White Lighthouse Investment Management Inc. Portfolio Holdings
White Lighthouse Investment Management Inc.
- $518 Million
- Q2 2024
White Lighthouse Investment Management Inc. has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $518 Million distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $88.1M, Vanguard Whitehall Fds (Vangua with a value of $49.5M, Vanguard Star Fd Vanguard Tota with a value of $31M, Vanguard Sht Term Corp Bd ETF with a value of $24M, and Vanguard Information Technolog with a value of $22.9M.
Examining the 13F form we can see an increase of $26.2M in the current position value, from $492M to 518M.
Below you can find more details about White Lighthouse Investment Management Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|