Fund Universe

White Lighthouse Investment Management Inc.

CIK 0001727593 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.732
AUM ($M)
802
Positions
151
Turnover
0.05
Top-10 wt
59%
Herfindahl
0.054
History (qtrs)
6
Excess Return

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 156 positions · portfolio value $802M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VUG funds › VANGUARD INDEX FDS ADD 16.6% +1.6% 133.0 1,544,459 +1,296,438 5
SHV funds › ISHARES TR ADD 8.3% +0.4% 66.9 606,646 +87,145 5
VXUS funds › VANGUARD STAR FDS TRIM 6.8% -0.1% 54.8 641,058 -2,601 5
VYM funds › VANGUARD WHITEHALL FDS TRIM 6.7% -1.1% 54.0 341,684 -41,323 5
VCSH funds › VANGUARD SCOTTSDALE FDS ADD 3.8% -0.4% 30.9 390,825 +7,163 5
VGT funds › VANGUARD WORLD FD ADD 3.8% +0.6% 30.2 253,028 +220,642 5
BND funds › VANGUARD BD INDEX FDS ADD 3.6% -0.3% 28.9 394,254 +10,865 5
VTV funds › VANGUARD INDEX FDS TRIM 3.5% -0.1% 28.1 128,941 -2,259 5
SCHD funds › SCHWAB STRATEGIC TR ADD 3.3% +0.4% 26.5 835,391 +150,648 5
IGM funds › ISHARES TR ADD 2.6% +0.6% 21.1 128,824 +5,400 5
IXUS funds › ISHARES TR TRIM 2.2% -0.1% 17.5 182,901 -2,863 5
IAU funds › ISHARES GOLD TR ADD 1.8% -0.5% 14.8 196,065 +2,497 5
VCIT funds › VANGUARD SCOTTSDALE FDS TRIM 1.7% -0.5% 13.9 168,428 -23,888 5
VOO funds › VANGUARD INDEX FDS TRIM 1.6% +0.0% 12.7 18,466 -346 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 1.5% -0.0% 12.3 51,946 -393 5
DVY funds › ISHARES TR TRIM 1.4% -0.1% 10.9 70,028 -615 5
IWF funds › ISHARES TR ADD 1.4% +0.0% 10.8 87,289 +64,805 5
BSV funds › VANGUARD BD INDEX FDS ADD 1.2% -0.1% 9.7 124,748 +4,369 5
BIL funds › SPDR SERIES TRUST ADD 1.1% +0.1% 9.1 99,007 +20,994 5
VTIP funds › VANGUARD MALVERN FDS ADD 1.1% -0.1% 9.0 179,052 +9,249 5
VBR funds › VANGUARD INDEX FDS TRIM 1.1% -0.0% 8.9 36,641 -329 5
VB funds › VANGUARD INDEX FDS TRIM 1.0% +0.0% 8.1 26,615 -310 5
QQQ funds › INVESCO QQQ TR ADD 0.9% +0.1% 7.2 9,837 +96 5
VHT funds › VANGUARD WORLD FD TRIM 0.9% -0.0% 7.1 23,758 -983 5
VSGX funds › VANGUARD WORLD FD ADD 0.8% +0.0% 6.6 80,017 +2,025 5
AAPL funds › APPLE INC TRIM 0.8% +0.0% 6.3 21,636 -501 5
CUSIP:921910733 funds › VANGUARD WORLD FD ADD 0.8% +0.0% 6.2 47,053 +428 5
VO funds › VANGUARD INDEX FDS ADD 0.7% +0.0% 5.8 71,920 +54,162 5
VNQ funds › VANGUARD INDEX FDS TRIM 0.7% -0.1% 5.2 54,317 -5,046 5
VTI funds › VANGUARD INDEX FDS TRIM 0.6% +0.0% 5.0 13,481 -217 5
VGSH funds › VANGUARD SCOTTSDALE FDS ADD 0.6% -0.1% 4.7 81,101 +1,744 5
IUSB funds › ISHARES TR ADD 0.5% -0.0% 4.4 94,329 +9,228 5
GOOG funds › ALPHABET INC TRIM 0.5% +0.0% 4.2 11,953 -396 5
VOT funds › VANGUARD INDEX FDS ADD 0.5% +0.0% 4.2 13,586 +373 5
VOE funds › VANGUARD INDEX FDS ADD 0.5% -0.0% 3.8 19,039 +221 5
