White Lighthouse Investment Management

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

Portfolio Holdings for White Lighthouse Investment Management

Companies in the White Lighthouse Investment Management portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 13.7 $37M +4% 184k 202.09
Vanguard Whitehall Fds High Div Yld (VYM) 6.5 $18M +8% 224k 78.78
Vanguard World Fds Inf Tech Etf (VGT) 3.9 $11M +40% 39k 278.72
Vanguard Star Vg Tl Intl Stk F (VXUS) 3.9 $11M -20% 214k 49.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.3 $9.0M -15% 109k 82.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.2 $8.6M -8% 90k 95.14
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.1 $8.4M -6% 79k 106.29
Vanguard Bd Index Short Trm Bond (BSV) 3.0 $8.3M 100k 83.11
Vanguard Index Fds Value Etf (VTV) 2.6 $7.1M +37% 71k 99.59
Ishares Tr Core Msci Total (IXUS) 2.5 $6.9M +144% 127k 54.52
Vanguard Group Div App Etf (VIG) 2.5 $6.8M +2% 58k 117.19
Ishares Gold Trust Ishares (IAU) 2.4 $6.4M -6% 377k 16.99
Ishares Tr Select Divid Etf (DVY) 2.3 $6.3M -6% 78k 80.72
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.3 $6.3M +9% 101k 62.20
Ishares Tr Rus 1000 Grw Etf (IWF) 2.2 $6.0M -4% 31k 191.95
Ishares Tr Short Treas Bd (SHV) 2.2 $5.9M -8% 54k 110.75
Ishares Tr N Amer Tech Etf (IGM) 1.9 $5.1M -10% 18k 279.17
Apple (AAPL) 1.7 $4.5M 13k 364.77
Invesco Qqq Trust Common 1.6 $4.4M -8% 18k 247.61
Vanguard Bd Index Total Bnd Mrkt (BND) 1.5 $4.2M +11% 47k 88.33
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.3 $3.4M -23% 69k 50.18
Vanguard Bd Index Intermed Term (BIV) 1.3 $3.4M -10% 37k 93.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $3.2M -11% 11k 283.44
Vanguard World Fds Health Car Etf (VHT) 1.2 $3.2M +6% 17k 192.65
Ishares Tr National Mun Etf (MUB) 1.0 $2.8M 24k 115.40
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.0 $2.6M -15% 16k 165.10
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $2.6M -4% 44k 60.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $2.5M -29% 64k 39.62
Ishares Tr Usa Momentum Fct (MTUM) 0.9 $2.4M -15% 18k 131.02
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $2.3M -15% 29k 78.53
Ishares Tr Core S&p Us Gwt (IUSG) 0.8 $2.2M 31k 71.87
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $2.2M -23% 23k 95.71
Vanguard Bd Index Long Term Bond (BLV) 0.8 $2.1M -8% 19k 111.63
Vanguard Index Fds Small Cp Etf (VB) 0.8 $2.1M +27% 15k 145.72
Amazon (AMZN) 0.8 $2.1M -11% 744.00 2759.41
Ishares Tr Nasdaq Biotech (IBB) 0.7 $1.9M 14k 136.68
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $1.9M -25% 18k 106.92
Ishares Msci Em Esg Opz (ESGE) 0.6 $1.8M -25% 55k 32.07
Vanguard World Esg Us Stk Etf (ESGV) 0.6 $1.6M 29k 56.41
Ishares Tr Glob Hlthcre Etf (IXJ) 0.6 $1.6M -3% 23k 68.76
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.6 $1.5M -11% 42k 36.68
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $1.5M 32k 48.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.5M -3% 4.9k 308.30
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.4M +59% 8.5k 163.97
Ishares Tr Usa Quality Fctr (QUAL) 0.5 $1.4M -7% 14k 95.89
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $1.3M -15% 7.7k 169.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.3M -4% 8.0k 156.53
Johnson & Johnson (JNJ) 0.5 $1.2M -2% 8.8k 140.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.2M +18% 25k 47.62
Ishares Tr Cohen Steer Reit (ICF) 0.4 $1.1M -2% 11k 100.91
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $1.1M -47% 10.0k 109.24
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.0M 9.5k 107.89
