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Disclosed positions
White Lighthouse Investment Management Inc.: source evidence dated 2026-08-06T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VUG
- Class
- GROWTH ETF
- Reported value
- $133,039,677
- Reported amount
- 1,544,459
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001727593-26-000007Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD INDEX FDS | VUG | GROWTH ETF | $133,039,677 | 1,544,459 | SH | None |
| ISHARES TR | SHV | TRUST ISHARE 0-1 | $66,943,379 | 606,646 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $54,804,057 | 641,058 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $53,996,325 | 341,684 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $30,886,869 | 390,825 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $30,241,861 | 253,028 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $28,942,151 | 394,254 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $28,100,186 | 128,941 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $26,490,259 | 835,391 | SH | None |
| ISHARES TR | IGM | EXPND TEC SC ETF | $21,072,974 | 128,824 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $17,456,071 | 182,901 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $14,804,868 | 196,065 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $13,920,546 | 168,428 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $12,682,699 | 18,466 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $12,291,382 | 51,946 | SH | None |
| ISHARES TR | DVY | SELECT DIVID ETF | $10,945,418 | 70,028 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $10,838,735 | 87,289 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $9,719,106 | 124,748 | SH | None |
| SPDR SERIES TRUST | BIL | ST STR BLO 1 ETF | $9,073,001 | 99,007 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $8,993,798 | 179,052 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $8,903,449 | 36,641 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $8,067,466 | 26,615 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $7,244,031 | 9,837 | SH | None |
| VANGUARD WORLD FD | VHT | HEALTH CAR ETF | $7,103,792 | 23,758 | SH | None |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $6,588,605 | 80,017 | SH | None |
| APPLE INC | AAPL | COM | $6,260,692 | 21,636 | SH | None |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $6,222,293 | 47,053 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $5,794,594 | 71,920 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $5,237,787 | 54,317 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $4,988,677 | 13,481 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $4,720,062 | 81,101 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $4,353,262 | 94,329 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $4,223,451 | 11,953 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $4,161,325 | 13,586 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $3,762,203 | 19,039 | SH | None |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $3,752,317 | 48,922 | SH | None |
| VANGUARD WORLD FD | VPU | UTILITIES ETF | $3,446,817 | 17,610 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $3,385,005 | 4,533 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $3,162,065 | 8,848 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,989,480 | 8,014 | SH | None |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $2,845,730 | 17,387 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $2,822,873 | 26,230 | SH | None |
| ASTRAZENECA PLC | AZN | ORD | $2,804,385 | 14,790 | SH | None |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $2,628,169 | 99,176 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,570,259 | 10,784 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $2,533,962 | 42,452 | SH | None |
| CATERPILLAR INC | CAT | COM | $2,414,226 | 2,267 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $2,321,162 | 6,301 | SH | None |
| ISHARES TR | IUSG | CORE S&P US GWT | $2,305,387 | 12,257 | SH | None |
| ISHARES TR | IJT | S&P SML 600 GWT | $2,243,037 | 12,559 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.