White Lighthouse Investment Management Inc.
CIK 1727593 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $802.3M
- Posisi
- 151
- Per tanggal
- 30 Juni 2026
#2.821 dari 9.443 berdasarkan nilai 13F · top 29.9%
Nilai portofolio QoQ: +11.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 59,14%
- Bobot 25 kepemilikan teratas
- 78,91%
- Posisi di atas 1%
- 22
- Jumlah posisi efektif
- 18,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,37% Perkiraan pembelian $178.840.143 · penjualan $18.028.260
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 88,3% masih dipegang
- Posisi baru
- 11
- Meningkat
- 59
- Menurun
- 65
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
1,6%
Healthcare
1,1%
Communication Services
0,9%
Retail
0,6%
Industrials
0,4%
Consumer Staples
0,4%
Consumer Discretionary
0,2%
Communications
0,1%
Financial Services
0,1%
Financials
0,1%
Utilities
0,1%
Real Estate
0,1%
Consumer products
0,1%
Energy
0,1%
Lainnya/Tidak terpetakan
94,2%
Portofolio lengkap 151 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VUG | $133.039.677 | 16,58% | 1.544.459 | $24.706.487 | Naik ×3 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $66.943.379 | 8,34% | 606.646 | $9.595.693 | Naik ×6 | ||
| VXUS Vanguard Total International Stock ETF | $54.804.057 | 6,83% | 641.058 | $5.171.520 | Turun ×1 | ||
| VYM | $53.996.325 | 6,73% | 341.684 | $-2.727.027 | Turun ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $30.886.869 | 3,85% | 390.825 | $474.011 | Naik ×5 | ||
| VGT | $30.241.861 | 3,77% | 253.028 | $7.645.171 | Naik ×1 | ||
| BND Vanguard Total Bond Market ETF | $28.942.151 | 3,61% | 394.254 | $709.395 | Naik ×6 | ||
| VTV | $28.100.186 | 3,50% | 128.941 | $2.358.807 | Turun ×2 | ||
| SCHD | $26.490.259 | 3,30% | 835.391 | $5.482.346 | Naik ×3 | ||
| IGM | $21.072.974 | 2,63% | 128.824 | $6.446.029 | Naik ×6 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $17.456.071 | 2,18% | 182.901 | $1.361.478 | Turun ×6 | ||
| IAU | $14.804.868 | 1,85% | 196.065 | $-2.260.087 | Naik ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $13.920.546 | 1,73% | 168.428 | $-1.993.639 | Turun ×2 | ||
| VOO | $12.682.699 | 1,58% | 18.466 | $1.441.711 | Turun ×1 | ||
| VIG | $12.291.382 | 1,53% | 51.946 | $1.035.404 | Turun ×2 | ||
| DVY iShares Select Dividend ETF | $10.945.418 | 1,36% | 70.028 | $249.392 | Turun ×1 | ||
| IWF | $10.838.735 | 1,35% | 87.289 | $1.251.639 | Naik ×1 | ||
| BSV | $9.719.106 | 1,21% | 124.748 | $280.164 | Naik ×5 | ||
| BIL | $9.073.001 | 1,13% | 99.007 | $1.923.890 | Naik ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $8.993.798 | 1,12% | 179.052 | $512.152 | Naik ×5 | ||
| VBR | $8.903.449 | 1,11% | 36.641 | $871.810 | Turun ×1 | ||
| VB | $8.067.466 | 1,01% | 26.615 | $1.015.195 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $7.244.031 | 0,90% | 9.837 | $1.621.905 | Naik ×3 | ||
| VHT | $7.103.792 | 0,89% | 23.758 | $366.176 | Turun ×1 | ||
