White Lighthouse Investment Management Inc.

Name: White Lighthouse Investment Management Inc. 13F holdings, Q2 2024
Creator: White Lighthouse Investment Management Inc.
Published: 2024-07-15

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024

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%
ASML ASML Holding NV-NY Reg SHS	0.07%	350	$358K	New
SUSA iShares ESG Optimized MSCI U	0.07%	3,154	$354K	No change
ICSH iShares Ultra Short Duration	0.07%	7,000	$354K	No change
BNDX Vanguard Total Intl Bond ETF	0.07%	7,112	$346K	Add +0.8%
XOM Exxon Mobil Corp.	0.07%	2,999	$345K	No change
CSCO Cisco Systems Inc.	0.06%	6,400	$304K	Add +6.7%
HON Honeywell International Inc.	0.05%	1,290	$275K	Add +20.0%
XLV SS Health Care Select Sector	0.05%	1,850	$270K	No change
JNK SS SPDR BB High Yield Bond	0.05%	2,860	$270K	Add +1.6%
SCHO Schwab Short-Term US Treas	0.05%	5,460	$263K	Reduce -12.8%
SCHF Schwab Intl Equity ETF	0.05%	6,681	$257K	No change
AGG iShares Core U.S. Aggregate	0.05%	2,427	$236K	Reduce -0.1%
SCHC Schwab Intl Small-Cap Equity	0.05%	6,600	$235K	No change
LMT Lockheed Martin Corp.	0.05%	500	$234K	No change
HYMB SS SPDR N Ice HY Muni ETF	0.04%	9,000	$229K	No change
PANW Palo Alto Networks Inc.	0.04%	660	$224K	New
EFG iShares MSCI Eafe Growth ETF	0.04%	2,170	$222K	Reduce -23.4%
ISRG Intuitive Surgical Inc.	0.04%	487	$217K	New
MDT Medtronic PLC	0.04%	2,718	$214K	No change
GSLC Goldman Activebeta US LC ETF	0.04%	1,992	$213K	No change
NLY Annaly Capital Management Inc.	0.04%	10,399	$198K	New

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