White Lighthouse Investment Management Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 15, 2024), White Lighthouse Investment Management Inc. reported 121 stock positions worth $518.3 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 17.0% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 9.5%) and Vanguard Total Intl Stock (VXUS, 6.0%). Compared with Q1 2024, it opened 6 new positions, sold out of 5, added to 55 and reduced 43. The biggest buy was iShares 0-1 Year Treasury Bo (SHV, shares +41%) and the biggest sale iShares Core Intl Stock ETF (IXUS, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BEDFORD, MA
- CIK
- 0001727593
- Portfolio Value
- $518.3M (Q2 2024)
- SEC Filing
- 0001085146-24-002958 ↗ filed Jul 15, 2024
Holdings Value
Holdings 121 stocks · $518.3M
| VUG Vanguard Mrngstar GR ETF-Sui | 16.98% | 235,477 | $88.0M | Add +0.5% |
| VYM Vanguard High DVD Yield ETF | 9.54% | 416,965 | $49.5M | Add +4.2% |
| VXUS Vanguard Total Intl Stock | 5.98% | 514,549 | $31.0M | Add +2.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.63% | 310,746 | $24.0M | Add +5.9% |
| VGT Vanguard Info Tech ETF | 4.42% | 39,750 | $22.9M | Reduce -0.9% |
| SHV iShares 0-1 Year Treasury Bo | 4.28% | 200,979 | $22.2M | Add +40.9% |
| BND Vanguard Total Bond Market | 3.14% | 226,071 | $16.3M | Add +11.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.04% | 98,499 | $15.7M | Add +2.5% |
| VCIT Vanguard Int-Term Corporate | 2.89% | 187,715 | $15.0M | Add +10.4% |
| IXUS iShares Core Intl Stock ETF | 2.47% | 189,487 | $12.8M | Reduce -1.3% |
| IAU iShares Gold Trust | 2.13% | 251,596 | $11.1M | Reduce -5.2% |
| VIG Vanguard Dividend Apprec ETF | 1.98% | 56,321 | $10.3M | Reduce -0.7% |
| IWF iShares Russell 1000 Growth | 1.94% | 27,596 | $10.1M | Reduce -4.2% |
| BSV Vanguard Short-Term Bond ETF | 1.72% | 116,205 | $8.9M | Reduce -2.4% |
| DVY iShares Select Dividend ETF | 1.57% | 67,228 | $8.1M | Reduce -2.9% |
| VOO Vanguard S&P 500 ETF | 1.51% | 15,680 | $7.8M | Reduce -1.6% |
| VHT Vanguard Health Care ETF | 1.44% | 28,024 | $7.5M | Add +1.7% |
| IGM iShares Expanded Tech Sector | 1.42% | 77,928 | $7.3M | Add +2.8% |
| AAPL Apple Inc. | 1.38% | 34,053 | $7.2M | Reduce -9.1% |
| VCLT Vanguard Long-Term Corp. Bond | 1.24% | 85,010 | $6.4M | Add +5.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.14% | 32,458 | $5.9M | Add +2.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.06% | 25,191 | $5.5M | Add +6.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.94% | 10,186 | $4.9M | Reduce -4.5% |
| VTIP Vanguard Short-Term Tips | 0.94% | 100,215 | $4.9M | Add +5.6% |
| VNQ Vanguard Real Estate ETF | 0.86% | 53,242 | $4.5M | Add +23.7% |
| VSGX Vanguard ESG Intl Stock ETF | 0.84% | 76,463 | $4.4M | Add +0.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.76% | 86,837 | $3.9M | Reduce -7.3% |
| VGSH Vanguard Short-Term Treasury | 0.76% | 67,591 | $3.9M | Reduce -8.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.75% | 15,987 | $3.9M | Add +6.1% |
| ESGV Vanguard ESG US Stock ETF | 0.74% | 39,932 | $3.9M | Reduce -1.5% |
| BIV Vanguard Intermediate-Term B | 0.66% | 46,001 | $3.4M | Add +5.6% |
| AMZN Amazon.com Inc. | 0.64% | 17,231 | $3.3M | Add +4.5% |
| SCHD Schwab US DVD Equity ETF | 0.63% | 42,212 | $3.3M | Reduce -0.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.56% | 19,454 | $2.9M | Reduce -2.8% |
| MSFT Microsoft Corp. | 0.55% | 6,330 | $2.8M | Add +9.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.54% | 10,481 | $2.8M | Add +3.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.52% | 11,734 | $2.7M | Reduce -1.4% |
