White Lighthouse Investment Management Inc. Last Quarter Change: USA ETF, New

White Lighthouse Investment Management Inc. quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, White Lighthouse Investment Management Inc. opened 15 positions, added to 47, reduced 36, sold out of 13 and left 5 unchanged. The largest increase in value was VUG (+$24,706,487); the largest decrease was BIL (-$7,149,111).

BIL: Country of operation —; Class ST STR BLO 1 ETF; Shares 2026-03-31 0; Shares 2026-06-30 99,007.
XLK: Country of operation —; Class ST STR TECHN ETF; Shares 2026-03-31 0; Shares 2026-06-30 10,494.
DSI: Country of operation —; Class ESG MSCI KLD ETF; Shares 2026-03-31 0; Shares 2026-06-30 13,257.
JNK: Country of operation —; Class ST BLOO HIGH ETF; Shares 2026-03-31 0; Shares 2026-06-30 13,903.

Two Form 13F-HR filings compared (SEC CIK 1727593): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
BIL SPDR SERIES TRUST	ST STR BLO 1 ETF	99,007	+99,007	$0	$9,073,001	+$9,073,001
XLK SELECT SECTOR SPDR TR	ST STR TECHN ETF	10,494	+10,494	$0	$1,999,317	+$1,999,317
DSI ISHARES TR	ESG MSCI KLD ETF	13,257	+13,257	$0	$1,887,664	+$1,887,664
JNK SPDR SERIES TRUST	ST BLOO HIGH ETF	13,903	+13,903	$0	$1,339,843	+$1,339,843
GREK GLOBAL X FDS	MSCI GREECE ETF	9,970	+9,970	$0	$752,735	+$752,735
XLV SELECT SECTOR SPDR TR	ST STR CARE ETF	2,613	+2,613	$0	$414,613	+$414,613
SPYG SPDR SERIES TRUST	ST STR P500GRW	2,610	+2,610	$0	$310,562	+$310,562
XLF SELECT SECTOR SPDR TR	ST STR FINL ETF	5,050	+5,050	$0	$270,742	+$270,742
SHE SPDR SERIES TRUST	ST STR MSCI GEN	1,660	+1,660	$0	$256,350	+$256,350
VT VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	1,593	+1,593	$0	$249,956	+$249,956
IYW ISHARES TR	U.S. TECH ETF	947	+947	$0	$238,862	+$238,862
SPYV SPDR SERIES TRUST	ST STR P500VAL	3,876	+3,876	$0	$235,634	+$235,634
XLE SELECT SECTOR SPDR TR	ST STR ENERG ETF	4,260	+4,260	$0	$226,249	+$226,249
XLC SELECT SECTOR SPDR TR	ST STR SVC ETF	2,096	+2,096	$0	$224,544	+$224,544
SUSA ISHARES TR	ESG OPTIMIZED	1,379	+1,379	$0	$212,821	+$212,821

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