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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 $109,103,473
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 518,389 $14,494,159 13.28%
2.
Invesco Qqq Tr
 27,095 $12,705,162 11.65%
3.
Ishares Tr - HDG MSCI EAFE
 341,560 $12,395,222 11.36%
4.
Pacer Fds Tr
 195,391 $10,699,617 9.81%
5.
Schwab Strategic Trust
 FNDF 343,601 $9,249,737 8.48%
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)