White Lighthouse Investment Management

White Lighthouse Investment Management as of Dec. 31, 2024

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 133 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 16.9 $96M 235k 410.44
Vanguard Whitehall Fds High Div Yld (VYM) 9.8 $56M 435k 127.59
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.8 $33M 565k 58.93
Ishares Tr Short Treas Bd (SHV) 4.9 $28M 255k 110.11
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.4 $25M 319k 78.01
Vanguard World Inf Tech Etf (VGT) 4.0 $23M 37k 621.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.6 $20M 282k 71.91
Vanguard Index Fds Value Etf (VTV) 3.1 $18M 104k 169.30
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $17M 210k 80.27
Ishares Tr Core Msci Total (IXUS) 2.3 $13M 196k 66.14
Ishares Gold Tr Ishares New (IAU) 2.2 $12M 248k 49.51
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $11M 54k 195.83
Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $10M 25k 401.58
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.6 $9.2M 120k 77.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $8.9M 17k 538.82
Ishares Tr Select Divid Etf (DVY) 1.5 $8.7M 66k 131.29
Ishares Tr Expnd Tec Sc Etf (IGM) 1.4 $8.0M 79k 102.09
Apple (AAPL) 1.4 $7.8M 31k 250.42
Vanguard World Health Car Etf (VHT) 1.2 $7.0M 28k 253.69
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $6.5M 33k 198.18
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.1 $6.3M 84k 74.78
Vanguard Index Fds Small Cp Etf (VB) 1.1 $6.0M 25k 240.28
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $5.5M 115k 48.42
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $5.1M 57k 89.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $5.0M 9.7k 511.22
Vanguard World Esg Intl Stk Etf (VSGX) 0.8 $4.7M 82k 56.70
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $4.5M 17k 264.13
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $4.3M 74k 58.18
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $4.2M 41k 104.89
Ishares Tr Core Total Usd (IUSB) 0.7 $4.2M 92k 45.20
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $3.9M 52k 74.73
Amazon (AMZN) 0.6 $3.6M 16k 219.39
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $3.6M 130k 27.32
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $3.2M 13k 253.75
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $3.1M 19k 161.77
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $3.0M 11k 289.80
Ishares Tr National Mun Etf (MUB) 0.5 $2.9M 27k 106.55
Microsoft Corporation (MSFT) 0.5 $2.6M 6.3k 421.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.4M 55k 44.04
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $2.4M 92k 25.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.3M 3.9k 586.11
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $2.2M 17k 128.82
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.8M 9.7k 189.30
Wal-Mart Stores (WMT) 0.3 $1.8M 20k 90.35
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.8M 14k 135.37
Vanguard World Consum Dis Etf (VCR) 0.3 $1.8M 4.8k 375.39
Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $1.8M 26k 68.43
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.8M 36k 50.13
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.7M 7.1k 242.13
Ishares Tr Glob Hlthcre Etf (IXJ) 0.3 $1.7M 20k 85.97
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.6M 15k 110.25
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.6M 12k 139.35
Ishares Tr Ishares Biotech (IBB) 0.3 $1.6M 12k 132.21
Vanguard World Comm Srvc Etf (VOX) 0.3 $1.6M 10k 154.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.5M 3.4k 453.28
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $1.5M 20k 76.14
Philip Morris International (PM) 0.3 $1.4M 12k 120.35
Marriott Intl Cl A (MAR) 0.2 $1.3M 4.7k 278.94
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.3M 13k 105.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.3M 27k 47.82
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.3M 2.2k 588.77
UnitedHealth (UNH) 0.2 $1.3M 2.5k 505.86
Ishares Tr Cohen Steer Reit (ICF) 0.2 $1.2M 21k 60.26
