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Home > Institutional Investor > Lighthouse Wealth Management Inc. > Profile

Instuitional Investor - Lighthouse Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Lighthouse Wealth Management Inc.
Portfolio Value $109,197,590
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 516,402 $14,108,104 12.91%
2.
Invesco Qqq Tr
 26,848 $13,725,718 12.56%
3.
Ishares Tr - HDG MSCI EAFE
 335,224 $11,649,029 10.66%
4.
Pacer Fds Tr
 192,491 $10,871,905 9.95%
5.
Schwab Strategic Trust
 FNDF 337,288 $9,548,635 8.74%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)