White Lighthouse Investment Management

White Lighthouse Investment Management as of March 31, 2019

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 123 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth ETF (VUG) 8.0 $17M 111k 156.43
Vanguard Short Term Corporate Bond ETF (VCSH) 6.2 $14M 169k 79.76
Vanguard High Dividend Yield ETF (VYM) 5.9 $13M 151k 85.66
Vanguard Star Fd Intl Stk Idxf (VXUS) 5.9 $13M 248k 51.90
iShares Dow Jones Select Dividend (DVY) 3.7 $8.1M 82k 98.18
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.5 $7.6M 88k 86.87
Vanguard Long Term Corporate Bond ETF (VCLT) 3.2 $7.0M 76k 91.53
Vanguard Short-Term Bond ETF (BSV) 2.9 $6.2M 78k 79.59
iShares Russell 1000 Growth Index (IWF) 2.6 $5.8M 38k 151.35
Vanguard Emerging Markets ETF (VWO) 2.4 $5.2M 123k 42.50
iShares S&P NA Tech. Sec. Idx (IGM) 2.4 $5.2M 25k 206.21
Vanguard Dividend Appreciation ETF (VIG) 2.3 $5.0M 46k 109.64
iShares Lehman Short Treasury Bond (SHV) 2.1 $4.7M 42k 110.56
Apple (AAPL) 2.1 $4.6M 24k 189.96
iShares Gold Trust 1.9 $4.1M 327k 12.38
Vanguard Information Technology ETF (VGT) 1.7 $3.7M 18k 200.60
Vanguard Value ETF (VTV) 1.6 $3.5M 33k 107.62
Vanguard Intermediate-Term Bond ETF (BIV) 1.5 $3.2M 39k 83.93
Vanguard Malvern Fds strm infproidx (VTIP) 1.4 $3.0M 62k 48.68
Vanguard Mid-Cap Value ETF (VOE) 1.3 $2.8M 26k 107.89
PowerShares QQQ Trust, Series 1 1.3 $2.7M 15k 179.65
Schwab Strategic Tr 0 (SCHP) 1.2 $2.6M 47k 55.00
Vanguard Small-Cap Value ETF (VBR) 1.1 $2.4M 19k 128.72
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.1 $2.4M 22k 111.17
iShares Russell 3000 Growth Index (IUSG) 1.1 $2.4M 40k 60.32
Vanguard S&p 500 Etf idx (VOO) 1.0 $2.3M 8.7k 259.52
Vanguard REIT ETF (VNQ) 1.0 $2.2M 25k 86.92
Ishares Tr Msci Usa Momentum Factor (MTUM) 1.0 $2.1M 19k 112.20
iShares S&P SmallCap 600 Growth (IJT) 0.9 $2.0M 11k 178.47
Vanguard Long-Term Bond ETF (BLV) 0.9 $2.0M 21k 92.12
Ishares Core Intl Stock Etf core (IXUS) 0.9 $1.9M 34k 58.07
Vanguard Health Care ETF (VHT) 0.8 $1.8M 11k 172.47
Vanguard Mid-Cap Growth ETF (VOT) 0.8 $1.8M 13k 142.80
Vanguard Total Bond Market ETF (BND) 0.8 $1.7M 21k 81.18
Rydex S&P Equal Weight ETF 0.7 $1.6M 16k 104.47
iShares NASDAQ Biotechnology Index (IBB) 0.7 $1.6M 14k 111.82
Vanguard Small-Cap ETF (VB) 0.7 $1.5M 10k 152.85
Spdr S&p 500 Etf (SPY) 0.7 $1.4M 5.0k 282.49
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.7 $1.4M 12k 119.08
iShares S&P Global Healthcare Sect. (IXJ) 0.7 $1.4M 23k 61.10
Johnson & Johnson (JNJ) 0.6 $1.4M 9.9k 139.74
Vanguard Europe Pacific ETF (VEA) 0.6 $1.4M 34k 40.87
Arista Networks (ANET) 0.6 $1.4M 4.3k 314.42
Ishares Inc msci em esg se (ESGE) 0.6 $1.3M 38k 34.07
iShares Cohen & Steers Realty Maj. (ICF) 0.6 $1.3M 12k 111.22
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.5 $1.1M 19k 55.75
Ishares Msci Usa Quality Facto invalid (QUAL) 0.5 $1.0M 12k 88.53
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.5 $1.0M 9.5k 106.00
Vanguard Total Stock Market ETF (VTI) 0.5 $982k 6.8k 144.75
Vanguard European ETF (VGK) 0.5 $982k 18k 53.59
Ishares Inc em mkt min vol (EEMV) 0.4 $959k 16k 59.29
Cisco Systems (CSCO) 0.4 $892k 17k 54.00
Philip Morris International (PM) 0.4 $880k 10k 88.40
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.4 $835k 7.6k 110.11
Annaly Capital Management 0.4 $814k 82k 9.99
iShares S&P 500 Value Index (IVE) 0.4 $795k 7.1k 112.73
Powershares Act Mang Comm Fd db opt yld div 0.4 $784k 47k 16.61
Wal-Mart Stores (WMT) 0.3 $765k 7.8k 97.51
