White Lighthouse Investment Management

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

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Positions held by White Lighthouse Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 108 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 15.0 $52M +9% 235k 222.89
Vanguard Whitehall Fds High Div Yld (VYM) 9.4 $33M 324k 101.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.0 $21M +13% 273k 76.26
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.4 $19M 366k 51.61
Vanguard World Fds Inf Tech Etf (VGT) 4.1 $14M +7% 44k 326.54
Vanguard Index Fds Value Etf (VTV) 3.2 $11M -3% 85k 131.88
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.1 $11M +29% 142k 76.79
Ishares Tr Core Msci Total (IXUS) 2.8 $9.6M +7% 169k 57.03
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $8.9M -15% 111k 80.02
Ishares Gold Trust Common 2.3 $7.9M -6% 230k 34.31
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $7.8M +6% 54k 143.47
Ishares Tr Select Divid Etf (DVY) 2.2 $7.8M -6% 66k 117.66
Ishares Tr Short Treas Bd (SHV) 2.0 $7.0M +6% 63k 110.10
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.9 $6.7M -4% 82k 81.11

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Vanguard World Fds Health Car Etf (VHT) 1.8 $6.4M +5% 27k 235.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.8 $6.4M -22% 84k 75.26
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $6.0M +4% 27k 218.71
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.5 $5.3M -13% 90k 58.86
Ishares Tr Core Total Usd (IUSB) 1.5 $5.1M NEW 109k 46.82
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $4.7M +3% 31k 149.82
Apple (AAPL) 1.3 $4.6M 34k 136.72
Ishares Tr Expnd Tec Sc Etf (IGM) 1.1 $3.8M +9% 13k 294.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $3.4M +5% 9.9k 346.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $3.4M 12k 280.27
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $3.4M 68k 50.11
Vanguard Index Fds Small Cp Etf (VB) 0.9 $3.2M 18k 176.13
Vanguard World Esg Intl Stk Etf (VSGX) 0.9 $3.0M +7% 62k 49.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $3.0M 42k 71.64
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $2.8M +2% 21k 129.50
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $2.6M 29k 91.11
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $2.6M +4% 39k 66.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $2.6M -3% 62k 41.65
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $2.4M -3% 43k 55.79
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.3M 12k 197.00
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $2.2M 13k 175.37
Ishares Tr National Mun Etf (MUB) 0.6 $2.1M -14% 20k 106.35
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.8M 21k 83.90
Ishares Tr Glob Hlthcre Etf (IXJ) 0.5 $1.7M 21k 81.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.7M -4% 4.5k 377.19
Arista Networks (ANET) 0.5 $1.6M 17k 93.72
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $1.5M 14k 105.33
Johnson & Johnson (JNJ) 0.4 $1.5M 8.4k 177.55
Amazon (AMZN) 0.4 $1.4M +1888% 14k 106.23
Ishares Tr Ishares Biotech (IBB) 0.4 $1.4M 12k 117.63
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $1.4M +7% 18k 79.74
Microsoft Corporation (MSFT) 0.4 $1.4M 5.5k 256.89
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $1.4M -12% 22k 62.75
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.3M 7.8k 168.47
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.4 $1.3M +32% 32k 40.81
Ishares Tr Cohen Steer Reit (ICF) 0.3 $1.2M 20k 60.78
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.2M +13% 14k 83.70
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $1.2M -63% 15k 77.64
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.2M +3% 17k 71.92
Ishares Esg Awr Msci Em (ESGE) 0.3 $1.1M -6% 34k 32.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.1M 5.7k 188.72
Southern Company (SO) 0.3 $996k 14k 71.28
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $994k 9.5k 104.63
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $952k -6% 7.0k 136.37
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $939k +8% 49k 19.06
Vanguard World Mega Grwth Ind (MGK) 0.2 $859k +13% 4.7k 181.65
Philip Morris International (PM) 0.2 $849k 8.6k 98.72
Wal-Mart Stores (WMT) 0.2 $821k 6.8k 121.63
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $818k +33% 16k 49.98
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $779k -6% 29k 27.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $771k 2.8k 272.92
Alphabet Cap Stk Cl A (GOOGL) 0.2 $662k -7% 304.00 2177.63
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.2 $655k 38k 17.33
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $648k 7.0k 92.40
Caterpillar (CAT) 0.2 $638k 3.6k 178.66
Procter & Gamble Company (PG) 0.2 $603k 4.2k 143.71
Edwards Lifesciences (EW) 0.2 $580k -5% 6.1k 95.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $576k -13% 5.2k 111.74
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $574k +25% 6.7k 85.30
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $545k 10k 52.86
Ishares Tr Core S&p500 Etf (IVV) 0.2 $539k -7% 1.4k 379.04
CVS Caremark Corporation (CVS) 0.1 $500k 5.4k 92.59
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $494k NEW 8.8k 56.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $482k +23% 9.7k 49.95
Duke Energy Corp Com New (DUK) 0.1 $446k 4.2k 107.21
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $427k 13k 32.83
Vanguard Index Fds Large Cap Etf (VV) 0.1 $417k -5% 2.4k 172.39
Pepsi (PEP) 0.1 $402k 2.4k 166.81
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $401k +50% 5.0k 80.64
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $374k 5.9k 63.45
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $358k -6% 7.4k 48.16
Amgen (AMGN) 0.1 $352k -3% 1.4k 243.60
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $331k -3% 5.4k 61.31
Vanguard World Fds Utilities Etf (VPU) 0.1 $329k 2.2k 152.17
Ishares Tr Blackrock Ultra (ICSH) 0.1 $325k 6.5k 50.00
Intel Corporation (INTC) 0.1 $292k -17% 7.8k 37.42
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $289k +4% 3.7k 79.18
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $274k +30% 3.7k 74.99
Cisco Systems (CSCO) 0.1 $273k -23% 6.4k 42.63
Pfizer (PFE) 0.1 $263k 5.0k 52.49
Merck & Co (MRK) 0.1 $262k 2.9k 91.00
Nestle S A F Common (NSRGY) 0.1 $260k 2.2k 116.33
Verizon Communications (VZ) 0.1 $259k 5.1k 50.78
Medtronic SHS (MDT) 0.1 $255k 2.8k 89.69
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $242k 3.0k 80.56
Exxon Mobil Corporation (XOM) 0.1 $241k 2.8k 85.49
Public Storage (PSA) 0.1 $235k 750.00 313.33
Ishares Msci Global Gold Miners Eft Common 0.1 $234k -4% 11k 21.80
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $231k 4.5k 51.33
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $226k -5% 4.0k 56.50
Lockheed Martin Corporation (LMT) 0.1 $215k 500.00 430.00
Vanguard World Fds Financials Etf (VFH) 0.1 $209k NEW 2.7k 77.29
UnitedHealth (UNH) 0.1 $201k NEW 392.00 512.76
Annaly Capital Management (NLY) 0.0 $168k 29k 5.89

Past Filings by White Lighthouse Investment Management

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

View all past filings