HoldingsChannel.com
White Lighthouse Investment Management Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Vanguard Growth Etf (VUG) 132,676 +21,940 $21,678
     VUG132,676+21,940$21,678
Vanguard High Dividend Yield Indx ETF (VYM) 171,676 +21,167 $15,001
     VYM171,676+21,167$15,001
Vanguard Total International Stk Etf (VXUS) 274,315 +26,245 $14,470
     VXUS274,315+26,245$14,470
Vanguard Short Term Corp Bd Idx ETF (VCSH) 171,949 +2,701 $13,873
     VCSH171,949+2,701$13,873
iShares Select Dividend ETF (DVY) 84,467 +2,298 $8,409
     DVY84,467+2,298$8,409
Vanguard Interm Tm Corp Bd Idx ETF (VCIT) 92,539 +4,700 $8,315
     VCIT92,539+4,700$8,315
Vanguard Long Term Corp Bond Idx ETF (VCLT) 82,085 +6,081 $7,952
     VCLT82,085+6,081$7,952
Vanguard Short Term Bond Index (BSV) 83,717 +5,658 $6,742
     BSV83,717+5,658$6,742
Ishares Short Treasury Bond Etf (SHV) 52,020 +9,710 $5,756
     SHV52,020+9,710$5,756
iShares Russell 1000 Growth ETF (IWF) 35,880 -2,283 $5,645
     IWF35,880-2,283$5,645
Vanguard Ftse Emerging Markets Etf (VWO) 126,680 +4,020 $5,388
     VWO126,680+4,020$5,388
ISHARES S&P GSTI TECHNOLOGY I IGM (IGM) 24,464 -675 $5,276
     IGM24,464-675$5,276
Vanguard Dividend Appreciation ETF (VIG) 42,806 -2,763 $4,929
     VIG42,806-2,763$4,929
ishares Gold Trust (IAU) 349,555 +22,115 $4,719
     IAU349,555+22,115$4,719
Vanguard Information Technology ETF (VGT) 20,550 +2,350 $4,334
     VGT20,550+2,350$4,334
Apple Inc. 20,182 -3,870 $3,994
     AAPL20,182-3,870$3,994
Vanguard Short Term Infl Prot Secs ETF (VTIP) 77,770 +15,984 $3,836
     VTIP77,770+15,984$3,836
Vanguard Value ETF (VTV) 31,633 -1,222 $3,509
     VTV31,633-1,222$3,509
Vanguard Intermediate Term Bond Etf (BIV) 38,858 +145 $3,361
     BIV38,858+145$3,361
Invesco Qqq Trust      $3,123
     Common16,722+1,470$3,123
Vanguard Mid Cap Value ETF (VOE) 27,202 +1,399 $3,029
     VOE27,202+1,399$3,029
Vanguard Small Cap Value ETF (VBR) 20,383 +1,435 $2,661
     VBR20,383+1,435$2,661
Vanguard Real Estate Etf (VNQ) 30,076 +5,215 $2,629
     VNQ30,076+5,215$2,629
Schwab Us Tips Etf (SCHP) 46,473 -105 $2,617
     SCHP46,473-105$2,617
Vanguard S&p 500 Etf (VOO) 9,655 +966 $2,599
     VOO9,655+966$2,599
Powershares Momentum Factor (MTUM) 20,680 +1,830 $2,453
     MTUM20,680+1,830$2,453
Vanguard Total Bond Market ETF (BND) 28,570 +7,985 $2,373
     BND28,570+7,985$2,373
Ishares National Muni Bond Etf (MUB) 20,675 -1,120 $2,338
     MUB20,675-1,120$2,338
Ishares Core Us Growth Etf was IWZ Russwell 3000 Growth (IUSG) 36,420 -3,150 $2,283
     IUSG36,420-3,150$2,283
Vanguard Mid Cap Growth ETF D (VOT) 14,639 +1,964 $2,186
     VOT14,639+1,964$2,186
Vanguard Health Care Etf (VHT) 12,331 +1,680 $2,145
     VHT12,331+1,680$2,145
iShares Core MSCI Total Intl Stk (IXUS) 36,340 +2,880 $2,131
     IXUS36,340+2,880$2,131
Vanguard Long Term Bond Etf (BLV) 21,158 -129 $2,054
     BLV21,158-129$2,054
iShares S&P SmallCap 600 Growth (IJT) 10,808 -135 $1,972
     IJT10,808-135$1,972
Vanguard Small Cap ETF (VB) 11,700 +1,710 $1,833
     VB11,700+1,710$1,833
Vanguard FTSE Developed Markets ETF (VEA) 38,715 +4,605 $1,615
     VEA38,715+4,605$1,615
Guggenheim S&P 500 Equal Weight RSP      $1,608
     Common14,916-600$1,608
Ishares Esg Msci Em Etf (ESGE) 46,905 +8,515 $1,595
     ESGE46,905+8,515$1,595
iShares Nasdaq Biotechnology In (IBB) 13,858 -200 $1,512
     IBB13,858-200$1,512
SPDR S&P 500 (SPY) 5,076 +67 $1,487
     SPY5,076+67$1,487
iShares Global Healthcare ETF (IXJ) 23,132 -190 $1,427
     IXJ23,132-190$1,427
iShares iBoxx Investment Grad (LQD) 11,436 -413 $1,422
     LQD11,436-413$1,422
Johnson & Johnson Common Stock 9,298 -649 $1,295
     JNJ9,298-649$1,295
iShares J.P. Morgan USD Emergin (EMB) 10,811 +3,228 $1,225
     EMB10,811+3,228$1,225
iShares Cohen & Steers REIT ETF (ICF) 10,390 -1,200 $1,170
     ICF10,390-1,200$1,170
Arista Networks Inc 4,300 UNCH $1,116
     ANET4,300UNCH$1,116
Amazon.com Inc. 581 +581 $1,100
     AMZN581+581$1,100
iShares Edge MSCI USA Quality F (QUAL) 11,414 -130 $1,044
     QUAL11,414-130$1,044
Vanguard Ftse Europe Etf (VGK) 18,781 +458 $1,031
     VGK18,781+458$1,031
Vanguard Total Stock Market Etf (VTI) 6,784 UNCH $1,018
     VTI6,784UNCH$1,018

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 06/30/2019: $239,608
At 03/31/2019: $217,813

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

White Lighthouse Investment Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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