White Lighthouse Investment Management

White Lighthouse Investment Management as of Sept. 30, 2020

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 112 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth Etf Common (VUG) 14.1 $41M 180k 227.61
Vanguard High Dividend Yield Indx ETF Common (VYM) 7.5 $22M 266k 80.93
Vanguard Total International Stock E Common (VXUS) 4.5 $13M 251k 52.17
Vanguard Information Technology ETF Common (VGT) 4.1 $12M 38k 311.44
Vanguard Short-Term Corp Bd Idx ETF Common (VCSH) 3.2 $9.1M 110k 82.85
Vanguard Interm-Tm Corp Bd Idx ETF Common (VCIT) 3.1 $9.0M 94k 95.80
Vanguard Long-Term Corp Bond Idx ETF Common (VCLT) 3.0 $8.5M 80k 106.89
Vanguard Value ETF Common (VTV) 2.8 $8.2M 78k 104.51
iShares Core MSCI Total Intl Stk Common (IXUS) 2.7 $7.8M 134k 58.34
Vanguard Short Term Bond Index Common (BSV) 2.7 $7.7M 93k 83.05
Vanguard Dividend Appreciation ETF Common (VIG) 2.5 $7.2M 56k 128.65
Vanguard Short Term Treasury Etf Common (VGSH) 2.4 $7.0M 112k 62.09
iShares Select Dividend ETF Common (DVY) 2.2 $6.3M 77k 81.54
iShares Russell 1000 Growth ETF Common (IWF) 2.1 $6.0M 28k 216.89
ishares Gold Trust Common 2.0 $5.9M 326k 17.99
Apple Common (AAPL) 1.9 $5.6M 48k 115.81
Ishares Short Treasury Bond Etf Common (SHV) 1.9 $5.6M 50k 110.69
Ishares S&p Gsti Technology I Common (IGM) 1.7 $5.0M 16k 309.09
Invesco Qqq Trust Common 1.5 $4.4M 16k 277.85
Vanguard Total Bond Market ETF Common (BND) 1.5 $4.2M 48k 88.22
Vanguard Health Care Etf Common (VHT) 1.3 $3.6M 18k 203.98
Vanguard Intermediate Term Bond Etf Common (BIV) 1.2 $3.4M 37k 93.47
Vanguard Short-Term Infl-Prot Secs ETF` Common (VTIP) 1.2 $3.4M 66k 51.02
Vanguard S&p 500 Etf Common (VOO) 1.1 $3.2M 10k 307.63
Ishares National Muni Bond Etf Common (MUB) 0.9 $2.7M 23k 115.92
Vanguard Ftse Emerging Markets Etf Common (VWO) 0.9 $2.7M 63k 43.25
Schwab Us Tips Etf Common (SCHP) 0.9 $2.7M 43k 61.64
Vanguard Long-term Bond Etf Common (BLV) 0.9 $2.5M 23k 111.85
Vanguard Mid-Cap Growth ETF - D Common (VOT) 0.9 $2.5M 14k 180.13
Vanguard Small Cap ETF Common (VB) 0.8 $2.4M 16k 153.83
Amazon.com Common (AMZN) 0.8 $2.3M 744.00 3149.19
Vanguard Real Estate Etf Common (VNQ) 0.7 $2.1M 26k 78.98
Vanguard Small-Cap Value ETF Common (VBR) 0.7 $2.1M 19k 110.61
Vanguard Mid-Cap Value ETF Common (VOE) 0.7 $2.0M 20k 101.36
Powershares Momentum Factor Common (MTUM) 0.7 $2.0M 13k 147.39
iShares Nasdaq Biotechnology In Common (IBB) 0.6 $1.7M 13k 135.41
Ishares Esg Msci Em Etf Iv Common (ESGE) 0.6 $1.7M 48k 35.62
Vanguard Esg U.S. Stock Etf Common (ESGV) 0.6 $1.7M 27k 61.81
SPDR S&P 500 Common (SPY) 0.6 $1.6M 4.9k 334.83
Vanguard Esg International Stock Etf Common (VSGX) 0.6 $1.6M 32k 51.60
iShares Global Healthcare ETF Common (IXJ) 0.6 $1.6M 22k 71.80
Ishares Core Us Growth Etf Common (IUSG) 0.5 $1.6M 20k 79.98
Schwab High Dividend ETF Common (SCHD) 0.5 $1.5M 27k 55.29
Vanguard Mid-Cap ETF Common (VO) 0.5 $1.5M 8.5k 176.22
iShares Edge MSCI USA Quality F Common (QUAL) 0.5 $1.5M 14k 103.71
VanEck Vectors Gold Miners ETF Common (GDX) 0.5 $1.5M 38k 39.15
iShares S&P SmallCap 600 Growth Common (IJT) 0.5 $1.4M 7.7k 176.40
Johnson & Johnson Common (JNJ) 0.5 $1.3M 8.8k 148.90
Vanguard Total Stock Market Etf Common (VTI) 0.5 $1.3M 7.6k 170.29
Ishares Esg Msci Eafe Etf Common (ESGD) 0.4 $1.3M 20k 63.49
Tesla Common (TSLA) 0.4 $1.2M 2.8k 428.93
Walmart Common (WMT) 0.4 $1.2M 8.5k 139.92
iShares Cohen & Steers REIT ETF Common (ICF) 0.4 $1.1M 11k 101.99
Ishares Short Term Ntnl Mun Bnd Etf Common (SUB) 0.4 $1.0M 9.5k 108.11
