White Lighthouse Investment Management Inc.
152 holdingsFiling period: 2026-06-30Current AUM: $805.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 1.54M | $133.0M | $134.5M | 16.69% | +1.30M | 2026-06-30 |
| 2 | SHV | ISHARES TR | 606.6K | $66.9M | $66.8M | 8.29% | +87.1K | 2026-06-30 |
| 3 | VXUS | VANGUARD STAR FDS | 641.1K | $54.8M | $54.9M | 6.82% | -2,601 | 2026-06-30 |
| 4 | VYM | VANGUARD WHITEHALL FDS | 341.7K | $54.0M | $55.2M | 6.85% | -41,323 | 2026-06-30 |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 390.8K | $30.9M | $30.3M | 3.77% | +7.2K | 2026-06-30 |
| 6 | VGT | VANGUARD WORLD FD | 253.0K | $30.2M | $30.1M | 3.73% | +220.6K | 2026-06-30 |
| 7 | BND | VANGUARD BD INDEX FDS | 394.3K | $28.9M | $28.1M | 3.48% | +10.9K | 2026-06-30 |
| 8 | VTV | VANGUARD INDEX FDS | 128.9K | $28.1M | $28.7M | 3.56% | -2,259 | 2026-06-30 |
| 9 | SCHD | SCHWAB STRATEGIC TR | 835.4K | $26.5M | $28.7M | 3.56% | +150.6K | 2026-06-30 |
| 10 | IGM | ISHARES TR | 128.8K | $21.1M | $20.6M | 2.55% | +5.4K | 2026-06-30 |
| 11 | IXUS | ISHARES TR | 182.9K | $17.5M | $17.5M | 2.17% | -2,863 | 2026-06-30 |
| 12 | IAU | ISHARES GOLD TR | 196.1K | $14.8M | $15.8M | 1.97% | +2.5K | 2026-06-30 |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | 168.4K | $13.9M | $13.4M | 1.66% | -23,888 | 2026-06-30 |
| 14 | VOO | VANGUARD INDEX FDS | 18.5K | $12.7M | $12.9M | 1.60% | -346 | 2026-06-30 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | 51.9K | $12.3M | $12.3M | 1.53% | -393 | 2026-06-30 |
| 16 | DVY | ISHARES TR | 70.0K | $10.9M | $11.3M | 1.40% | -615 | 2026-06-30 |
| 17 | IWF | ISHARES TR | 87.3K | $10.8M | $10.5M | 1.30% | +64.8K | 2026-06-30 |
| 18 | BSV | VANGUARD BD INDEX FDS | 124.7K | $9.7M | $9.6M | 1.19% | +4.4K | 2026-06-30 |
| 19 | BIL | SPDR SERIES TRUST | 99.0K | $9.1M | $9.1M | 1.12% | +21.0K | 2026-06-30 |
| 20 | VTIP | VANGUARD MALVERN FDS | 179.1K | $9.0M | $8.9M | 1.10% | +9.2K | 2026-06-30 |
| 21 | VBR | VANGUARD INDEX FDS | 36.6K | $8.9M | $8.8M | 1.10% | -329 | 2026-06-30 |
| 22 | VB | VANGUARD INDEX FDS | 26.6K | $8.1M | $7.7M | 0.96% | -310 | 2026-06-30 |
| 23 | QQQ | INVESCO QQQ TR | 9.8K | $7.2M | $6.9M | 0.86% | +96 | 2026-06-30 |
| 24 | VHT | VANGUARD WORLD FD | 23.8K | $7.1M | $7.5M | 0.93% | -983 | 2026-06-30 |
| 25 | VSGX | VANGUARD WORLD FD | 80.0K | $6.6M | $6.5M | 0.81% | +2.0K | 2026-06-30 |
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