0001727593-18-000013.txt : 20180412 0001727593-18-000013.hdr.sgml : 20180412 20180412100123 ACCESSION NUMBER: 0001727593-18-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180412 DATE AS OF CHANGE: 20180412 EFFECTIVENESS DATE: 20180412 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: 18751345 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 03-31-2018 03-31-2018 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/Johathan Lachowitz Lexington MA 04-12-2018 0 117 174404 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1012801275SHSOLE 127500Abb Ltd New Ord F Swiss SharesCommonH0010V10137415759SHSOLE 1575900ALPHABET INCCAP STK CL A02079K305348336SHSOLE 33600AMAZON COM INCCOM023135106708489SHSOLE 48900AMGEN INCCOM0311621003321945SHSOLE 194500ANNALY CAP MGMT INCCOM03571040986482853SHSOLE 8285300APPLE INCCOM037833100484628885SHSOLE 2888500ARISTA NETWORKS INCCOM04041310610984300SHSOLE 430000BERKSHIRE HATHAWAY INC DELCL B NEW0846707029574796SHSOLE 479600CATERPILLAR INC DELCOM1491231015453700SHSOLE 370000CISCO SYS INCCOM17275R10266115411SHSOLE 1541100ETFS GOLD TRSHS26922Y1053532750SHSOLE 275000EXXON MOBIL CORPCOM30231G1023484665SHSOLE 466500FIRST TR EXCHANGE TRADED FDMATERIALS ALPH33734X1682115000SHSOLE 500000FIRST TR EXCHANGE TRADED FDNY ARCA BIOTECH33733E2032722050SHSOLE 205000FIRST TR NAS100 EQ WEIGHTEDSHS3373441053015100SHSOLE 510000GENERAL ELECTRIC COCOM36960410319214227SHSOLE 1422700INTEL CORPCOM4581401004939462SHSOLE 946200ISHARES GOLD TRUSTISHARES4642851053812299469SHSOLE 29946900ISHARES INCCORE MSCI EMKT46434G1034207198SHSOLE 719800ISHARES INCMIN VOL EMRG MKT464286533101216235SHSOLE 1623500ISHARES INCMSCI GERMANY ETF46428680642813350SHSOLE 1335000ISHARES TR0-5YR INVT GR CP46434V1004328690SHSOLE 869000ISHARES TRCOHEN STEER REIT464287564121513025SHSOLE 1302500ISHARES TRCORE MSCI TOTAL46432F8342283615SHSOLE 361500ISHARES TRCORE S&P US GWT464287671234242885SHSOLE 4288500ISHARES TREAFE GRWTH ETF464288885109513622SHSOLE 1362200ISHARES TREUROPE ETF46428786175816258SHSOLE 1625800ISHARES TRGLOB HLTHCRE ETF464287325138912471SHSOLE 1247100ISHARES TRIBOXX INV CP ETF464287242189816171SHSOLE 1617100ISHARES TRINTL SEL DIV ETF46428844875222776SHSOLE 2277600ISHARES TRJPMORGAN USD EMG4642882813062713SHSOLE 271300ISHARES TRMSCI EMG MKT ETF46428723477816119SHSOLE 1611900ISHARES TRN AMER TECH ETF464287549483026921SHSOLE 2692100ISHARES TRNASDAQ BIOTECH464287556137312863SHSOLE 1286300ISHARES TRNATIONAL MUN ETF464288414263924230SHSOLE 2423000ISHARES TRNORTH AMERN NAT4642873742367124SHSOLE 712400ISHARES TRRUS 1000 GRW ETF464287614542939890SHSOLE 3989000ISHARES TRS&P 500 VAL ETF4642874088107412SHSOLE 741200ISHARES TRS&P SML 600 GWT46428788716809664SHSOLE 966400ISHARES TRS&P US PFD STK46428868767217898SHSOLE 1789800ISHARES TRSELECT DIVID ETF464287168714475103SHSOLE 7510300ISHARES TRSHORT TREAS BD4642886799608698SHSOLE 869800ISHARES TRSHRT NAT MUN ETF46428815810179700SHSOLE 970000ISHARES TRULTR SH TRM BD46434V878112022351SHSOLE 2235100ISHARES TRUSA MOMENTUM FCT46432F39610239660SHSOLE 966000ISHARES TRUSA QUALITY FCTR46432F3396207500SHSOLE 750000ISHARES US ETF TRSHT MAT BD ETF46431W507214342730SHSOLE 4273000JOHNSON & JOHNSONCOM478160104136510650SHSOLE 1065000LOCKHEED MARTIN CORPCOM539830109251742SHSOLE 74200MICROSOFT CORPCOM5949181044785237SHSOLE 523700Nestle Sa F Sponsored AdrCommon6410694062092650SHSOLE 265000Nestle Sa OrdfCommonH573126495677175SHSOLE 717500PEPSICO INCCOM7134481082182000SHSOLE 200000PFIZER INCCOM7170811033319313SHSOLE 931300PHILIP MORRIS INTL INCCOM7181721095605632SHSOLE 563200PIMCO ETF TRACTIVE BD ETF72201R7752392290SHSOLE 229000POWERSHARES ACT MANG COMM FDOPT YLD DIV73937V106126271036SHSOLE 7103600POWERSHARES QQQ TRUSTUNIT SER 173935A1048105058SHSOLE 