White & Co Financial Planning Inc

Q4 2024 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Thomas White - Founder and CIO
Location
Sunnyside, WA
Holdings as of
31 Dec 2024
Value $
$118M
Num holdings
19
Filing time
05 Feb 2025, 18:38:35 UTC
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included SCHX, SCHA, SCHM, SCHF, and SCHC.
Next filing
Q1 2025 - 07 May 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Thomas White Founder and CIO Sunnyside, Washington 05 Feb 2025