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.2M 21k 57.41
Johnson & Johnson (JNJ) 0.2 $1.2M 8.4k 144.62
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $983k 39k 25.05
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $973k 19k 51.70
Caterpillar (CAT) 0.2 $925k 2.6k 362.77
Amgen (AMGN) 0.2 $869k 3.3k 260.62
British Amern Tob Sponsored Adr (BTI) 0.2 $866k 24k 36.32
Southern Company (SO) 0.1 $842k 10k 82.32
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $778k 12k 63.47
Vanguard World Utilities Etf (VPU) 0.1 $758k 4.6k 163.42
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $754k 6.5k 115.22
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $750k 12k 63.15
Procter & Gamble Company (PG) 0.1 $679k 4.1k 167.65
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $644k 6.7k 95.47
Vanguard World Mega Grwth Ind (MGK) 0.1 $639k 1.9k 343.41
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $627k 10k 61.99
Ishares Esg Awr Msci Em (ESGE) 0.1 $624k 19k 33.39
Edwards Lifesciences (EW) 0.1 $603k 8.1k 74.03
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $597k 3.4k 178.08
Tesla Motors (TSLA) 0.1 $572k 1.4k 403.84
Vanguard World Financials Etf (VFH) 0.1 $568k 4.8k 118.07
Merck & Co (MRK) 0.1 $561k 5.6k 99.48
Broadcom (AVGO) 0.1 $547k 2.4k 231.84
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $537k 6.0k 89.04
Vanguard Index Fds Large Cap Etf (VV) 0.1 $527k 2.0k 269.70
Affirm Hldgs Com Cl A (AFRM) 0.1 $514k 8.4k 60.90
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $502k 12k 41.88
Altria (MO) 0.1 $495k 9.5k 52.29
Select Sector Spdr Tr Technology (XLK) 0.1 $493k 2.1k 232.52
Alphabet Cap Stk Cl C (GOOG) 0.1 $489k 2.6k 190.42
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $445k 2.2k 206.92
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $438k 13k 33.91
JPMorgan Chase & Co. (JPM) 0.1 $437k 1.8k 239.71
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $427k 3.4k 126.75
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $417k 5.9k 71.03
Annaly Capital Management In Com New (NLY) 0.1 $411k 22k 18.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $408k 15k 27.87
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $394k 4.6k 85.84
Cisco Systems (CSCO) 0.1 $383k 6.5k 59.20
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $368k 4.0k 91.43
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $366k 3.0k 121.59
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $361k 1.7k 215.49
Pepsi (PEP) 0.1 $358k 2.4k 152.06
Ishares Tr Ultra Short-term (ICSH) 0.1 $353k 7.0k 50.43
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $350k 3.4k 103.30
NVIDIA Corporation (NVDA) 0.1 $325k 2.4k 134.29
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $323k 6.6k 49.05
Exxon Mobil Corporation (XOM) 0.1 $323k 3.0k 107.57
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $320k 4.1k 78.65
Costco Wholesale Corporation (COST) 0.1 $288k 314.00 916.27
Honeywell International (HON) 0.0 $280k 1.2k 225.89
S&p Global (SPGI) 0.0 $276k 555.00 498.03
Home Depot (HD) 0.0 $272k 699.00 388.99
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $247k 2.5k 96.90
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $245k 13k 18.50
Arista Networks Common 0.0 $243k 2.2k 110.53
Lockheed Martin Corporation (LMT) 0.0 $243k 500.00 485.94
Asml Holding N V N Y Registry Shs (ASML) 0.0 $243k 350.00 693.08
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $241k 2.7k 87.90
Palo Alto Networks (PANW) 0.0 $240k 1.3k 181.96
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $235k 6.8k 34.33
Intuitive Surgical Com New (ISRG) 0.0 $233k 447.00 521.96
Chevron Corporation (CVX) 0.0 $232k 1.6k 144.84
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $231k 20k 11.38
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $229k 2.0k 115.18
Medtronic SHS (MDT) 0.0 $220k 2.8k 79.88
Ameriprise Financial (AMP) 0.0 $213k 400.00 532.43
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $209k 8.7k 24.06
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $207k 2.1k 96.83
Mondelez Intl Cl A (MDLZ) 0.0 $205k 3.4k 59.73