Microsoft Corporation Common (MSFT) 0.3 $1.0M 4.8k 210.29
Vanguard Ftse All World Ex Us Etf Common (VEU) 0.3 $1.0M 20k 50.47
iShares J.P. Morgan USD Emergin Common (EMB) 0.3 $976k 8.8k 110.87
iShares KLD 400 Social Index Common (DSI) 0.3 $967k 7.6k 128.01
Vanguard Mega Cap Growth Etf Common (MGK) 0.3 $946k 5.1k 185.42
SPDR Gold Shares Common (GLD) 0.3 $927k 5.2k 177.04
Ishares MSCI UDA ESG Optimiized EFT Common (ESGU) 0.3 $926k 12k 76.25
Arista Networks Common (ANET) 0.3 $890k 4.3k 206.98
Ishares MSCI Global Gold Miners EFT Common (RING) 0.3 $820k 25k 32.65
Southern Common (SO) 0.3 $793k 15k 54.23
Vanguard FTSE Developed Markets ETF Common (VEA) 0.3 $790k 19k 40.92
Ishares Global Clean Energy Etf Common (ICLN) 0.2 $716k 39k 18.48
Philip Morris International Common (PM) 0.2 $701k 9.4k 74.97
Procter & Gamble Company Common (PG) 0.2 $651k 4.7k 138.98
iShares S&P 500 Value ETF Common (IVE) 0.2 $613k 5.5k 112.48
iShares Core S&P Small-Cap ETF Common (IJR) 0.2 $562k 8.0k 70.25
Caterpillar Common (CAT) 0.2 $552k 3.7k 149.19
Alphabet Inc. Class A Common (GOOGL) 0.2 $528k 360.00 1466.67
Schwab International Equity Etf Common (SCHF) 0.2 $512k 16k 31.40
Vanguard Emerging Markets Bond Index Common (VWOB) 0.2 $509k 6.5k 78.88
iShares S&P 500 Index Common (IVV) 0.2 $490k 1.5k 336.31
Bayer Ag F Common (BAYRY) 0.2 $481k 32k 14.94
Spdr Bloomberg Barclays 1-3 Month T-bill Etf Common (BIL) 0.2 $467k 5.1k 91.57
Goldman Sachs Active Beta US Large Cap Common (GSLC) 0.2 $452k 6.6k 68.03
Vanguard Ftse Europe Etf Common (VGK) 0.1 $421k 8.0k 52.40
Vanguard Ftse Pacific Etf Common (VPL) 0.1 $417k 6.1k 68.07
Intel Corporation Common (INTC) 0.1 $404k 7.8k 51.77
Edwards Lifesciences Common (EW) 0.1 $393k 4.9k 79.83
Duke Energy Corporation Common (DUK) 0.1 $387k 4.4k 88.48
Amgen Common (AMGN) 0.1 $381k 1.5k 254.00
Berkshire Hathaway Common (BRK.B) 0.1 $347k 1.6k 212.88
Pepsico Common (PEP) 0.1 $346k 2.5k 138.46
Cisco Systems Common (CSCO) 0.1 $331k 8.4k 39.40
Ishares Ultra Short Term Bond Etf Common (ICSH) 0.1 $329k 6.5k 50.62
CVS Health Corporation Common S Common (CVS) 0.1 $327k 5.6k 58.34
Verizon Communications Common (VZ) 0.1 $324k 5.4k 59.57
Alibaba Group Holding F Common (BABA) 0.1 $304k 1.0k 294.29
Merck & Company Inc. Common St Common (MRK) 0.1 $298k 3.6k 82.82
Ishares Russell Mid Cap Growth Etf Common (IWP) 0.1 $290k 1.7k 173.13
Brit Amer Tobacco F Common (BTI) 0.1 $289k 8.0k 36.12
iShares MSCI EAFE Growth ETF Common (EFG) 0.1 $281k 3.1k 89.92
Medtronic plc. Ordinary Shares Common (MDT) 0.1 $281k 2.7k 103.88
iShares Treasury Floating Rate Bond ETF Common (TFLO) 0.1 $275k 5.5k 50.27
Nestle S A F Common (NSRGY) 0.1 $270k 2.3k 119.21
Vanguard Small Cap Growth Etf Common (VBK) 0.1 $266k 1.2k 215.04
Annaly Capital Mgmt Reit Common 0.1 $262k 37k 7.11
Lockheed Martin Corp Common (LMT) 0.1 $261k 682.00 382.70
PIMCO Active Bond ETF Common (BOND) 0.1 $258k 2.3k 112.42
Vanguard Tax-Exempt Bond ETF Common (VTEB) 0.1 $256k 4.7k 54.47
SPDR Nuveen S&P High Yield Muni Bd ETF Common (HYMB) 0.1 $256k 4.5k 56.89
Jfrog Ltd Registeredshs Isin#il0011684185 Common (FROG) 0.1 $254k 3.0k 84.67
Ishares Preferred Income Sec Etf Common (PFF) 0.1 $245k 6.7k 36.38
Unitedhealth Grp Common (UNH) 0.1 $241k 774.00 311.37
Tencent Holdings F Common (TCEHY) 0.1 $237k 3.5k 67.71
Guggenheim S&P 500 Equal Weight Common (RSP) 0.1 $219k 2.0k 107.88
Vanguard Utilities Etf Common (VPU) 0.1 $211k 1.6k 129.05
Honeywell Intl Common (HON) 0.1 $206k 1.3k 164.67
3m Common (MMM) 0.1 $204k 1.3k 160.00