0001085146-24-002302.txt : 20240507 0001085146-24-002302.hdr.sgml : 20240507 20240507155853 ACCESSION NUMBER: 0001085146-24-002302 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240507 EFFECTIVENESS DATE: 20240507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: White Lighthouse Investment Management Inc. CENTRAL INDEX KEY: 0001727593 ORGANIZATION NAME: 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: 24921609 BUSINESS ADDRESS: STREET 1: 5 DUTTON LANE CITY: BEDFORD STATE: MA ZIP: 01730 BUSINESS PHONE: 5084714431 MAIL ADDRESS: STREET 1: 5 DUTTON LANE CITY: BEDFORD STATE: MA ZIP: 01730 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001727593 XXXXXXXX 03-31-2024 03-31-2024 false White Lighthouse Investment Management Inc.

5 DUTTON LANE BEDFORD MA 01730

13F HOLDINGS REPORT 028-18193 000108030 801-79053 N Jonathan Lachowitz 508 471-4431 /s/Jonathan Lachowitz Bedford MA 05-07-2024 0 120 492272762 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 863633 40933 SH SOLE 40933 0 0 AFFIRM HLDGS INC COM CL A 00827B106 366825 9845 SH SOLE 9845 0 0 ALPHABET INC CAP STK CL A 02079K305 1415120 9376 SH SOLE 9376 0 0 ALPHABET INC CAP STK CL C 02079K107 277375 1822 SH SOLE 1822 0 0 AMAZON COM INC COM 023135106 2973023 16482 SH SOLE 16482 0 0 AMGEN INC COM 031162100 918922 3232 SH SOLE 3232 0 0 APPLE INC COM 037833100 6421580 37448 SH SOLE 37448 0 0 ARISTA NETWORKS INC COM 040413106 782946 2700 SH SOLE 2700 0 0 ASML HLDGS NV F SPONSORED ADR COMMON N07059202 339665 350 SH SOLE 350 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1287632 3062 SH SOLE 3062 0 0 CATERPILLAR INC COM 149123101 942113 2571 SH SOLE 2571 0 0 CISCO SYS INC COM 17275R102 299460 6000 SH SOLE 6000 0 0 CVS HEALTH CORP COM 126650100 430704 5400 SH SOLE 5400 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 402410 4161 SH SOLE 4161 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 778004 8142 SH SOLE 8142 0 0 EXXON MOBIL CORP COM 30231G102 348604 2999 SH SOLE 2999 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 206750 1992 SH SOLE 1992 0 0 HONEYWELL INTL INC COM 438516106 220644 1075 SH SOLE 1075 0 0 INTEL CORP COM 458140100 344659 7803 SH SOLE 7803 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 4734657 10663 SH SOLE 10663 0 0 ISHARES GOLD TR ISHARES NEW 464285204 11148236 265371 SH SOLE 265371 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 731685 22702 SH SOLE 22702 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 353920 7000 SH SOLE 7000 0 0 ISHARES TR COHEN STEER REIT 464287564 1202180 20835 SH SOLE 20835 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 13028916 191997 SH SOLE 191997 0 0 ISHARES TR CORE S&P SCP ETF 464287804 744463 6736 SH SOLE 6736 0 0 ISHARES TR CORE S&P US GWT 464287671 1641995 14009 SH SOLE 14009 0 0 ISHARES TR CORE S&P500 ETF 464287200 1072148 2039 SH SOLE 2039 0 0 ISHARES TR CORE TOTAL USD 46434V613 4271086 93685 SH SOLE 93685 0 0 ISHARES TR CORE US AGGBD ET 464287226 237896 2429 SH SOLE 2429 0 0 ISHARES TR EAFE GRWTH ETF 464288885 293933 2832 SH SOLE 2832 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 1505345 18838 SH SOLE 18838 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 2125151 18486 SH SOLE 18486 0 0 ISHARES TR EXPND TEC SC ETF 464287549 6534446 75823 SH SOLE 75823 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 324618 23220 SH SOLE 23220 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 1925876 20675 SH SOLE 20675 0 0 ISHARES TR ISHARES BIOTECH 464287556 1725816 12577 SH SOLE 12577 0 0 ISHARES TR ISHARES SEMICDTR 464287523 370735 1641 SH SOLE 1641 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 918732 17916 SH SOLE 17916 0 0 ISHARES TR JPMORGAN USD EMG 464288281 605631 6754 SH SOLE 6754 0 0 ISHARES TR MSCI KLD400 SOC 464288570 1723344 17095 SH SOLE 17095 0 0 ISHARES TR MSCI USA ESG SLC 464288802 344322 3154 SH SOLE 3154 0 0 ISHARES TR MSCI USA MMENTM 46432F396 604391 3226 SH SOLE 3226 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 558461 3398 SH SOLE 3398 0 0 ISHARES TR NATIONAL MUN ETF 464288414 1892792 17591 SH SOLE 17591 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 9704522 28793 SH SOLE 28793 0 0 ISHARES TR RUS MD CP GR ETF 464287481 408621 3580 SH SOLE 3580 0 0 ISHARES TR S&P SML 600 GWT 464287887 1785249 13656 SH SOLE 13656 0 0 ISHARES TR SELECT DIVID ETF 464287168 8530913 69256 SH SOLE 69256 0 0 ISHARES TR SHORT TREAS BD 464288679 15770459 142667 SH SOLE 142667 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 994935 9500 SH SOLE 9500 0 0 JOHNSON & JOHNSON COM 478160104 1324999 8376 SH SOLE 8376 0 0 JPMORGAN CHASE & CO COM 46625H100 276013 1378 SH SOLE 1378 0 0 LOCKHEED MARTIN CORP COM 539830109 227435 500 SH SOLE 500 0 0 MEDTRONIC PLC SHS G5960L103 236874 2718 SH SOLE 2718 0 0 MERCK & CO INC COM 58933Y105 379884 2879 SH SOLE 2879 0 0 MICROSOFT CORP COM 594918104 2431708 5780 SH SOLE 5780 0 0 NESTLE S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS