$207 Million is the total value of RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's 95 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMD | New | ADVANCED MICRO DEVICES INC | $240,125 | – | 2,450 | +100.0% | 0.12% | – |
New | PRIME MEDICINE INC | $183,885 | – | 14,950 | +100.0% | 0.09% | – | |
New | DIMENSIONAL ETF TRUSTemerging mkts va | $88,200 | – | 3,773 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMERICAN CENTY ETF TR | 4 | Q3 2023 | 14.7% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 14.0% |
AMERICAN CENTY ETF TR | 4 | Q3 2023 | 12.9% |
AMERICAN CENTY ETF TR | 4 | Q3 2023 | 8.3% |
APPLE INC | 4 | Q3 2023 | 8.5% |
AMERICAN CENTY ETF TR | 4 | Q3 2023 | 4.9% |
AMERICAN CENTY ETF TR | 4 | Q3 2023 | 4.2% |
AMERICAN CENTY ETF TR | 4 | Q3 2023 | 3.8% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.4% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 2.2% |
View RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-10 |
13F-HR | 2024-02-02 |
13F-HR | 2023-10-30 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-10 |
View RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC'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.