White Lighthouse Investment Management Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$557M
Signature - Title
Jonathan Lachowitz - Owner
Location
Bedford, MA
Summary
This page shows a list of all the recent 13F filings made by White Lighthouse Investment Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. White Lighthouse Investment Management Inc. reported 131 stock holdings with total value $557M as of Q3 2024. Top holdings included VUG, VYM, VXUS, VCSH, and SHV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 131 $557M +$17.5M -$5.81M +$11.7M VUG, VYM, VXUS, VCSH, SHV 13F-HR 10/30/2024, 02:41 PM
Q2 2024 121 $518M +$21.4M -$7.33M +$14M VUG, VYM, VXUS, VCSH, VGT 13F-HR 7/15/2024, 02:51 PM
Q1 2024 120 $492M +$30.7M -$14.2M +$16.5M VUG, VYM, VXUS, VCSH, VGT 13F-HR 5/7/2024, 03:58 PM
Q4 2023 121 $457M +$16.5M -$10.6M +$5.9M VUG, VYM, VXUS, VCSH, VGT 13F-HR 1/23/2024, 01:30 PM
Q3 2023 118 $412M +$15.1M -$6.91M +$8.24M VUG, VYM, VXUS, VCSH, VGT 13F-HR 10/18/2023, 05:07 PM
Q2 2023 115 $419M +$13.2M -$9.88M +$3.34M VUG, VYM, VXUS, VCSH, VGT 13F-HR 8/7/2023, 03:26 PM
Q1 2023 113 $397M +$12M -$6.06M +$5.9M VUG, VYM, VCSH, VXUS, VGT 13F-HR 4/20/2023, 11:35 AM
Q4 2022 114 $368M +$14M -$9.49M +$4.54M VUG, VYM, VXUS, VCSH, VGT 13F-HR 1/24/2023, 03:31 PM
Q3 2022 105 $343M +$20.8M -$6.71M +$14.1M VUG, VYM, VCSH, VXUS, VGT 13F-HR 10/18/2022, 04:28 PM
Q2 2022 108 $349M +$22.7M -$12.6M +$10.1M VUG, VYM, VCSH, VXUS, VGT 13F-HR 7/20/2022, 03:39 PM
Q1 2022 115 $393M +$26.4M -$14.7M +$11.7M VUG, VYM, VXUS, VCSH, VGT 13F-HR 4/20/2022, 10:52 AM
Q4 2021 114 $401M +$15.7M -$7.72M +$8M VUG, VYM, VXUS, VCSH, VGT 13F-HR 1/12/2022, 04:43 PM
Q3 2021 115 $373M +$16.1M -$6.29M +$9.82M VUG, VYM, VXUS, VCSH, VGT 13F-HR 10/20/2021, 02:29 PM
Q2 2021 120 $365M +$21.3M -$8.51M +$12.8M VUG, VYM, VXUS, VGT, VTV 13F-HR 7/26/2021, 02:03 PM
Q1 2021 115 $327M +$14.6M -$9.28M +$5.34M VUG, VYM, VXUS, VGT, VTV 13F-HR 5/7/2021, 04:26 PM
Q4 2020 113 $313M +$11.3M -$12.3M -$1.06M VUG, VYM, VXUS, VGT, VTV 13F-HR 2/3/2021, 05:17 PM
Q3 2020 112 $289M +$16.2M -$12.4M +$3.8M VUG, VYM, VXUS, VGT, VCSH 13F-HR 10/15/2020, 12:19 PM
Q2 2020 110 $272M +$18.7M -$22.5M -$3.72M VUG, VYM, VGT, VXUS, VCSH 13F-HR 7/23/2020, 12:03 PM
Q1 2020 108 $239M +$22.6M -$18.9M +$3.71M VUG, VYM, VXUS, VCSH, VCIT 13F-HR 4/7/2020, 05:26 PM
Q4 2019 131 $273M +$17.1M -$7.05M +$10.1M VUG, VYM, VXUS, VCSH, VCIT 13F-HR 1/24/2020, 05:09 PM
Q3 2019 130 $248M +$10.4M -$3.5M +$6.94M VUG, VYM, VXUS, VCSH, DVY 13F-HR 11/12/2019, 06:41 PM
Q2 2019 126 $240M +$21.8M -$6.14M +$15.6M VUG, VYM, VXUS, VCSH, DVY 13F-HR 7/31/2019, 03:08 PM
Q1 2019 123 $218M +$26.3M -$8.34M +$17.9M VUG, VCSH, VYM, VXUS, DVY 13F-HR 5/7/2019, 06:44 PM
Q4 2018 109 $182M +$14.5M -$9.52M +$5.02M VCSH, VYM, VUG, VXUS, DVY 13F-HR 1/23/2019, 04:30 PM
Q3 2018 116 $196M +$11.6M -$4.74M +$6.89M VCSH, VUG, VYM, VXUS, DVY 13F-HR 10/24/2018, 12:51 PM
Q2 2018 118 $182M +$13.1M -$5.57M +$7.5M VCSH, VXUS, VUG, VYM, DVY 13F-HR 8/9/2018, 02:13 PM
Q1 2018 117 $174M +$8.56M -$6.7M +$1.86M VCSH, VXUS, VUG, VYM, DVY 13F-HR 4/12/2018, 10:01 AM
Q4 2017 119 $174M $0 $0 VCSH, VXUS, VUG, DVY, VYM 13F-HR 1/10/2018, 10:23 AM