White Lighthouse Investment Management

White Lighthouse Investment Management as of March 31, 2021

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 116 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth Etf Vug (VUG) 14.5 $48M 185k 257.04
Vanguard High Dividend Yield Indx ETF Vym (VYM) 9.1 $30M 295k 101.09
Vanguard Total International Stock E Vxus (VXUS) 5.5 $18M 286k 62.70
Vanguard Information Technology ETF VGT (VGT) 4.1 $13M 37k 358.49
Vanguard Value ETF VTV (VTV) 3.6 $12M 90k 131.46
Vanguard Interm-Tm Corp Bd Idx ETF Vcit (VCIT) 3.3 $11M 116k 93.03
Vanguard Short-Term Corp Bd Idx ETF VCSH (VCSH) 3.3 $11M 130k 82.50
iShares Core MSCI Total Intl Stk Ixus (IXUS) 2.9 $9.6M 136k 70.28
iShares Select Dividend ETF Dvy (DVY) 2.9 $9.5M 84k 114.10
Vanguard Long-Term Corp Bond Idx ETF VCLT (VCLT) 2.6 $8.4M 83k 101.25
Vanguard Dividend Appreciation ETF Vig (VIG) 2.1 $7.0M 48k 147.09
Vanguard Short Term Bond Index BSV (BSV) 2.0 $6.7M 81k 82.19
iShares Russell 1000 Growth ETF Iwf (IWF) 1.9 $6.2M 26k 243.04
Vanguard Short Term Treasury Etf VGSH (VGSH) 1.8 $5.8M 94k 61.52
ishares Gold Trust Iau 1.7 $5.7M 350k 16.26
Ishares S&p Gsti Technology I Igm (IGM) 1.5 $4.9M 14k 360.85
Ishares Short Treasury Bond Etf SHV (SHV) 1.5 $4.8M 44k 110.52
Vanguard Health Care Etf VHT (VHT) 1.4 $4.6M 20k 228.74
Vanguard Total Bond Market ETF BND (BND) 1.4 $4.5M 53k 84.73
Apple Aapl (AAPL) 1.3 $4.3M 35k 122.14
Vanguard Intermediate Term Bond Etf Biv (BIV) 1.3 $4.2M 47k 88.73
Invesco Qqq Trust QQQ 1.2 $4.0M 13k 319.12
Vanguard Small Cap ETF VB (VB) 1.2 $3.9M 18k 214.09
Vanguard Small-Cap Value ETF VBR (VBR) 1.1 $3.7M 23k 165.60
Vanguard Short-Term Infl-Prot Secs ETF` Vtip (VTIP) 1.1 $3.7M 72k 51.53
Vanguard Ftse Emerging Markets Etf Vwo (VWO) 1.0 $3.2M 61k 52.05
Vanguard Mid-Cap Growth ETF - D Vot (VOT) 0.9 $3.0M 14k 214.59
Schwab Us Tips Etf SCHP (SCHP) 0.9 $2.9M 48k 61.16
Vanguard S&p 500 Etf Voo (VOO) 0.8 $2.7M 7.4k 364.34
Schwab High Dividend ETF SCHD (SCHD) 0.8 $2.7M 37k 72.93
Vanguard Mid-Cap Value ETF Voe (VOE) 0.8 $2.5M 19k 134.88
Ishares National Muni Bond Etf Mub (MUB) 0.7 $2.4M 20k 116.07
Vanguard Real Estate Etf VNQ (VNQ) 0.7 $2.3M 25k 91.87
Vanguard Mid-Cap ETF Vo (VO) 0.7 $2.2M 9.9k 221.35
Amazon.com Amzn (AMZN) 0.6 $2.1M 670.00 3094.03
Vanguard Esg U.S. Stock Etf Esgv (ESGV) 0.6 $2.0M 27k 73.75
