Red Lighthouse Investment Management, LLC Reduced Holdings in Q1 2025

Red Lighthouse Investment Management, LLC

  • $245 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
-34.3K
- 92.78%
N/A
2.67K $142M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-27K
- 49.09%
$40.79 - $42.32 $1.1M - $1.14M
28K $1.17B
DFAU
Dimensional ETF Tr

ETFs
-101
- 0.13%
$37.84 - $42.29 $3.82K - $4.27K
78K $2.85B
MSFT
Microsoft Corp

Technology
-1.74K
- 10.26%
$375.39 - $447.2 $652K - $777K
15.2K $6.4B
AVEM
American Centy ETF Tr Avantis

ETFs
-3.19K
- 3.45%
$57.11 - $62.4 $182K - $199K
89.2K $5.17B
AMZN
Amazon Com Inc

Consumer Cyclical
-12
- 0.19%
$190.26 - $242.06 $2.28K - $2.9K
6.22K $1.12B
NOW
Service Now, Inc.

Technology
-1
- 0.13%
$783.83 - $1170.39 $784 - $1.17K
785 $598M
GOOGL
Alphabet Inc.

Communication Services
-34
- 0.72%
$154.33 - $206.19 $5.25K - $7.01K
4.69K $708M
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.21%
$890.62 - $1076.86 $1.78K - $2.15K
967 $708M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.09K
- 94.03%
$49.25 - $50.66 $152K - $156K
196 $9.92M
V
Visa Inc.

Financial Services
-2
- 0.07%
$306.92 - $362.71 $614 - $725
2.96K $827M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-2.99K
- 8.53%
$25.35 - $27.46 $75.8K - $82.1K
32.1K $817M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-22
- 0.06%
$42.5 - $46.71 $935 - $1.03K
36.2K $1.51B
Manager Directed Portfolios
-623
- 0.26%
N/A
240K $2.36B
AVGE
American Centy ETF Tr Avantis
-1.01K
- 48.08%
N/A
1.1K $76.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8
- 0.37%
$442.66 - $534.52 $3.54K - $4.28K
2.15K $905M
AVSD
American Centy ETF Tr Avantis

ETFs
-771
- 33.77%
$54.89 - $62.11 $42.3K - $47.9K
1.51K $86.1M
Dimensional ETF Trust
-494
- 47.78%
N/A
540 $31.9M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-462
- 6.76%
$47.35 - $48.24 $21.9K - $22.3K
6.38K $307M
Dimensional ETF Trust
-741
- 23.8%
N/A
2.37K $60.6M
DFSI
Dimensional ETF Tr Dimen Intl
-394
- 12.04%
N/A
2.88K $96.9M
DFSE
Dimensional ETF Tr Dimen Emrgn
-252
- 20.88%
N/A
955 $30.8M
UNH
Unitedhealth Group Inc

Healthcare
-1
- 0.13%
$461.52 - $548.18 $462 - $548
761 $376M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-888
- 5.21%
$25.54 - $28.79 $22.7K - $25.6K
16.2K $432M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-82
- 5.45%
$51.52 - $52.37 $4.22K - $4.29K
1.42K $73M
AVSE
American Centy ETF Tr Avantis

ETFs
-8
- 0.71%
$48.73 - $53.38 $390 - $427
1.12K $54.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
-351
- 1.78%
$26.09 - $30.21 $9.16K - $10.6K
19.4K $527M
DFAI
Dimensional ETF Tr

ETFs
-1.6K
- 2.22%
$28.88 - $32.4 $46.1K - $51.7K
70.3K $2.12B
XOM
Exxon Mobil Corp

Energy
-9
- 0.28%
$105.44 - $118.93 $949 - $1.07K
3.22K $374M
JNJ
Johnson & Johnson

Healthcare
-2
- 0.09%
$142.06 - $167.7 $284 - $335
2.25K $357M
AVES
American Centy ETF Tr Avantis

ETFs
-2K
- 0.92%
$44.71 - $48.65 $89.3K - $97.2K
216K $10.2B
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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