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 40.83% of White Lighthouse Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: BND, VYM, BIV, SHV, VCIT, VXUS, VOO, AFRM, VNQ, VUG.
  • Started 6 new stock positions in RIO, PSA, XLV, AFRM, JPM, BIL.
  • Reduced shares in these 10 stocks: IUSB, VCSH, AAPL, BSV, BLV, ANET, VHT, , IWF, IGSB.
  • Sold out of its positions in IVW, IWM, TSLA.
  • White Lighthouse Investment Management was a net buyer of stock by $5.9M.
  • White Lighthouse Investment Management has $457M in assets under management (AUM), dropping by 10.94%.
  • Central Index Key (CIK): 0001727593

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Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 121 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 15.9 $73M 234k 310.88
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Vanguard Whitehall Fds High Div Yld (VYM) 9.6 $44M +5% 392k 111.63
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.1 $28M +3% 479k 57.96
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.9 $23M -6% 292k 77.37
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Vanguard World Fds Inf Tech Etf (VGT) 4.3 $20M 40k 484.00
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.1 $14M +21% 193k 73.55
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Vanguard Index Fds Value Etf (VTV) 3.1 $14M 94k 149.50
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Ishares Tr Short Treas Bd (SHV) 3.0 $14M +11% 123k 110.13
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.7 $12M +12% 152k 81.28
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Ishares Tr Core Msci Total (IXUS) 2.6 $12M 185k 64.93
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Ishares Gold Trust Common 2.2 $9.9M +2% 254k 39.03
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Vanguard Specialized Funds Div App Etf (VIG) 2.1 $9.7M 57k 170.40
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Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $9.5M -7% 123k 77.02
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Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $9.4M -2% 31k 303.17
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Ishares Tr Select Divid Etf (DVY) 1.8 $8.2M 70k 117.22
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Apple (AAPL) 1.6 $7.2M -10% 38k 192.53
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Vanguard World Fds Health Car Etf (VHT) 1.5 $6.9M -4% 27k 250.70
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $6.5M +14% 15k 436.80
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.4 $6.3M +7% 79k 80.15
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Ishares Tr Expnd Tec Sc Etf (IGM) 1.3 $6.0M 13k 448.18
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Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $5.7M 32k 179.97
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Vanguard Index Fds Small Cp Etf (VB) 1.1 $4.9M +9% 23k 213.33
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $4.4M 11k 409.53
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Ishares Tr Core Total Usd (IUSB) 0.9 $4.2M -31% 91k 46.07
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Vanguard World Esg Intl Stk Etf (VSGX) 0.9 $4.1M +9% 75k 55.28
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $3.9M -4% 67k 58.33
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Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $3.5M +15% 39k 88.36
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Vanguard Index Fds Mid Cap Etf (VO) 0.7 $3.3M +10% 14k 232.64
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $3.2M -2% 43k 76.13
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Vanguard World Esg Us Stk Etf (ESGV) 0.7 $3.2M 38k 85.06
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $3.2M +3% 67k 47.49
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $3.0M -3% 20k 145.01
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Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $2.9M +96% 39k 76.38
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $2.7M -5% 12k 219.57
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.5M 11k 237.22
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Amazon (AMZN) 0.5 $2.5M -6% 16k 151.94
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.4M -4% 58k 41.10
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Microsoft Corporation (MSFT) 0.5 $2.2M +2% 5.8k 376.02
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.1M -2% 4.4k 475.34
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.9M 19k 104.92
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $1.8M -18% 25k 74.58
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Ishares Tr National Mun Etf (MUB) 0.4 $1.8M -5% 17k 108.41
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Ishares Tr Glob Hlthcre Etf (IXJ) 0.4 $1.8M 21k 86.72
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Ishares Tr Ishares Biotech (IBB) 0.4 $1.7M +2% 13k 135.85
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Ishares Tr S&P SML 600 GWT (IJT) 0.4 $1.7M 14k 125.14
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Arista Networks (ANET) 0.4 $1.6M -18% 7.0k 235.51
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Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.6M 17k 91.05
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $1.5M -7% 30k 52.20
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Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.5M -5% 14k 104.10
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Spdr Gold Tr Gold Shs (GLD) 0.3 $1.4M 7.3k 191.17
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.4M -10% 29k 47.90
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UnitedHealth (UNH) 0.3 $1.4M 2.6k 526.47
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.4M +8% 27k 51.05
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Johnson & Johnson (JNJ) 0.3 $1.3M 8.5k 156.74
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Vanguard World Fds Consum Dis Etf (VCR) 0.3 $1.3M +11% 4.3k 304.57
