0001727593-18-000019.txt : 20181024 0001727593-18-000019.hdr.sgml : 20181024 20181024125122 ACCESSION NUMBER: 0001727593-18-000019 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181024 DATE AS OF CHANGE: 20181024 EFFECTIVENESS DATE: 20181024 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: 181136010 BUSINESS ADDRESS: STREET 1: 5 MILITIA DRIVE SUITE 205 CITY: LEXINGTON STATE: MA ZIP: 02421 BUSINESS PHONE: 5084714431 MAIL ADDRESS: STREET 1: 5 MILITIA DRIVE SUITE 205 CITY: LEXINGTON STATE: MA ZIP: 02421 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001727593 XXXXXXXX 09-30-2018 09-30-2018 White Lighthouse Investment Management Inc.

5 MILITIA DRIVE SUITE 205 LEXINGTON MA 02421

13F HOLDINGS REPORT 028-18193 N Jonathan Lachowitz 508 471-4431 /s/Jonathan Lachowitz Lexington MA 10-24-2018 0 116 196042 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1012691275SHSOLE 127500Abb Ltd New Ord F Swiss SharesCommonH0010V1012128969SHSOLE 896900ALPHABET INCCAP STK CL A02079K305394326SHSOLE 32600AMAZON COM INCCOM023135106945472SHSOLE 47200AMGEN INCCOM0311621003721795SHSOLE 179500ANNALY CAP MGMT INCCOM03571040983881947SHSOLE 8194700APPLE INCCOM037833100638328276SHSOLE 2827600ARISTA NETWORKS INCCOM04041310611434300SHSOLE 430000BERKSHIRE HATHAWAY INC DELCL B NEW08467070210274796SHSOLE 479600CATERPILLAR INC DELCOM1491231015643700SHSOLE 370000CISCO SYS INCCOM17275R10270414461SHSOLE 1446100ETFS GOLD TRSHS26922Y1053162750SHSOLE 275000EXXON MOBIL CORPCOM30231G1023844515SHSOLE 451500FIRST TR EXCHANGE TRADED FDMATERIALS ALPH33734X1682075000SHSOLE 500000FIRST TR EXCHANGE TRADED FDNY ARCA BIOTECH33733E2032001265SHSOLE 126500GENERAL ELECTRIC COCOM36960410314012402SHSOLE 1240200GOLDMAN SACHS ETF TREQUITY ETF3814305032754680SHSOLE 468000Guggenheim S&P 500 Equal Weight (RSP)Common78355W106199818706SHSOLE 1870600HONEYWELL INTL INCCOM4385161063692217SHSOLE 221700INTEL CORPCOM4581401004479462SHSOLE 946200ISHARES GOLD TRUSTISHARES4642851053517307665SHSOLE 30766500ISHARES INCCORE MSCI EMKT46434G1033717174SHSOLE 717400ISHARES INCMIN VOL EMRG MKT464286533101817175SHSOLE 1717500ISHARES INCMSCI EM ESG OPZ46434G8633229645SHSOLE 964500ISHARES INCMSCI GERMANY ETF46428680636912400SHSOLE 1240000ISHARES TR0-5YR INVT GR CP46434V1003947940SHSOLE 794000ISHARES TRCOHEN STEER REIT464287564123812375SHSOLE 1237500ISHARES TRCORE MSCI TOTAL46432F8342183615SHSOLE 361500ISHARES TRCORE S&P US GWT464287671251040400SHSOLE 4040000ISHARES TREAFE GRWTH ETF4642888856097600SHSOLE 760000ISHARES TREUROPE ETF46428786150111109SHSOLE 1110900ISHARES TRGLOB HLTHCRE ETF464287325148223532SHSOLE 2353200ISHARES TRIBOXX INV CP ETF464287242160113927SHSOLE 1392700ISHARES TRINTL SEL DIV ETF4642884482146562SHSOLE 656200ISHARES TRJPMORGAN USD EMG4642882813102875SHSOLE 287500ISHARES TRMSCI EMG MKT ETF46428723469916276SHSOLE 1627600ISHARES TRN AMER TECH ETF464287549564626966SHSOLE 2696600ISHARES TRNASDAQ BIOTECH464287556145811953SHSOLE 1195300ISHARES TRNATIONAL MUN ETF464288414258623955SHSOLE 2395500ISHARES TRNORTH AMERN NAT4642873742296374SHSOLE 637400ISHARES TRRUS 1000 GRW ETF464287614605738832SHSOLE 3883200ISHARES TRS&P 500 VAL ETF4642874088457292SHSOLE 729200ISHARES TRS&P SML 600 GWT464287887212110514SHSOLE 1051400ISHARES TRS&P US PFD STK46428868751213788SHSOLE 1378800ISHARES TRSELECT DIVID ETF464287168799980184SHSOLE 8018400ISHARES TRSHORT TREAS BD4642886793262948SHSOLE 294800ISHARES TRSHRT NAT MUN ETF4642881589959500SHSOLE 950000ISHARES TRULTR SH TRM BD46434V87889717879SHSOLE 1787900ISHARES TRUSA MOMENTUM FCT46432F396171414400SHSOLE 1440000ISHARES TRUSA QUALITY FCTR46432F3398409291SHSOLE 929100ISHARES US ETF TRSHT MAT BD ETF46431W507320463840SHSOLE 6384000JOHNSON & JOHNSONCOM478160104139110070SHSOLE 1007000LOCKHEED MARTIN CORPCOM539830109257743SHSOLE 74300MICROSOFT CORPCOM5949181045885138SHSOLE 513800Nestle Sa F Sponsored AdrCommon6410694062202650SHSOLE 