COMMON 641069406 240543 2265 SH SOLE 2265 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 553335 7254 SH SOLE 7254 0 0 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 508521 12227 SH SOLE 12227 0 0 PEPSICO INC COM 713448108 408648 2335 SH SOLE 2335 0 0 PHILIP MORRIS INTL INC COM 718172109 787932 8600 SH SOLE 8600 0 0 PROCTER AND GAMBLE CO COM 742718109 653868 4030 SH SOLE 4030 0 0 PUBLIC STORAGE COM 74460D109 217545 750 SH SOLE 750 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 260704 6681 SH SOLE 6681 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 236279 6600 SH SOLE 6600 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 301795 6260 SH SOLE 6260 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3418954 42403 SH SOLE 42403 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 334905 3612 SH SOLE 3612 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2025778 38838 SH SOLE 38838 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 273301 1850 SH SOLE 1850 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 315737 1516 SH SOLE 1516 0 0 SOUTHERN CO COM 842587107 1011534 14100 SH SOLE 14100 0 0 SPDR GOLD TR GOLD SHS 78463V107 1505870 7320 SH SOLE 7320 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2295802 4389 SH SOLE 4389 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 267893 2814 SH SOLE 2814 0 0 SPDR SER TR NUVEEN BLOOMBERG 78464A284 231210 9000 SH SOLE 9000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1301061 2630 SH SOLE 2630 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 454824 14384 SH SOLE 14384 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3283218 43544 SH SOLE 43544 0 0 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 1615920 22341 SH SOLE 22341 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 9123604 118998 SH SOLE 118998 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 14721126 202802 SH SOLE 202802 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 347232 7059 SH SOLE 7059 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 80617111 234354 SH SOLE 234354 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 559360 2333 SH SOLE 2333 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2806373 11902 SH SOLE 11902 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3121214 20019 SH SOLE 20019 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 3764592 15067 SH SOLE 15067 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3721080 43049 SH SOLE 43049 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7658689 15932 SH SOLE 15932 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6072220 31674 SH SOLE 31674 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 5394421 23599 SH SOLE 23599 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2622195 10089 SH SOLE 10089 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 15595959 96081 SH SOLE 96081 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1252764 21360 SH SOLE 21360 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2394148 57317 SH SOLE 57317 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 836363 12420 SH SOLE 12420 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 446184 5869 SH SOLE 5869 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4545862 94923 SH SOLE 94923 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1396459 27598 SH SOLE 27598 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 13691118 170055 SH SOLE 170055 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 6324178 80841 SH SOLE 80841 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 4265532 73455 SH SOLE 73455 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 22679260 293393 SH SOLE 293393 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 10361564 56741 SH SOLE 56741 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 30214994 501329 SH SOLE 501329 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1455933 29020 SH SOLE 29020 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 655356 10264 SH SOLE 10264 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 48427116 400257 SH SOLE 400257 0 0 VANGUARD WORLD FD COMM SRVC ETF 92204A884 1365926 10409 SH SOLE 10409 0 0 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 1494428 4703 SH SOLE 4703 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 4374398 76116 SH SOLE 76116 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 3778195 40545 SH SOLE 40545 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 342699 3347 SH SOLE 3347 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 7455802 27561 SH SOLE 27561 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 21023734 40126 SH SOLE 40126 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 957564 3341 SH SOLE 3341 0 0 VANGUARD WORLD FD UTILITIES ETF 92204A876 376988 2644 SH SOLE 2644 0 0 WALMART INC COM 931142103 1213388 20166 SH SOLE 20166 0 0