White Lighthouse Investment Management

White Lighthouse Investment Management as of Sept. 30, 2024

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 131 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 16.2 $90M 235k 383.66
Vanguard Whitehall Fds High Div Yld (VYM) 9.9 $55M 430k 128.20
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.2 $35M 535k 64.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.5 $25M 317k 79.41
Ishares Tr Short Treas Bd (SHV) 4.1 $23M 206k 110.63
Vanguard World Inf Tech Etf (VGT) 4.0 $22M 38k 585.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.4 $19M 255k 75.07
Vanguard Index Fds Value Etf (VTV) 3.2 $18M 101k 173.90
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $17M 201k 83.75
Ishares Tr Core Msci Total (IXUS) 2.5 $14M 191k 72.63
Ishares Gold Tr Ishares New (IAU) 2.3 $13M 254k 49.70
Vanguard Specialized Funds Div App Etf (VIG) 2.0 $11M 56k 198.06
Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $9.9M 26k 375.38
Ishares Tr Select Divid Etf (DVY) 1.7 $9.3M 69k 135.07
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.6 $9.0M 115k 78.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $8.8M 17k 527.66
Vanguard World Health Car Etf (VHT) 1.4 $7.9M 28k 282.20
Ishares Tr Expnd Tec Sc Etf (IGM) 1.4 $7.6M 79k 95.94
Apple (AAPL) 1.3 $7.1M 31k 233.00
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.2 $6.8M 83k 81.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $6.5M 32k 200.57
Vanguard Index Fds Small Cp Etf (VB) 1.1 $5.9M 25k 237.21
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $5.3M 55k 97.38
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $5.1M 104k 49.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $5.0M 10k 488.09
Vanguard World Esg Intl Stk Etf (VSGX) 0.9 $4.8M 79k 61.51
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $4.3M 16k 263.83
Ishares Tr Core Total Usd (IUSB) 0.8 $4.3M 91k 47.12
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $4.1M 41k 101.63
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $3.9M 67k 59.02
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $3.8M 49k 78.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $3.6M 43k 84.53
Amazon (AMZN) 0.6 $3.2M 17k 186.33
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $3.2M 19k 167.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $3.1M 11k 283.17
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $2.9M 12k 243.47
Ishares Tr National Mun Etf (MUB) 0.5 $2.8M 26k 108.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.7M 56k 47.85
Microsoft Corporation (MSFT) 0.5 $2.7M 6.3k 430.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.3M 4.0k 573.82
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $2.3M 42k 53.63
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $2.1M 17k 126.18
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $2.0M 27k 75.17
Ishares Tr Glob Hlthcre Etf (IXJ) 0.4 $2.0M 20k 98.16
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.9M 14k 139.49
Ishares Tr Ishares Biotech (IBB) 0.3 $1.8M 13k 145.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.8M 35k 51.12
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.7M 7.1k 243.06
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.6M 15k 108.79
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $1.6M 19k 84.17
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.6M 12k 131.91
Wal-Mart Stores (WMT) 0.3 $1.6M 20k 80.75
Vanguard World Consum Dis Etf (VCR) 0.3 $1.6M 4.7k 340.46
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.6M 9.5k 165.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.6M 3.4k 460.26
UnitedHealth (UNH) 0.3 $1.5M 2.6k 584.68
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.5M 29k 52.81
Vanguard World Comm Srvc Etf (VOX) 0.3 $1.5M 10k 145.39
Philip Morris International (PM) 0.3 $1.5M 12k 121.40
Ishares Tr Cohen Steer Reit (ICF) 0.3 $1.4M 22k 65.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.4M 22k 63.00
Johnson & Johnson (JNJ) 0.2 $1.3M 8.3k 162.06
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.3M 13k 106.19
