White Lighthouse Investment Management

White Lighthouse Investment Management as of Sept. 30, 2025

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 139 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 17.4 $114M 238k 479.61
Vanguard Whitehall Fds High Div Yld (VYM) 9.9 $65M 463k 140.95
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.5 $43M 578k 73.46
Ishares Tr Short Treas Bd (SHV) 5.4 $36M 324k 110.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.3 $28M 353k 79.93
Vanguard World Inf Tech Etf (VGT) 3.8 $25M 34k 746.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.6 $24M 317k 74.37
Vanguard Index Fds Value Etf (VTV) 3.6 $24M 126k 186.49
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $17M 198k 84.11
Ishares Gold Tr Ishares New (IAU) 2.4 $16M 216k 72.77
Ishares Tr Core Msci Total (IXUS) 2.4 $16M 189k 82.58
Ishares Tr Expnd Tec Sc Etf (IGM) 2.0 $13M 103k 125.95
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $11M 51k 215.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $11M 18k 612.39
Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $11M 23k 468.42
Ishares Tr Select Divid Etf (DVY) 1.5 $9.6M 68k 142.10
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $9.0M 114k 78.91
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $7.3M 35k 208.71
Vanguard World Health Car Etf (VHT) 1.0 $6.8M 26k 259.60
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $6.3M 125k 50.63
Apple (AAPL) 0.9 $6.1M 24k 254.63
Vanguard Index Fds Small Cp Etf (VB) 0.9 $6.0M 24k 254.28
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $5.6M 61k 91.42
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.8 $5.4M 70k 77.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $5.4M 9.0k 600.34
Vanguard World Esg Intl Stk Etf (VSGX) 0.8 $5.3M 77k 69.37
Vanguard World Esg Us Stk Etf (ESGV) 0.8 $5.0M 42k 118.44
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $5.0M 17k 293.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $4.4M 13k 328.17
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $4.1M 70k 58.85
Ishares Tr Core Total Usd (IUSB) 0.6 $3.9M 84k 46.71
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $3.8M 48k 78.09
Microsoft Corporation (MSFT) 0.6 $3.7M 7.0k 517.95
Vanguard World Utilities Etf (VPU) 0.5 $3.5M 19k 189.41
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $3.5M 12k 293.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $3.4M 123k 27.30
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $3.2M 19k 174.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.7M 4.0k 666.13
Ishares Tr National Mun Etf (MUB) 0.4 $2.5M 24k 106.49
Amazon (AMZN) 0.4 $2.5M 12k 219.57
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $2.5M 17k 145.60
Astrazeneca Sponsored Adr (AZN) 0.4 $2.5M 33k 76.72
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.4M 6.7k 355.47
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $2.4M 87k 26.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.3M 4.5k 502.74
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.9M 7.7k 243.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.8M 34k 54.18
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.8M 13k 141.50
Vanguard World Consum Dis Etf (VCR) 0.3 $1.8M 4.6k 396.15
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $1.8M 20k 92.98
Philip Morris International (PM) 0.3 $1.7M 11k 162.20
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.7M 10k 164.53
Vanguard World Comm Srvc Etf (VOX) 0.3 $1.7M 8.9k 187.74
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $1.6M 13k 125.95
Ishares Tr Glob Hlthcre Etf (IXJ) 0.2 $1.6M 18k 88.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.6M 26k 59.92
Wal-Mart Stores (WMT) 0.2 $1.6M 15k 103.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.5M 22k 71.37
Ishares Tr Ishares Biotech (IBB) 0.2 $1.5M 10k 144.37
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.5M 2.2k 669.18
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $1.4M 37k 36.81
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.3M 13k 106.78
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $1.3M 19k 70.85
Spdr Series Trust Bloomberg High Y (JNK) 0.2 $1.3M 13k 97.99
Caterpillar (CAT) 0.2 $1.2M 2.5k 477.17
