StockDriftsStockDriftsTop 19 White & Co Financial Planning Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | 14.89% | 728.4K | $21.2M | -1.13%(-8.36K) | $25.69(+35.91%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 14.57% | 808.4K | $20.7M | -0.29%(-2.38K) | $22.90(+28.37%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 9.51% | 436.8K | $13.5M | +1.04%(+4.48K) | $27.72(+29.77%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 8.89% | 510.7K | $12.6M | -2.36%(-12.35K) | $19.53(+40.68%) | 2026-03-31 | |
| SCHC | SCHWAB STRATEGIC TR | 8.63% | 262.5K | $12.3M | -1.63%(-4.35K) | $36.41(+33.33%) | 2026-03-31 | |
| FLXR | TCW ETF TRUST | 7.17% | 259.6K | $10.2M | +12.16%(+28.13K) | $39.28(-0.58%) | 2026-03-31 | |
| SCHI | SCHWAB STRATEGIC TR | 6.02% | 377.8K | $8.6M | +11.24%(+38.18K) | $22.61(-0.25%) | 2026-03-31 | |
| SPLB | SPDR SER TR | 5.8% | 371.4K | $8.3M | +11.05%(+36.97K) | $23.08(-3.55%) | 2026-03-31 | |
| SCHH | SCHWAB STRATEGIC TR | 4.22% | 279.2K | $6.0M | +10.60%(+26.76K) | $22.00(+9.39%) | 2026-03-31 | |
| RWO | SPDR INDEX SHS FDS | 4.13% | 128.4K | $5.9M | +6.43%(+7.76K) | $45.20(+11.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.53% | +35.02% |
| Top 20 Holdings Unweighted | +8.02% | +26.06% |
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