HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VUG) |
234,397 | +1,409 | $72,869 |
| VUG | 234,397 | +1,409 | $72,869 |
| VANGUARD WHITEHALL FDS (VYM) |
392,358 | +19,366 | $43,799 |
| VYM | 392,358 | +19,366 | $43,799 |
| VANGUARD STAR FDS (VXUS) |
479,303 | +17,399 | $27,780 |
| VXUS | 479,303 | +17,399 | $27,780 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
291,695 | -20,465 | $22,568 |
| VCSH | 291,695 | -20,465 | $22,568 |
| VANGUARD WORLD FDS (VGT) |
40,398 | -394 | $19,553 |
| VGT | 40,398 | -394 | $19,553 |
| VANGUARD BD INDEX FDS (BND) |
192,882 | +33,732 | $14,186 |
| BND | 192,882 | +33,732 | $14,186 |
| VANGUARD INDEX FDS (VTV) |
93,460 | +1,669 | $13,972 |
| VTV | 93,460 | +1,669 | $13,972 |
| ISHARES TR (SHV) |
123,423 | +12,599 | $13,593 |
| SHV | 123,423 | +12,599 | $13,593 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
151,969 | +16,619 | $12,352 |
| VCIT | 151,969 | +16,619 | $12,352 |
| ISHARES TR (IXUS) |
184,897 | +1,945 | $12,005 |
| IXUS | 184,897 | +1,945 | $12,005 |
 ISHARES GOLD TRUST |
$9,913 | ||
| COMMON | 253,976 | +253,976 | $9,913 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
56,858 | -1,094 | $9,689 |
| VIG | 56,858 | -1,094 | $9,689 |
| VANGUARD BD INDEX FDS (BSV) |
122,905 | -9,269 | $9,466 |
| BSV | 122,905 | -9,269 | $9,466 |
| ISHARES TR (IWF) |
31,064 | -730 | $9,418 |
| IWF | 31,064 | -730 | $9,418 |
| ISHARES TR (DVY) |
69,529 | +54 | $8,150 |
| DVY | 69,529 | +54 | $8,150 |
| APPLE INC |
37,528 | -4,597 | $7,225 |
| AAPL | 37,528 | -4,597 | $7,225 |
| VANGUARD WORLD FDS (VHT) |
27,404 | -1,344 | $6,870 |
| VHT | 27,404 | -1,344 | $6,870 |
| VANGUARD INDEX FDS (VOO) |
14,988 | +1,944 | $6,547 |
| VOO | 14,988 | +1,944 | $6,547 |
| VANGUARD SCOTTSDALE FDS (VCLT) |
78,559 | +5,439 | $6,297 |
| VCLT | 78,559 | +5,439 | $6,297 |
| ISHARES TR (IGM) |
13,279 | -142 | $5,951 |
| IGM | 13,279 | -142 | $5,951 |
| VANGUARD INDEX FDS (VBR) |
31,676 | +118 | $5,701 |
| VBR | 31,676 | +118 | $5,701 |
| VANGUARD INDEX FDS (VB) |
22,939 | +1,912 | $4,893 |
| VB | 22,939 | +1,912 | $4,893 |
| INVESCO QQQ TR |
10,800 | -22 | $4,423 |
| QQQ | 10,800 | -22 | $4,423 |
| ISHARES TR (IUSB) |
90,666 | -41,300 | $4,177 |
| IUSB | 90,666 | -41,300 | $4,177 |
| VANGUARD WORLD FD (VSGX) |
75,060 | +6,401 | $4,149 |
| VSGX | 75,060 | +6,401 | $4,149 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
67,089 | -3,411 | $3,913 |
| VGSH | 67,089 | -3,411 | $3,913 |
| VANGUARD INDEX FDS (VNQ) |
39,185 | +5,244 | $3,462 |
| VNQ | 39,185 | +5,244 | $3,462 |
| VANGUARD INDEX FDS (VO) |
14,048 | +1,371 | $3,268 |
| VO | 14,048 | +1,371 | $3,268 |
| SCHWAB STRATEGIC TR |
42,634 | -871 | $3,246 |
| SCHD | 42,634 | -871 | $3,246 |
| VANGUARD WORLD FD (ESGV) |
38,067 | +451 | $3,238 |
| ESGV | 38,067 | +451 | $3,238 |
| VANGUARD MALVERN FDS (VTIP) |
66,945 | +2,186 | $3,179 |
| VTIP | 66,945 | +2,186 | $3,179 |
| VANGUARD INDEX FDS (VOE) |
20,405 | -759 | $2,959 |
| VOE | 20,405 | -759 | $2,959 |
| VANGUARD BD INDEX FDS (BIV) |
38,480 | +18,902 | $2,939 |
| BIV | 38,480 | +18,902 | $2,939 |
| VANGUARD INDEX FDS (VOT) |
12,085 | -707 | $2,654 |
| VOT | 12,085 | -707 | $2,654 |
| VANGUARD INDEX FDS (VTI) |
10,721 | +204 | $2,543 |
| VTI | 10,721 | +204 | $2,543 |
| AMAZON COM INC |
16,286 | -1,109 | $2,474 |
| AMZN | 16,286 | -1,109 | $2,474 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
57,784 | -2,455 | $2,375 |
| VWO | 57,784 | -2,455 | $2,375 |
| MICROSOFT CORP |
5,767 | +114 | $2,168 |
| MSFT | 5,767 | +114 | $2,168 |
| SPDR S&P 500 ETF TR (SPY) |
4,422 | -97 | $2,102 |
| SPY | 4,422 | -97 | $2,102 |
| ISHARES TR (ESGU) |
18,465 | +55 | $1,937 |
| ESGU | 18,465 | +55 | $1,937 |
| VANGUARD BD INDEX FDS (BLV) |
24,585 | -5,691 | $1,834 |
| BLV | 24,585 | -5,691 | $1,834 |
| ISHARES TR (MUB) |
16,910 | -1,070 | $1,833 |
| MUB | 16,910 | -1,070 | $1,833 |
| ISHARES TR (IXJ) |
20,797 | UNCH | $1,804 |
| IXJ | 20,797 | UNCH | $1,804 |
| ISHARES TR (IBB) |
12,762 | +350 | $1,734 |
| IBB | 12,762 | +350 | $1,734 |
| ISHARES TR (IJT) |
13,786 | -47 | $1,725 |
| IJT | 13,786 | -47 | $1,725 |
| ARISTA NETWORKS INC |
7,000 | -1,600 | $1,649 |
| ANET | 7,000 | -1,600 | $1,649 |
| ISHARES TR (DSI) |
17,380 | -316 | $1,582 |
| DSI | 17,380 | -316 | $1,582 |
| SCHWAB STRATEGIC TR |
29,486 | -2,433 | $1,539 |
| SCHP | 29,486 | -2,433 | $1,539 |
| ISHARES TR (IUSG) |
14,244 | -817 | $1,483 |
| IUSG | 14,244 | -817 | $1,483 |
| SPDR GOLD TR (GLD) |
7,302 | -38 | $1,396 |
| GLD | 7,302 | -38 | $1,396 |
See Full List: All Stocks Held By White Lighthouse Investment Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By White Lighthouse Investment Management Inc.
|
Size ($ in 1000's)
At 12/31/2023: $456,914 At 09/30/2023: $411,857 White Lighthouse Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from White Lighthouse Investment Management Inc. 13F filings. Link to 13F filings: SEC filings |
