0001085146-22-002489.txt : 20220720 0001085146-22-002489.hdr.sgml : 20220720 20220720153932 ACCESSION NUMBER: 0001085146-22-002489 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220720 DATE AS OF CHANGE: 20220720 EFFECTIVENESS DATE: 20220720 FILER: COMPANY DATA: COMPANY CONFORMED NAME: White Lighthouse Investment Management Inc. CENTRAL INDEX KEY: 0001727593 IRS NUMBER: 464219717 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18193 FILM NUMBER: 221094137 BUSINESS ADDRESS: STREET 1: 114 WALTHAM STREET SUITE 22 CITY: LEXINGTON STATE: MA ZIP: 02421 BUSINESS PHONE: 5084714431 MAIL ADDRESS: STREET 1: 114 WALTHAM STREET SUITE 22 CITY: LEXINGTON STATE: MA ZIP: 02421 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001727593 XXXXXXXX 06-30-2022 06-30-2022 false White Lighthouse Investment Management Inc.

114 WALTHAM STREET SUITE 22 LEXINGTON MA 02421

13F HOLDINGS REPORT 028-18193 N Jonathan Lachowitz 508 471-4431 /s/Jonathan Lachowitz Lexington MA 07-20-2022 0 108 349494 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 655 37800 SH SOLE 37800 0 0 ALPHABET INC CAP STK CL A 02079K305 662 304 SH SOLE 304 0 0 AMAZON COM INC COM 023135106 1449 13640 SH SOLE 13640 0 0 AMGEN INC COM 031162100 352 1445 SH SOLE 1445 0 0 ANNALY CAPITAL MANAGEMENT IN COM 035710409 168 28500 SH SOLE 28500 0 0 APPLE INC COM 037833100 4577 33477 SH SOLE 33477 0 0 ARISTA NETWORKS INC COM 040413106 1612 17200 SH SOLE 17200 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 771 2825 SH SOLE 2825 0 0 CATERPILLAR INC COM 149123101 638 3571 SH SOLE 3571 0 0 CISCO SYS INC COM 17275R102 273 6404 SH SOLE 6404 0 0 CVS HEALTH CORP COM 126650100 500 5400 SH SOLE 5400 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 446 4160 SH SOLE 4160 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 580 6094 SH SOLE 6094 0 0 EXXON MOBIL CORP COM 30231G102 241 2819 SH SOLE 2819 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 274 3654 SH SOLE 3654 0 0 INTEL CORP COM 458140100 292 7803 SH SOLE 7803 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3424 12217 SH SOLE 12217 0 0 ISHARES GOLD TRUST COMMON 464285105 7882 229724 SH SOLE 229724 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 1096 33935 SH SOLE 33935 0 0 ISHARES MSCI GLOBAL GOLD MINERS EFT COMMON 464286335 234 10732 SH SOLE 10732 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 325 6500 SH SOLE 6500 0 0 ISHARES TR CALIF MUN BD ETF 464288356 226 4000 SH SOLE 4000 0 0 ISHARES TR COHEN STEER REIT 464287564 1204 19808 SH SOLE 19808 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 9639 169014 SH SOLE 169014 0 0 ISHARES TR CORE S&P SCP ETF 464287804 648 7013 SH SOLE 7013 0 0 ISHARES TR CORE S&P US GWT 464287671 1201 14349 SH SOLE 14349 0 0 ISHARES TR CORE S&P500 ETF 464287200 539 1422 SH SOLE 1422 0 0 ISHARES TR CORE TOTAL USD 46434V613 5101 108957 SH SOLE 108957 0 0 ISHARES TR EAFE GRWTH ETF 464288885 242 3004 SH SOLE 3004 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 1363 21720 SH SOLE 21720 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 1785 21275 SH SOLE 21275 0 0 ISHARES TR EXPND TEC SC ETF 464287549 3775 12822 SH SOLE 12822 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 939 49274 SH SOLE 49274 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 1717 21160 SH SOLE 21160 0 0 ISHARES TR ISHARES BIOTECH 464287556 1447 12301 SH SOLE 12301 0 0 ISHARES TR JPMORGAN USD EMG 464288281 574 6729 SH SOLE 6729 0 0 ISHARES TR MSCI KLD400 SOC 464288570 1196 16630 SH SOLE 16630 0 0 ISHARES TR MSCI USA ESG SLC 464288802 401 4973 SH SOLE 4973 0 0 ISHARES TR MSCI USA MMENTM 46432F396 952 6981 SH SOLE 6981 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 576 5155 SH SOLE 5155 0 0 ISHARES TR NATIONAL MUN ETF 464288414 2108 19822 SH SOLE 19822 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 5983 27356 SH SOLE 27356 0 0 ISHARES TR RUS MD CP GR ETF 464287481 289 3650 SH SOLE 3650 0 0 ISHARES TR S&P SML 600 GWT 464287887 1517 14402 SH SOLE 14402 0 0 ISHARES TR SELECT DIVID ETF 464287168 7775 66078 SH SOLE 66078 0 0 ISHARES TR SHORT TREAS BD 464288679 6957 63187 SH SOLE 63187 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 994 9500 SH SOLE 9500 0 0 JOHNSON & JOHNSON COM 478160104 1485 8364 SH SOLE 8364 0 0 LOCKHEED MARTIN CORP COM 539830109 215 500 SH SOLE 500 0 0 MEDTRONIC PLC