White Lighthouse Investment Management

White Lighthouse Investment Management as of March 31, 2020

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 108 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth ETF (VUG) 11.5 $28M 176k 156.69
Vanguard High Dividend Yield ETF (VYM) 6.1 $15M 206k 70.75
Vanguard Star Fd Intl Stk Idxf (VXUS) 4.7 $11M 270k 41.96
Vanguard Short Term Corporate Bond ETF (VCSH) 4.3 $10M 130k 79.10
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.6 $8.6M 99k 87.09
Vanguard Short-Term Bond ETF (BSV) 3.5 $8.3M 101k 82.18
Vanguard Long Term Corporate Bond ETF (VCLT) 3.4 $8.2M 85k 97.13
iShares Lehman Short Treasury Bond (SHV) 2.7 $6.5M 59k 111.02
iShares Dow Jones Select Dividend (DVY) 2.6 $6.1M 84k 73.54
iShares Gold Trust 2.5 $6.0M 401k 15.07
Vanguard Dividend Appreciation ETF (VIG) 2.5 $5.9M 57k 103.40
Vanguard Information Technology ETF (VGT) 2.4 $5.8M 27k 211.90
Vanguard Sht Term Govt Bond ETF (VGSH) 2.4 $5.8M 92k 62.33
iShares Russell 1000 Growth Index (IWF) 2.1 $4.9M 33k 150.66
Vanguard Value ETF (VTV) 1.9 $4.6M 52k 89.07
Vanguard Malvern Fds strm infproidx (VTIP) 1.8 $4.4M 90k 48.72
iShares S&P NA Tech. Sec. Idx (IGM) 1.8 $4.3M 20k 211.78
Vanguard Intermediate-Term Bond ETF (BIV) 1.5 $3.7M 41k 89.33
PowerShares QQQ Trust, Series 1 1.5 $3.7M 19k 190.41
Vanguard Total Bond Market ETF (BND) 1.5 $3.6M 43k 85.35
Apple (AAPL) 1.3 $3.2M 13k 254.32
Vanguard Emerging Markets ETF (VWO) 1.3 $3.0M 91k 33.55
Vanguard S&p 500 Etf idx (VOO) 1.3 $3.0M 13k 236.82
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.1 $2.7M 24k 112.99
Schwab Strategic Tr 0 (SCHP) 1.1 $2.6M 46k 57.50
Vanguard Health Care ETF (VHT) 1.1 $2.6M 16k 166.07
Ishares Core Intl Stock Etf core (IXUS) 1.0 $2.4M 52k 47.02
Vanguard Mid-Cap Growth ETF (VOT) 1.0 $2.4M 19k 126.70
Vanguard Mid-Cap Value ETF (VOE) 1.0 $2.4M 30k 81.30
Vanguard REIT ETF (VNQ) 1.0 $2.4M 34k 69.86
Ishares Tr Msci Usa Momentum Factor (MTUM) 1.0 $2.3M 22k 106.49
Vanguard Long-Term Bond ETF (BLV) 0.9 $2.2M 21k 106.71
Vanguard Small-Cap Value ETF (VBR) 0.9 $2.1M 23k 88.80
Ishares Inc msci em esg se (ESGE) 0.8 $2.0M 73k 27.37
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.8 $1.8M 19k 96.70
iShares Russell 3000 Growth Index (IUSG) 0.7 $1.8M 31k 57.10
Amazon (AMZN) 0.7 $1.6M 840.00 1950.00
iShares NASDAQ Biotechnology Index (IBB) 0.6 $1.5M 14k 107.73
iShares S&P Global Healthcare Sect. (IXJ) 0.6 $1.4M 23k 60.95
Vanguard Esg U.s. Stock Etf etf (ESGV) 0.6 $1.4M 30k 45.79
Spdr S&p 500 Etf (SPY) 0.6 $1.3M 5.1k 257.82
Vanguard Small-Cap ETF (VB) 0.6 $1.3M 11k 115.41
Vanguard Esg International Stock Etf etf (VSGX) 0.5 $1.3M 31k 41.16
iShares S&P SmallCap 600 Growth (IJT) 0.5 $1.3M 9.1k 137.86
Ishares Msci Usa Quality Facto invalid (QUAL) 0.5 $1.3M 16k 81.02
Johnson & Johnson (JNJ) 0.5 $1.2M 9.0k 131.12
Vanguard Europe Pacific ETF (VEA) 0.5 $1.2M 35k 33.35
Vanguard Total Stock Market ETF (VTI) 0.5 $1.1M 8.4k 128.86
Vaneck Vectors Gold Miners mutual (GDX) 0.5 $1.1M 47k 23.03
iShares Cohen & Steers Realty Maj. (ICF) 0.4 $1.0M 11k 91.60
