13F Filings for White Lighthouse Investment Management Inc. (CIK: 1727593)
View the most recent portfolio holdings disclosed by White Lighthouse Investment Management Inc. in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
VUG - VANGUARD INDEX FDS(Class: GROWTH ETF) | 241.73K | $105.97M | 17.24% | Increased | 8.31K (3.0%, $19.42M) |
VYM - VANGUARD WHITEHALL FDS(Class: HIGH DIV YLD) | 456.12K | $60.80M | 9.89% | Increased | 14.24K (3.0%, $3.82M) |
VXUS - VANGUARD STAR FDS(Class: VG TL INTL STK F) | 564.24K | $38.98M | 6.34% | Decreased | 14.23K (2.0%, $3.06M) |
SHV - ISHARES TR(Class: SHORT TREAS BD) | 288.25K | $31.83M | 5.18% | Increased | 1.21K (0.0%, $121.86K) |
VCSH - VANGUARD SCOTTSDALE FDS(Class: SHRT TRM CORP BD) | 321.27K | $25.54M | 4.15% | Increased | 4.12K (1.0%, $504.75K) |
BND - VANGUARD BD INDEX FDS(Class: TOTAL BND MRKT) | 308.84K | $22.74M | 3.70% | Increased | 9.70K (3.0%, $767.69K) |
VGT - VANGUARD WORLD FD(Class: INF TECH ETF) | 33.67K | $22.33M | 3.63% | Decreased | 407 (1.0%, $3.85M) |
VTV - VANGUARD INDEX FDS(Class: VALUE ETF) | 119.66K | $21.15M | 3.44% | Increased | 8.19K (7.0%, $1.89M) |
VCIT - VANGUARD SCOTTSDALE FDS(Class: INT-TERM CORP) | 207.70K | $17.22M | 2.80% | Decreased | 483 (0.0%, $201.46K) |
IXUS - ISHARES TR(Class: CORE MSCI TOTAL) | 189.90K | $14.68M | 2.39% | Decreased | 3K (1.0%, $1.21M) |
IAU - ISHARES GOLD TR(Class: ISHARES NEW) | 209.52K | $13.07M | 2.13% | Decreased | 26.98K (11.0%, $878.66K) |
VIG - VANGUARD SPECIALIZED FUNDS(Class: DIV APP ETF) | 51.84K | $10.61M | 1.73% | Increased | 828 (1.0%, $714.40K) |
IWF - ISHARES TR(Class: RUS 1000 GRW ETF) | 24.50K | $10.40M | 1.69% | Increased | 1.16K (4.0%, $1.97M) |
IGM - ISHARES TR(Class: EXPND TEC SC ETF) | 88.98K | $10M | 1.63% | Increased | 8.63K (10.0%, $2.71M) |
VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 17.11K | $9.72M | 1.58% | Increased | 400 (2.0%, $1.13M) |
BSV - VANGUARD BD INDEX FDS(Class: SHORT TRM BOND) | 113.43K | $8.93M | 1.45% | Increased | 4.09K (3.0%, $367.73K) |
DVY - ISHARES TR(Class: SELECT DIVID ETF) | 66.93K | $8.89M | 1.45% | Increased | 2.94K (4.0%, $295.18K) |
VHT - VANGUARD WORLD FD(Class: HEALTH CAR ETF) | 27.83K | $6.91M | 1.12% | Decreased | 4 (0.0%, $457.08K) |
VBR - VANGUARD INDEX FDS(Class: SM CP VAL ETF) | 34.44K | $6.72M | 1.09% | Increased | 127 (0.0%, $323.98K) |
AAPL - APPLE INC(Class: COM) | 29.22K | $5.99M | 0.98% | Decreased | 333 (1.0%, $569.67K) |
VCLT - VANGUARD SCOTTSDALE FDS(Class: LG-TERM COR BD) | 78.50K | $5.96M | 0.97% | Increased | 9 (0.0%, $87) |
VNQ - VANGUARD INDEX FDS(Class: REAL ESTATE ETF) | 66.34K | $5.91M | 0.96% | Increased | 5.44K (8.0%, $394.06K) |
VTIP - VANGUARD MALVERN FDS(Class: STRM INFPROIDX) | 115.74K | $5.82M | 0.95% | Increased | 2.97K (2.0%, $190.95K) |
VB - VANGUARD INDEX FDS(Class: SMALL CP ETF) | 24.47K | $5.80M | 0.94% | Increased | 319 (1.0%, $443.40K) |
N/A - VANGUARD WORLD FD(Class: ESG INTL STK ETF) | 81.19K | $5.32M | 0.86% | Decreased | 2.06K (2.0%, $407.98K) |