White & Co Financial Planning Inc
Clone Performance
Feb 2025–Sep 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
9 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $142,228,259 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FNDA | Schwab Fundamental U.S. Small Company ETF | +57,138 | 3,656,992 | $102,261,189 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +36,967 | 371,370 | $8,251,841 | |
| ACLO | TCW AAA CLO ETF | +28,132 | 259,554 | $10,192,685 | |
| AFK | VanEck Africa Index ETF | +8,413 | 107,754 | $1,879,229 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | +7,700 | 187,344 | $10,277,031 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | +6,561 | 71,097 | $3,399,858 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +1,416 | 20,547 | $2,384,309 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | −399 | 6,291 | $200,745 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BILZ | PIMCO Ultra Short Government Active ETF | 129,060 | $3,381,372 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 3,656,992 | $102,261,189 | 71.90% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Added | 187,344 | $10,277,031 | 7.23% | |
| ACLO |
TCW AAA CLO ETF
|
Added | 259,554 | $10,192,685 | 7.17% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 371,370 | $8,251,841 | 5.80% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Added | 71,097 | $3,399,858 | 2.39% | |
| BILZ |
PIMCO Ultra Short Government Active ETF
|
NEW | 129,060 | $3,381,372 | 2.38% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 20,547 | $2,384,309 | 1.68% | |
| AFK |
VanEck Africa Index ETF
|
Added | 107,754 | $1,879,229 | 1.32% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Reduced | 6,291 | $200,745 | 0.14% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.