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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, SHV, and represent 40.90% of White Lighthouse Investment Management's stock portfolio.
Added to shares of these 10 stocks: BND, VYM, VXUS, VCIT, BTI, PM, MUB, VOO, SHV, VCSH.
Started 12 new stock positions in COST, EFIV, MO, IEFA, HYG, MDLZ, VCEB, AMRN, BTI, BIL. VBK, CVX.
Reduced shares in these 10 stocks: VGT, AAPL, IWF, , ANET, SO, , VCLT, MTUM, NULG.
Sold out of its positions in DUK, HYMB.
White Lighthouse Investment Management was a net buyer of stock by $12M.
White Lighthouse Investment Management has $557M in assets under management (AUM), dropping by 7.54%.
Central Index Key (CIK): 0001727593

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Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 131 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	16.2	$90M		235k	383.66	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	9.9	$55M	+3%	430k	128.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.2	$35M	+4%	535k	64.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.5	$25M		317k	79.41	View chart
Ishares Tr Short Treas Bd (SHV)	4.1	$23M	+2%	206k	110.63	View chart
Vanguard World Inf Tech Etf (VGT)	4.0	$22M	-5%	38k	585.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.4	$19M	+12%	255k	75.07	View chart
Vanguard Index Fds Value Etf (VTV)	3.2	$18M	+2%	101k	173.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.0	$17M	+7%	201k	83.75	View chart
Ishares Tr Core Msci Total (IXUS)	2.5	$14M		191k	72.63	View chart
Ishares Gold Tr Ishares New (IAU)	2.3	$13M		254k	49.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$11M		56k	198.06	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.8	$9.9M	-4%	26k	375.38	View chart
Ishares Tr Select Divid Etf (DVY)	1.7	$9.3M	+2%	69k	135.07	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.6	$9.0M		115k	78.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$8.8M	+6%	17k	527.66	View chart
Vanguard World Health Car Etf (VHT)	1.4	$7.9M		28k	282.20	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	1.4	$7.6M		79k	95.94	View chart
Apple (AAPL)	1.3	$7.1M	-10%	31k	233.00	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.2	$6.8M	-2%	83k	81.23	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$6.5M		32k	200.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$5.9M		25k	237.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$5.3M	+2%	55k	97.38	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$5.1M	+3%	104k	49.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$5.0M		10k	488.09	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.9	$4.8M	+3%	79k	61.51	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$4.3M	+2%	16k	263.83	View chart
Ishares Tr Core Total Usd (IUSB)	0.8	$4.3M	+4%	91k	47.12	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.7	$4.1M		41k	101.63	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$3.9M		67k	59.02	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$3.8M	+6%	49k	78.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$3.6M		43k	84.53	View chart
Amazon (AMZN)	0.6	$3.2M		17k	186.33	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.6	$3.2M	-2%	19k	167.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$3.1M	+2%	11k	283.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$2.9M		12k	243.47	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$2.8M	+27%	26k	108.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.7M	+4%	56k	47.85	View chart
Microsoft Corporation (MSFT)	0.5	$2.7M		6.3k	430.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.3M	-2%	4.0k	573.82	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$2.3M	+4%	42k	53.63	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$2.1M		17k	126.18	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.4	$2.0M	+18%	27k	75.17	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.4	$2.0M	-2%	20k	98.16	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$1.9M		14k	139.49	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$1.8M		13k	145.60	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.8M	+8%	35k	51.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.7M		7.1k	243.06	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$1.6M		15k	108.79	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$1.6M	+3%	19k	84.17	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$1.6M	-4%	12k	131.91	View chart
Wal-Mart Stores (WMT)	0.3	$1.6M		20k	80.75	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$1.6M		4.7k	340.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.6M		9.5k	165.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.6M		3.4k	460.26	View chart
UnitedHealth (UNH)	0.3	$1.5M		2.6k	584.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.5M		29k	52.81	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$1.5M	-2%	10k	145.39	View chart
Philip Morris International (PM)	0.3	$1.5M	+71%	12k	121.40	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.3	$1.4M		22k	65.91	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.4M		22k	63.00	View chart
