White Lighthouse Investment Management

White Lighthouse Investment Management as of Dec. 31, 2018

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 109 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short Term Corporate Bond ETF (VCSH) 7.0 $13M 163k 77.94
Vanguard High Dividend Yield ETF (VYM) 6.4 $12M 150k 77.99
Vanguard Growth ETF (VUG) 6.2 $11M 84k 134.34
Vanguard Star Fd Intl Stk Idxf (VXUS) 5.9 $11M 226k 47.22
iShares Dow Jones Select Dividend (DVY) 3.9 $7.1M 79k 89.31
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.7 $6.7M 81k 82.86
Vanguard Long Term Corporate Bond ETF (VCLT) 3.1 $5.6M 66k 85.18
Vanguard Short-Term Bond ETF (BSV) 3.0 $5.5M 70k 78.57
iShares Russell 1000 Growth Index (IWF) 2.8 $5.0M 39k 130.92
Vanguard Dividend Appreciation ETF (VIG) 2.6 $4.7M 48k 97.95
Vanguard Emerging Markets ETF (VWO) 2.5 $4.6M 121k 38.10
iShares S&P NA Tech. Sec. Idx (IGM) 2.4 $4.4M 26k 171.70
Apple (AAPL) 2.4 $4.3M 27k 157.74
iShares Gold Trust 2.0 $3.7M 304k 12.29
Vanguard Intermediate-Term Bond ETF (BIV) 1.7 $3.0M 38k 81.30
Vanguard Information Technology ETF (VGT) 1.6 $2.9M 17k 166.81
Vanguard Value ETF (VTV) 1.5 $2.7M 28k 97.95
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.4 $2.6M 24k 109.04
Schwab Strategic Tr 0 (SCHP) 1.3 $2.4M 45k 53.26
iShares Russell 3000 Growth Index (IUSG) 1.2 $2.2M 42k 52.71
Vanguard Mid-Cap Value ETF (VOE) 1.2 $2.1M 22k 95.24
Vanguard Malvern Fds strm infproidx (VTIP) 1.1 $1.9M 40k 47.92
Vanguard Long-Term Bond ETF (BLV) 1.0 $1.8M 21k 87.52
Vanguard Small-Cap Value ETF (VBR) 1.0 $1.8M 15k 114.08
PowerShares QQQ Trust, Series 1 0.9 $1.7M 11k 154.29
iShares S&P SmallCap 600 Growth (IJT) 0.9 $1.7M 11k 161.32
Vanguard REIT ETF (VNQ) 0.9 $1.7M 22k 74.57
Ishares Core Intl Stock Etf core (IXUS) 0.9 $1.7M 32k 52.51
Rydex S&P Equal Weight ETF 0.9 $1.6M 18k 91.38
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.9 $1.6M 16k 100.97
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.8 $1.5M 31k 49.84
Vanguard Health Care ETF (VHT) 0.8 $1.5M 9.2k 160.63
iShares Lehman Short Treasury Bond (SHV) 0.8 $1.5M 13k 110.33
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.8 $1.4M 13k 112.82
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.8 $1.4M 14k 100.25
Vanguard S&p 500 Etf idx (VOO) 0.8 $1.4M 6.1k 229.75
Johnson & Johnson (JNJ) 0.7 $1.3M 10k 129.06
iShares S&P Global Healthcare Sect. (IXJ) 0.7 $1.3M 23k 56.64
Vanguard Total Stock Market ETF (VTI) 0.7 $1.2M 9.4k 127.63
iShares Cohen & Steers Realty Maj. (ICF) 0.7 $1.2M 12k 95.68
iShares NASDAQ Biotechnology Index (IBB) 0.6 $1.2M 12k 96.44
Spdr S&p 500 Etf (SPY) 0.6 $1.2M 4.6k 250.00
Vanguard Small-Cap ETF (VB) 0.6 $1.1M 8.4k 131.98
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.6 $1.1M 20k 54.22
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.6 $1.0M 9.5k 105.37
Vanguard Total Bond Market ETF (BND) 0.5 $981k 12k 79.22
Vanguard European ETF (VGK) 0.5 $904k 19k 48.59
Vanguard Mid-Cap Growth ETF (VOT) 0.5 $918k 7.7k 119.72
Ishares Inc em mkt min vol (EEMV) 0.5 $915k 16k 55.88
Arista Networks (ANET) 0.5 $906k 4.3k 210.70
