HoldingsChannel.com
White Lighthouse Investment Management Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
Vanguard Growth Etf (VUG) 142,958 +10,282 $23,771
     VUG142,958+10,282$23,771
Vanguard High Dividend Yield Indx ETF (VYM) 176,409 +4,733 $15,653
     VYM176,409+4,733$15,653
Vanguard Total International Stk Etf (VXUS) 273,730 -585 $14,141
     VXUS273,730-585$14,141
Vanguard Short Term Corp Bd Idx ETF (VCSH) 170,417 -1,532 $13,812
     VCSH170,417-1,532$13,812
iShares Select Dividend ETF (DVY) 83,625 -842 $8,526
     DVY83,625-842$8,526
Vanguard Interm Tm Corp Bd Idx ETF (VCIT) 92,683 +144 $8,456
     VCIT92,683+144$8,456
Vanguard Long Term Corp Bond Idx ETF (VCLT) 82,840 +755 $8,378
     VCLT82,840+755$8,378
Vanguard Short Term Bond Index (BSV) 84,110 +393 $6,795
     BSV84,110+393$6,795
iShares Russell 1000 Growth ETF (IWF) 35,365 -515 $5,645
     IWF35,365-515$5,645
Vanguard Dividend Appreciation ETF (VIG) 45,814 +3,008 $5,478
     VIG45,814+3,008$5,478
Ishares Short Treasury Bond Etf (SHV) 49,500 -2,520 $5,476
     SHV49,500-2,520$5,476
Vanguard Ftse Emerging Markets Etf (VWO) 129,879 +3,199 $5,229
     VWO129,879+3,199$5,229
ishares Gold Trust (IAU) 365,964 +16,409 $5,160
     IAU365,964+16,409$5,160
ISHARES S&P GSTI TECHNOLOGY I IGM (IGM) 23,417 -1,047 $5,082
     IGM23,417-1,047$5,082
Apple Inc. 20,171 -11 $4,518
     AAPL20,171-11$4,518
Vanguard Information Technology ETF (VGT) 20,961 +411 $4,518
     VGT20,961+411$4,518
Vanguard Short Term Infl Prot Secs ETF (VTIP) 84,221 +6,451 $4,131
     VTIP84,221+6,451$4,131
Vanguard Value ETF (VTV) 36,406 +4,773 $4,064
     VTV36,406+4,773$4,064
Vanguard Intermediate Term Bond Etf (BIV) 38,798 -60 $3,414
     BIV38,798-60$3,414
Invesco Qqq Trust      $3,239
     Common17,153+431$3,239
Vanguard Mid Cap Value ETF (VOE) 28,388 +1,186 $3,208
     VOE28,388+1,186$3,208
Vanguard Real Estate Etf (VNQ) 32,673 +2,597 $3,047
     VNQ32,673+2,597$3,047
Vanguard S&p 500 Etf (VOO) 10,358 +703 $2,824
     VOO10,358+703$2,824
Vanguard Small Cap Value ETF (VBR) 21,868 +1,485 $2,818
     VBR21,868+1,485$2,818
iShares Core MSCI Total Intl Stk (IXUS) 47,416 +11,076 $2,739
     IXUS47,416+11,076$2,739
Powershares Momentum Factor (MTUM) 21,959 +1,279 $2,619
     MTUM21,959+1,279$2,619
Schwab Us Tips Etf (SCHP) 45,767 -706 $2,598
     SCHP45,767-706$2,598
Vanguard Total Bond Market ETF (BND) 30,748 +2,178 $2,596
     BND30,748+2,178$2,596
Ishares National Muni Bond Etf (MUB) 21,975 +1,300 $2,507
     MUB21,975+1,300$2,507
Vanguard Mid Cap Growth ETF D (VOT) 15,904 +1,265 $2,356
     VOT15,904+1,265$2,356
Ishares Core Us Growth Etf (IUSG) 36,696 +276 $2,307
     IUSG36,696+276$2,307
Vanguard Long Term Bond Etf (BLV) 21,010 -148 $2,157
     BLV21,010-148$2,157
Vanguard Health Care Etf (VHT) 12,824 +493 $2,150
     VHT12,824+493$2,150
Vanguard Small Cap ETF (VB) 12,913 +1,213 $1,987
     VB12,913+1,213$1,987
iShares S&P SmallCap 600 Growth (IJT) 11,012 +204 $1,964
     IJT11,012+204$1,964
Vanguard FTSE Developed Markets ETF (VEA) 40,680 +1,965 $1,671
     VEA40,680+1,965$1,671
Guggenheim S&P 500 Equal Weight      $1,554
     Common14,376+14,376$1,554
SPDR S&P 500 (SPY) 5,016 -60 $1,488
     SPY5,016-60$1,488
Ishares Esg Msci Em Etf (ESGE) 45,110 -1,795 $1,467
     ESGE45,110-1,795$1,467
iShares Global Healthcare ETF (IXJ) 23,907 +775 $1,460
     IXJ23,907+775$1,460
iShares J.P. Morgan USD Emergin (EMB) 12,858 +2,047 $1,457
     EMB12,858+2,047$1,457
iShares Nasdaq Biotechnology In (IBB) 13,658 -200 $1,359
     IBB13,658-200$1,359
iShares iBoxx Investment Grad (LQD) 9,674 -1,762 $1,233
     LQD9,674-1,762$1,233
iShares Cohen & Steers REIT ETF (ICF) 10,150 -240 $1,218
     ICF10,150-240$1,218
Johnson & Johnson Common Stock 9,125 -173 $1,181
     JNJ9,125-173$1,181
iShares Edge MSCI USA Quality F (QUAL) 12,582 +1,168 $1,163
     QUAL12,582+1,168$1,163
Vanguard Total Stock Market Etf (VTI) 7,500 +716 $1,132
     VTI7,500+716$1,132
Amazon.com Inc. 606 +25 $1,052
     AMZN606+25$1,052
Arista Networks Inc 4,300 UNCH $1,027
     ANET4,300UNCH$1,027
Ishares Short Term Ntnl Mun Bnd Etf (SUB) 9,500 UNCH $1,012
     SUB9,500UNCH$1,012

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 09/30/2019: $248,483
At 06/30/2019: $239,608

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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