0001085146-22-002489.txt : 20220720
0001085146-22-002489.hdr.sgml : 20220720
20220720153932
ACCESSION NUMBER: 0001085146-22-002489
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220720
DATE AS OF CHANGE: 20220720
EFFECTIVENESS DATE: 20220720
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: 221094137
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
06-30-2022
06-30-2022
false
White Lighthouse Investment Management Inc.
114 WALTHAM STREET SUITE 22
LEXINGTON
MA
02421
13F HOLDINGS REPORT
028-18193
N
Jonathan Lachowitz
Owner
508 471-4431
/s/Jonathan Lachowitz
Lexington
MA
07-20-2022
0
108
349494
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABRDN GOLD ETF TRUST
PHYSCL GOLD SHS
00326A104
655
37800
SH
SOLE
37800
0
0
ALPHABET INC
CAP STK CL A
02079K305
662
304
SH
SOLE
304
0
0
AMAZON COM INC
COM
023135106
1449
13640
SH
SOLE
13640
0
0
AMGEN INC
COM
031162100
352
1445
SH
SOLE
1445
0
0
ANNALY CAPITAL MANAGEMENT IN
COM
035710409
168
28500
SH
SOLE
28500
0
0
APPLE INC
COM
037833100
4577
33477
SH
SOLE
33477
0
0
ARISTA NETWORKS INC
COM
040413106
1612
17200
SH
SOLE
17200
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
771
2825
SH
SOLE
2825
0
0
CATERPILLAR INC
COM
149123101
638
3571
SH
SOLE
3571
0
0
CISCO SYS INC
COM
17275R102
273
6404
SH
SOLE
6404
0
0
CVS HEALTH CORP
COM
126650100
500
5400
SH
SOLE
5400
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
446
4160
SH
SOLE
4160
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
580
6094
SH
SOLE
6094
0
0
EXXON MOBIL CORP
COM
30231G102
241
2819
SH
SOLE
2819
0
0
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
274
3654
SH
SOLE
3654
0
0
INTEL CORP
COM
458140100
292
7803
SH
SOLE
7803
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
3424
12217
SH
SOLE
12217
0
0
ISHARES GOLD TRUST
COMMON
464285105
7882
229724
SH
SOLE
229724
0
0
ISHARES INC
ESG AWR MSCI EM
46434G863
1096
33935
SH
SOLE
33935
0
0
ISHARES MSCI GLOBAL GOLD MINERS EFT
COMMON
464286335
234
10732
SH
SOLE
10732
0
0
ISHARES TR
BLACKROCK ULTRA
46434V878
325
6500
SH
SOLE
6500
0
0
ISHARES TR
CALIF MUN BD ETF
464288356
226
4000
SH
SOLE
4000
0
0
ISHARES TR
COHEN STEER REIT
464287564
1204
19808
SH
SOLE
19808
0
0
ISHARES TR
CORE MSCI TOTAL
46432F834
9639
169014
SH
SOLE
169014
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
648
7013
SH
SOLE
7013
0
0
ISHARES TR
CORE S&P US GWT
464287671
1201
14349
SH
SOLE
14349
0
0
ISHARES TR
CORE S&P500 ETF
464287200
539
1422
SH
SOLE
1422
0
0
ISHARES TR
CORE TOTAL USD
46434V613
5101
108957
SH
SOLE
108957
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
242
3004
SH
SOLE
3004
0
0
ISHARES TR
ESG AW MSCI EAFE
46435G516
1363
21720
SH
SOLE
21720
0
0
ISHARES TR
ESG AWR MSCI USA
46435G425
1785
21275
SH
SOLE
21275
0
0
ISHARES TR
EXPND TEC SC ETF
464287549
3775
12822
SH
SOLE
12822
0
0
ISHARES TR
GL CLEAN ENE ETF
464288224
939
49274
SH
SOLE
49274
0
0
ISHARES TR
GLOB HLTHCRE ETF
464287325
1717
21160
SH
SOLE
21160
0
0
ISHARES TR
ISHARES BIOTECH
464287556
1447
12301
SH
SOLE
12301
0
0
ISHARES TR
JPMORGAN USD EMG
464288281
574
6729
SH
SOLE
6729
0
0
ISHARES TR
MSCI KLD400 SOC
464288570
1196
16630
SH
SOLE
16630
0
0
ISHARES TR
MSCI USA ESG SLC
464288802
401
4973
SH
SOLE
4973
0
0
ISHARES TR
MSCI USA MMENTM
46432F396
952
6981
SH
SOLE
6981
0
0
ISHARES TR
MSCI USA QLT FCT
46432F339
576
5155
SH
SOLE
5155
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
2108
19822
SH
SOLE
19822
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
5983
27356
SH
SOLE
27356
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
289
3650
SH
SOLE
3650
0
0
ISHARES TR
S&P SML 600 GWT
464287887
1517
14402
SH
SOLE
14402
0
0
ISHARES TR
SELECT DIVID ETF
464287168
7775
66078
SH
SOLE
66078
0
0
ISHARES TR
SHORT TREAS BD
464288679
6957
63187
SH
SOLE
63187
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
994
9500
SH
SOLE
9500
0
0
JOHNSON & JOHNSON
COM
478160104
1485
8364
SH
SOLE
8364
0
0
LOCKHEED MARTIN CORP
COM
539830109
215
500
SH
SOLE
500
0
0
MEDTRONIC PLC
SHS
G5960L103
255
2843
SH
SOLE
2843
0
0
MERCK & CO INC
COM
58933Y105
262
2879
SH
SOLE
2879
0
0
MICROSOFT CORP
COM
594918104
1416
5512
SH
SOLE
5512
0
0
NESTLE S A F SPONSORED ADR
COMMON
641069406
260
2235
SH
SOLE
