# EDGAR Filing Document

**Accession Number:** 0001962166
**File Stem:** 0001962166-25-000005
**Filing Date:** 2025-8
**Character Count:** 15470
**Document Hash:** 82e4f604c1a4cf10d5ea98dd5446e86d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001962166-25-000005.hdr.sgml**: 20250801

**ACCESSION NUMBER**: 0001962166-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250801

**DATE AS OF CHANGE**: 20250801

**EFFECTIVENESS DATE**: 20250801

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0001962166

**ORGANIZATION NAME:**
- **EIN:** 261493259
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22896
- **FILM NUMBER:** 251174020

**BUSINESS ADDRESS:**
- **STREET 1:** 200 W. 67TH STREET
- **STREET 2:** SUITE 24E
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10023
- **BUSINESS PHONE:** (212) 799-3532

**MAIL ADDRESS:**
- **STREET 1:** 200 W. 67TH STREET
- **STREET 2:** SUITE 24E
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10023

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC<br>**Address:** 200 W. 67TH STREET<br>SUITE 24E<br>NEW YORK, NY 10023

**Form 13F File Number:** 028-22896

**CRD Number (if applicable):** 000145682

**SEC File Number (if applicable):** 801-71211

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mark H. Sladkus<br>**Title:** President<br>**Phone:** 212-799-3532

**Signature, Place, and Date of Signing:**

Mark Sladkus  New York, NY  08-01-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 114

