Fund Holdings — RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$335.65M
Total Bought
$25.31M
Total Sold
$11.67M
Net Transaction
+$13.64M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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Avantis US Equity433,053435,464+2,41148,14755,77416.62%+7,627
Avantis US Small Cap Value329,700338,462+8,76236,42242,22712.58%+5,805
Dimensional U S Core
US COR EQU 2 ETF
1,055,2041,049,483-5,72141,00546,55513.87%+5,550
Apple Inc(AAPL)80,52580,014-51120,43623,1536.90%+2,716
Avantis Emerging Markets100,488100,385-1038,0979,6862.89%+1,589
Avantis International298,067298,615+54825,28826,6367.94%+1,348
Avantis Emerging Small/Value220,843221,780+93713,24614,5494.33%+1,303
Google Inc Class C(GOOG)03,192+3,19201,1280.34%+1,128
Avantis Internatnl Sml175,760178,372+2,61217,55118,3815.48%+830
Dimensional Intern Core
INTL CORE EQT MK
70,34086,092+15,7522,7403,5511.06%+811
Dimensional Gbl Cre Pls Fxd Et
GLOB CO PLUS ETF
126,786139,541+12,7556,8457,5992.26%+754
Advanced Micro Devic(AMD)2,4992,058-4415081,1960.36%+687
Dimensional U S Targeted
US TARGETED VLU
84,13983,077-1,0625,2545,8071.73%+553
Taiwan Semiconductor Mfg(TSM)3,8913,89101,3151,8580.55%+543
Dimensional US Core
US CORE EQT MKT
78,08478,08403,5234,0361.20%+513
Vicor Corp(VICR)2,0022,003+13227610.23%+438
Dimensional Emerg Core
EMGR CRE EQT MNG
9,37318,616+9,2433177490.22%+431
SPDR S&P 500 ETF Tr(SPY)4,4174,41702,8733,2980.98%+426
Dimensional Global Real
GLOBAL REAL EST
42,59653,385+10,7891,1321,5470.46%+414
Vanguard Information
INF TECH ETF
1,55312,424+10,8711,0841,4850.44%+401
Google Inc Class A(GOOG)4,7904,861+711,3771,7370.52%+360
Unitedhealth Group Inc(UNH)0773+77303210.10%+321
Vert Global Sustnble Rl Este E
VERT GLB SUST RE
230,087231,474+1,3872,3772,6350.79%+259
iShares Asia 50 ETF7,1887,18807631,0180.30%+255
Morgan Stanley(MS)5,2835,307+248691,1090.33%+240
Amazon Com Inc(AMZN)6,3956,575+1801,3321,5670.47%+235
Vaneck Vectors
SEMICONDUCTR ETF
83883803215500.16%+228
Ishares Total US Stock01,389+1,38902280.07%+228
Dimensional Emerg Mark
EMERGING MKTS CO
35,78835,78801,2361,4540.43%+218
Avantis Responsibl US02,425+2,42502150.06%+215
iShares Core MSCI Total Intl S
CORE MSCI TOTAL
23,79123,790-12,0612,2710.68%+209
Dimensional World Equity ETF
WORLD EQUITY ETF
02,496+2,49602070.06%+207
Vanguard Emerging Markets ETF36,19536,19501,9562,1600.64%+204
Vanguard Total Stock Mkt7,1046,673-4312,2792,4690.74%+190
Avantis Real Estate Etf55,49855,49802,4432,6290.78%+186
Dimensional Wld Ex US Cr
WORLD EX US CORE
60,31860,31802,0492,2220.66%+173
Texas Instruments(TXN)1,4611,479+182844410.13%+157
Goldman Sachs Group Inc(GS)873879+67398890.26%+150
Dimensional U S Small
US SMALL CAP ETF
12,52112,52108911,0310.31%+140
