Red Lighthouse Investment Management

Red Lighthouse Investment Management as of March 31, 2026

Portfolio Holdings for Red Lighthouse Investment Management

Red Lighthouse Investment Management holds 80 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Avantis US Equity Us Eqt Etf (AVUS) 16.3 $48M 433k 111.18
Dimensional U S Core Us Core Equity 2 (DFAC) 13.8 $41M 1.1M 38.86
Avantis US Small Cap Us Sml Cp Valu (AVUV) 12.3 $36M 330k 110.47
Avantis International Intl Eqt Etf (AVDE) 8.5 $25M 298k 84.84
Apple (AAPL) 6.9 $20M 81k 253.79
Avantis Internatnl Sml Intl Smcp Vlu (AVDV) 5.9 $18M 176k 99.86
Avantis Emerging Small/Value Emerging Mkt Val (AVES) 4.5 $13M 221k 59.98
Avantis Emerging Markets Avantis Emgmkt (AVEM) 2.7 $8.1M 101k 80.58
Dimensional Gbl Cre Pls Fxd Et Global Core Plus (DFGP) 2.3 $6.8M 127k 53.99
Microsoft Corporation (MSFT) 1.9 $5.6M 15k 370.17
Dimensional U S Targeted Us Targeted Vlu (DFAT) 1.8 $5.3M 84k 62.45
Dimensional Intl Value Internatnal Val (DFIV) 1.2 $3.7M 70k 52.78
Dimensional US Core Us Core Eqt Mkt (DFAU) 1.2 $3.5M 78k 45.12
Avantis Core Fixed Avantis Core Fi (AVIG) 1.0 $2.9M 71k 41.54
SPDR S&P 500 ETF Tr Tr Unit (SPY) 1.0 $2.9M 4.4k 650.34
Dimensional Intern Core Intl Core Eqt Mk (DFAI) 0.9 $2.7M 70k 38.96
Avantis Real Estate Etf Real Estate Etf (AVRE) 0.8 $2.4M 56k 44.02
Vert Global Sustnble Rl Este E Vert Glb Sust Re (VGSR) 0.8 $2.4M 230k 10.33
Dimensional Core Fixed Core Fixed Incom (DFCF) 0.8 $2.3M 55k 42.22
Vanguard Total Stock Mkt Total Stk Mkt (VTI) 0.8 $2.3M 7.1k 320.81
Vanguard Shrt Inf Prot Strm Infproidx (VTIP) 0.7 $2.2M 43k 49.95
iShares Core MSCI Total Intl S Core Msci Total (IXUS) 0.7 $2.1M 24k 86.64
Dimensional Wld Ex US Cr World Ex Us Core (DFAX) 0.7 $2.0M 60k 33.97
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.7 $2.0M 36k 54.05
Berkshire Hathaway B Cl B New (BRK.B) 0.5 $1.6M 3.4k 479.20
DFA Ultrashort Fixed Ultrashort Fixed (DUSB) 0.5 $1.5M 30k 50.71
Google Inc Class A Cap Stk Cl A (GOOGL) 0.5 $1.4M 4.8k 287.56
Amazon (AMZN) 0.4 $1.3M 6.4k 208.27
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $1.3M 3.9k 337.95
Dimensional Emerg Mark Emerging Mkts Co (DFEM) 0.4 $1.2M 36k 34.55
Vanguard Europe Pacific ETF Van Ftse Dev Mkt (VEA) 0.4 $1.2M 19k 64.08
Dimensional Global Real Global Real Est (DFGR) 0.4 $1.1M 43k 26.58
Dimensional US Real Estate ETF Us Real Estate E (DFAR) 0.4 $1.1M 46k 23.65
Vanguard Information Inf Tech Etf (VGT) 0.4 $1.1M 1.6k 697.72
Costco Wholesale Corporation (COST) 0.3 $964k 967.00 996.43
Dimensional U S Small Us Small Cap Etf (DFAS) 0.3 $891k 13k 71.13
