White Lighthouse Investment Management Inc. Incresed Positions in Q3 2024

White Lighthouse Investment Management Inc.

  • $556 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13K
+ 3.13%
$117.9 - $128.2 $1.54M - $1.67M
430K $55.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
20.9K
+ 4.06%
$58.03 - $65.37 $1.21M - $1.36M
535K $34.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
28.8K
+ 12.75%
$71.45 - $75.64 $2.06M - $2.18M
255K $19.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
13.3K
+ 7.08%
$79.29 - $84.02 $1.05M - $1.12M
201K $16.8M
VTV
Vanguard Value ETF

ETFs
2.48K
+ 2.52%
$159.75 - $174.57 $396K - $433K
101K $17.6M
IAU
Ishares Gold Trust

ETFs
2.02K
+ 0.8%
$44.06 - $50.5 $88.9K - $102K
254K $12.6M
DVY
Ishares Tr

ETFs
1.66K
+ 2.46%
$119.99 - $135.74 $199K - $225K
68.9K $9.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.16K
+ 1.98%
$76.94 - $79.54 $474K - $490K
317K $25.2M
IXUS
Ishares Tr

ETFs
1.64K
+ 0.86%
$64.9 - $73.35 $106K - $120K
191K $13.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.05K
+ 6.66%
$475.2 - $527.7 $497K - $551K
16.7K $8.83M
PM
Philip Morris International Inc.

Consumer Defensive
5K
+ 71.41%
$101.25 - $127.45 $506K - $637K
12K $1.46M
MUB
Ishares National Muni Bond ETF

ETFs
5.56K
+ 27.23%
$106.13 - $108.7 $590K - $604K
26K $2.82M
SHV
Ishares Tr

ETFs
4.84K
+ 2.41%
$110.05 - $110.63 $533K - $536K
206K $22.8M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.31K
+ 3.02%
$55.06 - $62.25 $127K - $144K
78.8K $4.85M
VO
Vanguard Mid Cap ETF

ETFs
410
+ 2.56%
$237.84 - $263.83 $97.5K - $108K
16.4K $4.33M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.24K
+ 18.97%
$69.16 - $76.64 $293K - $325K
26.6K $2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.8K
+ 6.1%
$74.26 - $78.84 $208K - $221K
48.8K $3.82M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.75K
+ 131.15%
$93.65 - $97.81 $351K - $367K
6.61K $646K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.68K
+ 4.24%
$44.83 - $47.42 $165K - $175K
90.5K $4.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.37K
+ 4.39%
$41.9 - $48.26 $99.3K - $114K
56.4K $2.7M
SUB
Ishares Short Term National Mu

ETFs
3K
+ 31.58%
$104.3 - $106.3 $313K - $319K
12.5K $1.33M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
494
+ 1.17%
$77.02 - $85.06 $38K - $42K
42.7K $3.61M
VPU
Vanguard Utilities ETF

ETFs
1.43K
+ 49.4%
$146.64 - $174.54 $210K - $250K
4.33K $753K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
708
+ 1.77%
$91.37 - $101.65 $64.7K - $72K
40.6K $4.13M
WMT
Walmart Inc.

Consumer Defensive
52
+ 0.26%
$66.91 - $81.4 $3.48K - $4.23K
20.2K $1.63M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.72K
+ 3.71%
$48.06 - $49.39 $179K - $184K
104K $5.13M
VTI
Vanguard Total Stock Market Et

ETFs
308
+ 2.94%
$255.18 - $283.2 $78.6K - $87.2K
10.8K $3.06M
IGM
Ishares Expanded Tech Sector E

ETFs
966
+ 1.24%
$84.03 - $98.62 $81.2K - $95.3K
78.9K $7.57M
VOT
Vanguard Mid Cap Growth Index

ETFs
154
+ 1.31%
$218.05 - $243.47 $33.6K - $37.5K
11.9K $2.89M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.84K
+ 8.73%
$49.93 - $51.15 $142K - $145K
35.3K $1.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.89K
+ 4.67%
$51.58 - $53.79 $97.2K - $101K
42.2K $2.26M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
572
+ 3.03%
$75.63 - $84.89 $43.3K - $48.6K
19.4K $1.64M
VCR
Vanguard Consumer Discretionar

ETFs
45
+ 0.96%
$291.88 - $341.94 $13.1K - $15.4K
4.72K $1.61M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
61
+ 0.36%
$113.45 - $126.18 $6.92K - $7.7K
16.8K $2.12M
VEU
Vanguard Ftse All World Ex Us

ETFs
303
+ 1.42%
$56.47 - $63.69 $17.1K - $19.3K
21.6K $1.36M
VEA
Vanguard Ftse Developed Market

ETFs
140
+ 0.49%
$47.6 - $53.31 $6.66K - $7.46K
28.6K $1.51M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
783
+ 32.26%
$96.25 - $101.98 $75.4K - $79.9K
3.21K $325K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
74
+ 1.1%
$105.53 - $118.34 $7.81K - $8.76K
6.79K $793K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
224
+ 1.78%
$65.06 - $71.72 $14.6K - $16.1K
12.8K $909K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
963
+ 8.85%
$62.4 - $62.4 $60.1K - $60.1K
11.8K $738K
VV
Vanguard Large Cap ETF

ETFs
92
+ 4.68%
$236.92 - $263.4 $21.8K - $24.2K
2.06K $541K
XLK
Technology Sector Spdr

ETFs
221
+ 10.53%
$197.34 - $237.68 $43.6K - $52.5K
2.32K $523K
PG
Procter & Gamble CO

Consumer Defensive
18
+ 0.45%
$160.76 - $177.82 $2.89K - $3.2K
4.05K $701K
QUAL
Ishares Msci Usa Quality Facto

ETFs
15
+ 0.45%
$162.64 - $179.3 $2.44K - $2.69K
3.38K $605K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
102
+ 1.53%
$36.98 - $41.55 $3.77K - $4.24K
6.78K $278K
SCHC
Schwab Strategic Tr Intl Small

ETFs
20
+ 0.3%
$34.48 - $38.87 $690 - $777
6.62K $255K
AVGO
Broadcom Inc.

Technology
2.07K
+ 882.91%
$136.27 - $1745.86 $282K - $3.61M
2.3K $396K
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 0.45%
$194.9 - $224.8 $1.56K - $1.8K
1.8K $378K
EFG
Msci Eafe Growth ETF

ETFs
8
+ 0.37%
$96.84 - $108.77 $775 - $870
2.18K $234K
Activity Summary
Buys All Purchases 66 New Holdings 12 Increased Positions 54 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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