$237 Million is the total value of Lighthouse Financial Advisors, Inc.'s 99 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PXH | Exit | INVESCO FTSE RAFI EMERGING MARKETS ETFftse rafi emng | $0 | – | -13,944 | -100.0% | -0.13% | – |
| VZ | Exit | VERIZON COMMUNICATN | $0 | – | -4,301 | -100.0% | -0.14% | – |
| STZ | Exit | CONSTELLATION BRAND CLASS Acl a | $0 | – | -5,822 | -100.0% | -0.51% | – |
| O | Exit | REALTY INCM CORP REIT | $0 | – | -28,720 | -100.0% | -0.87% | – |
| VFC | Exit | VF CORP | $0 | – | -28,053 | -100.0% | -0.92% | – |
| BABA | Exit | ALIBABA GROUP HOLDING FSPONSORED ADRsponsored ads | $0 | – | -7,767 | -100.0% | -0.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US LARGE CAP ETF | 6 | Q1 2021 | 19.9% |
| Schwab US Mid-Cap ETF | 6 | Q1 2021 | 12.4% |
| INVESCO QQQ TRUST UNIT SER 1 ETF | 6 | Q1 2021 | 8.8% |
| SCHWAB STRATEGIC TR INTL EQUITY ETF | 6 | Q1 2021 | 7.4% |
| SCHWAB US SMALL CAP ETF | 6 | Q1 2021 | 7.2% |
| SHERWIN-WILLIAMS CO COM | 6 | Q1 2021 | 5.4% |
| ARK INNOVATION ETF | 6 | Q1 2021 | 3.3% |
| ISHARES TRUST RUS MD CP GR ETF | 6 | Q1 2021 | 2.3% |
| SPDR S&P 500 VALUE ETF | 6 | Q1 2021 | 2.0% |
| ILLINOIS TOOL WORKS INC COM | 6 | Q1 2021 | 1.7% |
View Lighthouse Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-05-10 |
| 13F-HR | 2021-01-25 |
| 13F-HR | 2020-10-26 |
| 13F-HR | 2020-08-05 |
| 13F-HR | 2020-05-08 |
| 13F-HR | 2020-02-06 |
View Lighthouse Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.