Visa Inc Cl A Com Cl A (V) 0.3 $878k 2.9k 302.24
Morgan Stanley Com New (MS) 0.3 $869k 5.3k 164.57
Dimensional Intern Core Intl Core Equity (DFIC) 0.3 $824k 23k 35.53
Vanguard Em Govt Bond Em Mk Gov Bd Etf (VWOB) 0.3 $808k 12k 65.69
Chevron Corporation (CVX) 0.3 $800k 3.9k 206.90
JPMorgan Chase & Co. (JPM) 0.3 $782k 2.7k 294.16
Dimensional Intern Small Intl Small Cap V (DISV) 0.3 $779k 20k 39.44
iShares Asia 50 ETF Asia 50 Etf (AIA) 0.3 $763k 7.2k 106.15
Goldman Sachs (GS) 0.2 $739k 873.00 845.99
SPDR Blmbrg Emerg. Bond Bloomberg Emergi (EBND) 0.2 $589k 29k 20.64
Vanguard Core-Plus Bond ETF Core-plus Bd Etf (VPLS) 0.2 $583k 7.5k 77.59
Qualcomm (QCOM) 0.2 $577k 4.5k 128.78
Dimensional Shrt Drt Fxd Incm Short Duration F (DFSD) 0.2 $543k 11k 47.88
Netflix (NFLX) 0.2 $540k 5.6k 96.15
Starbucks Corporation (SBUX) 0.2 $517k 5.8k 89.59
Advanced Micro Devices (AMD) 0.2 $508k 2.5k 203.43
Johnson & Johnson (JNJ) 0.2 $506k 2.1k 244.44
Globus Medical Cl A (GMED) 0.2 $459k 5.3k 86.16
Dimensional Califrna Mncl Bd E Calif Mun Bd Etf (DFCA) 0.2 $452k 9.1k 49.85
iShares MSCI Emerging Small Em Mkt Sm-cp Etf (EEMS) 0.1 $428k 6.2k 69.18
Servicenow (NOW) 0.1 $386k 3.7k 104.55
Avantis All Equity Avantis All Eqt (AVGE) 0.1 $348k 4.0k 88.02
Mastercard Cl A (MA) 0.1 $341k 682.00 499.66
Thermo Fisher Scientific (TMO) 0.1 $341k 693.00 491.53
Standard & Poors Midcap Utser1 S&pdcrp (MDY) 0.1 $339k 550.00 616.76
Avantis Emerging Mkt Ex China Avantis Emerging (AVXC) 0.1 $336k 5.0k 67.63
Avantis Responsbl Intrl Avantis Responsi (AVSD) 0.1 $325k 4.4k 73.66
Vicor Corporation (VICR) 0.1 $322k 2.0k 161.00
Vaneck Vectors Semiconductr Etf (SMH) 0.1 $321k 838.00 383.40
Dimensional Emerg Core Emgr Cre Eqt Mng (DFAE) 0.1 $317k 9.4k 33.86
Wal-Mart Stores (WMT) 0.1 $307k 2.5k 124.28
Dimensional Nationl Natl Mun Bd Etf (DFNM) 0.1 $294k 6.1k 47.93
Texas Instruments Incorporated (TXN) 0.1 $284k 1.5k 194.14
Ishares Core S&P Mid-Cap Core S&p Mcp Etf (IJH) 0.1 $283k 4.2k 67.53
iShares Russell 1000 Rus 1000 Val Etf (IWD) 0.1 $280k 1.3k 213.67
SPDR Blmbrg Barcly Intl Bloomberg Intl (IBND) 0.1 $277k 8.9k 31.08
Bank of America Corporation (BAC) 0.1 $268k 5.5k 48.75
NVIDIA Corporation (NVDA) 0.1 $262k 1.5k 174.40
Vanguard Reit Real Estate Etf (VNQ) 0.1 $254k 2.9k 88.71
Vanguard Value ETF Value Etf (VTV) 0.1 $252k 1.3k 196.20
iShares International Intl Trea Bd Etf (IGOV) 0.1 $244k 5.9k 41.06
iShares Tr MSCI Eafe Index Msci Eafe Etf (EFA) 0.1 $233k 2.4k 97.13
Nextera Energy (NEE) 0.1 $229k 2.5k 92.88
Capital One Financial (COF) 0.1 $225k 1.2k 182.43