White Lighthouse Investment Management

White Lighthouse Investment Management as of March 31, 2026

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 145 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 15.0 $108M 248k 436.79
Ishares Tr Trust Ishare 0-1 (SHV) 8.0 $57M 520k 110.39
Vanguard Whitehall Fds High Div Yld (VYM) 7.9 $57M 383k 148.10
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.9 $50M 644k 77.11
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.2 $30M 384k 79.27
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $28M 383k 73.64
Vanguard Index Fds Value Etf (VTV) 3.6 $26M 131k 196.20
Vanguard World Inf Tech Etf (VGT) 3.1 $23M 32k 697.73
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.9 $21M 685k 30.68
Ishares Gold Tr Ishares New (IAU) 2.4 $17M 194k 88.16
Ishares Tr Core Msci Total (IXUS) 2.2 $16M 186k 86.64
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.2 $16M 192k 82.75
Ishares Tr Expnd Tec Sc Etf (IGM) 2.0 $15M 123k 118.51
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $11M 52k 215.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $11M 19k 597.54
Ishares Tr Select Divid Etf (DVY) 1.5 $11M 71k 151.41
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $9.6M 23k 426.40
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $9.4M 120k 78.41
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.2 $8.5M 170k 49.95
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $8.0M 37k 217.25
Spdr Series Trust State Street Spd (BIL) 1.0 $7.1M 78k 91.64
Vanguard Index Fds Small Cp Etf (VB) 1.0 $7.1M 27k 261.92
Vanguard World Health Car Etf (VHT) 0.9 $6.7M 25k 272.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $5.6M 9.7k 577.16
Apple (AAPL) 0.8 $5.6M 22k 253.79
Vanguard World Esg Intl Stk Etf (VSGX) 0.8 $5.6M 78k 71.73
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $5.3M 59k 88.70
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $5.2M 47k 112.27
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $5.1M 18k 287.18
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $4.6M 79k 58.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $4.4M 14k 320.82
Ishares Tr Core Univrsl Usd (IUSB) 0.5 $3.9M 85k 46.19
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $3.8M 49k 77.18
Vanguard World Utilities Etf (VPU) 0.5 $3.7M 19k 198.14
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.5M 12k 286.85
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $3.5M 19k 184.28
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $3.4M 13k 257.35
Microsoft Corporation (MSFT) 0.5 $3.3M 8.9k 370.18
Astrazeneca Plc F Common 0.4 $3.0M 15k 197.22
Spdr Gold Tr Gold Shs (GLD) 0.4 $3.0M 6.9k 430.29
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $2.8M 4.3k 650.29
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.8M 9.6k 287.56
Ishares Tr National Mun Etf (MUB) 0.4 $2.7M 25k 106.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.6M 49k 54.05
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $2.6M 97k 26.61
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $2.4M 17k 141.42
Amazon (AMZN) 0.3 $2.3M 11k 208.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.1M 4.3k 479.20
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $2.0M 24k 82.43
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.9M 12k 155.12
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.9M 13k 144.71
Philip Morris International (PM) 0.3 $1.8M 11k 165.34
Wal-Mart Stores (WMT) 0.2 $1.7M 14k 124.28
Caterpillar (CAT) 0.2 $1.7M 2.4k 708.49
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $1.7M 18k 95.62
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $1.6M 22k 74.72
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.6M 21k 75.10
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $1.6M 13k 121.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.6M 25k 64.08
Ishares Tr Ishares Biotech (IBB) 0.2 $1.6M 9.3k 168.85
Vanguard World Comm Srvc Etf (VOX) 0.2 $1.6M 8.7k 179.84
Vanguard World Consum Dis Etf (VCR) 0.2 $1.6M 4.3k 358.99
Johnson & Johnson (JNJ) 0.2 $1.5M 6.3k 244.44
Ishares Tr Glob Hlthcre Etf (IXJ) 0.2 $1.5M 16k 93.54
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.4M 2.2k 653.10
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $1.4M 11k 132.90
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $1.4M 31k 44.62
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.3M 13k 106.50
Spdr Series Trust State Street Spd (JNK) 0.2 $1.3M 14k 95.72
