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

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

View all past filings