Vanguard Esg International Stock Etf VSGX (VSGX) 0.6 $1.9M 32k 61.38
iShares Nasdaq Biotechnology In Ibb (IBB) 0.6 $1.9M 13k 150.57
iShares S&P SmallCap 600 Growth Ijt (IJT) 0.6 $1.9M 15k 128.24
SPDR S&P 500 Spy (SPY) 0.6 $1.8M 4.7k 396.31
iShares Global Healthcare ETF Ixj (IXJ) 0.5 $1.7M 22k 77.07
Vanguard Long-term Bond Etf BLV (BLV) 0.5 $1.7M 17k 98.15
Ishares Esg Msci Em Etf Iv Esge (ESGE) 0.5 $1.6M 38k 43.30
Ishares Core Us Growth Etf Iusg (IUSG) 0.5 $1.6M 18k 90.77
Powershares Momentum Factor Mtum (MTUM) 0.5 $1.6M 9.9k 160.90
Ishares Esg Msci Eafe Etf Esgd (ESGD) 0.5 $1.5M 20k 75.91
Johnson & Johnson JNJ (JNJ) 0.4 $1.4M 8.6k 164.41
Microsoft Corporation MSFT (MSFT) 0.4 $1.3M 5.7k 235.70
Arista Networks Anet (ANET) 0.4 $1.3M 4.3k 301.86
iShares Cohen & Steers REIT ETF Icf (ICF) 0.4 $1.2M 21k 57.81
Vanguard Total Stock Market Etf Vti (VTI) 0.4 $1.2M 5.9k 206.67
iShares Edge MSCI USA Quality F Qual (QUAL) 0.4 $1.2M 9.5k 121.79
VanEck Vectors Gold Miners ETF GDX (GDX) 0.4 $1.1M 35k 32.50
Vanguard FTSE Developed Markets ETF Vea (VEA) 0.3 $1.1M 22k 49.13
Ishares MSCI UDA ESG Optimiized EFT Esgu (ESGU) 0.3 $1.1M 12k 90.89
iShares KLD 400 Social Index Dsi (DSI) 0.3 $1.1M 14k 76.38
Walmart WMT (WMT) 0.3 $1.1M 7.7k 135.80
Ishares Short Term Ntnl Mun Bnd Etf Sub (SUB) 0.3 $1.0M 9.5k 107.79
Snowflake Inc Class A Snow (SNOW) 0.3 $897k 3.9k 229.18
Southern So (SO) 0.3 $878k 14k 62.16
Ishares Global Clean Energy Etf Icln (ICLN) 0.3 $851k 35k 24.30
Caterpillar Cat (CAT) 0.3 $835k 3.6k 231.94
SPDR Gold Shares GLD (GLD) 0.2 $812k 5.1k 159.91
Vanguard Mega Cap Growth Etf MGK (MGK) 0.2 $799k 3.9k 206.94
iShares J.P. Morgan USD Emergin Emb (EMB) 0.2 $788k 7.2k 108.95
Philip Morris International PM (PM) 0.2 $763k 8.6k 88.72
Vanguard Ftse All World Ex Us Etf Veu (VEU) 0.2 $756k 13k 60.69
iShares Core S&P Small-Cap ETF Ijr (IJR) 0.2 $675k 6.2k 108.59
Alphabet Inc. Class A Googl (GOOGL) 0.2 $621k 301.00 2063.12
Procter & Gamble Company PG (PG) 0.2 $611k 4.5k 135.36
iShares S&P 500 Index Ivv (IVV) 0.2 $600k 1.5k 398.14
iShares S&P 500 Value ETF Ive (IVE) 0.2 $520k 3.7k 141.23
Vanguard Ftse Europe Etf VGK (VGK) 0.2 $506k 8.0k 62.97
Intel Corporation Intc (INTC) 0.2 $499k 7.8k 63.95
Vanguard Ftse Pacific Etf VPL (VPL) 0.2 $498k 6.1k 81.65
Edwards Lifesciences Ew (EW) 0.2 $497k 5.9k 83.59
