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White Lighthouse Investment Management Inc.

Q4 2019 Holdings

Filed 2020-01-24 | 131 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(MTUM)USA MOMENTUM FCT46432F396$2.8K21,9760.2%
Ishares TR(IXUS)CORE MSCI TOTAL46432F834$2.9K46,0760.2%
Vanguard Index FDS(VOT)MCAP GR IDXVIP922908538$2.9K18,3190.2%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$2.9K35,0320.2%
Vanguard World FDS(VHT)HEALTH CAR ETF92204A504$2.9K15,3420.2%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$3.1K22,9430.3%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$3.2K34,1200.3%
Vanguard BD Index FD Inc(BIV)INTERMED TERM921937819$3.4K38,5830.3%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$3.4K28,6890.3%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$3.5K11,6850.3%
Apple Inc(AAPL)COM037833100$3.7K12,6770.3%
Invesco Qqq TrustCommon73935A104$3.8K17,7120.3%
Vanguard Index FDS(VTV)VALUE ETF922908744$4.3K36,1240.4%
Vanguard Malvern FDS(VTIP)STRM INFPROIDX922020805$4.5K91,6400.4%
Ishares Gold Trust(IAUUSD)ISHARES464285105$5.5K380,6840.5%
Ishares TR(IGM)N AMER TECH ETF464287549$5.5K22,9020.5%
Vanguard World FDS(VGT)INF TECH ETF92204A702$5.7K23,2100.5%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$5.7K129,0660.5%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$6.2K35,2800.5%
Vanguard Group(VIG)DIV APP ETF921908844$6.3K50,2990.5%
Ishares TR(SHV)SHORT TREAS BD464288679$6.3K57,0880.5%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$7.0K86,9080.6%
Vanguard Scottsdale FDS(VCLT)LG-TERM COR BD92206C813$8.6K84,8810.7%
Ishares TR(DVY)SELECT DIVID ETF464287168$8.8K83,5470.7%
Vanguard Scottsdale FDS(VCIT)INT-TERM CORP92206C870$9.3K101,7250.8%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$13.7K168,6351.1%
Vanguard Star FD(VXUS)VG TL INTL STK F921909768$16.2K290,1341.3%
Vanguard Whitehall FDS Inc(VYM)HIGH DIV YLD921946406$18.3K194,9661.5%
Vanguard Index FDS(VUG)GROWTH ETF922908736$28.4K155,9372.4%
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$211.0K99317.5%
Cisco SYS Inc(CSCO)COM17275R102$721.0K15,03259.9%
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