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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 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 PSA, JPM, XLV, AFRM, BIL, RIO.
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	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	9.6	$44M	+5%	392k	111.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.1	$28M	+3%	479k	57.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.9	$23M	-6%	292k	77.37	View chart
Vanguard World Fds Inf Tech Etf (VGT)	4.3	$20M		40k	484.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.1	$14M	+21%	193k	73.55	View chart
Vanguard Index Fds Value Etf (VTV)	3.1	$14M		94k	149.50	View chart
Ishares Tr Short Treas Bd (SHV)	3.0	$14M	+11%	123k	110.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.7	$12M	+12%	152k	81.28	View chart
Ishares Tr Core Msci Total (IXUS)	2.6	$12M		185k	64.93	View chart
Ishares Gold Trust Common	2.2	$9.9M	+2%	254k	39.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.1	$9.7M		57k	170.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.1	$9.5M	-7%	123k	77.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.1	$9.4M	-2%	31k	303.17	View chart
Ishares Tr Select Divid Etf (DVY)	1.8	$8.2M		70k	117.22	View chart
Apple (AAPL)	1.6	$7.2M	-10%	38k	192.53	View chart
Vanguard World Fds Health Car Etf (VHT)	1.5	$6.9M	-4%	27k	250.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$6.5M	+14%	15k	436.80	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.4	$6.3M	+7%	79k	80.15	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	1.3	$6.0M		13k	448.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$5.7M		32k	179.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$4.9M	+9%	23k	213.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$4.4M		11k	409.53	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$4.2M	-31%	91k	46.07	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.9	$4.1M	+9%	75k	55.28	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$3.9M	-4%	67k	58.33	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$3.5M	+15%	39k	88.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$3.3M	+10%	14k	232.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$3.2M	-2%	43k	76.13	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.7	$3.2M		38k	85.06	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$3.2M	+3%	67k	47.49	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.6	$3.0M	-3%	20k	145.01	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$2.9M	+96%	39k	76.38	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.6	$2.7M	-5%	12k	219.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.5M		11k	237.22	View chart
Amazon (AMZN)	0.5	$2.5M	-6%	16k	151.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.4M	-4%	58k	41.10	View chart
Microsoft Corporation (MSFT)	0.5	$2.2M	+2%	5.8k	376.02	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.1M	-2%	4.4k	475.34	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$1.9M		19k	104.92	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.4	$1.8M	-18%	25k	74.58	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.8M	-5%	17k	108.41	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.4	$1.8M		21k	86.72	View chart
Ishares Tr Ishares Biotech (IBB)	0.4	$1.7M	+2%	13k	135.85	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$1.7M		14k	125.14	View chart
Arista Networks (ANET)	0.4	$1.6M	-18%	7.0k	235.51	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$1.6M		17k	91.05	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$1.5M	-7%	30k	52.20	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$1.5M	-5%	14k	104.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.4M		7.3k	191.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.4M	-10%	29k	47.90	View chart
UnitedHealth (UNH)	0.3	$1.4M		2.6k	526.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.4M	+8%	27k	51.05	View chart
Johnson & Johnson (JNJ)	0.3	$1.3M		8.5k	156.74	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.3	$1.3M	+11%	4.3k	304.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.3M		9.4k	139.69	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$1.3M		17k	75.54	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.3M	-4%	22k	56.14	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.3	$1.2M		21k	58.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.1M	-6%	3.2k	356.66	View chart
Vanguard World Fds Comm Srvc Etf (VOX)	0.2	$1.1M	+6%	9.5k	117.73	View chart
Wal-Mart Stores (WMT)	0.2	$1.1M		6.8k	157.65	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$1.0M		9.5k	105.43	View chart
Southern Company (SO)	0.2	$988k		14k	70.12	View chart
Amgen (AMGN)	0.2	$951k		3.3k	288.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$946k	+3%	2.0k	477.71	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$915k	-19%	18k	51.28	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$886k	-13%	3.4k	259.51	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.2	$816k	-5%	41k	19.74	View chart
Philip Morris International (PM)	0.2	$809k		8.6k	94.08	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$791k		12k	64.48	View chart
Caterpillar (CAT)	0.2	$760k		2.6k	295.68	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$701k	-12%	22k	32.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$698k	-4%	6.5k	108.25	View chart
Edwards Lifesciences (EW)	0.1	$621k		8.1k	76.25	View chart
Procter & Gamble Company (PG)	0.1	$599k		4.1k	146.54	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$594k	-18%	6.7k	89.06	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$591k	NEW	12k	49.14	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$590k	+31%	9.2k	63.75	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$553k	+15%	8.0k	69.47	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$522k		3.3k	156.89	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$509k		2.3k	218.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$505k	-10%	3.4k	147.14	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$491k	-15%	13k	39.10	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$449k	-18%	15k	31.01	View chart
CVS Caremark Corporation (CVS)	0.1	$426k		5.4k	78.96	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$423k		5.9k	72.02	View chart
Duke Energy Corp Com New (DUK)	0.1	$404k		4.2k	97.04	View chart
Pepsi (PEP)	0.1	$397k		2.3k	169.84	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$394k	-26%	25k	15.57	View chart
Intel Corporation (INTC)	0.1	$392k		7.8k	50.25	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$389k	+18%	3.7k	104.46	View chart
Vanguard World Fds Utilities Etf (VPU)	0.1	$367k	-5%	2.7k	137.05	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$353k	+7%	7.0k	50.36	View chart
Exxon Mobil Corporation (XOM)	0.1	$350k		3.5k	99.98	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$348k	+9%	7.0k	49.37	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$336k		3.3k	100.51	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$327k	-26%	3.9k	82.96	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$324k	+2%	562.00	576.10	View chart
Cisco Systems (CSCO)	0.1	$323k	+6%	6.4k	50.52	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$321k		1.7k	192.48	View chart
Merck & Co (MRK)	0.1	$314k		2.9k	109.02	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$303k	-18%	6.3k	48.45	View chart
Vanguard World Fds Financials Etf (VFH)	0.1	$278k		3.0k	92.27	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$274k	-2%	2.8k	96.85	View chart
Asml Hldgs Nv F Common (ASMLF)	0.1	$265k		350.00	756.92	View chart
Nestle S A F Sponsored Adr 1 Adr Reps 1 Ord Common (NSRGY)	0.1	$262k		2.3k	115.63	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$253k	NEW	2.8k	91.39	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$252k	NEW	1.9k	136.38	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$249k	-20%	2.5k	99.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$247k		6.7k	36.96	View chart
JPMorgan Chase & Co. (JPM)	0.1	$234k	NEW	1.4k	170.10	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$230k	+2%	6.6k	34.89	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$230k		2.4k	94.73	View chart
Public Storage (PSA)	0.1	$229k	NEW	750.00	305.00	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$228k		9.0k	25.30	View chart
Lockheed Martin Corporation (LMT)	0.0	$227k		500.00	453.24	View chart
Honeywell International (HON)	0.0	$225k	-4%	1.1k	209.71	View chart
Medtronic SHS (MDT)	0.0	$224k		2.7k	82.38	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$223k	NEW	3.0k	74.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$219k	-34%	1.6k	140.90	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 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
White Lighthouse Investment Management 2020 Q2 filed July 23, 2020
White Lighthouse Investment Management 2020 Q1 filed April 7, 2020

View all past filings

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