HoldingsChannel.com
White Lighthouse Investment Management Inc. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 184,395 +8,393 $37,264
     VUG184,395+8,393$37,264
VANGUARD WHITEHALL FDS INC (VYM) 223,472 +17,479 $17,605
     VYM223,472+17,479$17,605
VANGUARD WORLD FDS (VGT) 38,512 +11,169 $10,734
     VGT38,512+11,169$10,734
VANGUARD STAR FD (VXUS) 214,141 -55,426 $10,529
     VXUS214,141-55,426$10,529
VANGUARD SCOTTSDALE FDS (VCSH) 109,151 -20,711 $9,022
     VCSH109,151-20,711$9,022
VANGUARD SCOTTSDALE FDS (VCIT) 90,429 -8,833 $8,603
     VCIT90,429-8,833$8,603
VANGUARD SCOTTSDALE FDS (VCLT) 78,782 -5,786 $8,374
     VCLT78,782-5,786$8,374
VANGUARD BD INDEX FD INC (BSV) 99,874 -1,455 $8,301
     BSV99,874-1,455$8,301
VANGUARD INDEX FDS (VTV) 71,165 +19,475 $7,087
     VTV71,165+19,475$7,087
ISHARES TR (IXUS) 127,311 +75,265 $6,941
     IXUS127,311+75,265$6,941
VANGUARD GROUP (VIG) 58,162 +1,216 $6,816
     VIG58,162+1,216$6,816
ISHARES GOLD TRUST (IAU) 377,180 -24,098 $6,408
     IAU377,180-24,098$6,408
ISHARES TR (DVY) 77,902 -5,580 $6,288
     DVY77,902-5,580$6,288
VANGUARD SCOTTSDALE FDS (VGSH) 100,929 +8,621 $6,278
     VGSH100,929+8,621$6,278
ISHARES TR (IWF) 31,117 -1,566 $5,973
     IWF31,117-1,566$5,973
ISHARES TR (SHV) 53,591 -5,228 $5,935
     SHV53,591-5,228$5,935
ISHARES TR (IGM) 18,204 -2,133 $5,082
     IGM18,204-2,133$5,082
APPLE INC 12,457 -35 $4,544
     AAPL12,457-35$4,544
Invesco Qqq Trust      $4,402
     Common17,778-1,606$4,402
VANGUARD BD INDEX FD INC (BND) 47,219 +4,747 $4,171
     BND47,219+4,747$4,171
VANGUARD MALVERN FDS (VTIP) 68,619 -21,038 $3,443
     VTIP68,619-21,038$3,443
VANGUARD BD INDEX FD INC (BIV) 36,710 -4,453 $3,421
     BIV36,710-4,453$3,421
VANGUARD INDEX FDS (VOO) 11,364 -1,443 $3,221
     VOO11,364-1,443$3,221
VANGUARD WORLD FDS (VHT) 16,574 +1,020 $3,193
     VHT16,574+1,020$3,193
ISHARES TR (MUB) 24,150 +210 $2,787
     MUB24,150+210$2,787
VANGUARD INDEX FDS (VOT) 15,942 -2,851 $2,632
     VOT15,942-2,851$2,632
SCHWAB STRATEGIC TR 43,649 -1,844 $2,620
     SCHP43,649-1,844$2,620
VANGUARD INTL EQUITY INDEX F (VWO) 63,887 -26,749 $2,531
     VWO63,887-26,749$2,531
ISHARES TR (MTUM) 18,409 -3,500 $2,412
     MTUM18,409-3,500$2,412
VANGUARD INDEX FDS (VNQ) 28,755 -5,142 $2,258
     VNQ28,755-5,142$2,258
ISHARES TR (IUSG) 30,456 -400 $2,189
     IUSG30,456-400$2,189
VANGUARD INDEX FDS (VOE) 22,630 -6,890 $2,166
     VOE22,630-6,890$2,166
VANGUARD BD INDEX FD INC (BLV) 18,938 -1,651 $2,114
     BLV18,938-1,651$2,114
VANGUARD INDEX FDS (VB) 14,452 +3,110 $2,106
     VB14,452+3,110$2,106
AMAZON COM INC 744 -96 $2,053
     AMZN744-96$2,053
ISHARES TR (IBB) 14,201 +27 $1,941
     IBB14,201+27$1,941
VANGUARD INDEX FDS (VBR) 17,480 -5,853 $1,869
     VBR17,480-5,853$1,869
ISHARES INC (ESGE) 54,749 -18,646 $1,756
     ESGE54,749-18,646$1,756
VANGUARD WORLD FD (ESGV) 29,075 -405 $1,640
     ESGV29,075-405$1,640
ISHARES TR (IXJ) 22,614 -800 $1,555
     IXJ22,614-800$1,555
VANECK VECTORS ETF TR (GDX) 41,470 -5,295 $1,521
     GDX41,470-5,295$1,521
VANGUARD WORLD FD (VSGX) 31,600 +280 $1,520
     VSGX31,600+280$1,520
SPDR S&P 500 ETF TR (SPY) 4,927 -154 $1,519
     SPY4,927-154$1,519
VANGUARD INDEX FDS (VO) 8,465 +3,172 $1,388
     VO8,465+3,172$1,388
ISHARES TR (QUAL) 14,370 -1,170 $1,378
     QUAL14,370-1,170$1,378
ISHARES TR (IJT) 7,720 -1,405 $1,311
     IJT7,720-1,405$1,311
VANGUARD INDEX FDS (VTI) 8,005 -392 $1,253
     VTI8,005-392$1,253
JOHNSON & JOHNSON 8,771 -213 $1,233
     JNJ8,771-213$1,233
VANGUARD INTL EQUITY INDEX F (VEU) 24,677 +3,937 $1,175
     VEU24,677+3,937$1,175
ISHARES TR (ICF) 11,049 -305 $1,115
     ICF11,049-305$1,115

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 06/30/2020: $272,312
At 03/31/2020: $238,941

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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