RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

HILLSDALE, NY · CIK 1962166 · 13F filing filed 2026-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHillsdale, NY

$335.6m reported value +13.4% vs Q1 2026

85positions

74.6%in top 10

5 new 42 added 11 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	435,464	$55.8m16.62%	16.62%	Added +2.4k	+2,411 0.6%
2	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,049,483	$46.6m13.87%	13.87%	Reduced -5.7k	-5,721 -0.5%
3	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	338,462	$42.2m12.58%	12.58%	Added +8.8k	+8,762 2.7%
4	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	298,615	$26.6m7.94%	7.94%	Added +548	+548 0.2%
5	APPLE INC COM AAPL	AAPL	80,014	$23.2m6.90%	6.90%	Reduced -511	-511 -0.6%
6	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	178,372	$18.4m5.48%	5.48%	Added +2.6k	+2,612 1.5%
7	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	221,780	$14.5m4.33%	4.33%	Added +937	+937 0.4%
8	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	100,385	$9.7m2.89%	2.89%	Reduced -103	-103 -0.1%
9	DIMENSIONAL ETF TRUST GLOBAL CORE PLUS DFGP	DFGP	139,541	$7.6m2.26%	2.26%	Added +12.8k	+12,755 10.1%
10	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	83,077	$5.8m1.73%	1.73%	Reduced -1.1k	-1,062 -1.3%
11	MICROSOFT CORP COM MSFT	MSFT	15,420	$5.8m1.71%	1.71%	Added +173	+173 1.1%
12	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	78,084	$4.0m1.20%	1.20%	Unchanged
13	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	69,853	$3.8m1.12%	1.12%	Reduced -162	-162 -0.2%
14	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	86,092	$3.6m1.06%	1.06%	Added +15.8k	+15,752 22.4%
15	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,417	$3.3m0.98%	0.98%	Unchanged
16	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	70,721	$2.9m0.87%	0.87%	Unchanged
17	MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE VGSR	VGSR	231,474	$2.6m0.79%	0.79%	Added +1.4k	+1,387 0.6%
18	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	55,498	$2.6m0.78%	0.78%	Unchanged
19	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,673	$2.5m0.74%	0.74%	Reduced -431	-431 -6.1%
20	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	55,000	$2.3m0.69%	0.69%	Unchanged
21	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	45,315	$2.3m0.68%	0.68%	Added +2.2k	+2,200 5.1%
22	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	23,790	$2.3m0.68%	0.68%	Reduced -1	-1 0.0%
23	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	60,318	$2.2m0.66%	0.66%	Unchanged
24	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	36,195	$2.2m0.64%	0.64%	Unchanged
25	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,891	$1.9m0.55%	0.55%	Unchanged
26	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,861	$1.7m0.52%	0.52%	Added +71	+71 1.5%
27	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,382	$1.7m0.50%	0.50%	Added +19	+19 0.6%
28	AMAZON COM INC COM AMZN	AMZN	6,575	$1.6m0.47%	0.47%	Added +180	+180 2.8%
29	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	30,488	$1.5m0.46%	0.46%	Added +237	+237 0.8%
30	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	53,385	$1.5m0.46%	0.46%	Added +10.8k	+10,789 25.3%
31	VANGUARD WORLD FD INF TECH ETF VGT	VGT	12,424	$1.5m0.44%	0.44%	Unchanged
32	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	35,788	$1.5m0.43%	0.43%	Unchanged
33	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	18,549	$1.3m0.39%	0.39%	Unchanged
34	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		46,180	$1.2m0.36%	0.36%	Unchanged
35	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,058	$1.2m0.36%	0.36%	Reduced -441	-441 -17.6%
36	ALPHABET INC CAP STK CL C GOOG	GOOG	3,192	$1.1m0.34%	0.34%	New
37	MORGAN STANLEY COM NEW MS	MS	5,307	$1.1m0.33%	0.33%	Added +24	+24 0.5%
38	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	12,521	$1.0m0.31%	0.31%	Unchanged