| VSGX | $6.588.605 | 0,82% | 80.017 | $994.253 | Naik ×3 | ||
| AAPL Apple Inc. - Common Stock | $6.260.692 | 0,78% | 21.636 | $642.650 | Turun ×6 | ||
| ESGV | $6.222.293 | 0,78% | 47.053 | $987.749 | Naik ×3 | ||
| VO | $5.794.594 | 0,72% | 71.920 | $694.919 | Naik ×3 | ||
| VNQ | $5.237.787 | 0,65% | 54.317 | $-27.729 | Turun ×4 | ||
| VTI | $4.988.677 | 0,62% | 13.481 | $594.064 | Turun ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $4.720.062 | 0,59% | 81.101 | $74.514 | Naik ×3 | ||
| IUSB iShares Core Universal USD Bond ETF | $4.353.262 | 0,54% | 94.329 | $422.464 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $4.223.451 | 0,53% | 11.953 | $681.099 | Turun ×1 | ||
| VOT | $4.161.325 | 0,52% | 13.586 | $760.931 | Naik ×3 | ||
| VOE | $3.762.203 | 0,47% | 19.039 | $294.500 | Naik ×2 | ||
| BIV | $3.752.317 | 0,47% | 48.922 | $-52.889 | Turun ×2 | ||
| VPU | $3.446.817 | 0,43% | 17.610 | $-263.248 | Turun ×1 | ||
| SPY SPY | $3.385.005 | 0,42% | 4.533 | $561.460 | Naik ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3.162.065 | 0,39% | 8.848 | $393.472 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2.989.480 | 0,37% | 8.014 | $-299.227 | Turun ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $2.845.730 | 0,35% | 17.387 | $414.296 | Naik ×2 | ||
| MUB | $2.822.873 | 0,35% | 26.230 | $160.631 | Naik ×3 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $2.804.385 | 0,35% | 14.790 | Naik ×1 | |||
| SCHP | $2.628.169 | 0,33% | 99.176 | $48.131 | Naik ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.570.259 | 0,32% | 10.784 | $313.445 | Turun ×2 | ||
| VWO | $2.533.962 | 0,32% | 42.452 | $-114.434 | Turun ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $2.414.226 | 0,30% | 2.267 | $679.144 | Turun ×2 | ||
| GLD | $2.321.162 | 0,29% | 6.301 | $-640.524 | Turun ×2 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $2.305.387 | 0,29% | 12.257 | $394.051 | Turun ×2 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $2.243.037 | 0,28% | 12.559 | $378.015 | Turun ×1 | ||
| VGK | $2.152.596 | 0,27% | 24.312 | $156.280 | Naik ×4 | ||
| XLK XLK | $1.999.317 | 0,25% | 10.494 | $604.664 | |||
| DSI | $1.887.664 | 0,24% | 13.257 | $319.166 | Naik ×4 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $1.854.178 | 0,23% | 18.035 | $178.055 | Naik ×2 | ||
| VEU | $1.820.139 | 0,23% | 21.733 | $213.975 | Naik ×1 | ||
| IVV | $1.740.519 | 0,22% | 2.324 | $321.986 | Naik ×1 | ||
| VEA | $1.729.400 | 0,22% | 24.272 | $162.262 | Turun ×2 | ||
| IBB IBB | $1.721.225 | 0,21% | 9.050 | $155.137 | Turun ×1 | ||
| BRKB | $1.694.821 | 0,21% | 3.387 | $-357.113 | Turun ×2 | ||
| SOXX SOXX | $1.617.966 | 0,20% | 2.525 | $778.564 | Turun ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1.600.022 | 0,20% | 6.300 | $50.280 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $1.586.745 | 0,20% | 14.010 | $-154.730 | Turun ×2 | ||
