Red Lighthouse Investment Management, LLC Reduced Holdings in Q4 2024

Red Lighthouse Investment Management, LLC

  • $253 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
-7.7K
- 38.08%
$63.58 - $71.15 $490K - $548K
12.5K $815M
Manager Directed Portfolios
-2.41K
- 0.99%
N/A
241K $2.44B
DFIV
Dimensional ETF Tr

ETFs
-509
- 0.65%
$34.86 - $37.97 $17.7K - $19.3K
77.9K $2.77B
EBND
Spdr Bloomberg Emerging Market

ETFs
-6.81K
- 18.35%
$19.53 - $21.1 $133K - $144K
30.3K $591M
AVIG
American Centy ETF Tr Avantis

ETFs
-356
- 0.44%
$40.48 - $42.48 $14.4K - $15.1K
81.4K $3.3B
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.94K
- 1.93%
$54.54 - $61.04 $106K - $118K
98.3K $5.47B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2
- 0.29%
$501.29 - $612.85 $1K - $1.23K
693 $361M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-221
- 1.63%
N/A
13.3K $840M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-448
- 2.56%
$25.61 - $28.0 $11.5K - $12.5K
17K $440M
JNJ
Johnson & Johnson

Healthcare
-6
- 0.27%
$143.34 - $165.86 $860 - $995
2.26K $326M
DFAE
Dimensional ETF Tr

ETFs
-587
- 10.52%
$25.36 - $28.15 $14.9K - $16.5K
4.99K $127M
TXN
Texas Instruments Inc

Technology
-2
- 0.15%
N/A
1.31K $246M
AVSU
American Centy ETF Tr Avantis

ETFs
-275
- 11.74%
$64.29 - $69.59 $17.7K - $19.1K
2.07K $137M
VTI
Vanguard Total Stock Market Et

ETFs
-148
- 2.98%
$280.04 - $302.45 $41.4K - $44.8K
4.82K $1.4B
AVUV
American Centy ETF Tr Avantis

ETFs
-2.13K
- 0.62%
$94.37 - $106.41 $201K - $227K
339K $32.8B
VB
Vanguard Small Cap ETF

ETFs
-36
- 6.3%
$233.76 - $261.58 $8.42K - $9.42K
535 $129M
Dimensional ETF Trust
-39
- 0.65%
N/A
6K $300M
VO
Vanguard Mid Cap ETF

ETFs
-11
- 1.76%
$261.5 - $284.63 $2.88K - $3.13K
613 $162M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-22
- 8.09%
$370.24 - $418.94 $8.15K - $9.22K
250 $100M
META
Meta Platforms, Inc.

Communication Services
-1
- 0.2%
$554.08 - $632.68 $554 - $633
500 $293M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-8.63K
- 0.79%
$33.92 - $36.6 $293K - $316K
1.09M $37.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
-25
- 0.56%
$567.81 - $607.81 $14.2K - $15.2K
4.42K $2.59B
MS
Morgan Stanley

Financial Services
-210
- 3.59%
$104.42 - $134.99 $21.9K - $28.3K
5.64K $708M
AVUS
American Centy ETF Tr Avantis

ETFs
-211
- 0.05%
$94.36 - $102.06 $19.9K - $21.5K
425K $41.2B
AAPL
Apple Inc.

Technology
-1.27K
- 1.41%
$221.69 - $259.02 $281K - $328K
88.4K $22.1B
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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