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Home > Institutional Investor > White Lighthouse Investment Management Inc. > Profile

Instuitional Investor - White Lighthouse Investment Management Inc.

Fund Profile
Filing Period:
Fund Name: White Lighthouse Investment Management Inc.
Portfolio Value $829,220,842
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - MRNGSTR GRWT ETF
 1,622,517 $146,205,011 17.63%
2.
Ishares Tr
 600,216 $66,215,882 7.99%
3.
Vanguard Star Fds
 661,686 $56,216,834 6.78%
4.
Vanguard Whitehall Funds
 VYM 329,432 $51,127,908 6.17%
5.
Schwab Strategic Trust
 SCHD 1,056,150 $34,356,554 4.14%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.