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Jonathan Lachowitz

White Lighthouse Investment Management Inc.

Assets Managed
$720.797M
Holdings
145
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
0.62%(2Q avg: 4.92%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in White Lighthouse Investment Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of White Lighthouse Investment Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 720.797M in assets, with a quarterly growth rate of 0.62% and a 2-quarter average growth rate of 4.92%. The portfolio is managed by Jonathan Lachowitz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 3.26%
15.03%
$108.333M
248,021 shares@ $436.8 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Increased 9.97%
7.96%
$57.348M
519,501 shares@ $110.39 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -18.82%
7.87%
$56.723M
383,007 shares@ $148.11 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 8.46%
6.89%
$49.633M
643,659 shares@ $77.11 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 4.85%
4.22%
$30.413M
383,662 shares@ $79.27 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 3.26%
3.92%
$28.233M
383,389 shares@ $73.64 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.1%
3.58%
$25.741M
131,200 shares@ $196.2 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -0.91%
3.14%
$22.597M
32,386 shares@ $697.74 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 264.87%
2.92%
$21.008M
684,743 shares@ $30.68 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -6.34%
2.37%
$17.065M
193,568 shares@ $88.17 avg price

1-10 of 145