13F HOLDINGS REPORT

White Lighthouse Investment Management Inc.

Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001085146-25-002958

Total Value

$560.0M

Positions

133

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (133)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908736	233,414	$86.6M	15.46%
2	VANGUARD WHITEHALL FDS	921946406	441,874	$57.0M	10.18%
3	VANGUARD STAR FDS	921909768	578,467	$35.9M	6.41%
4	ISHARES TR	464288679	287,038	$31.7M	5.66%
5	VANGUARD SCOTTSDALE FDS	92206C409	317,159	$25.0M	4.47%
6	VANGUARD BD INDEX FDS	921937835	299,142	$22.0M	3.92%
7	VANGUARD INDEX FDS	922908744	111,471	$19.3M	3.44%
8	VANGUARD WORLD FD	92204A702	34,075	$18.5M	3.30%
9	VANGUARD SCOTTSDALE FDS	92206C870	208,182	$17.0M	3.04%
10	ISHARES GOLD TR	IAU	236,508	$13.9M	2.49%
11	ISHARES TR	46432F834	192,895	$13.5M	2.40%
12	VANGUARD SPECIALIZED FUNDS	921908844	51,016	$9.9M	1.77%
13	ISHARES TR	464287168	63,992	$8.6M	1.53%
14	VANGUARD INDEX FDS	922908363	16,715	$8.6M	1.53%
15	VANGUARD BD INDEX FDS	921937827	109,344	$8.6M	1.53%
16	ISHARES TR	464287614	23,345	$8.4M	1.51%
17	VANGUARD WORLD FD	92204A504	27,830	$7.4M	1.32%
18	ISHARES TR	464287549	80,350	$7.3M	1.30%
19	APPLE INC	AAPL	29,551	$6.6M	1.17%
20	VANGUARD INDEX FDS	922908611	34,313	$6.4M	1.14%
21	VANGUARD SCOTTSDALE FDS	92206C813	78,493	$6.0M	1.06%
22	VANGUARD MALVERN FDS	922020805	112,771	$5.6M	1.00%
23	VANGUARD INDEX FDS	922908553	60,903	$5.5M	0.98%
24	VANGUARD INDEX FDS	922908751	24,150	$5.4M	0.96%
25	VANGUARD WORLD FD	921910725	83,243	$4.9M	0.88%
26	VANGUARD INDEX FDS	922908629	17,493	$4.5M	0.81%
27	INVESCO QQQ TR	IVZ	9,250	$4.3M	0.77%
28	VANGUARD SCOTTSDALE FDS	92206C102	70,509	$4.1M	0.74%
29	VANGUARD WORLD FD	921910733	42,045	$4.1M	0.74%
30	ISHARES TR	46434V613	89,363	$4.1M	0.74%
31	VANGUARD BD INDEX FDS	921937819	49,386	$3.8M	0.68%
32	VANGUARD INDEX FDS	922908769	13,310	$3.7M	0.65%
33	SCHWAB STRATEGIC TR	808524797	128,715	$3.6M	0.64%
34	VANGUARD INDEX FDS	922908512	18,845	$3.0M	0.54%
35	VANGUARD INDEX FDS	922908538	11,760	$2.9M	0.51%
36	AMAZON COM INC	AMZN	14,218	$2.7M	0.48%
37	ISHARES TR	464288414	25,093	$2.6M	0.47%
38	MICROSOFT CORP	MSFT	6,478	$2.4M	0.43%
39	SCHWAB STRATEGIC TR	808524870	88,203	$2.4M	0.42%
40	SPDR S&P 500 ETF TR	SPY	3,968	$2.2M	0.40%
41	BERKSHIRE HATHAWAY INC DEL	BRK-A	4,132	$2.2M	0.39%
42	VANGUARD INTL EQUITY INDEX F	922042858	45,322	$2.1M	0.37%
43	ISHARES TR	46435G425	16,604	$2.0M	0.36%
44	SPDR GOLD TR	GLD	6,813	$2.0M	0.35%
45	WALMART INC	WMT	20,561	$1.8M	0.32%
46	VANGUARD BD INDEX FDS	921937793	25,081	$1.8M	0.32%
47	ISHARES TR	464287325	19,276	$1.8M	0.31%
48	PHILIP MORRIS INTL INC	718172109	10,479	$1.7M	0.30%
49	ISHARES TR	464287887	13,071	$1.6M	0.29%
50	ISHARES TR	46435G516	19,126	$1.6M	0.28%
51	ISHARES TR	464288570	15,215	$1.6M	0.28%
52	VANGUARD WORLD FD	92204A108	4,772	$1.6M	0.28%
53	VANGUARD WORLD FD	92204A884	10,223	$1.5M	0.27%
54	ISHARES TR	464287671	11,509	$1.5M	0.26%
55	ISHARES TR	464287556	11,331	$1.4M	0.26%
56	VANGUARD TAX-MANAGED FDS	921943858	26,038	$1.3M	0.24%
57	ISHARES TR	464288158	12,500	$1.3M	0.24%
58	VANGUARD MUN BD FDS	922907746	26,201	$1.3M	0.23%
59	VANGUARD INTL EQUITY INDEX F	922042775	21,275	$1.3M	0.23%
60	VANGUARD WORLD FD	92204A876	7,362	$1.3M	0.22%
61	ALPHABET INC	GOOG	8,022	$1.2M	0.22%
62	SPDR SER TR	78468R622	12,933	$1.2M	0.22%
63	ISHARES TR	464287564	19,739	$1.2M	0.22%
64	ISHARES TR	464287200	2,147	$1.2M	0.22%
