White Lighthouse Investment Management

White Lighthouse Investment Management as of June 30, 2025

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 138 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 17.2 $106M 242k 438.40
Vanguard Whitehall Fds High Div Yld (VYM) 9.9 $61M 456k 133.31
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.3 $39M 564k 69.09
Ishares Tr Short Treas Bd (SHV) 5.2 $32M 288k 110.42
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.2 $26M 321k 79.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.7 $23M 309k 73.63
Vanguard World Inf Tech Etf (VGT) 3.6 $22M 34k 663.28
Vanguard Index Fds Value Etf (VTV) 3.4 $21M 120k 176.74
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $17M 208k 82.92
Ishares Tr Core Msci Total (IXUS) 2.4 $15M 190k 77.31
Ishares Gold Tr Ishares New (IAU) 2.1 $13M 210k 62.36
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $11M 52k 204.67
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $10M 25k 424.59
Ishares Tr Expnd Tec Sc Etf (IGM) 1.6 $10M 89k 112.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $9.7M 17k 568.04
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $8.9M 113k 78.70
Ishares Tr Select Divid Etf (DVY) 1.4 $8.9M 67k 132.81
Vanguard World Health Car Etf (VHT) 1.1 $6.9M 28k 248.34
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $6.7M 34k 195.01
Apple (AAPL) 1.0 $6.0M 29k 205.17
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.0 $6.0M 79k 75.90
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $5.9M 66k 89.06
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $5.8M 116k 50.27
Vanguard Index Fds Small Cp Etf (VB) 0.9 $5.8M 25k 236.98
Vanguard World Esg Intl Stk Etf (VSGX) 0.9 $5.3M 81k 65.50
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $5.1M 18k 279.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $5.0M 9.1k 551.61
Vanguard World Esg Us Stk Etf (ESGV) 0.8 $4.7M 43k 109.64
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $4.1M 70k 58.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $4.1M 14k 303.92
Ishares Tr Core Total Usd (IUSB) 0.7 $4.1M 88k 46.23
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $3.8M 49k 77.34
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $3.5M 12k 284.40
Vanguard World Utilities Etf (VPU) 0.6 $3.5M 20k 176.51
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $3.4M 127k 26.50
Microsoft Corporation (MSFT) 0.5 $3.4M 6.8k 497.39
Amazon (AMZN) 0.5 $3.2M 15k 219.39
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $3.1M 19k 164.46
Ishares Tr National Mun Etf (MUB) 0.4 $2.6M 25k 104.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.5M 4.0k 617.81
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $2.4M 18k 135.30
Astrazeneca Sponsored Adr (AZN) 0.4 $2.3M 33k 69.88
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $2.3M 85k 26.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.1M 4.3k 485.77
Spdr Gold Tr Gold Shs (GLD) 0.3 $2.0M 6.6k 304.83
Wal-Mart Stores (WMT) 0.3 $2.0M 21k 97.78
Philip Morris International (PM) 0.3 $1.9M 11k 182.13
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.8M 12k 150.40
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.8M 13k 133.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.7M 35k 49.46
Vanguard World Consum Dis Etf (VCR) 0.3 $1.7M 4.7k 362.30
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $1.7M 19k 89.22
Vanguard World Comm Srvc Etf (VOX) 0.3 $1.7M 9.9k 171.02
Ishares Tr Glob Hlthcre Etf (IXJ) 0.3 $1.7M 19k 86.09
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.5M 22k 67.22
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.5M 8.5k 176.22
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $1.5M 13k 116.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.5M 26k 57.01
Ishares Tr Ishares Biotech (IBB) 0.2 $1.4M 11k 126.51
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $1.4M 20k 69.54
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.4M 2.2k 620.78
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.3M 13k 106.34
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.3M 27k 49.03
Spdr Series Trust Bloomberg High Y (JNK) 0.2 $1.3M 13k 97.27
Ishares Tr Select Us Reit (ICF) 0.2 $1.2M 20k 61.16
