Red Lighthouse Investment Management, LLC Purchases in Q4 2024

Red Lighthouse Investment Management, LLC

  • $253 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
17K
+ 85.12%
N/A
36.9K $1.95B
AMZN
Amazon Com Inc

Consumer Cyclical
2
+ 0.03%
$180.88 - $232.93 $362 - $466
6.24K $1.37B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.28K
New
$49.79 - $51.14 $164K - $168K
3.28K $165M
MSFT
Microsoft Corp

Technology
1.74K
+ 11.45%
$406.35 - $454.46 $707K - $791K
16.9K $6.67B
V
Visa Inc.

Financial Services
1
+ 0.03%
$273.87 - $320.91 $274 - $321
2.97K $937M
GOOGL
Alphabet Inc.

Communication Services
16
+ 0.34%
$161.86 - $196.66 $2.59K - $3.15K
4.73K $895M
DFAU
Dimensional ETF Tr

ETFs
101
+ 0.13%
$39.27 - $42.38 $3.97K - $4.28K
78.1K $3.16B
AVGE
American Centy ETF Tr Avantis
896
+ 73.87%
N/A
2.11K $153M
American Centy ETF Tr
784
New
N/A
784 $38.8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
729
New
$46.75 - $47.8 $34.1K - $34.8K
729 $34.2M
Dimensional ETF Trust
365
+ 54.56%
N/A
1.03K $64.6M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
650
New
$20.7 - $22.35 $13.5K - $14.5K
650 $14.2M
Dimensional ETF Trust
690
+ 28.47%
N/A
3.11K $79.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
82
+ 5.76%
$51.54 - $52.55 $4.23K - $4.31K
1.51K $77.8M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
166
+ 2.49%
$47.65 - $48.6 $7.91K - $8.07K
6.84K $327M
AVLV
American Centy ETF Tr Avantis
40
New
$65.51 - $71.22 $2.62K - $2.85K
40 $2.67M
AVIV
American Centy ETF Tr Avantis
30
New
$51.24 - $55.81 $1.54K - $1.67K
30 $1.56M
AVSE
American Centy ETF Tr Avantis

ETFs
8
+ 0.72%
$50.47 - $56.52 $404 - $452
1.12K $56.7M
CVX
Chevron Corp

Energy
1
+ 0.02%
$141.15 - $162.53 $141 - $163
4.04K $585M
AVSD
American Centy ETF Tr Avantis

ETFs
9
+ 0.4%
$55.57 - $59.89 $500 - $539
2.28K $127M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.05%
$442.29 - $483.08 $442 - $483
2.16K $979M
XOM
Exxon Mobil Corp

Energy
1
+ 0.03%
$105.51 - $125.37 $106 - $125
3.23K $347M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.23K
+ 3.63%
$26.16 - $28.82 $32.1K - $35.4K
35.1K $918M
DISV
Dimensional ETF Tr Dimensional

ETFs
351
+ 1.81%
$26.18 - $28.77 $9.19K - $10.1K
19.7K $525M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.01%
$87.44 - $102.5 $87.4 - $103
6.78K $618M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.13%
$485.52 - $625.25 $486 - $625
762 $385M
AMD
Advanced Micro Devices Inc

Technology
2
+ 0.08%
$118.88 - $172.8 $238 - $346
2.49K $300M
DFAI
Dimensional ETF Tr

ETFs
643
+ 0.9%
$29.0 - $31.6 $18.6K - $20.3K
71.9K $2.1B
AVRE
American Centy ETF Tr Avantis
1.68K
+ 2.44%
$41.03 - $46.91 $68.8K - $78.7K
70.4K $2.95B
AVEM
American Centy ETF Tr Avantis

ETFs
108
+ 0.12%
$58.59 - $66.14 $6.33K - $7.14K
92.4K $5.43B
AVDV
American Centy ETF Tr Avantis

ETFs
31
+ 0.02%
$63.85 - $70.4 $1.98K - $2.18K
178K $11.6B
AVES
American Centy ETF Tr Avantis

ETFs
192
+ 0.09%
$46.2 - $53.09 $8.87K - $10.2K
218K $10.1B
AVDE
American Centy ETF Tr Avantis

ETFs
3.12K
+ 1.07%
$60.9 - $66.69 $190K - $208K
295K $18.1B
Activity Summary
Buys All Purchases 34 New Holdings 6 Increased Positions 28 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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