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CIK: 0001727593
Total reported value
$802.3M
$802.3M
120 檔
25.3%
As reported in its official Q1 2024 Form 13F filing, White Lighthouse Investment Management Inc.'s tracked investment portfolio stood at $802.3M with 120 total positions.
During Q1 2024, White Lighthouse Investment Management Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 16.38% | +1.55% | -0.02% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.84% | -1.14% | +2.01% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.14% | -0.06% | +4.60% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.61% | -0.37% | +0.58% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.27% | +0.63% | -0.67% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.20% | +0.38% | +15.59% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.17% | -0.07% | +2.80% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 2.99% | -0.31% | +5.14% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.78% | -0.47% | +11.90% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.65% | -0.05% | +3.84% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 2.26% | -0.52% | — | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.10% | -0.03% | -0.21% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.97% | +0.02% | -7.31% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.85% | -0.10% | -3.18% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.73% | -0.12% | -0.39% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | +0.02% | +6.30% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 1.51% | -0.04% | +0.57% | |
| 18 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.33% | +0.60% | +471.00% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.30% | — | -0.21% | |
| 20 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.28% | -0.14% | +2.90% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.23% | — | -0.01% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.10% | +0.03% | +2.88% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.96% | +0.12% | -1.27% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.92% | -0.06% | +41.79% | |
| 25 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.89% | +0.04% | +1.41% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.87% | -0.01% | +3.33% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.87% | -0.05% | +9.49% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.77% | +0.05% | +6.51% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.76% | +0.01% | +7.25% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.76% | -0.08% | +9.86% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.69% | +0.39% | -0.54% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.67% | -0.06% | +13.16% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.63% | -0.01% | -1.89% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.01% | +1.20% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.57% | +0.05% | -1.51% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.01% | -5.89% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.09% | +0.23% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | -0.05% | -0.81% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | +0.03% | -0.75% | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.43% | +0.01% | +0.11% | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.41% | -0.03% | +31.72% | |
| 42 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.39% | -0.01% | -0.59% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | -0.02% | +4.03% | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.36% | +0.02% | -0.94% | |
| 45 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.35% | -0.01% | -1.45% | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.35% | +0.02% | -1.64% | |
| 47 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.33% | +0.02% | -1.65% | |
| 48 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.33% | -0.04% | EXIT | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | -0.12% | +0.25% | |
| 50 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.31% | — | +8.99% |
According to official SEC Form 13F filings, White Lighthouse Investment Management Inc. reported a total U.S. public equity portfolio value of $802.3M across 120 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, VXUS) accounted for 25.3% of total reported equity market value during Q1 2024.
During Q1 2024, White Lighthouse Investment Management Inc.'s top holdings by market value included VUG (16.4%)、VYM (9.8%)、VXUS (6.1%). The largest single position, VUG, represented 16.4% of total portfolio value.
In Q1 2024, White Lighthouse Investment Management Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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