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CIK: 0001727593
Total reported value
$802.3M
$802.3M
133 檔
29.7%
During the Q4 2024 filing period, White Lighthouse Investment Management Inc. (CIK: 0001727593) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $802.3M across 133 reported positions.
In Q4 2024, White Lighthouse Investment Management Inc. displayed an active expansion posture, initiating 7 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 16.92% | +1.55% | -0.32% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.75% | -1.14% | +1.15% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.85% | -0.06% | +5.47% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.93% | +0.38% | +23.70% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.37% | -0.37% | +0.62% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.03% | +0.63% | -1.91% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.56% | -0.31% | +10.60% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.11% | -0.07% | +3.43% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.96% | -0.47% | +4.43% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.28% | -0.05% | +2.61% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 2.15% | -0.52% | -2.37% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.84% | -0.03% | -4.67% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.77% | +0.02% | -4.47% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.62% | -0.10% | +4.19% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | +0.02% | -1.32% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.53% | -0.12% | -3.54% | |
| 17 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.41% | +0.60% | -0.10% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.38% | — | +2.76% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-Other | 1.23% | -0.04% | -0.61% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.15% | — | +2.27% | |
| 21 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.11% | -0.14% | +1.41% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.06% | +0.03% | +0.70% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.97% | -0.06% | +10.17% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.89% | -0.08% | +4.54% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.87% | +0.12% | -4.50% | |
| 26 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.82% | +0.04% | +4.51% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.78% | +0.01% | +3.15% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.76% | -0.05% | +10.70% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.75% | +0.05% | -0.40% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.73% | -0.01% | +1.77% | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.68% | -0.06% | +6.66% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.01% | -6.20% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | +0.39% | +205.03% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.56% | +0.05% | +4.82% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.55% | -0.01% | +1.83% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.01% | -2.90% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.51% | -0.02% | +4.46% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.09% | -0.16% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.43% | -0.05% | -2.20% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.42% | -0.03% | +117.29% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.03% | -0.85% | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.39% | +0.01% | +1.37% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.01% | +2.53% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.04% | +0.35% | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.32% | +0.02% | -0.57% | |
| 46 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.32% | -0.02% | +1.91% | |
| 47 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.32% | -0.04% | EXIT | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.32% | -0.01% | +1.42% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.30% | -0.12% | -0.70% | |
| 50 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.30% | -0.01% | -1.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | +0.8% | +23.70% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.7% | -0.32% | Trim |
| 3 | MAR | Marriott International -cl A | +0.2% | NEW | New buy |
| 4 | BND | Vanguard Total Bond Market | +0.1% | +10.60% | Add |
| 5 | AAPL | Apple Inc | +0.1% | +2.76% | Add |
| 6 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 7 | VGT | Vanguard Info Tech ETF | +0.1% | -1.91% | Trim |
| 8 | VCEB | Vanguard Esg US CORP Bond | +0.1% | +217.91% | Add |
| 9 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 10 | IGM | Ishares Expanded Tech Sector | +0.1% | -0.10% | Trim |
| 11 | VTIP | Vanguard Short-term Tips | +0.1% | +10.17% | Add |
| 12 | VGSH | Vanguard Short-term Treasury | +0.1% | +10.70% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | -6.20% | Trim |
| 14 | SPGI | S&p Global Inc | +0.1% | NEW | New buy |
| 15 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | +2.53% | Add |
| 17 | VOT | Vanguard Mid-cap Growth ETF | 0% | +4.82% | Add |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | NEW | New buy |
| 19 | AMP | Ameriprise Financial Inc | 0% | NEW | New buy |
| 20 | WMT | Walmart Inc | 0% | +0.35% | Add |
| 21 | VCR | Vanguard Consumer Discre ETF | 0% | +1.91% | Add |
| 22 | AVGO | Broadcom Inc | 0% | +2.65% | Add |
| 23 | IWF | Ishares Russell 1000 Growth | — | -4.47% | Trim |
| 24 | BSV | Vanguard Short-term Bond ETF | — | +4.19% | Add |
| 25 | VO | Vanguard Mid-cap ETF | — | +3.15% | Add |
| 26 | ICLN | Ishares Global Clean Energy | 0% | -21.83% | Trim |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | -5.89% | Trim |
| 28 | IEFA | Ishares Core Msci Eafe ETF | 0% | EXIT | Sold out |
| 29 | AMGN | Amgen Inc | 0% | +0.03% | Add |
| 30 | VBK | Vanguard Small-cap Grwth ETF | 0% | EXIT | Sold out |
| 31 | BLV | Vanguard Long-term Bond ETF | 0% | -1.00% | Trim |
| 32 | ICF | Ishares Select U.s. Reit ETF | 0% | -4.25% | Trim |
| 33 | EFIV | Ss Spdr S&p 500 Esg ETF | -0.1% | EXIT | Sold out |
| 34 | XLV | Ss Health Care Select Sector | -0.1% | EXIT | Sold out |
| 35 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -2.20% | Trim |
| 36 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | -33.54% | Trim |
| 37 | IBB | Ishares Biotechnology ETF | -0.1% | -3.04% | Trim |
| 38 | VSGX | Vanguard Esg Intl Stock ETF | -0.1% | +4.51% | Add |
| 39 | IXJ | Ishares Global Healthcare Et | -0.1% | -1.84% | Trim |
| 40 | UNH | Unitedhealth Group Inc | -0.1% | -4.26% | Trim |
| 41 | VNQ | Vanguard Real Estate ETF | -0.1% | +4.54% | Add |
| 42 | VCLT | Vanguard Long-term CORP Bond | -0.1% | +1.41% | Add |
| 43 | IAU | Ishares Gold Trust | -0.1% | -2.37% | Trim |
| 44 | DVY | Ishares Select Dividend ETF | -0.1% | -3.54% | Trim |
| 45 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +1.15% | Add |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +0.62% | Add |
| 47 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -4.67% | Trim |
| 48 | VHT | Vanguard Health Care ETF | -0.2% | -0.61% | Trim |
| 49 | IXUS | Ishares Core Intl Stock ETF | -0.2% | +2.61% | Add |
| 50 | VXUS | Vanguard Total Intl Stock | -0.4% | +5.47% | Add |
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 133 disclosed positions in Q4 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 29.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
MAR
市值: $1.3M
Top Position Liquidated / Trimmed
EFIV
前期市值: $291.0K
During Q4 2024, White Lighthouse Investment Management Inc.'s top holdings by market value included VUG (16.9%)、VYM (9.8%)、VXUS (5.8%). The largest single position, VUG, represented 16.9% of total portfolio value.
In Q4 2024, White Lighthouse Investment Management Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 21 positions, trimming 18 holdings, and fully liquidating 4 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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