White Lighthouse Investment Management

White Lighthouse Investment Management as of June 30, 2021

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 121 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth Etf Vug (VUG) 15.1 $55M 192k 286.81
Vanguard High Dividend Yield Indx ETF Vym (VYM) 8.8 $32M 307k 104.77
Vanguard Total International Stock E Vxus (VXUS) 5.6 $20M 309k 65.68
Vanguard Information Technology ETF VGT (VGT) 4.1 $15M 37k 398.77
Vanguard Value ETF VTV (VTV) 3.4 $12M 90k 137.46
Vanguard Short-Term Corp Bd Idx ETF VCSH (VCSH) 3.4 $12M 148k 82.71
Vanguard Interm-Tm Corp Bd Idx ETF Vcit (VCIT) 3.2 $12M 121k 95.07
iShares Core MSCI Total Intl Stk Ixus (IXUS) 2.7 $10M 137k 73.30
Vanguard Short Term Bond Index BSV (BSV) 2.6 $9.4M 114k 82.16
iShares Select Dividend ETF Dvy (DVY) 2.5 $9.2M 79k 116.62
Vanguard Long-Term Corp Bond Idx ETF VCLT (VCLT) 2.5 $9.0M 84k 106.94
Vanguard Dividend Appreciation ETF Vig (VIG) 2.0 $7.4M 48k 154.79
ishares Gold Trust Iau 2.0 $7.1M 212k 33.71
iShares Russell 1000 Growth ETF Iwf (IWF) 1.8 $6.7M 25k 271.47
Vanguard Short Term Treasury Etf VGSH (VGSH) 1.8 $6.6M 107k 61.43
Ishares S&p Gsti Technology I Igm (IGM) 1.5 $5.5M 14k 404.02
Vanguard Health Care Etf VHT (VHT) 1.4 $5.3M 21k 247.11
Ishares Short Treasury Bond Etf SHV (SHV) 1.4 $5.1M 46k 110.48
Vanguard Total Bond Market ETF BND (BND) 1.4 $5.0M 58k 85.89
Unity Software U (U) 1.3 $4.6M 42k 109.83
Apple Aapl (AAPL) 1.3 $4.6M 34k 136.96
Invesco Qqq Trust QQQ 1.2 $4.4M 12k 354.45
Vanguard Intermediate Term Bond Etf Biv (BIV) 1.2 $4.3M 48k 89.96
Vanguard Small Cap ETF VB (VB) 1.2 $4.3M 19k 225.30
Vanguard Small-Cap Value ETF VBR (VBR) 1.2 $4.3M 25k 173.65
Vanguard Short-Term Infl-Prot Secs ETF` Vtip (VTIP) 1.1 $3.9M 75k 52.41
Vanguard Mid-Cap Growth ETF - D Vot (VOT) 0.9 $3.5M 15k 236.35
Vanguard Ftse Emerging Markets Etf Vwo (VWO) 0.9 $3.4M 63k 54.30
Vanguard S&p 500 Etf Voo (VOO) 0.8 $3.1M 7.8k 393.54
Schwab Us Tips Etf SCHP (SCHP) 0.8 $3.0M 48k 62.51
Schwab High Dividend ETF SCHD (SCHD) 0.8 $2.9M 39k 75.61
Vanguard Real Estate Etf VNQ (VNQ) 0.8 $2.8M 27k 101.79
Vanguard Mid-Cap Value ETF Voe (VOE) 0.7 $2.7M 19k 140.52
Vanguard Esg U.S. Stock Etf Esgv (ESGV) 0.7 $2.5M 32k 79.98
Vanguard Mid-Cap ETF Vo (VO) 0.7 $2.4M 10k 237.34
Ishares National Muni Bond Etf Mub (MUB) 0.7 $2.4M 21k 117.22
Amazon.com Amzn (AMZN) 0.6 $2.3M 678.00 3439.53
Vanguard Esg International Stock Etf VSGX (VSGX) 0.6 $2.2M 34k 64.14
