0001727593-22-000007.txt : 20220420 0001727593-22-000007.hdr.sgml : 20220420 20220420105259 ACCESSION NUMBER: 0001727593-22-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220420 DATE AS OF CHANGE: 20220420 EFFECTIVENESS DATE: 20220420 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: 22836742 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 03-31-2022 03-31-2022 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 04-20-2022 0 115 393177 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE Aberdeen Std Gold ETF TR Physical Swiss Gold SharesSGOL00326A10470938150SHSOLE 3815000ALPHABET INCCAP STK CL A02079K305915329SHSOLE 32900ALPHABET INCCAP STK CL C02079K10726193SHSOLE 9300AMAZON COM INCCOM0231351062236686SHSOLE 68600AMGEN INCCOM0311621003621496SHSOLE 149600ANNALY CAP MGMT INCCOM03571040920128500SHSOLE 2850000APPLE INCCOM037833100585333521SHSOLE 3352100ARISTA NETWORKS INCCOM040413106239017200SHSOLE 1720000ASML HOLDING N VN Y REGISTRY SHSN07059210234350SHSOLE 35000BERKSHIRE HATHAWAY INC DELCL B NEW0846707029992830SHSOLE 283000CATERPILLAR INC DELCOM1491231017963574SHSOLE 357400CISCO SYS INCCOM17275R1024688400SHSOLE 840000CVS HEALTH CORPCOM1266501005475401SHSOLE 540100DUKE ENERGY CORP NEWCOM NEW26441C2044654160SHSOLE 416000EDWARDS LIFESCIENCES CORPCOM28176E1087616461SHSOLE 646100EXXON MOBIL CORPCOM30231G1022352849SHSOLE 284900GOLDMAN SACHS ETF TREQUITY ETF3814305032492794SHSOLE 279400HONEYWELL INTL INCCOM4385161062251154SHSOLE 115400INTEL CORPCOM4581401004709475SHSOLE 947500INTERNATIONAL BUSINESS MACHSCOM4592001012011547SHSOLE 154700INVESCO QQQ TRUNIT SER 146090E103443312227SHSOLE 1222700ISHARES GOLD TRUSTISHARES4642851059054245833SHSOLE 24583300ISHARES INCMSCI EM ESG OPZ46434G863133936445SHSOLE 3644500Ishares MSCI Global Gold Miners EFTRING46428633534811204SHSOLE 1120400ISHARES TRCALIF MUN BD ETF4642883562474250SHSOLE 425000ISHARES TRCOHEN STEER REIT464287564139919708SHSOLE 1970800ISHARES TRCORE MSCI TOTAL46432F83410510157853SHSOLE 15785300ISHARES TRCORE S&P SCP ETF4642878047577013SHSOLE 701300ISHARES TRCORE S&P US GWT464287671133912677SHSOLE 1267700ISHARES TRCORE S&P500 ETF4642872006981539SHSOLE 153900ISHARES TREAFE GRWTH ETF4642888852882995SHSOLE 299500ISHARES TRETF MSCI USA46435G425217621468SHSOLE 2146800ISHARES TRGL CLEAN ENE ETF46428822497945471SHSOLE 4547100ISHARES TRGLOB HLTHCRE ETF464287325184321038SHSOLE 2103800ISHARES TRJPMORGAN USD EMG4642882815245360SHSOLE 536000ISHARES TRMSCI EAFE ESG OP46435G516182424735SHSOLE 2473500ISHARES TRMSCI KLD400 SOC464288570139516109SHSOLE 1610900ISHARES TRMSCI USA ESG SLC4642888023203301SHSOLE 330100ISHARES TRN AMER TECH ETF464287549457111763SHSOLE 1176300ISHARES TRNASDAQ BIOTECH464287556160212298SHSOLE 1229800ISHARES TRNATIONAL MUN ETF464288414255023254SHSOLE 2325400ISHARES TRRUS 1000 GRW ETF464287614730126297SHSOLE 2629700ISHARES TRRUS MD CP GR ETF4642874813523500SHSOLE 350000ISHARES TRS&P SML 600 GWT464287887180714441SHSOLE 1444100ISHARES TRS&P US PFD STK4642886872617160SHSOLE 716000ISHARES TRSELECT DIVID ETF464287168905670678SHSOLE 7067800ISHARES TRSHORT TREAS BD464288679656859574SHSOLE 5957400ISHARES TRSHRT NAT MUN ETF4642881589949500SHSOLE 950000ISHARES TRULTR SH TRM BD46434V8783266500SHSOLE 650000ISHARES TRUSA MOMENTUM FCT46432F39612507431SHSOLE 743100ISHARES TRUSA QUALITY FCTR46432F3398025955SHSOLE 595500JOHNSON & JOHNSONCOM47816010414758321SHSOLE 832100LOCKHEED MARTIN CORPCOM539830109221501SHSOLE 50100MEDTRONIC PLCSHSG5960L1033152843SHSOLE 284300MERCK & CO INCCOM58933Y1052382895SHSOLE 289500MICROSOFT CORPCOM59491810417155564SHSOLE 556400Nestle S A F Sponsored AdrNSRGY6410694062912235SHSOLE 223500NUSHARES ETF TRESG LARGE CAP67092P2014817917SHSOLE 