Red Lighthouse Investment Management, LLC Purchases in Q1 2025

Red Lighthouse Investment Management, LLC

  • $245 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
16.8K
+ 349.52%
$271.18 - $303.12 $4.57M - $5.1M
21.7K $5.63B
AVDE
American Centy ETF Tr Avantis

ETFs
25.9K
+ 8.78%
$60.63 - $68.55 $1.57M - $1.78M
321K $20.5B
VB
Vanguard Small Cap ETF

ETFs
7.09K
+ 1324.49%
$217.89 - $252.64 $1.54M - $1.79M
7.62K $1.74B
IWD
Ishares Russell 1000 Val ETF

ETFs
7.96K
+ 608.72%
$182.82 - $196.21 $1.46M - $1.56M
9.27K $1.66B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
17.2K
+ 129.19%
N/A
30.5K $1.95B
EBND
Spdr Bloomberg Emerging Market

ETFs
36.1K
+ 119.36%
$19.47 - $20.36 $704K - $736K
66.4K $1.36B
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.7K
+ 61.5%
$58.81 - $68.2 $453K - $525K
20.2K $1.26B
AVIG
American Centy ETF Tr Avantis

ETFs
8.71K
+ 10.7%
$40.06 - $41.55 $349K - $362K
90.2K $3.72B
AVRE
American Centy ETF Tr Avantis
8.52K
+ 12.11%
$40.62 - $44.31 $346K - $377K
78.9K $3.33B
DFAT
Dimensional ETF Tr U S Target

ETFs
6.27K
+ 6.38%
$50.44 - $58.1 $316K - $364K
105K $5.69B
AMD
Advanced Micro Devices Inc

Technology
2
+ 0.08%
$96.63 - $129.55 $193 - $259
2.49K $449M
DFAX
Dimensional ETF Tr
2.5K
+ 4.14%
$24.45 - $27.2 $61.1K - $67.9K
62.8K $1.6B
QCOM
Qualcomm Inc

Technology
10
+ 0.22%
$151.94 - $175.86 $1.52K - $1.76K
4.49K $759M
CVX
Chevron Corp

Energy
6
+ 0.15%
$146.71 - $167.97 $880 - $1.01K
4.04K $638M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.5K
+ 3.85%
$48.43 - $49.9 $72.7K - $74.9K
40.5K $1.94B
PEP
Pepsico Inc

Consumer Defensive
20
+ 1.13%
$142.64 - $156.42 $2.85K - $3.13K
1.79K $313M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.29%
$497.6 - $606.74 $995 - $1.21K
695 $404M
VBR
Vanguard Small Cap Value ETF

ETFs
224
+ 203.64%
$183.02 - $207.75 $41K - $46.5K
334 $64.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
375
+ 106.53%
$106.22 - $111.09 $39.8K - $41.7K
727 $78.1M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
259
+ 3.94%
$35.57 - $38.16 $9.21K - $9.88K
6.84K $273M
VTV
Vanguard Value ETF

ETFs
237
+ 18.46%
$167.73 - $179.21 $39.8K - $42.5K
1.52K $248M
IWF
Ishares Russell 1000 Gr ETF

ETFs
137
+ 54.8%
$360.07 - $417.26 $49.3K - $57.2K
387 $130M
Dimensional ETF Trust
450
+ 7.5%
N/A
6.45K $325M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
403
+ 34.36%
$96.93 - $109.51 $39.1K - $44.1K
1.58K $147M
IBND
Spdr Bloomberg International C

ETFs
492
+ 7.19%
$27.72 - $29.79 $13.6K - $14.7K
7.34K $214M
DFAE
Dimensional ETF Tr

ETFs
587
+ 11.75%
$24.64 - $26.86 $14.5K - $15.8K
5.58K $138M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
77
+ 148.08%
$113.22 - $126.36 $8.72K - $9.73K
129 $14.1M
AVSU
American Centy ETF Tr Avantis

ETFs
264
+ 12.77%
$61.4 - $69.08 $16.2K - $18.2K
2.33K $143M
RWR
Spdr Dow Jones Reit ETF

ETFs
41
New
$95.15 - $104.06 $3.9K - $4.27K
41 $3.86M
IWN
Ishares Russell2000 Val ETF

ETFs
83
+ 4.31%
$149.27 - $169.4 $12.4K - $14.1K
2.01K $319M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6
New
$77.33 - $90.16 $464 - $541
6 $526K
VNQ
Vanguard Specialized Funds Van

ETFs
55
+ 1.88%
$85.55 - $94.34 $4.71K - $5.19K
2.98K $258M
VO
Vanguard Mid Cap ETF

ETFs
11
+ 1.79%
$251.87 - $277.95 $2.77K - $3.06K
624 $156M
VUG
Vanguard Growth ETF

ETFs
14
+ 7.91%
$369.1 - $427.61 $5.17K - $5.99K
191 $65.7M
TXN
Texas Instruments Inc

Technology
12
+ 0.91%
N/A
1.32K $231M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.2%
$576.36 - $736.67 $576 - $737
501 $243M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.06%
$225.19 - $279.95 $225 - $280
1.67K $335M
MS
Morgan Stanley

Financial Services
367
+ 6.51%
$111.68 - $141.08 $41K - $51.8K
6K $565M
SPY
Spdr S&P 500 ETF Trust

ETFs
88
+ 1.99%
$551.42 - $612.93 $48.5K - $53.9K
4.51K $2.36B
AVUV
American Centy ETF Tr Avantis

ETFs
4.24K
+ 1.25%
$84.95 - $100.62 $360K - $427K
344K $32.2B
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.02%
$524.81 - $672.19 $525 - $672
4.16K $1.74B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.3K
+ 0.94%
$32.42 - $36.13 $333K - $371K
1.1M $35.1B
AVUS
American Centy ETF Tr Avantis

ETFs
3.2K
+ 0.75%
$90.7 - $101.57 $290K - $325K
428K $38.3B
AAPL
Apple Inc.

Technology
5.09K
+ 5.75%
$209.68 - $247.1 $1.07M - $1.26M
93.5K $16B
Activity Summary
Buys All Purchases 45 New Holdings 2 Increased Positions 43 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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