The Analysis of White Lighthouse Investment Management Inc.'s Holdings

Currently, White Lighthouse Investment Management Inc. holds 139 types of securities in its portfolio with a total value $656.0M. In the most recent quarter, they have increased their positions in SHV (+35.3K shares, valued at $3.9M), VCSH (+31.7K shares, valued at $2.5M), IGM (+13.8K shares, valued at $1.7M); decreased their positions in VUG (-3.6K shares, valued at $1.7M), AAPL (-5.4K shares, valued at $1.4M), VCIT (-9.9K shares, valued at $829.1K); initiated new positions in SUSC (+37.9K shares, valued at $892.2K), VYMI (+2.5K shares, valued at $211.1K), GSLC (+1.6K shares, valued at $210.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS238.2K shares-1.48%2025-09-302025-11-13

VYM VANGUARD WHITEHALL FDS462.9K shares1.49%2025-09-302025-11-13

VXUS VANGUARD STAR FDS578.1K shares2.46%2025-09-302025-11-13

SHV ISHARES TR323.5K shares12.24%2025-09-302025-11-13

VCSH VANGUARD SCOTTSDALE FDS352.9K shares9.86%2025-09-302025-11-13

VGT VANGUARD WORLD FD33.5K shares-0.63%2025-09-302025-11-13

BND VANGUARD BD INDEX FDS316.8K shares2.57%2025-09-302025-11-13

VTV VANGUARD INDEX FDS125.8K shares5.11%2025-09-302025-11-13

Sponsored

VCIT VANGUARD SCOTTSDALE FDS197.8K shares-4.75%2025-09-302025-11-13

IAU ISHARES GOLD TR215.6K shares2.92%2025-09-302025-11-13

IXUS ISHARES TR188.7K shares-0.64%2025-09-302025-11-13

IGM ISHARES TR102.7K shares15.46%2025-09-302025-11-13

VIG VANGUARD SPECIALIZED FUNDS51.0K shares-1.57%2025-09-302025-11-13

VOO VANGUARD INDEX FDS17.7K shares3.32%2025-09-302025-11-13

IWF ISHARES TR23.1K shares-5.92%2025-09-302025-11-13

DVY ISHARES TR67.8K shares1.28%2025-09-302025-11-13

Sponsored

BSV VANGUARD BD INDEX FDS114.3K shares0.80%2025-09-302025-11-13

VBR VANGUARD INDEX FDS34.9K shares1.48%2025-09-302025-11-13

VHT VANGUARD WORLD FD26.0K shares-6.50%2025-09-302025-11-13

VTIP VANGUARD MALVERN FDS125.1K shares8.11%2025-09-302025-11-13

AAPL APPLE INC23.8K shares-18.56%2025-09-302025-11-13

VB VANGUARD INDEX FDS23.8K shares-2.89%2025-09-302025-11-13

VNQ VANGUARD INDEX FDS61.2K shares-7.68%2025-09-302025-11-13

VCLT VANGUARD SCOTTSDALE FDS69.6K shares-11.37%2025-09-302025-11-13

Sponsored

QQQ INVESCO QQQ TR9.0K shares-1.72%2025-09-302025-11-13

VSGX VANGUARD WORLD FD76.7K shares-5.50%2025-09-302025-11-13

ESGV VANGUARD WORLD FD41.9K shares-3.05%2025-09-302025-11-13

VO VANGUARD INDEX FDS16.9K shares-7.81%2025-09-302025-11-13

VTI VANGUARD INDEX FDS13.4K shares-0.76%2025-09-302025-11-13

VGSH VANGUARD SCOTTSDALE FDS69.5K shares-0.83%2025-09-302025-11-13

IUSB ISHARES TR83.9K shares-4.63%2025-09-302025-11-13

BIV VANGUARD BD INDEX FDS48.4K shares-1.79%2025-09-302025-11-13

Sponsored

MSFT MICROSOFT CORP7.0K shares4.23%2025-09-302025-11-13

VPU VANGUARD WORLD FD18.7K shares-4.94%2025-09-302025-11-13

VOT VANGUARD INDEX FDS12.0K shares-3.54%2025-09-302025-11-13

SCHD SCHWAB STRATEGIC TR123.2K shares-3.34%2025-09-302025-11-13

VOE VANGUARD INDEX FDS18.6K shares-2.14%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR4.0K shares0.23%2025-09-302025-11-13

