account_balance
Investment manager · 13F filer · SEC CIK 1727593
White Lighthouse Investment Management Inc.
Reported value$829Mas of Sep 30, 2026
Positions148 6 new, 9 sold out
Top 10 weight60.0%VUG alone is 18%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
17.6%Added +5%
SHViShares Tr
8.0%
VXUSVanguard Star FDS
6.8%Added +3%
VYMVanguard Whitehall FDS
6.2%Trimmed −4%
SCHDSchwab Strategic Tr
4.1%Added +26%
VCSHVanguard Scottsdale FDS
3.9%Added +7%
VGTVanguard World Fd
3.7%Trimmed −3%
VTVVanguard Index FDS
3.7%Added +10%
BNDVanguard Bd Index FDS
3.3%Trimmed −2%
IGMiShares Tr
2.7%+3%
IXUSiShares Tr
2.1%
IAUiShares Gold Trust
1.9%
VUGVanguard Index FDS
17.6%Added +5%
SHViShares Tr
8.0%
VXUSVanguard Star FDS
6.8%
VYMVanguard Whitehall FDS
6.2%
SCHDSchwab Strategic Tr
4.1%+26%
VCSHVanguard Scottsdale FDS
3.9%
VGTVanguard World Fd
3.7%
VTVVanguard Index FDS
3.7%
BND3.3%
IGM
IXUS
IAU1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 17.6% Added +5%
SHV iShares Tr 8.0% Held
VXUS Vanguard Star FDS 6.8% Added +3%
VYM Vanguard Whitehall FDS 6.2% Trimmed −4%
SCHD Schwab Strategic Tr 4.1% Added +26%
VCSH Vanguard Scottsdale FDS 3.9% Added +7%
VGT Vanguard World Fd 3.7% Trimmed −3%
VTV Vanguard Index FDS 3.7% Added +10%
BND Vanguard Bd Index FDS 3.3% Trimmed −2%
IGM iShares Tr 2.7% Added +3%
IXUS iShares Tr 2.1% Held
IAU iShares Gold Trust 1.9% Added +5%What changed
Biggest moves since Jun 30, 2026
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