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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, VGT, and represent 41.56% of White Lighthouse Investment Management's stock portfolio.
Added to shares of these 10 stocks: SHV (+$6.4M), VYM, BND, VCIT, VCSH, VNQ, VXUS, VUG, VTV, AVGO.
Started 6 new stock positions in ISRG, VONG, AVGO, NLY, PANW, ASML.
Reduced shares in these 10 stocks: AAPL, IAU, IWF, CVS, ANET, INTC, VGSH, ASMLF, IUSB, DVY.
Sold out of its positions in CVS, INTC, NSRGY, PSA, ASMLF.
White Lighthouse Investment Management was a net buyer of stock by $14M.
White Lighthouse Investment Management has $518M in assets under management (AUM), dropping by 5.29%.
Central Index Key (CIK): 0001727593

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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 121 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	17.0	$88M		236k	373.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	9.5	$50M	+4%	417k	118.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.0	$31M	+2%	515k	60.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.6	$24M	+5%	311k	77.27	View chart
Vanguard World Inf Tech Etf (VGT)	4.4	$23M		40k	576.15	View chart
Ishares Tr Short Treas Bd (SHV)	4.3	$22M	+40%	201k	110.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.1	$16M	+11%	226k	72.01	View chart
Vanguard Index Fds Value Etf (VTV)	3.0	$16M	+2%	99k	159.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.9	$15M	+10%	188k	79.93	View chart
Ishares Tr Core Msci Total (IXUS)	2.5	$13M		190k	67.56	View chart
Ishares Gold Tr Ishares New (IAU)	2.1	$11M	-5%	252k	43.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$10M		56k	182.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$10M	-4%	28k	364.51	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.7	$8.9M	-2%	116k	76.70	View chart
Ishares Tr Select Divid Etf (DVY)	1.6	$8.1M	-2%	67k	120.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$7.8M		16k	500.11	View chart
Vanguard World Health Car Etf (VHT)	1.4	$7.5M		28k	266.00	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	1.4	$7.3M	+2%	78k	94.31	View chart
Apple (AAPL)	1.4	$7.2M	-9%	34k	210.62	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.2	$6.4M	+5%	85k	75.86	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$5.9M	+2%	33k	182.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$5.5M	+6%	25k	218.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$4.9M	-4%	10k	479.13	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$4.9M	+5%	100k	48.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$4.5M	+23%	53k	83.73	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$4.4M		77k	57.27	View chart
Ishares Tr Core Total Usd (IUSB)	0.8	$3.9M	-7%	87k	45.22	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$3.9M	-7%	68k	57.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$3.9M	+6%	16k	242.10	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.7	$3.9M		40k	96.62	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$3.4M	+5%	46k	74.89	View chart
Amazon (AMZN)	0.6	$3.3M	+4%	17k	193.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$3.3M		42k	77.76	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.6	$2.9M	-2%	20k	150.43	View chart
Microsoft Corporation (MSFT)	0.5	$2.8M	+9%	6.3k	446.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.8M	+3%	11k	267.52	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$2.7M		12k	229.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.4M	-5%	54k	43.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.2M	-7%	4.1k	544.24	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.2M	+16%	20k	106.55	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$2.1M	+3%	40k	52.01	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$2.0M	-9%	17k	119.32	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.4	$1.9M		21k	92.84	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$1.7M		14k	128.43	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$1.7M		13k	137.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.7M		9.4k	182.15	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$1.7M	-7%	13k	127.48	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.6M	+17%	33k	50.11	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$1.6M	-9%	15k	103.85	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$1.6M		22k	70.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.5M	-2%	7.1k	215.01	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$1.5M		19k	78.78	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$1.5M		4.7k	312.36	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$1.5M		11k	138.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.4M		29k	49.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.4M	+11%	3.4k	406.80	View chart
