White Lighthouse Investment Management Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), White Lighthouse Investment Management Inc. reported 120 stock positions worth $492.3 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 16.4% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 9.8%) and Vanguard Total Intl Stock (VXUS, 6.1%). Compared with Q4 2023, it opened 2 new positions, sold out of 3, added to 44 and reduced 50. The biggest buy was a new position in iShares Gold Trust (IAU) and the biggest sale an exit from iShares Gold Trust (IAU).
- Most Recent 13F
- Q2 2026
- Location
- BEDFORD, MA
- CIK
- 0001727593
- Portfolio Value
- $492.3M (Q1 2024)
- SEC Filing
- 0001085146-24-002302 ↗ filed May 7, 2024
Holdings Value
Holdings 120 stocks · $492.3M
| VUG Vanguard Mrngstar GR ETF-Sui | 16.38% | 234,354 | $80.6M | Reduce -0.0% |
| VYM Vanguard High DVD Yield ETF | 9.84% | 400,257 | $48.4M | Add +2.0% |
| VXUS Vanguard Total Intl Stock | 6.14% | 501,329 | $30.2M | Add +4.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.61% | 293,393 | $22.7M | Add +0.6% |
| VGT Vanguard Info Tech ETF | 4.27% | 40,126 | $21.0M | Reduce -0.7% |
| SHV iShares 0-1 Year Treasury Bo | 3.20% | 142,667 | $15.8M | Add +15.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.17% | 96,081 | $15.6M | Add +2.8% |
| BND Vanguard Total Bond Market | 2.99% | 202,802 | $14.7M | Add +5.1% |
| VCIT Vanguard Int-Term Corporate | 2.78% | 170,055 | $13.7M | Add +11.9% |
| IXUS iShares Core Intl Stock ETF | 2.65% | 191,997 | $13.0M | Add +3.8% |
| IAU iShares Gold Trust | 2.26% | 265,371 | $11.1M | New |
| VIG Vanguard Dividend Apprec ETF | 2.10% | 56,741 | $10.4M | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 1.97% | 28,793 | $9.7M | Reduce -7.3% |
| BSV Vanguard Short-Term Bond ETF | 1.85% | 118,998 | $9.1M | Reduce -3.2% |
| DVY iShares Select Dividend ETF | 1.73% | 69,256 | $8.5M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 1.56% | 15,932 | $7.7M | Add +6.3% |
| VHT Vanguard Health Care ETF | 1.51% | 27,561 | $7.5M | Add +0.6% |
| IGM iShares Expanded Tech Sector | 1.33% | 75,823 | $6.5M | Reduce -4.8% |
| AAPL Apple Inc. | 1.30% | 37,448 | $6.4M | Reduce -0.2% |
| VCLT Vanguard Long-Term Corp. Bond | 1.28% | 80,841 | $6.3M | Add +2.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.23% | 31,674 | $6.1M | Reduce -0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.10% | 23,599 | $5.4M | Add +2.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.96% | 10,663 | $4.7M | Reduce -1.3% |
| VTIP Vanguard Short-Term Tips | 0.92% | 94,923 | $4.5M | Add +41.8% |
| VSGX Vanguard ESG Intl Stock ETF | 0.89% | 76,116 | $4.4M | Add +1.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.87% | 93,685 | $4.3M | Add +3.3% |
| VGSH Vanguard Short-Term Treasury | 0.87% | 73,455 | $4.3M | Add +9.5% |
| ESGV Vanguard ESG US Stock ETF | 0.77% | 40,545 | $3.8M | Add +6.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.76% | 15,067 | $3.8M | Add +7.3% |
| VNQ Vanguard Real Estate ETF | 0.76% | 43,049 | $3.7M | Add +9.9% |
| SCHD Schwab US DVD Equity ETF | 0.69% | 42,403 | $3.4M | Reduce -0.5% |
| BIV Vanguard Intermediate-Term B | 0.67% | 43,544 | $3.3M | Add +13.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.63% | 20,019 | $3.1M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 0.60% | 16,482 | $3.0M | Add +1.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.57% | 11,902 | $2.8M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 10,089 | $2.6M | Reduce -5.9% |
| MSFT Microsoft Corp. | 0.49% | 5,780 | $2.4M | Add +0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 57,317 | $2.4M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 4,389 | $2.3M | Reduce -0.8% |
