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White Lighthouse Investment Management

Latest statistics and disclosures from White Lighthouse Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VYM, VXUS, VCSH, VGT, and represent 41.23% of White Lighthouse Investment Management's stock portfolio.
Added to shares of these 10 stocks: IAU (+$11M), IGM (+$5.4M), SHV, VCIT, VTIP, VXUS, VYM, WMT, BND, SCHP.
Started 2 new stock positions in IAU, GSLC.
Reduced shares in these 10 stocks: iShares Gold Trust (-$9.9M), ANET, IWF, BSV, BIL, RIO, VTI, BLV, VGT, AFRM.
Sold out of its positions in iShares Gold Trust, RIO, BIL.
White Lighthouse Investment Management was a net buyer of stock by $17M.
White Lighthouse Investment Management has $492M in assets under management (AUM), dropping by 7.74%.
Central Index Key (CIK): 0001727593

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Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 120 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	16.4	$81M		234k	344.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	9.8	$48M	+2%	400k	120.99	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.1	$30M	+4%	501k	60.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.6	$23M		293k	77.30	View chart
Vanguard World Inf Tech Etf (VGT)	4.3	$21M		40k	523.94	View chart
Ishares Tr Short Treas Bd (SHV)	3.2	$16M	+15%	143k	110.54	View chart
Vanguard Index Fds Value Etf (VTV)	3.2	$16M	+2%	96k	162.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.0	$15M	+5%	203k	72.59	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.8	$14M	+11%	170k	80.51	View chart
Ishares Tr Core Msci Total (IXUS)	2.6	$13M	+3%	192k	67.86	View chart
Ishares Gold Tr Ishares New (IAU)	2.3	$11M	NEW	265k	42.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.1	$10M		57k	182.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.0	$9.7M	-7%	29k	337.04	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.9	$9.1M	-3%	119k	76.67	View chart
Ishares Tr Select Divid Etf (DVY)	1.7	$8.5M		69k	123.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$7.7M	+6%	16k	480.71	View chart
Vanguard World Health Car Etf (VHT)	1.5	$7.5M		28k	270.52	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	1.3	$6.5M	+470%	76k	86.18	View chart
Apple (AAPL)	1.3	$6.4M		37k	171.48	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.3	$6.3M	+2%	81k	78.23	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$6.1M		32k	191.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$5.4M	+2%	24k	228.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$4.7M		11k	444.03	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$4.5M	+41%	95k	47.89	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.9	$4.4M		76k	57.47	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$4.3M	+3%	94k	45.59	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$4.3M	+9%	74k	58.07	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.8	$3.8M	+6%	41k	93.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$3.8M	+7%	15k	249.86	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$3.7M	+9%	43k	86.44	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$3.4M		42k	80.63	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$3.3M	+13%	44k	75.40	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.6	$3.1M		20k	155.91	View chart
Amazon (AMZN)	0.6	$3.0M		17k	180.38	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.6	$2.8M		12k	235.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.6M	-5%	10k	259.91	View chart
Microsoft Corporation (MSFT)	0.5	$2.4M		5.8k	420.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.4M		57k	41.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.3M		4.4k	523.08	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$2.1M		19k	114.96	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$2.0M	+31%	39k	52.16	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.4	$1.9M		21k	93.15	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.9M	+4%	18k	107.60	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$1.8M		14k	130.73	View chart
Ishares Tr Ishares Biotech (IBB)	0.4	$1.7M		13k	137.22	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.4	$1.7M		17k	100.81	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$1.6M		14k	117.21	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$1.6M	-9%	22k	72.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.5M		7.3k	205.72	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$1.5M	+8%	19k	79.91	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$1.5M	+9%	4.7k	317.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.5M		29k	50.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.4M		9.4k	150.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.4M	+2%	28k	50.60	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$1.4M	+9%	10k	131.23	View chart
Johnson & Johnson (JNJ)	0.3	$1.3M		8.4k	158.19	View chart
UnitedHealth (UNH)	0.3	$1.3M		2.6k	494.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.3M	-3%	3.1k	420.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.3M	-4%	21k	58.65	View chart
Wal-Mart Stores (WMT)	0.2	$1.2M	+198%	20k	60.17	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.2	$1.2M		21k	57.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.1M	+2%	2.0k	525.82	View chart
Southern Company (SO)	0.2	$1.0M		14k	71.74	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$995k		9.5k	104.73	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$958k	-2%	3.3k	286.61	View chart
Caterpillar (CAT)	0.2	$942k		2.6k	366.44	View chart
Amgen (AMGN)	0.2	$919k	-2%	3.2k	284.32	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$919k		18k	51.28	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.2	$864k		41k	21.10	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$836k		12k	67.34	View chart
Philip Morris International (PM)	0.2	$788k		8.6k	91.62	View chart
Arista Networks (ANET)	0.2	$783k	-61%	2.7k	289.98	View chart
Edwards Lifesciences (EW)	0.2	$778k		8.1k	95.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$745k	+4%	6.7k	110.52	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$732k	+3%	23k	32.23	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$655k	+10%	10k	63.85	View chart
Procter & Gamble Company (PG)	0.1	$654k		4.0k	162.25	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$606k		6.8k	89.67	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$604k	-2%	3.2k	187.35	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$559k		2.3k	239.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$559k		3.4k	164.35	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$553k	-8%	7.3k	76.28	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$509k	-2%	12k	41.59	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$455k		14k	31.62	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$446k		5.9k	76.02	View chart
CVS Caremark Corporation (CVS)	0.1	$431k		5.4k	79.76	View chart
Pepsi (PEP)	0.1	$409k		2.3k	175.01	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$409k	-3%	3.6k	114.14	View chart
Duke Energy Corp Com New (DUK)	0.1	$402k		4.2k	96.71	View chart
Merck & Co (MRK)	0.1	$380k		2.9k	131.95	View chart
Vanguard World Utilities Etf (VPU)	0.1	$377k		2.6k	142.58	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$371k	+191%	1.6k	225.92	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$367k	-18%	9.8k	37.26	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$354k		7.0k	50.56	View chart
Exxon Mobil Corporation (XOM)	0.1	$349k	-14%	3.0k	116.24	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$347k		7.1k	49.19	View chart
Intel Corporation (INTC)	0.1	$345k		7.8k	44.17	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$344k	-5%	3.2k	109.17	View chart
Vanguard World Financials Etf (VFH)	0.1	$343k	+11%	3.3k	102.39	View chart
Asml Hldgs Nv F Common (ASMLF)	0.1	$340k		350.00	970.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$335k	-8%	3.6k	92.72	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$325k	-8%	23k	13.98	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$316k	-9%	1.5k	208.27	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$302k		6.3k	48.21	View chart
Cisco Systems (CSCO)	0.1	$300k	-6%	6.0k	49.91	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$294k		2.8k	103.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$277k	+17%	1.8k	152.24	View chart
JPMorgan Chase & Co. (JPM)	0.1	$276k		1.4k	200.30	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$273k		1.9k	147.73	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$268k	+15%	2.8k	95.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$261k		6.7k	39.02	View chart
Nestle S A F Sponsored Adr 1 Adr Reps 1 Ord Common (NSRGY)	0.0	$241k		2.3k	106.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$238k	-3%	2.4k	97.94	View chart
Medtronic SHS (MDT)	0.0	$237k		2.7k	87.15	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$236k		6.6k	35.80	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$231k		9.0k	25.69	View chart
Lockheed Martin Corporation (LMT)	0.0	$227k		500.00	454.87	View chart
Honeywell International (HON)	0.0	$221k		1.1k	205.25	View chart
Public Storage (PSA)	0.0	$218k		750.00	290.06	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$207k	NEW	2.0k	103.79	View chart

