StockDriftsStockDriftsTop 50 White Lighthouse Investment Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 15.03% | 248.0K | $108.3M | +3.25%(+7.81K) | $34.06(+156.67%) | 2026-03-31 | |
| SHV | ISHARES TR | 7.96% | 519.5K | $57.3M | +9.97%(+47.08K) | $110.38(-0.12%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 7.87% | 383.0K | $56.7M | -18.83%(-88.83K) | $92.08(+69.16%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 6.89% | 643.7K | $49.6M | +8.45%(+50.17K) | $58.99(+40.88%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.22% | 383.7K | $30.4M | +4.85%(+17.74K) | $79.27(-0.60%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.92% | 383.4K | $28.2M | +3.26%(+12.10K) | $75.17(-3.24%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.57% | 131.2K | $25.7M | -0.10%(-134) | $112.17(+84.25%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.13% | 32.4K | $22.6M | -0.91%(-298) | $30.53(+271.09%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.91% | 684.7K | $21.0M | +264.87%(+497.07K) | $27.86(+13.83%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 2.37% | 193.6K | $17.1M | -6.34%(-13.10K) | $33.95(+151.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.60% | +42.76% |
| Top 20 Holdings Unweighted | +11.50% | +38.63% |
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