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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US TIPS ETF | 101 | $1,539,157 | 29,486 | 0.00 | 0.00 | -2,433 | -7.62 | 12-31-2023 |
| ISHARES TR | CORE S&P US GWT | 102 | $1,482,800 | 14,244 | 0.00 | 0.00 | -817 | -5.42 | 12-31-2023 |
| SPDR GOLD TR | GOLD SHS | 103 | $1,395,923 | 7,302 | 0.00 | 0.00 | -38 | -0.52 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 104 | $1,393,363 | 29,089 | 0.00 | 0.00 | -3,363 | -10.36 | 12-31-2023 |