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.2M 2.1k 576.91
Amgen (AMGN) 0.2 $1.1M 3.3k 322.25
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $1.0M 41k 24.93
Caterpillar (CAT) 0.2 $1.0M 2.6k 391.13
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $949k 18k 52.66
Southern Company (SO) 0.2 $923k 10k 90.18
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $910k 13k 71.10
Vanguard World Mega Grwth Ind (MGK) 0.2 $902k 2.8k 321.95
British Amern Tob Sponsored Adr (BTI) 0.2 $873k 24k 36.58
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $794k 6.8k 116.96
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $786k 12k 66.37
Vanguard World Utilities Etf (VPU) 0.1 $754k 4.3k 174.07
Ishares Esg Awr Msci Em (ESGE) 0.1 $742k 20k 36.41
Procter & Gamble Company (PG) 0.1 $702k 4.1k 173.20
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $647k 6.6k 97.79
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $634k 6.8k 93.58
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $606k 3.4k 179.30
Vanguard Index Fds Large Cap Etf (VV) 0.1 $542k 2.1k 263.29
Edwards Lifesciences (EW) 0.1 $537k 8.1k 65.99
Select Sector Spdr Tr Technology (XLK) 0.1 $524k 2.3k 225.76
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $518k 12k 42.84
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $516k 13k 39.82
Merck & Co (MRK) 0.1 $509k 4.5k 113.56
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $486k 2.4k 202.76
Altria (MO) 0.1 $483k 9.5k 51.04
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $460k 5.9k 78.38
Vanguard World Financials Etf (VFH) 0.1 $453k 4.1k 109.91
Annaly Capital Management In Com New (NLY) 0.1 $450k 22k 20.07
Alphabet Cap Stk Cl C (GOOG) 0.1 $429k 2.6k 167.17
Affirm Hldgs Com Cl A (AFRM) 0.1 $420k 10k 40.82
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $402k 4.9k 82.63
Pepsi (PEP) 0.1 $397k 2.3k 170.05
Broadcom (AVGO) 0.1 $397k 2.3k 172.50
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $395k 3.4k 117.29
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $389k 1.7k 230.59
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $382k 26k 14.69
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $380k 3.6k 104.18
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $379k 3.2k 120.30
JPMorgan Chase & Co. (JPM) 0.1 $379k 1.8k 210.86
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $358k 3.9k 91.81
Ishares Tr Blackrock Ultra (ICSH) 0.1 $355k 7.0k 50.74
Exxon Mobil Corporation (XOM) 0.1 $352k 3.0k 117.22
Cisco Systems (CSCO) 0.1 $341k 6.4k 53.22
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $332k 6.6k 50.28
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $332k 3.4k 96.52
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $325k 3.2k 101.27
Lockheed Martin Corporation (LMT) 0.1 $292k 500.00 584.56
Asml Holding N V N Y Registry Shs (ASML) 0.1 $292k 350.00 833.25
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.1 $291k 5.2k 55.76
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $285k 1.9k 154.02
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $279k 6.8k 41.12
Costco Wholesale Corporation (COST) 0.0 $278k 314.00 886.52
Honeywell International (HON) 0.0 $256k 1.2k 206.71
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $255k 6.6k 38.53
Mondelez Intl Cl A (MDLZ) 0.0 $253k 3.4k 73.67
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $252k 5.1k 48.98
Medtronic SHS (MDT) 0.0 $245k 2.7k 90.03
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $239k 3.0k 80.30
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $235k 2.2k 107.65
Palo Alto Networks (PANW) 0.0 $226k 660.00 341.80
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $225k 2.0k 112.94
Chevron Corporation (CVX) 0.0 $223k 1.5k 147.27
Intuitive Surgical Com New (ISRG) 0.0 $220k 447.00 491.27
Arista Networks 0.0 $211k 550.00 383.82
Vanguard World Esg Us Corp Bd (VCEB) 0.0 $207k 3.2k 64.88
Ishares Tr Core Msci Eafe (IEFA) 0.0 $205k 2.6k 78.05
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $203k 760.00 267.45
Amarin Corp Spons Adr New 0.0 $23k 37k 0.63