Wal-Mart Stores (WMT)	0.3	$1.4M		20k	67.71	View chart
UnitedHealth (UNH)	0.3	$1.3M		2.6k	509.26	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.2M		21k	58.64	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.2	$1.2M	+4%	22k	57.29	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M		8.3k	146.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.2M	+7%	2.2k	547.32	View chart
Southern Company (SO)	0.2	$1.1M		14k	77.57	View chart
Amgen (AMGN)	0.2	$1.0M	+3%	3.3k	312.47	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$1.0M	-4%	3.2k	314.21	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$993k		9.5k	104.55	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$923k		18k	51.24	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$900k		41k	22.07	View chart
Caterpillar (CAT)	0.2	$856k		2.6k	333.11	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$839k		13k	66.77	View chart
Edwards Lifesciences (EW)	0.1	$752k		8.1k	92.36	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$742k	-2%	22k	33.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$716k		6.7k	106.66	View chart
Philip Morris International (PM)	0.1	$709k	-18%	7.0k	101.33	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$684k	+5%	11k	62.91	View chart
Procter & Gamble Company (PG)	0.1	$665k		4.0k	164.92	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$615k	+2%	6.9k	88.48	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$614k	-2%	3.2k	194.87	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$574k		3.4k	170.76	View chart
Merck & Co (MRK)	0.1	$555k	+55%	4.5k	123.80	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$541k	-8%	6.7k	81.16	View chart
Arista Networks (ANET)	0.1	$526k	-44%	1.5k	350.48	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$507k	+5%	13k	39.34	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$491k	-15%	2.0k	249.62	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$475k	+38%	2.1k	226.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$471k	+40%	2.6k	183.40	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$450k	-7%	13k	33.93	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$435k		5.9k	74.17	View chart
Vanguard World Utilities Etf (VPU)	0.1	$429k	+9%	2.9k	147.92	View chart
Duke Energy Corp Com New (DUK)	0.1	$417k		4.2k	100.23	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$416k	+39%	14k	30.21	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$416k	+2%	1.7k	246.63	View chart
Vanguard World Financials Etf (VFH)	0.1	$415k	+24%	4.2k	99.88	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$393k		3.6k	110.35	View chart
Pepsi (PEP)	0.1	$385k		2.3k	164.93	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$376k	+21%	28k	13.32	View chart
Broadcom (AVGO)	0.1	$376k	NEW	234.00	1605.53	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$369k	NEW	3.9k	93.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$368k		3.6k	100.84	View chart
JPMorgan Chase & Co. (JPM)	0.1	$361k	+29%	1.8k	202.26	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$358k	NEW	350.00	1022.73	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$354k		3.2k	112.37	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$354k		7.0k	50.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$346k		7.1k	48.67	View chart
Exxon Mobil Corporation (XOM)	0.1	$345k		3.0k	115.12	View chart
Cisco Systems (CSCO)	0.1	$304k	+6%	6.4k	47.51	View chart
Honeywell International (HON)	0.1	$276k	+20%	1.3k	213.54	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$270k		1.9k	145.75	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$270k		2.9k	94.27	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$263k	-12%	5.5k	48.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$257k		6.7k	38.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$236k		2.4k	97.07	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$235k		6.6k	35.58	View chart
Lockheed Martin Corporation (LMT)	0.0	$234k		500.00	467.10	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$229k		9.0k	25.44	View chart
Palo Alto Networks (PANW)	0.0	$224k	NEW	660.00	339.01	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$222k	-23%	2.2k	102.30	View chart
Intuitive Surgical Com New (ISRG)	0.0	$217k	NEW	487.00	444.85	View chart
Medtronic SHS (MDT)	0.0	$214k		2.7k	78.71	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$213k		2.0k	106.95	View chart
Annaly Capital Management In Com New (NLY)	0.0	$198k	NEW	10k	19.06	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 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
White Lighthouse Investment Management 2020 Q3 filed Oct. 15, 2020

View all past filings

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