HoldingsChannel.com
White Lighthouse Investment Management Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 176,002 +20,065 $27,578
     VUG176,002+20,065$27,578
VANGUARD WHITEHALL FDS INC (VYM) 205,993 +11,027 $14,574
     VYM205,993+11,027$14,574
VANGUARD STAR FD (VXUS) 269,567 -20,567 $11,311
     VXUS269,567-20,567$11,311
VANGUARD SCOTTSDALE FDS (VCSH) 129,862 -38,773 $10,272
     VCSH129,862-38,773$10,272
VANGUARD SCOTTSDALE FDS (VCIT) 99,262 -2,463 $8,645
     VCIT99,262-2,463$8,645
VANGUARD BD INDEX FD INC (BSV) 101,329 +14,421 $8,327
     BSV101,329+14,421$8,327
VANGUARD SCOTTSDALE FDS (VCLT) 84,568 -313 $8,214
     VCLT84,568-313$8,214
ISHARES TR (SHV) 58,819 +1,731 $6,530
     SHV58,819+1,731$6,530
ISHARES TR (DVY) 83,482 -65 $6,139
     DVY83,482-65$6,139
ISHARES GOLD TRUST (IAU) 401,278 +20,594 $6,047
     IAU401,278+20,594$6,047
VANGUARD GROUP (VIG) 56,946 +6,647 $5,888
     VIG56,946+6,647$5,888
VANGUARD WORLD FDS (VGT) 27,343 +4,133 $5,794
     VGT27,343+4,133$5,794
VANGUARD SCOTTSDALE FDS (VGSH) 92,308 +71,227 $5,754
     VGSH92,308+71,227$5,754
ISHARES TR (IWF) 32,683 -2,597 $4,924
     IWF32,683-2,597$4,924
VANGUARD INDEX FDS (VTV) 51,690 +15,566 $4,604
     VTV51,690+15,566$4,604
VANGUARD MALVERN FDS (VTIP) 89,657 -1,983 $4,368
     VTIP89,657-1,983$4,368
ISHARES TR (IGM) 20,337 -2,565 $4,307
     IGM20,337-2,565$4,307
Invesco Qqq Trust      $3,691
     Common19,384+1,672$3,691
VANGUARD BD INDEX FD INC (BIV) 41,163 +2,580 $3,677
     BIV41,163+2,580$3,677
VANGUARD BD INDEX FD INC (BND) 42,472 +7,440 $3,625
     BND42,472+7,440$3,625
APPLE INC 12,492 -185 $3,177
     AAPL12,492-185$3,177
VANGUARD INTL EQUITY INDEX F (VWO) 90,636 -38,430 $3,041
     VWO90,636-38,430$3,041
VANGUARD INDEX FDS (VOO) 12,807 +1,122 $3,033
     VOO12,807+1,122$3,033
ISHARES TR (MUB) 23,940 -15 $2,705
     MUB23,940-15$2,705
SCHWAB STRATEGIC TR 45,493 +65 $2,616
     SCHP45,493+65$2,616
VANGUARD WORLD FDS (VHT) 15,554 +212 $2,583
     VHT15,554+212$2,583
ISHARES TR (IXUS) 52,046 +5,970 $2,447
     IXUS52,046+5,970$2,447
VANGUARD INDEX FDS (VOE) 29,520 +831 $2,400
     VOE29,520+831$2,400
VANGUARD INDEX FDS (VOT) 18,793 +474 $2,381
     VOT18,793+474$2,381
VANGUARD INDEX FDS (VNQ) 33,897 -223 $2,368
     VNQ33,897-223$2,368
ISHARES TR (MTUM) 21,909 -67 $2,333
     MTUM21,909-67$2,333
VANGUARD BD INDEX FD INC (BLV) 20,589 +111 $2,197
     BLV20,589+111$2,197
VANGUARD INDEX FDS (VBR) 23,333 +390 $2,072
     VBR23,333+390$2,072
ISHARES INC (ESGE) 73,395 +23,556 $2,009
     ESGE73,395+23,556$2,009
ISHARES TR (EMB) 18,956 +3,504 $1,833
     EMB18,956+3,504$1,833
ISHARES TR (IUSG) 30,856 -5,590 $1,762
     IUSG30,856-5,590$1,762
AMAZON COM INC 840 +222 $1,638
     AMZN840+222$1,638
ISHARES TR (IBB) 14,174 +50 $1,527
     IBB14,174+50$1,527
ISHARES TR (IXJ) 23,414 -368 $1,427
     IXJ23,414-368$1,427
VANGUARD WORLD FD (ESGV) 29,480 +14,685 $1,350
     ESGV29,480+14,685$1,350
SPDR S&P 500 ETF TR (SPY) 5,081 +49 $1,310
     SPY5,081+49$1,310
VANGUARD INDEX FDS (VB) 11,342 -2,018 $1,309
     VB11,342-2,018$1,309
VANGUARD WORLD FD (VSGX) 31,320 +26,110 $1,289
     VSGX31,320+26,110$1,289
ISHARES TR (QUAL) 15,540 +2,318 $1,259
     QUAL15,540+2,318$1,259
ISHARES TR (IJT) 9,125 -1,575 $1,258
     IJT9,125-1,575$1,258
JOHNSON & JOHNSON 8,984 +91 $1,178
     JNJ8,984+91$1,178
VANGUARD TAX MANAGED INTL FD (VEA) 34,931 -7,574 $1,165
     VEA34,931-7,574$1,165
VANGUARD INDEX FDS (VTI) 8,397 +830 $1,082
     VTI8,397+830$1,082
VANECK VECTORS ETF TR (GDX) 46,765 +10,565 $1,077
     GDX46,765+10,565$1,077
ISHARES TR (ICF) 11,354 +1,149 $1,040
     ICF11,354+1,149$1,040

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 03/31/2020: $238,941
At 12/31/2019: $272,651

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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