White Lighthouse Investment Management Inc. holdings history

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213 is the total number of securities White Lighthouse Investment Management Inc. has owned. The longest White Lighthouse Investment Management Inc. has owned a single stock is 24 quarters.

White Lighthouse Investment Management Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VUG VANGUARD INDEX FDS24245.17%12.00%16.24%Q4 2017Q3 202324
VYM VANGUARD WHITEHALL FDS...24243.84%7.52%9.57%Q4 2017Q3 202324
VXUS Vanguard Total Internt...24243.87%5.67%6.86%Q4 2017Q3 202324
VCSH Vanguard Short-Term Co...24242.98%5.37%7.96%Q4 2017Q3 202324
VGT VANGUARD WORLD FDS24241.45%3.12%4.31%Q4 2017Q3 202324
VCIT VANGUARD SCOTTSDALE FDS24242.35%3.09%3.69%Q4 2017Q3 202324
DVY ISHARES TR24241.82%2.84%4.26%Q4 2017Q3 202324
VTV Vanguard Value ETF24241.46%2.52%3.61%Q4 2017Q3 202324
VCLT VANGUARD SCOTTSDALE FDS24241.27%2.49%3.44%Q4 2017Q3 202324
BSV Vanguard Short Term Bo...24240.84%2.46%3.48%Q4 2017Q3 202324
VIG VANGUARD SPECIALIZED P...24242.04%2.35%2.70%Q4 2017Q3 202324
IWF ISHARES TR24241.53%2.22%3.12%Q4 2017Q3 202324
IAU ISHARES GOLD TRUST24241.74%2.09%2.53%Q4 2017Q3 202324
IXUS ISHARES TR24240.11%1.84%2.93%Q4 2017Q3 202324
AAPL Google24241.16%1.82%3.26%Q4 2017Q3 202324
IGM ISHARES TR24241.02%1.80%2.88%Q4 2017Q3 202324
SHV ISHARES TR24240.17%1.72%2.97%Q4 2017Q3 202324
VWO VANGUARD INTL EQUITY I...24240.55%1.55%3.86%Q4 2017Q3 202324
BND Vanguard Total Bond Ma...24240.22%1.40%2.70%Q4 2017Q3 202324
VHT VANGUARD WORLD FDS24240.69%1.27%1.96%Q4 2017Q3 202324
VBR Vanguard Small-Cap Val...24240.69%1.12%1.35%Q4 2017Q3 202324
SCHP Schwab Us Tips Etf24240.39%0.98%1.82%Q4 2017Q3 202324
VOO Vanguard S&p 500 Etf24240.34%0.95%1.27%Q4 2017Q3 202324
VOE Vanguard Mid-Cap Value...24240.67%0.94%1.29%Q4 2017Q3 202324
MUB ISHARES TR24240.45%0.90%1.54%Q4 2017Q3 202324
VNQ Vanguard Real Estate Etf24240.62%0.84%1.23%Q4 2017Q3 202324
VB Vanguard Small Cap ETF24240.47%0.84%1.19%Q4 2017Q3 202324
VOT Vanguard Mid-Cap Growt...24240.28%0.74%1.07%Q4 2017Q3 202324
IUSG J P Morgan Chase & Co24240.32%0.73%1.36%Q4 2017Q3 202324
BLV Vanguard Long Term Bon...24240.34%0.66%1.02%Q4 2017Q3 202324
IJT ISHARES TR24240.37%0.64%1.08%Q4 2017Q3 202324
MTUM Powershares Momentum F...24240.12%0.58%1.05%Q4 2017Q3 202324
IBB ISHARES TR24240.37%0.58%0.81%Q4 2017Q3 202324
IXJ ISHARES TR24240.42%0.57%0.84%Q4 2017Q3 202324
SPY SPDR S&P 500 ETF TR24240.42%0.56%0.66%Q4 2017Q3 202324
ANET Ishares MSCI UDA ESG24240.31%0.52%1.12%Q4 2017Q3 202324
JNJ Johnson & Johnson Comm...24240.32%0.49%0.86%Q4 2017Q3 202324
VTI Vanguard Total Stock M...24240.30%0.49%0.99%Q4 2017Q3 202324
