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CIK: 0001727593
Total reported value
$802.3M
$802.3M
131 檔
28.4%
According to the latest 13F quarterly dataset, White Lighthouse Investment Management Inc. managed an equity portfolio of $802.3M at the end of Q3 2024, spanning 131 distinct U.S. exchange-listed positions.
In Q3 2024, White Lighthouse Investment Management Inc. displayed an active expansion posture, initiating 8 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 16.20% | +1.55% | -0.06% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.89% | -1.14% | +3.13% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.22% | -0.06% | +4.06% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.51% | -0.37% | +1.98% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.09% | +0.38% | +2.41% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.96% | +0.63% | -5.34% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.43% | -0.31% | +12.75% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.15% | -0.07% | +2.52% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.02% | -0.47% | +7.08% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.49% | -0.05% | +0.86% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 2.26% | -0.52% | +0.80% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.00% | -0.03% | -0.18% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.77% | +0.02% | -4.84% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.67% | -0.12% | +2.46% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.62% | -0.10% | -1.19% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.58% | +0.02% | +6.66% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 1.41% | -0.04% | -0.62% | |
| 18 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.36% | +0.60% | +1.24% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.27% | — | -10.49% | |
| 20 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.21% | -0.14% | -2.22% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.16% | — | -0.56% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.06% | +0.03% | -1.23% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.95% | -0.08% | +2.40% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.92% | -0.06% | +3.71% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.89% | +0.12% | -0.36% | |
| 26 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.87% | +0.04% | +3.02% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.78% | +0.01% | +2.56% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.77% | -0.01% | +4.24% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.74% | +0.05% | +1.77% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.71% | -0.05% | -1.02% | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.69% | -0.06% | +6.10% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | +0.39% | +1.17% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | +0.01% | +0.57% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.57% | -0.01% | -2.89% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.01% | +2.94% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.52% | +0.05% | +1.31% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.51% | -0.02% | +27.23% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | -0.05% | +4.39% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.09% | -1.00% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.03% | -2.33% | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.41% | -0.03% | +4.67% | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.38% | +0.01% | +0.36% | |
| 43 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.36% | -0.04% | EXIT | |
| 44 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.36% | -0.01% | -2.50% | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.34% | +0.02% | — | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.33% | -0.01% | -0.39% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.32% | -0.01% | +8.73% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | -0.12% | — | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.30% | +0.02% | -1.84% | |
| 50 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.29% | — | +3.03% |
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 131 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, VXUS) accounted for 28.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
BTI
市值: $872.5K
Top Position Liquidated / Trimmed
DUK
前期市值: $417.1K
During Q3 2024, White Lighthouse Investment Management Inc.'s top holdings by market value included VUG (16.2%)、VYM (9.9%)、VXUS (6.2%). The largest single position, VUG, represented 16.2% of total portfolio value.
In Q3 2024, White Lighthouse Investment Management Inc. made 49 total portfolio adjustments, initiating 8 new buys, adding to 30 positions, trimming 9 holdings, and fully liquidating 2 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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