0001727593-20-000007.txt : 20200407 0001727593-20-000007.hdr.sgml : 20200407 20200407172638 ACCESSION NUMBER: 0001727593-20-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200407 DATE AS OF CHANGE: 20200407 EFFECTIVENESS DATE: 20200407 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: 20780510 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 03-31-2020 03-31-2020 White Lighthouse Investment Management Inc.
5 MILITIA DRIVE SUITE 205 LEXINGTON MA 02421
13F HOLDINGS REPORT 028-18193 N
Jonathan Lachowitz Owner 508 471-4431 /s/Jonathan Lachowitz Lexington MA 04-07-2020 0 108 238941 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INCCAP STK CL A02079K305581500SHSOLE 50000AMAZON COM INCCOM0231351061638840SHSOLE 84000AMGEN INCCOM0311621003041500SHSOLE 150000ANNALY CAP MGMT INCCOM03571040918736850SHSOLE 3685000APPLE INCCOM037833100317712492SHSOLE 1249200ARISTA NETWORKS INCCOM0404131068714300SHSOLE 430000Bayer Ag F Sponsored AdrCommon07273030246632200SHSOLE 3220000BERKSHIRE HATHAWAY INC DELCL B NEW0846707024722580SHSOLE 258000BRITISH AMERN TOB PLCSPONSORED ADR1104481072748000SHSOLE 800000CATERPILLAR INC DELCOM1491231014293700SHSOLE 370000CISCO SYS INCCOM17275R10257414592SHSOLE 1459200EDWARDS LIFESCIENCES CORPCOM28176E1083101641SHSOLE 164100ETFS GOLD TRSHS26922Y10543328600SHSOLE 2860000GOLDMAN SACHS ETF TREQUITY ETF38143050362612002SHSOLE 1200200Guggenheim S&P 500 Equal Weight (RSP)Common78355W1065106071SHSOLE 607100INTEL CORPCOM4581401004227803SHSOLE 780300Invesco Qqq TrustCommon73935A104369119384SHSOLE 1938400ISHARES GOLD TRUSTISHARES4642851056047401278SHSOLE 40127800ISHARES INCMIN VOL EMRG MKT4642865333888260SHSOLE 826000ISHARES INCMSCI EM ESG OPZ46434G863200973395SHSOLE 7339500ISHARES INCMSCI GBL GOLD MN46434G85558330438SHSOLE 3043800ISHARES TRCOHEN STEER REIT464287564104011354SHSOLE 1135400ISHARES TRCORE MSCI TOTAL46432F834244752046SHSOLE 5204600ISHARES TRCORE S&P SCP ETF4642878043025383SHSOLE 538300ISHARES TRCORE S&P US GWT464287671176230856SHSOLE 3085600ISHARES TRCORE S&P500 ETF4642872003221247SHSOLE 124700ISHARES TREAFE GRWTH ETF4642888852423410SHSOLE 341000ISHARES TRETF MSCI USA46435G42563711085SHSOLE 1108500ISHARES TRGL CLEAN ENE ETF46428822438940755SHSOLE 4075500ISHARES TRGLOB HLTHCRE ETF464287325142723414SHSOLE 2341400ISHARES TRIBOXX HI YD ETF4642885135256810SHSOLE 681000ISHARES TRIBOXX INV CP ETF4642872423392743SHSOLE 274300ISHARES TRJPMORGAN USD EMG464288281183318956SHSOLE 1895600ISHARES TRMSCI EAFE ESG OP46435G51687816523SHSOLE 1652300ISHARES TRMSCI EMG MKT ETF4642872342427091SHSOLE 709100ISHARES TRMSCI KLD400 SOC4642885707387573SHSOLE 757300ISHARES TRN AMER TECH ETF464287549430720337SHSOLE 2033700ISHARES TRNASDAQ BIOTECH464287556152714174SHSOLE 1417400ISHARES TRNATIONAL MUN ETF464288414270523940SHSOLE 2394000ISHARES TRRUS 1000 GRW ETF464287614492432683SHSOLE 3268300ISHARES TRS&P 500 VAL ETF4642874085165360SHSOLE 536000ISHARES TRS&P SML 600 GWT46428788712589125SHSOLE 912500ISHARES TRS&P US PFD STK4642886872828843SHSOLE 884300ISHARES TRSELECT DIVID ETF464287168613983482SHSOLE 8348200ISHARES TRSHORT TREAS BD464288679653058819SHSOLE 5881900ISHARES TRSHRT NAT MUN ETF46428815810109500SHSOLE 950000ISHARES TRTRS FLT RT BD46434V86086917270SHSOLE 1727000ISHARES TRULTR SH TRM BD46434V8784649281SHSOLE 928100ISHARES TRUSA MOMENTUM FCT46432F396233321909SHSOLE 2190900ISHARES TRUSA QUALITY FCTR46432F339125915540SHSOLE 1554000JOHNSON & JOHNSONCOM47816010411788984SHSOLE 898400LOCKHEED MARTIN CORPCOM539830109259765SHSOLE 76500MEDTRONIC