White Lighthouse Investment Management

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

Companies in the White Lighthouse Investment Management portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Growth ETF (VUG) 9.57 142958 +7% 166.28
Vanguard High Dividend Yield ETF (VYM) 6.30 176409 +2% 88.73
Vanguard Star Fd Intl Stk Idxf 5.69 273730 51.66
Vanguard Short Term Corporate Bond ETF (VCSH) 5.56 170417 81.05
iShares Dow Jones Select Dividend (DVY) 3.43 83625 101.96
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.40 92683 91.24
Vanguard Long Term Corporate Bond ETF (VCLT) 3.37 82840 101.13
Vanguard Short-Term Bond ETF (BSV) 2.73 84110 80.79
iShares Russell 1000 Growth Index (IWF) 2.27 35365 159.62
Vanguard Dividend Appreciation ETF (VIG) 2.20 45814 +7% 119.57
iShares Lehman Short Treasury Bond (SHV) 2.20 49500 -4% 110.63
Vanguard Emerging Markets ETF (VWO) 2.10 129879 +2% 40.26
iShares Gold Trust (IAU) 2.08 365964 +4% 14.10
iShares S&P; NA Tech. Sec. Idx. Fd. (IGM) 2.05 23417 -4% 217.02
Apple (AAPL) 1.82 20171 223.98
Vanguard Information Technology ETF (VGT) 1.82 20961 +2% 215.54
Vanguard Malvern Fds strm infproidx 1.66 84221 +8% 49.05
Vanguard Value ETF (VTV) 1.64 36406 +15% 111.63
Vanguard Intermediate-Term Bond ETF (BIV) 1.37 38798 87.99
PowerShares QQQ Trust, Series 1 (QQQQ) 1.30 17153 +2% 188.83
Vanguard Mid-Cap Value ETF (VOE) 1.29 28388 +4% 113.01
Vanguard REIT ETF (VNQ) 1.23 32673 +8% 93.26
Vanguard S&p 500 Etf idx fd 1.14 10358 +7% 272.64
Vanguard Small-Cap Value ETF (VBR) 1.13 21868 +7% 128.86
Ishares Core Intl Stock Etf core 1.10 47416 +30% 57.77
Schwab Strategic Tr 0 1.05 45767 56.77
Ishares Tr Msci Usa Momentum Factor 1.05 21959 +6% 119.27
Vanguard Total Bond Market ETF (BND) 1.04 30748 +7% 84.43
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 1.01 21975 +6% 114.08
Vanguard Mid-Cap Growth ETF (VOT) 0.95 15904 +8% 148.14
iShares Russell 3000 Growth Index (IWZ) 0.93 36696 62.87
Vanguard Long-Term Bond ETF (BLV) 0.87 21010 102.67
Vanguard Health Care ETF (VHT) 0.87 12824 +3% 167.65
Vanguard Small-Cap ETF (VB) 0.80 12913 +10% 153.88
iShares S&P; SmallCap 600 Growth (IJT) 0.79 11012 178.35
Vanguard Europe Pacific ETF (VEA) 0.67 40680 +5% 41.08
Rydex S&P; Equal Weight ETF (RSP) 0.63 14376 -3% 108.10
SPDR S&P; 500 ETF (SPY) 0.60 5016 296.65
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.59 12858 +18% 113.31
iShares S&P; Global Healthcare Sect. (IXJ) 0.59 23907 +3% 61.07
Ishares Inc msci em esg se 0.59 45110 -3% 32.52
iShares NASDAQ Biotechnology Index (IBB) 0.55 13658 99.50
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.50 9674 -15% 127.46
iShares Cohen & Steers Realty Maj. (ICF) 0.49 10150 -2% 120.00
Johnson & Johnson (JNJ) 0.48 9125 129.42
Ishares Msci Usa Quality Facto invalid 0.47 12582 +10% 92.43
Vanguard Total Stock Market ETF (VTI) 0.46 7500 +10% 150.93
Amazon (AMZN) 0.42 606 +4% 1735.97
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.41 9500 106.53
Vanguard European ETF (VGK) 0.41 18844 53.60
Arista Networks 0.41 4300 238.84
Ishares Inc em mkt min vol 0.40 17445 +11% 57.09
Vanguard Sht Term Govt Bond ETF (VGSH) 0.37 15192 NEW 60.95
SPDR Gold Trust (GLD) 0.33 5843 +6% 138.80
Goldman Sachs Etf Tr 0.33 13529 +7% 59.87
iShares S&P; 500 Value Index (IVE) 0.32 6752 -4% 119.08
Vaneck Vectors Gold Miners mutual 0.32 29546 +11% 26.70
Berkshire Hathaway (BRK.B) 0.31 3646 207.90
Cisco Systems (CSCO) 0.31 15332 +2% 49.44
Vanguard Mid-Cap ETF (VO) 0.31 4619 167.57
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.31 7640 +6% 101.70
Wal-Mart Stores (WMT) 0.30 6246 -18% 118.64