BIV funds › VANGUARD BD INDEX FDS TRIM 0.5% -0.1% 3.8 48,922 -381 5
VPU funds › VANGUARD WORLD FD TRIM 0.4% -0.1% 3.4 17,610 -1,114 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 0.4% +0.0% 3.4 4,533 +191 5
GOOGL funds › ALPHABET INC TRIM 0.4% +0.0% 3.2 8,848 -780 5
MSFT funds › MICROSOFT CORP TRIM 0.4% -0.1% 3.0 8,014 -870 5
ESGU funds › ISHARES TR ADD 0.4% +0.0% 2.8 17,387 +194 5
MUB funds › ISHARES TR ADD 0.4% -0.0% 2.8 26,230 +1,150 5
AZN funds › ASTRAZENECA PLC NEW 0.3% +0.3% 2.8 14,790 +14,790 1
SCHP funds › SCHWAB STRATEGIC TR ADD 0.3% -0.0% 2.6 99,176 +2,219 5
AMZN funds › AMAZON COM INC TRIM 0.3% +0.0% 2.6 10,784 -52 5
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.3% -0.1% 2.5 42,452 -6,547 5
CAT funds › CATERPILLAR INC TRIM 0.3% +0.1% 2.4 2,267 -182 5
GLD funds › SPDR GOLD TR TRIM 0.3% -0.1% 2.3 6,301 -582 5
IUSG funds › ISHARES TR TRIM 0.3% +0.0% 2.3 12,257 -65 5
IJT funds › ISHARES TR TRIM 0.3% +0.0% 2.2 12,559 -329 5
VGK funds › VANGUARD INTL EQUITY INDEX F ADD 0.3% -0.0% 2.2 24,312 +94 5
XLK funds › SELECT SECTOR SPDR TR HOLD 0.2% +0.1% 2.0 10,494 +0 5
DSI funds › ISHARES TR ADD 0.2% +0.0% 1.9 13,257 +315 5
ESGD funds › ISHARES TR ADD 0.2% -0.0% 1.9 18,035 +506 5
VEU funds › VANGUARD INTL EQUITY INDEX F ADD 0.2% +0.0% 1.8 21,733 +346 5
IVV funds › ISHARES TR ADD 0.2% +0.0% 1.7 2,324 +152 5
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 0.2% -0.0% 1.7 24,272 -184 5
IBB funds › ISHARES TR TRIM 0.2% -0.0% 1.7 9,050 -225 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.2% -0.1% 1.7 3,387 -895 5
SOXX funds › ISHARES TR TRIM 0.2% +0.1% 1.6 2,525 -29 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.2% -0.0% 1.6 6,300 -40 5
WMT funds › WALMART INC TRIM 0.2% -0.0% 1.6 14,010 -3 5
IXJ funds › ISHARES TR TRIM 0.2% -0.0% 1.6 16,125 -150 5
VCR funds › VANGUARD WORLD FD TRIM 0.2% -0.0% 1.6 3,990 -338 5
SUB funds › ISHARES TR ADD 0.2% +0.0% 1.5 14,500 +1,864 5
PM funds › PHILIP MORRIS INTL INC TRIM 0.2% -0.1% 1.5 8,532 -2,650 5
VOX funds › VANGUARD WORLD FD TRIM 0.2% -0.0% 1.5 8,229 -458 5
LLY funds › ELI LILLY & CO HOLD 0.2% +0.0% 1.4 1,166 +0 2
EMB funds › ISHARES TR ADD 0.2% -0.0% 1.4 14,127 +1,085 5
JNK funds › SPDR SERIES TRUST TRIM 0.2% -0.0% 1.3 13,903 -62 5
VWOB funds › VANGUARD WHITEHALL FDS ADD 0.2% -0.0% 1.3 19,597 +407 5
VTEB funds › VANGUARD MUN BD FDS ADD 0.2% -0.0% 1.2 24,677 +619 5
NULG funds › NUSHARES ETF TR ADD 0.2% +0.0% 1.2 10,401 +614 5
HYG funds › ISHARES TR ADD 0.1% +0.0% 1.2 14,952 +1,833 5
SGOL funds › ETFS GOLD TR TRIM 0.1% -0.0% 1.2 30,682 -183 5
SUSC funds › ISHARES TR ADD 0.1% -0.0% 1.1 46,388 +1,800 4
NVDA funds › NVIDIA CORPORATION ADD 0.1% +0.0% 1.1 5,258 +37 5