PLCSHSG5960L1032442705SHSOLE 270500MICROSOFT CORPCOM5949181048025087SHSOLE 508700Nestle S A F Sponsored AdrCommon6410694062742665SHSOLE 266500PEPSICO INCCOM7134481083272724SHSOLE 272400PFIZER INCCOM71708110345513937SHSOLE 1393700PHILIP MORRIS INTL INCCOM7181721096829350SHSOLE 935000PIMCO ETF TRACTIVE BD ETF72201R7753493285SHSOLE 328500PROCTER AND GAMBLE COCOM7427181095504999SHSOLE 499900SCHWAB STRATEGIC TRINTL EQTY ETF80852480563024374SHSOLE 2437400SCHWAB STRATEGIC TRSHT TM US TRES8085248623015811SHSOLE 581100SCHWAB STRATEGIC TRUS TIPS ETF808524870261645493SHSOLE 4549300SOUTHERN COCOM84258710757510624SHSOLE 1062400SPDR GOLD TRUSTGOLD SHS78463V1078505743SHSOLE 574300SPDR S&P 500 ETF TRTR UNIT78462F10313105081SHSOLE 508100SPDR SER TRSPDR BLOOMBERG78468R6637428100SHSOLE 810000SPDR SERIES TRUSTNUV HGHYLD MUN78464A2842464500SHSOLE 450000TESLA INCCOM88160R101293560SHSOLE 56000UNITEDHEALTH GROUP INCCOM91324P102207829SHSOLE 82900VANECK VECTORS ETF TRGOLD MINERS ETF92189F106107746765SHSOLE 4676500VANGUARD BD INDEX FD INCINTERMED TERM921937819367741163SHSOLE 4116300VANGUARD BD INDEX FD INCLONG TERM BOND921937793219720589SHSOLE 2058900VANGUARD BD INDEX FD INCSHORT TRM BOND9219378278327101329SHSOLE 10132900VANGUARD BD INDEX FD INCTOTAL BND MRKT921937835362542472SHSOLE 4247200VANGUARD GROUPDIV APP ETF921908844588856946SHSOLE 5694600VANGUARD INDEX FDSGROWTH ETF92290873627578176002SHSOLE 17600200VANGUARD INDEX FDSMCAP GR IDXVIP922908538238118793SHSOLE 1879300VANGUARD INDEX FDSMCAP VL IDXVIP922908512240029520SHSOLE 2952000VANGUARD INDEX FDSMID CAP ETF9229086296975293SHSOLE 529300VANGUARD INDEX FDSREAL ESTATE ETF922908553236833897SHSOLE 3389700VANGUARD INDEX FDSS&P 500 ETF SHS922908363303312807SHSOLE 1280700VANGUARD INDEX FDSSM CP VAL ETF922908611207223333SHSOLE 2333300VANGUARD INDEX FDSSMALL CP ETF922908751130911342SHSOLE 1134200VANGUARD INDEX FDSSML CP GRW ETF9229085953852563SHSOLE 256300VANGUARD INDEX FDSTOTAL STK MKT92290876910828397SHSOLE 839700VANGUARD INDEX FDSVALUE ETF922908744460451690SHSOLE 5169000VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277585120740SHSOLE 2074000VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858304190636SHSOLE 9063600VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF92204287445610525SHSOLE 1052500VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF9220428663776841SHSOLE 684100VANGUARD MALVERN FDSSTRM INFPROIDX922020805436889657SHSOLE 8965700VANGUARD MUN BD FD INCTAX EXEMPT BD9229077463025700SHSOLE 570000VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870864599262SHSOLE 9926200VANGUARD SCOTTSDALE FDSLG-TERM COR BD92206C813821484568SHSOLE 8456800VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C102575492308SHSOLE 9230800VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C40910272129862SHSOLE 12986200VANGUARD STAR FDVG TL INTL STK F92190976811311269567SHSOLE 26956700VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF921943858116534931SHSOLE 3493100VANGUARD WHITEHALL FDS INCEMERG MKT BD ETF9219468852573646SHSOLE 364600VANGUARD WHITEHALL FDS INCHIGH DIV YLD92194640614574205993SHSOLE 20599300VANGUARD WORLD FDESG INTL STK ETF921910725128931320SHSOLE 3132000VANGUARD WORLD FDESG US STK ETF921910733135029480SHSOLE 2948000VANGUARD WORLD FDMEGA GRWTH IND9219108165094005SHSOLE 400500VANGUARD WORLD FDSHEALTH CAR ETF92204A504258315554SHSOLE 1555400VANGUARD WORLD FDSINF TECH ETF92204A702579427343SHSOLE 2734300VERIZON COMMUNICATIONS INCCOM92343V1042915425SHSOLE 542500WALMART INCCOM9311421037106246SHSOLE 624600