VO Vanguard Mid-Cap ETF24240.18%0.48%0.74%Q4 2017Q3 202324
ICF Ishares Ultra Short Te...24240.25%0.44%0.70%Q4 2017Q3 202324
VEA VANGUARD TAX-MANAGED I...24240.27%0.41%0.69%Q4 2017Q3 202324
SUB Nuveen Esg Large Cap G...24240.24%0.37%0.58%Q4 2017Q3 202324
MSFT Microsoft Corporation24240.26%0.35%0.47%Q4 2017Q3 202324
QUAL Merck & Company Inc.24240.12%0.34%0.53%Q4 2017Q3 202324
GLD SPDR GOLD TRUST24240.25%0.33%0.43%Q4 2017Q3 202324
WMT WAL-MART STORES INC24240.21%0.31%0.48%Q4 2017Q3 202324
VGK VANGUARD INTL EQUITY I...24240.11%0.31%0.80%Q4 2017Q3 202324
EMB Microsoft Corporation24240.11%0.28%0.77%Q4 2017Q3 202324
BRKB Vanguard Esg Internati...24240.11%0.27%0.55%Q4 2017Q3 202324
VEU VANGUARD INTL EQUITY I...24240.16%0.27%0.43%Q4 2017Q3 202324
PM Rio Tinto Plc ...24240.19%0.27%0.42%Q4 2017Q3 202324
SO SOUTHERN CO24240.16%0.23%0.28%Q4 2017Q3 202324
CAT Schwab International E...24240.15%0.22%0.43%Q4 2017Q3 202324
VPL VANGUARD INTL EQUITY I...24240.10%0.21%0.56%Q4 2017Q3 202324
ICSH Vanguard Long-term Bon...24240.08%0.21%0.64%Q4 2017Q3 202324
CSCO VanEck Vectors Gold Mi...24240.08%0.20%0.41%Q4 2017Q3 202324
PG Schwab Us Tips Etf24240.14%0.20%0.29%Q4 2017Q3 202324
EFG Vanguard Interm-Tm Cor...24240.06%0.18%0.65%Q4 2017Q3 202324
VTEB Vanguard Tax-Exempt Bo...24240.08%0.16%0.33%Q4 2017Q3 202324
INTC Vanguard Ftse Emerging24240.06%0.15%0.30%Q4 2017Q3 202324
PEP Vanguard FTSE Developed24240.10%0.12%0.14%Q4 2017Q3 202324
NSRGY Vanguard Mega Cap Grow...24240.06%0.09%0.13%Q4 2017Q3 202324
HYMB Vanguard Short-Term In...24240.05%0.09%0.14%Q4 2017Q3 202324
BIV Vanguard Intermediate ...23230.16%0.96%1.68%Q1 2018Q3 202323
AMZN Ishares Msci Usa Esg S...1850.30%0.52%0.81%Q4 2017Q3 202323
GDX VanEck Vectors Gold Mi...2030.12%0.27%0.56%Q4 2017Q3 202323
GOOGL Powershares Momentum1850.17%0.22%0.35%Q4 2017Q3 202323
AMGN Vanguard Information1850.08%0.13%0.21%Q4 2017Q3 202323
VWOB VANGUARD WHITEHALL FDS...2020.07%0.12%0.20%Q4 2017Q3 202322
VTIP Vanguard Short-Term In...21210.40%1.10%1.83%Q3 2018Q3 202321
ESGE Ishares Short Treasury...21210.16%0.43%0.84%Q3 2018Q3 202321
LMT LOCKHEED MARTIN CORP1120.05%0.09%0.14%Q4 2017Q3 202321
MGK VANGUARD WORLD FD20200.16%0.26%0.45%Q4 2018Q3 202320
EW Public Storage Inc20200.11%0.16%0.21%Q4 2018Q3 202320
VZ VERIZON COMMUNICATIONS...1910.06%0.11%0.17%Q4 2017Q4 202220
MDT Vanguard Real Estate Etf20200.05%0.09%0.14%Q4 2018Q3 202320
NLY Vanguard Total Stock M...19190.05%0.21%0.55%Q4 2017Q2 202219
ICLN Procter & Gamble Company19190.05%0.19%0.35%Q1 2019Q3 202319
SCHC Vanguard Small Cap ETF940.05%0.13%0.25%Q4 2017Q3 202319
ESGV VANGUARD WORLD FD18180.13%0.60%0.76%Q2 2019Q3 202318
