Portfolio (Quarterly)
Guide ↗
White Lighthouse Investment Management Inc.
· CIK 0001727593| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PYLD | PIMCO ETF TR | — | 14,310 | $382K | 0.05% | SOLD |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1,191 | $362K | 0.05% | SOLD |
| 3 | SUSA | ISHARES TR | — | 2,304 | $321K | 0.04% | SOLD |
| 4 | V | VISA INC | Financial Services | 656 | $230K | 0.03% | SOLD |
| 5 | ORCL | ORACLE CORP | Technology | 1,150 | $224K | 0.03% | SOLD |
| 6 | GSLC | GOLDMAN SACHS ETF TR | — | 1,592 | $211K | 0.03% | SOLD |
| 7 | RING | ISHARES INC | — | 2,813 | $207K | 0.03% | SOLD |
| 8 | BN | BROOKFIELD CORP | Financial Services | 4,489 | $206K | 0.03% | SOLD |
| 9 | QCOM | QUALCOMM INC | Technology | 1,170 | $200K | 0.03% | SOLD |
Sector Allocation
Financial Services
44.8%
Technology
17.5%
Communication Services
9.1%
Consumer Defensive
8.8%
Healthcare
8.4%
Consumer Cyclical
4.9%
Industrials
3.8%
Energy
1.3%
Utilities
1.3%