Past Filings by White Lighthouse Investment Management

SEC 13F filings are viewable for White Lighthouse Investment Management going back to 2017

White Lighthouse Investment Management 2024 Q1 filed May 7, 2024
White Lighthouse Investment Management 2023 Q4 filed Jan. 23, 2024
White Lighthouse Investment Management 2023 Q3 filed Oct. 18, 2023
White Lighthouse Investment Management 2023 Q2 filed Aug. 7, 2023
White Lighthouse Investment Management 2023 Q1 filed April 20, 2023
White Lighthouse Investment Management 2022 Q4 filed Jan. 24, 2023
White Lighthouse Investment Management 2022 Q3 filed Oct. 18, 2022
White Lighthouse Investment Management 2022 Q2 filed July 20, 2022
White Lighthouse Investment Management 2022 Q1 filed April 20, 2022
White Lighthouse Investment Management 2021 Q4 filed Jan. 12, 2022
White Lighthouse Investment Management 2021 Q3 filed Oct. 20, 2021
White Lighthouse Investment Management 2021 Q2 filed July 26, 2021
White Lighthouse Investment Management 2021 Q1 filed May 7, 2021
White Lighthouse Investment Management 2020 Q4 filed Feb. 3, 2021
White Lighthouse Investment Management 2020 Q3 filed Oct. 15, 2020
White Lighthouse Investment Management 2020 Q2 filed July 23, 2020

View all past filings

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