$412 Million is the total value of White Lighthouse Investment Management Inc.'s 118 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PSA | Exit | PUBLIC STORAGE | $0 | – | -750 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-18
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 | 2024-01-23 |
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 |
13F-HR | 2021-10-20 |
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.