Legal Name: WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
報告期間:
Jun 30, 2019
有効日:
Jul 31, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
132,676 |
$21,678k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
171,676 |
$15,001k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
274,315 |
$14,470k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
171,949 |
$13,873k |
|
|
ISHARES (464287168)
|
84,467 |
$8,409k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
92,539 |
$8,315k |
|
|
VANGUARD SCOTTSDALE FDS (92206C813)
|
82,085 |
$7,952k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
83,717 |
$6,742k |
|
|
ISHARES TR (464288679)
|
52,020 |
$5,756k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
35,880 |
$5,645k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
126,680 |
$5,388k |
|
|
ISHARES TR (464287549)
|
24,464 |
$5,276k |
|
|
VANGUARD GROUP (921908844)
|
42,806 |
$4,929k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
349,555 |
$4,719k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
20,550 |
$4,334k |
|
|
Apple Inc (037833100)
|
20,182 |
$3,994k |
|
|
VANGUARD MALVERN FDS (922020805)
|
77,770 |
$3,836k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
31,633 |
$3,509k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
38,858 |
$3,361k |
|
|
POWERSHARES QQQ TRUST (73935A104)
|
16,722 |
$3,123k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
27,202 |
$3,029k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
20,383 |
$2,661k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
30,076 |
$2,629k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
46,473 |
$2,617k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
9,655 |
$2,599k |
|
|
ISHARES TR (46432F396)
|
20,680 |
$2,453k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
28,570 |
$2,373k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
20,675 |
$2,338k |
|
|
ISHARES TR (464287671)
|
36,420 |
$2,283k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
14,639 |
$2,186k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
12,331 |
$2,145k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
36,340 |
$2,131k |
|
|
VANGUARD BD INDEX FD INC (921937793)
|
21,158 |
$2,054k |
|
|
ISHARES (464287887)
|
10,808 |
$1,972k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
11,700 |
$1,833k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
38,715 |
$1,615k |
|
|
RYDEX ETF TRUST (78355W106)
|
14,916 |
$1,608k |
|
|
ISHARES INC (46434G863)
|
46,905 |
$1,595k |
|
|
ISHARES (464287556)
|
13,858 |
$1,512k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
5,076 |
$1,487k |
|
|
ISHARES TR (464287325)
|
23,132 |
$1,427k |
|
|
ISHARES (464287242)
|
11,436 |
$1,422k |
|
|
JOHNSON & JOHNSON (478160104)
|
9,298 |
$1,295k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
10,811 |
$1,225k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
10,390 |
$1,170k |
|
|
ARISTA NETWORKS INC (040413106)
|
4,300 |
$1,116k |
|
|
Amazon.com Inc (023135106)
|
581 |
$1,100k |
|
|
ISHARES TR (46432F339)
|
11,414 |
$1,044k |
|
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
18,781 |
$1,031k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
6,784 |
$1,018k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
9,500 |
$1,012k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
16,327 |
$936k |
|
|
ISHARES INC (464286533)
|
15,695 |
$924k |
|
|
WALMART INC COM (931142103)
|
7,645 |
$845k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
7,052 |
$822k |
|
|
CISCO SYSTEMS INC (17275R102)
|
14,932 |
$817k |
|
|
PFIZER INC (717081103)
|
17,995 |
$780k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
3,646 |
$777k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
4,568 |
$764k |
|
|
GOLDMAN SACHS ETF TR (381430503)
|
12,574 |
