$397 Million is the total value of White Lighthouse Investment Management Inc.'s 113 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | ASML HLDGS NV F SPONSORED ADR | $238,249 | – | 350 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-20
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.