White Lighthouse Investment Management

White Lighthouse Investment Management as of June 30, 2024

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 121 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 17.0 $88M 236k 373.79
Vanguard Whitehall Fds High Div Yld (VYM) 9.5 $50M 417k 118.60
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.0 $31M 515k 60.27
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.6 $24M 311k 77.27
Vanguard World Inf Tech Etf (VGT) 4.4 $23M 40k 576.15
Ishares Tr Short Treas Bd (SHV) 4.3 $22M 201k 110.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.1 $16M 226k 72.01
Vanguard Index Fds Value Etf (VTV) 3.0 $16M 99k 159.90
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.9 $15M 188k 79.93
Ishares Tr Core Msci Total (IXUS) 2.5 $13M 190k 67.56
Ishares Gold Tr Ishares New (IAU) 2.1 $11M 252k 43.93
Vanguard Specialized Funds Div App Etf (VIG) 2.0 $10M 56k 182.55
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $10M 28k 364.51
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $8.9M 116k 76.70
Ishares Tr Select Divid Etf (DVY) 1.6 $8.1M 67k 120.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $7.8M 16k 500.11
Vanguard World Health Car Etf (VHT) 1.4 $7.5M 28k 266.00
Ishares Tr Expnd Tec Sc Etf (IGM) 1.4 $7.3M 78k 94.31
Apple (AAPL) 1.4 $7.2M 34k 210.62
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.2 $6.4M 85k 75.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $5.9M 33k 182.36
Vanguard Index Fds Small Cp Etf (VB) 1.1 $5.5M 25k 218.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $4.9M 10k 479.13
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $4.9M 100k 48.54
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $4.5M 53k 83.73
Vanguard World Esg Intl Stk Etf (VSGX) 0.8 $4.4M 77k 57.27
Ishares Tr Core Total Usd (IUSB) 0.8 $3.9M 87k 45.22
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $3.9M 68k 57.99
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $3.9M 16k 242.10
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $3.9M 40k 96.62
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $3.4M 46k 74.89
Amazon (AMZN) 0.6 $3.3M 17k 193.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $3.3M 42k 77.76
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $2.9M 20k 150.43
Microsoft Corporation (MSFT) 0.5 $2.8M 6.3k 446.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.8M 11k 267.52
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $2.7M 12k 229.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.4M 54k 43.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.2M 4.1k 544.24
Ishares Tr National Mun Etf (MUB) 0.4 $2.2M 20k 106.55
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $2.1M 40k 52.01
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $2.0M 17k 119.32
Ishares Tr Glob Hlthcre Etf (IXJ) 0.4 $1.9M 21k 92.84
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.7M 14k 128.43
Ishares Tr Ishares Biotech (IBB) 0.3 $1.7M 13k 137.26
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.7M 9.4k 182.15
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.7M 13k 127.48
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.6M 33k 50.11
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.6M 15k 103.85
Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $1.6M 22k 70.29
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.5M 7.1k 215.01
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $1.5M 19k 78.78
Vanguard World Consum Dis Etf (VCR) 0.3 $1.5M 4.7k 312.36
Vanguard World Comm Srvc Etf (VOX) 0.3 $1.5M 11k 138.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.4M 29k 49.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.4M 3.4k 406.80
Wal-Mart Stores (WMT) 0.3 $1.4M 20k 67.71
UnitedHealth (UNH) 0.3 $1.3M 2.6k 509.26
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.2M 21k 58.64
Ishares Tr Cohen Steer Reit (ICF) 0.2 $1.2M 22k 57.29
Johnson & Johnson (JNJ) 0.2 $1.2M 8.3k 146.16
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.2M 2.2k 547.32
Southern Company (SO) 0.2 $1.1M 14k 77.57
Amgen (AMGN) 0.2 $1.0M 3.3k 312.47
Vanguard World Mega Grwth Ind (MGK) 0.2 $1.0M 3.2k 314.21
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $993k 9.5k 104.55
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $923k 18k 51.24
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $900k 41k 22.07
Caterpillar (CAT) 0.2 $856k 2.6k 333.11
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $839k 13k 66.77
Edwards Lifesciences (EW) 0.1 $752k 8.1k 92.36
Ishares Esg Awr Msci Em (ESGE) 0.1 $742k 22k 33.53
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $716k 6.7k 106.66
Philip Morris International (PM) 0.1 $709k 7.0k 101.33
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $684k 11k 62.91
Procter & Gamble Company (PG) 0.1 $665k 4.0k 164.92
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $615k 6.9k 88.48
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $614k 3.2k 194.87
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $574k 3.4k 170.76
Merck & Co (MRK) 0.1 $555k 4.5k 123.80
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $541k 6.7k 81.16
Arista Networks (ANET) 0.1 $526k 1.5k 350.48
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $507k 13k 39.34
Vanguard Index Fds Large Cap Etf (VV) 0.1 $491k 2.0k 249.62
Select Sector Spdr Tr Technology (XLK) 0.1 $475k 2.1k 226.23
Alphabet Cap Stk Cl C (GOOG) 0.1 $471k 2.6k 183.40
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $450k 13k 33.93
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $435k 5.9k 74.17
Vanguard World Utilities Etf (VPU) 0.1 $429k 2.9k 147.92
Duke Energy Corp Com New (DUK) 0.1 $417k 4.2k 100.23
Affirm Hldgs Com Cl A (AFRM) 0.1 $416k 14k 30.21
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $416k 1.7k 246.63
Vanguard World Financials Etf (VFH) 0.1 $415k 4.2k 99.88
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $393k 3.6k 110.35
Pepsi (PEP) 0.1 $385k 2.3k 164.93
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $376k 28k 13.32
Broadcom (AVGO) 0.1 $376k 234.00 1605.53
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $369k 3.9k 93.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $368k 3.6k 100.84
JPMorgan Chase & Co. (JPM) 0.1 $361k 1.8k 202.26
Asml Holding N V N Y Registry Shs (ASML) 0.1 $358k 350.00 1022.73
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $354k 3.2k 112.37
Ishares Tr Blackrock Ultra (ICSH) 0.1 $354k 7.0k 50.53
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $346k 7.1k 48.67
Exxon Mobil Corporation (XOM) 0.1 $345k 3.0k 115.12
Cisco Systems (CSCO) 0.1 $304k 6.4k 47.51
Honeywell International (HON) 0.1 $276k 1.3k 213.54
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $270k 1.9k 145.75
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $270k 2.9k 94.27
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $263k 5.5k 48.13
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $257k 6.7k 38.42
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $236k 2.4k 97.07
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $235k 6.6k 35.58
Lockheed Martin Corporation (LMT) 0.0 $234k 500.00 467.10
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $229k 9.0k 25.44
Palo Alto Networks (PANW) 0.0 $224k 660.00 339.01
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $222k 2.2k 102.30
Intuitive Surgical Com New (ISRG) 0.0 $217k 487.00 444.85
Medtronic SHS (MDT) 0.0 $214k 2.7k 78.71
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $213k 2.0k 106.95
Annaly Capital Management In Com New (NLY) 0.0 $198k 10k 19.06