The Analysis of White Lighthouse Investment Management Inc.'s Holdings
Currently, White Lighthouse Investment Management Inc. holds 150 types of securities in its portfolio with a total value $716.4M. In the most recent quarter, they have increased their positions in SHV (+148.9K shares, valued at $16.4M), BIL (+76.5K shares, valued at $7.0M), BND (+54.5K shares, valued at $4.0M); decreased their positions in VCLT (-12.9K shares, valued at $975.1K), N/A (-9.0K shares, valued at $728.5K), BLV (-9.3K shares, valued at $646.8K); initiated new positions in N/A (+10.0K shares, valued at $657.1K), XLV (+2.6K shares, valued at $395.2K), PYLD (+14.3K shares, valued at $381.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS240.2K shares0.86%2025-12-312026-02-09
VYM VANGUARD WHITEHALL FDS471.8K shares1.92%2025-12-312026-02-09 SHV ISHARES TR472.4K shares46.02%2025-12-312026-02-09 VXUS VANGUARD STAR FDS593.5K shares2.66%2025-12-312026-02-09 VCSH VANGUARD SCOTTSDALE FDS365.9K shares3.68%2025-12-312026-02-09 BND VANGUARD BD INDEX FDS371.3K shares17.21%2025-12-312026-02-09 VTV VANGUARD INDEX FDS131.3K shares4.42%2025-12-312026-02-09 VGT VANGUARD WORLD FD32.7K shares-2.31%2025-12-312026-02-09 VCIT VANGUARD SCOTTSDALE FDS200.5K shares1.35%2025-12-312026-02-09 IXUS ISHARES TR187.6K shares-0.56%2025-12-312026-02-09 IGM ISHARES TR114.0K shares10.92%2025-12-312026-02-09 VIG VANGUARD SPECIALIZED FUNDS52.6K shares3.07%2025-12-312026-02-09 IWF ISHARES TR22.7K shares-1.73%2025-12-312026-02-09 DVY ISHARES TR70.4K shares3.90%2025-12-312026-02-09 BSV VANGUARD BD INDEX FDS117.5K shares2.77%2025-12-312026-02-09 VBR VANGUARD INDEX FDS36.0K shares2.95%2025-12-312026-02-09 BIL SPDR SERIES TRUST79.4K shares2636.11%2025-12-312026-02-09 VHT VANGUARD WORLD FD24.5K shares-5.89%2025-12-312026-02-09 VTIP VANGUARD MALVERN FDS131.9K shares5.42%2025-12-312026-02-09 AAPL APPLE INC23.6K shares-0.92%2025-12-312026-02-09 VB VANGUARD INDEX FDS24.6K shares3.47%2025-12-312026-02-09 VSGX VANGUARD WORLD FD77.4K shares0.85%2025-12-312026-02-09 ESGV VANGUARD WORLD FD45.3K shares8.04%2025-12-312026-02-09 VNQ VANGUARD INDEX FDS59.7K shares-2.45%2025-12-312026-02-09 SCHD SCHWAB STRATEGIC TR187.7K shares52.35%2025-12-312026-02-09 VO VANGUARD INDEX FDS17.1K shares1.11%2025-12-312026-02-09 VTI VANGUARD INDEX FDS13.3K shares-0.40%2025-12-312026-02-09 VGSH VANGUARD SCOTTSDALE FDS74.4K shares7.07%2025-12-312026-02-09 VCLT VANGUARD SCOTTSDALE FDS56.7K shares-18.48%2025-12-312026-02-09 MSFT MICROSOFT CORP8.8K shares24.93%2025-12-312026-02-09 IUSB ISHARES TR85.3K shares1.68%2025-12-312026-02-09 BIV VANGUARD BD INDEX FDS49.7K shares2.65%2025-12-312026-02-09 VOT VANGUARD INDEX FDS12.7K shares5.90%2025-12-312026-02-09 VPU VANGUARD WORLD FD18.7K shares-0.31%2025-12-312026-02-09 VOE VANGUARD INDEX FDS18.5K shares-0.32%2025-12-312026-02-09 ALPHABET INC ALPHABET INC10.1K shares30.81%2025-12-312026-02-09 GLD SPDR GOLD TR7.1K shares5.98%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR4.1K shares3.26%2025-12-312026-02-09 AZN ASTRAZENECA PLC30.4K shares-7.19%2025-12-312026-02-09 