0001727593-21-000002.txt : 20210203 0001727593-21-000002.hdr.sgml : 20210203 20210203171752 ACCESSION NUMBER: 0001727593-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210203 DATE AS OF CHANGE: 20210203 EFFECTIVENESS DATE: 20210203 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: 21587278 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 12-31-2020 12-31-2020 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 02-03-2021 0 113 313351 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1012231275SHSOLE 127500ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102222953SHSOLE 95300ALPHABET INCCAP STK CL A02079K305631360SHSOLE 36000AMAZON COM INCCOM0231351062423744SHSOLE 74400AMGEN INCCOM0311621003451500SHSOLE 150000ANNALY CAP MGMT INCCOM03571040920223850SHSOLE 2385000APPLE INCCOM037833100529639914SHSOLE 3991400ARISTA NETWORKS INCCOM04041310612494300SHSOLE 430000BERKSHIRE HATHAWAY INC DELCL B NEW0846707023781630SHSOLE 163000CATERPILLAR INC DELCOM1491231016733700SHSOLE 370000CISCO SYS INCCOM17275R1023768400SHSOLE 840000CVS HEALTH CORPCOM1266501003835605SHSOLE 560500DISNEY WALT COCOM DISNEY2546871062661470SHSOLE 147000DUKE ENERGY CORP NEWCOM NEW26441C2044004374SHSOLE 437400EDWARDS LIFESCIENCES CORPCOM28176E1084494923SHSOLE 492300FIRST TR EXCHANGE TRADED FDNY ARCA BIOTECH33733E2032461465SHSOLE 146500GOLDMAN SACHS ETF TREQUITY ETF3814305034095399SHSOLE 539900HONEYWELL INTL INCCOM4385161062661251SHSOLE 125100INTEL CORPCOM4581401003897803SHSOLE 780300INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3572271780SHSOLE 178000Invesco Qqq TrustCommon73935A104412913159SHSOLE 1315900ISHARES GOLD TRUSTISHARES4642851056181340944SHSOLE 34094400ISHARES INCMSCI EM ESG OPZ46434G863177042170SHSOLE 4217000ISHARES INCMSCI GBL GOLD MN46434G85549716655SHSOLE 1665500ISHARES TRCOHEN STEER REIT464287564117021710SHSOLE 2171000ISHARES TRCORE MSCI TOTAL46432F8349162136358SHSOLE 13635800ISHARES TRCORE S&P SCP ETF4642878046927532SHSOLE 753200ISHARES TRCORE S&P US GWT464287671163718457SHSOLE 1845700ISHARES TRCORE S&P500 ETF4642872005551478SHSOLE 147800ISHARES TREAFE GRWTH ETF4642888853153125SHSOLE 312500ISHARES TRETF MSCI USA46435G425100011624SHSOLE 1162400ISHARES TRGL CLEAN ENE ETF464288224110439092SHSOLE 3909200ISHARES TRGLOB HLTHCRE ETF464287325170022243SHSOLE 2224300ISHARES TRJPMORGAN USD EMG4642882818677483SHSOLE 748300ISHARES TRMSCI EAFE ESG OP46435G516141419356SHSOLE 1935600ISHARES TRMSCI KLD400 SOC46428857094313188SHSOLE 1318800ISHARES TRMSCI USA ESG SLC4642888022242720SHSOLE 272000ISHARES TRN AMER TECH ETF464287549538015379SHSOLE 1537900ISHARES TRNASDAQ BIOTECH464287556189312495SHSOLE 1249500ISHARES TRNATIONAL MUN ETF464288414254121680SHSOLE 2168000ISHARES TRRUS 1000 GRW ETF464287614643626691SHSOLE 2669100ISHARES TRRUS MD CP GR ETF4642874813543450SHSOLE 345000ISHARES TRS&P 500 VAL ETF4642874086354960SHSOLE 496000ISHARES TRS&P SML 600 GWT464287887172715128SHSOLE 1512800ISHARES TRS&P US PFD STK4642886872486429SHSOLE 642900ISHARES TRSELECT DIVID ETF464287168750678043SHSOLE 7804300ISHARES TRSHORT TREAS BD464288679500845305SHSOLE 4530500ISHARES TRSHRT NAT MUN ETF46428815810279500SHSOLE 950000ISHARES TRULTR SH TRM BD46434V8783286500SHSOLE 650000ISHARES TRUSA MOMENTUM FCT46432F396162510075SHSOLE 1007500ISHARES TRUSA QUALITY FCTR46432F339154313277SHSOLE 1327700JOHNSON & JOHNSONCOM47816010413808771SHSOLE 877100LOCKHEED MARTIN CORPCOM539830109237669SHSOLE 66900MEDTRONIC PLCSHSG5960L1033172705SHSOLE 270500MERCK & CO INCCOM58933Y1052693294SHSOLE 329400MICROSOFT CORPCOM59491810410574754SHSOLE 475400Nestle S A F Sponsored AdrCommon6410694062672265SHSOLE 226500NUSHARES