39	ISHARES TR ASIA 50 ETF AIA	AIA	7,188	$1.0m0.30%	0.30%	Unchanged
40	VISA INC COM CL A V	V	2,928	$1.0m0.30%	0.30%	Added +22	+22 0.8%
41	COSTCO WHSL CORP NEW COM COST	COST	973	$910.2k0.27%	0.27%	Added +6	+6 0.6%
42	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	24,106	$898.2k0.27%	0.27%	Added +904	+904 3.9%
43	GOLDMAN SACHS GROUP INC COM GS	GS	879	$889.0k0.26%	0.26%	Added +6	+6 0.7%
44	JPMORGAN CHASE & CO COM JPM	JPM	2,703	$884.8k0.26%	0.26%	Added +46	+46 1.7%
45	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	12,292	$826.5k0.25%	0.25%	Unchanged
46	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	19,749	$792.5k0.24%	0.24%	Unchanged
47	VICOR CORP COM VICR	VICR	2,003	$760.7k0.23%	0.23%	Added +1	+1 0.1%
48	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	18,616	$748.5k0.22%	0.22%	Added +9.2k	+9,243 98.6%
49	CHEVRON CORP NEW COM CVX	CVX	3,894	$645.5k0.19%	0.19%	Added +26	+26 0.7%
50	QUALCOMM INC COM QCOM	QCOM	3,445	$636.6k0.19%	0.19%	Reduced -1.0k	-1,034 -23.1%
51	STARBUCKS CORP COM SBUX	SBUX	5,782	$590.9k0.18%	0.18%	Added +17	+17 0.3%
52	VANGUARD MALVERN FDS CORE-PLUS BD ETF VPLS	VPLS	7,516	$583.1k0.17%	0.17%	Unchanged
53	SPDR SER TR BLOOMBERG EMERGI EBND	EBND	27,598	$577.4k0.17%	0.17%	Reduced -935	-935 -3.3%
54	DIMENSIONAL ETF TRUST CALIF MUN BD ETF DFCA	DFCA	11,083	$556.1k0.17%	0.17%	Added +2.0k	+2,015 22.2%
55	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	838	$549.6k0.16%	0.16%	Unchanged
56	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	11,335	$541.2k0.16%	0.16%	Unchanged
57	JOHNSON & JOHNSON COM JNJ	JNJ	2,073	$526.5k0.16%	0.16%	Added +3	+3 0.1%
58	ISHARES INC EM MKT SM-CP ETF EEMS	EEMS	5,934	$450.3k0.13%	0.13%	Reduced -253	-253 -4.1%
59	TEXAS INSTRS INC COM TXN	TXN	1,479	$440.8k0.13%	0.13%	Added +18	+18 1.2%
60	AMERICAN CENTY ETF TR AVANTIS EMERGING AVXC	AVXC	4,974	$426.0k0.13%	0.13%	Unchanged
61	GLOBUS MED INC CL A GMED	GMED	5,326	$420.8k0.13%	0.13%	Added +3	+3 0.1%
62	NETFLIX INC COM NFLX	NFLX	5,662	$404.3k0.12%	0.12%	Added +47	+47 0.8%
63	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	4,075	$403.9k0.12%	0.12%	Added +122	+122 3.1%
64	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	550	$386.8k0.12%	0.12%	Unchanged
65	NVIDIA CORPORATION COM NVDA	NVDA	1,889	$378.0k0.11%	0.11%	Added +389	+389 25.9%
66	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSD	AVSD	4,650	$371.5k0.11%	0.11%	Added +241	+241 5.5%
67	SERVICENOW INC COM NOW	NOW	3,692	$366.5k0.11%	0.11%	Added +5	+5 0.1%
68	MASTERCARD INCORPORATED CL A MA	MA	699	$359.0k0.11%	0.11%	Added +17	+17 2.5%
69	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	696	$348.9k0.10%	0.10%	Added +3	+3 0.4%
70	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	6,912	$334.1k0.10%	0.10%	Added +771	+771 12.6%
71	ISHARES TR CORE S&P MCP ETF IJH	IJH	4,190	$323.1k0.10%	0.10%	Unchanged
72	UNITEDHEALTH GROUP INC COM UNH	UNH	773	$321.3k0.10%	0.10%	New
73	BANK AMERICA CORP COM BAC	BAC	5,606	$319.4k0.10%	0.10%	Added +110	+110 2.0%
74	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,308	$317.1k0.09%	0.09%	Unchanged
75	SPDR SERIES TRUST BLOOMBERG INTL IBND	IBND	9,780	$304.9k0.09%	0.09%	Added +869	+869 9.8%
76	WALMART INC COM WMT	WMT	2,537	$287.3k0.09%	0.09%	Added +69	+69 2.8%
77	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,284	$279.8k0.08%	0.08%	Unchanged
78	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	2,862	$276.0k0.08%	0.08%	Unchanged
79	CAPITAL ONE FINL CORP COM COF	COF	1,243	$249.4k0.07%	0.07%	Added +11	+11 0.9%
80	ISHARES TR MSCI EAFE ETF EFA	EFA	2,400	$249.3k0.07%	0.07%	Unchanged
81	ISHARES TR INTL TREA BD ETF IGOV	IGOV	5,937	$243.6k0.07%	0.07%	Unchanged
82	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,389	$228.2k0.07%	0.07%	New
83	NEXTERA ENERGY INC COM NEE	NEE	2,490	$218.5k0.07%	0.07%	Added +24	+24 1.0%
84	AMERICAN CENTY ETF TR AVANTIS RESPON U AVSU	AVSU	2,425	$214.7k0.06%	0.06%	New
85	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	2,496	$206.7k0.06%	0.06%	New