QUAL funds › ISHARES TR ADD 0.1% +0.0% 1.0 4,739 +265 5
IJR funds › ISHARES TR TRIM 0.1% +0.0% 1.0 6,938 -15 5
AMGN funds › AMGEN INC TRIM 0.1% -0.0% 1.0 2,633 -700 5
VFH funds › VANGUARD WORLD FD TRIM 0.1% -0.0% 0.9 7,123 -15 5
IGSB funds › ISHARES TR ADD 0.1% -0.0% 0.9 17,825 +75 5
NUSC funds › NUSHARES ETF TR ADD 0.1% +0.0% 0.9 16,890 +900 5
MAR funds › MARRIOTT INTL INC NEW HOLD 0.1% +0.0% 0.9 2,335 +0 5
ESGE funds › ISHARES INC TRIM 0.1% +0.0% 0.8 15,192 -775 5
ICF funds › ISHARES TR TRIM 0.1% -0.0% 0.8 12,084 -3,360 5
CSCO funds › CISCO SYS INC TRIM 0.1% +0.0% 0.8 6,573 -99 5
GREK funds › GLOBAL X FDS NEW 0.1% +0.1% 0.8 9,970 +9,970 1
AFRM funds › AFFIRM HLDGS INC ADD 0.1% +0.0% 0.7 9,140 +1,056 5
VCLT funds › VANGUARD SCOTTSDALE FDS TRIM 0.1% -0.1% 0.7 9,784 -11,938 5
ASML funds › ASML HLDG NV TRIM 0.1% +0.0% 0.7 364 -2 5
JPM funds › JPMORGAN CHASE & CO TRIM 0.1% -0.0% 0.7 2,187 -520 5
UNH funds › UNITEDHEALTH GROUP INC HOLD 0.1% +0.0% 0.7 1,686 +0 5
VPL funds › VANGUARD INTL EQUITY INDEX F ADD 0.1% +0.0% 0.7 5,869 +80 5
GDX funds › VANECK ETF TRUST TRIM 0.1% -0.0% 0.7 8,976 -100 5
MO funds › ALTRIA GROUP INC ADD 0.1% -0.0% 0.7 9,203 +1 5
EW funds › EDWARDS LIFESCIENCES CORP HOLD 0.1% +0.0% 0.6 7,107 +0 5
SCHG funds › SCHWAB STRATEGIC TR TRIM 0.1% +0.0% 0.6 18,633 -667 5
EFA funds › ISHARES TR HOLD 0.1% -0.0% 0.6 6,058 +0 5
VV funds › VANGUARD INDEX FDS TRIM 0.1% +0.0% 0.6 1,779 -5 5
SO funds › SOUTHERN CO TRIM 0.1% -0.1% 0.6 6,309 -3,296 5
AVGO funds › BROADCOM INC TRIM 0.1% +0.0% 0.6 1,567 -48 5
NLY funds › ANNALY CAPITAL MANAGEMENT IN TRIM 0.1% -0.0% 0.6 25,489 -1,233 5
BNDX funds › VANGUARD CHARLOTTE FDS ADD 0.1% -0.0% 0.6 11,595 +536 5
BTI funds › BRITISH AMERN TOB PLC HOLD 0.1% -0.0% 0.6 9,084 +0 5
MTUM funds › ISHARES TR HOLD 0.1% +0.0% 0.6 1,633 +0 5
MRK funds › MERCK & CO INC ADD 0.1% -0.0% 0.6 4,328 +86 5
MGK funds › VANGUARD WORLD FD ADD 0.1% -0.0% 0.5 5,840 +4,077 5
PG funds › PROCTER & GAMBLE CO TRIM 0.1% -0.0% 0.5 3,344 -1,983 5
ICLN funds › ISHARES TR ADD 0.1% +0.0% 0.5 23,617 +535 5
ICSH funds › ISHARES TR ADD 0.1% +0.0% 0.5 9,500 +2,500 5
AGG funds › ISHARES TR TRIM 0.1% -0.0% 0.5 4,554 -50 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.1% -0.0% 0.4 3,154 -119 5
PANW funds › PALO ALTO NETWORKS INC TRIM 0.1% +0.0% 0.4 1,229 -53 5
VCEB funds › VANGUARD WORLD FD ADD 0.1% -0.0% 0.4 6,647 +359 5
XLV funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 0.4 2,613 +56 3
VONG funds › VANGUARD SCOTTSDALE FDS ADD 0.1% +0.0% 0.4 3,191 +76 5
IWP funds › ISHARES TR ADD 0.0% +0.0% 0.4 2,704 +147 5
IEMG funds › ISHARES INC HOLD 0.0% +0.0% 0.4 4,663 +0 3
ORCL funds › ORACLE CORP NEW 0.0% +0.0% 0.4 2,613 +2,613 1
