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 WORLD FD | ESG INTL STK ETF | 51 | $4,149,313 | 75,060 | 0.00 | 0.00 | 6,401 | 9.32 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 52 | $3,913,301 | 67,089 | 0.00 | 0.00 | -3,411 | -4.84 | 12-31-2023 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 53 | $3,462,387 | 39,185 | 0.00 | 0.00 | 5,244 | 15.45 | 12-31-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 54 | $3,268,072 | 14,048 | 0.00 | 0.00 | 1,371 | 10.81 | 12-31-2023 |
