- New Purchases: BIL, JPM, IWM, ZFSVF, ABLZF, SSREF,
- Added Positions: VUG, VYM, VXUS, SHV, VCIT, VIG, VGT, VHT, VOT, VOO, BND, VTIP, VGSH, EMB, BSV, MUB, GDX, IAU, VCLT, SO, VBR, VNQ, ICLN, RING, HYG, VB, VTEB, VEA, VBK, PFF, IBB, NLY, MINT, MGK, PG, VO, VOE, AMZN, BOND, PEP, GOOGL, SCHC, VWOB,
- Reduced Positions: AAPL, LQD, GNR, BRK.B, BNDX, VCSH, IGM, GUNR, VPL, VGK, VAW, SCHO, IXUS, IVE, EFG, EEM, BABA, IJT, EEMV, TIP, BLV, MSFT, JNJ, GLD, CSCO, UNH,
- Sold Out: ORCL, XOM, IWP,
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.- Vanguard Growth ETF (VUG) - 155,937 shares, 10.96% of the total portfolio. Shares added by 9.08%
- Vanguard High Dividend Yield Index Fund (VYM) - 194,966 shares, 7.05% of the total portfolio. Shares added by 10.52%
- Vanguard Total International Stock (VXUS) - 290,134 shares, 6.23% of the total portfolio. Shares added by 5.99%
- Vanguard Short-Term Corporate Bond ETF (VCSH) - 168,635 shares, 5.27% of the total portfolio. Shares reduced by 1.05%
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 101,725 shares, 3.58% of the total portfolio. Shares added by 9.76%
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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