White Lighthouse Investment Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$3.17M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.47M |
| 3 |
Vanguard Morningstar Growth ETF
VUG
|
+$1.28M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$709K |
| 5 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$582K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares International Select Dividend ETF
IDV
|
+$542K |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$521K |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$432K |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$345K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$341K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.38% |
| 2 | Healthcare | 1.25% |
| 3 | Consumer Staples | 0.99% |
| 4 | Industrials | 0.8% |
| 5 | Financials | 0.49% |
Similar funds
White Lighthouse Investment Management's Q2 2018 Portfolio in Review
As of Q2 2018, White Lighthouse Investment Management held 121 positions worth $182M, up 4.4% from $174M the previous quarter. Its ten largest holdings account for 45% of the portfolio.
White Lighthouse Investment Management deployed $6.71M of net new capital in Q2 2018, opening 4 new positions and adding to 43 existing holdings. Its largest new stake was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund: 4,470 shares worth $454K.
By sector, the portfolio is most concentrated in Technology at 4.4% of assets, up from 4.3% a quarter earlier, followed by Healthcare and Consumer Staples.
On the sell side, the largest reduction was iShares International Select Dividend ETF, an estimated $542K trimmed.
- White Lighthouse Investment Management's largest Q2 2018 buy was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund: 4,470 shares worth $454K.
- White Lighthouse Investment Management added most to Vanguard High Dividend Yield ETF in Q2 2018, an estimated $3.17M increase.
- White Lighthouse Investment Management's biggest Q2 2018 reduction was iShares International Select Dividend ETF, cutting an estimated $542K.
- White Lighthouse Investment Management fully exited WisdomTree Global High Dividend Fund in Q2 2018, selling an estimated $225K.
- White Lighthouse Investment Management's ten largest holdings make up 45% of its $182M portfolio in Q2 2018.
- White Lighthouse Investment Management opened 4 new positions and closed 3 in Q2 2018.
- White Lighthouse Investment Management's portfolio value rose 4.4% quarter-over-quarter to $182M.
Based on White Lighthouse Investment Management's 13F filing for Q2 2018, filed 9 Aug 2018.