White Lighthouse Investment Management Inc. ETFs

White Lighthouse Investment Management Inc.

$558 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VUG Vanguard Growth ETF	$0	$86.6 Million 15.5% of portfolio	233,414	Q1 2025 Reduced 0.5%
VYM Vanguard Whitehall Fds (Vangua	$0	$57 Million 10.2% of portfolio	441,874	Q1 2025 Added 1.59%
VXUS Vanguard Star Fd Vanguard Tota	$0	$35.9 Million 6.43% of portfolio	578,467	Q1 2025 Added 2.44%
SHV Ishares Tr	$0	$31.7 Million 5.68% of portfolio	287,038	Q1 2025 Added 12.74%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$25 Million 4.48% of portfolio	317,159	Q1 2025 Reduced 0.54%
BND Vanguard Bd Index Fd Inc Total	$0	$22 Million 3.93% of portfolio	299,142	Q1 2025 Added 6.11%
VTV Vanguard Value ETF	$0	$19.3 Million 3.45% of portfolio	111,471	Q1 2025 Added 6.73%
VGT Vanguard Information Technolog	$0	$18.5 Million 3.31% of portfolio	34,075	Q1 2025 Reduced 7.68%
VCIT Vanguard Intermediate Term Cor	$0	$17 Million 3.05% of portfolio	208,182	Q1 2025 Reduced 0.82%
IAU Ishares Gold Trust	$53.2B	$13.9 Million 2.5% of portfolio	236,508	Q1 2025 Reduced 4.48%
IXUS Ishares Tr	$0	$13.5 Million 2.41% of portfolio	192,895	Q1 2025 Reduced 1.64%
VIG Vanguard Dividend Appreciation	$0	$9.29 Million 1.66% of portfolio	51,016	Q1 2025 Reduced 4.81%
DVY Ishares Tr	$0	$8.59 Million 1.54% of portfolio	63,992	Q1 2025 Reduced 3.69%
VOO Vanguard Index Fds S&P 500 ETF	$0	$8.59 Million 1.54% of portfolio	16,715	Q1 2025 Added 1.28%
BSV Vanguard Bd Index Fd Inc Short	$0	$8.56 Million 1.53% of portfolio	109,344	Q1 2025 Reduced 8.6%
IWF Ishares Russell 1000 Gr ETF	$0	$8.43 Million 1.51% of portfolio	23,345	Q1 2025 Reduced 6.93%
VHT Vanguard Health Care ETF	$0	$7.37 Million 1.32% of portfolio	27,830	Q1 2025 Added 0.54%
IGM Ishares Expanded Tech Sector E	$0	$7.29 Million 1.3% of portfolio	80,350	Q1 2025 Added 1.95%
VBR Vanguard Small Cap Value ETF	$0	$6.39 Million 1.14% of portfolio	34,313	Q1 2025 Added 3.95%
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$5.96 Million 1.07% of portfolio	78,493	Q1 2025 Reduced 6.88%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$5.63 Million 1.01% of portfolio	112,771	Q1 2025 Reduced 1.51%
VNQ Vanguard Specialized Funds Van	$0	$5.51 Million 0.99% of portfolio	60,903	Q1 2025 Added 6.86%
VB Vanguard Small Cap ETF	$0	$5.36 Million 0.96% of portfolio	24,150	Q1 2025 Reduced 3.62%
VSGX Vanguard World Fd Esg Intl Stk	$0	$4.91 Million 0.88% of portfolio	83,243	Q1 2025 Added 1.12%
VO Vanguard Mid Cap ETF	$0	$4.52 Million 0.81% of portfolio	17,493	Q1 2025 Added 3.43%
QQQ Invesco Qqq Trust, Series 1	$0	$4.34 Million 0.78% of portfolio	9,250	Q1 2025 Reduced 4.56%
VGSH Vanguard	$0	$4.14 Million 0.74% of portfolio	70,509	Q1 2025 Reduced 4.8%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$4.12 Million 0.74% of portfolio	42,045	Q1 2025 Added 3.87%
IUSB Ishares Core Total Usd Bond Ma	$0	$4.12 Million 0.74% of portfolio	89,363	Q1 2025 Reduced 2.99%
BIV Vanguard Bd Index Fd Inc Inter	$0	$3.78 Million 0.68% of portfolio	49,386	Q1 2025 Reduced 5.12%
SCHD Schwab Strategic Tr Us Dividen	$0	$3.6 Million 0.64% of portfolio	128,715	Q1 2025 Reduced 1.19%
VOE Vanguard Mid Cap Value Index F	$0	$3.03 Million 0.54% of portfolio	18,845	Q1 2025 Reduced 2.03%
VOT Vanguard Mid Cap Growth Index	$0	$2.88 Million 0.51% of portfolio	11,760	Q1 2025 Reduced 5.63%
MUB Ishares National Muni Bond ETF	$0	$2.65 Million 0.47% of portfolio	25,093	Q1 2025 Reduced 7.54%
SCHP Schwab Strategic Us Tips ETF	$0	$2.37 Million 0.42% of portfolio	88,203	Q1 2025 Reduced 3.86%
SPY Spdr S&P 500 ETF Trust	$0	$2.22 Million 0.4% of portfolio	3,968	Q1 2025 Added 0.48%
VWO Vanguard Ftse Emerging Mkts Et	$0	$2.05 Million 0.37% of portfolio	45,322	Q1 2025 Reduced 17.78%
ESGU Ishares Trust Ishares Esg Awar	$0	$2.02 Million 0.36% of portfolio	16,604	Q1 2025 Reduced 2.5%
GLD Spdr Gold Trust	$106B	$1.96 Million 0.35% of portfolio	6,813	Q1 2025 Reduced 3.76%
BLV Vanguard Bd Index Fd Inc Long	$0	$1.77 Million 0.32% of portfolio	25,081	Q1 2025 Reduced 4.73%
IJT Ishares S&P Small Cap 600 Grow	$0	$1.63 Million 0.29% of portfolio	13,071	Q1 2025 Reduced 3.26%
ESGD Ishares Trust Ishares Esg Awar	$0	$1.56 Million 0.28% of portfolio	19,126	Q1 2025 Reduced 4.15%
DSI Ishares Msci Kld 400 Social Et	$0	$1.56 Million 0.28% of portfolio	15,215	Q1 2025 Added 1.81%
VCR Vanguard Consumer Discretionar	$0	$1.55 Million 0.28% of portfolio	4,772	Q1 2025 Reduced 0.83%
VOX Vanguard Communication Service	$0	$1.52 Million 0.27% of portfolio	10,223	Q1 2025 Reduced 0.89%
IUSG Ishares Core S&P U.S Growth Et	$0	$1.46 Million 0.26% of portfolio	11,509	Q1 2025 Reduced 2.02%
IBB Ishares Biotechnology ETF	$0	$1.45 Million 0.26% of portfolio	11,331	Q1 2025 Reduced 6.66%
VEA Vanguard Ftse Developed Market	$0	$1.32 Million 0.24% of portfolio	26,038	Q1 2025 Reduced 3.25%
SUB Ishares Short Term National Mu	$0	$1.32 Million 0.24% of portfolio	12,500	Q3 2024 Added 31.58%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$1.3 Million 0.23% of portfolio	26,201	Q1 2025 Reduced 26.81%

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