White Lighthouse Investment Management

White Lighthouse Investment Management as of March 31, 2022

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 115 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 15.7 $62M 215k 287.60
Vanguard Whitehall Fds High Div Yld (VYM) 9.3 $36M 324k 112.25
Vanguard Star Vg Tl Intl Stk F (VXUS) 5.5 $22M 359k 59.74
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.8 $19M 240k 78.09
Vanguard World Fds Inf Tech Etf (VGT) 4.3 $17M 41k 416.48
Vanguard Index Fds Value Etf (VTV) 3.3 $13M 88k 147.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.9 $11M 131k 86.04
Ishares Tr Core Msci Total (IXUS) 2.7 $11M 158k 66.58
Ishares Tr Select Divid Etf (DVY) 2.3 $9.1M 71k 128.13
Ishares Gold Trust Ishares 2.3 $9.1M 246k 36.83
Vanguard Bd Index Total Bnd Mrkt (BND) 2.2 $8.6M 109k 79.54
Vanguard Bd Index Short Trm Bond (BSV) 2.2 $8.6M 110k 77.90
Vanguard Group Div App Etf (VIG) 2.1 $8.2M 51k 162.16
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 2.0 $8.0M 86k 93.67
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $7.3M 26k 277.64
Ishares Tr Short Treas Bd (SHV) 1.7 $6.6M 60k 110.25
Vanguard World Fds Health Car Etf (VHT) 1.7 $6.5M 26k 254.39
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.6 $6.2M 104k 59.26
Apple (AAPL) 1.5 $5.9M 34k 174.61
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $5.3M 30k 175.93
Ishares Tr N Amer Tech Etf (IGM) 1.2 $4.6M 12k 388.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $4.4M 12k 362.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $3.9M 9.4k 415.14
Vanguard Index Fds Small Cp Etf (VB) 1.0 $3.9M 18k 212.52
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $3.5M 69k 51.21
Vanguard Bd Index Intermed Term (BIV) 0.9 $3.4M 42k 81.89
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $3.3M 42k 78.89
Vanguard World Esg Intl Stk Etf (VSGX) 0.8 $3.3M 58k 57.20
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $3.2M 29k 108.38
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $3.1M 21k 149.67
Vanguard World Esg Us Stk Etf (ESGV) 0.8 $3.0M 37k 81.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $2.9M 64k 46.14
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $2.7M 12k 222.83
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $2.7M 45k 60.71
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $2.7M 11k 237.84
Ishares Tr National Mun Etf (MUB) 0.6 $2.6M 23k 109.66
Arista Networks (ANET) 0.6 $2.4M 17k 138.95
Amazon (AMZN) 0.6 $2.2M 686.00 3259.48
Ishares Tr Etf Msci Usa (ESGU) 0.6 $2.2M 22k 101.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.1M 4.8k 451.58
Ishares Tr Glob Hlthcre Etf (IXJ) 0.5 $1.8M 21k 87.60
Ishares Tr Msci Eafe Esg Op (ESGD) 0.5 $1.8M 25k 73.74
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $1.8M 14k 125.13
Microsoft Corporation (MSFT) 0.4 $1.7M 5.6k 308.23
Ishares Tr Nasdaq Biotech (IBB) 0.4 $1.6M 12k 130.27
Vanguard Bd Index Long Term Bond (BLV) 0.4 $1.5M 17k 91.67
Johnson & Johnson (JNJ) 0.4 $1.5M 8.3k 177.26
Spdr Gold Trust Gold Shs (GLD) 0.4 $1.4M 7.9k 180.69
Ishares Tr Cohen Steer Reit (ICF) 0.4 $1.4M 20k 70.99
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $1.4M 16k 86.60
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.3M 13k 105.62
Ishares Msci Em Esg Opz (ESGE) 0.3 $1.3M 36k 36.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.3M 5.7k 227.67
Ishares Tr Usa Momentum Fct (MTUM) 0.3 $1.2M 7.4k 168.21
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.3 $1.2M 30k 38.36