Berkshire Hathaway (BRK.B) 0.5 $877k 4.3k 204.14
Wal-Mart Stores (WMT) 0.5 $870k 9.3k 93.10
Ishares Msci Usa Quality Facto invalid (QUAL) 0.5 $838k 11k 76.73
Powershares Act Mang Comm Fd db opt yld div 0.5 $821k 55k 15.07
Annaly Capital Management 0.4 $798k 81k 9.81
Vanguard Financials ETF (VFH) 0.4 $807k 14k 59.36
Vanguard Europe Pacific ETF (VEA) 0.4 $802k 22k 37.09
Philip Morris International (PM) 0.4 $767k 12k 66.78
iShares S&P 500 Value Index (IVE) 0.4 $738k 7.3k 101.21
Amazon (AMZN) 0.4 $710k 473.00 1501.06
SPDR Gold Trust (GLD) 0.4 $697k 5.7k 121.32
Vanguard Pacific ETF (VPL) 0.4 $698k 12k 60.61
iShares MSCI Emerging Markets Indx (EEM) 0.4 $672k 17k 39.09
Cisco Systems (CSCO) 0.3 $642k 15k 43.35
Vanguard Materials ETF (VAW) 0.3 $605k 5.5k 110.87
Ishares Tr liquid inc etf (ICSH) 0.3 $597k 12k 50.11
Microsoft Corporation (MSFT) 0.3 $545k 5.4k 101.51
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $544k 12k 45.62
Nestle Sa Cham Et Vevey eqfor (NSRGF) 0.3 $535k 6.6k 81.18
Ishares Inc msci em esg se (ESGE) 0.3 $526k 17k 30.68
iShares MSCI EAFE Growth Index (EFG) 0.3 $494k 7.2k 69.08
Caterpillar (CAT) 0.3 $470k 3.7k 127.03
Procter & Gamble Company (PG) 0.3 $472k 5.1k 91.97
Intel Corporation (INTC) 0.2 $444k 9.5k 46.91
iShares S&P Europe 350 Index (IEV) 0.2 $438k 11k 39.14
Vanguard Mid-Cap ETF (VO) 0.2 $398k 2.9k 138.15
iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $409k 12k 34.26
WisdomTree LargeCap Dividend Fund (DLN) 0.2 $398k 4.7k 84.50
Spdr Index Shs Fds s^p global nat res (GNR) 0.2 $407k 9.9k 41.19
Edwards Lifesciences (EW) 0.2 $385k 2.5k 153.33
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.2 $380k 3.6k 106.89
Amgen (AMGN) 0.2 $369k 1.9k 194.72
Southern Company (SO) 0.2 $364k 8.3k 43.92
Schwab Intl Small Cap Equity ETF (SCHC) 0.2 $358k 12k 29.12
Ishares Inc core msci emkt (IEMG) 0.2 $367k 7.8k 47.15
Alphabet Inc Class A cs (GOOGL) 0.2 $355k 340.00 1044.12
Pfizer (PFE) 0.2 $337k 7.7k 43.69
Oracle Corporation (ORCL) 0.2 $341k 7.6k 45.17
ETFS Gold Trust 0.2 $340k 2.8k 123.64
UnitedHealth (UNH) 0.2 $325k 1.3k 248.85
Exxon Mobil Corporation (XOM) 0.2 $311k 4.6k 68.22
Verizon Communications (VZ) 0.2 $316k 5.6k 56.17
iShares MSCI Germany Index Fund (EWG) 0.2 $298k 12k 25.36
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.1 $276k 5.4k 51.11
Goldman Sachs Etf Tr (GSLC) 0.1 $282k 5.6k 50.29
Honeywell International (HON) 0.1 $249k 1.9k 131.89
Vanguard Energy ETF (VDE) 0.1 $259k 3.4k 77.20
Spdr Series Trust cmn (HYMB) 0.1 $252k 4.5k 56.00
Medtronic (MDT) 0.1 $246k 2.7k 90.94
3M Company (MMM) 0.1 $243k 1.3k 190.59
Technology SPDR (XLK) 0.1 $232k 3.8k 61.87
Vaneck Vectors Gold Miners mutual (GDX) 0.1 $237k 11k 21.11
Vaneck Vectors Amt-free Shrt M bdfund (SMB) 0.1 $234k 14k 17.33
Pepsi (PEP) 0.1 $221k 2.0k 110.50
Royal Dutch Shell 0.1 $219k 3.8k 58.40
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $215k 2.7k 81.13
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $206k 2.0k 104.04
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 0.1 $205k 2.8k 74.46
Ishares Msci Global Gold Min etp (RING) 0.1 $197k 12k 16.25