White Lighthouse Investment Management Inc.
CIK:0001727593
Investment Adviser
$615M AUM
138 holdings
Lexington, MA, USA
White Lighthouse Investment Management Inc. is a Registered Investment Advisor (RIA) that serves worldwide expats, especially Americans living abroad.
Top Buys
V
VUGVANGUARD INDEX FDS+$19.4M
V
VGTVANGUARD WORLD FD+$3.8M
V
VYMVANGUARD WHITEHALL FDS+$3.8M
V
VXUSVANGUARD STAR FDS+$3.1M
I
IGMISHARES TR+$2.7M
Top Sells
I
IAUISHARES GOLD TR-$878.7K
A
AAPLAPPLE INC-$569.7K
U
UNHUNITEDHEALTH GROUP INC-$473.4K
V
VHTVANGUARD WORLD FD-$457.1K
V
VCEBVANGUARD WORLD FD-$411.6K
Top Holdings
V
VUGVANGUARD INDEX FDS+17.2%$106.0M
V
VYMVANGUARD WHITEHALL FDS+9.9%$60.8M
V
VXUSVANGUARD STAR FDS+6.3%$39.0M
S
SHVISHARES TR+5.2%$31.8M
V
VCSHVANGUARD SCOTTSDALE FDS+4.2%$25.5M
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 17.24% | $106.0M | 241,727 | $194.46 | $438.40 | +$19.4M |
V VYM | VANGUARD WHITEHALL FDS | 9.89% | $60.8M | 456,116 | $95.77 | $133.31 | +$3.8M |
V VXUS | VANGUARD STAR FDS | 6.34% | $39.0M | 564,240 | $56.89 | $69.09 | +$3.1M |
S SHV | ISHARES TR | 5.18% | $31.8M | 288,246 | $110.26 | $110.42 | +$121.9K |
V VCSH | VANGUARD SCOTTSDALE FDS | 4.15% | $25.5M | 321,274 | $78.94 | $79.50 | +$504.7K |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+2.6%
ELECTRONIC COMPUTERS
+1.0%
PHARMACEUTICAL PREPARATIONS
+0.6%
SERVICES-PREPACKAGED SOFTWARE
+0.6%
CIGARETTES
+0.6%