White Lighthouse Investment Management Inc.
CIK: 0001727593SEC EDGAR →
Portfolio Value
$666K
Holdings
150
As of
Q4 2025
New Positions
4
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 240,210 | $117K | 17.60% |
| 2 | VANGUARD WHITEHALL FDS | 471,838 | $68K | 10.17% |
| 3 | ISHARES TR | 472,420 | $52K | 7.81% |
| 4 | VANGUARD STAR FDS | 593,492 | $45K | 6.72% |
| 5 | VANGUARD SCOTTSDALE FDS | 365,920 | $29K | 4.38% |
| 6 | VANGUARD BD INDEX FDS | 371,289 | $28K | 4.13% |
| 7 | VANGUARD INDEX FDS | 131,334 | $25K | 3.77% |
| 8 | VANGUARD SCOTTSDALE FDS | 200,521 | $17K | 2.52% |
| 9 | ISHARES GOLD TR | 206,671 | $17K | 2.52% |
| 10 | ISHARES TR | 187,638 | $16K | 2.38% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 105 | $597K | 89.6% |
| Unknown | 8 | $33K | 4.9% |
| Technology | 11 | $15K | 2.2% |
| Healthcare | 8 | $8K | 1.1% |
| Communication Services | 2 | $4K | 0.7% |
| Consumer Cyclical | 3 | $4K | 0.6% |
| Consumer Defensive | 5 | $4K | 0.5% |
| Utilities | 1 | $853 | 0.1% |
| Industrials | 4 | $762 | 0.1% |
| Energy | 2 | $638 | 0.1% |
| Real Estate | 1 | $582 | 0.1% |