505800PROCTER AND GAMBLE COCOM7427181094255361SHSOLE 536100ROYAL DUTCH SHELL PLCSPONS ADR A7802592062393750SHSOLE 375000RYDEX ETF TRUSTGUG S&P500 EQ WT78355W106214221531SHSOLE 2153100SCHWAB STRATEGIC TRINTL SCEQT ETF80852488843811995SHSOLE 1199500SCHWAB STRATEGIC TRUS TIPS ETF808524870315057403SHSOLE 5740300SELECT SECTOR SPDR TRTECHNOLOGY81369Y8032754200SHSOLE 420000SOUTHERN COCOM8425871073748380SHSOLE 838000SPDR GOLD TRUSTGOLD SHS78463V1077535983SHSOLE 598300SPDR INDEX SHS FDSGLB NAT RESRCE78463X5413256710SHSOLE 671000SPDR S&P 500 ETF TRTR UNIT78462F10311124224SHSOLE 422400SPDR SERIES TRUSTNUV HGHYLD MUN78464A2842514500SHSOLE 450000TOTAL S ASPONSORED ADR89151E1092023500SHSOLE 350000UNITEDHEALTH GROUP INCCOM91324P1022831321SHSOLE 132100VANECK VECTORS ETF TRAMT FREE SHORT M92189F52840123300SHSOLE 2330000VANECK VECTORS ETF TRGOLD MINERS ETF92189F10622710321SHSOLE 1032100VANGUARD BD INDEX FD INCINTERMED TERM9219378196297692SHSOLE 769200VANGUARD BD INDEX FD INCLONG TERM BOND921937793140115408SHSOLE 1540800VANGUARD BD INDEX FD INCSHORT TRM BOND921937827276335225SHSOLE 3522500VANGUARD BD INDEX FD INCTOTAL BND MRKT9219378353754694SHSOLE 469400VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J407128523474SHSOLE 2347400VANGUARD GROUPDIV APP ETF921908844456445167SHSOLE 4516700VANGUARD INDEX FDSGROWTH ETF922908736915464518SHSOLE 6451800VANGUARD INDEX FDSMCAP GR IDXVIP9229085386414948SHSOLE 494800VANGUARD INDEX FDSMCAP VL IDXVIP922908512201618434SHSOLE 1843400VANGUARD INDEX FDSMID CAP ETF9229086293352175SHSOLE 217500VANGUARD INDEX FDSREAL ESTATE ETF922908553145319257SHSOLE 1925700VANGUARD INDEX FDSS&P 500 ETF SHS9229083636222569SHSOLE 256900VANGUARD INDEX FDSSM CP VAL ETF922908611178913822SHSOLE 1382200VANGUARD INDEX FDSSMALL CP ETF9229087518165556SHSOLE 555600VANGUARD INDEX FDSTOTAL STK MKT922908769164412116SHSOLE 1211600VANGUARD INDEX FDSVALUE ETF922908744286527768SHSOLE 2776800VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427754898990SHSOLE 899000VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428586739143450SHSOLE 14345000VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF922042874134323091SHSOLE 2309100VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF92204286697213321SHSOLE 1332100VANGUARD INTL EQUITY INDEX FGLB EX US ETF9220426762313793SHSOLE 379300VANGUARD MUN BD FD INCTAX EXEMPT BD9229077463146171SHSOLE 617100VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870581368519SHSOLE 6851900VANGUARD SCOTTSDALE FDSLG-TERM COR BD92206C813374741015SHSOLE 4101500VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C40913873176885SHSOLE 17688500VANGUARD STAR FDVG TL INTL STK F92190976811850209546SHSOLE 20954600VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385872416353SHSOLE 1635300VANGUARD WHITEHALL FDS INCEMERG MKT BD ETF9219468852152746SHSOLE 274600VANGUARD WHITEHALL FDS INCHIGH DIV YLD921946406722687597SHSOLE 8759700VANGUARD WORLD FDSENERGY ETF92204A3063463746SHSOLE 374600VANGUARD WORLD FDSFINANCIALS ETF92204A405110515910SHSOLE 1591000VANGUARD WORLD FDSHEALTH CAR ETF92204A50412328026SHSOLE 802600VANGUARD WORLD FDSINF TECH ETF92204A702258615123SHSOLE 1512300VANGUARD WORLD FDSMATERIALS ETF92204A8019817607SHSOLE 760700VERIZON COMMUNICATIONS INCCOM92343V1042956174SHSOLE 617400WALMART INCCOM9311421037368275SHSOLE 827500WESTERN ASSET HIGH INCM FD ICOM95766J10214021275SHSOLE 2127500WISDOMTREE TRGLB HIGH DIV FD97717W8772254825SHSOLE 482500WISDOMTREE TRINTL DIV EX FINL97717W78656413007SHSOLE 1300700WISDOMTREE TRJAPN HEDGE EQT97717W8512203930SHSOLE 393000WISDOMTREE TRUS DIVID EX FNCL97717W4063373995SHSOLE 399500WISDOMTREE TRUS LARGECAP DIVD97717W3078769900SHSOLE 990000WISDOMTREE TRUS MIDCP EARNING97717W5702426255SHSOLE 625500