Portfolio (Quarterly) Guide ↗

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

· CIK 0001962166

13F Portfolio $296M AUM 80 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 26 New 16 Added 10 Reduced 37 Exited

Page 1 of 2 · 37 positions

1 2 Next →

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GOOG	ALPHABET INC	Communication Services	1,673	$525K	0.19%	SOLD
2	ITOT	ISHARES TR	—	1,389	$207K	0.07%	SOLD
3	AVSU	AMERICAN CENTY ETF TR	—	2,335	$178K	0.06%	SOLD
4	VO	VANGUARD INDEX FDS	—	613	$178K	0.06%	SOLD
5	DFAW	DIMENSIONAL ETF TRUST	—	2,342	$173K	0.06%	SOLD
6	VTEB	VANGUARD MUN BD FDS	—	3,284	$165K	0.06%	SOLD
7	WIP	SPDR SER TR	—	4,044	$159K	0.06%	SOLD
8	DFEV	DIMENSIONAL ETF TRUST	—	4,398	$148K	0.05%	SOLD
9	DFSI	DIMENSIONAL ETF TRUST	—	3,444	$148K	0.05%	SOLD
10	ESGV	VANGUARD WORLD FD	—	1,173	$142K	0.05%	SOLD
11	IWF	ISHARES TR	—	250	$118K	0.04%	SOLD
12	VSGX	VANGUARD WORLD FD	—	1,590	$114K	0.04%	SOLD
13	BND	VANGUARD BD INDEX FDS	—	1,499	$111K	0.04%	SOLD
14	VB	VANGUARD INDEX FDS	—	370	$95K	0.03%	SOLD
15	AVGV	AMERICAN CENTY ETF TR	—	1,270	$93K	0.03%	SOLD
16	DFSU	DIMENSIONAL ETF TRUST	—	1,948	$85K	0.03%	SOLD
17	VNQI	VANGUARD INTL EQUITY INDEX F	—	1,831	$84K	0.03%	SOLD
18	VUG	VANGUARD INDEX FDS	—	171	$83K	0.03%	SOLD
19	IGSB	ISHARES TR	—	1,505	$80K	0.03%	SOLD
20	AVSE	AMERICAN CENTY ETF TR	—	1,201	$78K	0.03%	SOLD

Page 1 of 2 · 37 positions

1 2 Next →

Sector Allocation

Technology 67.6%

Financial Services 16.6%

Communication Services 4.4%

Consumer Cyclical 4.2%

Consumer Defensive 2.9%

Healthcare 1.9%

Energy 1.8%

Utilities 0.5%