AMZN AMAZON COM INC11.9K shares2.45%2025-12-312026-02-09 VWO VANGUARD INTL EQUITY INDEX F50.9K shares51.06%2025-12-312026-02-09 MUB ISHARES TR24.1K shares0.86%2025-12-312026-02-09 ESGU ISHARES TR17.1K shares-1.07%2025-12-312026-02-09 SCHP SCHWAB STRATEGIC TR93.5K shares7.01%2025-12-312026-02-09 IUSG ISHARES TR12.5K shares21.90%2025-12-312026-02-09 VGK VANGUARD INTL EQUITY INDEX F24.1K shares96.21%2025-12-312026-02-09 XLK SELECT SECTOR SPDR TR13.2K shares588.72%2025-12-312026-02-09 PM PHILIP MORRIS INTL INC11.3K shares8.11%2025-12-312026-02-09 IJT ISHARES TR12.8K shares-0.12%2025-12-312026-02-09 VCR VANGUARD WORLD FD4.4K shares-3.56%2025-12-312026-02-09 VOX VANGUARD WORLD FD8.9K shares-0.59%2025-12-312026-02-09 WMT WALMART INC15.2K shares0.90%2025-12-312026-02-09 ESGD ISHARES TR17.5K shares-10.25%2025-12-312026-02-09 DSI ISHARES TR12.8K shares0.01%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS26.2K shares0.04%2025-12-312026-02-09 IXJ ISHARES TR16.3K shares-10.43%2025-12-312026-02-09 VEU VANGUARD INTL EQUITY INDEX F21.4K shares-0.23%2025-12-312026-02-09 IBB ISHARES TR9.3K shares-9.93%2025-12-312026-02-09 IVV ISHARES TR2.2K shares0.09%2025-12-312026-02-09 ETFS GOLD TR ETFS GOLD TR34.6K shares-6.37%2025-12-312026-02-09 CAT CATERPILLAR INC2.5K shares0.00%2025-12-312026-02-09 SUB ISHARES TR12.6K shares0.00%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON6.3K shares1.05%2025-12-312026-02-09 ALPHABET INC ALPHABET INC4.1K shares39.39%2025-12-312026-02-09 VWOB VANGUARD WHITEHALL FDS19.0K shares53.60%2025-12-312026-02-09 VTEB VANGUARD MUN BD FDS24.3K shares6.52%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.3.7K shares116.57%2025-12-312026-02-09 AMGN AMGEN INC3.6K shares3.00%2025-12-312026-02-09 NULG NUSHARES ETF TR10.5K shares3.00%2025-12-312026-02-09 SUSC ISHARES TR43.6K shares15.20%2025-12-312026-02-09 ICF ISHARES TR16.0K shares-2.58%2025-12-312026-02-09 VFH VANGUARD WORLD FD7.0K shares2.74%2025-12-312026-02-09 IGSB ISHARES TR17.6K shares1.56%2025-12-312026-02-09 NVDA NVIDIA CORPORATION4.8K shares15.04%2025-12-312026-02-09 SO SOUTHERN CO9.8K shares19.22%2025-12-312026-02-09 QUAL ISHARES TR4.2K shares18.20%2025-12-312026-02-09 GDX VANECK ETF TRUST9.5K shares-13.84%2025-12-312026-02-09 IJR ISHARES TR6.8K shares0.74%2025-12-312026-02-09 SOXX ISHARES TR2.6K shares46.40%2025-12-312026-02-09 EMB ISHARES TR7.9K shares13.24%2025-12-312026-02-09 PG PROCTER AND GAMBLE CO5.3K shares0.55%2025-12-312026-02-09 ESGE ISHARES INC16.5K shares-3.11%2025-12-312026-02-09 MGK VANGUARD WORLD FD1.8K shares0.00%2025-12-312026-02-09 MAR MARRIOTT INTL INC NEW2.3K shares0.00%2025-12-312026-02-09 NUSC NUSHARES ETF TR15.9K shares12.82%2025-12-312026-02-09 BLV VANGUARD BD INDEX FDS9.5K shares-49.57%2025-12-312026-02-09 EW EDWARDS LIFESCIENCES CORP7.1K shares-14.80%2025-12-312026-02-09 UNH UNITEDHEALTH GROUP INC1.8K shares-3.35%2025-12-312026-02-09 BROADCOM INC BROADCOM INC1.7K shares22.59%2025-12-312026-02-09 VV VANGUARD INDEX FDS1.8K shares1.42%2025-12-312026-02-09 MO ALTRIA GROUP INC9.2K shares0.02%2025-12-312026-02-09 AFRM