Lighthouse Wealth Management Inc.
CIK 2042810 · Holdings on Dec 31, 2024 · First reported Jan 22, 2025
Top ten holdings
Q4 2024- SCHD12.92%
- QQQ12.57%
- HEFA10.67%
- COWZ9.96%
- SCHK8.74%
- IUS7.76%
- XMHQ6.97%
- SCHV3.71%
- SCHA3.64%
- GCOW2.96%
Share classes counted separately79.90%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $14.11M | 12.92% | 516.40K shares | Prior unavailable — | — | ↗▾ |
| 02 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $13.73M | 12.57% | 26.85K shares | Prior unavailable — | — | ↗▾ |
| 03 | HEFAISHA CURR HEDGED MSCI EAFEHDG MSCI EAFE View history and evidence | $11.65M | 10.67% | 335.22K shares | Prior unavailable — | — | ↗▾ |
| 04 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $10.87M | 9.96% | 192.49K shares | Prior unavailable — | — | ↗▾ |
| 05 | SCHKSCHWAB 1000 INDEX ETF1000 INDEX ETF View history and evidence | $9.55M | 8.74% | 337.29K shares | Prior unavailable — | — | ↗▾ |
| 06 | IUSINVESCO RAFI STRATEGIC US ETRAFI STRATGIC US View history and evidence | $8.47M | 7.76% | 170.53K shares | Prior unavailable — | — | ↗▾ |
| 07 | XMHQINVESCO S&P MIDCAP QUAL ETFS&P MDCP QUALITY View history and evidence | $7.61M | 6.97% | 77.27K shares | Prior unavailable — | — | ↗▾ |
| 08 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $4.05M | 3.71% | 155.29K shares | Prior unavailable — | — | ↗▾ |
| 09 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $3.98M | 3.64% | 153.79K shares | Prior unavailable — | — | ↗▾ |
| 10 | GCOWPACER GLOBAL CASH COWS DIVIDGLOBL CASH ETF View history and evidence | $3.23M | 2.96% | 95.74K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2042810 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jan 22, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 109197590
}Research all 36 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.