White Lighthouse Investment Management

White Lighthouse Investment Management as of March 31, 2025

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 133 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 15.5 $87M 233k 370.82
Vanguard Whitehall Fds High Div Yld (VYM) 10.2 $57M 442k 128.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.4 $36M 579k 62.10
Ishares Tr Short Treas Bd (SHV) 5.7 $32M 287k 110.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.5 $25M 317k 78.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $22M 299k 73.45
Vanguard Index Fds Value Etf (VTV) 3.4 $19M 112k 172.74
Vanguard World Inf Tech Etf (VGT) 3.3 $19M 34k 542.39
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $17M 208k 81.76
Ishares Gold Tr Ishares New (IAU) 2.5 $14M 237k 58.96
Ishares Tr Core Msci Total (IXUS) 2.4 $14M 193k 69.81
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $9.9M 51k 193.99
Ishares Tr Select Divid Etf (DVY) 1.5 $8.6M 64k 134.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $8.6M 17k 513.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $8.6M 109k 78.28
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $8.4M 23k 361.09
Vanguard World Health Car Etf (VHT) 1.3 $7.4M 28k 264.73
Ishares Tr Expnd Tec Sc Etf (IGM) 1.3 $7.3M 80k 90.67
Apple (AAPL) 1.2 $6.6M 30k 222.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $6.4M 34k 186.29
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.1 $6.0M 79k 75.91
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $5.6M 113k 49.90
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $5.5M 61k 90.54
Vanguard Index Fds Small Cp Etf (VB) 1.0 $5.4M 24k 221.75
Vanguard World Esg Intl Stk Etf (VSGX) 0.9 $4.9M 83k 58.98
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $4.5M 18k 258.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $4.3M 9.3k 468.91
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $4.1M 71k 58.69
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $4.1M 42k 97.95
Ishares Tr Core Total Usd (IUSB) 0.7 $4.1M 89k 46.08
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $3.8M 49k 76.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.7M 13k 274.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $3.6M 129k 27.96
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $3.0M 19k 160.54
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $2.9M 12k 244.65
Amazon (AMZN) 0.5 $2.7M 14k 190.26
Ishares Tr National Mun Etf (MUB) 0.5 $2.6M 25k 105.44
Microsoft Corporation (MSFT) 0.4 $2.4M 6.5k 375.37
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $2.4M 88k 26.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.2M 4.0k 559.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.2M 4.1k 532.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.1M 45k 45.26
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $2.0M 17k 121.91
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.0M 6.8k 288.14
Wal-Mart Stores (WMT) 0.3 $1.8M 21k 87.79
Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $1.8M 25k 70.42
Ishares Tr Glob Hlthcre Etf (IXJ) 0.3 $1.8M 19k 91.20
Philip Morris International (PM) 0.3 $1.7M 11k 158.73
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.6M 13k 124.50
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $1.6M 19k 81.69
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $1.6M 15k 102.41
Vanguard World Consum Dis Etf (VCR) 0.3 $1.6M 4.8k 325.54
Vanguard World Comm Srvc Etf (VOX) 0.3 $1.5M 10k 148.39
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.5M 12k 127.08
Ishares Tr Ishares Biotech (IBB) 0.3 $1.4M 11k 127.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.3M 26k 50.83
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.3M 13k 105.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.3M 26k 49.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.3M 21k 60.66
Vanguard World Utilities Etf (VPU) 0.2 $1.3M 7.4k 170.81
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.2M 8.0k 154.64
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $1.2M 13k 95.30
Ishares Tr Cohen Steer Reit (ICF) 0.2 $1.2M 20k 61.53
