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
VEU Vanguard Ftse All World Ex Us	$0	$1.29 Million 0.23% of portfolio	21,275	Q1 2025 Added 0.0%
VPU Vanguard Utilities ETF	$0	$1.26 Million 0.23% of portfolio	7,362	Q1 2025 Added 58.73%
JNK Spdr Bloomberg High Yield Bond	$0	$1.23 Million 0.22% of portfolio	12,933	Q1 2025 Added 91.69%
ICF Ishares Tr	$0	$1.21 Million 0.22% of portfolio	19,739	Q1 2025 Reduced 4.66%
IVV Ishares Core S&P 500 ETF	$0	$1.21 Million 0.22% of portfolio	2,147	Q1 2025 Reduced 1.47%
SGOL Abrdn Gold ETF Trust	$4.64B	$1.16 Million 0.21% of portfolio	38,898	Q1 2025 Reduced 0.89%
IGSB Ishares Trust Ishares 1 5 Year	$0	$985,000 0.18% of portfolio	18,820	Q4 2024 Added 4.44%
VGK Vanguard Ftse Europe ETF Ftse	$0	$899,000 0.16% of portfolio	12,818	Q1 2025 Added 4.64%
VFH Vanguard Financial ETF	$0	$755,000 0.14% of portfolio	6,321	Q1 2025 Added 31.33%
VWOB Vanguard Emerging Mkts Govt Bd	$0	$724,000 0.13% of portfolio	11,612	Q1 2025 Reduced 2.27%
IJR Ishares Core S&P Sm Cap ETF	$0	$665,000 0.12% of portfolio	6,364	Q1 2025 Reduced 2.69%
VCEB Vanguard World Fd Esg U S Corp	$0	$655,000 0.12% of portfolio	10,420	Q1 2025 Added 3.01%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$636,000 0.11% of portfolio	18,210	Q1 2025 Reduced 2.54%
MGK Vanguard Mega Cap Growth ETF	$0	$574,000 0.1% of portfolio	1,861	Q4 2024 Reduced 33.54%
QUAL Ishares Msci Usa Quality Facto	$0	$565,000 0.1% of portfolio	3,310	Q1 2025 Reduced 1.25%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$564,000 0.1% of portfolio	12,286	Q1 2025 Reduced 4.89%
EMB Ishares Tr	$0	$558,000 0.1% of portfolio	6,170	Q1 2025 Added 2.25%
NUSC Nuveen Esg Small Cap ETF	$0	$548,000 0.1% of portfolio	14,309	Q1 2025 Added 19.32%
VV Vanguard Large Cap ETF	$0	$502,000 0.09% of portfolio	1,955	Q4 2024 Reduced 5.0%
NULG Nuveen Esg Large Cap Growth Et	$0	$443,000 0.08% of portfolio	5,662	Q1 2025 Added 23.22%
MTUM Ishares Msci Usa Momentum Fact	$0	$408,000 0.07% of portfolio	2,023	Q1 2025 Reduced 5.95%
SCHG Schwab Strategic Tr Us Large C	$0	$367,000 0.07% of portfolio	14,674	Q1 2025 Added 0.13%
IWP Ishares Russell Mid Cap Growth	$0	$354,000 0.06% of portfolio	3,017	Q1 2025 Reduced 10.34%
ICSH Blackrock Ultra Short Term Bon	$0	$354,000 0.06% of portfolio	7,000	Q4 2023 Added 7.69%
SUSA Ishares Tr Msci Usa Esg Select	$0	$345,000 0.06% of portfolio	3,012	Q4 2024 Reduced 4.5%
XLK Technology Sector Spdr	$0	$341,000 0.06% of portfolio	1,653	Q1 2025 Reduced 21.99%
SOXX Ishares Semiconductor ETF	$0	$338,000 0.06% of portfolio	1,799	Q1 2025 Added 7.4%
HYG Ishares Tr	$0	$335,000 0.06% of portfolio	4,251	Q1 2025 Added 4.37%
BNDX Vanguard Total International B	$0	$328,000 0.06% of portfolio	6,737	Q1 2025 Added 2.43%
VONG Vanguard Russell 1000 Growth E	$0	$314,000 0.06% of portfolio	3,385	Q4 2024 Reduced 1.46%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$311,000 0.06% of portfolio	3,395	Q1 2025 Reduced 15.55%
SCHC Schwab Strategic Tr Intl Small	$0	$260,000 0.05% of portfolio	7,268	Q1 2025 Added 6.23%
SCHF Schwab Strategic Tr Intl Eqty	$0	$255,000 0.05% of portfolio	12,892	Q1 2025 Reduced 2.83%
AGG Ishares Core U.S. Aggregate Bo	$0	$251,000 0.04% of portfolio	2,546	Q4 2024 Reduced 20.69%
SPYG Spdr Portfolio	$0	$220,000 0.04% of portfolio	2,740	Q1 2025 Added 0.04%
EFG Msci Eafe Growth ETF	$0	$213,000 0.04% of portfolio	2,136	Q1 2025 Added 0.05%
SCHO Schwab Short Term Us Treasury	$0	$211,000 0.04% of portfolio	8,670	Q4 2024 Added 68.84%
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$173,000 0.03% of portfolio	12,755	Q1 2025 New
ICLN Ishares	$0	$173,000 0.03% of portfolio	15,177	Q1 2025 Reduced 25.33%

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