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.3M 9.4k 139.69
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $1.3M 17k 75.54
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.3M -4% 22k 56.14
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Ishares Tr Cohen Steer Reit (ICF) 0.3 $1.2M 21k 58.73
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.1M -6% 3.2k 356.66
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Vanguard World Fds Comm Srvc Etf (VOX) 0.2 $1.1M +6% 9.5k 117.73
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Wal-Mart Stores (WMT) 0.2 $1.1M 6.8k 157.65
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.0M 9.5k 105.43
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Southern Company (SO) 0.2 $988k 14k 70.12
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Amgen (AMGN) 0.2 $951k 3.3k 288.02
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $946k +3% 2.0k 477.71
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $915k -19% 18k 51.28
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Vanguard World Mega Grwth Ind (MGK) 0.2 $886k -13% 3.4k 259.51
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.2 $816k -5% 41k 19.74
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Philip Morris International (PM) 0.2 $809k 8.6k 94.08
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $791k 12k 64.48
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Caterpillar (CAT) 0.2 $760k 2.6k 295.68
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Ishares Esg Awr Msci Em (ESGE) 0.2 $701k -12% 22k 32.06
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $698k -4% 6.5k 108.25
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Edwards Lifesciences (EW) 0.1 $621k 8.1k 76.25
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Procter & Gamble Company (PG) 0.1 $599k 4.1k 146.54
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $594k -18% 6.7k 89.06
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Affirm Hldgs Com Cl A (AFRM) 0.1 $591k NEW 12k 49.14
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $590k +31% 9.2k 63.75
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $553k +15% 8.0k 69.47
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $522k 3.3k 156.89
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $509k 2.3k 218.15
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $505k -10% 3.4k 147.14
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $491k -15% 13k 39.10
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $449k -18% 15k 31.01
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CVS Caremark Corporation (CVS) 0.1 $426k 5.4k 78.96
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $423k 5.9k 72.02
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Duke Energy Corp Com New (DUK) 0.1 $404k 4.2k 97.04
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Pepsi (PEP) 0.1 $397k 2.3k 169.84
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $394k -26% 25k 15.57
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Intel Corporation (INTC) 0.1 $392k 7.8k 50.25
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $389k +18% 3.7k 104.46
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Vanguard World Fds Utilities Etf (VPU) 0.1 $367k -5% 2.7k 137.05
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Ishares Tr Blackrock Ultra (ICSH) 0.1 $353k +7% 7.0k 50.36
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Exxon Mobil Corporation (XOM) 0.1 $350k 3.5k 99.98
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $348k +9% 7.0k 49.37
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $336k 3.3k 100.51
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $327k -26% 3.9k 82.96
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $324k +2% 562.00 576.10
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Cisco Systems (CSCO) 0.1 $323k +6% 6.4k 50.52
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Select Sector Spdr Tr Technology (XLK) 0.1 $321k 1.7k 192.48
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Merck & Co (MRK) 0.1 $314k 2.9k 109.02
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $303k -18% 6.3k 48.45
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Vanguard World Fds Financials Etf (VFH) 0.1 $278k 3.0k 92.27
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $274k -2% 2.8k 96.85
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Asml Hldgs Nv F Common (ASMLF) 0.1 $265k 350.00 756.92
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Nestle S A F Sponsored Adr 1 Adr Reps 1 Ord Common (NSRGY) 0.1 $262k 2.3k 115.63
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $253k NEW 2.8k 91.39
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $252k NEW 1.9k 136.38
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $249k -20% 2.5k 99.25
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $247k 6.7k 36.96
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JPMorgan Chase & Co. (JPM) 0.1 $234k NEW 1.4k 170.10
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $230k +2% 6.6k 34.89
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Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $230k 2.4k 94.73
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Public Storage (PSA) 0.1 $229k NEW 750.00 305.00
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $228k 9.0k 25.30
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Lockheed Martin Corporation (LMT) 0.0 $227k 500.00 453.24
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Honeywell International (HON) 0.0 $225k -4% 1.1k 209.71
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Medtronic SHS (MDT) 0.0 $224k 2.7k 82.38
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Rio Tinto Sponsored Adr (RIO) 0.0 $223k NEW 3.0k 74.46
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Alphabet Cap Stk Cl C (GOOG) 0.0 $219k -34% 1.6k 140.90
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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