White Lighthouse Investment Management Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
White Lighthouse Investment Management Inc. 13F Holdings
CIK 0001727593
As of Sep 30, 2025, White Lighthouse Investment Management Inc. reported
139 positions worth $656.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 238,156 |
|
14.2M17.41% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 462,928 | $65.2M | 9.95% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 578,112 | $42.5M | 6.47% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 323,537 | $35.7M | 5.45% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 352,944 | $28.2M | 4.30% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 33,456 | $25.0M | 3.81% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 316,780 | $23.6M | 3.59% |
| VANGUARD VALUE INDEX FUND | VTV | — | 125,770 | $23.5M | 3.58% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 197,842 |
6.6M | 2.54% |
| ISHARES GOLD TRUST | IAU | — | 215,646 |
5.7M | 2.39% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 188,686 |
5.6M | 2.38% |
| ISHARES EXPANDED TECH SECTOR ETF | IGM | — | 102,735 |
2.9M | 1.97% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 51,029 |
1.0M | 1.68% |
| VANGUARD 500 INDEX FUND | VOO | — | 17,683 |
0.8M | 1.65% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 23,055 |
0.8M | 1.65% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 67,787 | $9.6M | 1.47% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 114,346 | $9.0M | 1.38% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 34,948 | $7.3M | 1.11% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 26,017 | $6.8M | 1.03% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 125,128 | $6.3M | 0.97% |
| APPLE INC | AAPL | Technology | 23,795 | $6.1M | 0.92% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 23,761 | $6.0M | 0.92% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 61,244 | $5.6M | 0.85% |
| VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | VCLT | — | 69,580 | $5.4M | 0.82% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 8,983 | $5.4M | 0.82% |