SEC Form 13F

White Lighthouse Investment Management Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$802,349,826
Positions151

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVUGGROWTH ETF$133,039,6771,544,459
ISHARES TRSHVTRUST ISHARE 0-1$66,943,379606,646
VANGUARD STAR FDSVXUSVG TL INTL STK F$54,804,057641,058
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$53,996,325341,684
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$30,886,869390,825
VANGUARD WORLD FDVGTINF TECH ETF$30,241,861253,028
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$28,942,151394,254
VANGUARD INDEX FDSVTVVALUE ETF$28,100,186128,941
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$26,490,259835,391
ISHARES TRIGMEXPND TEC SC ETF$21,072,974128,824

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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