White-Lighthouse-Investment-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "VCEB", "VSGX", "GDX", "NLY", null, null, null, "VONG", "GOOGL", "AFRM", "ASML", "CAT", "AVGO", "HON", "HD", null, "UNP", "ISRG", "MUB", null, null, null, "ICF", "MDT", "MSFT", "IJR", "EFG", "VHT", null, null, null, "IWF", null, "PANW", "PEP", "VGSH", null, null, "IVV", "UNH", "AAPL", "SPY", "NVDA", "LMT", "PG", "MRK", "AMGN", "SPGI", "GLD", "SPYG", null, null, null, "BIV", "VNQ", "VO", "VV", "VOE", null, "VWO", "VCIT", "VIG", "VYM", "EW", "IWP", "SGOL", null, "AMZN", null, null, null, "ESGD", null, null, "VEU", "VPL", null, "VGT", null, "ESGV", "VUG", "VFH", "VEA", "VGK", "BLV", null, null, "MGK", null, "VXUS", "BNDX", "VTEB", "BND", "VBR", "VOT", "BSV", "VB", "VOO", null, "VTV", "WMT", "IUSG", null, null, "SCHD", "BIIB", "DVY", "SCHG", "SCHF", "SO", "IXUS", "MTUM", null, null, "ESGU", "BRK-B", "BTI", "CVX", "CSCO", "COST", "DE", "IJT", "MAR", "QQQ", "GOOG", "XOM", "JNJ", "PM", "MO", "XLK", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 133
- Total Value
- 560008865
- Accession Number
- 0001085146-25-002958
- Form Type
- 13F-HR
- Manager Name
- White-Lighthouse-Investment-Management
Data Enrichment
75% identified100 identified33 unidentified
Holdings
133 positions • $560.0M total value
Manager:
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464287325
Shares:19.3K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$560.0M)
Shares:10.5K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$560.0M)
464288570
Shares:15.2K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$560.0M)
92204A108
Shares:4.8K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$560.0M)
92204A884
Shares:10.2K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$560.0M)
464287556
Shares:11.3K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$560.0M)
464288158
Shares:12.5K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$560.0M)
92204A876
Shares:7.4K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$560.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.1K | All Managers (Combined) | $2.2M | 0.4% ($2.2M/$560.0M) | |||
| 45.3K | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$560.0M) | |||
| 16.6K | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$560.0M) | |||
SPDR GOLD TRUST(GLDcusip78463V107) | 6.8K | QoQ -3.75% (-266)YoY -6.92% (-507) | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$560.0M) | |
Walmart Inc.(WMTcusip931142103) | 20.6K | QoQ +1.32% (-269)YoY +1.95% (+395) | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$560.0M) | |
| 25.1K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$560.0M) | |||
(cusip464287325)✕ | 19.3K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$560.0M) | ||
| 10.5K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$560.0M) | |||
| 13.1K | QoQ -3.26% (-441)YoY -4.28% (-585) | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$560.0M) | ||
| 19.1K | QoQ -4.14% (-828)YoY +1.52% (+288) | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$560.0M) | ||
(cusip464288570)✕ | 15.2K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$560.0M) | ||
(cusip92204A108)✕ | 4.8K | QoQ -0.83% (-40)YoY +1.46% (+69) | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$560.0M) | |
(cusip92204A884)✕ | 10.2K | QoQ -0.89% (-92)YoY -1.78% (-186) | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$560.0M) | |
| 11.5K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$560.0M) | |||
(cusip464287556)✕ | 11.3K | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$560.0M) | ||
| 26.0K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$560.0M) | |||
(cusip464288158)✕ | 12.5K | QoQ 0.00% (+0) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$560.0M) | |
| 26.2K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$560.0M) | |||
| 21.3K | QoQ 0.00% (+1)YoY -0.39% (-85) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$560.0M) | ||
(cusip92204A876)✕ | 7.4K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$560.0M) |