| VWO Vanguard Ftse Emerging Marke | 0.46% | 53,996 | $2.4M | Reduce -5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 4,078 | $2.2M | Reduce -7.1% |
| MUB iShares National Muni Bond E | 0.42% | 20,420 | $2.2M | Add +16.1% |
| SCHP Schwab U.S. Tips ETF | 0.40% | 40,340 | $2.1M | Add +3.9% |
| ESGU iShares ESG Aware MSCI USA | 0.39% | 16,738 | $2.0M | Reduce -9.5% |
| IXJ iShares Global Healthcare Et | 0.37% | 20,775 | $1.9M | Add +0.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.34% | 13,589 | $1.7M | Reduce -0.5% |
| IBB iShares Biotechnology ETF | 0.33% | 12,568 | $1.7M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.33% | 9,406 | $1.7M | Add +0.3% |
| IUSG iShares Core S&P U.S. Growth | 0.32% | 13,023 | $1.7M | Reduce -7.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.31% | 32,466 | $1.6M | Add +17.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.31% | 15,406 | $1.6M | Reduce -9.9% |
| BLV Vanguard Long-Term Bond ETF | 0.30% | 22,351 | $1.6M | Add +0.0% |
| GLD SPDR Gold Shares | 0.30% | 7,129 | $1.5M | Reduce -2.6% |
| ESGD iShares Trust iShares ESG Aw | 0.29% | 18,870 | $1.5M | Add +0.2% |
| VCR Vanguard Consumer Discre ETF | 0.28% | 4,677 | $1.5M | Reduce -0.6% |
| VOX Vanguard Communication Servi | 0.28% | 10,524 | $1.5M | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 0.27% | 28,455 | $1.4M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 3,410 | $1.4M | Add +11.4% |
| WMT Walmart Inc. | 0.26% | 20,169 | $1.4M | Add +0.0% |
| UNH Unitedhealth Group Inc. | 0.26% | 2,630 | $1.3M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.24% | 21,271 | $1.2M | Reduce -0.4% |
| ICF iShares Select U.S. REIT ETF | 0.24% | 21,689 | $1.2M | Add +4.1% |
| JNJ Johnson & Johnson | 0.23% | 8,329 | $1.2M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 0.23% | 2,202 | $1.2M | Add +8.0% |
| SO The Southern Co. | 0.21% | 14,109 | $1.1M | Add +0.1% |
| AMGN Amgen Inc. | 0.20% | 3,332 | $1.0M | Add +3.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.19% | 3,206 | $1.0M | Reduce -4.0% |
| SUB iShares Short-Term National | 0.19% | 9,500 | $993K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.18% | 18,020 | $923K | Add +0.6% |
| SGOL Abrdn Physical Gold Shares | 0.17% | 40,783 | $900K | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.17% | 2,571 | $856K | No change |
| VGK Vanguard Ftse Europe ETF | 0.16% | 12,571 | $839K | Add +1.2% |
| EW Edwards Lifesciences Corp. | 0.15% | 8,142 | $752K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.14% | 22,130 | $742K | Reduce -2.5% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 6,713 | $716K | Reduce -0.3% |
| PM Philip Morris International | 0.14% | 7,000 | $709K | Reduce -18.6% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.13% | 10,879 | $684K | Add +6.0% |
| PG The Procter & Gamble Co. | 0.13% | 4,033 | $665K | Add +0.1% |
| EMB iShares JP Morgan Usd Emergi | 0.12% | 6,946 | $615K | Add +2.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.12% | 3,151 | $614K | Reduce -2.3% |
| QUAL iShares MSCI USA Quality Fac | 0.11% | 3,363 | $574K | Reduce -1.0% |
| MRK Merck & Co. Inc. | 0.11% | 4,482 | $555K | Add +55.7% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.10% | 6,671 | $541K | Reduce -8.0% |
| ANET Arista Networks Inc. | 0.10% | 1,500 | $526K | Reduce -44.4% |
| NUSC Nuveen ESG Small-Cap ETF | 0.10% | 12,877 | $507K | Add +5.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 1,966 | $491K | Reduce -15.7% |
| XLK SS Technology Select Sector | 0.09% | 2,098 | $475K | Add +38.4% |
| GOOG Alphabet Inc. Class C | 0.09% | 2,566 | $471K | Add +40.8% |
