White & Co Financial Planning Inc
CIK 2039300 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $161.4M
- Posisi
- 20
- Per tanggal
- 30 Juni 2026
#7.151 dari 9.443 berdasarkan nilai 13F · top 75.7%
Nilai portofolio QoQ: +13.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 84,78%
- Bobot 25 kepemilikan teratas
- 100,00%
- Posisi di atas 1%
- 17
- Jumlah posisi efektif
- 11,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,51% Perkiraan pembelian $5.979.480 · penjualan $767.944
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 100,0% masih dipegang
- Posisi baru
- 0
- Meningkat
- 18
- Menurun
- 1
- Tertutup
- 0
Di halaman ini
Rincian sektor
Lainnya/Tidak terpetakan
100,0%
Portofolio lengkap 20 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHA | $25.550.715 | 15,83% | 707.188 | $4.367.579 | Turun ×4 | ||
| SCHX | $24.005.565 | 14,87% | 815.684 | $3.278.408 | Naik ×1 | ||
| SCHM | $16.211.451 | 10,04% | 439.692 | $2.687.146 | Naik ×2 | ||
| SCHF | $14.211.899 | 8,80% | 513.065 | $1.572.859 | Naik ×1 | ||
| SCHC | $12.773.881 | 7,91% | 265.459 | $505.008 | Naik ×1 | ||
| FLXR TCW Flexible Income ETF | $11.799.123 | 7,31% | 300.921 | $1.606.424 | Naik ×2 | ||
| SCHI | $9.675.936 | 5,99% | 427.382 | $1.107.357 | Naik ×2 | ||
| SPLB | $9.452.226 | 5,86% | 421.974 | $1.200.389 | Naik ×2 | ||
| SCHH | $6.661.507 | 4,13% | 281.314 | $660.848 | Naik ×2 | ||
| RWO | $6.520.124 | 4,04% | 131.163 | $641.380 | Naik ×2 | ||
| SCHE | $4.839.134 | 3,00% | 133.457 | $469.473 | Naik ×2 | ||
| GNR | $3.979.097 | 2,47% | 59.116 | $-419.190 | Naik ×1 | ||
| JPIB | $3.766.534 | 2,33% | 77.901 | $366.687 | Naik ×2 | ||
| Penerbit tidak dikenal (CUSIP: 72201r585) | $3.701.290 | 2,29% | 139.566 | $319.918 | Naik ×1 | ||
| SCHJ | $3.484.284 | 2,16% | 141.293 | $504.482 | Naik ×2 | ||
| MLN | $2.027.329 | 1,26% | 114.023 | $148.099 | Naik ×2 | ||
| MUB | $2.012.494 | 1,25% | 18.700 | $123.767 | Naik ×2 | ||
| IVV | $277.089 | 0,17% | 370 | $35.401 | |||
| SUB | $256.167 | 0,16% | 2.406 | $2.271 | Naik ×2 | ||
| WTPI | $217.660 | 0,13% | 6.638 | $16.914 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SCHA | Dipangkas | -21K | +$4.4M |
| SCHX | Beli lebih banyak | +7K | +$3.3M |
| SCHM | Beli lebih banyak | +3K | +$2.7M |
| FLXR | Beli lebih banyak | +41K | +$1.6M |
| SCHF | Beli lebih banyak | +2K | +$1.6M |
| SPLB | Beli lebih banyak | +51K | +$1.2M |
| SCHI | Beli lebih banyak | +50K | +$1.1M |
| SCHH | Beli lebih banyak | +2K | +$661K |
| RWO | Beli lebih banyak | +3K | +$641K |
| SCHC | Beli lebih banyak | +3K | +$505K |