Portfolio (Quarterly)
Guide ↗
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
· CIK 0001962166| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | VT | VANGUARD INTL EQUITY INDEX F | — | 437 | $62K | 0.02% | SOLD |
| 22 | DFSE | DIMENSIONAL ETF TRUST | — | 1,345 | $56K | 0.02% | SOLD |
| 23 | AVSF | AMERICAN CENTY ETF TR | — | 1,000 | $47K | 0.02% | SOLD |
| 24 | VV | VANGUARD INDEX FDS | — | 142 | $45K | 0.02% | SOLD |
| 25 | VXF | VANGUARD INDEX FDS | — | 200 | $42K | 0.01% | SOLD |
| 26 | IHI | ISHARES TR | — | 666 | $41K | 0.01% | SOLD |
| 27 | EMB | ISHARES TR | — | 428 | $41K | 0.01% | SOLD |
| 28 | TIP | ISHARES TR | — | 352 | $39K | 0.01% | SOLD |
| 29 | IBB | ISHARES TR | — | 222 | $37K | 0.01% | SOLD |
| 30 | CWB | SPDR SER TR | — | 351 | $31K | 0.01% | SOLD |
| 31 | IYF | ISHARES TR | — | 184 | $24K | 0.01% | SOLD |
| 32 | VBR | VANGUARD INDEX FDS | — | 110 | $23K | 0.01% | SOLD |
| 33 | GSG | ISHARES S&P GSCI COMMODITY- | Financial Services | 650 | $15K | 0.01% | SOLD |
| 34 | VPL | VANGUARD INTL EQUITY INDEX F | — | 149 | $13K | 0.01% | SOLD |
| 35 | SUSA | ISHARES TR | — | 52 | $7K | 0.00% | SOLD |
| 36 | IEV | ISHARES TR | — | 106 | $7K | 0.00% | SOLD |
| 37 | AVIV | AMERICAN CENTY ETF TR | — | 30 | $2K | 0.00% | SOLD |
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%