White Lighthouse Investment Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$5.38M |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.98M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$1.81M |
| 4 |
Marriott International
MAR
|
+$1.3M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$727K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$524K |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$462K |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$442K |
| 4 |
iShares Select Dividend ETF
DVY
|
+$332K |
| 5 |
Vanguard Morningstar Mega Cap Growth ETF
MGK
|
+$316K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.19% |
| 2 | Consumer Staples | 1.08% |
| 3 | Consumer Discretionary | 1.01% |
| 4 | Healthcare | 0.87% |
| 5 | Financials | 0.52% |
Similar funds
White Lighthouse Investment Management's Q4 2024 Portfolio in Review
As of Q4 2024, White Lighthouse Investment Management held 138 positions worth $569M, up 2.1% from $557M the previous quarter. Its ten largest holdings account for 58% of the portfolio.
White Lighthouse Investment Management's Q4 2024 filing shows 7 new, 53 increased, 51 reduced and 5 closed positions. Its largest new stake was Marriott International: 4,735 shares worth $1.32M. The largest sale was Vanguard Dividend Appreciation ETF, an estimated $524K.
By sector, the portfolio is most concentrated in Technology at 2.2% of assets, up from 2% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.
- White Lighthouse Investment Management's largest Q4 2024 buy was Marriott International: 4,735 shares worth $1.32M.
- White Lighthouse Investment Management added most to iShares 0-1 Year Treasury Bond ETF in Q4 2024, an estimated $5.38M increase.
- White Lighthouse Investment Management's biggest Q4 2024 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $524K.
- White Lighthouse Investment Management fully exited State Street SPDR S&P 500 ESG ETF in Q4 2024, selling an estimated $291K.
- White Lighthouse Investment Management's ten largest holdings make up 58% of its $569M portfolio in Q4 2024.
- White Lighthouse Investment Management opened 7 new positions and closed 5 in Q4 2024.
- White Lighthouse Investment Management's portfolio value rose 2.1% quarter-over-quarter to $569M.
Based on White Lighthouse Investment Management's 13F filing for Q4 2024, filed 4 Feb 2025.