| IXJ | $1.586.378 | 0,20% | 16.125 | $64.014 | Turun ×1 | ||
| VCR | $1.582.295 | 0,20% | 3.990 | $28.578 | Turun ×6 | ||
| SUB | $1.543.815 | 0,19% | 14.500 | $198.081 | Naik ×1 | ||
| PM Philip Morris International Inc Common Stock | $1.543.524 | 0,19% | 8.532 | $-305.308 | Turun ×2 | ||
| VOX | $1.513.690 | 0,19% | 8.229 | $-48.598 | Turun ×6 | ||
| LLY Eli Lilly and Company Common Stock | $1.398.578 | 0,17% | 1.166 | $326.100 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1.362.408 | 0,17% | 14.127 | $137.373 | Naik ×6 | ||
| JNK | $1.339.843 | 0,17% | 13.903 | $3.109 | Turun ×1 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $1.317.734 | 0,16% | 19.597 | $57.125 | Naik ×5 | ||
| VTEB | $1.248.163 | 0,16% | 24.677 | $47.909 | Naik ×1 | ||
| NULG | $1.217.541 | 0,15% | 10.401 | $327.511 | Naik ×1 | ||
| HYG | $1.195.711 | 0,15% | 14.952 | $151.963 | Naik ×4 | ||
| SGOL | $1.172.973 | 0,15% | 30.682 | $-204.223 | Turun ×3 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $1.073.947 | 0,13% | 46.388 | $42.283 | Naik ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.052.100 | 0,13% | 5.258 | $141.496 | Naik ×6 | ||
| QUAL | $1.039.879 | 0,13% | 4.739 | $181.721 | Naik ×5 | ||
| IJR | $1.028.975 | 0,13% | 6.938 | $164.648 | Turun ×1 | ||
| AMGN Amgen Inc. - Common Stock | $953.640 | 0,12% | 2.633 | $-219.015 | Turun ×2 | ||
| VFH | $937.683 | 0,12% | 7.123 | $75.341 | Turun ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $934.208 | 0,12% | 17.825 | $1.268 | Naik ×3 | ||
| NUSC | $880.307 | 0,11% | 16.890 | $159.798 | Naik ×3 | ||
| MAR Marriott International - Class A Common Stock | $865.328 | 0,11% | 2.335 | $101.620 | |||
| ESGE iShares ESG Aware MSCI EM ETF | $830.852 | 0,10% | 15.192 | $104.841 | Turun ×3 | ||
| ICF | $817.241 | 0,10% | 12.084 | $-138.588 | Turun ×4 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $772.040 | 0,10% | 6.573 | $254.348 | Turun ×1 | ||
| GREK | $752.735 | 0,09% | 9.970 | Naik ×1 | |||
| AFRM Affirm Holdings, Inc. - Class A Common Stock | $745.367 | 0,09% | 9.140 | $374.958 | Naik ×3 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $736.225 | 0,09% | 9.784 | $-886.810 | Turun ×4 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $724.156 | 0,09% | 364 | $240.732 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $715.919 | 0,09% | 2.187 | $-80.253 | Turun ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $700.880 | 0,09% | 1.686 | $244.592 | |||
| VPL | $678.930 | 0,08% | 5.869 | $113.217 | Naik ×1 | ||
| GDX GDX | $677.248 | 0,08% | 8.976 | $-155.668 | Turun ×6 | ||
| MO Altria Group, Inc. | $662.147 | 0,08% | 9.203 | $54.901 | Naik ×3 | ||
| EW Edwards Lifesciences Corporation Common Stock | $642.944 | 0,08% | 7.107 | $73.776 | |||
| SCHG | $630.525 | 0,08% | 18.633 | $68.306 | Turun ×1 | ||
| EFA | $629.344 | 0,08% | 6.058 | $40.930 | |||
| VV | $611.682 | 0,08% | 1.779 | $78.665 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VUG | $133.039.677 | 16,58% | naik ×3 |