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.4 $1.0M 9.5k 106.32
Ishares Tr msci eafe esg (ESGD) 0.4 $878k 17k 53.14
SPDR Gold Trust (GLD) 0.4 $850k 5.7k 148.01
Vanguard FTSE All-World ex-US ETF (VEU) 0.4 $851k 21k 41.03
Ishares Tr trs flt rt bd (TFLO) 0.4 $869k 17k 50.32
Arista Networks (ANET) 0.4 $871k 4.3k 202.56
Microsoft Corporation (MSFT) 0.3 $802k 5.1k 157.66
iShares FTSE KLD 400 Social Idx (DSI) 0.3 $738k 7.6k 97.45
Spdr Ser Tr 1 3 hgh yield (BIL) 0.3 $742k 8.1k 91.60
Wal-Mart Stores (WMT) 0.3 $710k 6.2k 113.67
Philip Morris International (PM) 0.3 $682k 9.4k 72.94
Vanguard Mid-Cap ETF (VO) 0.3 $697k 5.3k 131.68
Ishares Tr etf msci usa (ESGU) 0.3 $637k 11k 57.47
Schwab International Equity ETF (SCHF) 0.3 $630k 24k 25.85
Goldman Sachs Etf Tr (GSLC) 0.3 $626k 12k 52.16
Cisco Systems (CSCO) 0.2 $574k 15k 39.34
Southern Company (SO) 0.2 $575k 11k 54.12
Alphabet Inc Class A cs (GOOGL) 0.2 $581k 500.00 1162.00
Ishares Msci Global Gold Min etp (RING) 0.2 $583k 30k 19.15
Procter & Gamble Company (PG) 0.2 $550k 5.0k 110.02
iShares S&P 500 Value Index (IVE) 0.2 $516k 5.4k 96.27
iShares iBoxx $ High Yid Corp Bond (HYG) 0.2 $525k 6.8k 77.09
Rydex S&P Equal Weight ETF 0.2 $510k 6.1k 84.01
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.2 $509k 4.0k 127.09
Berkshire Hathaway (BRK.B) 0.2 $472k 2.6k 182.95
Bayer (BAYRY) 0.2 $466k 32k 14.47
Pfizer (PFE) 0.2 $455k 14k 32.65
Vanguard European ETF (VGK) 0.2 $456k 11k 43.33
Ishares Tr liquid inc etf (ICSH) 0.2 $464k 9.3k 49.99
Caterpillar (CAT) 0.2 $429k 3.7k 115.95
Intel Corporation (INTC) 0.2 $422k 7.8k 54.08
ETFS Gold Trust 0.2 $433k 29k 15.14
Vanguard Small-Cap Growth ETF (VBK) 0.2 $385k 2.6k 150.21
Vanguard Pacific ETF (VPL) 0.2 $377k 6.8k 55.11
iShares S&P Global Clean Energy Index (ICLN) 0.2 $389k 41k 9.54
Ishares Inc em mkt min vol (EEMV) 0.2 $388k 8.3k 46.97
Pimco Total Return Etf totl (BOND) 0.1 $349k 3.3k 106.24
Pepsi (PEP) 0.1 $327k 2.7k 120.04
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.1 $339k 2.7k 123.59
Edwards Lifesciences (EW) 0.1 $310k 1.6k 188.91
Amgen (AMGN) 0.1 $304k 1.5k 202.67
iShares S&P 500 Index (IVV) 0.1 $322k 1.2k 258.22
iShares S&P SmallCap 600 Index (IJR) 0.1 $302k 5.4k 56.10
Schwab Strategic Tr sht tm us tres (SCHO) 0.1 $301k 5.8k 51.80
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.1 $302k 5.7k 52.98
Verizon Communications (VZ) 0.1 $291k 5.4k 53.64
Tesla Motors (TSLA) 0.1 $293k 560.00 523.21
iShares S&P US Pref Stock Idx Fnd (PFF) 0.1 $282k 8.8k 31.89
Lockheed Martin Corporation (LMT) 0.1 $259k 765.00 338.56
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $274k 2.7k 102.81
British American Tobac (BTI) 0.1 $274k 8.0k 34.25
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 0.1 $257k 3.6k 70.49
iShares MSCI Emerging Markets Indx (EEM) 0.1 $242k 7.1k 34.13
iShares MSCI EAFE Growth Index (EFG) 0.1 $242k 3.4k 70.97
Spdr Series Trust cmn (HYMB) 0.1 $246k 4.5k 54.67
Medtronic (MDT) 0.1 $244k 2.7k 90.20
UnitedHealth (UNH) 0.1 $207k 829.00 249.70
Annaly Capital Management 0.1 $187k 37k 5.07