| ESGU iShares ESG Aware MSCI USA | 0.43% | 18,486 | $2.1M | Add +0.1% |
| SCHP Schwab U.S. Tips ETF | 0.41% | 38,838 | $2.0M | Add +31.7% |
| IXJ iShares Global Healthcare Et | 0.39% | 20,675 | $1.9M | Reduce -0.6% |
| MUB iShares National Muni Bond E | 0.38% | 17,591 | $1.9M | Add +4.0% |
| IJT iShares S&P Small-Cap 600 GR | 0.36% | 13,656 | $1.8M | Reduce -0.9% |
| IBB iShares Biotechnology ETF | 0.35% | 12,577 | $1.7M | Reduce -1.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.35% | 17,095 | $1.7M | Reduce -1.6% |
| IUSG iShares Core S&P U.S. Growth | 0.33% | 14,009 | $1.6M | Reduce -1.6% |
| BLV Vanguard Long-Term Bond ETF | 0.33% | 22,341 | $1.6M | Reduce -9.1% |
| GLD SPDR Gold Shares | 0.31% | 7,320 | $1.5M | Add +0.3% |
| ESGD iShares Trust iShares ESG Aw | 0.31% | 18,838 | $1.5M | Add +9.0% |
| VCR Vanguard Consumer Discre ETF | 0.30% | 4,703 | $1.5M | Add +9.4% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 29,020 | $1.5M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.29% | 9,376 | $1.4M | Add +0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.28% | 27,598 | $1.4M | Add +2.6% |
| VOX Vanguard Communication Servi | 0.28% | 10,409 | $1.4M | Add +9.2% |
| JNJ Johnson & Johnson | 0.27% | 8,376 | $1.3M | Reduce -1.5% |
| UNH Unitedhealth Group Inc. | 0.26% | 2,630 | $1.3M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 3,062 | $1.3M | Reduce -3.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.25% | 21,360 | $1.3M | Reduce -4.4% |
| WMT Walmart Inc. | 0.25% | 20,166 | $1.2M | Reduce -0.5% |
| ICF iShares Select U.S. REIT ETF | 0.24% | 20,835 | $1.2M | Reduce -0.0% |
| IVV iShares Core S&P 500 ETF | 0.22% | 2,039 | $1.1M | Add +2.9% |
| SO The Southern Co. | 0.21% | 14,100 | $1.0M | Add +0.0% |
| SUB iShares Short-Term National | 0.20% | 9,500 | $995K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.19% | 3,341 | $958K | Reduce -2.1% |
| CAT Caterpillar Inc. | 0.19% | 2,571 | $942K | No change |
| AMGN Amgen Inc. | 0.19% | 3,232 | $919K | Reduce -2.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.19% | 17,916 | $919K | Add +0.4% |
| SGOL Abrdn Physical Gold Shares | 0.18% | 40,933 | $864K | Reduce -1.0% |
| VGK Vanguard Ftse Europe ETF | 0.17% | 12,420 | $836K | Add +1.2% |
| PM Philip Morris International | 0.16% | 8,600 | $788K | No change |
| ANET Arista Networks Inc. | 0.16% | 2,700 | $783K | Reduce -61.4% |
| EW Edwards Lifesciences Corp. | 0.16% | 8,142 | $778K | No change |
| IJR iShares Core S&P Small-Cap E | 0.15% | 6,736 | $744K | Add +4.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.15% | 22,702 | $732K | Add +3.8% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.13% | 10,264 | $655K | Add +11.0% |
| PG The Procter & Gamble Co. | 0.13% | 4,030 | $654K | Reduce -1.4% |
| EMB iShares JP Morgan Usd Emergi | 0.12% | 6,754 | $606K | Add +1.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.12% | 3,226 | $604K | Reduce -3.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 2,333 | $559K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.11% | 3,398 | $558K | Reduce -1.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.11% | 7,254 | $553K | Reduce -8.9% |
| NUSC Nuveen ESG Small-Cap ETF | 0.10% | 12,227 | $509K | Reduce -2.7% |
| GDX Vaneck Gold Miners ETF | 0.09% | 14,384 | $455K | Reduce -0.6% |
| VPL Vanguard Ftse Pacific ETF | 0.09% | 5,869 | $446K | No change |
| CVS CVS Health Corp. | 0.09% | 5,400 | $431K | No change |
| PEP Pepsico Inc. | 0.08% | 2,335 | $409K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.08% | 3,580 | $409K | Reduce -3.8% |
| DUK Duke Energy Corp. | 0.08% | 4,161 | $402K | Add +0.0% |
| MRK Merck & Co. Inc. | 0.08% | 2,879 | $380K | No change |