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.2M 2.1k 561.79
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $1.2M 39k 29.82
Johnson & Johnson (JNJ) 0.2 $1.1M 6.9k 165.84
Amgen (AMGN) 0.2 $1.1M 3.4k 311.54
UnitedHealth (UNH) 0.2 $1.1M 2.0k 523.77
Caterpillar (CAT) 0.2 $1.0M 3.0k 329.81
British Amern Tob Sponsored Adr (BTI) 0.2 $987k 24k 41.37
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $986k 19k 52.37
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $900k 13k 70.21
Procter & Gamble Company (PG) 0.2 $870k 5.1k 170.43
Marriott Intl Cl A (MAR) 0.1 $794k 3.3k 238.20
Vanguard World Financials Etf (VFH) 0.1 $755k 6.3k 119.47
Southern Company (SO) 0.1 $750k 8.2k 91.95
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $750k 6.4k 117.87
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $746k 12k 64.20
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $656k 10k 62.92
Ishares Esg Awr Msci Em (ESGE) 0.1 $636k 18k 34.95
Edwards Lifesciences (EW) 0.1 $590k 8.1k 72.48
Vanguard World Mega Grwth Ind (MGK) 0.1 $575k 1.9k 308.88
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $566k 3.3k 170.89
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $565k 12k 45.97
Altria (MO) 0.1 $564k 9.4k 60.02
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $559k 6.2k 90.59
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $549k 14k 38.34
Vanguard Index Fds Large Cap Etf (VV) 0.1 $507k 2.0k 259.36
JPMorgan Chase & Co. (JPM) 0.1 $481k 2.0k 245.27
Annaly Capital Management In Com New (NLY) 0.1 $456k 22k 20.31
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $443k 5.7k 78.28
Affirm Hldgs Com Cl A (AFRM) 0.1 $431k 9.5k 45.19
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $425k 5.9k 72.45
Alphabet Cap Stk Cl C (GOOG) 0.1 $417k 2.7k 156.21
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $409k 2.0k 202.13
Cisco Systems (CSCO) 0.1 $397k 6.4k 61.71
Merck & Co (MRK) 0.1 $393k 4.4k 89.76
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $367k 15k 25.04
Exxon Mobil Corporation (XOM) 0.1 $361k 3.0k 118.93
Ishares Tr Ultra Short-term (ICSH) 0.1 $355k 7.0k 50.70
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $355k 3.0k 117.49
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $346k 3.0k 114.87
Select Sector Spdr Tr Technology (XLK) 0.1 $341k 1.7k 206.48
Broadcom (AVGO) 0.1 $339k 2.0k 167.46
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $339k 1.8k 188.22
NVIDIA Corporation (NVDA) 0.1 $338k 3.1k 108.39
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $335k 4.3k 78.89
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $329k 6.7k 48.82
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $314k 3.4k 92.79
Global X Ftse Greece 20 Etf Common 0.1 $312k 6.7k 46.97
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $311k 3.4k 91.73
Home Depot (HD) 0.1 $300k 818.00 366.28
Biogen Idec (BIIB) 0.1 $291k 2.1k 136.84
S&p Global (SPGI) 0.1 $282k 555.00 508.10
Costco Wholesale Corporation (COST) 0.1 $280k 296.00 946.29
Honeywell International (HON) 0.0 $279k 1.3k 211.71
Chevron Corporation (CVX) 0.0 $270k 1.6k 167.30
Pepsi (PEP) 0.0 $263k 1.8k 149.94
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $261k 7.3k 35.88
Medtronic SHS (MDT) 0.0 $256k 2.8k 89.86
Union Pacific Corporation (UNP) 0.0 $256k 1.1k 236.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $255k 13k 19.78
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $252k 2.5k 98.92
Lockheed Martin Corporation (LMT) 0.0 $240k 537.00 446.98
Asml Holding N V N Y Registry Shs (ASML) 0.0 $237k 357.00 662.63
Intuitive Surgical Com New (ISRG) 0.0 $226k 456.00 495.27
Palo Alto Networks (PANW) 0.0 $225k 1.3k 170.64
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $220k 2.7k 80.37
Deere & Company (DE) 0.0 $218k 465.00 469.35
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $214k 2.1k 100.00
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $211k 8.7k 24.34
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $174k 13k 13.63
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $173k 15k 11.42