Vanguard Europe Pacific ETF18,54918,54901,1891,3220.39%+133
Visa Inc Cl A(V)2,9062,928+228781,0050.30%+126
Vanguard Shrt Inf Prot43,11545,315+2,2002,1542,2760.68%+123
Nvidia Corp(NVDA)1,5001,889+3892623780.11%+116
Dimensional US Real Estate ETF
US REAL ESTA ETF
46,18046,18001,0921,2080.36%+116
Microsoft Corp(MSFT)15,24715,420+1735,6445,7521.71%+108
Dimensional Califrna Mncl Bd E
CALIF MUN BD ETF
9,06811,083+2,0154525560.17%+104
JPMorgan Chase & Co(JPM)2,6572,703+467828850.26%+103
Avantis Emerging Mkt Ex China
AVAN EMER EX ETF
4,9744,97403364260.13%+90
Berkshire Hathaway B New3,3633,382+191,6121,6920.50%+81
Dimensional Intl Value
INTERNATNAL VAL
70,01569,853-1623,6953,7731.12%+78
Starbucks Corp(SBUX)5,7655,782+175165910.18%+74
Dimensional Intern Core
INTL CORE EQUITY
23,20224,106+9048248980.27%+74
Qualcomm Inc(QCOM)4,4793,445-1,0345776370.19%+60
Avantis All Equity3,9534,075+1223484040.12%+56
Bank Of America Corp5,4965,606+1102683190.10%+51
Standard & Poors Midcap(MDY)55055003393870.12%+48
Avantis Responsbl Intrl4,4094,650+2413253710.11%+47
Ishares Core S&P Mid-Cap4,1904,19002833230.10%+40
Dimensional Nationl
NATL MUN BD ETF
6,1416,912+7712943340.10%+40
iShares Russell 10001,3081,30802793170.09%+38
SPDR Blmbrg Barcly Intl
SST SPDR BLOOMBE
8,9119,780+8692773050.09%+28
Vanguard Value ETF1,2841,28402522800.08%+28
Capital One Fc(COF)1,2321,243+112252490.07%+25
iShares MSCI Emerging Small6,1875,934-2534284500.13%+22
Vanguard Reit2,8622,86202542760.08%+22
Johnson & Johnson(JNJ)2,0702,073+35065260.16%+20
Vanguard Em Govt Bond12,29212,29208078270.25%+19
Mastercard Inc(MA)682699+173413590.11%+18
iShares Tr MSCI Eafe Index Fd2,4002,40002332490.07%+16
DFA Ultrashort Fixed Inc
ULTR FIX INC ETF
30,25130,488+2371,5341,5480.46%+14
Dimensional Intern Small
INTL SMALL CAP V
19,74919,74907797930.24%+14
Thermo Fisher Scntfc(TMO)693696+33413490.10%+8
Vanguard Core-Plus Bond ETF7,5167,51605835830.17%-0
iShares International5,9375,93702442440.07%-0
Dimensional Core Fixed
CORE FIXE IN ETF
55,00055,00002,3222,3220.69%-1
Dimensional Shrt Drt Fxd Incm
SHOR DUR FIX ETF
11,33511,33505435410.16%-1
Avantis Core Fixed70,72170,72102,9382,9290.87%-9
Nextera Energy Inc(NEE)2,4662,490+242292190.07%-10
SPDR Blmbrg Emerg Bond
SST SPDR BLOOMBE
28,53327,598-9355895770.17%-12
Service Now Inc(NOW)3,6873,692+53853670.11%-19
Wal-Mart Stores Inc(WMT)2,4682,537+693072870.09%-19
Globus Medical Inc(GMED)5,3235,326+34594210.13%-38
Costco Wholesale Co(COST)967973+69649100.27%-53
Netflix Inc(NFLX)5,6155,662+475404040.12%-136
Chevron Corporation(CVX)3,8683,894+268006450.19%-155
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RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC — 13F Holdings — Q2 2026 | TickerTrail