ESGD ISHARES TR18180.10%0.35%0.49%Q2 2019Q3 202318
DSI ISHARES TR18180.12%0.31%0.40%Q2 2019Q3 202318
PFF Vanguard Mid-Cap Growt...18180.07%0.17%0.39%Q4 2017Q1 202218
HON Vanguard Total Bond Ma...740.05%0.09%0.19%Q2 2018Q3 202318
VGSH Vanguard Short Term Tr...17170.37%1.55%2.41%Q3 2019Q3 202317
QQQ Powershares Qqq Trust ...17170.42%1.13%1.62%Q4 2017Q4 202117
VSGX VANGUARD WORLD FD17170.08%0.64%0.90%Q3 2019Q3 202317
SCHF Vanguard High Dividend...1250.06%0.11%0.26%Q2 2019Q3 202317
IWP Vanguard Ftse Pacific Etf1430.07%0.09%0.12%Q1 2019Q3 202317
GSLC Vanguard Long-Term Corp16160.06%0.18%0.33%Q3 2018Q2 202216
XOM Vanguard Tax-Exempt Bond880.06%0.13%0.22%Q4 2017Q3 202316
ESGU ISHARES TR15150.27%0.40%0.55%Q1 2020Q3 202315
IVE ISHARES TR15150.12%0.31%0.47%Q4 2017Q2 202115
VFH VANGUARD WORLD FDS720.05%0.24%0.63%Q4 2017Q3 202315
IJR Southern Co15150.13%0.18%0.22%Q1 2020Q3 202315
IVV Schwab Internatnal Sma...15150.14%0.18%0.20%Q1 2020Q3 202315
PFE Vanguard Mid-Cap Value...1050.06%0.17%0.35%Q4 2017Q4 202215
MMM Vanguard Short Term Bond960.06%0.10%0.16%Q4 2017Q4 202115
SCHD SCHWAB STRATEGIC TR14140.17%0.74%0.89%Q2 2020Q3 202314
UNH Unitedhealth Grp Inc1210.06%0.14%0.32%Q4 2017Q3 202314
CVS SPDR S&P 50014140.09%0.13%0.15%Q2 2020Q3 202314
DUK Vanguard Ftse All Worl...14140.09%0.11%0.13%Q2 2020Q3 202314
MRK Vanguard Short-Term Co...14140.06%0.08%0.11%Q2 2020Q3 202314
BNDX Vanguard Total Interna...940.06%0.37%0.81%Q4 2017Q3 202313
VPU VANGUARD WORLD FDS13130.07%0.09%0.14%Q3 2020Q3 202313
NUSC Unity Software Inc12120.12%0.13%0.14%Q4 2020Q3 202312
XLK TECHNOLOGY SELEC SPDR ...610.06%0.11%0.16%Q4 2017Q3 202312
SUSA Vanguard Health Care Etf12120.07%0.08%0.12%Q4 2020Q3 202312
RING Ishares MSCI Global Go...11110.08%0.18%0.28%Q4 2018Q2 202111
SGOL Spdr Bloomberg Barclay...11110.08%0.17%0.21%Q1 2021Q3 202311
RSP RYDEX ETF TRUST10100.21%0.86%1.39%Q4 2017Q1 202010
LQD ISHARES TR10100.14%0.69%1.16%Q4 2017Q1 202010
EEMV Ishr Edg Msci Min Vol ...10100.16%0.45%0.61%Q4 2017Q1 202010
EEM ISHARES TR10100.10%0.30%0.46%Q4 2017Q1 202010
SGOL ETFS GOLD TR10100.15%0.17%0.20%Q4 2017Q1 202010
SCHO SCHWAB STRATEGIC TR640.08%0.13%0.23%Q1 2019Q3 202310
BOND PIMCO ETF TR730.08%0.12%0.18%Q1 2018Q1 202110
NULG Vanguard Dividend10100.08%0.10%0.13%Q2 2021Q3 202310
NEAR ISHARES US ETF TR990.10%0.73%1.63%Q4 2017Q4 20199
VAW VANGUARD WORLD FDS990.15%0.36%0.58%Q4 2017Q4 20199
Nestle Sa Ordf990.24%0.29%0.37%Q4 2017Q4 20199
IEV ISHARES TR990.12%0.24%0.45%Q4 2017Q4 20199
GNR Spyder Global Natural ...990.15%0.22%0.28%Q4 2017Q4 20199
IEMG ISHARES INC990.11%0.17%0.24%Q4 2017Q4 20199
EWG iShares MSCI Germany I...990.10%0.17%0.27%Q4 2017Q4 20199
