Red Lighthouse Investment Management, LLC Reduced Holdings in Q2 2025

Red Lighthouse Investment Management, LLC

  • $262 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-15.2K
- 70.28%
$243.75 - $303.93 $3.71M - $4.63M
6.44K $1.96B
AVUV
American Centy ETF Tr Avantis

ETFs
-11.9K
- 3.47%
$75.17 - $91.21 $897K - $1.09M
332K $30.2B
VB
Vanguard Small Cap ETF

ETFs
-7.09K
- 92.98%
$193.73 - $237.37 $1.37M - $1.68M
535 $127M
IWD
Ishares Russell 1000 Val ETF

ETFs
-7.96K
- 85.89%
$166.82 - $194.23 $1.33M - $1.55M
1.31K $254M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-17.7K
- 57.91%
N/A
12.8K $839M
GS
Goldman Sachs Group Inc

Financial Services
-3.19K
- 76.66%
$462.22 - $707.75 $1.47M - $2.26M
971 $687M
EBND
Spdr Bloomberg Emerging Market

ETFs
-37K
- 55.69%
$19.57 - $21.4 $724K - $791K
29.4K $630M
AVRE
American Centy ETF Tr Avantis
-16.9K
- 21.4%
$38.75 - $44.92 $654K - $758K
62K $2.74B
DFAT
Dimensional ETF Tr U S Target

ETFs
-9.91K
- 9.48%
$44.8 - $53.97 $444K - $535K
94.6K $5.11B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-7.7K
- 38.08%
$52.31 - $63.72 $403K - $491K
12.5K $798M
UNH
Unitedhealth Group Inc

Healthcare
-29
- 3.81%
$274.35 - $599.47 $7.96K - $17.4K
732 $228M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5
- 0.72%
$390.26 - $489.06 $1.95K - $2.45K
690 $280M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
-2.8K
- 40.87%
$36.63 - $39.88 $102K - $111K
4.04K $161M
IBND
Spdr Bloomberg International C

ETFs
-3.61K
- 49.16%
$29.46 - $32.59 $106K - $118K
3.73K $122M
PEP
Pepsico Inc

Consumer Defensive
-29
- 1.62%
$128.02 - $151.37 $3.71K - $4.39K
1.76K $232M
CVX
Chevron Corp

Energy
-6
- 0.15%
$133.73 - $168.51 $802 - $1.01K
4.04K $578M
QCOM
Qualcomm Inc

Technology
-1
- 0.02%
$124.66 - $159.48 $125 - $159
4.48K $714M
VBR
Vanguard Small Cap Value ETF

ETFs
-224
- 67.07%
$162.76 - $195.77 $36.5K - $43.9K
110 $21.5M
TIP
Ishares Tr Tips Bd ETF

ETFs
-375
- 51.58%
$107.93 - $110.97 $40.5K - $41.6K
352 $38.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-137
- 35.4%
$320.42 - $424.58 $43.9K - $58.2K
250 $106M
VTV
Vanguard Value ETF

ETFs
-237
- 15.58%
$153.67 - $176.74 $36.4K - $41.9K
1.28K $227M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-403
- 25.57%
$86.93 - $109.64 $35K - $44.2K
1.17K $129M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.23K
- 5.52%
$49.57 - $50.27 $111K - $112K
38.3K $1.92B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-236
- 3.7%
$46.77 - $47.89 $11K - $11.3K
6.14K $291M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-77
- 59.69%
$101.97 - $126.75 $7.85K - $9.76K
52 $6.63M
DFSU
Dimensional ETF Tr Dimen Us Su
-526
- 14.05%
N/A
3.22K $126M
SBUX
Starbucks Corp

Consumer Cyclical
-1
- 0.01%
$79.69 - $99.41 $79.7 - $99.4
6.78K $621M
VNQ
Vanguard Specialized Funds Van

ETFs
-55
- 1.84%
$79.79 - $91.42 $4.39K - $5.03K
2.93K $261M
VUG
Vanguard Growth ETF

ETFs
-20
- 10.47%
$329.49 - $438.4 $6.59K - $8.77K
171 $75M
DFAE
Dimensional ETF Tr

ETFs
-405
- 7.26%
$22.87 - $28.95 $9.26K - $11.7K
5.18K $150M
VO
Vanguard Mid Cap ETF

ETFs
-11
- 1.76%
$228.54 - $279.83 $2.51K - $3.08K
613 $172M
TXN
Texas Instruments Inc

Technology
-23
- 1.74%
N/A
1.3K $270M
DFIV
Dimensional ETF Tr

ETFs
-8.23K
- 10.2%
$34.67 - $43.21 $285K - $355K
72.4K $3.1B
Manager Directed Portfolios
-1.63K
- 0.68%
N/A
239K $2.5B
NOW
Service Now, Inc.

Technology
-46
- 5.86%
$721.65 - $1040.18 $33.2K - $47.8K
739 $760M
DFAX
Dimensional ETF Tr
-2.5K
- 3.98%
$23.37 - $29.39 $58.4K - $73.4K
60.3K $1.77B
MS
Morgan Stanley

Financial Services
-548
- 9.13%
$99.83 - $140.86 $54.7K - $77.2K
5.45K $768M
IXUS
Ishares Tr

ETFs
-327
- 1.3%
$62.37 - $77.63 $20.4K - $25.4K
24.8K $1.91B
SPY
Spdr S&P 500 ETF Trust

ETFs
-88
- 1.95%
$496.48 - $617.85 $43.7K - $54.4K
4.42K $2.73B
AVDE
American Centy ETF Tr Avantis

ETFs
-24.8K
- 7.72%
$59.32 - $74.36 $1.47M - $1.84M
297K $21.9B
AAPL
Apple Inc.

Technology
-5.2K
- 5.56%
$172.42 - $223.89 $896K - $1.16M
88.3K $18.1B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-22.8K
- 2.08%
$29.12 - $35.84 $664K - $817K
1.07M $38.5B
AVUS
American Centy ETF Tr Avantis

ETFs
-1.71K
- 0.4%
$81.38 - $100.82 $139K - $173K
426K $43B
Activity Summary
Buys All Purchases 49 New Holdings 13 Increased Positions 36 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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