2235
0
0
NUSHARES ETF TR
NUVEEN ESG LRGCP
67092P201
358
7433
SH
SOLE
7433
0
0
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
427
13007
SH
SOLE
13007
0
0
PEPSICO INC
COM
713448108
402
2410
SH
SOLE
2410
0
0
PFIZER INC
COM
717081103
263
5010
SH
SOLE
5010
0
0
PHILIP MORRIS INTL INC
COM
718172109
849
8600
SH
SOLE
8600
0
0
PROCTER AND GAMBLE CO
COM
742718109
603
4196
SH
SOLE
4196
0
0
PUBLIC STORAGE
COM
74460D109
235
750
SH
SOLE
750
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
2991
41752
SH
SOLE
41752
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
2411
43212
SH
SOLE
43212
0
0
SOUTHERN CO
COM
842587107
996
13974
SH
SOLE
13974
0
0
SPDR GOLD TR
GOLD SHS
78463V107
1309
7770
SH
SOLE
7770
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1703
4515
SH
SOLE
4515
0
0
SPDR SER TR
NUVEEN BLOOMBERG
78464A284
231
4500
SH
SOLE
4500
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
201
392
SH
SOLE
392
0
0
VANECK ETF TRUST
GOLD MINERS ETF
92189F106
779
28465
SH
SOLE
28465
0
0
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
1197
15418
SH
SOLE
15418
0
0
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
1438
18034
SH
SOLE
18034
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
10891
141829
SH
SOLE
141829
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
6351
84387
SH
SOLE
84387
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
52344
234842
SH
SOLE
234842
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
417
2419
SH
SOLE
2419
0
0
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
2193
12505
SH
SOLE
12505
0
0
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
2765
21352
SH
SOLE
21352
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
2258
11462
SH
SOLE
11462
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2641
28986
SH
SOLE
28986
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
3427
9880
SH
SOLE
9880
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
4675
31204
SH
SOLE
31204
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
3208
18214
SH
SOLE
18214
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1067
5654
SH
SOLE
5654
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
11139
84461
SH
SOLE
84461
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
818
16365
SH
SOLE
16365
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2574
61802
SH
SOLE
61802
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
545
10310
SH
SOLE
10310
0
0
VANGUARD INTL EQUITY INDEX F
FTSE PACIFIC ETF
922042866
374
5894
SH
SOLE
5894
0
0
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
3394
67727
SH
SOLE
67727
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
482
9650
SH
SOLE
9650
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
8901
111232
SH
SOLE
111232
0
0
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
6671
82245
SH
SOLE
82245
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
5288
89835
SH
SOLE
89835
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
20805
272815
SH
SOLE
272815
0
0
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
494
8780
SH
SOLE
8780
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
7778
54215
SH
SOLE
54215
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
18874
365709
SH
SOLE
365709
0
0
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
1289
31585
SH
SOLE
31585
0
0
VANGUARD WHITEHALL FDS
EM MK GOV BD ETF
921946885
331
5399
SH
SOLE
5399
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
32917
323671
SH
SOLE
323671
0
0
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
3036
61899
SH
SOLE
61899
0
0
VANGUARD WORLD FD
ESG US STK ETF
921910733
2580
38851
SH
SOLE
38851
0
0
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
859
4729
SH
SOLE
4729
0
0
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
209
2704
SH
SOLE
2704
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
6371
27054
SH
SOLE
27054
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
14234
43590
SH
SOLE
43590
0
0
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
329
2162
SH
SOLE
2162
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
259
5100
SH
SOLE
5100
0
0
WALMART INC
COM
931142103
821
6750
SH
SOLE
6750
0
0