Vanguard Emerging Markets Bond Index Vwob (VWOB) 0.1 $485k 6.3k 77.58
Nuveen Esg Small Cap Etf Nusc (NUSC) 0.1 $450k 11k 43.03
Cisco Systems Csco (CSCO) 0.1 $442k 8.5k 51.71
CVS Health Corporation Common S CVS (CVS) 0.1 $427k 5.7k 75.16
Ishares MSCI Global Gold Miners EFT Ring (RING) 0.1 $427k 16k 27.36
Duke Energy Corporation Duk (DUK) 0.1 $422k 4.4k 96.48
Berkshire Hathaway BRKB (BRK.B) 0.1 $416k 1.6k 255.21
Goldman Sachs Active Beta US Large Cap GSLC (GSLC) 0.1 $379k 4.8k 79.06
Amgen Amgn (AMGN) 0.1 $373k 1.5k 248.67
Ishares Russell Mid Cap Growth Etf Iwp (IWP) 0.1 $357k 3.5k 102.00
Pepsico Pep (PEP) 0.1 $353k 2.5k 141.26
Ishares Ultra Short Term Bond Etf Icsh (ICSH) 0.1 $328k 6.5k 50.46
Medtronic plc. Ordinary Shares MDT (MDT) 0.1 $326k 2.8k 117.99
iShares MSCI EAFE Growth ETF Efg (EFG) 0.1 $311k 3.1k 100.48
Verizon Communications VZ (VZ) 0.1 $311k 5.3k 58.21
Vanguard Tax-Exempt Bond ETF Vteb (VTEB) 0.1 $301k 5.5k 54.73
Ishares Preferred Income Sec Etf PFF (PFF) 0.1 $293k 7.6k 38.41
Tencent Holdings F Tcehy (TCEHY) 0.1 $279k 3.5k 79.71
Honeywell Intl Hon (HON) 0.1 $270k 1.2k 217.04
Aberdeen Std Gold ETF TR Physical Swiss Gold Shares Sgol (SGOL) 0.1 $270k 17k 16.40
SPDR Nuveen S&P High Yield Muni Bd ETF Hymb (HYMB) 0.1 $267k 4.5k 59.33
Nestle S A F Nsrgy (NSRGY) 0.1 $253k 2.3k 111.70
Schwab Internatnal Small Cap Eqy Etf SCHC (SCHC) 0.1 $252k 6.4k 39.36
Schwab International Equity Etf SCHF (SCHF) 0.1 $252k 6.7k 37.61
PIMCO Active Bond ETF Bond (BOND) 0.1 $249k 2.3k 109.35
Spdr Bloomberg Barclays 1-3 Month T-bill Etf Bil (BIL) 0.1 $247k 2.7k 91.48
Vanguard Financials ETF VFH (VFH) 0.1 $246k 2.9k 84.39
3m MMM (MMM) 0.1 $246k 1.3k 192.94
Vanguard Utilities Etf Vpu (VPU) 0.1 $245k 1.7k 140.64
Merck & Company Inc. Common St MRK (MRK) 0.1 $242k 3.1k 76.97
Guggenheim S&P 500 Equal Weight RSP (RSP) 0.1 $240k 1.7k 141.68
Ishares Msci Usa Esg Select Etf Susa (SUSA) 0.1 $239k 2.7k 87.87
Rio Tinto Plc F Rio (RTPPF) 0.1 $233k 3.0k 77.67
Walt Disney Dis (DIS) 0.1 $228k 1.2k 184.47
Lockheed Martin Corp LMT (LMT) 0.1 $221k 597.00 370.18
Alibaba Group Holding F Baba (BABA) 0.1 $216k 953.00 226.65
Asml Hldgs Nv F Asml (ASML) 0.1 $216k 350.00 617.14
J P Morgan Chase & Co JPM (JPM) 0.1 $204k 1.3k 152.01
Annaly Capital Mgmt Reit Nly 0.1 $187k 22k 8.60
Healthier Choices Manage HCMC (HCMC) 0.0 $0 114k 0.00