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 TR | MSCI USA ESG SLC | 201 | $335,703 | 3,340 | 0.00 | 0.00 | -55 | -1.62 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 202 | $326,614 | 3,937 | 0.00 | 0.00 | -1,400 | -26.23 | 12-31-2023 |
| ISHARES TR | ISHARES SEMICDTR | 203 | $323,768 | 562 | 0.00 | 0.00 | 16 | 2.93 | 12-31-2023 |
| CISCO SYS INC | COM | 204 | $323,328 | 6,400 | 0.00 | 0.00 | 400 | 6.67 | 12-31-2023 |