| GDX Vaneck Gold Miners ETF | 0.09% | 13,254 | $450K | Reduce -7.9% |
| VPL Vanguard Ftse Pacific ETF | 0.08% | 5,869 | $435K | No change |
| VPU Vanguard Utilities ETF | 0.08% | 2,899 | $429K | Add +9.6% |
| DUK Duke Energy Corp. | 0.08% | 4,161 | $417K | No change |
| AFRM Affirm Holdings Inc. | 0.08% | 13,782 | $416K | Add +40.0% |
| SOXX iShares Semiconductor ETF | 0.08% | 1,686 | $416K | Add +2.7% |
| VFH Vanguard Financials ETF | 0.08% | 4,158 | $415K | Add +24.2% |
| IWP iShares Russell Mid-Cap Grow | 0.08% | 3,565 | $393K | Reduce -0.4% |
| PEP Pepsico Inc. | 0.07% | 2,335 | $385K | No change |
| ICLN iShares Global Clean Energy | 0.07% | 28,222 | $376K | Add +21.5% |
| AVGO Broadcom Inc. | 0.07% | 234 | $376K | New |
| VONG Vanguard Russell 1000 Growth | 0.07% | 3,934 | $369K | New |
| SCHG Schwab US Large-Cap Growth | 0.07% | 3,647 | $368K | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.07% | 1,787 | $361K | Add +29.7% |
Portfolio Sells Q1 2024 → Q2 2024
| IXUS iShares Core Intl Stock ETF | Reduce -1.3% | 2.47% | −0.18 |
| DVY iShares Select Dividend ETF | Reduce -2.9% | 1.57% | −0.16 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.4% | 1.72% | −0.13 |
| IAU iShares Gold Trust | Reduce -5.2% | 2.13% | −0.13 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.7% | 1.98% | −0.12 |
| VGSH Vanguard Short-Term Treasury | Reduce -8.0% | 0.76% | −0.11 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -7.3% | 0.76% | −0.11 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.09 |
| INTC Intel Corp. | Sold out | 0.00% | −0.07 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.8% | 0.56% | −0.07 |
| ASMLF ASML Holding NV | Sold out | 0.00% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.5% | 0.63% | −0.06 |
| ANET Arista Networks Inc. | Reduce -44.4% | 0.10% | −0.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.4% | 0.52% | −0.05 |
| NSRGY Nestle SA-Spons ADR | Sold out | 0.00% | −0.05 |
| ESGU iShares ESG Aware MSCI USA | Reduce -9.5% | 0.39% | −0.05 |
| PSA Public Storage | Sold out | 0.00% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -1.6% | 1.51% | −0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -9.9% | 0.31% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.1% | 0.43% | −0.04 |
| JNJ Johnson & Johnson | Reduce -0.6% | 0.23% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -4.2% | 1.94% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.8% | 0.46% | −0.03 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -0.5% | 0.34% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.9% | 0.27% | −0.02 |
| PM Philip Morris International | Reduce -18.6% | 0.14% | −0.02 |
| ESGV Vanguard ESG US Stock ETF | Reduce -1.5% | 0.74% | −0.02 |
| VCR Vanguard Consumer Discre ETF | Reduce -0.6% | 0.28% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.5% | 0.94% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -15.7% | 0.09% | −0.02 |
| IBB iShares Biotechnology ETF | Reduce -0.1% | 0.33% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -23.4% | 0.04% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.4% | 0.24% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Reduce -7.0% | 0.32% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.3% | 0.14% | −0.01 |
| SCHO Schwab Short-Term US Treas | Reduce -12.8% | 0.05% | −0.01 |
| GLD SPDR Gold Shares | Reduce -2.6% | 0.30% | −0.01 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -8.0% | 0.10% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.4% | 0.08% | −0.01 |
