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 March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Growth ETF (VUG) 11.54 176002 +12% 156.69
Vanguard High Dividend Yield ETF (VYM) 6.10 205993 +5% 70.75
Vanguard Star Fd Intl Stk Idxf 4.73 269567 -7% 41.96
Vanguard Short Term Corporate Bond ETF (VCSH) 4.30 129862 -22% 79.10
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.62 99262 -2% 87.09
Vanguard Short-Term Bond ETF (BSV) 3.48 101329 +16% 82.18
Vanguard Long Term Corporate Bond ETF (VCLT) 3.44 84568 97.13
iShares Lehman Short Treasury Bond (SHV) 2.73 58819 +3% 111.02
iShares Dow Jones Select Dividend (DVY) 2.57 83482 73.54
iShares Gold Trust (IAU) 2.53 401278 +5% 15.07
Vanguard Dividend Appreciation ETF (VIG) 2.46 56946 +13% 103.40
Vanguard Information Technology ETF (VGT) 2.42 27343 +17% 211.90
Vanguard Sht Term Govt Bond ETF (VGSH) 2.41 92308 +337% 62.33
iShares Russell 1000 Growth Index (IWF) 2.06 32683 -7% 150.66
Vanguard Value ETF (VTV) 1.93 51690 +43% 89.07
Vanguard Malvern Fds strm infproidx 1.83 89657 -2% 48.72
iShares S&P; NA Tech. Sec. Idx. Fd. (IGM) 1.80 20337 -11% 211.78
Vanguard Intermediate-Term Bond ETF (BIV) 1.54 41163 +6% 89.33
PowerShares QQQ Trust, Series 1 (QQQQ) 1.54 19384 +9% 190.41
Vanguard Total Bond Market ETF (BND) 1.52 42472 +21% 85.35
Apple (AAPL) 1.33 12492 254.32
Vanguard Emerging Markets ETF (VWO) 1.27 90636 -29% 33.55
Vanguard S&p 500 Etf idx fd 1.27 12807 +9% 236.82
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 1.13 23940 112.99
Schwab Strategic Tr 0 1.09 45493 57.50
Vanguard Health Care ETF (VHT) 1.08 15554 166.07
Ishares Core Intl Stock Etf core 1.02 52046 +12% 47.02
Vanguard Mid-Cap Growth ETF (VOT) 1.00 18793 +2% 126.70
Vanguard Mid-Cap Value ETF (VOE) 1.00 29520 +2% 81.30
Vanguard REIT ETF (VNQ) 0.99 33897 69.86
Ishares Tr Msci Usa Momentum Factor 0.98 21909 106.49
Vanguard Long-Term Bond ETF (BLV) 0.92 20589 106.71
Vanguard Small-Cap Value ETF (VBR) 0.87 23333 88.80
Ishares Inc msci em esg se 0.84 73395 +47% 27.37
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.77 18956 +22% 96.70
iShares Russell 3000 Growth Index (IWZ) 0.74 30856 -15% 57.10
Amazon (AMZN) 0.69 840 +35% 1950.00
iShares NASDAQ Biotechnology Index (IBB) 0.64 14174 107.73
iShares S&P; Global Healthcare Sect. (IXJ) 0.60 23414 60.95
Vanguard Esg U.s. Stock Etf etf 0.56 29480 +99% 45.79
SPDR S&P; 500 ETF (SPY) 0.55 5081 257.82
Vanguard Small-Cap ETF (VB) 0.55 11342 -15% 115.41
Vanguard Esg International Stock Etf etf 0.54 31320 +501% 41.16
iShares S&P; SmallCap 600 Growth (IJT) 0.53 9125 -14% 137.86
Ishares Msci Usa Quality Facto invalid 0.53 15540 +17% 81.02
Johnson & Johnson (JNJ) 0.49 8984 131.12
Vanguard Europe Pacific ETF (VEA) 0.49 34931 -17% 33.35
Vanguard Total Stock Market ETF (VTI) 0.45 8397 +10% 128.86
Vaneck Vectors Gold Miners mutual 0.45 46765 +29% 23.03
iShares Cohen & Steers Realty Maj. (ICF) 0.44 11354 +11% 91.60
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.42 9500 106.32
