WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.

Filed: 5/12/2025ACC: 0001085146-25-002958

📋 What this filing means

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 133 equity positions with a total reported market value of $560.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

133

Positions

$560.01M

Total AUM (reported)

5.14M

Total Shares

Allocation by class

GROWTH ETF$86.55M15.5%

HIGH DIV YLD$56.98M10.2%

VG TL INTL STK F$35.92M6.4%

SHORT TREAS BD$31.71M5.7%

COM$27.44M4.9%

SHRT TRM CORP BD$25.04M4.5%

TOTAL BND MRKT$21.97M3.9%

Portfolio Concentration

Top 3$179.46M32.0%

4–10$147.42M26.3%

11–25$112.51M20.1%

Rest$120.62M21.5%

Top 3 weight

32.0%

Top 10 weight

58.4%

Voting Authority Distribution

Total shares with voting rights: 5.14M

Sole

Full voting authority

5.14M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole133

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings133

Rows:

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares233.41K

TypeSH

Market value$86.55M

15.46%

Sole

233.41K

Shared

0.00

None

0.00

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares441.87K

TypeSH

Market value$56.98M

10.18%

Sole

441.87K

Shared

0.00

None

0.00

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares578.47K

TypeSH

Market value$35.92M

6.41%

Sole

578.47K

Shared

0.00

None

0.00

ISHARES TR

SOLE

SHORT TREAS BD

Shares287.04K

TypeSH

Market value$31.71M

5.66%

Sole

287.04K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares317.16K

TypeSH

Market value$25.04M

4.47%

Sole

317.16K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares299.14K

TypeSH

Market value$21.97M

3.92%

Sole

299.14K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares111.47K

TypeSH

Market value$19.26M

3.44%

Sole

111.47K

Shared

0.00

None

0.00

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares34.08K

TypeSH

Market value$18.48M

3.30%

Sole

34.08K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares208.18K

TypeSH

Market value$17.02M

3.04%

Sole

208.18K

Shared

0.00

None

0.00

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares236.51K

TypeSH

Market value$13.94M

2.49%

Sole

236.51K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares192.90K

TypeSH

Market value$13.47M

2.40%

Sole

192.90K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares51.02K

TypeSH

Market value$9.90M

1.77%

Sole

51.02K

Shared

0.00

None

0.00

ISHARES TR

SOLE

SELECT DIVID ETF

Shares63.99K

TypeSH

Market value$8.59M

1.53%

Sole

63.99K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares16.71K

TypeSH

Market value$8.59M

1.53%

Sole

16.71K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares109.34K

TypeSH

Market value$8.56M

1.53%

Sole

109.34K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares23.34K

TypeSH

Market value$8.43M

1.51%

Sole

23.34K

Shared

0.00

None

0.00

VANGUARD WORLD FD

SOLE

HEALTH CAR ETF

Shares27.83K

TypeSH

Market value$7.37M

1.32%

Sole

27.83K

Shared

0.00

None

0.00

ISHARES TR

SOLE

EXPND TEC SC ETF

Shares80.35K

TypeSH

Market value$7.29M

1.30%

Sole

80.35K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares29.55K

TypeSH

Market value$6.56M

1.17%

Sole

29.55K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares34.31K

TypeSH

Market value$6.39M

1.14%

Sole

34.31K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

LG-TERM COR BD

Shares78.49K

TypeSH

Market value$5.96M

1.06%

Sole

78.49K

Shared

0.00

None

0.00

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares112.77K

TypeSH

Market value$5.63M

1.00%

Sole

112.77K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares60.90K

TypeSH

Market value$5.51M

0.98%

Sole

60.90K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares24.15K

TypeSH

Market value$5.36M

0.96%

Sole

24.15K

Shared

0.00

None

0.00

VANGUARD WORLD FD

SOLE

ESG INTL STK ETF

Shares83.24K

TypeSH

Market value$4.91M

0.88%

Sole

83.24K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
VANGUARD INDEX FDSSOLE	GROWTH ETF	233.41K	SH	$86.55M 15.46%	233.41K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	441.87K	SH	$56.98M 10.18%	441.87K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	578.47K	SH	$35.92M 6.41%	578.47K
ISHARES TRSOLE	SHORT TREAS BD	287.04K	SH	$31.71M 5.66%	287.04K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	317.16K	SH	$25.04M 4.47%	317.16K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	299.14K	SH	$21.97M 3.92%	299.14K
VANGUARD INDEX FDSSOLE	VALUE ETF	111.47K	SH	$19.26M 3.44%	111.47K
VANGUARD WORLD FDSOLE	INF TECH ETF	34.08K	SH	$18.48M 3.30%	34.08K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	208.18K	SH	$17.02M 3.04%	208.18K
ISHARES GOLD TRSOLE	ISHARES NEW	236.51K	SH	$13.94M 2.49%	236.51K
ISHARES TRSOLE	CORE MSCI TOTAL	192.90K	SH	$13.47M 2.40%	192.90K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	51.02K	SH	$9.90M 1.77%	51.02K
ISHARES TRSOLE	SELECT DIVID ETF	63.99K	SH	$8.59M 1.53%	63.99K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	16.71K	SH	$8.59M 1.53%	16.71K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	109.34K	SH	$8.56M 1.53%	109.34K
ISHARES TRSOLE	RUS 1000 GRW ETF	23.34K	SH	$8.43M 1.51%	23.34K
VANGUARD WORLD FDSOLE	HEALTH CAR ETF	27.83K	SH	$7.37M 1.32%	27.83K
ISHARES TRSOLE	EXPND TEC SC ETF	80.35K	SH	$7.29M 1.30%	80.35K
APPLE INCSOLE	COM	29.55K	SH	$6.56M 1.17%	29.55K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	34.31K	SH	$6.39M 1.14%	34.31K
VANGUARD SCOTTSDALE FDSSOLE	LG-TERM COR BD	78.49K	SH	$5.96M 1.06%	78.49K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	112.77K	SH	$5.63M 1.00%	112.77K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	60.90K	SH	$5.51M 0.98%	60.90K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	24.15K	SH	$5.36M 0.96%	24.15K
VANGUARD WORLD FDSOLE	ESG INTL STK ETF	83.24K	SH	$4.91M 0.88%	83.24K

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