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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | ESG AWR MSCI EM | 151 | $701,280 | 21,874 | 0.00 | 0.00 | -3,196 | -12.75 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 152 | $698,321 | 6,451 | 0.00 | 0.00 | -275 | -4.09 | 12-31-2023 |
| EDWARDS LIFESCIENCES CORP | COM | 153 | $620,791 | 8,142 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 154 | $599,056 | 4,088 | 0.00 | 0.00 | 2 | 0.05 | 12-31-2023 |