Ishares Tr msci eafe esg 0.37 16523 +159% 53.14
SPDR Gold Trust (GLD) 0.36 5743 148.01
Vanguard FTSE All-World ex-US ETF (VEU) 0.36 20740 +40% 41.03
Ishares Tr trs flt rt bd 0.36 17270 50.32
Arista Networks 0.36 4300 202.56
Microsoft Corporation (MSFT) 0.34 5087 +3% 157.66
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.31 7573 +169% 97.45
Spdr Ser Tr 1 3 hgh yield 0.31 8100 -40% 91.60
Wal-Mart Stores (WMT) 0.30 6246 113.67
Philip Morris International (PM) 0.29 9350 72.94
Vanguard Mid-Cap ETF (VO) 0.29 5293 +10% 131.68
Ishares Tr etf msci usa 0.27 11085 NEW 57.47
Schwab International Equity ETF (SCHF) 0.26 24374 +73% 25.85
Goldman Sachs Etf Tr 0.26 12002 52.16
Cisco Systems (CSCO) 0.24 14592 -2% 39.34
Southern Company (SO) 0.24 10624 54.12
Alphabet Inc Class A cs 0.24 500 1162.00
Ishares Msci Global Gold Min etp 0.24 30438 +18% 19.15
Procter & Gamble Company (PG) 0.23 4999 +2% 110.02
iShares S&P; 500 Value Index (IVE) 0.22 5360 -12% 96.27
iShares iBoxx $ High Yid Corp Bond (HYG) 0.22 6810 +18% 77.09
Rydex S&P; Equal Weight ETF (RSP) 0.21 6071 -57% 84.01
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.21 4005 127.09
Berkshire Hathaway (BRK.B) 0.20 2580 182.95
Bayer AG (BAYRY) 0.20 32200 14.47
Pfizer (PFE) 0.19 13937 32.65
Vanguard European ETF (VGK) 0.19 10525 -40% 43.33
Ishares Tr liquid inc etf 0.19 9281 49.99
Caterpillar (CAT) 0.18 3700 115.95
Intel Corporation (INTC) 0.18 7803 +5% 54.08
ETFS Gold Trust (SGOL) 0.18 28600 15.14
Vanguard Small-Cap Growth ETF (VBK) 0.16 2563 +50% 150.21
Vanguard Pacific ETF (VPL) 0.16 6841 55.11
iShares S&P; Global Clean Energy Index Fd (ICLN) 0.16 40755 +65% 9.54
Ishares Inc em mkt min vol 0.16 8260 -50% 46.97
Pimco Total Return Etf totl 0.15 3285 +3% 106.24
Pepsi (PEP) 0.14 2724 +9% 120.04
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.14 2743 -40% 123.59
Edwards Lifesciences (EW) 0.13 1641 188.91
Amgen (AMGN) 0.13 1500 202.67
iShares S&P; 500 Index (IVV) 0.13 1247 NEW 258.22
iShares S&P; SmallCap 600 Index (IJR) 0.13 5383 NEW 56.10
Schwab Strategic Tr sht tm us tres 0.13 5811 +33% 51.80
Vanguard Mun Bd Fd Inc tax-exempt bd 0.13 5700 52.98
Verizon Communications (VZ) 0.12 5425 +2% 53.64
Tesla Motors (TSLA) 0.12 560 NEW 523.21
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.12 8843 -34% 31.89
Lockheed Martin Corporation (LMT) 0.11 765 +2% 338.56
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.11 2665 102.81
British American Tobac (BTI) 0.11 8000 34.25
Vanguard Whitehall Fds Inc emerg mkt bd etf 0.11 3646 +11% 70.49
iShares MSCI Emerging Markets Indx (EEM) 0.10 7091 -36% 34.13
iShares MSCI EAFE Growth Index (EFG) 0.10 3410 -17% 70.97
Spdr Series Trust cmn 0.10 4500 54.67
Medtronic 0.10 2705 90.20
UnitedHealth (UNH) 0.09 829 -2% 249.70
Annaly Capital Management (NLY) 0.08 36850 -9% 5.07
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Past Filings by White Lighthouse Investment Management

View past SEC 13F filings by White Lighthouse Investment Management

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