VBK funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.4 985 +15 5
HD funds › HOME DEPOT INC TRIM 0.0% -0.0% 0.4 1,004 -8 5
SCHC funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.3 7,130 -56 5
SPYG funds › SPDR SERIES TRUST TRIM 0.0% +0.0% 0.3 2,610 -88 5
SCHF funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.3 10,933 -656 5
IWM funds › ISHARES TR TRIM 0.0% -0.0% 0.3 1,007 -100 2
UNP funds › UNION PAC CORP TRIM 0.0% +0.0% 0.3 1,102 -5 5
DE funds › DEERE & CO HOLD 0.0% +0.0% 0.3 465 +0 5
LMT funds › LOCKHEED MARTIN CORP ADD 0.0% -0.0% 0.3 570 +1 5
COST funds › COSTCO WHOLESALE CORPORATION HOLD 0.0% -0.0% 0.3 291 +0 5
XLF funds › SELECT SECTOR SPDR TR ADD 0.0% +0.0% 0.3 5,050 +147 3
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.0% +0.0% 0.3 451 +451 1
EXPE funds › EXPEDIA GROUP INC NEW 0.0% +0.0% 0.3 1,018 +1,018 1
PEP funds › PEPSICO INC ADD 0.0% -0.0% 0.3 1,918 +13 5
SHE funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 0.3 1,660 +0 3
VT funds › VANGUARD INTL EQUITY INDEX F NEW 0.0% +0.0% 0.2 1,593 +1,593 1
VYMI funds › VANGUARD WHITEHALL FDS ADD 0.0% -0.0% 0.2 2,505 +12 4
KBWB funds › INVESCO EXCH TRADED FD TR II ADD 0.0% +0.0% 0.2 2,621 +2 3
SPGI funds › S&P GLOBAL INC TRIM 0.0% -0.0% 0.2 595 -5 5
IYW funds › ISHARES TR NEW 0.0% +0.0% 0.2 947 +947 1
SPYV funds › SPDR SERIES TRUST ADD 0.0% -0.0% 0.2 3,876 +96 4
CVX funds › CHEVRON CORPORATION TRIM 0.0% -0.0% 0.2 1,419 -156 5
XLE funds › SELECT SECTOR SPDR TR HOLD 0.0% -0.0% 0.2 4,260 +0 2
XLC funds › SELECT SECTOR SPDR TR HOLD 0.0% -0.0% 0.2 2,096 +0 3
PDBC funds › INVESCO ACTVELY MNGD ETC FD HOLD 0.0% -0.0% 0.2 13,485 +0 5
SUSA funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,379 +1,379 1
QCOM funds › QUALCOMM INC NEW 0.0% +0.0% 0.2 1,147 +1,147 1
INTC funds › INTEL CORP NEW 0.0% +0.0% 0.2 1,509 +1,509 1
MDT funds › MEDTRONIC PLC TRIM 0.0% -0.0% 0.2 2,692 -517 5
SCHO funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.2 8,510 +0 5
SBUX funds › STARBUCKS CORP NEW 0.0% +0.0% 0.2 1,977 +1,977 1
ISRG funds › INTUITIVE SURGICAL INC EXIT 0.0% -0.0% 0.0 0 -468 0
CUSIP:37950E366 funds › GLOBAL X FTSE GREECE 20 ETF EXIT 0.0% -0.1% 0.0 0 -9,970 0
BLV funds › VANGUARD BD INDEX FDS EXIT 0.0% -0.0% 0.0 0 -3,822 0
CUSIP:046353108 funds › ASTRAZENECA PLC F SPONSORED ADR EXIT 0.0% -0.4% 0.0 0 -15,213 0
GLW funds › CORNING INC EXIT 0.0% -0.0% 0.0 0 -1,576 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 802 151 0.05 59% 0.054 0.730 in
2026Q1 721 145 0.06 58% 0.051 0.712 in
2025Q4 716 150 0.05 59% 0.055 0.688 in
2025Q3 656 139 0.02 59% 0.058 0.731 in
2025Q2 615 138 0.04 59% 0.057 0.720 entered
2025Q1 560 133 0.00 58% 0.053 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status