White Lighthouse Investment Management Inc.
146 holdingsFiling period: 2026-03-31Current AUM: $787.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 248.0K | $108.3M | $126.8M | 16.09% | +7.8K | 2026-03-31 |
| 2 | SHV | ISHARES TR | 519.5K | $57.3M | $57.4M | 7.28% | +47.1K | 2026-03-31 |
| 3 | VYM | VANGUARD WHITEHALL FDS | 383.0K | $56.7M | $62.0M | 7.87% | -88,831 | 2026-03-31 |
| 4 | VXUS | VANGUARD STAR FDS | 643.7K | $49.6M | $54.4M | 6.91% | +50.2K | 2026-03-31 |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 383.7K | $30.4M | $30.2M | 3.83% | +17.7K | 2026-03-31 |
| 6 | BND | VANGUARD BD INDEX FDS | 383.4K | $28.2M | $27.7M | 3.51% | +12.1K | 2026-03-31 |
| 7 | VTV | VANGUARD INDEX FDS | 131.2K | $25.7M | $28.9M | 3.66% | -134 | 2026-03-31 |
| 8 | VGT | VANGUARD WORLD FD | 32.4K | $22.6M | $29.3M | 3.72% | -298 | 2026-03-31 |
| 9 | SCHD | SCHWAB STRATEGIC TR | 684.7K | $21.0M | $22.9M | 2.91% | +497.1K | 2026-03-31 |
| 10 | IAU | ISHARES GOLD TR | 193.6K | $17.1M | $14.7M | 1.87% | -13,103 | 2026-03-31 |
| 11 | IXUS | ISHARES TR | 185.8K | $16.1M | $17.6M | 2.23% | -1,874 | 2026-03-31 |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | 192.3K | $15.9M | $15.6M | 1.98% | -8,205 | 2026-03-31 |
| 13 | IGM | ISHARES TR | 123.4K | $14.6M | $18.9M | 2.40% | +9.5K | 2026-03-31 |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | 52.3K | $11.3M | $12.5M | 1.59% | -257 | 2026-03-31 |
| 15 | VOO | VANGUARD INDEX FDS | 18.8K | $11.2M | $12.9M | 1.64% | +177 | 2026-03-31 |
| 16 | DVY | ISHARES TR | 70.6K | $10.7M | $11.4M | 1.45% | +211 | 2026-03-31 |
| 17 | IWF | ISHARES TR | 22.5K | $9.6M | $10.6M | 1.35% | -171 | 2026-03-31 |
| 18 | BSV | VANGUARD BD INDEX FDS | 120.4K | $9.4M | $9.3M | 1.19% | +2.9K | 2026-03-31 |
| 19 | VTIP | VANGUARD MALVERN FDS | 169.8K | $8.5M | $8.4M | 1.07% | +37.9K | 2026-03-31 |
| 20 | VBR | VANGUARD INDEX FDS | 37.0K | $8.0M | $9.0M | 1.15% | +990 | 2026-03-31 |
| 21 | BIL | SPDR SERIES TRUST | 78.0K | $7.1M | $7.2M | 0.91% | -1,389 | 2026-03-31 |
| 22 | VB | VANGUARD INDEX FDS | 26.9K | $7.1M | $7.9M | 1.01% | +2.3K | 2026-03-31 |
| 23 | VHT | VANGUARD WORLD FD | 24.7K | $6.7M | $7.5M | 0.96% | +256 | 2026-03-31 |
| 24 | QQQ | INVESCO QQQ TR | 9.7K | $5.6M | $6.7M | 0.85% | +455 | 2026-03-31 |
| 25 | AAPL | APPLE INC | 22.1K | $5.6M | $6.8M | 0.87% | -1,440 | 2026-03-31 |
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