ETF TRESG SMALL CAP67092P60739310262SHSOLE 1026200PEPSICO INCCOM7134481083712499SHSOLE 249900PHILIP MORRIS INTL INCCOM7181721097749350SHSOLE 935000PIMCO ETF TRACTIVE BD ETF72201R7752542250SHSOLE 225000PROCTER AND GAMBLE COCOM7427181096524684SHSOLE 468400Rio Tinto Plc F Sponsored AdrCommonG757541042263000SHSOLE 300000SCHWAB STRATEGIC TRINTL EQTY ETF80852480537310371SHSOLE 1037100SCHWAB STRATEGIC TRINTL SCEQT ETF8085248882416402SHSOLE 640200SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797224935067SHSOLE 3506700SCHWAB STRATEGIC TRUS TIPS ETF808524870292147054SHSOLE 4705400Snowflake Inc Class ACommon83344510914465138SHSOLE 513800SOUTHERN COCOM84258710786814124SHSOLE 1412400SPDR GOLD TRUSTGOLD SHS78463V1078884978SHSOLE 497800SPDR S&P 500 ETF TRTR UNIT78462F10317884781SHSOLE 478100SPDR SER TRSPDR BLOOMBERG78468R6632472700SHSOLE 270000SPDR SERIES TRUSTNUV HGHYLD MUN78464A2842654500SHSOLE 450000Tencent Holdings F Sponsored AdrCommon88032Q1092523500SHSOLE 350000VANECK VECTORS ETF TRGOLD MINERS ETF92189F106126935242SHSOLE 3524200VANGUARD BD INDEX FD INCINTERMED TERM921937819380941023SHSOLE 4102300VANGUARD BD INDEX FD INCLONG TERM BOND921937793215119622SHSOLE 1962200VANGUARD BD INDEX FD INCSHORT TRM BOND921937827644977793SHSOLE 7779300VANGUARD BD INDEX FD INCTOTAL BND MRKT921937835461252296SHSOLE 5229600VANGUARD GROUPDIV APP ETF921908844781055320SHSOLE 5532000VANGUARD INDEX FDSGROWTH ETF92290873645398179198SHSOLE 17919800VANGUARD INDEX FDSMCAP GR IDXVIP922908538302414258SHSOLE 1425800VANGUARD INDEX FDSMCAP VL IDXVIP922908512243720486SHSOLE 2048600VANGUARD INDEX FDSMID CAP ETF92290862919109237SHSOLE 923700VANGUARD INDEX FDSREAL ESTATE ETF922908553211824939SHSOLE 2493900VANGUARD INDEX FDSS&P 500 ETF SHS92290836332709515SHSOLE 951500VANGUARD INDEX FDSSM CP VAL ETF922908611275319359SHSOLE 1935900VANGUARD INDEX FDSSMALL CP ETF922908751319416406SHSOLE 1640600VANGUARD INDEX FDSSML CP GRW ETF9229085953251215SHSOLE 121500VANGUARD INDEX FDSTOTAL STK MKT92290876911365834SHSOLE 583400VANGUARD INDEX FDSVALUE ETF9229087441000084065SHSOLE 8406500VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277595516368SHSOLE 1636800VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858306561159SHSOLE 6115900VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF9220428745028335SHSOLE 833500VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF9220428664886126SHSOLE 612600VANGUARD MALVERN FDSSTRM INFPROIDX922020805340866692SHSOLE 6669200VANGUARD MUN BD FD INCTAX EXEMPT BD9229077462594700SHSOLE 470000VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870941996967SHSOLE 9696700VANGUARD SCOTTSDALE FDSLG-TERM COR BD92206C813875178792SHSOLE 7879200VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1026631107641SHSOLE 10764100VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4099321111968SHSOLE 11196800VANGUARD STAR FDVG TL INTL STK F92190976816093267504SHSOLE 26750400VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385885918193SHSOLE 1819300VANGUARD WHITEHALL FDS INCEMERG MKT BD ETF9219468854996058SHSOLE 605800VANGUARD WHITEHALL FDS INCHIGH DIV YLD92194640625147274796SHSOLE 27479600VANGUARD WORLD FDESG INTL STK ETF921910725184231084SHSOLE 3108400VANGUARD WORLD FDESG US STK ETF921910733188726886SHSOLE 2688600VANGUARD WORLD FDMEGA GRWTH IND92191081613416581SHSOLE 658100VANGUARD WORLD FDSHEALTH CAR ETF92204A504422518886SHSOLE 1888600VANGUARD WORLD FDSINF TECH ETF92204A7021282536250SHSOLE 3625000VANGUARD WORLD FDSUTILITIES ETF92204A8762241635SHSOLE 163500VERIZON COMMUNICATIONS INCCOM92343V1043205439SHSOLE 543900WALMART INCCOM93114210312268505SHSOLE 850500