• 13F History

White Lighthouse Investment Management Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$569M
Signature - Title
Jonathan Lachowitz - Owner
Location
Bedford, MA
Summary
This page shows a list of all the recent 13F filings made by White Lighthouse Investment Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. White Lighthouse Investment Management Inc. reported 133 stock holdings with total value $569M as of Q4 2024. Top holdings included VUG, VYM, VXUS, SHV, and VCSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 133 $569M +$23.3M -$5.61M +$17.6M VUG, VYM, VXUS, SHV, VCSH 13F-HR 2/4/2025, 11:57 AM
Q3 2024 131 $557M +$17.5M -$5.81M +$11.7M VUG, VYM, VXUS, VCSH, SHV 13F-HR 10/30/2024, 02:41 PM
Q2 2024 121 $518M +$21.4M -$7.33M +$14M VUG, VYM, VXUS, VCSH, VGT 13F-HR 7/15/2024, 02:51 PM
Q1 2024 120 $492M +$30.7M -$14.2M +$16.5M VUG, VYM, VXUS, VCSH, VGT 13F-HR 5/7/2024, 03:58 PM
Q4 2023 121 $457M +$16.5M -$10.6M +$5.9M VUG, VYM, VXUS, VCSH, VGT 13F-HR 1/23/2024, 01:30 PM
Q3 2023 118 $412M +$15.1M -$6.69M +$8.46M VUG, VYM, VXUS, VCSH, VGT 13F-HR 10/18/2023, 05:07 PM
Q2 2023 114 $410M +$13.2M -$9.53M +$3.69M VUG, VYM, VXUS, VCSH, VGT 13F-HR 8/7/2023, 03:26 PM
Q1 2023 112 $388M +$12M -$5.18M +$6.78M VUG, VYM, VCSH, VXUS, VGT 13F-HR 4/20/2023, 11:35 AM
Q4 2022 113 $359M +$13.5M -$9.24M +$4.29M VUG, VYM, VXUS, VCSH, VGT 13F-HR 1/24/2023, 02:31 PM
Q3 2022 105 $343M +$20.8M -$4.87M +$15.9M VUG, VYM, VCSH, VXUS, VGT 13F-HR 10/18/2022, 04:28 PM
Q2 2022 108 $349M +$22.7M -$9.93M +$12.8M VUG, VYM, VCSH, VXUS, VGT 13F-HR 7/20/2022, 03:39 PM
Q1 2022 115 $393M +$26.4M -$9.05M +$17.4M VUG, VYM, VXUS, VCSH, VGT 13F-HR 4/20/2022, 10:52 AM
Q4 2021 114 $401M +$15.7M -$2.69M +$13M VUG, VYM, VXUS, VCSH, VGT 13F-HR 1/12/2022, 03:43 PM
Q3 2021 115 $373M +$16.1M -$6.29M +$9.82M VUG, VYM, VXUS, VCSH, VGT 13F-HR 10/20/2021, 02:29 PM
Q2 2021 120 $365M +$21.3M -$8.51M +$12.8M VUG, VYM, VXUS, VGT, VTV 13F-HR 7/26/2021, 02:03 PM
Q1 2021 115 $327M +$14.6M -$9.28M +$5.34M VUG, VYM, VXUS, VGT, VTV 13F-HR 5/7/2021, 04:26 PM
Q4 2020 113 $313M +$11.3M -$9.59M +$1.68M VUG, VYM, VXUS, VGT, VTV 13F-HR 2/3/2021, 04:17 PM
Q3 2020 112 $289M +$16.2M -$11.8M +$4.4M VUG, VYM, VXUS, VGT, VCSH 13F-HR 10/15/2020, 12:19 PM
Q2 2020 110 $272M +$18.7M -$20.1M -$1.35M VUG, VYM, VGT, VXUS, VCSH 13F-HR 7/23/2020, 12:03 PM
Q1 2020 108 $239M +$22.6M -$10.2M +$12.4M VUG, VYM, VXUS, VCSH, VCIT 13F-HR 4/7/2020, 05:26 PM
Q4 2019 131 $272M +$17.1M -$5.52M +$11.6M VUG, VYM, VXUS, VCSH, VCIT 13F-HR 1/24/2020, 04:09 PM
Q3 2019 130 $248M +$10.4M -$3.23M +$7.22M VUG, VYM, VXUS, VCSH, DVY 13F-HR 11/12/2019, 05:41 PM
Q2 2019 125 $239M +$21.2M -$3.78M +$17.4M VUG, VYM, VXUS, VCSH, DVY 13F-HR 7/31/2019, 03:08 PM
Q1 2019 123 $218M +$26.3M -$6.91M +$19.4M VUG, VCSH, VYM, VXUS, DVY 13F-HR 5/7/2019, 06:44 PM
Q4 2018 109 $182M +$14.5M -$6.27M +$8.27M VCSH, VYM, VUG, VXUS, DVY 13F-HR 1/23/2019, 03:30 PM
Q3 2018 116 $196M +$11.6M -$3.6M +$8.03M VCSH, VUG, VYM, VXUS, DVY 13F-HR 10/24/2018, 12:51 PM
Q2 2018 118 $182M +$13.1M -$4.76M +$8.32M VCSH, VXUS, VUG, VYM, DVY 13F-HR 8/9/2018, 02:13 PM
Q1 2018 117 $174M +$8.56M -$4.84M +$3.71M VCSH, VXUS, VUG, VYM, DVY 13F-HR 4/12/2018, 10:01 AM
Q4 2017 119 $174M VCSH, VXUS, VUG, DVY, VYM 13F-HR 1/10/2018, 09:23 AM