| GDX Vaneck Gold Miners ETF | Reduce -7.9% | 0.09% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -2.5% | 0.14% | −0.01 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -2.3% | 0.12% | −0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -0.1% | 0.05% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.0% | 0.11% | −0.00 |
| SGOL Abrdn Physical Gold Shares | Reduce -0.4% | 0.17% | −0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -4.0% | 0.19% | −0.00 |
| AAPL Apple Inc. | Reduce -9.1% | 1.38% | +0.08 |
| VGT Vanguard Info Tech ETF | Reduce -0.9% | 4.42% | +0.15 |
Portfolio Buys Q1 2024 → Q2 2024
| SHV iShares 0-1 Year Treasury Bo | Add +40.9% | 4.28% | +1.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.5% | 16.98% | +0.61 |
| BND Vanguard Total Bond Market | Add +11.5% | 3.14% | +0.15 |
| VCIT Vanguard Int-Term Corporate | Add +10.4% | 2.89% | +0.11 |
| VNQ Vanguard Real Estate ETF | Add +23.7% | 0.86% | +0.10 |
| IGM iShares Expanded Tech Sector | Add +2.8% | 1.42% | +0.09 |
| AVGO Broadcom Inc. | New | 0.07% | +0.07 |
| VONG Vanguard Russell 1000 Growth | New | 0.07% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.07% | +0.07 |
| MSFT Microsoft Corp. | Add +9.5% | 0.55% | +0.05 |
| PANW Palo Alto Networks Inc. | New | 0.04% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 0.33% | +0.04 |
| ISRG Intuitive Surgical Inc. | New | 0.04% | +0.04 |
| AMZN Amazon.com Inc. | Add +4.5% | 0.64% | +0.04 |
| NLY Annaly Capital Management Inc. | New | 0.04% | +0.04 |
| MUB iShares National Muni Bond E | Add +16.1% | 0.42% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +40.8% | 0.09% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +17.6% | 0.31% | +0.03 |
| MRK Merck & Co. Inc. | Add +55.7% | 0.11% | +0.03 |
| XLK SS Technology Select Sector | Add +38.4% | 0.09% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.9% | 4.63% | +0.03 |
| WMT Walmart Inc. | Add +0.0% | 0.26% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +5.6% | 0.94% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +8.0% | 0.23% | +0.01 |
| AMGN Amgen Inc. | Add +3.1% | 0.20% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +29.7% | 0.07% | +0.01 |
| VFH Vanguard Financials ETF | Add +24.2% | 0.08% | +0.01 |
| HON Honeywell International Inc. | Add +20.0% | 0.05% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.9% | 0.54% | +0.01 |
| ICLN iShares Global Clean Energy | Add +21.5% | 0.07% | +0.01 |
| VPU Vanguard Utilities ETF | Add +9.6% | 0.08% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.4% | 0.27% | +0.01 |
| AFRM Affirm Holdings Inc. | Add +40.0% | 0.08% | +0.01 |
| SO The Southern Co. | Add +0.1% | 0.21% | +0.01 |
| SOXX iShares Semiconductor ETF | Add +2.7% | 0.08% | +0.00 |
| VOX Vanguard Communication Servi | Add +1.1% | 0.28% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +1.0% | 0.07% | +0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +6.0% | 0.13% | −0.00 |
| CSCO Cisco Systems Inc. | Add +6.7% | 0.06% | −0.00 |
| BIV Vanguard Intermediate-Term B | Add +5.6% | 0.66% | −0.00 |
| JNK SS SPDR BB High Yield Bond | Add +1.6% | 0.05% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.8% | 0.07% | −0.00 |
| ICF iShares Select U.S. REIT ETF | Add +4.1% | 0.24% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +2.8% | 0.12% | −0.00 |
| PG The Procter & Gamble Co. | Add +0.1% | 0.13% | −0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Add +5.3% | 0.10% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Add +3.9% | 0.40% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Add +1.2% | 0.16% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +0.6% | 0.18% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.1% | 0.75% | −0.02 |
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 |