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $989k +10% 8.4k 118.05
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $982k -27% 25k 38.81
Microsoft Corporation (MSFT) 0.4 $981k -5% 4.8k 203.53
Wal-Mart Stores (WMT) 0.4 $968k +29% 8.1k 119.73
Ishares Tr Msci Eafe Esg Op (ESGD) 0.4 $958k -4% 16k 60.58
Arista Networks (ANET) 0.3 $903k 4.3k 210.00
Spdr Gold Trust Gold Shs (GLD) 0.3 $900k -6% 5.4k 167.41
Ishares Tr Etf Msci Usa (ESGU) 0.3 $814k +4% 12k 70.02
Ishares Msci Gbl Gold Mn (RING) 0.3 $776k -15% 26k 30.22
Vanguard World Mega Grwth Ind (MGK) 0.3 $775k +18% 4.7k 163.47
Southern Company (SO) 0.3 $758k +37% 15k 51.83
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $744k -14% 15k 50.27
Philip Morris International (PM) 0.2 $678k +3% 9.7k 70.06
Goldman Sachs Etf Tr Equity Etf (GSLC) 0.2 $636k -15% 10k 62.62
Tesla Motors (TSLA) 0.2 $605k 560.00 1080.36
Bayer Ag F Common (BAYRY) 0.2 $600k 32k 18.63
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $590k 5.5k 108.26
Procter & Gamble Company (PG) 0.2 $560k -6% 4.7k 119.56
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $542k -25% 18k 29.76
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.2 $538k +89% 6.9k 77.71
Ishares Tr Core S&p500 Etf (IVV) 0.2 $533k +38% 1.7k 309.52
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $533k +45% 7.8k 68.25
Cisco Systems (CSCO) 0.2 $526k -22% 11k 46.65
Alphabet Cap Stk Cl A (GOOGL) 0.2 $510k -28% 360.00 1416.67
Spdr Ser Tr Spdr Bloomberg (BIL) 0.2 $499k -32% 5.5k 91.56
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $479k -6% 38k 12.53
Caterpillar (CAT) 0.2 $468k 3.7k 126.49
Intel Corporation (INTC) 0.2 $467k 7.8k 59.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $458k NEW 8.8k 51.80
Ishares Tr Ultr Sh Trm Bd (ICSH) 0.2 $430k -8% 8.5k 50.62
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $399k -24% 7.9k 50.28
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $395k -22% 2.0k 199.80
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $390k -10% 6.1k 63.66
CVS Caremark Corporation (CVS) 0.1 $364k NEW 5.6k 64.94
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $356k -35% 4.4k 81.60
Amgen (AMGN) 0.1 $354k 1.5k 236.00
Pepsi (PEP) 0.1 $350k -2% 2.6k 132.13
Duke Energy Corp Com New (DUK) 0.1 $349k NEW 4.4k 79.79
Edwards Lifesciences (EW) 0.1 $340k +200% 4.9k 69.06
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $323k NEW 2.0k 158.33
British Amern Tob Sponsored Adr (BTI) 0.1 $311k 8.0k 38.88
Verizon Communications (VZ) 0.1 $300k 5.4k 55.16
Merck & Co (MRK) 0.1 $294k NEW 3.8k 77.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $291k -36% 1.6k 178.53
Ishares Tr S&p Us Pfd Stk (PFF) 0.1 $281k -8% 8.1k 34.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $270k NEW 2.7k 101.58
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $268k -5% 3.2k 83.23
Vanguard Mun Bd Tax Exempt Bd (VTEB) 0.1 $254k -17% 4.7k 54.04
Spdr Series Trust Nuv Hghyld Mun (HYMB) 0.1 $254k 4.5k 56.44
Nestle S A F Common (NSRGY) 0.1 $250k -15% 2.3k 110.38
Lockheed Martin Corporation (LMT) 0.1 $249k -10% 681.00 365.64
Medtronic SHS (MDT) 0.1 $248k 2.7k 91.68
UnitedHealth (UNH) 0.1 $245k 829.00 295.54
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $245k -33% 2.2k 111.62
Annaly Capital Management (NLY) 0.1 $242k 37k 6.57
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $242k -19% 4.7k 51.59
Tencent Holdings F Common (TCEHY) 0.1 $233k NEW 3.6k 64.10
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $223k NEW 1.0k 215.88

Past Filings by White Lighthouse Investment Management

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