| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 27 | Q2 2024 | 17.0% |
| VANGUARD WHITEHALL FDS INC | 27 | Q2 2024 | 9.8% |
| Vanguard Total Interntl Stock Etf Iv | 27 | Q2 2024 | 6.9% |
| Vanguard Short-Term Corp Bd Idx ETF | 27 | Q2 2024 | 8.0% |
| VANGUARD WORLD FDS | 27 | Q2 2024 | 4.4% |
| VANGUARD SCOTTSDALE FDS | 27 | Q2 2024 | 3.7% |
| ISHARES TR | 27 | Q2 2024 | 4.3% |
| Vanguard Value ETF | 27 | Q2 2024 | 3.6% |
| Vanguard Short Term Bond Index | 27 | Q2 2024 | 3.5% |
| VANGUARD SCOTTSDALE FDS | 27 | Q2 2024 | 3.4% |
View White Lighthouse Investment Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-20 |
View White Lighthouse Investment Management 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.