SHS G5960L103 255 2843 SH SOLE 2843 0 0 MERCK & CO INC COM 58933Y105 262 2879 SH SOLE 2879 0 0 MICROSOFT CORP COM 594918104 1416 5512 SH SOLE 5512 0 0 NESTLE S A F SPONSORED ADR COMMON 641069406 260 2235 SH SOLE 2235 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 358 7433 SH SOLE 7433 0 0 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 427 13007 SH SOLE 13007 0 0 PEPSICO INC COM 713448108 402 2410 SH SOLE 2410 0 0 PFIZER INC COM 717081103 263 5010 SH SOLE 5010 0 0 PHILIP MORRIS INTL INC COM 718172109 849 8600 SH SOLE 8600 0 0 PROCTER AND GAMBLE CO COM 742718109 603 4196 SH SOLE 4196 0 0 PUBLIC STORAGE COM 74460D109 235 750 SH SOLE 750 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2991 41752 SH SOLE 41752 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2411 43212 SH SOLE 43212 0 0 SOUTHERN CO COM 842587107 996 13974 SH SOLE 13974 0 0 SPDR GOLD TR GOLD SHS 78463V107 1309 7770 SH SOLE 7770 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1703 4515 SH SOLE 4515 0 0 SPDR SER TR NUVEEN BLOOMBERG 78464A284 231 4500 SH SOLE 4500 0 0 UNITEDHEALTH GROUP INC COM 91324P102 201 392 SH SOLE 392 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 779 28465 SH SOLE 28465 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1197 15418 SH SOLE 15418 0 0 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 1438 18034 SH SOLE 18034 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 10891 141829 SH SOLE 141829 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 6351 84387 SH SOLE 84387 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 52344 234842 SH SOLE 234842 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 417 2419 SH SOLE 2419 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2193 12505 SH SOLE 12505 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2765 21352 SH SOLE 21352 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2258 11462 SH SOLE 11462 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2641 28986 SH SOLE 28986 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3427 9880 SH SOLE 9880 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4675 31204 SH SOLE 31204 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 3208 18214 SH SOLE 18214 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1067 5654 SH SOLE 5654 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 11139 84461 SH SOLE 84461 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 818 16365 SH SOLE 16365 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2574 61802 SH SOLE 61802 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 545 10310 SH SOLE 10310 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 374 5894 SH SOLE 5894 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3394 67727 SH SOLE 67727 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 482 9650 SH SOLE 9650 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 8901 111232 SH SOLE 111232 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 6671 82245 SH SOLE 82245 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 5288 89835 SH SOLE 89835 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 20805 272815 SH SOLE 272815 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 494 8780 SH SOLE 8780 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7778 54215 SH SOLE 54215 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 18874 365709 SH SOLE 365709 0 0 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1289 31585 SH SOLE 31585 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 331 5399 SH SOLE 5399 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 32917 323671 SH SOLE 323671 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 3036 61899 SH SOLE 61899 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 2580 38851 SH SOLE 38851 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 859 4729 SH SOLE 4729 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 209 2704 SH SOLE 2704 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 6371 27054 SH SOLE 27054 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 14234 43590 SH SOLE 43590 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 329 2162 SH SOLE 2162 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 259 5100 SH SOLE 5100 0 0 WALMART INC COM 931142103 821 6750 SH SOLE 6750 0 0