| SHV | $66.943.379 | 8,34% | naik ×6 |
| VCSH | $30.886.869 | 3,85% | naik ×5 |
| BND | $28.942.151 | 3,61% | naik ×6 |
| SCHD | $26.490.259 | 3,30% | naik ×3 |
| IGM | $21.072.974 | 2,63% | naik ×6 |
| BSV | $9.719.106 | 1,21% | naik ×5 |
| VTIP | $8.993.798 | 1,12% | naik ×5 |
| QQQ | $7.244.031 | 0,90% | naik ×3 |
| VSGX | $6.588.605 | 0,82% | naik ×3 |
| ESGV | $6.222.293 | 0,78% | naik ×3 |
| VO | $5.794.594 | 0,72% | naik ×3 |
| VGSH | $4.720.062 | 0,59% | naik ×3 |
| VOT | $4.161.325 | 0,52% | naik ×3 |
| SPY | $3.385.005 | 0,42% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| AZN | $2.804.385 | 14.790 | 0,35% |
| GREK | $752.735 | 9.970 | 0,09% |
| ORCL | $382.973 | 2.613 | 0,05% |
| AMD | $261.990 | 451 | 0,03% |
| EXPE | $260.486 | 1.018 | 0,03% |
| VT | $249.956 | 1.593 | 0,03% |
| IYW | $238.862 | 947 | 0,03% |
| SUSA | $212.821 | 1.379 | 0,03% |
| QCOM | $212.002 | 1.147 | 0,03% |
| INTC | $210.702 | 1.509 | 0,03% |
| SBUX | $202.010 | 1.977 | 0,03% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VUG | Beli lebih banyak | +1.3M | +$24.7M |
| SHV | Beli lebih banyak | +87K | +$9.6M |
| VGT | Beli lebih banyak | +221K | +$7.6M |
| IGM | Beli lebih banyak | +5K | +$6.4M |
| SCHD | Beli lebih banyak | +151K | +$5.5M |
| VXUS | Dipangkas | -3K | +$5.2M |
| VYM | Dipangkas | -41K | -$2.7M |
| VTV | Dipangkas | -2K | +$2.4M |
| IAU | Beli lebih banyak | +2K | -$2.3M |
| VCIT | Dipangkas | -24K | -$2.0M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| GREKXXXX | 30 Juni 2026 | 9.970 | $636.784 | Tidak lagi dilacak |
| GREKXXXX | 30 Sep. 2025 | 9.970 | $578.659 | Tidak lagi dilacak |
| TSLA | 31 Maret 2025 | 1.416 | $571.837 | 34,6% |
| PYLD | 31 Maret 2026 | 14.310 | $381.791 | Tidak lagi dilacak |
| TSM | 31 Maret 2026 | 1.191 | $361.959 | 24,3% |
| SUSA | 31 Maret 2026 | 2.304 | $321.062 | Tidak lagi dilacak |
| BIIB | 30 Juni 2025 | 2.125 | $290.785 | 71,7% |
| HON | 30 Juni 2025 | 1.319 | $279.239 | 0,0% |
| BLV | 30 Juni 2026 | 3.822 | $262.877 | Tidak lagi dilacak |
| NFLX | 31 Des. 2025 | 218 | $261.365 | -15,1% |
| ANETXXXX | 31 Maret 2025 | 2.200 | $243.166 | Tidak lagi dilacak |
| V | 31 Maret 2026 | 656 | $230.101 | 21,7% |
| GSLC | 31 Maret 2025 | 1.992 | $229.439 | Tidak lagi dilacak |
| ORCL | 31 Maret 2026 | 1.150 | $224.147 | -0,4% |
| ISRG | 30 Juni 2026 | 468 | $215.743 | -6,1% |
| GLW | 30 Juni 2026 | 1.576 | $214.289 | -39,9% |
| EFG | 30 Juni 2025 | 2.136 | $213.600 | Tidak lagi dilacak |
| AMP | 31 Maret 2025 | 400 | $212.972 | 15,6% |
| GSLC | 31 Maret 2026 | 1.592 | $210.733 | Tidak lagi dilacak |
| RING | 31 Maret 2026 | 2.813 | $207.149 | |
| AMP | 30 Sep. 2025 | 388 | $207.087 | 13,9% |
| BN | 31 Maret 2026 | 4.489 | $205.986 | 3,7% |
| MDLZ | 31 Maret 2025 | 3.428 | $204.754 | -5,5% |
| IEFA | 30 Sep. 2025 | 2.415 | $201.604 | Tidak lagi dilacak |
| QCOM | 31 Maret 2026 | 1.170 | $200.063 | 25,0% |