Johnson & White Wealth Management, LLC
Q2 2025 13F Holdings
- Locationyork, PA
- Num holdings
102
- Value ($000)
$199
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PXF INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E743 | $21.02K | 11 % | 366,105 | ||
PRFZ INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 | $9.43K | 5 % | 231,883 | ||
IDV* ISHARES TR | INTL SEL DIV ETF | 464288448 | $8.34K | 4 % | 241,627 | ||
HMOP HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | $8.24K | 4 % | 215,286 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $8.06K | 4 % | 162,725 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $7.75K | 4 % | 292,611 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $6.84K | 3 % | 107,041 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.83K | 3 % | 43,250 | ||
PXH INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | 46138E727 | $6.30K | 3 % | 269,519 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $5.71K | 3 % | 215,188 |
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