| VPU Vanguard Utilities ETF | 0.08% | 2,644 | $377K | Reduce -1.2% |
| SOXX iShares Semiconductor ETF | 0.08% | 1,641 | $371K | Reduce -2.7% |
| AFRM Affirm Holdings Inc. | 0.07% | 9,845 | $367K | Reduce -18.2% |
| ICSH iShares Ultra Short Duration | 0.07% | 7,000 | $354K | No change |
| XOM Exxon Mobil Corp. | 0.07% | 2,999 | $349K | Reduce -14.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.07% | 7,059 | $347K | Add +0.1% |
| INTC Intel Corp. | 0.07% | 7,803 | $345K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.07% | 3,154 | $344K | Reduce -5.6% |
| VFH Vanguard Financials ETF | 0.07% | 3,347 | $343K | Add +11.2% |
| ASMLF ASML Holding NV | 0.07% | 350 | $340K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| IAU iShares Gold Trust | Sold out | 0.00% | −2.17 |
| AAPL Apple Inc. | Reduce -0.2% | 1.30% | −0.28 |
| BSV Vanguard Short-Term Bond ETF | Reduce -3.2% | 1.85% | −0.22 |
| ANET Arista Networks Inc. | Reduce -61.4% | 0.16% | −0.20 |
| IWF iShares Russell 1000 Growth | Reduce -7.3% | 1.97% | −0.09 |
| BLV Vanguard Long-Term Bond ETF | Reduce -9.1% | 0.33% | −0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.06 |
| AFRM Affirm Holdings Inc. | Reduce -18.2% | 0.07% | −0.05 |
| DVY iShares Select Dividend ETF | Reduce -0.4% | 1.73% | −0.05 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -0.4% | 0.26% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.8% | 0.49% | −0.03 |
| IBB iShares Biotechnology ETF | Reduce -1.4% | 0.35% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.9% | 0.53% | −0.02 |
| ICF iShares Select U.S. REIT ETF | Reduce -0.0% | 0.24% | −0.02 |
| JNJ Johnson & Johnson | Reduce -1.5% | 0.27% | −0.02 |
| AMGN Amgen Inc. | Reduce -2.1% | 0.19% | −0.02 |
| ICLN iShares Global Clean Energy | Reduce -8.3% | 0.07% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -4.4% | 0.25% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.5% | 0.69% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 2.10% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -0.9% | 0.36% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.0% | 1.23% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -1.9% | 0.63% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.5% | 0.57% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -6.3% | 0.06% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.2% | 0.30% | −0.01 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -8.9% | 0.11% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -0.7% | 4.27% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.3% | 0.96% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -3.2% | 0.05% | −0.01 |
| XLK SS Technology Select Sector | Reduce -9.2% | 0.06% | −0.01 |
| GDX Vaneck Gold Miners ETF | Reduce -0.6% | 0.09% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -14.3% | 0.07% | −0.01 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -2.7% | 0.10% | −0.00 |
| VPU Vanguard Utilities ETF | Reduce -1.2% | 0.08% | −0.00 |
| IXJ iShares Global Healthcare Et | Reduce -0.6% | 0.39% | −0.00 |
| SUSA iShares ESG Optimized MSCI U | Reduce -5.6% | 0.07% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -8.3% | 0.07% | −0.00 |
| SGOL Abrdn Physical Gold Shares | Reduce -1.0% | 0.18% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Reduce -3.8% | 0.08% | −0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -2.1% | 0.19% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 0.13% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.0% | 0.11% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -1.6% | 0.35% | +0.00 |
| SOXX iShares Semiconductor ETF | Reduce -2.7% | 0.08% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 0.47% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -3.0% | 0.12% | +0.01 |