iShares Nasdaq Biotechnology In Ibb (IBB) 0.6 $2.1M 13k 163.64
iShares S&P SmallCap 600 Growth Ijt (IJT) 0.5 $2.0M 15k 132.61
SPDR S&P 500 Spy (SPY) 0.5 $2.0M 4.6k 427.98
iShares Global Healthcare ETF Ixj (IXJ) 0.5 $1.8M 21k 83.11
Vanguard Long-term Bond Etf BLV (BLV) 0.5 $1.7M 17k 103.05
Ishares Core Us Growth Etf Iusg (IUSG) 0.5 $1.7M 17k 100.98
Powershares Momentum Factor Mtum (MTUM) 0.5 $1.7M 9.8k 173.42
Ishares Esg Msci Em Etf Iv Esge (ESGE) 0.5 $1.7M 38k 45.16
Ishares Esg Msci Eafe Etf Esgd (ESGD) 0.5 $1.7M 21k 79.04
Arista Networks Anet (ANET) 0.4 $1.6M 4.3k 362.33
Microsoft Corporation MSFT (MSFT) 0.4 $1.5M 5.6k 270.96
Johnson & Johnson JNJ (JNJ) 0.4 $1.4M 8.7k 164.77
iShares KLD 400 Social Index Dsi (DSI) 0.4 $1.4M 16k 82.85
iShares Cohen & Steers REIT ETF Icf (ICF) 0.4 $1.3M 20k 65.35
Ishares MSCI UDA ESG Optimiized EFT Esgu (ESGU) 0.3 $1.3M 13k 98.50
Vanguard Total Stock Market Etf Vti (VTI) 0.3 $1.2M 5.6k 222.76
VanEck Vectors Gold Miners ETF GDX (GDX) 0.3 $1.2M 35k 33.99
iShares Edge MSCI USA Quality F Qual (QUAL) 0.3 $1.1M 8.6k 132.84
Vanguard FTSE Developed Markets ETF Vea (VEA) 0.3 $1.1M 21k 51.54
Ishares Short Term Ntnl Mun Bnd Etf Sub (SUB) 0.3 $1.0M 9.5k 107.79
Walmart WMT (WMT) 0.3 $1.0M 7.2k 141.04
SPDR Gold Shares GLD (GLD) 0.3 $992k 6.0k 165.66
Southern So (SO) 0.2 $855k 14k 60.54
Philip Morris International PM (PM) 0.2 $852k 8.6k 99.07
Vanguard Ftse All World Ex Us Etf Veu (VEU) 0.2 $795k 13k 63.38
Vanguard Mega Cap Growth Etf MGK (MGK) 0.2 $791k 3.4k 231.29
Ishares Global Clean Energy Etf Icln (ICLN) 0.2 $781k 33k 23.46
Caterpillar Cat (CAT) 0.2 $777k 3.6k 217.59
iShares J.P. Morgan USD Emergin Emb (EMB) 0.2 $769k 6.8k 112.43
Alphabet Inc. Class A Googl (GOOGL) 0.2 $723k 296.00 2442.57
iShares Core S&P Small-Cap ETF Ijr (IJR) 0.2 $695k 6.1k 113.04
Edwards Lifesciences Ew (EW) 0.2 $669k 6.5k 103.54
iShares S&P 500 Index Ivv (IVV) 0.2 $630k 1.5k 429.74
Procter & Gamble Company PG (PG) 0.2 $624k 4.6k 134.95
Berkshire Hathaway BRKB (BRK.B) 0.2 $606k 2.2k 277.98
Vanguard Emerging Markets Bond Index Vwob (VWOB) 0.2 $592k 7.4k 79.89
Vanguard Tax-Exempt Bond ETF Vteb (VTEB) 0.2 $583k 11k 55.26
Vanguard Ftse Europe Etf VGK (VGK) 0.1 $540k 8.0k 67.21
Nuveen Esg Small Cap Etf Nusc (NUSC) 0.1 $500k 11k 45.19
Vanguard Ftse Pacific Etf VPL (VPL) 0.1 $495k 6.0k 82.24
CVS Health Corporation Common S CVS (CVS) 0.1 $493k 5.9k 83.49