BIL Vanguard Total Interna...990.06%0.16%0.46%Q4 2019Q4 20219
SMB VANECK VECTORS ETF TR990.09%0.15%0.23%Q4 2017Q4 20199
RDSA Royal Dutch Shell Plc ...990.08%0.12%0.14%Q4 2017Q4 20199
PSA Vanguard S&p 500 Etf990.05%0.06%0.08%Q2 2021Q2 20239
PDBC PowerShares DB Optm Yd...880.20%0.52%0.75%Q4 2017Q3 20198
DXJ WISDOMTREE TR440.12%0.13%0.16%Q4 2017Q4 20198
VNQI VANGUARD INTL EQUITY I...440.09%0.11%0.13%Q4 2017Q4 20198
BABA Alibaba Group Holding ...530.06%0.08%0.10%Q2 2019Q2 20218
QQQ INVESCO QQQ TR770.89%0.97%1.13%Q1 2022Q3 20237
MINT PIMCO ETF TR770.25%0.41%0.86%Q2 2018Q4 20197
TFLO iShares Treasury Float...770.10%0.24%0.36%Q1 2019Q3 20207
VV VANGUARD INDEX FDS770.11%0.12%0.14%Q1 2022Q3 20237
TCEHY Vanguard Value ETF770.05%0.07%0.09%Q2 2020Q4 20217
IUSB ISHARES TR660.96%1.40%1.58%Q2 2022Q3 20236
DLN WISDOMTREE TR660.15%0.37%0.54%Q4 2017Q1 20196
BAYRY Bayer Ag ...660.17%0.21%0.24%Q2 2019Q3 20206
VDE VANGUARD WORLD FDS660.09%0.18%0.21%Q4 2017Q1 20196
VBK Vanguard Small Cap Gro...660.09%0.12%0.16%Q3 2019Q4 20206
FBT First Trust Biotech Index410.06%0.12%0.17%Q4 2017Q2 20216
BTI BRITISH AMERN TOB PLC660.10%0.11%0.12%Q2 2019Q3 20206
GOOG Vanguard Mid-Cap ETF310.05%0.08%0.14%Q4 2017Q3 20236
VCR VANGUARD WORLD FDS550.20%0.24%0.26%Q3 2022Q3 20235
VOX VANGUARD WORLD FDS550.17%0.21%0.24%Q3 2022Q3 20235
TSLA TESLA INC320.08%0.18%0.42%Q1 2020Q3 20235
HYG ISHARES TR550.13%0.17%0.22%Q2 2019Q2 20205
CMF Vanguard Ftse Europe Etf550.06%0.09%0.11%Q2 2021Q2 20225
RING Vanguard Growth Etf550.07%0.08%0.09%Q3 2021Q3 20225
ASML Vanguard Short Term Tr...550.06%0.07%0.07%Q1 2021Q1 20225
RIO Verizon Communications320.05%0.06%0.06%Q3 2021Q1 20235
IDV ISHARES TR440.11%0.29%0.49%Q4 2017Q3 20184
IGSB ISHARES TR440.26%0.28%0.30%Q4 2022Q3 20234
SLQD ISHARES TR440.20%0.23%0.25%Q4 2017Q3 20184
ORCL Oracle Corporation Com...440.17%0.17%0.19%Q4 2018Q3 20194
DTN WISDOMTREE TR440.13%0.17%0.20%Q4 2017Q3 20184
Abb Ltd New Ord ...210.08%0.16%0.24%Q4 2017Q4 20194
GUNR Flexshares Upstream Na...440.13%0.15%0.17%Q1 2019Q4 20194
IGE ISHARES TR440.12%0.14%0.15%Q4 2017Q3 20184
EZM WISDOMTREE TR440.12%0.13%0.15%Q4 2017Q3 20184
JNK SPDR SERIES TRUST440.12%0.13%0.14%Q1 2019Q4 20194
FXZ FIRST TR EXCHANGE TRAD...440.11%0.12%0.13%Q4 2017Q3 20184
GE GENERAL ELECTRIC CO440.07%0.11%0.17%Q4 2017Q3 20184
SCHG SCHWAB STRATEGIC TR440.08%0.09%0.10%Q4 2022Q3 20234
RSP INVESCO EXCHANGE TRADE...440.07%0.08%0.10%Q2 2020Q1 20214
DIS Walt Disney Co440.06%0.07%0.08%Q4 2020Q3 20214
JPM JPMORGAN CHASE & CO310.05%0.06%0.09%Q4 2019Q3 20214
IVW ISHARES TR440.05%0.05%0.06%Q4 2022Q3 20234
DOO WISDOMTREE TR330.14%0.27%0.34%Q4 2017Q2 20183
QQEW FIRST TR NAS100 EQ WEI...330.12%0.20%0.32%Q4 2017Q2 20183
