White Lighthouse Investment Management

White Lighthouse Investment Management as of Sept. 30, 2022

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 105 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 15.3 $53M 246k 213.95
Vanguard Whitehall Fds High Div Yld (VYM) 9.3 $32M 335k 94.88
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.7 $23M 308k 74.28
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.4 $19M 409k 45.77
Vanguard World Fds Inf Tech Etf (VGT) 4.1 $14M 46k 307.38
Vanguard Index Fds Value Etf (VTV) 3.3 $11M 91k 123.48
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.8 $9.5M 127k 74.82
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.6 $8.8M 124k 71.33
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $8.8M 116k 75.68
Ishares Tr Core Msci Total (IXUS) 2.6 $8.8M 173k 50.92
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $8.0M 59k 135.16
Ishares Gold Trust Common 2.1 $7.3M 232k 31.53
Ishares Tr Select Divid Etf (DVY) 2.1 $7.3M 68k 107.22
Ishares Tr Short Treas Bd (SHV) 2.0 $6.9M 63k 110.00
Vanguard World Fds Health Car Etf (VHT) 1.8 $6.3M 28k 223.72
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.8 $6.2M 84k 73.24
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $6.0M 28k 210.41
Apple (AAPL) 1.3 $4.6M 33k 138.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $4.6M 32k 143.40
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $4.6M 79k 57.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $3.7M 11k 328.32
Ishares Tr Expnd Tec Sc Etf (IGM) 1.0 $3.6M 13k 276.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $3.4M 13k 267.27
Vanguard Index Fds Small Cp Etf (VB) 1.0 $3.4M 20k 170.90
Ishares Tr Core Total Usd (IUSB) 1.0 $3.3M 74k 44.51
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $3.2M 67k 48.12
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $2.9M 43k 66.42
Vanguard World Esg Intl Stk Etf (VSGX) 0.8 $2.8M 65k 43.44
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $2.7M 22k 121.76
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $2.5M 69k 36.49
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $2.5M 31k 80.18
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $2.5M 39k 62.92
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $2.3M 12k 188.01
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $2.2M 42k 51.81
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $2.2M 13k 170.52
Arista Networks (ANET) 0.6 $1.9M 17k 112.91
Ishares Tr National Mun Etf (MUB) 0.5 $1.8M 17k 102.57
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.8M 22k 79.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.7M 4.8k 357.20
Amazon (AMZN) 0.5 $1.6M 14k 113.00
Ishares Tr Glob Hlthcre Etf (IXJ) 0.5 $1.6M 21k 75.36
Vanguard World Mega Grwth Ind (MGK) 0.4 $1.5M 8.8k 174.24
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $1.5M 14k 101.66
Ishares Tr Ishares Biotech (IBB) 0.4 $1.4M 12k 116.93
Johnson & Johnson (JNJ) 0.4 $1.4M 8.4k 163.33
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.3M 8.6k 154.68
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $1.3M 23k 56.12
Microsoft Corporation (MSFT) 0.4 $1.3M 5.5k 232.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.2M 33k 36.35
Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $1.2M 16k 71.92
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.1M 17k 66.98
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.1M 14k 80.17
Ishares Tr Cohen Steer Reit (ICF) 0.3 $1.1M 20k 53.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.0M 5.8k 179.47
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $975k 9.5k 102.63
Southern Company (SO) 0.3 $958k 14k 67.97
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $941k 49k 19.08
Ishares Esg Awr Msci Em (ESGE) 0.3 $940k 34k 27.66
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $880k 6.7k 131.23
Wal-Mart Stores (WMT) 0.3 $875k 6.8k 129.63
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $828k 17k 48.11
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $765k 10k 73.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $754k 2.8k 266.90
Philip Morris International (PM) 0.2 $714k 8.6k 83.02
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $704k 3.0k 235.06
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $664k 28k 24.12
Alphabet Cap Stk Cl A (GOOGL) 0.2 $663k 6.9k 95.67
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.2 $593k 37k 15.91
Vanguard World Fds Comm Srvc Etf (VOX) 0.2 $590k 7.2k 82.38
Caterpillar (CAT) 0.2 $586k 3.6k 164.10
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $567k 6.5k 87.12
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $546k 6.9k 79.45
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $542k 12k 44.37
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $535k 5.1k 104.00
Procter & Gamble Company (PG) 0.2 $516k 4.1k 126.28
CVS Caremark Corporation (CVS) 0.1 $515k 5.4k 95.37
Ishares Tr Core S&p500 Etf (IVV) 0.1 $500k 1.4k 358.42
Edwards Lifesciences (EW) 0.1 $462k 5.6k 82.65
Vanguard World Fds Utilities Etf (VPU) 0.1 $416k 2.9k 142.27
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $415k 13k 32.05
Pepsi (PEP) 0.1 $393k 2.4k 163.07
Vanguard Index Fds Large Cap Etf (VV) 0.1 $389k 2.4k 163.51
Duke Energy Corp Com New (DUK) 0.1 $387k 4.2k 93.03
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $386k 8.4k 46.17
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $385k 8.3k 46.15
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $363k 4.8k 75.86
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $339k 5.9k 57.52
Amgen (AMGN) 0.1 $326k 1.4k 225.61
Ishares Tr Blackrock Ultra (ICSH) 0.1 $325k 6.5k 50.00
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $310k 4.0k 78.48
Cisco Systems (CSCO) 0.1 $256k 6.4k 39.98
Merck & Co (MRK) 0.1 $248k 2.9k 86.14
Vanguard World Fds Financials Etf (VFH) 0.1 $246k 3.3k 74.37
Exxon Mobil Corporation (XOM) 0.1 $246k 2.8k 87.27
Ishares Msci Global Gold Miners Eft Common 0.1 $246k 13k 18.77
Select Sector Spdr Tr Technology (XLK) 0.1 $245k 2.1k 118.93
Nestle S A F Common (NSRGY) 0.1 $241k 2.2k 107.83
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $231k 4.0k 57.61
Public Storage (PSA) 0.1 $220k 750.00 293.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $220k 7.8k 28.11
Medtronic SHS (MDT) 0.1 $219k 2.7k 80.57
Pfizer (PFE) 0.1 $219k 5.0k 43.71
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $218k 3.0k 72.57
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $216k 4.5k 48.00
Intel Corporation (INTC) 0.1 $201k 7.8k 25.76