RL

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

13F
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
Last update 2025-04-28 106 Stocks (2 new)
Value $245.00 Mil Turnover 6 %
Countries:
Top Holdings: AVUS(15.60%)DFAC(14.29%)AVUV(13.13%)AVDE(8.35%)AAPL(6.54%)
Summary Stock Picks Current Portfolio
RED LIGHTHOUSE INVESTMENT MANA... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVUS
Avantis U.S. Equity ETF
427,809
38,288.9
+0.75%
15.600
+0.12%
0.520
+17.98%
+7.47%
8,965.9
 
DFAC
Dimensional U.S. Core Equity 2 ETF
1,097,481
35,064.5
+0.94%
14.290
+0.13%
0.120
+17.85%
+7.21%
35,920.7
 
AVUV
Avantis U.S. Small Cap Value ETF
343,714
32,209.4
+1.25%
13.130
+0.16%
0.200
+18.68%
+0.66%
17,237.3
 
AVDE
Avantis International Equity ETF
321,344
20,482.5
+8.78%
8.350
+0.67%
0.350
+15.04%
+25.86%
7,667.9
 
AAPL
Apple Inc
93,531
16,038.7
+5.75%
6.540
+0.36%
0.000
+4.48%
-14.54%
3,188,670.4
Hardware
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
174,110
11,466.9
-2.17%
4.670
-0.10%
0.160
+19.55%
+29.91%
10,131.9
 
AVES
Avantis Emerging Markets Value ETF
215,670
10,220.6
-0.92%
4.170
-0.04%
1.720
+19.75%
+21.80%
758.9
 
MSFT
Microsoft Corp
15,204
6,396.6
-10.26%
2.610
-0.27%
0.000
+34.96%
+20.11%
3,748,566.3
Software
DFAT
Dimensional U.S. Targeted Value ETF
104,544
5,690.3
+6.38%
2.320
+0.14%
0.050
+17.98%
+2.54%
11,210.7
 
VTI
Vanguard Total Stock Market ETF
21,658
5,628.9
+349.52%
2.290
+1.78%
0.000
+18.52%
+8.11%
476,700.8
 

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's Historical Top Holdings Breakdowns

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+1.78%
●
271.18 ($290.53) 303.12
$311.60
7.25%
Add 349.52%
21,658
16,840
DFGP
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
2025-03-31
Reduce
Reduce
-0.71%
●
52.15 ($53.16) 53.93
$54.37
2.28%
Reduce -92.78%
2,665
-34,258
AVDE
Avantis International Equity ETF
2025-03-31
Add
Add
+0.67%
●
60.63 ($65.05) 68.55
$76.00
16.83%
Add 8.78%
321,344
25,926
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.66%
●
217.89 ($238.81) 252.64
$246.91
3.39%
Add 1324.49%
7,621
7,086
IWD
iShares Russell 1000 Value ETF
2025-03-31
Add
Add
+0.58%
●
182.82 ($190.45) 196.21
$198.71
4.34%
Add 608.72%
9,270
7,962
VWOB
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
2025-03-31
Add
Add
+0.45%
●
62.87 ($64.11) 65.14
$65.20
1.71%
Add 129.19%
30,492
17,188
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Reduce
Reduce
-0.44%
●
40.79 ($41.67) 42.32
$41.96
0.69%
Reduce -49.09%
28,000
-27,000
GMED
Globus Medical Inc
2025-03-31
Sold Out
Sold Out
-0.44%
●
69.68 ($82.63) 93.32
$54.12
-34.50%
Sold Out
0
-13,322
DFAR
Dimensional US Real Estate ETF
2025-03-31
Sold Out
Sold Out
-0.43%
●
22.35 ($23.59) 24.51
$24.07
2.03%
Sold Out
0
-46,180
AAPL
Apple Inc
2025-03-31
Add
Add
+0.36%
●
209.68 ($231.67) 247.1
$213.49
-7.85%
Add 5.75%
93,531
5,086

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC Total Holding History ($B)

To

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's Asset Allocation

To

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's Holdings Heat Map

Size field:

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's Holdings Bubble Chart

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC News

  • 1

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