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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 41.49% of White Lighthouse Investment Management's stock portfolio.
Added to shares of these 10 stocks: SHV, VYM, AAPL, VXUS, VCSH, DVY, VTV, AMZN, TSLA, SOXX.
Started 3 new stock positions in TSLA, GOOG, SOXX.
Reduced shares in these 10 stocks: VUG, VGT, BSV, MGK, VIG, IWF, VGSH, CAT, RIO, VNQ.
Sold out of its positions in RIO.
White Lighthouse Investment Management was a net buyer of stock by $3.3M.
White Lighthouse Investment Management has $419M in assets under management (AUM), dropping by 5.53%.
Central Index Key (CIK): 0001727593

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Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 115 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	16.2	$68M	-4%	241k	282.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	9.3	$39M	+8%	368k	106.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.9	$25M	+3%	438k	56.08	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.8	$24M	+3%	319k	75.66	View chart
Vanguard World Fds Inf Tech Etf (VGT)	4.3	$18M	-5%	41k	442.16	View chart
Vanguard Index Fds Value Etf (VTV)	3.1	$13M	+3%	90k	142.10	View chart
Ishares Tr Short Treas Bd (SHV)	2.7	$11M	+40%	102k	110.45	View chart
Ishares Tr Core Msci Total (IXUS)	2.6	$11M	+2%	175k	62.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.4	$10M		137k	72.69	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.4	$9.9M		125k	79.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.2	$9.4M	-4%	58k	162.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.1	$9.0M	-4%	33k	275.18	View chart
Ishares Gold Trust Common	2.0	$8.4M		231k	36.39	View chart
Apple (AAPL)	2.0	$8.2M	+23%	43k	193.97	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.9	$8.1M	-10%	107k	75.57	View chart
Ishares Tr Select Divid Etf (DVY)	1.9	$7.9M	+9%	70k	113.30	View chart
Vanguard World Fds Health Car Etf (VHT)	1.7	$7.2M		29k	244.82	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.5	$6.3M		81k	78.49	View chart
Ishares Tr Core Total Usd (IUSB)	1.5	$6.2M		136k	45.47	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	1.3	$5.5M		14k	392.87	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$5.2M		31k	165.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$4.9M	+3%	12k	407.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$4.1M	+3%	21k	198.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$4.0M		11k	369.43	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$3.8M	-8%	67k	57.73	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$3.4M		64k	53.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$3.1M		43k	72.62	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.7	$3.0M		22k	138.38	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.7	$2.9M	-3%	38k	78.35	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$2.9M		62k	47.42	View chart
Arista Networks (ANET)	0.7	$2.8M		17k	162.06	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.6	$2.7M	-3%	13k	205.77	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$2.7M	-5%	32k	83.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$2.7M		12k	220.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.4M		11k	220.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.3M	-3%	57k	40.68	View chart
Amazon (AMZN)	0.5	$2.2M	+18%	17k	130.36	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.9M		18k	106.73	View chart
Microsoft Corporation (MSFT)	0.4	$1.9M		5.5k	340.55	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$1.8M	-2%	35k	52.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.8M		4.1k	443.33	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$1.8M	-3%	19k	97.46	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.4	$1.8M		21k	84.99	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$1.6M	-2%	14k	114.93	View chart
Ishares Tr Ishares Biotech (IBB)	0.4	$1.6M		13k	126.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.5M		33k	46.18	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.4	$1.5M		20k	74.92	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.4	$1.5M	-4%	18k	84.17	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$1.5M	-9%	15k	97.64	View chart
Johnson & Johnson (JNJ)	0.3	$1.3M		8.0k	165.52	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.3M	-3%	7.3k	178.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.2M		25k	50.22	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$1.2M	+4%	17k	72.93	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.2M		22k	54.41	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.3	$1.1M	+3%	20k	55.57	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$1.1M		22k	50.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.1M	+10%	3.2k	341.00	View chart
Wal-Mart Stores (WMT)	0.3	$1.1M		6.8k	157.18	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.3	$1.1M	-9%	3.7k	283.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.0M	+26%	8.8k	119.70	View chart
Southern Company (SO)	0.2	$990k		14k	70.25	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$988k		9.5k	104.04	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$951k	-38%	4.0k	235.32	View chart
Vanguard World Fds Comm Srvc Etf (VOX)	0.2	$937k	-9%	8.8k	106.31	View chart
Philip Morris International (PM)	0.2	$840k		8.6k	97.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$800k		1.8k	445.83	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.2	$793k		43k	18.37	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$773k	-3%	24k	31.63	View chart
Edwards Lifesciences (EW)	0.2	$768k		8.1k	94.32	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$759k		16k	48.06	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$692k		11k	61.70	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$679k	+11%	9.0k	75.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$677k	+2%	6.8k	99.65	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.2	$641k	-7%	35k	18.40	View chart
Caterpillar (CAT)	0.2	$633k	-36%	2.6k	246.05	View chart
Procter & Gamble Company (PG)	0.1	$620k		4.1k	151.74	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$608k	+27%	7.0k	86.54	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$586k		20k	30.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$557k		4.1k	134.87	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$555k	+3%	15k	36.99	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$554k	-22%	3.8k	144.25	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$473k		2.3k	202.72	View chart
Vanguard World Fds Utilities Etf (VPU)	0.1	$451k	-8%	3.2k	142.17	View chart
Pepsi (PEP)	0.1	$433k		2.3k	185.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$413k		5.5k	74.95	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$409k		5.9k	69.71	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$395k	-5%	6.3k	62.21	View chart
Duke Energy Corp Com New (DUK)	0.1	$373k		4.2k	89.74	View chart
CVS Caremark Corporation (CVS)	0.1	$373k		5.4k	69.13	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$355k		3.8k	93.64	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$342k		2.0k	173.86	View chart
Exxon Mobil Corporation (XOM)	0.1	$340k		3.2k	107.25	View chart
Tesla Motors (TSLA)	0.1	$337k	NEW	1.3k	261.77	View chart
Merck & Co (MRK)	0.1	$332k		2.9k	115.39	View chart
Cisco Systems (CSCO)	0.1	$331k		6.4k	51.74	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$327k		6.5k	50.30	View chart
Amgen (AMGN)	0.1	$321k		1.4k	222.02	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$304k	+9%	4.9k	62.27	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$298k	-4%	3.1k	96.63	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$285k	NEW	561.00	507.26	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$282k	+2%	5.8k	48.88	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$277k		2.9k	95.41	View chart
Nestle S A F Sponsored Adr 1 Adr Reps 1 Ord Common (NSRGY)	0.1	$273k		2.3k	120.35	View chart
Intel Corporation (INTC)	0.1	$261k		7.8k	33.44	View chart
Asml Hldgs Nv F Common (ASMLF)	0.1	$254k		350.00	724.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$243k		3.4k	70.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$240k	-3%	6.7k	35.65	View chart
Medtronic SHS (MDT)	0.1	$240k		2.7k	88.10	View chart
Honeywell International (HON)	0.1	$233k		1.1k	207.50	View chart
Lockheed Martin Corporation (LMT)	0.1	$230k		500.00	460.38	View chart
Vanguard World Fds Financials Etf (VFH)	0.1	$225k	-9%	2.8k	81.24	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$225k		9.0k	25.01	View chart
Public Storage (PSA)	0.1	$219k		750.00	291.88	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$217k	-2%	6.4k	33.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$211k	NEW	1.7k	120.95	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 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
White Lighthouse Investment Management 2019 Q4 filed Jan. 24, 2020
White Lighthouse Investment Management 2019 Q3 filed Nov. 13, 2019

View all past filings

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