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $1.3M 19k 65.69
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $1.2M 13k 93.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.2M 24k 49.89
Amgen (AMGN) 0.2 $1.2M 3.3k 351.83
Eli Lilly & Co. (LLY) 0.1 $1.1M 1.2k 919.79
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.0M 13k 79.56
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.0M 45k 23.14
Ishares Tr Select Us Reit (ICF) 0.1 $956k 15k 61.89
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $933k 18k 52.56
Southern Company (SO) 0.1 $927k 9.6k 96.52
NVIDIA Corporation (NVDA) 0.1 $911k 5.2k 174.41
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $890k 9.8k 90.94
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $864k 7.0k 124.31
Vanguard World Financials Etf (VFH) 0.1 $862k 7.1k 120.81
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $858k 4.5k 191.81
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $839k 2.6k 328.66
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $833k 9.1k 91.77
JPMorgan Chase & Co. (JPM) 0.1 $796k 2.7k 294.12
Procter & Gamble Company (PG) 0.1 $770k 5.3k 144.45
Marriott Intl Cl A (MAR) 0.1 $764k 2.3k 327.07
Ishares Esg Awr Msci Em (ESGE) 0.1 $726k 16k 45.47
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $721k 16k 45.06
Vanguard World Mega Grwth Ind (MGK) 0.1 $648k 1.8k 367.44
Global X Ftse Greece 20 Etf Common 0.1 $637k 10k 63.87
Altria (MO) 0.1 $607k 9.2k 65.99
Ishares Tr Msci Eafe Etf (EFA) 0.1 $588k 6.1k 97.13
Edwards Lifesciences (EW) 0.1 $569k 7.1k 80.09
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $566k 5.8k 97.72
Annaly Capital Management In Com New (NLY) 0.1 $565k 27k 21.15
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $562k 19k 29.13
Exxon Mobil Corporation (XOM) 0.1 $555k 3.3k 169.65
Vanguard Index Fds Large Cap Etf (VV) 0.1 $533k 1.8k 298.78
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $531k 11k 48.05
British Amern Tob Sponsored Adr (BTI) 0.1 $531k 9.1k 58.47
Cisco Systems (CSCO) 0.1 $518k 6.7k 77.59
Merck & Co (MRK) 0.1 $510k 4.2k 120.29
Broadcom (AVGO) 0.1 $500k 1.6k 309.45
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $483k 366.00 1320.83
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $457k 4.6k 99.27
UnitedHealth (UNH) 0.1 $456k 1.7k 270.63
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $422k 23k 18.29
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $395k 6.3k 62.83
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $392k 1.6k 239.99
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $375k 2.6k 146.62
Affirm Hldgs Com Cl A (AFRM) 0.1 $370k 8.1k 45.82
Ishares Tr Ultra Short Dur (ICSH) 0.0 $354k 7.0k 50.62
Lockheed Martin Corporation (LMT) 0.0 $344k 569.00 604.77
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $342k 3.1k 109.69
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $336k 7.2k 46.74
Home Depot (HD) 0.0 $333k 1.0k 328.73
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $328k 2.6k 128.12
Chevron Corporation (CVX) 0.0 $326k 1.6k 206.96
Ishares Core Msci Emkt (IEMG) 0.0 $325k 4.7k 69.75
Pepsi (PEP) 0.0 $296k 1.9k 155.30
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $293k 970.00 302.14
Costco Wholesale Corporation (COST) 0.0 $290k 291.00 997.39
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $287k 12k 24.75
Medtronic SHS (MDT) 0.0 $278k 3.2k 86.66
Ishares Tr Russell 2000 Etf (IWM) 0.0 $275k 1.1k 248.00
Union Pacific Corporation (UNP) 0.0 $269k 1.1k 242.62
Spdr Series Trust State Street Spd (SPYG) 0.0 $264k 2.7k 97.91
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $263k 3.8k 68.78
Deere & Company (DE) 0.0 $262k 465.00 563.30
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $261k 4.3k 61.26
S&p Global (SPGI) 0.0 $255k 600.00 425.34
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $242k 4.9k 49.37
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $235k 2.5k 94.24
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $234k 14k 17.32
Select Sector Spdr Tr State Street Com (XLC) 0.0 $232k 2.1k 110.86
Intuitive Surgical Com New (ISRG) 0.0 $216k 468.00 460.99
Corning Incorporated (GLW) 0.0 $214k 1.6k 135.97
Spdr Series Trust State Street Spd (SPYV) 0.0 $214k 3.8k 56.57
Spdr Series Trust State Street Spd (SHE) 0.0 $212k 1.7k 127.79
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.0 $207k 2.6k 79.11
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $207k 8.5k 24.27
Palo Alto Networks (PANW) 0.0 $206k 1.3k 160.32