White Lighthouse Investment Management Inc. ETFs

White Lighthouse Investment Management Inc.

$568 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IVV Ishares Core S&P 500 ETF	$0	$1.28 Million 0.23% of portfolio	2,179	Q4 2024 Added 2.2%
ICF Ishares Tr	$0	$1.25 Million 0.22% of portfolio	20,704	Q4 2024 Reduced 4.25%
VEU Vanguard Ftse All World Ex Us	$0	$1.22 Million 0.21% of portfolio	21,274	Q4 2024 Reduced 1.39%
SGOL Abrdn Gold ETF Trust	$4.03B	$982,000 0.17% of portfolio	39,246	Q4 2024 Reduced 3.16%
IGSB Ishares Trust Ishares 1 5 Year	$0	$972,000 0.17% of portfolio	18,820	Q4 2024 Added 4.44%
VGK Vanguard Ftse Europe ETF Ftse	$0	$777,000 0.14% of portfolio	12,250	Q4 2024 Reduced 4.26%
VPU Vanguard Utilities ETF	$0	$757,000 0.13% of portfolio	4,638	Q4 2024 Added 7.09%
IJR Ishares Core S&P Sm Cap ETF	$0	$753,000 0.13% of portfolio	6,540	Q4 2024 Reduced 3.64%
VWOB Vanguard Emerging Mkts Govt Bd	$0	$741,000 0.13% of portfolio	11,882	Q4 2024 Added 0.34%
JNK Spdr Bloomberg High Yield Bond	$0	$644,000 0.11% of portfolio	6,747	Q4 2024 Added 2.06%
MGK Vanguard Mega Cap Growth ETF	$0	$639,000 0.11% of portfolio	1,861	Q4 2024 Reduced 33.54%
VCEB Vanguard World Fd Esg U S Corp	$0	$627,000 0.11% of portfolio	10,116	Q4 2024 Added 217.91%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$623,000 0.11% of portfolio	18,685	Q4 2024 Reduced 8.32%
QUAL Ishares Msci Usa Quality Facto	$0	$596,000 0.1% of portfolio	3,352	Q4 2024 Reduced 0.77%
VFH Vanguard Financial ETF	$0	$568,000 0.1% of portfolio	4,813	Q4 2024 Added 16.82%
EMB Ishares Tr	$0	$537,000 0.09% of portfolio	6,034	Q4 2024 Reduced 10.88%
VV Vanguard Large Cap ETF	$0	$527,000 0.09% of portfolio	1,955	Q4 2024 Reduced 5.0%
NUSC Nuveen Esg Small Cap ETF	$0	$502,000 0.09% of portfolio	11,992	Q4 2024 Reduced 0.74%
XLK Technology Sector Spdr	$0	$492,000 0.09% of portfolio	2,119	Q4 2024 Reduced 8.62%
MTUM Ishares Msci Usa Momentum Fact	$0	$445,000 0.08% of portfolio	2,151	Q4 2024 Reduced 10.23%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$438,000 0.08% of portfolio	12,918	Q4 2024 Reduced 0.22%
IWP Ishares Russell Mid Cap Growth	$0	$426,000 0.08% of portfolio	3,365	Q3 2024 Reduced 5.61%
SCHG Schwab Strategic Tr Us Large C	$0	$408,000 0.07% of portfolio	14,655	Q4 2024 Added 301.84%
NULG Nuveen Esg Large Cap Growth Et	$0	$394,000 0.07% of portfolio	4,595	Q4 2024 Reduced 5.63%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$367,000 0.06% of portfolio	4,020	Q4 2024 Added 3.02%
SUSA Ishares Tr Msci Usa Esg Select	$0	$366,000 0.06% of portfolio	3,012	Q4 2024 Reduced 4.5%
SOXX Ishares Semiconductor ETF	$0	$360,000 0.06% of portfolio	1,675	Q4 2024 Reduced 0.71%
ICSH Blackrock Ultra Short Term Bon	$0	$353,000 0.06% of portfolio	7,000	Q4 2023 Added 7.69%
VONG Vanguard Russell 1000 Growth E	$0	$349,000 0.06% of portfolio	3,385	Q4 2024 Reduced 1.46%
BNDX Vanguard Total International B	$0	$322,000 0.06% of portfolio	6,577	Q4 2024 Reduced 0.45%
HYG Ishares Tr	$0	$320,000 0.06% of portfolio	4,073	Q4 2024 Added 36.72%
AGG Ishares Core U.S. Aggregate Bo	$0	$246,000 0.04% of portfolio	2,546	Q4 2024 Reduced 20.69%
SCHF Schwab Strategic Tr Intl Eqty	$0	$245,000 0.04% of portfolio	13,267	Q4 2024 Added 95.59%
SPYG Spdr Portfolio	$0	$240,000 0.04% of portfolio	2,739	Q4 2024 New
SCHC Schwab Strategic Tr Intl Small	$0	$234,000 0.04% of portfolio	6,842	Q4 2024 Added 3.35%
ICLN Ishares	$0	$231,000 0.04% of portfolio	20,325	Q4 2024 Reduced 21.83%
GSLC Goldman Sachs ETF Tr Activebet	$0	$229,000 0.04% of portfolio	1,992	Q1 2024 New
SCHO Schwab Short Term Us Treasury	$0	$208,000 0.04% of portfolio	8,670	Q4 2024 Added 68.84%
EFG Msci Eafe Growth ETF	$0	$206,000 0.04% of portfolio	2,135	Q4 2024 Reduced 1.97%

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