$739k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
5,495 |
$732k |
|
|
ANNALY CAP MGMT INC (035710409)
|
80,093 |
$731k |
|
|
PIMCO ETF TR (72201R833)
|
7,150 |
$728k |
|
|
PHILIP MORRIS INTL (718172109)
|
8,800 |
$691k |
|
|
SPDR S&P GLOBAL NATURAL RESOURCES ETF (78463X541)
|
14,825 |
$680k |
|
|
VANECK VECTORS ETF TR GOLD MINERS ETF (92189F106)
|
26,491 |
$677k |
|
|
MICROSOFT CORP (594918104)
|
5,030 |
$674k |
|
|
PowerShares DB Optm Yd Dvrs Cdty Srt ETF (PDBC) No K-1 (73937V106)
|
40,835 |
$668k |
|
|
ISHARES (464287234)
|
14,826 |
$636k |
|
|
NESTLE S A SHS NOM (H57312649)
|
6,065 |
$628k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
12,220 |
$623k |
|
|
iShares Treasury Floating Rate Bond (46434V860)
|
12,190 |
$613k |
|
|
VANGUARD INTL EQUITY INDEX F (922042866)
|
8,691 |
$574k |
|
|
Bayer Ag Sponsored ADR (072730302)
|
32,200 |
$562k |
|
|
ISHARES TR (46434V878)
|
10,878 |
$548k |
|
|
ISHARES U S ETF TR (46431W507)
|
10,740 |
$541k |
|
|
PROCTER & GAMBLE CO (742718109)
|
4,725 |
$518k |
|
|
ALPHABET INC (02079K305)
|
466 |
$505k |
|
|
Caterpillar Inc (149123101)
|
3,700 |
$504k |
|
|
ISHARES (464288885)
|
6,142 |
$496k |
|
|
VANGUARD WORLD FD (921910816)
|
3,795 |
$491k |
|
|
ISHARES TR (464288687)
|
11,513 |
$424k |
|
|
Ishares MSCI Global Gold Miners EFT (46434G855)
|
20,130 |
$411k |
|
|
ORACLE CORP (68389X105)
|
7,050 |
$402k |
|
|
FLEXSHARES TR (33939L407)
|
11,715 |
$387k |
|
|
SCHWAB STRATEGIC TR (808524888)
|
11,673 |
$381k |
|
|
ETFS GOLD TR (26922Y105)
|
2,750 |
$374k |
|
|
SOUTHERN CO (842587107)
|
6,705 |
$371k |
|
|
Vanguard Materials ETF (92204A801)
|
2,802 |
$359k |
|
|
INTEL CORP (458140100)
|
7,403 |
$354k |
|
|
Exxon Mobil Corp (30231G102)
|
4,583 |
$351k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
3,895 |
$340k |
|
|
SPDR SERIES TRUST (78464A417)
|
3,123 |
$340k |
|
|
WISDOMTREE TR (97717W851)
|
6,800 |
$331k |
|
|
VANGUARD WHITEHALL FDS INC (921946885)
|
4,070 |
$327k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
6,284 |
$323k |
|
|
ISHARES TR (464287861)
|
7,180 |
$316k |
|
|
WPP PLC - ADR (92937A102)
|
4,950 |
$311k |
|
|
PEPSICO INC (713448108)
|
2,335 |
$306k |
|
|
VANGUARD WORLD FD (921910733)
|
5,990 |
$306k |
|
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
2,785 |
$305k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
1,641 |
$303k |
|
|
SCHWAB STRATEGIC T (808524862)
|
5,865 |
$297k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
5,100 |
$291k |
|
|
BRITISH AMER TOB PLC (110448107)
|
8,000 |
$279k |
|
|
HONEYWELL INTL INC (438516106)
|
1,588 |
$277k |
|
|
VANGUARD WORLD FDS FINANCIALS (92204A405)
|
4,020 |
$277k |
|
|
NESTLE S A (641069406)
|
2,650 |
$274k |
|
|
Lockheed Martin Corp (539830109)
|
746 |
$271k |
|
|
ISHARES (464286806)
|
9,625 |
$270k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,705 |
$263k |
|
|
SPDR SERIES TRUST (78464A284)
|
4,500 |
$263k |
|
|
AMGEN INC (031162100)
|
1,400 |
$258k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,029 |
$251k |
|
|
ISHARES TR (46435G516)
|
3,890 |
$250k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,449 |
$246k |
|
|
Royal Dutch Shell PLC (780259206)
|
3,750 |
$244k |
|
|
VanEck Vectors AMT-Free Shrt M (92189F528)
|
13,500 |
$239k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
4,400 |
$234k |
|
|
VANGUARD INTL EQUITY INDEX FD (922042676)
|
3,793 |
$224k |
|
|
3M CO (88579Y101)
|
1,275 |
$221k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
1,545 |
$220k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
6,644 |
$213k |
|
|
FIAT CHRYSLER AUTOMOBILES N (N31738102)
|
11,000 |
$152k |
|
|
Ishares TR Gl Clean Energy ETF (464288224)
|
12,530 |
$133k |
|
|
Dividend Sustainability series 2018 3Q (00774X275)
|
12,186 |
$125k |
|
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