$272 Million is the total value of White Lighthouse Investment Management Inc.'s 110 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $458,000 | – | 8,842 | +100.0% | 0.17% | – |
| CVS | New | CVS HEALTH CORP | $364,000 | – | 5,605 | +100.0% | 0.13% | – |
| DUK | New | DUKE ENERGY CORP NEW | $349,000 | – | 4,374 | +100.0% | 0.13% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $323,000 | – | 2,040 | +100.0% | 0.12% | – |
| MRK | New | MERCK & CO INC | $294,000 | – | 3,798 | +100.0% | 0.11% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $270,000 | – | 2,658 | +100.0% | 0.10% | – |
| TCEHY | New | Tencent Holdings F Sponsored Adr | $233,000 | – | 3,635 | +100.0% | 0.09% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $223,000 | – | 1,033 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 24 | Q3 2023 | 16.2% |
| VANGUARD WHITEHALL FDS INC | 24 | Q3 2023 | 9.6% |
| Vanguard Total Interntl Stock Etf Iv | 24 | Q3 2023 | 6.9% |
| Vanguard Short-Term Corp Bd Idx ETF | 24 | Q3 2023 | 8.0% |
| VANGUARD WORLD FDS | 24 | Q3 2023 | 4.3% |
| VANGUARD SCOTTSDALE FDS | 24 | Q3 2023 | 3.7% |
| ISHARES TR | 24 | Q3 2023 | 4.3% |
| Vanguard Value ETF | 24 | Q3 2023 | 3.6% |
| VANGUARD SCOTTSDALE FDS | 24 | Q3 2023 | 3.4% |
| Vanguard Short Term Bond Index | 24 | Q3 2023 | 3.5% |
View White Lighthouse Investment Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-12 |
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.