AFFIRM HLDGS INC7.1K shares21.87%2025-12-312026-02-09 VPL VANGUARD INTL EQUITY INDEX F5.8K shares-1.36%2025-12-312026-02-09 CSCO CISCO SYS INC6.6K shares-2.02%2025-12-312026-02-09 HYG ISHARES TR6.3K shares49.64%2025-12-312026-02-09 BTI BRITISH AMERN TOB PLC8.9K shares-27.30%2025-12-312026-02-09 EFA ISHARES TR5.2K shares119.17%2025-12-312026-02-09 BNDX VANGUARD CHARLOTTE FDS10.0K shares3.88%2025-12-312026-02-09 SCHG SCHWAB STRATEGIC TR14.7K shares-2.70%2025-12-312026-02-09 IWP ISHARES TR3.5K shares27.38%2025-12-312026-02-09 MTUM ISHARES TR1.6K shares-19.28%2025-12-312026-02-09 XLV SELECT SECTOR SPDR TR2.6K sharesnew addition2025-12-312026-02-09 ASML ASML HOLDING N V365 shares2.24%2025-12-312026-02-09 XOM EXXON MOBIL CORP3.2K shares3.50%2025-12-312026-02-09 PYLD PIMCO ETF TR14.3K sharesnew addition2025-12-312026-02-09 VONG VANGUARD SCOTTSDALE FDS3.1K shares-7.98%2025-12-312026-02-09 ICLN ISHARES TR22.7K shares11.01%2025-12-312026-02-09 TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K sharesnew addition2025-12-312026-02-09 VCEB VANGUARD WORLD FD5.7K shares31.13%2025-12-312026-02-09 ICSH ISHARES TR7.0K shares0.00%2025-12-312026-02-09 HD HOME DEPOT INC1.0K shares34.08%2025-12-312026-02-09 SCHC SCHWAB STRATEGIC TR7.2K shares3.46%2025-12-312026-02-09 SUSA ISHARES TR2.3K shares0.00%2025-12-312026-02-09 AGG ISHARES TR3.2K shares15.24%2025-12-312026-02-09 SPGI S&P GLOBAL INC613 shares0.00%2025-12-312026-02-09 SPYG SPDR SERIES TRUST2.7K shares-1.26%2025-12-312026-02-09 UNP UNION PAC CORP1.2K shares9.24%2025-12-312026-02-09 LMT LOCKHEED MARTIN CORP564 shares-1.05%2025-12-312026-02-09 PEP PEPSICO INC1.9K shares9.76%2025-12-312026-02-09 ISRG INTUITIVE SURGICAL INC473 shares5.11%2025-12-312026-02-09 XLF SELECT SECTOR SPDR TR4.8K sharesnew addition2025-12-312026-02-09 VBK VANGUARD INDEX FDS866 shares-1.81%2025-12-312026-02-09 CVX CHEVRON CORP NEW1.7K shares1.95%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW289 shares-2.69%2025-12-312026-02-09 PANW PALO ALTO NETWORKS INC1.4K shares0.00%2025-12-312026-02-09 XLC SELECT SECTOR SPDR TR2.1K sharesnew addition2025-12-312026-02-09 IEMG ISHARES INC3.5K sharesnew addition2025-12-312026-02-09 V VISA INC656 sharesnew addition2025-12-312026-02-09 ORCL ORACLE CORP1.1K shares-5.58%2025-12-312026-02-09 KBWB INVESCO EXCH TRADED FD TR II2.6K sharesnew addition2025-12-312026-02-09 VYMI VANGUARD WHITEHALL FDS2.4K shares-2.05%2025-12-312026-02-09 SHE SPDR SERIES TRUST1.7K sharesnew addition2025-12-312026-02-09 DE DEERE & CO465 shares0.00%2025-12-312026-02-09 SCHF SCHWAB STRATEGIC TR9.0K shares-3.09%2025-12-312026-02-09 SPYV SPDR SERIES TRUST3.8K shares1.42%2025-12-312026-02-09 GSLC GOLDMAN SACHS ETF TR1.6K shares-1.55%2025-12-312026-02-09 RING ISHARES INC2.8K shares-38.42%2025-12-312026-02-09 BN BROOKFIELD CORP4.5K sharesnew addition2025-12-312026-02-09 SCHO SCHWAB STRATEGIC TR8.3K shares0.00%2025-12-312026-02-09 QCOM QUALCOMM INC1.2K sharesnew addition2025-12-312026-02-09 PDBC INVESCO ACTVELY MNGD ETC FD13.5K shares0.33%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available