White Lighthouse Investment Management

White Lighthouse Investment Management as of Dec. 31, 2025

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 150 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 16.4 $117M 240k 487.86
Vanguard Whitehall Fds High Div Yld (VYM) 9.5 $68M 472k 143.52
Ishares Tr Trust Ishare 0-1 (SHV) 7.3 $52M 472k 110.15
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.2 $45M 594k 75.44
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.1 $29M 366k 79.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.8 $28M 371k 74.07
Vanguard Index Fds Value Etf (VTV) 3.5 $25M 131k 190.99
Vanguard World Inf Tech Etf (VGT) 3.4 $25M 33k 753.77
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $17M 201k 83.75
Ishares Gold Tr Ishares New (IAU) 2.3 $17M 207k 81.17
Ishares Tr Core Msci Total (IXUS) 2.2 $16M 188k 84.64
Ishares Tr Expnd Tec Sc Etf (IGM) 2.1 $15M 114k 129.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $12M 19k 627.14
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $12M 53k 219.78
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $11M 23k 473.29
Ishares Tr Select Divid Etf (DVY) 1.4 $9.9M 70k 141.14
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $9.3M 118k 78.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $7.6M 36k 211.79
Spdr Series Trust State Street Spd (BIL) 1.0 $7.3M 79k 91.38
Vanguard World Health Car Etf (VHT) 1.0 $7.0M 25k 287.85
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $6.5M 132k 49.46
Apple (AAPL) 0.9 $6.4M 24k 271.86
Vanguard Index Fds Small Cp Etf (VB) 0.9 $6.3M 25k 257.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $5.7M 9.3k 614.29
Vanguard World Esg Intl Stk Etf (VSGX) 0.8 $5.5M 77k 71.62
Vanguard World Esg Us Stk Etf (ESGV) 0.8 $5.5M 45k 120.96
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $5.3M 60k 88.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $5.1M 188k 27.43
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $4.9M 17k 290.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $4.5M 13k 335.27
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $4.4M 74k 58.73
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.6 $4.3M 57k 75.85
Microsoft Corporation (MSFT) 0.6 $4.3M 8.8k 483.63
Ishares Tr Core Univrsl Usd (IUSB) 0.6 $4.0M 85k 46.54
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $3.9M 50k 77.88
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $3.5M 13k 279.15
Vanguard World Utilities Etf (VPU) 0.5 $3.5M 19k 185.04
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $3.3M 19k 177.37
Alphabet Cap Stk Cl A (GOOGL) 0.4 $3.2M 10k 313.01
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.8M 7.1k 396.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.8M 4.1k 681.96
Astrazeneca Sponsored Adr 0.4 $2.8M 30k 91.93
Amazon (AMZN) 0.4 $2.7M 12k 230.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.7M 51k 53.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.6M 5.2k 502.65
Ishares Tr National Mun Etf (MUB) 0.4 $2.6M 24k 107.11
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $2.6M 17k 148.98
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $2.5M 94k 26.49
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $2.1M 13k 167.94
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $2.0M 24k 83.61
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $1.9M 13k 143.97
Philip Morris International (PM) 0.3 $1.8M 11k 160.40
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.8M 13k 141.16
Vanguard World Consum Dis Etf (VCR) 0.2 $1.7M 4.4k 393.94
Vanguard World Comm Srvc Etf (VOX) 0.2 $1.7M 8.9k 193.63
Wal-Mart Stores (WMT) 0.2 $1.7M 15k 111.41
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $1.7M 18k 95.09
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $1.6M 13k 128.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.6M 26k 62.47
Ishares Tr Glob Hlthcre Etf (IXJ) 0.2 $1.6M 16k 97.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.6M 21k 73.56
Ishares Tr Ishares Biotech (IBB) 0.2 $1.6M 9.3k 168.77
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.5M 2.2k 684.82
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $1.4M 35k 41.08
Caterpillar (CAT) 0.2 $1.4M 2.5k 572.89
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.3M 13k 106.70
Spdr Series Trust State Street Spd (JNK) 0.2 $1.3M 14k 97.21
Johnson & Johnson (JNJ) 0.2 $1.3M 6.3k 206.95
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.3M 4.1k 313.84
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $1.3M 19k 67.43
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.2M 24k 50.29
JPMorgan Chase & Co. (JPM) 0.2 $1.2M 3.7k 322.22
