White Lighthouse Investment Management Inc. Buys SPDR Barclays 1-3 Month T-Bill ETF, Vanguard Short-Term Government Bond ETF, iShares J.P. Morgan USD Emerging Markets Bond ETF, Sells Apple Inc, iShares iBoxx $ Investment Grade Corporate Bond ET, Oracle Co

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Jan 25, 2020
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Investment company White Lighthouse Investment Management Inc. (Current Portfolio) buys SPDR Barclays 1-3 Month T-Bill ETF, Vanguard Short-Term Government Bond ETF, iShares J.P. Morgan USD Emerging Markets Bond ETF, JPMorgan Chase, iShares Russell 2000 ETF, sells Apple Inc, iShares iBoxx $ Investment Grade Corporate Bond ET, Oracle Corp, Exxon Mobil Corp, SPDR S&P Global Natural Resources ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, White Lighthouse Investment Management Inc.. As of 2019Q4, White Lighthouse Investment Management Inc. owns 117 stocks with a total value of $259 million. These are the details of the buys and sells.

For the details of White Lighthouse Investment Management Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/white+lighthouse+investment+management+inc./current-portfolio/portfolio

These are the top 5 holdings of White Lighthouse Investment Management Inc.
  1. Vanguard Growth ETF (VUG) - 155,937 shares, 10.96% of the total portfolio. Shares added by 9.08%
  2. Vanguard High Dividend Yield Index Fund (VYM) - 194,966 shares, 7.05% of the total portfolio. Shares added by 10.52%
  3. Vanguard Total International Stock (VXUS) - 290,134 shares, 6.23% of the total portfolio. Shares added by 5.99%
  4. Vanguard Short-Term Corporate Bond ETF (VCSH) - 168,635 shares, 5.27% of the total portfolio. Shares reduced by 1.05%
  5. Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 101,725 shares, 3.58% of the total portfolio. Shares added by 9.76%
New Purchase: SPDR Barclays 1-3 Month T-Bill ETF (BIL)

White Lighthouse Investment Management Inc. initiated holding in SPDR Barclays 1-3 Month T-Bill ETF. The purchase prices were between $91.08 and $91.43, with an estimated average price of $91.27. The stock is now traded at around $91.52. The impact to a portfolio due to this purchase was 0.48%. The holding were 13,600 shares as of .

New Purchase: iShares Russell 2000 ETF (IWM)

White Lighthouse Investment Management Inc. initiated holding in iShares Russell 2000 ETF. The purchase prices were between $145.92 and $166.68, with an estimated average price of $157.72. The stock is now traded at around $165.39. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,340 shares as of .

New Purchase: JPMorgan Chase & Co (JPM)

White Lighthouse Investment Management Inc. initiated holding in JPMorgan Chase & Co. The purchase prices were between $111.82 and $139.4, with an estimated average price of $128.65. The stock is now traded at around $133.15. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,709 shares as of .

New Purchase: ABB Ltd (ABLZF)

White Lighthouse Investment Management Inc. initiated holding in ABB Ltd. The purchase prices were between $17.95 and $24.3, with an estimated average price of $21.39. The stock is now traded at around $24.11. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,969 shares as of .

New Purchase: Zurich Insurance Group AG (ZFSVF)

White Lighthouse Investment Management Inc. initiated holding in Zurich Insurance Group AG. The purchase prices were between $373.05 and $412, with an estimated average price of $394.06. The stock is now traded at around $418.50. The impact to a portfolio due to this purchase was 0.08%. The holding were 494 shares as of .

New Purchase: Swiss Re AG (SSREF)

White Lighthouse Investment Management Inc. initiated holding in Swiss Re AG. The purchase prices were between $100.85 and $111.95, with an estimated average price of $106.57. The stock is now traded at around $113.90. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,911 shares as of .

Added: Vanguard Short-Term Government Bond ETF (VGSH)

White Lighthouse Investment Management Inc. added to a holding in Vanguard Short-Term Government Bond ETF by 38.76%. The purchase prices were between $60.69 and $61.1, with an estimated average price of $60.87. The stock is now traded at around $60.99. The impact to a portfolio due to this purchase was 0.14%. The holding were 21,081 shares as of .

Added: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

White Lighthouse Investment Management Inc. added to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 20.17%. The purchase prices were between $110.83 and $114.74, with an estimated average price of $112.2. The stock is now traded at around $114.78. The impact to a portfolio due to this purchase was 0.11%. The holding were 15,452 shares as of .

Added: Southern Co (SO)

White Lighthouse Investment Management Inc. added to a holding in Southern Co by 48.06%. The purchase prices were between $60.33 and $63.86, with an estimated average price of $61.99. The stock is now traded at around $69.44. The impact to a portfolio due to this purchase was 0.08%. The holding were 10,474 shares as of .

Added: VanEck Vectors Gold Miners ETF (GDX)

White Lighthouse Investment Management Inc. added to a holding in VanEck Vectors Gold Miners ETF by 22.52%. The purchase prices were between $26.01 and $29.49, with an estimated average price of $27.17. The stock is now traded at around $29.22. The impact to a portfolio due to this purchase was 0.08%. The holding were 36,200 shares as of .

Added: iShares S&P Global Clean Energy Index Fund (ICLN)

White Lighthouse Investment Management Inc. added to a holding in iShares S&P Global Clean Energy Index Fund by 96.01%. The purchase prices were between $10.55 and $11.81, with an estimated average price of $11.03. The stock is now traded at around $12.43. The impact to a portfolio due to this purchase was 0.05%. The holding were 24,560 shares as of .

Added: iShares MSCI Global Gold Miners ETF (RING)

White Lighthouse Investment Management Inc. added to a holding in iShares MSCI Global Gold Miners ETF by 28.87%. The purchase prices were between $21.21 and $24.15, with an estimated average price of $22.24. The stock is now traded at around $24.06. The impact to a portfolio due to this purchase was 0.05%. The holding were 25,620 shares as of .

Sold Out: Oracle Corp (ORCL)

White Lighthouse Investment Management Inc. sold out a holding in Oracle Corp. The sale prices were between $52.7 and $56.89, with an estimated average price of $55.07.

Sold Out: Exxon Mobil Corp (XOM)

White Lighthouse Investment Management Inc. sold out a holding in Exxon Mobil Corp. The sale prices were between $66.7 and $73.09, with an estimated average price of $69.16.

Sold Out: iShares Russell Mid-Cap Growth ETF (IWP)

White Lighthouse Investment Management Inc. sold out a holding in iShares Russell Mid-Cap Growth ETF. The sale prices were between $137.35 and $153.26, with an estimated average price of $146.52.



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