Johnson & White Wealth Management, LLC
Q1 2025 13F Holdings
- Locationyork, PA
- Num holdings
98
- Value ($000)
$178
- Date Filed04/10/2025
- Form type13F-HR
- CIK0001954136
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PXF INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E743 | $18.87K | 11 % | 362,994 | ||
PRFZ INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 | $8.69K | 5 % | 229,594 | ||
HMOP HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | $7.84K | 4 % | 203,861 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $7.81K | 4 % | 159,957 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $7.73K | 4 % | 276,378 | ||
IDV* ISHARES TR | INTL SEL DIV ETF | 464288448 | $7.17K | 4 % | 231,276 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $6.14K | 3 % | 99,391 | ||
PXH INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | 46138E727 | $5.86K | 3 % | 269,640 | ||
IDLV INVESCO EXCH TRADED FD TR II | S&P INTL LOW | 46138E230 | $5.04K | 3 % | 166,109 | ||
PRF INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | $4.80K | 3 % | 118,875 |
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