White Lighthouse Investment Management

White Lighthouse Investment Management as of Dec. 31, 2020

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 113 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 14.5 $45M 179k 253.34
Vanguard Whitehall Fds High Div Yld (VYM) 8.0 $25M 275k 91.51
Vanguard Star Vg Tl Intl Stk F (VXUS) 5.1 $16M 268k 60.16
Vanguard World Fds Inf Tech Etf (VGT) 4.1 $13M 36k 353.79
Vanguard Index Fds Value Etf (VTV) 3.2 $10M 84k 118.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $9.4M 97k 97.14
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.0 $9.3M 112k 83.25
Ishares Tr Core Msci Total (IXUS) 2.9 $9.2M 136k 67.19
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 2.8 $8.8M 79k 111.06
Vanguard Group Div App Etf (VIG) 2.5 $7.8M 55k 141.18
Ishares Tr Select Divid Etf (DVY) 2.4 $7.5M 78k 96.18
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.1 $6.6M 108k 61.60
Vanguard Bd Index Short Trm Bond (BSV) 2.1 $6.4M 78k 82.90
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $6.4M 27k 241.13
Ishares Gold Trust Ishares 2.0 $6.2M 341k 18.13
Ishares Tr N Amer Tech Etf (IGM) 1.7 $5.4M 15k 349.83
Apple (AAPL) 1.7 $5.3M 40k 132.69
Ishares Tr Short Treas Bd (SHV) 1.6 $5.0M 45k 110.54
Vanguard Bd Index Total Bnd Mrkt (BND) 1.5 $4.6M 52k 88.19
Vanguard World Fds Health Car Etf (VHT) 1.3 $4.2M 19k 223.71
Invesco Qqq Trust Common 1.3 $4.1M 13k 313.78
Vanguard Bd Index Intermed Term (BIV) 1.2 $3.8M 41k 92.85
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $3.4M 67k 51.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $3.3M 9.5k 343.67
Vanguard Index Fds Small Cp Etf (VB) 1.0 $3.2M 16k 194.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $3.1M 61k 50.12
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.0 $3.0M 14k 212.09
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $2.9M 47k 62.08
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $2.8M 19k 142.21
Ishares Tr National Mun Etf (MUB) 0.8 $2.5M 22k 117.20
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $2.4M 21k 118.96
Amazon (AMZN) 0.8 $2.4M 744.00 3256.72
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $2.2M 35k 64.13
Vanguard Bd Index Long Term Bond (BLV) 0.7 $2.2M 20k 109.62
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $2.1M 25k 84.93
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.9M 9.2k 206.78
Ishares Tr Nasdaq Biotech (IBB) 0.6 $1.9M 13k 151.50
Vanguard World Esg Us Stk Etf (ESGV) 0.6 $1.9M 27k 70.19
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $1.8M 31k 59.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.8M 4.8k 373.98
Ishares Msci Em Esg Opz (ESGE) 0.6 $1.8M 42k 41.97
Ishares Tr S&P SML 600 GWT (IJT) 0.6 $1.7M 15k 114.16
Ishares Tr Glob Hlthcre Etf (IXJ) 0.5 $1.7M 22k 76.43
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $1.6M 19k 88.69
Ishares Tr Usa Momentum Fct (MTUM) 0.5 $1.6M 10k 161.29
Ishares Tr Usa Quality Fctr (QUAL) 0.5 $1.5M 13k 116.22
Snowflake Inc Class A Common (SNOW) 0.5 $1.4M 5.1k 281.43
Ishares Tr Msci Eafe Esg Op (ESGD) 0.5 $1.4M 19k 73.05
Johnson & Johnson (JNJ) 0.4 $1.4M 8.8k 157.34
Vanguard World Mega Grwth Ind (MGK) 0.4 $1.3M 6.6k 203.77
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.4 $1.3M 35k 36.01
Arista Networks (ANET) 0.4 $1.2M 4.3k 290.47
Wal-Mart Stores (WMT) 0.4 $1.2M 8.5k 144.15
Ishares Tr Cohen Steer Reit (ICF) 0.4 $1.2M 22k 53.89