Vanguard FTSE All-World ex-US ETF (VEU) 0.30 14810 +21% 49.90
Microsoft Corporation (MSFT) 0.29 5221 +3% 139.05
Philip Morris International (PM) 0.29 9350 +6% 75.94
Spdr Index Shs Fds s^p global nat res 0.26 14820 43.05
Nestle Sa Cham Et Vevey eqfor 0.26 6065 108.49
Procter & Gamble Company (PG) 0.24 4727 124.39
Vanguard Charlotte Fds intl bd idx etf 0.24 10163 -37% 58.84
Alphabet Inc Class A cs 0.24 491 +5% 1222.00
Bayer AG (BAYRY) 0.23 32200 17.70
Ishares Tr liquid inc etf 0.22 10878 50.38
iShares MSCI Emerging Markets Indx (EEM) 0.21 12634 -14% 40.84
Vanguard Pacific ETF (VPL) 0.21 7912 -8% 66.10
Ishares U S Etf Tr Short Matur sht mat bd etf 0.21 10300 -4% 50.39
Vanguard Esg U.s. Stock Etf etf 0.21 10170 +69% 51.92
Pfizer (PFE) 0.20 13797 -23% 35.95
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.20 3795 132.54
Powershares Act Mang Comm Fd db opt yld div 0.20 31093 -23% 15.63
Caterpillar (CAT) 0.19 3700 126.22
Vanguard Materials ETF (VAW) 0.19 3647 +30% 126.41
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.19 12247 +6% 37.56
Southern Company (SO) 0.18 7074 +5% 61.78
Schwab International Equity ETF (SCHF) 0.18 14054 +111% 31.88
Oracle Corporation (ORCL) 0.17 7550 +7% 54.97
Flexshares Tr mornstar upstr 0.17 13350 +13% 31.16
Ishares Msci Global Gold Min etp 0.17 19880 21.53
iShares iBoxx $ High Yid Corp Bond (HYG) 0.16 4571 +17% 87.07
ETFS Gold Trust (SGOL) 0.16 2750 141.82
iShares MSCI EAFE Growth Index (EFG) 0.16 5060 -17% 80.43
Ishares Tr trs flt rt bd 0.16 7790 -36% 50.32
Edwards Lifesciences (EW) 0.15 1641 219.99
Intel Corporation (INTC) 0.15 7403 51.47
Schwab Intl Small Cap Equity ETF (SCHC) 0.15 11732 31.79
SPDR Barclays Capital High Yield B (JNK) 0.14 3123 108.87
WisdomTree Japan Total Dividend Fd (DXJ) 0.14 6800 50.44
Annaly Capital Management (NLY) 0.13 36055 -54% 8.79
Verizon Communications (VZ) 0.13 5280 +3% 60.42
Pepsi (PEP) 0.13 2335 137.04
iShares S&P; Europe 350 Index (IEV) 0.13 7180 43.31
Pimco Total Return Etf totl 0.13 2915 NEW 108.75
Lockheed Martin Corporation (LMT) 0.12 748 390.37
Amgen (AMGN) 0.12 1500 +7% 193.33
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.12 2650 108.30
British American Tobac (BTI) 0.12 8000 36.88
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.12 2785 110.95
Wpp Plc- 0.12 4950 62.63
Medtronic 0.12 2705 108.69
Ishares Tr msci eafe esg 0.12 4775 +22% 64.08
Exxon Mobil Corporation (XOM) 0.11 4013 -12% 70.52
Honeywell International (HON) 0.11 1588 169.40
iShares Barclays TIPS Bond Fund (TIP) 0.11 2329 NEW 116.36
Schwab Strategic Tr sht tm us tres 0.11 5575 -4% 50.58
Vanguard Intl Equity Index F glb ex us etf 0.11 4700 +23% 58.51
Spdr Series Trust cmn 0.11 4500 59.33
Ishares Inc core msci emkt 0.11 5784 -7% 49.10
iShares MSCI Germany Index Fund (EWG) 0.10 9625 26.91
Vanguard Whitehall Fds Inc emerg mkt bd etf 0.10 3165 -22% 80.57
Alibaba Group Holding Ltd Spon 0.10 1449 167.01
Vaneck Vectors Amt-free Shrt M bdfund 0.10 13500 17.70
Royal Dutch Shell (RDS.A) 0.09 3750 58.93
iShares Russell Midcap Growth Idx. (IWP) 0.09 1545 141.10
Vanguard Small-Cap Growth ETF (VBK) 0.09 1266 NEW 181.67
Vanguard Mun Bd Fd Inc tax-exempt bd 0.09 4400 53.64
3M Company (MMM) 0.08 1275 164.71
UnitedHealth (UNH) 0.08 934 -9% 217.34
Vanguard Esg International Stock Etf etf 0.08 4280 NEW 49.30
iShares S&P; Global Clean Energy Index Fd (ICLN) 0.06 12530 10.93
Fiat Chrysler Auto 0.06 11000 12.91
Advisors Asset Managem Unit 1889 Divid Sustaina 0.05 12261 10.44

Past 13F-HR SEC Filings by White Lighthouse Investment Management

View All Filings