Filer Name: WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.
CIK: 1727593
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 133
Portfolio Value: $0.57B

White Lighthouse Investment Management Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VUG US VANGUARD GROWTH ETF 234,583 $96M 16.92% -0.3% -
VYM US VANGUARD HIGH DVD YIELD ETF 434,967 $55M 9.75% 1.2% -
VXUS US VANGUARD TOTAL INTL STOCK 564,690 $33M 5.85% 5.5% -
SHV US ISHARES SHORT TREASURY BOND 254,595 $28M 4.93% 23.7% -
VCSH US VANGUARD S/T CORP BOND ETF 318,884 $25M 4.37% 0.6% -
VGT US VANGUARD INFO TECH ETF 36,909 $23M 4.03% -1.9% -
BND US VANGUARD TOTAL BOND MARKET 281,913 $20M 3.56% 10.6% -
VTV US VANGUARD VALUE ETF 104,438 $18M 3.11% 3.4% -
VCIT US VANGUARD INT-TERM CORPORATE 209,905 $17M 2.96% 4.4% -
IXUS US ISHARES CORE INTL STOCK ETF 196,108 $13M 2.28% 2.6% -
IAU US ISHARES GOLD TRUST 247,594 $12M 2.15% -2.4% -
VIG US VANGUARD DIVIDEND APPREC ETF 53,593 $10M 1.84% -4.7% -
IWF US ISHARES RUSSELL 1000 GROWTH 25,084 $10M 1.77% -4.5% -
BSV US VANGUARD SHORT-TERM BOND ETF 119,626 $9M 1.62% 4.2% -
VOO US VANGUARD S&P 500 ETF 16,504 $9M 1.56% -1.3% -
DVY US ISHARES SELECT DIVIDEND ETF 66,445 $9M 1.53% -3.5% -
IGM US ISHARES EXPANDED TECH SECTOR 78,815 $8M 1.41% -0.1% -
AAPL US APPLE INC 31,321 $8M 1.38% 2.8% -
VHT US VANGUARD HEALTH CARE ETF 27,680 $7M 1.23% -0.6% -
VBR US VANGUARD SMALL-CAP VALUE ETF 33,009 $7M 1.15% 2.3% -
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