Long-term investor
White Lighthouse Investment Management Inc. @whitelighthouseinvestmen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001727593).
Record
- Tracked since 2025-06-30 (434 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months +6.7% · 1 year +13.6% · all +13.6%
- Max drawdown -1.9% · Sharpe 0.94 · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUG · 16.6% · long · since 2025-06-30
- SHV · 8.3% · long · since 2025-06-30
- VXUS · 6.8% · long · since 2025-06-30
- VYM · 6.7% · long · since 2025-06-30
- VCSH · 3.8% · long · since 2025-06-30
- VGT · 3.8% · long · since 2025-06-30
- BND · 3.6% · long · since 2025-06-30
- VTV · 3.5% · long · since 2025-06-30
- SCHD · 3.3% · long · since 2025-06-30
- IGM · 2.6% · long · since 2025-06-30
- IXUS · 2.2% · long · since 2025-06-30
- IAU · 1.8% · long · since 2025-06-30