Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC | 01-23-2024 | 12-31-2023 | 121 | 456,917,209 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $72,869,406 | 234,397 | 0.02 | 0.02 | 1,409 | 0.60 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2 | $43,798,975 | 392,358 | 0.01 | 0.01 | 19,366 | 5.19 | 12-31-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 3 | $27,780,422 | 479,303 | 0.01 | 0.01 | 17,399 | 3.77 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 4 | $22,568,478 | 291,695 | 0.00 | 0.01 | -20,465 | -6.56 | 12-31-2023 |