WPP Wpp Plc New Adr Isin#u...330.12%0.13%0.13%Q2 2019Q4 20193
TTE TOTAL S A330.12%0.12%0.12%Q1 2018Q3 20183
Rio Tinto Plc ...330.07%0.07%0.07%Q4 2020Q2 20213
HIX WESTERN ASSET HIGH INC...330.04%0.07%0.08%Q4 2017Q2 20183
FCAU Fiat Chrysler Automobi...330.06%0.06%0.06%Q2 2019Q4 20193
ASML HLDGS NV ...330.05%0.06%0.06%Q1 2023Q3 20233
Dividend Sustainabilit...330.05%0.05%0.06%Q1 2019Q3 20193
U Unity Software Inc221.19%1.22%1.26%Q2 2021Q3 20212
SNOW Snowflake Inc Class ...220.27%0.37%0.46%Q4 2020Q1 20212
DEW WISDOMTREE TR220.13%0.14%0.14%Q4 2017Q1 20182
TIP ISHARES TR220.08%0.09%0.11%Q3 2019Q4 20192
IWM ISHARES TR110.05%0.07%0.08%Q4 2019Q3 20232
SOXX ISHARES TR220.06%0.07%0.07%Q2 2023Q3 20232
SHE Vanguard Utilities Etf220.05%0.05%0.05%Q4 2021Q1 20222
GAB Walmart Inc220.03%0.03%0.04%Q3 2021Q4 20212
Healthier Choices Manage220.00%0.00%0.00%Q1 2021Q2 20212
SPSB SPDR SERIES TRUST110.64%0.64%0.64%Q4 2017Q4 20171
UN UNILEVER N V110.16%0.16%0.16%Q4 2017Q4 20171
VONG VANGUARD SCOTTSDALE FDS110.14%0.14%0.14%Q2 2022Q2 20221
Ishares Euro Stoxx Ban...110.12%0.12%0.12%Q1 2019Q1 20191
FDN FIRST TR EXCHANGE TRAD...110.12%0.12%0.12%Q2 2018Q2 20181
EFV ISHARES TR110.12%0.12%0.12%Q4 2017Q4 20171
Givaudan Sa Ordf110.12%0.12%0.12%Q1 2019Q1 20191
TSCO Tractor Supply Co Com110.09%0.09%0.09%Q1 2019Q1 20191
Clariant Ag Ordf110.09%0.09%0.09%Q1 2019Q1 20191
FROG Jfrog Ltd Registeredsh...110.09%0.09%0.09%Q3 2020Q3 20201
Swiss Re Ltd Ordf110.08%0.08%0.08%Q4 2019Q4 20191
Zurich Ins Group Ord F110.07%0.07%0.07%Q4 2019Q4 20191
AGG ISHARES TR110.07%0.07%0.07%Q3 2023Q3 20231
Vanguard High Yield Ta...110.07%0.07%0.07%Q2 2018Q2 20181
BIL Spdr Bloomberg Barclay...110.06%0.06%0.06%Q1 2022Q1 20221
JNK SPDR SER TR110.05%0.05%0.05%Q3 2023Q3 20231
IBM INTERNATIONAL BUSINESS...110.05%0.05%0.05%Q1 2022Q1 20221
China Life Insrnc Ordf110.04%0.04%0.04%Q1 2019Q1 20191
BARCLAYS PLC ORD110.04%0.04%0.04%Q1 2019Q1 20191
Aviva Plc Shs110.04%0.04%0.04%Q1 2019Q1 20191
Convatec Group Plc Ordf110.01%0.01%0.01%Q2 2021Q2 20211
NAK NORTHERN DYNASTY MINER...110.01%0.01%0.01%Q4 2017Q4 20171
Vodafone Group Ordf110.01%0.01%0.01%Q2 2021Q2 20211
Lloyds Banking Gro Ordf110.00%0.00%0.00%Q2 2021Q2 20211
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD WHITEHALL FDS INC, and Vanguard Total Interntl Stock Etf Iv, are the highest-conviction holdings of White Lighthouse Investment Management Inc..

The conviction is calculated by counting the number of quarters a security has been reported by White Lighthouse Investment Management Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that White Lighthouse Investment Management Inc. owns currently or has owned in the past.