| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -2,949 | -100.0% | -0.05% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,125 | -100.0% | -0.05% | – |
| Exit | ASML HLDGS NV F SPONSORED ADR | $0 | – | -350 | -100.0% | -0.05% | – | |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,171 | -100.0% | -0.05% | – |
| SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -6,430 | -100.0% | -0.05% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -500 | -100.0% | -0.05% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,718 | -100.0% | -0.05% | – |
| HYMB | Exit | SPDR SER TRnuveen bloomberg | $0 | – | -9,000 | -100.0% | -0.05% | – |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -2,395 | -100.0% | -0.05% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -6,720 | -100.0% | -0.06% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -3,012 | -100.0% | -0.06% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -2,902 | -100.0% | -0.06% | – |
| NSRGY | Exit | NESTLE S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | – | -2,265 | -100.0% | -0.06% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -546 | -100.0% | -0.06% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,669 | -100.0% | -0.07% | – |
| INTC | Exit | INTEL CORP | $0 | – | -7,803 | -100.0% | -0.07% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -3,130 | -100.0% | -0.07% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -2,879 | -100.0% | -0.07% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -3,148 | -100.0% | -0.07% | – |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -3,395 | -100.0% | -0.07% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -6,434 | -100.0% | -0.08% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -2,361 | -100.0% | -0.08% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,287 | -100.0% | -0.08% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -6,000 | -100.0% | -0.08% | – |
| ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -6,500 | -100.0% | -0.08% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -2,828 | -100.0% | -0.09% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -7,635 | -100.0% | -0.09% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -4,160 | -100.0% | -0.09% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -5,400 | -100.0% | -0.09% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -5,337 | -100.0% | -0.09% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -5,869 | -100.0% | -0.10% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -2,335 | -100.0% | -0.10% | – |
| NULG | Exit | NUSHARES ETF TRnuveen esg lrgcp | $0 | – | -6,887 | -100.0% | -0.10% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -3,499 | -100.0% | -0.10% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSem mk gov bd etf | $0 | – | -7,009 | -100.0% | -0.10% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -2,333 | -100.0% | -0.11% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -3,392 | -100.0% | -0.12% | – |
| GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -17,849 | -100.0% | -0.12% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -34,380 | -100.0% | -0.12% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -3,831 | -100.0% | -0.12% | – |
| NUSC | Exit | NUSHARES ETF TRnuveen esg smlcp | $0 | – | -14,918 | -100.0% | -0.13% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -8,142 | -100.0% | -0.14% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -4,086 | -100.0% | -0.14% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -6,726 | -100.0% | -0.15% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -8,229 | -100.0% | -0.16% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -2,571 | -100.0% | -0.17% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -12,210 | -100.0% | -0.17% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -25,070 | -100.0% | -0.18% | – |
| SGOL | Exit | ABRDN GOLD ETF TRUST | $0 | – | -43,580 | -100.0% | -0.19% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -8,600 | -100.0% | -0.19% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -1,918 | -100.0% | -0.20% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -3,245 | -100.0% | -0.21% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -3,939 | -100.0% | -0.22% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -14,085 | -100.0% | -0.22% | – |
| VOX | Exit | VANGUARD WORLD FDS | $0 | – | -8,946 | -100.0% | -0.23% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -9,500 | -100.0% | -0.24% | – |
| VCR | Exit | VANGUARD WORLD FDSconsum dis etf | $0 | – | -3,854 | -100.0% | -0.25% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -20,663 | -100.0% | -0.25% | – |
| WMT | Exit | WALMART INC | $0 | – | -6,756 | -100.0% | -0.26% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -22,141 | -100.0% | -0.27% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -3,370 | -100.0% | -0.29% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -17,175 | -100.0% | -0.29% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -24,848 | -100.0% | -0.29% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -23,352 | -100.0% | -0.29% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -9,370 | -100.0% | -0.30% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -7,340 | -100.0% | -0.31% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -8,497 | -100.0% | -0.32% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -2,650 | -100.0% | -0.32% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -19,578 | -100.0% | -0.34% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -32,452 | -100.0% | -0.34% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -15,061 | -100.0% | -0.35% | – |
| DSI | Exit | ISHARES TRmsci kld400 soc | $0 | – | -17,696 | -100.0% | -0.35% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -13,833 | -100.0% | -0.37% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -12,412 | -100.0% | -0.37% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -8,600 | -100.0% | -0.38% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -31,919 | -100.0% | -0.39% | – |
| IXJ | Exit | ISHARES TRglob hlthcre etf | $0 | – | -20,797 | -100.0% | -0.42% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -18,410 | -100.0% | -0.42% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -5,653 | -100.0% | -0.43% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -17,980 | -100.0% | -0.45% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -4,519 | -100.0% | -0.47% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -30,276 | -100.0% | -0.49% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -17,395 | -100.0% | -0.54% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -10,517 | -100.0% | -0.54% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -60,239 | -100.0% | -0.57% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -12,792 | -100.0% | -0.60% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -33,941 | -100.0% | -0.62% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -12,677 | -100.0% | -0.64% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -21,164 | -100.0% | -0.67% | – |
| ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -37,616 | -100.0% | -0.69% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -64,759 | -100.0% | -0.74% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -43,505 | -100.0% | -0.75% | – |
| VSGX | Exit | VANGUARD WORLD FDesg intl stk etf | $0 | – | -68,659 | -100.0% | -0.84% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -10,822 | -100.0% | -0.94% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -21,027 | -100.0% | -0.96% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -70,500 | -100.0% | -0.99% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -31,558 | -100.0% | -1.22% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -13,044 | -100.0% | -1.24% | – |
| IGM | Exit | ISHARES TRexpnd tec sc etf | $0 | – | -13,421 | -100.0% | -1.24% | – |
| VCLT | Exit | VANGUARD SCOTTSDALE FDSlg-term cor bd | $0 | – | -73,120 | -100.0% | -1.27% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -131,966 | -100.0% | -1.40% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -28,748 | -100.0% | -1.64% | – |
| AAPL | Exit | APPLE INC | $0 | – | -42,125 | -100.0% | -1.75% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -69,475 | -100.0% | -1.82% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -31,794 | -100.0% | -2.05% | – |
| IAU | Exit | ISHARES GOLD TRUST | $0 | – | -248,871 | -100.0% | -2.11% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -57,952 | -100.0% | -2.19% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -132,174 | -100.0% | -2.41% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -135,350 | -100.0% | -2.50% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -182,952 | -100.0% | -2.66% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -159,150 | -100.0% | -2.70% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -110,824 | -100.0% | -2.97% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -91,791 | -100.0% | -3.07% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -40,792 | -100.0% | -4.11% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -312,160 | -100.0% | -5.70% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -461,904 | -100.0% | -6.00% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -372,992 | -100.0% | -9.36% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -232,988 | -100.0% | -15.40% | – |
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.