MUB ISHARES TR23.9K shares-4.77%2025-09-302025-11-13

AMZN AMAZON COM INC11.6K shares-20.06%2025-09-302025-11-13

Sponsored

ESGU ISHARES TR17.3K shares-3.67%2025-09-302025-11-13

AZN ASTRAZENECA PLC32.7K shares0.00%2025-09-302025-11-13

GLD SPDR GOLD TR6.7K shares0.86%2025-09-302025-11-13

SCHP SCHWAB STRATEGIC TR87.3K shares2.97%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL4.5K shares3.65%2025-09-302025-11-13

GOOGL ALPHABET INC7.7K shares-8.78%2025-09-302025-11-13

VWO VANGUARD INTL EQUITY INDEX F33.7K shares-4.78%2025-09-302025-11-13

IJT ISHARES TR12.8K shares-4.04%2025-09-302025-11-13

Sponsored

VCR VANGUARD WORLD FD4.6K shares-3.34%2025-09-302025-11-13

ESGD ISHARES TR19.5K shares1.83%2025-09-302025-11-13

PM PHILIP MORRIS INTL INC10.5K shares0.00%2025-09-302025-11-13

IUSG ISHARES TR10.2K shares-13.57%2025-09-302025-11-13

VOX VANGUARD WORLD FD8.9K shares-10.14%2025-09-302025-11-13

DSI ISHARES TR12.8K shares0.02%2025-09-302025-11-13

IXJ ISHARES TR18.2K shares-6.46%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS26.2K shares1.03%2025-09-302025-11-13

Sponsored

WMT WALMART INC15.1K shares-26.36%2025-09-302025-11-13

VEU VANGUARD INTL EQUITY INDEX F21.5K shares-4.29%2025-09-302025-11-13

IBB ISHARES TR10.3K shares-9.42%2025-09-302025-11-13

IVV ISHARES TR2.2K shares-0.59%2025-09-302025-11-13

SGOL ETFS GOLD TR36.9K shares3.85%2025-09-302025-11-13

SUB ISHARES TR12.6K shares0.00%2025-09-302025-11-13

BLV VANGUARD BD INDEX FDS18.8K shares-6.93%2025-09-302025-11-13

JNK SPDR SERIES TRUST13.0K shares0.57%2025-09-302025-11-13

Sponsored

CAT CATERPILLAR INC2.5K shares-2.75%2025-09-302025-11-13

JNJ JOHNSON & JOHNSON6.3K shares-8.15%2025-09-302025-11-13

VTEB VANGUARD MUN BD FDS22.8K shares-16.63%2025-09-302025-11-13

ICF ISHARES TR16.5K shares-16.85%2025-09-302025-11-13

NULG NUSHARES ETF TR10.2K shares43.08%2025-09-302025-11-13

VGK VANGUARD INTL EQUITY INDEX F12.3K shares3.53%2025-09-302025-11-13

AMGN AMGEN INC3.5K shares1.35%2025-09-302025-11-13

IGSB ISHARES TR17.3K shares-7.97%2025-09-302025-11-13

Sponsored

VFH VANGUARD WORLD FD6.8K shares0.44%2025-09-302025-11-13

SUSC ISHARES TR37.9K sharesnew addition2025-09-302025-11-13

GDX VANECK ETF TRUST11.1K shares-8.25%2025-09-302025-11-13

VWOB VANGUARD WHITEHALL FDS12.3K shares5.98%2025-09-302025-11-13

PG PROCTER AND GAMBLE CO5.3K shares3.96%2025-09-302025-11-13

IJR ISHARES TR6.7K shares-6.60%2025-09-302025-11-13

NVDA NVIDIA CORPORATION4.2K shares23.10%2025-09-302025-11-13

SO SOUTHERN CO8.2K shares0.00%2025-09-302025-11-13

Sponsored

ESGE ISHARES INC17.0K shares0.59%2025-09-302025-11-13

GOOG ALPHABET INC3.0K shares12.36%2025-09-302025-11-13

MGK VANGUARD WORLD FD1.8K shares0.00%2025-09-302025-11-13

QUAL ISHARES TR3.6K shares6.22%2025-09-302025-11-13

EMB ISHARES TR7.0K shares9.78%2025-09-302025-11-13

BTI BRITISH AMERN TOB PLC12.3K shares-48.58%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC1.9K shares-0.53%2025-09-302025-11-13

