White Lighthouse Investment Management

White Lighthouse Investment Management as of Sept. 30, 2019

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 130 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth ETF (VUG) 9.6 $24M 143k 166.28
Vanguard High Dividend Yield ETF (VYM) 6.3 $16M 176k 88.73
Vanguard Star Fd Intl Stk Idxf (VXUS) 5.7 $14M 274k 51.66
Vanguard Short Term Corporate Bond ETF (VCSH) 5.6 $14M 170k 81.05
iShares Dow Jones Select Dividend (DVY) 3.4 $8.5M 84k 101.96
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.4 $8.5M 93k 91.24
Vanguard Long Term Corporate Bond ETF (VCLT) 3.4 $8.4M 83k 101.13
Vanguard Short-Term Bond ETF (BSV) 2.7 $6.8M 84k 80.79
iShares Russell 1000 Growth Index (IWF) 2.3 $5.6M 35k 159.62
Vanguard Dividend Appreciation ETF (VIG) 2.2 $5.5M 46k 119.57
iShares Lehman Short Treasury Bond (SHV) 2.2 $5.5M 50k 110.63
Vanguard Emerging Markets ETF (VWO) 2.1 $5.2M 130k 40.26
iShares Gold Trust 2.1 $5.2M 366k 14.10
iShares S&P NA Tech. Sec. Idx (IGM) 2.0 $5.1M 23k 217.02
Apple (AAPL) 1.8 $4.5M 20k 223.98
Vanguard Information Technology ETF (VGT) 1.8 $4.5M 21k 215.54
Vanguard Malvern Fds strm infproidx (VTIP) 1.7 $4.1M 84k 49.05
Vanguard Value ETF (VTV) 1.6 $4.1M 36k 111.63
Vanguard Intermediate-Term Bond ETF (BIV) 1.4 $3.4M 39k 87.99
PowerShares QQQ Trust, Series 1 1.3 $3.2M 17k 188.83
Vanguard Mid-Cap Value ETF (VOE) 1.3 $3.2M 28k 113.01
Vanguard REIT ETF (VNQ) 1.2 $3.0M 33k 93.26
Vanguard S&p 500 Etf idx (VOO) 1.1 $2.8M 10k 272.64
Vanguard Small-Cap Value ETF (VBR) 1.1 $2.8M 22k 128.86
Ishares Core Intl Stock Etf core (IXUS) 1.1 $2.7M 47k 57.77
Schwab Strategic Tr 0 (SCHP) 1.1 $2.6M 46k 56.77
Ishares Tr Msci Usa Momentum Factor (MTUM) 1.1 $2.6M 22k 119.27
Vanguard Total Bond Market ETF (BND) 1.0 $2.6M 31k 84.43
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.0 $2.5M 22k 114.08
Vanguard Mid-Cap Growth ETF (VOT) 0.9 $2.4M 16k 148.14
iShares Russell 3000 Growth Index (IUSG) 0.9 $2.3M 37k 62.87
Vanguard Long-Term Bond ETF (BLV) 0.9 $2.2M 21k 102.67
Vanguard Health Care ETF (VHT) 0.9 $2.1M 13k 167.65
Vanguard Small-Cap ETF (VB) 0.8 $2.0M 13k 153.88
iShares S&P SmallCap 600 Growth (IJT) 0.8 $2.0M 11k 178.35
Vanguard Europe Pacific ETF (VEA) 0.7 $1.7M 41k 41.08
Rydex S&P Equal Weight ETF 0.6 $1.6M 14k 108.10
Spdr S&p 500 Etf (SPY) 0.6 $1.5M 5.0k 296.65
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.6 $1.5M 13k 113.31
iShares S&P Global Healthcare Sect. (IXJ) 0.6 $1.5M 24k 61.07
Ishares Inc msci em esg se (ESGE) 0.6 $1.5M 45k 32.52
iShares NASDAQ Biotechnology Index (IBB) 0.6 $1.4M 14k 99.50
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.5 $1.2M 9.7k 127.46
iShares Cohen & Steers Realty Maj. (ICF) 0.5 $1.2M 10k 120.00
Johnson & Johnson (JNJ) 0.5 $1.2M 9.1k 129.42
Ishares Msci Usa Quality Facto invalid (QUAL) 0.5 $1.2M 13k 92.43
Vanguard Total Stock Market ETF (VTI) 0.5 $1.1M 7.5k 150.93
Amazon (AMZN) 0.4 $1.1M 606.00 1735.97
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.4 $1.0M 9.5k 106.53
Vanguard European ETF (VGK) 0.4 $1.0M 19k 53.60
Arista Networks (ANET) 0.4 $1.0M 4.3k 238.84
Ishares Inc em mkt min vol (EEMV) 0.4 $996k 17k 57.09
Vanguard Sht Term Govt Bond ETF (VGSH) 0.4 $926k 15k 60.95
SPDR Gold Trust (GLD) 0.3 $811k 5.8k 138.80
Goldman Sachs Etf Tr (GSLC) 0.3 $810k 14k 59.87
iShares S&P 500 Value Index (IVE) 0.3 $804k 6.8k 119.08
Vaneck Vectors Gold Miners mutual (GDX) 0.3 $789k 30k 26.70
Berkshire Hathaway (BRK.B) 0.3 $758k 3.6k 207.90
Cisco Systems (CSCO) 0.3 $758k 15k 49.44
Vanguard Mid-Cap ETF (VO) 0.3 $774k 4.6k 167.57
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.3 $777k 7.6k 101.70
Wal-Mart Stores (WMT) 0.3 $741k 6.2k 118.64