791700NUSHARES ETF TRESG SMALL CAP67092P60751612963SHSOLE 1296300PEPSICO INCCOM7134481084042414SHSOLE 241400PFIZER INCCOM7170811032625057SHSOLE 505700PHILIP MORRIS INTL INCCOM7181721098088605SHSOLE 860500PROCTER AND GAMBLE COCOM7427181096444217SHSOLE 421700PUBLIC STORAGECOM74460D109293752SHSOLE 75200RIO TINTO PLCSPONSORED ADR7672041002413000SHSOLE 300000SCHWAB STRATEGIC TRINTL EQTY ETF8085248053218735SHSOLE 873500SCHWAB STRATEGIC TRINTL SCEQT ETF8085248882396289SHSOLE 628900SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797333742298SHSOLE 4229800SCHWAB STRATEGIC TRUS TIPS ETF808524870272244839SHSOLE 4483900SELECT SECTOR SPDR TRTECHNOLOGY81369Y8032441535SHSOLE 153500SOUTHERN COCOM842587107101413982SHSOLE 1398200Spdr Bloomberg Barclays 1-3 Month T-bill EtfBIL78464A6802472700SHSOLE 270000SPDR GOLD TRUSTGOLD SHS78463V10714287903SHSOLE 790300SPDR S&P 500 ETF TRTR UNIT78462F10321454750SHSOLE 475000SPDR SER TRSSGA GNDER ETF78468R7472032203SHSOLE 220300SPDR SERIES TRUSTNUV HGHYLD MUN78464A2842484500SHSOLE 450000VANECK VECTORS ETF TRGOLD MINERS ETF92189F106116630395SHSOLE 3039500VANGUARD BD INDEX FD INCINTERMED TERM921937819343841981SHSOLE 4198100VANGUARD BD INDEX FD INCLONG TERM BOND921937793153216712SHSOLE 1671200VANGUARD BD INDEX FD INCSHORT TRM BOND9219378278551109771SHSOLE 10977100VANGUARD BD INDEX FD INCTOTAL BND MRKT9219378358631108511SHSOLE 10851100VANGUARD GROUPDIV APP ETF921908844823150758SHSOLE 5075800VANGUARD INDEX FDSGROWTH ETF92290873661788214839SHSOLE 21483900VANGUARD INDEX FDSLARGE CAP ETF9229086375332556SHSOLE 255600VANGUARD INDEX FDSMCAP GR IDXVIP922908538274312310SHSOLE 1231000VANGUARD INDEX FDSMCAP VL IDXVIP922908512310920772SHSOLE 2077200VANGUARD INDEX FDSMID CAP ETF922908629270011352SHSOLE 1135200VANGUARD INDEX FDSREAL ESTATE ETF922908553318329368SHSOLE 2936800VANGUARD INDEX FDSS&P 500 ETF SHS92290836338999392SHSOLE 939200VANGUARD INDEX FDSSM CP VAL ETF922908611532430262SHSOLE 3026200VANGUARD INDEX FDSSMALL CP ETF922908751389718337SHSOLE 1833700VANGUARD INDEX FDSTOTAL STK MKT92290876912905666SHSOLE 566600VANGUARD INDEX FDSVALUE ETF9229087441297987824SHSOLE 8782400VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277570312215SHSOLE 1221500VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858294163747SHSOLE 6374700VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF92204287465210465SHSOLE 1046500VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF9220428664365894SHSOLE 589400VANGUARD MALVERN FDSSTRM INFPROIDX922020805353469015SHSOLE 6901500VANGUARD MUN BD FD INCTAX EXEMPT BD9229077464027798SHSOLE 779800VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C87011288131199SHSOLE 13119900VANGUARD SCOTTSDALE FDSLG-TERM COR BD92206C813804885919SHSOLE 8591900VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1026165104030SHSOLE 10403000VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C40918709239581SHSOLE 23958100VANGUARD STAR FDVG TL INTL STK F92190976821453359098SHSOLE 35909800VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF921943858114923923SHSOLE 2392300VANGUARD WHITEHALL FDS INCEMERG MKT BD ETF9219468853925611SHSOLE 561100VANGUARD WHITEHALL FDS INCHIGH DIV YLD92194640636379324093SHSOLE 32409300VANGUARD WORLD FDESG INTL STK ETF921910725330457765SHSOLE 5776500VANGUARD WORLD FDESG US STK ETF921910733300937108SHSOLE 3710800VANGUARD WORLD FDMEGA GRWTH IND9219108169844179SHSOLE 417900VANGUARD WORLD FDSHEALTH CAR ETF92204A504653925705SHSOLE 2570500VANGUARD WORLD FDSINF TECH ETF92204A7021693340657SHSOLE 4065700VANGUARD WORLD FDSUTILITIES ETF92204A8763502164SHSOLE 216400VERIZON COMMUNICATIONS INCCOM92343V1042605108SHSOLE 510800WALMART INCCOM93114210310116787SHSOLE 678700