0001085146-22-003477.txt : 20221018 0001085146-22-003477.hdr.sgml : 20221018 20221018162811 ACCESSION NUMBER: 0001085146-22-003477 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221018 DATE AS OF CHANGE: 20221018 EFFECTIVENESS DATE: 20221018 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: 221316238 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 09-30-2022 09-30-2022 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 10-18-2022 0 105 343385 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 593 37270 SH SOLE 37270 0 0 ALPHABET INC CAP STK CL A 02079K305 663 6930 SH SOLE 6930 0 0 AMAZON COM INC COM 023135106 1612 14266 SH SOLE 14266 0 0 AMGEN INC COM 031162100 326 1445 SH SOLE 1445 0 0 APPLE INC COM 037833100 4585 33178 SH SOLE 33178 0 0 ARISTA NETWORKS INC COM 040413106 1942 17200 SH SOLE 17200 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 754 2825 SH SOLE 2825 0 0 CATERPILLAR INC COM 149123101 586 3571 SH SOLE 3571 0 0 CISCO SYS INC COM 17275R102 256 6404 SH SOLE 6404 0 0 CVS HEALTH CORP COM 126650100 515 5400 SH SOLE 5400 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 387 4160 SH SOLE 4160 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 462 5590 SH SOLE 5590 0 0 EXXON MOBIL CORP COM 30231G102 246 2819 SH SOLE 2819 0 0 INTEL CORP COM 458140100 201 7803 SH SOLE 7803 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3428 12826 SH SOLE 12826 0 0 ISHARES GOLD TRUST COMMON 464285105 7327 232396 SH SOLE 232396 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 940 33980 SH SOLE 33980 0 0 ISHARES MSCI GLOBAL GOLD MINERS EFT COMMON 464286335 246 13103 SH SOLE 13103 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 325 6500 SH SOLE 6500 0 0 ISHARES TR COHEN STEER REIT 464287564 1063 19808 SH SOLE 19808 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 8782 172465 SH SOLE 172465 0 0 ISHARES TR CORE S&P SCP ETF 464287804 567 6508 SH SOLE 6508 0 0 ISHARES TR CORE S&P US GWT 464287671 1093 13634 SH SOLE 13634 0 0 ISHARES TR CORE S&P500 ETF 464287200 500 1395 SH SOLE 1395 0 0 ISHARES TR CORE TOTAL USD 46434V613 3309 74349 SH SOLE 74349 0 0 ISHARES TR EAFE GRWTH ETF 464288885 218 3004 SH SOLE 3004 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 1300 23166 SH SOLE 23166 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 1754 22092 SH SOLE 22092 0 0 ISHARES TR EXPND TEC SC ETF 464287549 3581 12956 SH SOLE 12956 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 941 49319 SH SOLE 49319 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 1594 21152 SH SOLE 21152 0 0 ISHARES TR ISHARES BIOTECH 464287556 1441 12324 SH SOLE 12324 0 0 ISHARES TR JPMORGAN USD EMG 464288281 546 6872 SH SOLE 6872 0 0 ISHARES TR MSCI KLD400 SOC 464288570 1123 16765 SH SOLE 16765 0 0 ISHARES TR MSCI USA ESG SLC 464288802 363 4785 SH SOLE 4785 0 0 ISHARES TR MSCI USA MMENTM 46432F396 880 6706 SH SOLE 6706 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 535 5144 SH SOLE 5144 0 0 ISHARES TR NATIONAL MUN ETF 464288414 1774 17295 SH SOLE 17295 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 5977 28406 SH SOLE 28406 0 0 ISHARES TR RUS MD CP GR ETF 464287481 310 3950 SH SOLE 3950 0 0 ISHARES TR S&P SML 600 GWT 464287887 1454 14302 SH SOLE 14302 0 0 ISHARES TR SELECT DIVID ETF 464287168 7280 67897 SH SOLE 67897 0 0 ISHARES TR SHORT TREAS BD 464288679 6923 62937 SH SOLE 62937 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 975 9500 SH SOLE 9500 0 0 JOHNSON & JOHNSON COM 478160104 1372 8400 SH SOLE 8400 0 0 MEDTRONIC PLC SHS G5960L103 219 2718 SH SOLE 2718 0 0 MERCK & CO INC COM 58933Y105 248 2879 SH SOLE 2879 0 0 MICROSOFT CORP COM 594918104 1289 5536 SH SOLE 5536 0 0 NESTLE S A F SPONSORED ADR COMMON 641069406 241 2235 SH SOLE 2235 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 385 8343 SH SOLE 8343 0 0 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 415 12947 SH SOLE 12947 0 0 PEPSICO INC COM 713448108 393 2410 SH SOLE 2410 0 0 PFIZER INC COM 717081103 219 5010 SH SOLE 5010 0 0 PHILIP MORRIS INTL INC COM 718172109 714 8600 SH SOLE 8600 0 0 PROCTER AND GAMBLE CO COM 742718109 516 4086 SH SOLE 4086 0 0 PUBLIC STORAGE COM 74460D109 220 750 SH SOLE 750 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 220 7826 SH SOLE 7826 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2868 43180 SH SOLE 43180 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2175 41984 SH SOLE 41984 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 245 2060 SH SOLE 2060 0 0 SOUTHERN CO COM 842587107 958 14094 SH SOLE 14094 0 0 SPDR GOLD TR GOLD SHS 78463V107 1331 8605 SH SOLE 8605 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1711 4790 SH SOLE 4790 0 0 SPDR SER TR NUVEEN BLOOMBERG 78464A284 216 4500 SH SOLE 4500 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 664 27530 SH SOLE 27530 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 765 10410 SH SOLE 10410 0 0 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 1163 16171 SH SOLE 16171 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 9474 126624 SH SOLE 126624 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 8826 123735 SH SOLE 123735 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 52675 246202 SH SOLE 246202 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 389 2379 SH SOLE 2379 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2171 12732 SH SOLE 12732 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2704 22207 SH SOLE 22207 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2311 12292 SH SOLE 12292 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2483 30968 SH SOLE 30968 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3689 11236 SH SOLE 11236 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4564 31827 SH SOLE 31827 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 3378 19766 SH SOLE 19766 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1044 5817 SH SOLE 5817 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 11194 90652 SH SOLE 90652 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 542 12215 SH SOLE 12215 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2499 68488 SH SOLE 68488 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 386 8360 SH SOLE 8360 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 339 5894 SH SOLE 5894 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3233 67190 SH SOLE 67190 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 828 17210 SH SOLE 17210 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 8788 116119 SH SOLE 116119 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 6182 84403 SH SOLE 84403 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 4550 78741 SH SOLE 78741 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 22876 307966 SH SOLE 307966 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8025 59376 SH SOLE 59376 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 18704 408649 SH SOLE 408649 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1209 33261 SH SOLE 33261 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 231 4010 SH SOLE 4010 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 31778 334932 SH SOLE 334932 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 2841 65408 SH SOLE 65408 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 2466 39195 SH SOLE 39195 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 1530 8781 SH SOLE 8781 0 0 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 590 7162 SH SOLE 7162 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 704 2995 SH SOLE 2995 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 246 3308 SH SOLE 3308 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 6343 28353 SH SOLE 28353 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 14078 45800 SH SOLE 45800 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 416 2924 SH SOLE 2924 0 0 WALMART INC COM 931142103 875 6750 SH SOLE 6750 0 0