Johnson & Johnson (JNJ) 0.2 $1.2M 6.3k 185.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.1M 23k 50.07
Ishares Tr Select Us Reit (ICF) 0.2 $1.0M 17k 61.62
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $1.0M 10k 99.45
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $982k 12k 79.80
Amgen (AMGN) 0.1 $978k 3.5k 282.20
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $919k 17k 53.03
Vanguard World Financials Etf (VFH) 0.1 $896k 6.8k 131.24
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $892k 38k 23.56
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $847k 11k 76.40
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $826k 12k 66.90
Procter & Gamble Company (PG) 0.1 $811k 5.3k 153.66
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $799k 6.7k 118.83
NVIDIA Corporation (NVDA) 0.1 $780k 4.2k 186.56
Southern Company (SO) 0.1 $778k 8.2k 94.77
Ishares Esg Awr Msci Em (ESGE) 0.1 $740k 17k 43.42
Alphabet Cap Stk Cl C (GOOG) 0.1 $722k 3.0k 243.53
Vanguard World Mega Grwth Ind (MGK) 0.1 $710k 1.8k 402.42
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $695k 3.6k 194.50
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $668k 7.0k 95.19
British Amern Tob Sponsored Adr (BTI) 0.1 $651k 12k 53.08
UnitedHealth (UNH) 0.1 $649k 1.9k 345.30
Edwards Lifesciences (EW) 0.1 $649k 8.3k 77.77
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $623k 14k 44.10
Marriott Intl Cl A (MAR) 0.1 $608k 2.3k 260.44
Altria (MO) 0.1 $607k 9.2k 66.06
Select Sector Spdr Tr Technology (XLK) 0.1 $542k 1.9k 281.86
Vanguard Index Fds Large Cap Etf (VV) 0.1 $541k 1.8k 307.92
JPMorgan Chase & Co. (JPM) 0.1 $535k 1.7k 315.34
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $519k 2.0k 256.45
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $516k 5.9k 87.83
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $481k 15k 31.91
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $478k 9.7k 49.46
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $478k 1.8k 271.10
Cisco Systems (CSCO) 0.1 $461k 6.7k 68.42
Broadcom (AVGO) 0.1 $459k 1.4k 329.91
Affirm Hldgs Com Cl A (AFRM) 0.1 $426k 5.8k 73.08
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $408k 3.4k 120.50
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $387k 2.7k 142.41
Merck & Co (MRK) 0.1 $371k 4.4k 83.93
Annaly Capital Management In Com New (NLY) 0.1 $357k 18k 20.21
Ishares Tr Ultra Short Dur (ICSH) 0.1 $355k 7.0k 50.75
Exxon Mobil Corporation (XOM) 0.1 $348k 3.1k 112.77
Asml Holding N V N Y Registry Shs (ASML) 0.1 $346k 357.00 968.09
Oracle Corporation (ORCL) 0.1 $343k 1.2k 281.24
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $342k 4.2k 81.19
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $317k 7.0k 45.51
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $317k 21k 15.48
Ishares Tr Esg Optimized (SUSA) 0.0 $312k 2.3k 135.48
Home Depot (HD) 0.0 $307k 757.00 405.35
S&p Global (SPGI) 0.0 $298k 613.00 486.71
Ishares Msci Gbl Gold Mn (RING) 0.0 $296k 4.6k 64.71
Lockheed Martin Corporation (LMT) 0.0 $284k 570.00 498.98
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $281k 2.7k 104.51
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $280k 2.8k 100.25
Vanguard World Esg Us Corp Bd (VCEB) 0.0 $278k 4.3k 64.20
Costco Wholesale Corporation (COST) 0.0 $275k 297.00 926.28
Palo Alto Networks (PANW) 0.0 $275k 1.4k 203.62
Medtronic SHS (MDT) 0.0 $272k 2.9k 95.24
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $266k 2.9k 91.75
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $263k 882.00 297.77
Netflix (NFLX) 0.0 $261k 218.00 1198.92
Union Pacific Corporation (UNP) 0.0 $256k 1.1k 236.37
Chevron Corporation (CVX) 0.0 $255k 1.6k 155.28
Pepsi (PEP) 0.0 $240k 1.7k 140.47
Ishares Tr Msci Eafe Etf (EFA) 0.0 $222k 2.4k 93.37
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $216k 9.3k 23.28
Deere & Company (DE) 0.0 $213k 465.00 457.26
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $211k 2.5k 84.68
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $211k 1.6k 130.28
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $206k 3.7k 55.33
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $202k 8.3k 24.40
Intuitive Surgical Com New (ISRG) 0.0 $201k 450.00 447.23
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $181k 14k 13.43