265000Nestle Sa OrdfCommonH573126495656785SHSOLE 678500PEPSICO INCCOM7134481082242000SHSOLE 200000PFIZER INCCOM7170811033658288SHSOLE 828800PHILIP MORRIS INTL INCCOM7181721097579285SHSOLE 928500PIMCO ETF TRACTIVE BD ETF72201R7752462405SHSOLE 240500PIMCO ETF TRENHAN SHRT MA AC72201R8339759591SHSOLE 959100PowerShares DB Optm Yd Dvrs Cdty Srt ETF (PDBC) No K-1Common73937V106139274160SHSOLE 7416000Powershares Qqq Trust Srs 1 EtfCommon73935A10416488870SHSOLE 887000PROCTER AND GAMBLE COCOM7427181094014821SHSOLE 482100ROYAL DUTCH SHELL PLCSPONS ADR A7802592062563750SHSOLE 375000SCHWAB STRATEGIC TRINTL SCEQT ETF80852488842811995SHSOLE 1199500SCHWAB STRATEGIC TRUS TIPS ETF808524870297455121SHSOLE 5512100SELECT SECTOR SPDR TRTECHNOLOGY81369Y8032943900SHSOLE 390000SOUTHERN COCOM8425871073247430SHSOLE 743000SPDR GOLD TRUSTGOLD SHS78463V1076826045SHSOLE 604500SPDR INDEX SHS FDSGLB NAT RESRCE78463X5414498880SHSOLE 888000SPDR S&P 500 ETF TRTR UNIT78462F10312954453SHSOLE 445300SPDR SERIES TRUSTNUV HGHYLD MUN78464A2842534500SHSOLE 450000TOTAL S ASPONSORED ADR89151E1092253500SHSOLE 350000UNITEDHEALTH GROUP INCCOM91324P1023251221SHSOLE 122100VANECK VECTORS ETF TRAMT FREE SHORT M92189F52830017500SHSOLE 1750000VANGUARD BD INDEX FD INCINTERMED TERM921937819259032179SHSOLE 3217900VANGUARD BD INDEX FD INCLONG TERM BOND921937793191321884SHSOLE 2188400VANGUARD BD INDEX FD INCSHORT TRM BOND921937827405952022SHSOLE 5202200VANGUARD BD INDEX FD INCTOTAL BND MRKT9219378355587084SHSOLE 708400VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J407109720114SHSOLE 2011400VANGUARD GROUPDIV APP ETF921908844528447728SHSOLE 4772800VANGUARD INDEX FDSGROWTH ETF9229087361231676476SHSOLE 7647600VANGUARD INDEX FDSMCAP GR IDXVIP92290853810047043SHSOLE 704300VANGUARD INDEX FDSMCAP VL IDXVIP922908512242821470SHSOLE 2147000VANGUARD INDEX FDSMID CAP ETF9229086293582183SHSOLE 218300VANGUARD INDEX FDSREAL ESTATE ETF922908553166720664SHSOLE 2066400VANGUARD INDEX FDSS&P 500 ETF SHS92290836311144171SHSOLE 417100VANGUARD INDEX FDSSM CP VAL ETF922908611235216877SHSOLE 1687700VANGUARD INDEX FDSSMALL CP ETF9229087519475825SHSOLE 582500VANGUARD INDEX FDSTOTAL STK MKT92290876913569061SHSOLE 906100VANGUARD INDEX FDSVALUE ETF922908744310228030SHSOLE 2803000VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427754568765SHSOLE 876500VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428585040122922SHSOLE 12292200VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF922042874122921858SHSOLE 2185800VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF92204286686312141SHSOLE 1214100VANGUARD INTL EQUITY INDEX FGLB EX US ETF9220426762133793SHSOLE 379300VANGUARD MALVERN FDSSTRM INFPROIDX92202080578116152SHSOLE 1615200VANGUARD MUN BD FD INCTAX EXEMPT BD9229077462735400SHSOLE 540000VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870695283233SHSOLE 8323300VANGUARD SCOTTSDALE FDSLG-TERM COR BD92206C813566064322SHSOLE 6432200VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C40913452172112SHSOLE 17211200VANGUARD STAR FDVG TL INTL STK F92190976811624215259SHSOLE 21525900VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385881218754SHSOLE 1875400VANGUARD WHITEHALL FDS INCHIGH DIV YLD92194640611817135682SHSOLE 13568200VANGUARD WORLD FDSENERGY ETF92204A3063903715SHSOLE 371500VANGUARD WORLD FDSFINANCIALS ETF92204A405106615360SHSOLE 1536000VANGUARD WORLD FDSHEALTH CAR ETF92204A50414998311SHSOLE 831100VANGUARD WORLD FDSINF TECH ETF92204A702335016539SHSOLE 1653900VANGUARD WORLD FDSMATERIALS ETF92204A80110077682SHSOLE 768200VERIZON COMMUNICATIONS INCCOM92343V1043005626SHSOLE 562600WALMART INCCOM9311421038318845SHSOLE 884500WISDOMTREE TRJAPN HEDGE EQT97717W8512283930SHSOLE 393000WISDOMTREE TRUS DIVID EX FNCL97717W4062532795SHSOLE 279500WISDOMTREE TRUS LARGECAP DIVD97717W3077507860SHSOLE 786000WISDOMTREE TRUS MIDCP EARNING97717W5702285505SHSOLE 550500