White Lighthouse Investment Management

White Lighthouse Investment Management as of Dec. 31, 2022

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 114 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 14.3 $53M 248k 213.11
Vanguard Whitehall Fds High Div Yld (VYM) 9.6 $35M 326k 108.21
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.9 $22M 423k 51.72
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.8 $22M 286k 75.19
Vanguard World Fds Inf Tech Etf (VGT) 3.8 $14M 44k 319.41
Vanguard Index Fds Value Etf (VTV) 3.3 $12M 86k 140.37
Ishares Tr Core Msci Total (IXUS) 2.9 $11M 184k 57.88
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.7 $9.8M 136k 71.84
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $9.5M 122k 77.51
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $9.0M 59k 151.85
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.4 $8.7M 115k 75.28
Ishares Gold Trust Common 2.3 $8.5M 247k 34.59
Ishares Tr Select Divid Etf (DVY) 2.1 $7.8M 65k 120.60
Vanguard World Fds Health Car Etf (VHT) 2.0 $7.2M 29k 248.05
Ishares Tr Short Treas Bd (SHV) 1.9 $7.1M 64k 109.92
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $6.3M 29k 214.24
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.7 $6.2M 82k 75.71
Ishares Tr Core Total Usd (IUSB) 1.5 $5.6M 126k 44.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $4.9M 31k 158.80
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.2 $4.4M 76k 57.82
Apple (AAPL) 1.2 $4.3M 33k 129.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $3.9M 11k 351.33
Ishares Tr Expnd Tec Sc Etf (IGM) 1.0 $3.7M 13k 280.00
Vanguard Index Fds Small Cp Etf (VB) 1.0 $3.5M 19k 183.54
Vanguard World Esg Intl Stk Etf (VSGX) 0.9 $3.3M 68k 49.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $3.3M 12k 266.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $3.3M 43k 75.54
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $2.9M 22k 135.24
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $2.9M 62k 46.71
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $2.6M 40k 65.86
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $2.6M 31k 82.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $2.5M 65k 38.98
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $2.5M 12k 203.81
Ishares Tr Core S&p Us Gwt (IUSG) 0.7 $2.4M 29k 81.52
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $2.3M 13k 179.76
Arista Networks (ANET) 0.6 $2.1M 17k 121.35
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $1.9M 37k 51.78
Ishares Tr National Mun Etf (MUB) 0.5 $1.9M 18k 105.52
Ishares Tr Glob Hlthcre Etf (IXJ) 0.5 $1.8M 21k 84.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.7M 4.5k 382.40
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.7M 21k 84.75
Ishares Tr Ishares Biotech (IBB) 0.4 $1.6M 12k 131.29
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $1.5M 14k 108.07
Johnson & Johnson (JNJ) 0.4 $1.4M 8.2k 176.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.4M 33k 41.97
Microsoft Corporation (MSFT) 0.4 $1.3M 5.5k 239.81
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.3M 7.7k 169.64
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $1.3M 18k 72.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.3M 6.7k 191.18
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $1.3M 19k 65.74
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.2M 24k 49.49
Amazon (AMZN) 0.3 $1.2M 14k 84.00
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.2M 16k 71.80
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.1M 22k 50.14
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.1M 23k 49.82
Ishares Tr Cohen Steer Reit (ICF) 0.3 $1.1M 20k 54.84
Vanguard World Mega Grwth Ind (MGK) 0.3 $1.0M 6.0k 172.07
Southern Company (SO) 0.3 $1.0M 14k 71.41
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $991k 9.5k 104.27
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $961k 48k 19.85
Wal-Mart Stores (WMT) 0.3 $957k 6.8k 141.79
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $948k 6.5k 145.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $873k 2.8k 308.90
Philip Morris International (PM) 0.2 $870k 8.6k 101.21
Caterpillar (CAT) 0.2 $856k 3.6k 239.56
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $842k 18k 48.24
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $796k 3.6k 219.02
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.2 $787k 45k 17.47
Ishares Esg Awr Msci Em (ESGE) 0.2 $773k 26k 30.07
Ishares Tr Core S&p500 Etf (IVV) 0.2 $709k 1.8k 384.30
Vanguard World Fds Comm Srvc Etf (VOX) 0.2 $697k 8.5k 82.25
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $679k 7.2k 94.64
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $630k 11k 55.44
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $628k 8.5k 74.32
Procter & Gamble Company (PG) 0.2 $619k 4.1k 151.56
Alphabet Cap Stk Cl A (GOOGL) 0.2 $611k 6.9k 88.23
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $560k 20k 28.66
Vanguard World Fds Utilities Etf (VPU) 0.1 $529k 3.4k 153.36
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $519k 4.6k 113.96
CVS Caremark Corporation (CVS) 0.1 $503k 5.4k 93.19
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $473k 14k 34.18
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $465k 5.5k 84.59
Duke Energy Corp Com New (DUK) 0.1 $428k 4.2k 102.99
Pepsi (PEP) 0.1 $422k 2.3k 180.66
Edwards Lifesciences (EW) 0.1 $417k 5.6k 74.62
Vanguard Index Fds Large Cap Etf (VV) 0.1 $401k 2.3k 174.20
Amgen (AMGN) 0.1 $380k 1.4k 262.64
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $379k 5.9k 64.34
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $355k 3.8k 93.21
Ishares Tr Blackrock Ultra (ICSH) 0.1 $345k 6.9k 50.04
Merck & Co (MRK) 0.1 $319k 2.9k 110.95
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $312k 3.8k 82.32
Cisco Systems (CSCO) 0.1 $305k 6.4k 47.64
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $302k 6.2k 48.89
Exxon Mobil Corporation (XOM) 0.1 $294k 2.7k 110.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $285k 5.1k 55.56
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $280k 4.6k 60.98
Nestle S A F Common (NSRGY) 0.1 $258k 2.2k 115.34
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $252k 3.0k 83.76
Pfizer (PFE) 0.1 $247k 4.8k 51.24
Select Sector Spdr Tr Technology (XLK) 0.1 $244k 2.0k 124.44
Lockheed Martin Corporation (LMT) 0.1 $243k 500.00 486.49
Honeywell International (HON) 0.1 $241k 1.1k 214.30
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $227k 4.8k 47.43
Vanguard World Fds Financials Etf (VFH) 0.1 $223k 2.7k 82.73
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $220k 4.5k 48.97
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $218k 6.8k 32.21
Rio Tinto Sponsored Adr (RIO) 0.1 $214k 3.0k 71.20
Medtronic SHS (MDT) 0.1 $211k 2.7k 77.72
Intel Corporation (INTC) 0.1 $210k 8.0k 26.43
Public Storage (PSA) 0.1 $210k 750.00 280.19
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $203k 6.4k 31.47
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $202k 3.4k 58.50
Verizon Communications (VZ) 0.1 $201k 5.1k 39.40