British Amern Tob Sponsored Adr (BTI) 0.2 $1.1M 24k 47.33
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $1.1M 36k 31.54
Johnson & Johnson (JNJ) 0.2 $1.0M 6.8k 152.74
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $993k 19k 52.76
Caterpillar (CAT) 0.2 $987k 2.5k 388.22
Amgen (AMGN) 0.2 $955k 3.4k 279.22
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $921k 12k 77.50
Vanguard World Financials Etf (VFH) 0.1 $865k 6.8k 127.30
Procter & Gamble Company (PG) 0.1 $809k 5.1k 159.33
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $786k 7.2k 109.29
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $762k 12k 65.35
Southern Company (SO) 0.1 $754k 8.2k 91.83
Affirm Hldgs Com Cl A (AFRM) 0.1 $743k 11k 69.14
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $668k 7.1k 93.95
Ishares Esg Awr Msci Em (ESGE) 0.1 $663k 17k 39.17
Vanguard World Mega Grwth Ind (MGK) 0.1 $646k 1.8k 366.17
Marriott Intl Cl A (MAR) 0.1 $638k 2.3k 273.21
Edwards Lifesciences (EW) 0.1 $637k 8.1k 78.21
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $629k 12k 52.06
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $618k 15k 40.74
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $615k 3.4k 182.82
Broadcom (AVGO) 0.1 $608k 2.2k 275.69
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $592k 6.4k 92.62
UnitedHealth (UNH) 0.1 $589k 1.9k 311.97
Global X Ftse Greece 20 Etf Common 0.1 $579k 10k 58.04
JPMorgan Chase & Co. (JPM) 0.1 $554k 1.9k 289.95
Altria (MO) 0.1 $551k 9.4k 58.63
NVIDIA Corporation (NVDA) 0.1 $537k 3.4k 157.97
Vanguard Index Fds Large Cap Etf (VV) 0.1 $502k 1.8k 285.35
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $486k 2.0k 240.32
Select Sector Spdr Tr Technology (XLK) 0.1 $486k 1.9k 253.23
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $482k 5.9k 82.17
Alphabet Cap Stk Cl C (GOOG) 0.1 $468k 2.6k 177.37
Cisco Systems (CSCO) 0.1 $461k 6.6k 69.38
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $443k 15k 29.21
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $431k 1.8k 238.66
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $428k 8.6k 49.51
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $418k 3.0k 138.68
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $370k 3.4k 109.20
Ishares Tr Ultra Short Dur (ICSH) 0.1 $355k 7.0k 50.71
Merck & Co (MRK) 0.1 $351k 4.4k 79.16
Exxon Mobil Corporation (XOM) 0.1 $334k 3.1k 107.81
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $328k 4.1k 80.65
Annaly Capital Management In Com New (NLY) 0.1 $324k 17k 18.82
Home Depot (HD) 0.1 $312k 851.00 366.59
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $296k 3.2k 91.73
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $293k 6.9k 42.59
Costco Wholesale Corporation (COST) 0.0 $292k 295.00 990.55
Ishares Tr Esg Optimized (SUSA) 0.0 $291k 2.3k 126.75
Asml Holding N V N Y Registry Shs (ASML) 0.0 $286k 357.00 801.39
Netflix (NFLX) 0.0 $275k 205.00 1339.13
Oracle Corporation (ORCL) 0.0 $272k 1.2k 218.63
Palo Alto Networks (PANW) 0.0 $270k 1.3k 204.64
S&p Global (SPGI) 0.0 $266k 505.00 527.29
Lockheed Martin Corporation (LMT) 0.0 $266k 573.00 463.54
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $261k 2.7k 95.32
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $256k 20k 13.11
Medtronic SHS (MDT) 0.0 $252k 2.9k 87.17
Union Pacific Corporation (UNP) 0.0 $249k 1.1k 230.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $248k 11k 22.10
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $248k 2.5k 99.20
Intuitive Surgical Com New (ISRG) 0.0 $248k 456.00 543.41
Vanguard World Esg Us Corp Bd (VCEB) 0.0 $244k 3.8k 63.40
Chevron Corporation (CVX) 0.0 $238k 1.7k 143.22
Deere & Company (DE) 0.0 $236k 465.00 508.49
Pepsi (PEP) 0.0 $233k 1.8k 132.02
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $224k 807.00 277.06
Ishares Tr Msci Eafe Etf (EFA) 0.0 $222k 2.5k 89.39
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $211k 8.7k 24.38
Ishares Msci Gbl Gold Mn (RING) 0.0 $207k 4.7k 43.78
Ameriprise Financial (AMP) 0.0 $207k 388.00 533.73
Ishares Tr Core Msci Eafe (IEFA) 0.0 $202k 2.4k 83.48
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $194k 15k 13.04