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $739k 15k 49.90
Microsoft Corporation (MSFT) 0.3 $726k 5.2k 139.05
Philip Morris International (PM) 0.3 $710k 9.4k 75.94
Spdr Index Shs Fds s^p global nat res (GNR) 0.3 $638k 15k 43.05
Nestle Sa Cham Et Vevey eqfor (NSRGF) 0.3 $658k 6.1k 108.49
Procter & Gamble Company (PG) 0.2 $588k 4.7k 124.39
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $598k 10k 58.84
Alphabet Inc Class A cs (GOOGL) 0.2 $600k 491.00 1222.00
Bayer (BAYRY) 0.2 $570k 32k 17.70
Ishares Tr liquid inc etf (ICSH) 0.2 $548k 11k 50.38
iShares MSCI Emerging Markets Indx (EEM) 0.2 $516k 13k 40.84
Vanguard Pacific ETF (VPL) 0.2 $523k 7.9k 66.10
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.2 $519k 10k 50.39
Vanguard Esg U.s. Stock Etf etf (ESGV) 0.2 $528k 10k 51.92
Pfizer (PFE) 0.2 $496k 14k 35.95
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.2 $503k 3.8k 132.54
Powershares Act Mang Comm Fd db opt yld div 0.2 $486k 31k 15.63
Caterpillar (CAT) 0.2 $467k 3.7k 126.22
Vanguard Materials ETF (VAW) 0.2 $461k 3.6k 126.41
iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $460k 12k 37.56
Southern Company (SO) 0.2 $437k 7.1k 61.78
Schwab International Equity ETF (SCHF) 0.2 $448k 14k 31.88
Oracle Corporation (ORCL) 0.2 $415k 7.6k 54.97
Flexshares Tr mornstar upstr (GUNR) 0.2 $416k 13k 31.16
Ishares Msci Global Gold Min etp (RING) 0.2 $428k 20k 21.53
iShares iBoxx $ High Yid Corp Bond (HYG) 0.2 $398k 4.6k 87.07
ETFS Gold Trust 0.2 $390k 2.8k 141.82
iShares MSCI EAFE Growth Index (EFG) 0.2 $407k 5.1k 80.43
Ishares Tr trs flt rt bd (TFLO) 0.2 $392k 7.8k 50.32
Edwards Lifesciences (EW) 0.1 $361k 1.6k 219.99
Intel Corporation (INTC) 0.1 $381k 7.4k 51.47
Schwab Intl Small Cap Equity ETF (SCHC) 0.1 $373k 12k 31.79
SPDR Barclays Capital High Yield B 0.1 $340k 3.1k 108.87
WisdomTree Japan Total Dividend (DXJ) 0.1 $343k 6.8k 50.44
Annaly Capital Management 0.1 $317k 36k 8.79
Verizon Communications (VZ) 0.1 $319k 5.3k 60.42
Pepsi (PEP) 0.1 $320k 2.3k 137.04
iShares S&P Europe 350 Index (IEV) 0.1 $311k 7.2k 43.31
Pimco Total Return Etf totl (BOND) 0.1 $317k 2.9k 108.75
Lockheed Martin Corporation (LMT) 0.1 $292k 748.00 390.37
Amgen (AMGN) 0.1 $290k 1.5k 193.33
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $287k 2.7k 108.30
British American Tobac (BTI) 0.1 $295k 8.0k 36.88
iShares FTSE KLD 400 Social Idx (DSI) 0.1 $309k 2.8k 110.95
Wpp Plc- (WPP) 0.1 $310k 5.0k 62.63
Medtronic (MDT) 0.1 $294k 2.7k 108.69
Ishares Tr msci eafe esg (ESGD) 0.1 $306k 4.8k 64.08
Exxon Mobil Corporation (XOM) 0.1 $283k 4.0k 70.52
Honeywell International (HON) 0.1 $269k 1.6k 169.40
iShares Barclays TIPS Bond Fund (TIP) 0.1 $271k 2.3k 116.36
Schwab Strategic Tr sht tm us tres (SCHO) 0.1 $282k 5.6k 50.58
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.1 $275k 4.7k 58.51
Spdr Series Trust cmn (HYMB) 0.1 $267k 4.5k 59.33
Ishares Inc core msci emkt (IEMG) 0.1 $284k 5.8k 49.10
iShares MSCI Germany Index Fund (EWG) 0.1 $259k 9.6k 26.91
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 0.1 $255k 3.2k 80.57
Alibaba Group Holding (BABA) 0.1 $242k 1.4k 167.01
Vaneck Vectors Amt-free Shrt M bdfund (SMB) 0.1 $239k 14k 17.70
Royal Dutch Shell 0.1 $221k 3.8k 58.93
iShares Russell Midcap Growth Idx. (IWP) 0.1 $218k 1.5k 141.10
Vanguard Small-Cap Growth ETF (VBK) 0.1 $230k 1.3k 181.67
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.1 $236k 4.4k 53.64
3M Company (MMM) 0.1 $210k 1.3k 164.71
UnitedHealth (UNH) 0.1 $203k 934.00 217.34
Vanguard Esg International Stock Etf etf (VSGX) 0.1 $211k 4.3k 49.30
iShares S&P Global Clean Energy Index (ICLN) 0.1 $137k 13k 10.93
Fiat Chrysler Auto 0.1 $142k 11k 12.91
Advisors Asset Managem Unit 1889 Divid Sustaina 0.1 $128k 12k 10.44