Johnson & Johnson (JNJ)	0.2	$1.3M		8.3k	162.06	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$1.3M	+31%	13k	106.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.2M	-3%	2.1k	576.91	View chart
Amgen (AMGN)	0.2	$1.1M		3.3k	322.25	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$1.0M		41k	24.93	View chart
Caterpillar (CAT)	0.2	$1.0M		2.6k	391.13	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$949k		18k	52.66	View chart
Southern Company (SO)	0.2	$923k	-27%	10k	90.18	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$910k		13k	71.10	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$902k	-12%	2.8k	321.95	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$873k	NEW	24k	36.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$794k		6.8k	116.96	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$786k	+8%	12k	66.37	View chart
Vanguard World Utilities Etf (VPU)	0.1	$754k	+49%	4.3k	174.07	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$742k	-7%	20k	36.41	View chart
Procter & Gamble Company (PG)	0.1	$702k		4.1k	173.20	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$647k	+131%	6.6k	97.79	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$634k	-2%	6.8k	93.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$606k		3.4k	179.30	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$542k	+4%	2.1k	263.29	View chart
Edwards Lifesciences (EW)	0.1	$537k		8.1k	65.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$524k	+10%	2.3k	225.76	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$518k	-6%	12k	42.84	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$516k	-2%	13k	39.82	View chart
Merck & Co (MRK)	0.1	$509k		4.5k	113.56	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$486k	-23%	2.4k	202.76	View chart
Altria (MO)	0.1	$483k	NEW	9.5k	51.04	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$460k		5.9k	78.38	View chart
Vanguard World Financials Etf (VFH)	0.1	$453k		4.1k	109.91	View chart
Annaly Capital Management In Com New (NLY)	0.1	$450k	+115%	22k	20.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$429k		2.6k	167.17	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$420k	-25%	10k	40.82	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$402k	-27%	4.9k	82.63	View chart
Pepsi (PEP)	0.1	$397k		2.3k	170.05	View chart
Broadcom (AVGO)	0.1	$397k	+882%	2.3k	172.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$395k	-5%	3.4k	117.29	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$389k		1.7k	230.59	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$382k	-7%	26k	14.69	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$380k		3.6k	104.18	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$379k		3.2k	120.30	View chart
JPMorgan Chase & Co. (JPM)	0.1	$379k		1.8k	210.86	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$358k	NEW	3.9k	91.81	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$355k		7.0k	50.74	View chart
Exxon Mobil Corporation (XOM)	0.1	$352k		3.0k	117.22	View chart
Cisco Systems (CSCO)	0.1	$341k		6.4k	53.22	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$332k	-7%	6.6k	50.28	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$332k	-12%	3.4k	96.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$325k	+32%	3.2k	101.27	View chart
Lockheed Martin Corporation (LMT)	0.1	$292k		500.00	584.56	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$292k		350.00	833.25	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.1	$291k	NEW	5.2k	55.76	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$285k		1.9k	154.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$279k		6.8k	41.12	View chart
Costco Wholesale Corporation (COST)	0.0	$278k	NEW	314.00	886.52	View chart
Honeywell International (HON)	0.0	$256k	-3%	1.2k	206.71	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$255k		6.6k	38.53	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$253k	NEW	3.4k	73.67	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$252k	-5%	5.1k	48.98	View chart
Medtronic SHS (MDT)	0.0	$245k		2.7k	90.03	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$239k	NEW	3.0k	80.30	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$235k		2.2k	107.65	View chart
Palo Alto Networks (PANW)	0.0	$226k		660.00	341.80	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$225k		2.0k	112.94	View chart
Chevron Corporation (CVX)	0.0	$223k	NEW	1.5k	147.27	View chart
Intuitive Surgical Com New (ISRG)	0.0	$220k	-8%	447.00	491.27	View chart
Arista Networks (ANET)	0.0	$211k	-63%	550.00	383.82	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.0	$207k	NEW	3.2k	64.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$205k	NEW	2.6k	78.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$203k	NEW	760.00	267.45	View chart
Amarin Corp Spons Adr New (AMRN)	0.0	$23k	NEW	37k	0.63	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 Q3 filed Oct. 30, 2024
White Lighthouse Investment Management 2024 Q2 filed July 15, 2024
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

View all past filings

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