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.1M 5.8k 194.72
Ishares Tr Gl Clean Ene Etf (ICLN) 0.4 $1.1M 39k 28.24
Microsoft Corporation (MSFT) 0.3 $1.1M 4.8k 222.34
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $1.0M 9.5k 108.11
Ishares Tr Etf Msci Usa (ESGU) 0.3 $1000k 12k 86.03
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $955k 16k 58.35
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $943k 13k 71.50
Spdr Gold Trust Gold Shs (GLD) 0.3 $888k 5.0k 178.38
Southern Company (SO) 0.3 $868k 14k 61.46
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $867k 7.5k 115.86
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $859k 18k 47.22
Philip Morris International (PM) 0.2 $774k 9.4k 82.78
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $692k 7.5k 91.87
Caterpillar (CAT) 0.2 $673k 3.7k 181.89
Procter & Gamble Company (PG) 0.2 $652k 4.7k 139.20
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $635k 5.0k 128.02
Alphabet Cap Stk Cl A (GOOGL) 0.2 $631k 360.00 1752.78
Ishares Tr Core S&p500 Etf (IVV) 0.2 $555k 1.5k 375.51
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $502k 8.3k 60.23
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.2 $499k 6.1k 82.37
Ishares Msci Gbl Gold Mn (RING) 0.2 $497k 17k 29.84
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.2 $488k 6.1k 79.66
Edwards Lifesciences (EW) 0.1 $449k 4.9k 91.20
Goldman Sachs Etf Tr Equity Etf (GSLC) 0.1 $409k 5.4k 75.75
Duke Energy Corp Com New (DUK) 0.1 $400k 4.4k 91.45
Nushares Etf Tr Esg Small Cap (NUSC) 0.1 $393k 10k 38.30
Intel Corporation (INTC) 0.1 $389k 7.8k 49.85
CVS Caremark Corporation (CVS) 0.1 $383k 5.6k 68.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $378k 1.6k 231.90
Cisco Systems (CSCO) 0.1 $376k 8.4k 44.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $373k 10k 35.97
Pepsi (PEP) 0.1 $371k 2.5k 148.46
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $354k 3.5k 102.61
Amgen (AMGN) 0.1 $345k 1.5k 230.00
Ishares Tr Ultr Sh Trm Bd (ICSH) 0.1 $328k 6.5k 50.46
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $325k 1.2k 267.49
Verizon Communications (VZ) 0.1 $320k 5.4k 58.83
Medtronic SHS (MDT) 0.1 $317k 2.7k 117.19
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $315k 3.1k 100.80
Merck & Co (MRK) 0.1 $269k 3.3k 81.66
Nestle S A F Common (NSRGY) 0.1 $267k 2.3k 117.88
Disney Walt Com Disney (DIS) 0.1 $266k 1.5k 180.95
Honeywell International (HON) 0.1 $266k 1.3k 212.63
Spdr Series Trust Nuv Hghyld Mun (HYMB) 0.1 $265k 4.5k 58.89
Vanguard Mun Bd Tax Exempt Bd (VTEB) 0.1 $259k 4.7k 55.11
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $254k 2.3k 112.89
Tencent Holdings F Common (TCEHY) 0.1 $252k 3.5k 72.00
Ishares Tr S&p Us Pfd Stk (PFF) 0.1 $248k 6.4k 38.58
Spdr Ser Tr Spdr Bloomberg (BIL) 0.1 $247k 2.7k 91.48
First Tr Exchange Traded Ny Arca Biotech (FBT) 0.1 $246k 1.5k 167.92
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $241k 6.4k 37.64
Lockheed Martin Corporation (LMT) 0.1 $237k 669.00 354.26
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $227k 1.8k 127.53
Rio Tinto Plc F Common (RTPPF) 0.1 $226k 3.0k 75.33
Vanguard World Fds Utilities Etf (VPU) 0.1 $224k 1.6k 137.00
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $224k 2.7k 82.35
3M Company (MMM) 0.1 $223k 1.3k 174.90
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $222k 953.00 232.95
Annaly Capital Management 0.1 $202k 24k 8.47