Aberdeen Std Gold ETF TR Physical Swiss Gold Shares Sgol (SGOL) 0.1 $462k 27k 17.01
iShares S&P 500 Value ETF Ive (IVE) 0.1 $448k 3.0k 147.61
Cisco Systems Csco (CSCO) 0.1 $445k 8.4k 52.98
Intel Corporation Intc (INTC) 0.1 $438k 7.8k 56.13
Duke Energy Corporation Duk (DUK) 0.1 $411k 4.2k 98.80
Ishares California Muni Bond Etf CMF (CMF) 0.1 $401k 6.4k 62.57
Ishares Russell Mid Cap Growth Etf Iwp (IWP) 0.1 $396k 3.5k 113.14
Pepsico Pep (PEP) 0.1 $386k 2.6k 148.23
Nuveen Esg Large Cap Growth Etf Nulg (NULG) 0.1 $359k 5.6k 64.49
Amgen Amgn (AMGN) 0.1 $358k 1.5k 243.54
Goldman Sachs Active Beta US Large Cap GSLC (GSLC) 0.1 $350k 4.1k 86.02
Medtronic plc. Ordinary Shares MDT (MDT) 0.1 $337k 2.7k 123.99
Ishares Ultra Short Term Bond Etf Icsh (ICSH) 0.1 $328k 6.5k 50.46
iShares MSCI EAFE Growth ETF Efg (EFG) 0.1 $321k 3.0k 107.18
Ishares Preferred Income Sec Etf PFF (PFF) 0.1 $308k 7.8k 39.34
Ishares MSCI Global Gold Miners EFT Ring (RING) 0.1 $295k 11k 28.04
Verizon Communications VZ (VZ) 0.1 $294k 5.2k 56.05
Nestle S A F Nsrgy (NSRGY) 0.1 $283k 2.3k 124.94
SPDR Nuveen S&P High Yield Muni Bd ETF Hymb (HYMB) 0.1 $274k 4.5k 60.89
Honeywell Intl Hon (HON) 0.1 $269k 1.2k 219.23
Schwab Internatnal Small Cap Eqy Etf SCHC (SCHC) 0.1 $268k 6.4k 41.66
Schwab International Equity Etf SCHF (SCHF) 0.1 $265k 6.7k 39.45
Tencent Holdings F Tcehy (TCEHY) 0.1 $264k 3.5k 75.43
Ishares Msci Usa Esg Select Etf Susa (SUSA) 0.1 $260k 2.7k 95.59
3m MMM (MMM) 0.1 $253k 1.3k 198.43
Rio Tinto Plc F Rio (RTPPF) 0.1 $252k 3.0k 84.00
Spdr Bloomberg Barclays 1-3 Month T-bill Etf Bil (BIL) 0.1 $247k 2.7k 91.48
Vanguard Utilities Etf Vpu (VPU) 0.1 $246k 1.8k 138.75
Merck & Company Inc. Common St MRK (MRK) 0.1 $245k 3.1k 77.93
Asml Hldgs Nv F Asml (ASML) 0.1 $242k 350.00 691.43
Public Storage Psa (PSA) 0.1 $226k 750.00 301.33
Alibaba Group Holding F Baba (BABA) 0.1 $216k 953.00 226.65
Vanguard Financials ETF VFH (VFH) 0.1 $214k 2.4k 90.49
J P Morgan Chase & Co JPM (JPM) 0.1 $206k 1.3k 155.24
Walt Disney Dis (DIS) 0.1 $205k 1.2k 175.97
Lockheed Martin Corp LMT (LMT) 0.1 $204k 540.00 377.78
First Trust Biotech Index FBT (FBT) 0.1 $201k 1.2k 172.53
Annaly Capital Mgmt Reit Nly 0.1 $193k 22k 8.87
Convatec Group Plc Ordf CNVVF (CNVVF) 0.0 $39k 12k 3.36
Vodafone Group Ordf Vodpf (VODPF) 0.0 $30k 18k 1.69
Lloyds Banking Gro Ordf LLDTF (LLDTF) 0.0 $12k 19k 0.64
Healthier Choices Manage HCMC (HCMC) 0.0 $0 126k 0.00