WL

White Lighthouse Investment Management Inc.

13F
White Lighthouse Investment Management Inc.
Last update 2025-05-12 132 Stocks (4 new)
Value $560.00 Mil Turnover 2 %
Countries:
Top Holdings: VUG(15.46%)VYM(10.18%)VXUS(6.42%)SHV(5.66%)VCSH(4.47%)
Summary Stock Picks Current Portfolio
White Lighthouse Investment Ma... 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
VUG
Vanguard Growth ETF
233,414
86,554.7
-0.50%
15.460
-0.08%
0.060
+22.07%
+10.46%
166,080.2
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
441,874
56,984.0
+1.59%
10.180
+0.16%
0.090
+10.99%
+8.07%
59,515.8
 
VXUS
Vanguard Total International Stock
578,467
35,922.8
+2.44%
6.420
+0.15%
0.050
+12.30%
+21.01%
93,859.7
 
SHV
iShares Short Treasury Bond ETF
287,038
31,706.3
+12.74%
5.660
+0.64%
0.140
+1.00%
+2.31%
20,787.5
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
317,159
25,036.5
-0.54%
4.470
-0.02%
0.070
+1.68%
+3.80%
34,938.6
 
BND
Vanguard Total Bond Market ETF
299,142
21,972.0
+6.11%
3.930
+0.23%
0.020
+0.98%
+3.40%
127,600.9
 
VTV
Vanguard Value ETF
111,471
19,255.5
+6.73%
3.440
+0.22%
0.010
+9.57%
+7.46%
135,011.0
 
VGT
Vanguard Information Technology ETF
34,075
18,481.9
-7.68%
3.300
-0.31%
0.020
+27.76%
+10.77%
85,761.7
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
208,182
17,021.0
-0.82%
3.040
-0.02%
0.030
+2.79%
+5.09%
53,299.6
 
IAU
iShares Gold Trust
236,508
13,944.5
-4.48%
2.490
-0.10%
0.030
+0.78%
+28.32%
48,420.9
 

White Lighthouse Investment Management Inc.'s Historical Top Holdings Breakdowns

White Lighthouse Investment Management Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SHV
iShares Short Treasury Bond ETF
2025-03-31
Add
Add
+0.64%
●
110.11 ($110.29) 110.51
$110.34
0.05%
Add 12.74%
287,038
32,443
VGT
Vanguard Information Technology ETF
2025-03-31
Reduce
Reduce
-0.31%
●
542.38 ($602.71) 646.34
$687.13
14.01%
Reduce -7.68%
34,075
-2,834
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.23%
●
71.17 ($72.57) 73.66
$72.94
0.51%
Add 6.11%
299,142
17,229
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.22%
●
167.73 ($174.39) 179.21
$179.89
3.15%
Add 6.73%
111,471
7,033
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-03-31
Add
Add
+0.16%
●
126.11 ($130.91) 135.06
$136.08
3.95%
Add 1.59%
441,874
6,907
VXUS
Vanguard Total International Stock
2025-03-31
Add
Add
+0.15%
●
58.01 ($61.77) 64.46
$70.59
14.28%
Add 2.44%
578,467
13,777
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Reduce
Reduce
-0.14%
●
76.94 ($77.63) 78.28
$78.35
0.93%
Reduce -8.6%
109,344
-10,282
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.14%
●
271.18 ($290.53) 303.12
$312.30
7.49%
Add 27.05%
13,310
2,834
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Reduce
Reduce
-0.12%
●
360.07 ($394.62) 417.26
$437.85
10.95%
Reduce -6.93%
23,345
-1,739
JNK
SPDR Bloomberg High Yield Bond ETF
2025-03-31
Add
Add
+0.11%
●
94.86 ($96.18) 97.12
$96.94
0.79%
Add 91.69%
12,933
6,186

White Lighthouse Investment Management Inc. Total Holding History ($B)

To

White Lighthouse Investment Management Inc.'s Asset Allocation

To

White Lighthouse Investment Management Inc. Past Portfolios

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

Top Ranked Articles

  • 1

White Lighthouse Investment Management Inc.'s Hypothetical Growth since 2025-03-31

White Lighthouse Investment Management Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

White Lighthouse Investment Management Inc.'s Holdings Heat Map

Size field:

White Lighthouse Investment Management Inc.'s Holdings Bubble Chart

White Lighthouse Investment Management Inc. News

  • 1

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