**Form 13F Information Table Value Total:** $261741677

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRODEVICES INC | COM | 007903107 |  | 353473 | 2491 | SH |  | SOLE |  | 2491 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1374478 | 6265 | SH |  | SOLE |  | 6265 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 18123281 | 88333 | SH |  | SOLE |  | 88333 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072299 |  | 168477 | 2494 | SH |  | SOLE |  | 2494 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | 025072281 |  | 170814 | 2490 | SH |  | SOLE |  | 2490 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072216 |  | 56796 | 871 | SH |  | SOLE |  | 871 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 |  | 172202 | 2223 | SH |  | SOLE |  | 2223 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 |  | 3388326 | 81411 | SH |  | SOLE |  | 81411 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 6369011 | 92924 | SH |  | SOLE |  | 92924 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | 02507A101 |  | 222686 | 3933 | SH |  | SOLE |  | 3933 | 0 | 0 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 |  | 11660945 | 217778 | SH |  | SOLE |  | 217778 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 21947813 | 296552 | SH |  | SOLE |  | 296552 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 |  | 1867 | 30 | SH |  | SOLE |  | 30 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 13891204 | 175217 | SH |  | SOLE |  | 175217 | 0 | 0 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 |  | 2737743 | 61996 | SH |  | SOLE |  | 61996 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072315 |  | 67130 | 1145 | SH |  | SOLE |  | 1145 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 025072687 |  | 47030 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 42959100 | 426097 | SH |  | SOLE |  | 426097 | 0 | 0 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 2728 | 40 | SH |  | SOLE |  | 40 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 30225522 | 331784 | SH |  | SOLE |  | 331784 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 259314 | 5480 | SH |  | SOLE |  | 5480 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1056550 | 2175 | SH |  | SOLE |  | 2175 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 577915 | 4036 | SH |  | SOLE |  | 4036 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 961232 | 971 | SH |  | SOLE |  | 971 | 0 | 0 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 |  | 631635 | 12446 | SH |  | SOLE |  | 12446 | 0 | 0 |
| DIMENSIONAL ETF TRUST | CALIF MUN BD ETF | 25434V633 |  | 353535 | 7174 | SH |  | SOLE |  | 7174 | 0 | 0 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 2324300 | 55000 | SH |  | SOLE |  | 55000 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 149845 | 5176 | SH |  | SOLE |  | 5176 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 1103591 | 37183 | SH |  | SOLE |  | 37183 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 |  | 131896 | 4398 | SH |  | SOLE |  | 4398 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 |  | 46585 | 1224 | SH |  | SOLE |  | 1224 | 0 | 0 |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 |  | 2637370 | 48401 | SH |  | SOLE |  | 48401 | 0 | 0 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 129589 | 4830 | SH |  | SOLE |  | 4830 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 507109 | 16311 | SH |  | SOLE |  | 16311 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 2486032 | 71913 | SH |  | SOLE |  | 71913 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 649940 | 19749 | SH |  | SOLE |  | 19749 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 128989 | 3273 | SH |  | SOLE |  | 3273 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 3102520 | 72438 | SH |  | SOLE |  | 72438 | 0 | 0 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 291268 | 6141 | SH |  | SOLE |  | 6141 | 0 | 0 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 34999 | 729 | SH |  | SOLE |  | 729 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 38516782 | 1074687 | SH |  | SOLE |  | 1074687 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 797713 | 12521 | SH |  | SOLE |  | 12521 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 5106235 | 94630 | SH |  | SOLE |  | 94630 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 3307638 | 78084 | SH |  | SOLE |  | 78084 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 1083383 | 46180 | SH |  | SOLE |  | 46180 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 126267 | 3217 | SH |  | SOLE |  | 3217 | 0 | 0 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 1771540 | 60318 | SH |  | SOLE |  | 60318 | 0 | 0 |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 |  | 72245 | 1077 | SH |  | SOLE |  | 1077 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 348949 | 3237 | SH |  | SOLE |  | 3237 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 373905 | 507 | SH |  | SOLE |  | 507 | 0 | 0 |
| GLOBUS MED INC | CL A | 379577208 |  | 786323 | 13323 | SH |  | SOLE |  | 13323 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 687225 | 971 | SH |  | SOLE |  | 971 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 844142 | 4790 | SH |  | SOLE |  | 4790 | 0 | 0 |
| ISHARES TR | ASIA 50 ETF | 464288430 |  | 582659 | 7188 | SH |  | SOLE |  | 7188 | 0 | 0 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 79404 | 1505 | SH |  | SOLE |  | 1505 | 0 | 0 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 1914269 | 24761 | SH |  | SOLE |  | 24761 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 259864 | 4190 | SH |  | SOLE |  | 4190 | 0 | 0 |
| ISHARES TR | INTL TREA BD ETF | 464288117 |  | 214983 | 4988 | SH |  | SOLE |  | 4988 | 0 | 0 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 39641 | 428 | SH |  | SOLE |  | 428 | 0 | 0 |
| ISHARES INC | EM MKT SM-CP ETF | 464286475 |  | 456674 | 7042 | SH |  | SOLE |  | 7042 | 0 | 0 |
| ISHARES TR | MSCI USA ESG SLC | 464288802 |  | 6634 | 52 | SH |  | SOLE |  | 52 | 0 | 0 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 28085 | 222 | SH |  | SOLE |  | 222 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 254053 | 1308 | SH |  | SOLE |  | 1308 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 106145 | 250 | SH |  | SOLE |  | 250 | 0 | 0 |
| ISHARES S GSCI COMMODITY- | UNIT BEN INT | 46428R107 |  | 14326 | 650 | SH |  | SOLE |  | 650 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 187571 | 1389 | SH |  | SOLE |  | 1389 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 38734 | 352 | SH |  | SOLE |  | 352 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 214536 | 2400 | SH |  | SOLE |  | 2400 | 0 | 0 |
| ISHARES TR | U.S. FINLS ETF | 464287788 |  | 22262 | 184 | SH |  | SOLE |  | 184 | 0 | 0 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 41718 | 666 | SH |  | SOLE |  | 666 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 351783 | 2303 | SH |  | SOLE |  | 2303 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 490238 | 1691 | SH |  | SOLE |  | 1691 | 0 | 0 |
| MICROSOFT CORP | COM | 48251W104 |  | 231339 | 1739 | SH |  | SOLE |  | 1739 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 7594456 | 15268 | SH |  | SOLE |  | 15268 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 768250 | 5454 | SH |  | SOLE |  | 5454 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 405756 | 303 | SH |  | SOLE |  | 303 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 231994 | 1757 | SH |  | SOLE |  | 1757 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 714122 | 4484 | SH |  | SOLE |  | 4484 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 759751 | 739 | SH |  | SOLE |  | 739 | 0 | 0 |
| SPDR SER TR | BLOOMBERG INTL | 78464A151 |  | 121593 | 3731 | SH |  | SOLE |  | 3731 | 0 | 0 |
| SPDR SER TR | BLOOMBERG EMERGI | 78464A391 |  | 629738 | 29427 | SH |  | SOLE |  | 29427 | 0 | 0 |
| SPDR SER TR | BBG CONV SEC ETF | 78464A359 |  | 29014 | 351 | SH |  | SOLE |  | 351 | 0 | 0 |
| SPDR SER TR | FTSE INT GVT ETF | 78464A490 |  | 161275 | 4044 | SH |  | SOLE |  | 4044 | 0 | 0 |
| SPDR S 500 ETF Tr | TR UNIT | 78462F103 |  | 2729043 | 4417 | SH |  | SOLE |  | 4417 | 0 | 0 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 311564 | 550 | SH |  | SOLE |  | 550 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 620885 | 6776 | SH |  | SOLE |  | 6776 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 881273 | 3891 | SH |  | SOLE |  | 3891 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 270114 | 1301 | SH |  | SOLE |  | 1301 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 279767 | 690 | SH |  | SOLE |  | 690 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 228362 | 732 | SH |  | SOLE |  | 732 | 0 | 0 |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 |  | 337651 | 4340 | SH |  | SOLE |  | 4340 | 0 | 0 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 838767 | 12835 | SH |  | SOLE |  | 12835 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1790205 | 36195 | SH |  | SOLE |  | 36195 | 0 | 0 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 104145 | 1590 | SH |  | SOLE |  | 1590 | 0 | 0 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 128608 | 1173 | SH |  | SOLE |  | 1173 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1057478 | 18549 | SH |  | SOLE |  | 18549 | 0 | 0 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 38542 | 200 | SH |  | SOLE |  | 200 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 74966 | 171 | SH |  | SOLE |  | 171 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 1030074 | 1553 | SH |  | SOLE |  | 1553 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 84501 | 1831 | SH |  | SOLE |  | 1831 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 68187 | 239 | SH |  | SOLE |  | 239 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 171536 | 613 | SH |  | SOLE |  | 613 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 161015 | 3284 | SH |  | SOLE |  | 3284 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 |  | 12245 | 149 | SH |  | SOLE |  | 149 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 260892 | 2929 | SH |  | SOLE |  | 2929 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 1923029 | 38254 | SH |  | SOLE |  | 38254 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 21451 | 110 | SH |  | SOLE |  | 110 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 126784 | 535 | SH |  | SOLE |  | 535 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 115157 | 1564 | SH |  | SOLE |  | 1564 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1956093 | 6436 | SH |  | SOLE |  | 6436 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 56163 | 437 | SH |  | SOLE |  | 437 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 226934 | 1284 | SH |  | SOLE |  | 1284 | 0 | 0 |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 56170L695 |  | 2496237 | 238646 | SH |  | SOLE |  | 238646 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1061955 | 2991 | SH |  | SOLE |  | 2991 | 0 | 0 |

---