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $1.1M 24k 48.03
Southern Company (SO) 0.3 $1.0M 14k 72.52
Wal-Mart Stores (WMT) 0.3 $1.0M 6.8k 148.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $999k 2.8k 353.00
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $994k 9.5k 104.63
Vanguard World Mega Grwth Ind (MGK) 0.3 $984k 4.2k 235.46
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $979k 46k 21.53
Alphabet Cap Stk Cl A (GOOGL) 0.2 $915k 329.00 2781.16
Philip Morris International (PM) 0.2 $808k 8.6k 93.90
Ishares Tr Usa Quality Fctr (QUAL) 0.2 $802k 6.0k 134.68
Caterpillar (CAT) 0.2 $796k 3.6k 222.72
Edwards Lifesciences (EW) 0.2 $761k 6.5k 117.78
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $757k 7.0k 107.94
Aberdeen Std Gold ETF TR Physical Swiss Gold Shares Sgol (SGOL) 0.2 $709k 38k 18.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $703k 12k 57.55
Ishares Tr Core S&p500 Etf (IVV) 0.2 $698k 1.5k 453.54
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $652k 11k 62.30
Procter & Gamble Company (PG) 0.2 $644k 4.2k 152.72
CVS Caremark Corporation (CVS) 0.1 $547k 5.4k 101.28
Vanguard Index Fds Large Cap Etf (VV) 0.1 $533k 2.6k 208.53
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $524k 5.4k 97.76
Nushares Etf Tr Esg Small Cap (NUSC) 0.1 $516k 13k 39.81
Nushares Etf Tr Esg Large Cap (NULG) 0.1 $481k 7.9k 60.76
Intel Corporation (INTC) 0.1 $470k 9.5k 49.60
Cisco Systems (CSCO) 0.1 $468k 8.4k 55.71
Duke Energy Corp Com New (DUK) 0.1 $465k 4.2k 111.78
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $436k 5.9k 73.97
Pepsi (PEP) 0.1 $404k 2.4k 167.36
Vanguard Mun Bd Tax Exempt Bd (VTEB) 0.1 $402k 7.8k 51.55
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.1 $392k 5.6k 69.86
Amgen (AMGN) 0.1 $362k 1.5k 241.98
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $352k 3.5k 100.57
Vanguard World Fds Utilities Etf (VPU) 0.1 $350k 2.2k 161.74
Ishares MSCI Global Gold Miners EFT Ring 0.1 $348k 11k 31.06
Ishares Tr Ultr Sh Trm Bd (ICSH) 0.1 $326k 6.5k 50.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $321k 8.7k 36.75
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $320k 3.3k 96.94
Medtronic SHS (MDT) 0.1 $315k 2.8k 110.80
Public Storage (PSA) 0.1 $293k 752.00 389.63
Nestle S A F Nsrgy (NSRGY) 0.1 $291k 2.2k 130.20
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $288k 3.0k 96.16
Pfizer (PFE) 0.1 $262k 5.1k 51.81
Alphabet Cap Stk Cl C (GOOG) 0.1 $261k 93.00 2806.45
Ishares Tr S&p Us Pfd Stk (PFF) 0.1 $261k 7.2k 36.45
Verizon Communications (VZ) 0.1 $260k 5.1k 50.90
Goldman Sachs Etf Tr Equity Etf (GSLC) 0.1 $249k 2.8k 89.12
Spdr Series Trust Nuv Hghyld Mun (HYMB) 0.1 $248k 4.5k 55.11
Spdr Bloomberg Barclays 1-3 Month T-bill Etf Bil 0.1 $247k 2.7k 91.48
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $247k 4.3k 58.12
Select Sector Spdr Tr Technology (XLK) 0.1 $244k 1.5k 158.96
Rio Tinto Sponsored Adr (RIO) 0.1 $241k 3.0k 80.33
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $239k 6.3k 38.00
Merck & Co (MRK) 0.1 $238k 2.9k 82.21
Exxon Mobil Corporation (XOM) 0.1 $235k 2.8k 82.49
Asml Holding N V N Y Registry Shs (ASML) 0.1 $234k 350.00 668.57
Honeywell International (HON) 0.1 $225k 1.2k 194.97
Lockheed Martin Corporation (LMT) 0.1 $221k 501.00 441.12
Spdr Ser Tr Ssga Gnder Etf (SHE) 0.1 $203k 2.2k 92.15
International Business Machines (IBM) 0.1 $201k 1.5k 129.93
Annaly Capital Management 0.1 $201k 29k 7.05