RLIM
Red Lighthouse Investment Management Portfolio holdings
AUM
$262M
1-Year Est. Return
11.45%
1 Year Est. Return
+11.45%
AUM
$245M
AUM Growth
-$7.42M
(-2.9%)
Holding
113
Top Buys
| 1 | +$4.38M | |
| 2 | +$1.65M | |
| 3 | +$1.62M | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$1.43M |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$1.1M |
Top Sells
| 1 | +$1.83M | |
| 2 | +$1.13M | |
| 3 | +$1.1M | |
| 4 |
Dimensional US Real Estate ETF
DFAR
|
+$1.07M |
| 5 |
Microsoft
MSFT
|
+$731K |
Sector Composition
| 1 | Technology | 10.19% |
| 2 | Financials | 1.87% |
| 3 | Consumer Discretionary | 0.71% |
| 4 | Healthcare | 0.46% |
| 5 | Communication Services | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares US Financials ETF
IYF
$3.93B
| $17.6K | 0.01% |
184
|
|
||
102
iShares S&P GSCI Commodity-Indexed Trust
GSG
$973M
| $14.3K | 0.01% |
650
|
|
||
103
iShares ESG Optimized MSCI USA ETF
SUSA
$3.66B
| $14.1K | 0.01% |
129
+77
|
|
||
104
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
| $9.92K | ﹤0.01% |
196
-3,088
|
|
||
105
SPDR Dow Jones REIT ETF
RWR
$1.88B
| $3.86K | ﹤0.01% |
+41
|
|
||
106
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.05B
| $526 | ﹤0.01% |
+6
|
|
||
107
Avantis All Equity Markets Value ETF
AVGV
$160M
| – | – |
-866
|
|
||
108
Avantis International Large Cap Value ETF
AVIV
$880M
| – | – |
-30
|
|
||
109
Avantis US Large Cap Value ETF
AVLV
$8.23B
| – | – |
-40
|
|
||
|
110
Dimensional US Real Estate ETF
DFAR
$1.41B
| – | – |
-46,180
|
|
||
111
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.28B
| – | – |
-729
|
|
||
112
Globus Medical
GMED
$8.05B
| – | – |
-13,322
|
|
||
113
Avantis Emerging Markets ex-China Equity ETF
AVXC
$172M
| – | – |
-784
|
|