Amgen (AMGN) 0.2 $1.2M 3.6k 327.33
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $1.0M 11k 97.80
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.0M 44k 23.38
Ishares Tr Select Us Reit (ICF) 0.1 $957k 16k 59.67
Vanguard World Financials Etf (VFH) 0.1 $936k 7.0k 133.49
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $930k 18k 52.88
NVIDIA Corporation (NVDA) 0.1 $898k 4.8k 186.51
Southern Company (SO) 0.1 $853k 9.8k 87.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $838k 4.2k 198.62
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $819k 9.5k 85.77
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $814k 6.8k 120.18
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $777k 2.6k 301.14
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $765k 7.9k 96.28
Procter & Gamble Company (PG) 0.1 $760k 5.3k 143.30
Ishares Esg Awr Msci Em (ESGE) 0.1 $729k 17k 44.17
Vanguard World Mega Grwth Ind (MGK) 0.1 $728k 1.8k 412.77
Marriott Intl Cl A (MAR) 0.1 $724k 2.3k 310.24
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $712k 16k 44.65
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $658k 9.5k 69.52
Global X Ftse Greece 20 Etf Common 0.1 $657k 10k 65.91
Edwards Lifesciences (EW) 0.1 $606k 7.1k 85.26
UnitedHealth (UNH) 0.1 $600k 1.8k 330.15
Broadcom (AVGO) 0.1 $590k 1.7k 346.16
Annaly Capital Management In Com New (NLY) 0.1 $583k 26k 22.36
Vanguard Index Fds Large Cap Etf (VV) 0.1 $561k 1.8k 314.89
Altria (MO) 0.1 $530k 9.2k 57.66
Affirm Hldgs Com Cl A (AFRM) 0.1 $529k 7.1k 74.43
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $523k 5.8k 90.39
Merck & Co (MRK) 0.1 $516k 4.9k 105.26
Cisco Systems (CSCO) 0.1 $509k 6.6k 77.03
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $508k 6.3k 80.63
British Amern Tob Sponsored Adr (BTI) 0.1 $505k 8.9k 56.62
Ishares Tr Msci Eafe Etf (EFA) 0.1 $500k 5.2k 96.03
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $486k 10k 48.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $479k 15k 32.62
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $474k 3.5k 136.94
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $409k 1.6k 250.31
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $395k 2.6k 154.80
Asml Holding N V N Y Registry Shs (ASML) 0.1 $391k 365.00 1069.86
Exxon Mobil Corporation (XOM) 0.1 $384k 3.2k 120.33
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $382k 14k 26.68
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $379k 3.1k 121.75
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $374k 23k 16.43
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $362k 1.2k 303.91
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $361k 5.7k 63.64
Ishares Tr Ultra Short Dur (ICSH) 0.0 $354k 7.0k 50.58
Home Depot (HD) 0.0 $349k 1.0k 343.96
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $329k 7.2k 45.53
Ishares Tr Esg Optimized (SUSA) 0.0 $321k 2.3k 139.35
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $321k 3.2k 99.88
S&p Global (SPGI) 0.0 $320k 613.00 522.59
Medtronic SHS (MDT) 0.0 $303k 3.2k 96.07
Spdr Series Trust State Street Spd (SPYG) 0.0 $284k 2.7k 106.70
Union Pacific Corporation (UNP) 0.0 $273k 1.2k 231.32
Lockheed Martin Corporation (LMT) 0.0 $273k 564.00 483.74
Pepsi (PEP) 0.0 $270k 1.9k 143.50
Intuitive Surgical Com New (ISRG) 0.0 $268k 473.00 566.36
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $264k 4.8k 54.77
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $262k 866.00 301.97
Chevron Corporation (CVX) 0.0 $255k 1.7k 152.41
Costco Wholesale Corporation (COST) 0.0 $249k 289.00 863.13
Palo Alto Networks (PANW) 0.0 $249k 1.4k 184.20
Select Sector Spdr Tr State Street Com (XLC) 0.0 $247k 2.1k 117.72
Ishares Core Msci Emkt (IEMG) 0.0 $237k 3.5k 67.22
Visa Com Cl A (V) 0.0 $230k 656.00 350.76
Oracle Corporation (ORCL) 0.0 $224k 1.2k 194.91
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.0 $221k 2.6k 84.29
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $220k 2.4k 89.99
Spdr Series Trust State Street Spd (SHE) 0.0 $219k 1.7k 132.03
Deere & Company (DE) 0.0 $217k 465.00 465.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $216k 9.0k 24.04
Spdr Series Trust State Street Spd (SPYV) 0.0 $214k 3.8k 56.81
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $211k 1.6k 132.37
Ishares Msci Gbl Gold Mn (RING) 0.0 $207k 2.8k 73.64
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $206k 4.5k 45.89
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $201k 8.3k 24.37
Qualcomm (QCOM) 0.0 $200k 1.2k 170.99
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $179k 14k 13.25