RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC - Portfolio overview

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC has 120 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVUS - Avantis US Equity, 16.03%
2. DFAC - Dimensional U S Core, 13.65%
3. AVUV - Avantis US Small Cap, 12.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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