White Lighthouse Investment Management

White Lighthouse Investment Management as of March 31, 2024

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 120 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 16.4 $81M 234k 344.00
Vanguard Whitehall Fds High Div Yld (VYM) 9.8 $48M 400k 120.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.1 $30M 501k 60.27
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.6 $23M 293k 77.30
Vanguard World Inf Tech Etf (VGT) 4.3 $21M 40k 523.94
Ishares Tr Short Treas Bd (SHV) 3.2 $16M 143k 110.54
Vanguard Index Fds Value Etf (VTV) 3.2 $16M 96k 162.32
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.0 $15M 203k 72.59
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $14M 170k 80.51
Ishares Tr Core Msci Total (IXUS) 2.6 $13M 192k 67.86
Ishares Gold Tr Ishares New (IAU) 2.3 $11M 265k 42.01
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $10M 57k 182.61
Ishares Tr Rus 1000 Grw Etf (IWF) 2.0 $9.7M 29k 337.04
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $9.1M 119k 76.67
Ishares Tr Select Divid Etf (DVY) 1.7 $8.5M 69k 123.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $7.7M 16k 480.71
Vanguard World Health Car Etf (VHT) 1.5 $7.5M 28k 270.52
Ishares Tr Expnd Tec Sc Etf (IGM) 1.3 $6.5M 76k 86.18
Apple (AAPL) 1.3 $6.4M 37k 171.48
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.3 $6.3M 81k 78.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $6.1M 32k 191.71
Vanguard Index Fds Small Cp Etf (VB) 1.1 $5.4M 24k 228.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $4.7M 11k 444.03
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $4.5M 95k 47.89
Vanguard World Esg Intl Stk Etf (VSGX) 0.9 $4.4M 76k 57.47
Ishares Tr Core Total Usd (IUSB) 0.9 $4.3M 94k 45.59
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $4.3M 74k 58.07
Vanguard World Esg Us Stk Etf (ESGV) 0.8 $3.8M 41k 93.19
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $3.8M 15k 249.86
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $3.7M 43k 86.44
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $3.4M 42k 80.63
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $3.3M 44k 75.40
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $3.1M 20k 155.91
Amazon (AMZN) 0.6 $3.0M 17k 180.38
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $2.8M 12k 235.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.6M 10k 259.91
Microsoft Corporation (MSFT) 0.5 $2.4M 5.8k 420.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.4M 57k 41.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.3M 4.4k 523.08
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $2.1M 19k 114.96
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $2.0M 39k 52.16
Ishares Tr Glob Hlthcre Etf (IXJ) 0.4 $1.9M 21k 93.15
Ishares Tr National Mun Etf (MUB) 0.4 $1.9M 18k 107.60
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $1.8M 14k 130.73
Ishares Tr Ishares Biotech (IBB) 0.4 $1.7M 13k 137.22
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $1.7M 17k 100.81
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.6M 14k 117.21
Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $1.6M 22k 72.33
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.5M 7.3k 205.72
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $1.5M 19k 79.91
Vanguard World Consum Dis Etf (VCR) 0.3 $1.5M 4.7k 317.76
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.5M 29k 50.17
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.4M 9.4k 150.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.4M 28k 50.60
Vanguard World Comm Srvc Etf (VOX) 0.3 $1.4M 10k 131.23
Johnson & Johnson (JNJ) 0.3 $1.3M 8.4k 158.19
UnitedHealth (UNH) 0.3 $1.3M 2.6k 494.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.3M 3.1k 420.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.3M 21k 58.65
Wal-Mart Stores (WMT) 0.2 $1.2M 20k 60.17
Ishares Tr Cohen Steer Reit (ICF) 0.2 $1.2M 21k 57.70
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.1M 2.0k 525.82
Southern Company (SO) 0.2 $1.0M 14k 71.74
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $995k 9.5k 104.73
Vanguard World Mega Grwth Ind (MGK) 0.2 $958k 3.3k 286.61
Caterpillar (CAT) 0.2 $942k 2.6k 366.44
Amgen (AMGN) 0.2 $919k 3.2k 284.32
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $919k 18k 51.28
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.2 $864k 41k 21.10
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $836k 12k 67.34
Philip Morris International (PM) 0.2 $788k 8.6k 91.62
Arista Networks (ANET) 0.2 $783k 2.7k 289.98
Edwards Lifesciences (EW) 0.2 $778k 8.1k 95.55
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $745k 6.7k 110.52
Ishares Esg Awr Msci Em (ESGE) 0.1 $732k 23k 32.23
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $655k 10k 63.85
Procter & Gamble Company (PG) 0.1 $654k 4.0k 162.25
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $606k 6.8k 89.67
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $604k 3.2k 187.35
Vanguard Index Fds Large Cap Etf (VV) 0.1 $559k 2.3k 239.76
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $559k 3.4k 164.35
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $553k 7.3k 76.28
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $509k 12k 41.59
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $455k 14k 31.62
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $446k 5.9k 76.02
CVS Caremark Corporation (CVS) 0.1 $431k 5.4k 79.76
Pepsi (PEP) 0.1 $409k 2.3k 175.01
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $409k 3.6k 114.14
Duke Energy Corp Com New (DUK) 0.1 $402k 4.2k 96.71
Merck & Co (MRK) 0.1 $380k 2.9k 131.95
Vanguard World Utilities Etf (VPU) 0.1 $377k 2.6k 142.58
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $371k 1.6k 225.92
Affirm Hldgs Com Cl A (AFRM) 0.1 $367k 9.8k 37.26
Ishares Tr Blackrock Ultra (ICSH) 0.1 $354k 7.0k 50.56
Exxon Mobil Corporation (XOM) 0.1 $349k 3.0k 116.24
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $347k 7.1k 49.19
Intel Corporation (INTC) 0.1 $345k 7.8k 44.17
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $344k 3.2k 109.17
Vanguard World Financials Etf (VFH) 0.1 $343k 3.3k 102.39
Asml Hldgs Nv F Common (ASMLF) 0.1 $340k 350.00 970.47
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $335k 3.6k 92.72
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $325k 23k 13.98
Select Sector Spdr Tr Technology (XLK) 0.1 $316k 1.5k 208.27
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $302k 6.3k 48.21
Cisco Systems (CSCO) 0.1 $300k 6.0k 49.91
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $294k 2.8k 103.79
Alphabet Cap Stk Cl C (GOOG) 0.1 $277k 1.8k 152.24
JPMorgan Chase & Co. (JPM) 0.1 $276k 1.4k 200.30
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $273k 1.9k 147.73
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $268k 2.8k 95.20
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $261k 6.7k 39.02
Nestle S A F Sponsored Adr 1 Adr Reps 1 Ord Common (NSRGY) 0.0 $241k 2.3k 106.20
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $238k 2.4k 97.94
Medtronic SHS (MDT) 0.0 $237k 2.7k 87.15
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $236k 6.6k 35.80
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $231k 9.0k 25.69
Lockheed Martin Corporation (LMT) 0.0 $227k 500.00 454.87
Honeywell International (HON) 0.0 $221k 1.1k 205.25
Public Storage (PSA) 0.0 $218k 750.00 290.06
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $207k 2.0k 103.79