| IUSG iShares Core S&P U.S. Growth | Reduce -1.6% | 0.33% | +0.01 |
| WMT Walmart Inc. | Reduce -0.5% | 0.25% | +0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| IAU iShares Gold Trust | New | 2.26% | +2.26 |
| VYM Vanguard High DVD Yield ETF | Add +2.0% | 9.84% | +0.25 |
| SHV iShares 0-1 Year Treasury Bo | Add +15.6% | 3.20% | +0.23 |
| VTIP Vanguard Short-Term Tips | Add +41.8% | 0.92% | +0.23 |
| VOO Vanguard S&P 500 ETF | Add +6.3% | 1.56% | +0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.8% | 3.17% | +0.11 |
| VCIT Vanguard Int-Term Corporate | Add +11.9% | 2.78% | +0.08 |
| SCHP Schwab U.S. Tips ETF | Add +31.7% | 0.41% | +0.07 |
| AMZN Amazon.com Inc. | Add +1.2% | 0.60% | +0.06 |
| ESGV Vanguard ESG US Stock ETF | Add +6.5% | 0.77% | +0.06 |
| VXUS Vanguard Total Intl Stock | Add +4.6% | 6.14% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +7.3% | 0.76% | +0.05 |
| GSLC Goldman Activebeta US LC ETF | New | 0.04% | +0.04 |
| VOX Vanguard Communication Servi | Add +9.2% | 0.28% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.9% | 1.10% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +13.2% | 0.67% | +0.02 |
| ESGD iShares Trust iShares ESG Aw | Add +9.0% | 0.31% | +0.02 |
| MSFT Microsoft Corp. | Add +0.2% | 0.49% | +0.02 |
| IXUS iShares Core Intl Stock ETF | Add +3.8% | 2.65% | +0.02 |
| VCR Vanguard Consumer Discre ETF | Add +9.4% | 0.30% | +0.02 |
| VHT Vanguard Health Care ETF | Add +0.6% | 1.51% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +2.9% | 0.22% | +0.01 |
| VGSH Vanguard Short-Term Treasury | Add +9.5% | 0.87% | +0.01 |
| VFH Vanguard Financials ETF | Add +11.2% | 0.07% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +17.1% | 0.06% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +0.1% | 0.43% | +0.01 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +11.0% | 0.13% | +0.00 |
| JNK SS SPDR BB High Yield Bond | Add +15.8% | 0.05% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.29% | +0.00 |
| GLD SPDR Gold Shares | Add +0.3% | 0.31% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +4.4% | 0.15% | −0.00 |
| VNQ Vanguard Real Estate ETF | Add +9.9% | 0.76% | −0.00 |
| VGK Vanguard Ftse Europe ETF | Add +1.2% | 0.17% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +3.8% | 0.15% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.1% | 0.07% | −0.01 |
| DUK Duke Energy Corp. | Add +0.0% | 0.08% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +1.3% | 0.12% | −0.01 |
| SO The Southern Co. | Add +0.0% | 0.21% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +0.4% | 0.19% | −0.01 |
| MUB iShares National Muni Bond E | Add +4.0% | 0.38% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +2.6% | 0.28% | −0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Add +1.4% | 0.89% | −0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +3.3% | 0.87% | −0.05 |
| VCLT Vanguard Long-Term Corp. Bond | Add +2.9% | 1.28% | −0.09 |
| BND Vanguard Total Bond Market | Add +5.1% | 2.99% | −0.11 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.6% | 4.61% | −0.33 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 151 | $802.3M | VUG, SHV, VXUS, VYM, VCSH |
| Q1 2026 | 145 | $720.8M | VUG, SHV, VYM, VXUS, VCSH |
| Q4 2025 | 150 | $716.4M | VUG, VYM, SHV, VXUS, VCSH |
| Q3 2025 | 139 | $656.0M | VUG, VYM, VXUS, SHV, VCSH |
| Q2 2025 | 138 | $614.8M | VUG, VYM, VXUS, SHV, VCSH |
| Q1 2025 | 133 | $560.0M | VUG, VYM, VXUS, SHV, VCSH |
| Q4 2024 | 133 | $569.2M | VUG, VYM, VXUS, SHV, VCSH |
| Q3 2024 | 131 | $557.4M | VUG, VYM, VXUS, VCSH, SHV |
| Q2 2024 | 121 | $518.3M | VUG, VYM, VXUS, VCSH, VGT |
| Q1 2024 | 120 | $492.3M | VUG, VYM, VXUS, VCSH, VGT |