Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC | 05-07-2024 | 03-31-2024 | 120 | 492,272,762 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $80,617,111 | 234,354 | 0.02 | 0.02 | -43 | -0.02 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2 | $48,427,116 | 400,257 | 0.01 | 0.01 | 7,899 | 2.01 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 3 | $30,214,994 | 501,329 | 0.01 | 0.01 | 22,026 | 4.60 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 4 | $22,679,260 | 293,393 | 0.00 | 0.00 | 1,698 | 0.58 | 03-31-2024 |