EW EDWARDS LIFESCIENCES CORP8.3K shares2.46%2025-09-302025-11-13

Sponsored

NUSC NUSHARES ETF TR14.1K shares-6.92%2025-09-302025-11-13

MAR MARRIOTT INTL INC NEW2.3K shares0.00%2025-09-302025-11-13

MO ALTRIA GROUP INC9.2K shares-2.13%2025-09-302025-11-13

XLK SELECT SECTOR SPDR TR1.9K shares0.26%2025-09-302025-11-13

VV VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.1.7K shares-11.25%2025-09-302025-11-13

MTUM ISHARES TR2.0K shares0.00%2025-09-302025-11-13

VPL VANGUARD INTL EQUITY INDEX F5.9K shares0.00%2025-09-302025-11-13

Sponsored

SCHG SCHWAB STRATEGIC TR15.1K shares-0.66%2025-09-302025-11-13

BNDX VANGUARD CHARLOTTE FDS9.7K shares11.98%2025-09-302025-11-13

SOXX ISHARES TR1.8K shares-2.33%2025-09-302025-11-13

CSCO CISCO SYS INC6.7K shares1.51%2025-09-302025-11-13

AVGO BROADCOM INC1.4K shares-36.99%2025-09-302025-11-13

AFRM AFFIRM HLDGS INC5.8K shares-45.69%2025-09-302025-11-13

VONG VANGUARD SCOTTSDALE FDS3.4K shares0.00%2025-09-302025-11-13

IWP ISHARES TR2.7K shares-9.94%2025-09-302025-11-13

Sponsored

MRK MERCK & CO INC4.4K shares-0.45%2025-09-302025-11-13

NLY ANNALY CAPITAL MANAGEMENT IN17.6K shares2.46%2025-09-302025-11-13

ICSH ISHARES TR7.0K shares0.00%2025-09-302025-11-13

XOM EXXON MOBIL CORP3.1K shares-0.42%2025-09-302025-11-13

ASML ASML HOLDING N V357 shares0.00%2025-09-302025-11-13

ORCL ORACLE CORP1.2K shares-1.93%2025-09-302025-11-13

HYG ISHARES TR4.2K shares3.39%2025-09-302025-11-13

SCHC SCHWAB STRATEGIC TR7.0K shares1.48%2025-09-302025-11-13

Sponsored

ICLN ISHARES TR20.5K shares4.75%2025-09-302025-11-13

SUSA ISHARES TR2.3K shares0.30%2025-09-302025-11-13

HD HOME DEPOT INC757 shares-11.05%2025-09-302025-11-13

SPGI S&P GLOBAL INC613 shares21.39%2025-09-302025-11-13

RING ISHARES INC4.6K shares-3.59%2025-09-302025-11-13

LMT LOCKHEED MARTIN CORP570 shares-0.52%2025-09-302025-11-13

SPYG SPDR SERIES TRUST2.7K shares-1.79%2025-09-302025-11-13

AGG ISHARES TR2.8K shares11.60%2025-09-302025-11-13

Sponsored

VCEB VANGUARD WORLD FD4.3K shares12.42%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW297 shares0.68%2025-09-302025-11-13

PANW PALO ALTO NETWORKS INC1.4K shares2.27%2025-09-302025-11-13

MDT MEDTRONIC PLC2.9K shares-0.97%2025-09-302025-11-13

BIL SPDR SERIES TRUST2.9K shares-10.15%2025-09-302025-11-13

VBK VANGUARD INDEX FDS882 shares9.29%2025-09-302025-11-13

NFLX NETFLIX INC218 shares6.34%2025-09-302025-11-13

UNP UNION PAC CORP1.1K shares0.00%2025-09-302025-11-13

Sponsored

CVX CHEVRON CORP NEW1.6K shares-1.14%2025-09-302025-11-13

PEP PEPSICO INC1.7K shares-2.89%2025-09-302025-11-13

EFA ISHARES TR2.4K shares-4.47%2025-09-302025-11-13

SCHF SCHWAB STRATEGIC TR9.3K shares-17.32%2025-09-302025-11-13

DE DEERE & CO465 shares0.00%2025-09-302025-11-13

VYMI VANGUARD WHITEHALL FDS2.5K sharesnew addition2025-09-302025-11-13

GSLC GOLDMAN SACHS ETF TR1.6K sharesnew addition2025-09-302025-11-13

SPYV SPDR SERIES TRUST3.7K sharesnew addition2025-09-302025-11-13

Sponsored

SCHO SCHWAB STRATEGIC TR8.3K shares-4.73%2025-09-302025-11-13

ISRG INTUITIVE SURGICAL INC450 shares-1.32%2025-09-302025-11-13

PDBC INVESCO ACTVELY MNGD ETC FD13.5K shares-9.33%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available