RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

Est. AUM

$296.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Avantis US Equity	US EQT ETF	$48.1M	433053	16.26%	SOLE
2	Dimensional U S Core	US CORE EQUITY 2	$41.0M	1055204	13.85%	SOLE
3	Avantis US Small Cap	US SML CP VALU	$36.4M	329700	12.30%	SOLE
4	Avantis International	INTL EQT ETF	$25.3M	298067	8.54%	SOLE
5	Apple Inc	COM	$20.4M	80525	6.90%	SOLE
6	Avantis Internatnl Sml	INTL SMCP VLU	$17.6M	175760	5.93%	SOLE
7	Avantis Emerging Small/Value	EMERGING MKT VAL	$13.2M	220843	4.47%	SOLE
8	Avantis Emerging Markets	AVANTIS EMGMKT	$8.1M	100488	2.73%	SOLE
9	Dimensional Gbl Cre Pls Fxd Et	GLOBAL CORE PLUS	$6.8M	126786	2.31%	SOLE
10	Microsoft Corp	COM	$5.6M	15247	1.91%	SOLE
11	Dimensional U S Targeted	US TARGETED VLU	$5.3M	84139	1.77%	SOLE
12	Dimensional Intl Value	INTERNATNAL VAL	$3.7M	70015	1.25%	SOLE
13	Dimensional US Core	US CORE EQT MKT	$3.5M	78084	1.19%	SOLE
14	Avantis Core Fixed	AVANTIS CORE FI	$2.9M	70721	0.99%	SOLE
15	SPDR S&P 500 ETF Tr	TR UNIT	$2.9M	4417	0.97%	SOLE
16	Dimensional Intern Core	INTL CORE EQT MK	$2.7M	70340	0.93%	SOLE
17	Avantis Real Estate Etf	REAL ESTATE ETF	$2.4M	55498	0.83%	SOLE
18	Vert Global Sustnble Rl Este E	VERT GLB SUST RE	$2.4M	230087	0.80%	SOLE
19	Dimensional Core Fixed	CORE FIXED INCOM	$2.3M	55000	0.78%	SOLE
20	Vanguard Total Stock Mkt	TOTAL STK MKT	$2.3M	7104	0.77%	SOLE
21	Vanguard Shrt Inf Prot	STRM INFPROIDX	$2.2M	43115	0.73%	SOLE
22	iShares Core MSCI Total Intl S	CORE MSCI TOTAL	$2.1M	23791	0.70%	SOLE
23	Dimensional Wld Ex US Cr	WORLD EX US CORE	$2.0M	60318	0.69%	SOLE
24	Vanguard Emerging Markets ETF	FTSE EMR MKT ETF	$2.0M	36195	0.66%	SOLE
25	Berkshire Hathaway B New	CL B NEW	$1.6M	3363	0.54%	SOLE
26	DFA Ultrashort Fixed Inc	ULTRASHORT FIXED	$1.5M	30251	0.52%	SOLE
27	Google Inc Class A	CAP STK CL A	$1.4M	4790	0.47%	SOLE
28	Amazon Com Inc	COM	$1.3M	6395	0.45%	SOLE
29	Taiwan Semiconductor Mfg	SPONSORED ADS	$1.3M	3891	0.44%	SOLE
30	Dimensional Emerg Mark	EMERGING MKTS CO	$1.2M	35788	0.42%	SOLE
31	Vanguard Europe Pacific ETF	VAN FTSE DEV MKT	$1.2M	18549	0.40%	SOLE
32	Dimensional Global Real	GLOBAL REAL EST	$1.1M	42596	0.38%	SOLE
33	Dimensional US Real Estate ETF	US REAL ESTATE E	$1.1M	46180	0.37%	SOLE
34	Vanguard Information	INF TECH ETF	$1.1M	1553	0.37%	SOLE
35	Costco Wholesale Co	COM	$964K	967	0.33%	SOLE
36	Dimensional U S Small	US SMALL CAP ETF	$891K	12521	0.30%	SOLE
37	Visa Inc Cl A	COM CL A	$878K	2906	0.30%	SOLE
38	Morgan Stanley	COM NEW	$869K	5283	0.29%	SOLE
39	Dimensional Intern Core	INTL CORE EQUITY	$824K	23202	0.28%	SOLE
40	Vanguard Em Govt Bond	EM MK GOV BD ETF	$807K	12292	0.27%	SOLE
41	Chevron Corporation	COM	$800K	3868	0.27%	SOLE
42	JPMorgan Chase & Co	COM	$782K	2657	0.26%	SOLE
43	Dimensional Intern Small	INTL SMALL CAP V	$779K	19749	0.26%	SOLE
44	iShares Asia 50 ETF	ASIA 50 ETF	$763K	7188	0.26%	SOLE
45	Goldman Sachs Group Inc	COM	$739K	873	0.25%	SOLE
46	SPDR Blmbrg Emerg. Bond	BLOOMBERG EMERGI	$589K	28533	0.20%	SOLE
47	Vanguard Core-Plus Bond ETF	CORE-PLUS BD ETF	$583K	7516	0.20%	SOLE
48	Qualcomm Inc	COM	$577K	4479	0.19%	SOLE
49	Dimensional Shrt Drt Fxd Incm	SHORT DURATION F	$543K	11335	0.18%	SOLE
50	Netflix Inc	COM	$540K	5615	0.18%	SOLE

1–50 of 80

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.