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

SEC FilingSEC DataHachi Filing

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
CIK: white-lighthouse-investment-management
Manager Name: White-Lighthouse-Investment-Management

Data Enrichment

75% identified

100 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

133 positions • $560.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 7

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UNION PACIFIC CORP

UNP|907818108

Shares:1.1K

Value:$255.6K

% of Portfolio:0.0% ($255.6K/$560.0M)

808524805

SCHF|808524805

Shares:12.9K

Value:$255.0K

% of Portfolio:0.0% ($255.0K/$560.0M)

464287226

Shares:2.5K

Value:$251.8K

% of Portfolio:0.0% ($251.8K/$560.0M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:537

Value:$240.0K

% of Portfolio:0.0% ($240.0K/$560.0M)

ASML HOLDING NV

ASML|N07059210

Shares:357

Value:$236.6K

% of Portfolio:0.0% ($236.6K/$560.0M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:456

Value:$225.8K

% of Portfolio:0.0% ($225.8K/$560.0M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.3K

Value:$225.2K

% of Portfolio:0.0% ($225.2K/$560.0M)

78464A409

SPYG|78464A409

Shares:2.7K

Value:$220.2K

% of Portfolio:0.0% ($220.2K/$560.0M)

DEERE & CO

DE|244199105

Shares:465

Value:$218.2K

% of Portfolio:0.0% ($218.2K/$560.0M)

464288885

EFG|464288885

Shares:2.1K

Value:$213.6K

% of Portfolio:0.0% ($213.6K/$560.0M)

808524862

Shares:8.7K

Value:$211.0K

% of Portfolio:0.0% ($211.0K/$560.0M)

46090F100

Shares:12.8K

Value:$173.9K

% of Portfolio:0.0% ($173.9K/$560.0M)

464288224

Shares:15.2K

Value:$173.3K

% of Portfolio:0.0% ($173.3K/$560.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNION PACIFIC CORP(UNPcusip907818108)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$255.6K	0.0% ($255.6K/$560.0M)	QoQ NEW(+$255.6K) YoY NEW(+$255.6K)
(SCHFcusip808524805)	12.9K	QoQ -2.82% (-375) YoY +92.96% (-6.2K)	All Managers (Combined)	$255.0K	0.0% ($255.0K/$560.0M)	QoQ +3.89% (-$9.6K) YoY -2.18% (-$5.7K)
(cusip464287226)✕	2.5K	QoQ 0.00% (+0) YoY +4.81% (+117)	All Managers (Combined)	$251.8K	0.0% ($251.8K/$560.0M)	QoQ +2.08% (+$5.1K) YoY +5.86% (+$14.0K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	537	QoQ +7.40% (-37) YoY +7.40% (+37)	All Managers (Combined)	$240.0K	0.0% ($240.0K/$560.0M)	QoQ -1.21% (-$2.9K) YoY +5.53% (+$12.6K)
ASML HOLDING NV(ASMLcusipN07059210)	357	QoQ +2.00% (-7) YoY NEW(+357)	All Managers (Combined)	$236.6K	0.0% ($236.6K/$560.0M)	QoQ -2.48% (-$6.0K) YoY NEW(+$236.6K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	456	QoQ +2.01% (-9) YoY NEW(+456)	All Managers (Combined)	$225.8K	0.0% ($225.8K/$560.0M)	QoQ -3.20% (-$7.5K) YoY NEW(+$225.8K)
Palo Alto Networks Inc(PANWcusip697435105)	1.3K	QoQ 0.00% (-0) YoY NEW(+1.3K)	All Managers (Combined)	$225.2K	0.0% ($225.2K/$560.0M)	QoQ -6.22% (-$14.9K) YoY NEW(+$225.2K)
(SPYGcusip78464A409)	2.7K	QoQ +0.03% (-1) YoY NEW(+2.7K)	All Managers (Combined)	$220.2K	0.0% ($220.2K/$560.0M)	QoQ -8.53% (-$20.5K) YoY NEW(+$220.2K)
DEERE & CO(DEcusip244199105)	465	QoQ NEW(+465) YoY NEW(+465)	All Managers (Combined)	$218.2K	0.0% ($218.2K/$560.0M)	QoQ NEW(+$218.2K) YoY NEW(+$218.2K)
(EFGcusip464288885)	2.1K	QoQ +0.04% (+1) YoY -24.57% (-696)	All Managers (Combined)	$213.6K	0.0% ($213.6K/$560.0M)	QoQ +3.32% (+$6.9K) YoY -27.33% (-$80.3K)
(cusip808524862)✕	8.7K	QoQ 0.00% (+0) YoY +38.49% (-2.4K)	All Managers (Combined)	$211.0K	0.0% ($211.0K/$560.0M)	QoQ +1.16% (+$2.4K) YoY -30.07% (-$90.8K)
(cusip46090F100)✕	12.8K	QoQ NEW(+12.8K) YoY NEW(+12.8K)	All Managers (Combined)	$173.9K	0.0% ($173.9K/$560.0M)	QoQ NEW(+$173.9K) YoY NEW(+$173.9K)
(cusip464288224)✕	15.2K	QoQ -25.32% (-5.1K) YoY -34.63% (-8.0K)	All Managers (Combined)	$173.3K	0.0% ($173.3K/$560.0M)	QoQ -25.06% (-$58.0K) YoY -46.60% (-$151.3K)