White Lighthouse Investment Management

White Lighthouse Investment Management as of March 31, 2023

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 113 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 15.9 $63M 253k 249.44
Vanguard Whitehall Fds High Div Yld (VYM) 9.0 $36M 340k 105.50
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.9 $24M 308k 76.23
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.9 $23M 423k 55.21
Vanguard World Fds Inf Tech Etf (VGT) 4.2 $17M 43k 385.47
Vanguard Index Fds Value Etf (VTV) 3.1 $12M 88k 138.11
Ishares Tr Core Msci Total (IXUS) 2.7 $11M 172k 61.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.5 $10M 136k 73.83
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $10M 124k 80.22
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $9.4M 61k 154.01
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.3 $9.1M 120k 76.49
Ishares Gold Trust Common 2.2 $8.8M 235k 37.37
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $8.3M 34k 244.33
Ishares Tr Short Treas Bd (SHV) 2.0 $8.0M 72k 110.50
Ishares Tr Select Divid Etf (DVY) 1.9 $7.5M 64k 117.18
Vanguard World Fds Health Car Etf (VHT) 1.7 $6.9M 29k 238.46
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.6 $6.5M 81k 79.72
Ishares Tr Core Total Usd (IUSB) 1.6 $6.3M 136k 46.15
Apple (AAPL) 1.4 $5.7M 34k 164.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $5.0M 31k 158.76
Ishares Tr Expnd Tec Sc Etf (IGM) 1.2 $4.8M 14k 339.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $4.4M 12k 376.08
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $4.3M 73k 58.54
Vanguard Index Fds Small Cp Etf (VB) 1.0 $3.8M 20k 189.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $3.5M 11k 320.94
Vanguard World Esg Intl Stk Etf (VSGX) 0.8 $3.3M 63k 52.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $3.1M 43k 73.16
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $2.9M 61k 47.82
Arista Networks (ANET) 0.7 $2.9M 17k 167.86
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $2.9M 22k 134.07
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $2.8M 34k 83.04
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $2.8M 39k 71.71
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $2.7M 14k 194.89
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.6M 12k 210.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $2.4M 59k 40.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.2M 11k 204.10
Ishares Tr National Mun Etf (MUB) 0.5 $1.9M 18k 107.74
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $1.9M 36k 53.61
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.8M 19k 90.45
Ishares Tr Glob Hlthcre Etf (IXJ) 0.4 $1.7M 21k 83.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.7M 4.1k 409.38
Ishares Tr Ishares Biotech (IBB) 0.4 $1.6M 12k 129.16
Microsoft Corporation (MSFT) 0.4 $1.6M 5.5k 288.30
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $1.6M 14k 109.94
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $1.5M 20k 76.64
Amazon (AMZN) 0.4 $1.5M 14k 103.29
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $1.5M 17k 88.77
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.5M 33k 45.17
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $1.4M 18k 77.99
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.4M 7.6k 183.22
Vanguard World Mega Grwth Ind (MGK) 0.3 $1.3M 6.6k 204.51
Johnson & Johnson (JNJ) 0.3 $1.3M 8.2k 155.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.3M 25k 50.66
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.2M 22k 53.47
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $1.1M 16k 71.84
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.1M 23k 50.54
Ishares Tr Cohen Steer Reit (ICF) 0.3 $1.1M 20k 55.54
Vanguard World Fds Consum Dis Etf (VCR) 0.3 $1.0M 4.1k 252.56
Wal-Mart Stores (WMT) 0.3 $996k 6.8k 147.45
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $995k 9.5k 104.68
Southern Company (SO) 0.2 $981k 14k 69.58
Vanguard World Fds Comm Srvc Etf (VOX) 0.2 $942k 9.7k 96.67
Caterpillar (CAT) 0.2 $932k 4.1k 228.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $891k 2.9k 308.77
Philip Morris International (PM) 0.2 $836k 8.6k 97.25
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.2 $814k 43k 18.87
Ishares Esg Awr Msci Em (ESGE) 0.2 $795k 25k 31.48
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $770k 16k 48.79
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $744k 38k 19.78
Ishares Tr Core S&p500 Etf (IVV) 0.2 $728k 1.8k 411.19
Alphabet Cap Stk Cl A (GOOGL) 0.2 $719k 6.9k 103.73
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $691k 5.0k 139.04
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $687k 11k 60.95
Edwards Lifesciences (EW) 0.2 $674k 8.1k 82.73
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $643k 6.7k 96.70
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $625k 19k 32.35
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $622k 8.1k 76.74
Procter & Gamble Company (PG) 0.2 $608k 4.1k 148.69
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $515k 15k 35.41
Vanguard World Fds Utilities Etf (VPU) 0.1 $514k 3.5k 147.52
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $506k 4.1k 124.06
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $474k 5.5k 86.28
Vanguard Index Fds Large Cap Etf (VV) 0.1 $436k 2.3k 186.81
Pepsi (PEP) 0.1 $426k 2.3k 182.30
Duke Energy Corp Com New (DUK) 0.1 $401k 4.2k 96.47
CVS Caremark Corporation (CVS) 0.1 $401k 5.4k 74.31
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $400k 5.9k 67.81
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $376k 6.7k 55.74
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $361k 5.5k 65.17
Amgen (AMGN) 0.1 $349k 1.4k 241.75
Exxon Mobil Corporation (XOM) 0.1 $348k 3.2k 109.66
Cisco Systems (CSCO) 0.1 $335k 6.4k 52.27
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $333k 3.8k 87.77
Ishares Tr Blackrock Ultra (ICSH) 0.1 $327k 6.5k 50.25
Merck & Co (MRK) 0.1 $306k 2.9k 106.39
Select Sector Spdr Tr Technology (XLK) 0.1 $297k 2.0k 151.01
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $293k 3.2k 91.05
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $279k 4.5k 62.31
Nestle S A F Sponsored Adr 1 Adr Reps 1 Ord Common (NSRGY) 0.1 $276k 2.3k 121.69
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $275k 5.6k 48.92
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $272k 2.9k 93.68
Intel Corporation (INTC) 0.1 $260k 8.0k 32.67
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $243k 7.0k 34.80
Vanguard World Fds Financials Etf (VFH) 0.1 $239k 3.1k 77.89
Asml Hldgs Nv F Common (ASMLF) 0.1 $238k 350.00 680.71
Lockheed Martin Corporation (LMT) 0.1 $236k 500.00 472.73
Public Storage (PSA) 0.1 $227k 750.00 302.14
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $225k 9.0k 25.04
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $223k 6.6k 33.71
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $220k 3.4k 63.89
Medtronic SHS (MDT) 0.1 $219k 2.7k 80.62
Honeywell International (HON) 0.1 $215k 1.1k 191.12
Rio Tinto Sponsored Adr (RIO) 0.1 $206k 3.0k 68.60