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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $492.3M $492.3M Q1 2024 Q2 2024: $518.3M Q2 2024 Q3 2024: $557.4M Q3 2024 Q4 2024: $569.2M Q4 2024 Q1 2025: $560.0M Q1 2025 Q2 2025: $614.8M Q2 2025 Q3 2025: $656.0M Q3 2025 Q4 2025: $716.4M Q4 2025 Q1 2026: $720.8M Q1 2026 Q2 2026: $802.3M Q2 2026

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
SCHG Schwab US Large-Cap Growth 0.07% 3,612 $335K Reduce -8.3%
ICLN iShares Global Clean Energy 0.07% 23,220 $325K Reduce -8.3%
XLK SS Technology Select Sector 0.06% 1,516 $316K Reduce -9.2%
SCHO Schwab Short-Term US Treas 0.06% 6,260 $302K No change
CSCO Cisco Systems Inc. 0.06% 6,000 $299K Reduce -6.3%
EFG iShares MSCI Eafe Growth ETF 0.06% 2,832 $294K No change
GOOG Alphabet Inc. Class C 0.06% 1,822 $277K Add +17.1%
JPM JPMorgan Chase & Co. 0.06% 1,378 $276K No change
XLV SS Health Care Select Sector 0.06% 1,850 $273K No change
JNK SS SPDR BB High Yield Bond 0.05% 2,814 $268K Add +15.8%
SCHF Schwab Intl Equity ETF 0.05% 6,681 $261K No change
NSRGY Nestle SA-Spons ADR 0.05% 2,265 $241K No change
AGG iShares Core U.S. Aggregate 0.05% 2,429 $238K Reduce -3.2%
MDT Medtronic PLC 0.05% 2,718 $237K No change
SCHC Schwab Intl Small-Cap Equity 0.05% 6,600 $236K No change
HYMB SS SPDR N Ice HY Muni ETF 0.05% 9,000 $231K No change
LMT Lockheed Martin Corp. 0.05% 500 $227K No change
HON Honeywell International Inc. 0.04% 1,075 $221K No change
PSA Public Storage 0.04% 750 $218K No change
GSLC Goldman Activebeta US LC ETF 0.04% 1,992 $207K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 151$802.3MVUG, SHV, VXUS, VYM, VCSH
Q1 2026 145$720.8MVUG, SHV, VYM, VXUS, VCSH
Q4 2025 150$716.4MVUG, VYM, SHV, VXUS, VCSH
Q3 2025 139$656.0MVUG, VYM, VXUS, SHV, VCSH
Q2 2025 138$614.8MVUG, VYM, VXUS, SHV, VCSH
Q1 2025 133$560.0MVUG, VYM, VXUS, SHV, VCSH
Q4 2024 133$569.2MVUG, VYM, VXUS, SHV, VCSH
Q3 2024 131$557.4MVUG, VYM, VXUS, VCSH, SHV
Q2 2024 121$518.3MVUG, VYM, VXUS, VCSH, VGT
Q1 2024 120$492.3MVUG, VYM, VXUS, VCSH, VGT