Pfizer (PFE) 0.3 $764k 18k 42.46
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.3 $728k 7.2k 101.53
Goldman Sachs Etf Tr (GSLC) 0.3 $690k 12k 56.82
iShares MSCI Emerging Markets Indx (EEM) 0.3 $683k 16k 42.90
SPDR Gold Trust (GLD) 0.3 $670k 5.5k 121.93
Berkshire Hathaway (BRK.B) 0.3 $647k 3.2k 200.87
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.3 $643k 13k 50.23
Microsoft Corporation (MSFT) 0.3 $609k 5.2k 117.93
Spdr Index Shs Fds s^p global nat res (GNR) 0.3 $620k 13k 46.20
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $579k 12k 50.17
Vanguard Pacific ETF (VPL) 0.3 $594k 9.0k 65.88
Ishares Tr liquid inc etf (ICSH) 0.3 $587k 12k 50.33
Nestle Sa Cham Et Vevey eqfor (NSRGF) 0.3 $573k 6.0k 95.36
Caterpillar (CAT) 0.2 $501k 3.7k 135.41
Procter & Gamble Company (PG) 0.2 $493k 4.7k 104.10
Vanguard Mid-Cap ETF (VO) 0.2 $502k 3.1k 160.85
Vanguard Materials ETF (VAW) 0.2 $491k 4.0k 123.15
iShares MSCI EAFE Growth Index (EFG) 0.2 $510k 6.6k 77.38
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.2 $472k 3.8k 124.37
Intel Corporation (INTC) 0.2 $465k 8.7k 53.66
Vaneck Vectors Gold Miners mutual (GDX) 0.2 $425k 19k 22.41
Ishares Tr trs flt rt bd (TFLO) 0.2 $415k 8.3k 50.30
iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $395k 11k 36.53
Schwab Intl Small Cap Equity ETF (SCHC) 0.2 $396k 12k 32.21
Exxon Mobil Corporation (XOM) 0.2 $362k 4.5k 80.80
Southern Company (SO) 0.2 $378k 7.3k 51.75
Oracle Corporation (ORCL) 0.2 $379k 7.1k 53.76
Vanguard Financials ETF (VFH) 0.2 $380k 5.9k 64.46
ETFS Gold Trust 0.2 $343k 2.8k 124.73
WisdomTree Japan Total Dividend (DXJ) 0.2 $344k 6.8k 50.59
Verizon Communications (VZ) 0.1 $320k 5.4k 59.13
WisdomTree LargeCap Dividend Fund (DLN) 0.1 $332k 3.5k 94.18
Flexshares Tr mornstar upstr (GUNR) 0.1 $333k 10k 32.76
Ishares Inc core msci emkt (IEMG) 0.1 $325k 6.3k 51.72
Edwards Lifesciences (EW) 0.1 $314k 1.6k 191.35
Honeywell International (HON) 0.1 $300k 1.9k 158.90
iShares S&P Europe 350 Index (IEV) 0.1 $304k 7.0k 43.43
Ishares Msci Global Gold Min etp (RING) 0.1 $306k 17k 17.57
UnitedHealth (UNH) 0.1 $292k 1.2k 247.67
iShares MSCI Germany Index Fund (EWG) 0.1 $281k 11k 26.89
3M Company (MMM) 0.1 $265k 1.3k 207.84
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $253k 2.7k 95.47
Givaudan Ag Ord Shrs (GVDBF) 0.1 $253k 99.00 2555.56
Spdr Series Trust cmn (HYMB) 0.1 $259k 4.5k 57.56
Ishares Euro Stoxx Banks Ucits Etf Anteile 0.1 $270k 26k 10.22
Pepsi (PEP) 0.1 $249k 2.0k 122.36
Royal Dutch Shell 0.1 $235k 3.8k 62.67
SPDR Barclays Capital High Yield B 0.1 $250k 7.0k 35.97
Schwab Strategic Tr sht tm us tres (SCHO) 0.1 $229k 4.6k 50.16
Medtronic (MDT) 0.1 $246k 2.7k 90.94
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.1 $229k 4.4k 52.05
Vaneck Vectors Amt-free Shrt M bdfund (SMB) 0.1 $237k 14k 17.56
Lockheed Martin Corporation (LMT) 0.1 $224k 745.00 300.67
Technology SPDR (XLK) 0.1 $215k 2.9k 74.14
iShares Russell Midcap Growth Idx. (IWP) 0.1 $210k 1.5k 135.92
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.1 $226k 3.8k 59.58
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 0.1 $210k 2.7k 78.21
Tractor Supply Company (TSCO) 0.1 $205k 2.1k 97.62
Vanguard Energy ETF (VDE) 0.1 $204k 2.3k 89.47
Clariant (CLZNF) 0.1 $200k 9.5k 20.97
Advisors Asset Managem Unit 1889 Divid Sustaina 0.1 $121k 12k 9.99
iShares S&P Global Clean Energy Index (ICLN) 0.1 $110k 11k 9.77
Barclays (BCLYF) 0.0 $85k 42k 2.01
Aviva 0.0 $80k 15k 5.36
China Life Insurance Co-h 0.0 $97k 36k 2.69