65	ETFS GOLD TR	00326A104	38,898	$1.2M	0.21%
66	JOHNSON & JOHNSON	JNJ	6,930	$1.1M	0.21%
67	AMGEN INC	AMGN	3,431	$1.1M	0.19%
68	UNITEDHEALTH GROUP INC	UNH	2,029	$1.1M	0.19%
69	CATERPILLAR INC	CAT	3,041	$1.0M	0.18%
70	BRITISH AMERN TOB PLC	110448107	23,852	$986,757	0.18%
71	ISHARES TR	464288646	18,820	$985,603	0.18%
72	VANGUARD INTL EQUITY INDEX F	922042874	12,818	$899,952	0.16%
73	PROCTER AND GAMBLE CO	742718109	5,104	$869,877	0.16%
74	MARRIOTT INTL INC NEW	571903202	3,335	$794,397	0.14%
75	VANGUARD WORLD FD	92204A405	6,321	$755,170	0.13%
76	SOUTHERN CO	SOMN	8,159	$750,220	0.13%
77	ISHARES TR	464287804	6,364	$750,146	0.13%
78	VANGUARD WHITEHALL FDS	921946885	11,612	$745,490	0.13%
79	VANGUARD WORLD FD	921910691	10,420	$655,641	0.12%
80	ISHARES INC	46434G863	18,210	$636,440	0.11%
81	EDWARDS LIFESCIENCES CORP	EW	8,142	$590,098	0.11%
82	VANGUARD WORLD FD	921910816	1,861	$574,826	0.10%
83	ISHARES TR	46432F339	3,310	$565,646	0.10%
84	VANECK ETF TRUST	92189F106	12,286	$564,792	0.10%
85	ALTRIA GROUP INC	MO	9,397	$563,999	0.10%
86	ISHARES TR	464288281	6,170	$558,940	0.10%
87	NUSHARES ETF TR	NU	14,309	$548,607	0.10%
88	VANGUARD INDEX FDS	922908637	1,955	$507,047	0.09%
89	JPMORGAN CHASE & CO.	VYLD	1,960	$480,731	0.09%
90	ANNALY CAPITAL MANAGEMENT IN	NLY-PJ	22,449	$455,936	0.08%
91	NUSHARES ETF TR	NU	5,662	$443,221	0.08%
92	AFFIRM HLDGS INC	AFRM	9,542	$431,203	0.08%
93	VANGUARD INTL EQUITY INDEX F	922042866	5,869	$425,234	0.08%
94	ALPHABET INC	GOOG	2,666	$416,466	0.07%
95	ISHARES TR	46432F396	2,023	$408,909	0.07%
96	CISCO SYS INC	CSCO	6,430	$396,795	0.07%
97	MERCK & CO INC	MRK	4,373	$392,536	0.07%
98	SCHWAB STRATEGIC TR	808524300	14,674	$367,438	0.07%
99	EXXON MOBIL CORP	XOM	3,031	$360,486	0.06%
100	ISHARES TR	46434V878	7,000	$354,900	0.06%
101	ISHARES TR	464287481	3,017	$354,467	0.06%
102	ISHARES TR	464288802	3,012	$345,988	0.06%
103	SELECT SECTOR SPDR TR	81369Y803	1,653	$341,311	0.06%
104	BROADCOM INC	AVGO	2,026	$339,273	0.06%
105	ISHARES TR	464287523	1,799	$338,607	0.06%
106	NVIDIA CORPORATION	NVDA	3,121	$338,284	0.06%
107	ISHARES TR	464288513	4,251	$335,361	0.06%
108	VANGUARD CHARLOTTE FDS	92203J407	6,737	$328,900	0.06%
109	VANGUARD SCOTTSDALE FDS	92206C680	3,385	$314,094	0.06%
110	GLOBAL X FTSE GREECE 20 ETF	37950E366	6,650	$312,351	0.06%
111	SPDR SER TR	78468R663	3,395	$311,423	0.06%
112	HOME DEPOT INC	HD	818	$299,613	0.05%
113	BIOGEN INC	BIIB	2,125	$290,785	0.05%
114	S&P GLOBAL INC	SPGI	555	$281,996	0.05%
115	COSTCO WHSL CORP NEW	22160K105	296	$280,101	0.05%
116	HONEYWELL INTL INC	438516106	1,319	$279,239	0.05%
117	CHEVRON CORP NEW	CVX	1,615	$270,191	0.05%
118	PEPSICO INC	PEP	1,751	$262,545	0.05%
119	SCHWAB STRATEGIC TR	808524888	7,268	$260,775	0.05%
120	MEDTRONIC PLC	MDT	2,847	$255,835	0.05%
121	UNION PAC CORP	UNP	1,082	$255,612	0.05%
122	SCHWAB STRATEGIC TR	808524805	12,892	$255,011	0.05%
123	ISHARES TR	464287226	2,546	$251,850	0.04%
124	LOCKHEED MARTIN CORP	LMT	537	$240,026	0.04%
125	ASML HOLDING N V	ASMLF	357	$236,559	0.04%
126	INTUITIVE SURGICAL INC	ISRG	456	$225,843	0.04%
127	PALO ALTO NETWORKS INC	PANW	1,320	$225,245	0.04%
128	SPDR SER TR	78464A409	2,740	$220,221	0.04%
129	DEERE & CO	DE	465	$218,248	0.04%
130	ISHARES TR	464288885	2,136	$213,600	0.04%
131	SCHWAB STRATEGIC TR	808524862	8,670	$211,028	0.04%
132	INVESCO ACTVELY MNGD ETC FD	IVZ	12,755	$173,851	0.03%
133	ISHARES TR	464288224	15,177	$173,325	0.03%