HoldingsChannel.com
White Lighthouse Investment Management Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 155,937 +12,979 $28,407
     VUG155,937+12,979$28,407
VANGUARD WHITEHALL FDS INC (VYM) 194,966 +18,557 $18,270
     VYM194,966+18,557$18,270
VANGUARD STAR FD (VXUS) 290,134 +16,404 $16,158
     VXUS290,134+16,404$16,158
VANGUARD SCOTTSDALE FDS (VCSH) 168,635 -1,782 $13,664
     VCSH168,635-1,782$13,664
VANGUARD SCOTTSDALE FDS (VCIT) 101,725 +9,042 $9,291
     VCIT101,725+9,042$9,291
ISHARES TR (DVY) 83,547 -78 $8,828
     DVY83,547-78$8,828
VANGUARD SCOTTSDALE FDS (VCLT) 84,881 +2,041 $8,603
     VCLT84,881+2,041$8,603
VANGUARD BD INDEX FD INC (BSV) 86,908 +2,798 $7,006
     BSV86,908+2,798$7,006
ISHARES TR (SHV) 57,088 +7,588 $6,306
     SHV57,088+7,588$6,306
VANGUARD GROUP (VIG) 50,299 +4,485 $6,270
     VIG50,299+4,485$6,270
ISHARES TR (IWF) 35,280 -85 $6,206
     IWF35,280-85$6,206
VANGUARD INTL EQUITY INDEX F (VWO) 129,066 -813 $5,740
     VWO129,066-813$5,740
VANGUARD WORLD FDS (VGT) 23,210 +2,249 $5,683
     VGT23,210+2,249$5,683
ISHARES TR (IGM) 22,902 -515 $5,546
     IGM22,902-515$5,546
ISHARES GOLD TRUST (IAU) 380,684 +14,720 $5,520
     IAU380,684+14,720$5,520
VANGUARD MALVERN FDS (VTIP) 91,640 +7,419 $4,516
     VTIP91,640+7,419$4,516
VANGUARD INDEX FDS (VTV) 36,124 -282 $4,329
     VTV36,124-282$4,329
Invesco Qqq Trust      $3,766
     Common17,712+559$3,766
APPLE INC 12,677 -7,494 $3,722
     AAPL12,677-7,494$3,722
VANGUARD INDEX FDS (VOO) 11,685 +1,327 $3,456
     VOO11,685+1,327$3,456
VANGUARD INDEX FDS (VOE) 28,689 +301 $3,419
     VOE28,689+301$3,419
VANGUARD BD INDEX FD INC (BIV) 38,583 -215 $3,365
     BIV38,583-215$3,365
VANGUARD INDEX FDS (VNQ) 34,120 +1,447 $3,166
     VNQ34,120+1,447$3,166
VANGUARD INDEX FDS (VBR) 22,943 +1,075 $3,145
     VBR22,943+1,075$3,145
VANGUARD WORLD FDS (VHT) 15,342 +2,518 $2,942
     VHT15,342+2,518$2,942
VANGUARD BD INDEX FD INC (BND) 35,032 +4,284 $2,938
     BND35,032+4,284$2,938
VANGUARD INDEX FDS (VOT) 18,319 +2,415 $2,909
     VOT18,319+2,415$2,909
ISHARES TR (IXUS) 46,076 -1,340 $2,852
     IXUS46,076-1,340$2,852
ISHARES TR (MTUM) 21,976 +17 $2,759
     MTUM21,976+17$2,759
ISHARES TR (MUB) 23,955 +1,980 $2,729
     MUB23,955+1,980$2,729
SCHWAB STRATEGIC TR 45,428 -339 $2,573
     SCHP45,428-339$2,573
ISHARES TR (IUSG) 36,446 -250 $2,465
     IUSG36,446-250$2,465
VANGUARD INDEX FDS (VB) 13,360 +447 $2,213
     VB13,360+447$2,213
ISHARES TR (IJT) 10,700 -312 $2,068
     IJT10,700-312$2,068
VANGUARD BD INDEX FD INC (BLV) 20,478 -532 $2,055
     BLV20,478-532$2,055
VANGUARD TAX MANAGED INTL FD (VEA) 42,505 +1,825 $1,873
     VEA42,505+1,825$1,873
ISHARES INC (ESGE) 49,839 +4,729 $1,791
     ESGE49,839+4,729$1,791
ISHARES TR (EMB) 15,452 +2,594 $1,770
     EMB15,452+2,594$1,770
ISHARES TR (IBB) 14,124 +466 $1,702
     IBB14,124+466$1,702
Guggenheim S&P 500 Equal Weight RSP      $1,640
     Common14,166+14,166$1,640
ISHARES TR (IXJ) 23,782 -125 $1,635
     IXJ23,782-125$1,635
SPDR S&P 500 ETF TR (SPY) 5,032 +16 $1,620
     SPY5,032+16$1,620
ISHARES TR (QUAL) 13,222 +640 $1,335
     QUAL13,222+640$1,335
JOHNSON & JOHNSON 8,893 -232 $1,297
     JNJ8,893-232$1,297
VANGUARD SCOTTSDALE FDS (VGSH) 21,081 +5,889 $1,282
     VGSH21,081+5,889$1,282
SPDR SER TR (BIL) 13,600 +13,600 $1,243
     BIL13,600+13,600$1,243
VANGUARD INDEX FDS (VTI) 7,567 +67 $1,238
     VTI7,567+67$1,238
ISHARES TR (ICF) 10,205 +55 $1,194
     ICF10,205+55$1,194
AMAZON COM INC 618 +12 $1,142
     AMZN618+12$1,142
VANECK VECTORS ETF TR (GDX) 36,200 +6,654 $1,060
     GDX36,200+6,654$1,060

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 12/31/2019: $272,651
At 09/30/2019: $248,483

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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