0001727593-20-000010.txt : 20200723 0001727593-20-000010.hdr.sgml : 20200723 20200723120300 ACCESSION NUMBER: 0001727593-20-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200723 DATE AS OF CHANGE: 20200723 EFFECTIVENESS DATE: 20200723 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: 201043180 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 06-30-2020 06-30-2020 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 07-23-2020 0 110 272312 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1022231033SHSOLE 103300ALPHABET INCCAP STK CL A02079K305510360SHSOLE 36000AMAZON COM INCCOM0231351062053744SHSOLE 74400AMGEN INCCOM0311621003541500SHSOLE 150000ANNALY CAP MGMT INCCOM03571040924236850SHSOLE 3685000APPLE INCCOM037833100454412457SHSOLE 1245700ARISTA NETWORKS INCCOM0404131069034300SHSOLE 430000Bayer Ag F Sponsored AdrCommon07273030260032200SHSOLE 3220000BERKSHIRE HATHAWAY INC DELCL B NEW0846707022911630SHSOLE 163000BRITISH AMERN TOB PLCSPONSORED ADR1104481073118000SHSOLE 800000CATERPILLAR INC DELCOM1491231014683700SHSOLE 370000CISCO SYS INCCOM17275R10252611275SHSOLE 1127500CVS HEALTH CORPCOM1266501003645605SHSOLE 560500DUKE ENERGY CORP NEWCOM NEW26441C2043494374SHSOLE 437400EDWARDS LIFESCIENCES CORPCOM28176E1083404923SHSOLE 492300GOLDMAN SACHS ETF TREQUITY ETF38143050363610157SHSOLE 1015700INTEL CORPCOM4581401004677803SHSOLE 780300INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3572702658SHSOLE 265800Invesco Qqq TrustCommon73935A104440217778SHSOLE 1777800ISHARES GOLD TRUSTISHARES4642851056408377180SHSOLE 37718000ISHARES INCMSCI EM ESG OPZ46434G863175654749SHSOLE 5474900ISHARES INCMSCI GBL GOLD MN46434G85577625680SHSOLE 2568000ISHARES TRCOHEN STEER REIT464287564111511049SHSOLE 1104900ISHARES TRCORE MSCI TOTAL46432F8346941127311SHSOLE 12731100ISHARES TRCORE S&P SCP ETF4642878045337810SHSOLE 781000ISHARES TRCORE S&P US GWT464287671218930456SHSOLE 3045600ISHARES TRCORE S&P500 ETF4642872005331722SHSOLE 172200ISHARES TREAFE GRWTH ETF4642888852683220SHSOLE 322000ISHARES TRETF MSCI USA46435G42581411625SHSOLE 1162500ISHARES TRGL CLEAN ENE ETF46428822447938230SHSOLE 3823000ISHARES TRGLOB HLTHCRE ETF464287325155522614SHSOLE 2261400ISHARES TRIBOXX HI YD ETF4642885133564363SHSOLE 436300ISHARES TRJPMORGAN USD EMG46428828110909978SHSOLE 997800ISHARES TRMSCI EAFE ESG OP46435G51695815814SHSOLE 1581400ISHARES TRMSCI KLD400 SOC4642885709898378SHSOLE 837800ISHARES TRN AMER TECH ETF464287549508218204SHSOLE 1820400ISHARES TRNASDAQ BIOTECH464287556194114201SHSOLE 1420100ISHARES TRNATIONAL MUN ETF464288414278724150SHSOLE 2415000ISHARES TRRUS 1000 GRW ETF464287614597331117SHSOLE 3111700ISHARES TRRUS MD CP GR ETF4642874813232040SHSOLE 204000ISHARES TRS&P 500 VAL ETF4642874085905450SHSOLE 545000ISHARES TRS&P SML 600 GWT46428788713117720SHSOLE 772000ISHARES TRS&P US PFD STK4642886872818116SHSOLE 811600ISHARES TRSELECT DIVID ETF464287168628877902SHSOLE 7790200ISHARES TRSHORT TREAS BD464288679593553591SHSOLE 5359100ISHARES TRSHRT NAT MUN ETF46428815810259500SHSOLE 950000ISHARES TRTRS FLT RT BD46434V86074414800SHSOLE 1480000ISHARES TRULTR SH TRM BD46434V8784308495SHSOLE 849500ISHARES TRUSA MOMENTUM FCT46432F396241218409SHSOLE 1840900ISHARES TRUSA QUALITY FCTR46432F339137814370SHSOLE 1437000JOHNSON & JOHNSONCOM47816010412338771SHSOLE 877100LOCKHEED MARTIN CORPCOM539830109249681SHSOLE 68100MEDTRONIC PLCSHSG5960L1032482705SHSOLE 270500MERCK & CO INCCOM58933Y1052943798SHSOLE 379800MICROSOFT CORPCOM5949181049814820SHSOLE 482000Nestle S A F Sponsored AdrCommon6410694062502265SHSOLE 226500PEPSICO INCCOM7134481083502649SHSOLE 264900PHILIP MORRIS INTL INCCOM7181721096789678SHSOLE 967800PIMCO ETF TRACTIVE BD ETF72201R7752452195SHSOLE 219500PROCTER AND GAMBLE COCOM7427181095604684SHSOLE 468400SCHWAB STRATEGIC TRINTL EQTY ETF80852480554218214SHSOLE 1821400SCHWAB STRATEGIC TRSHT TM US TRES8085248622424691SHSOLE 469100SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247974588842SHSOLE 884200SCHWAB STRATEGIC TRUS TIPS ETF808524870262043649SHSOLE 4364900SOUTHERN COCOM84258710775814624SHSOLE 1462400SPDR GOLD TRUSTGOLD SHS78463V1079005376SHSOLE 537600SPDR S&P 500 ETF TRTR UNIT78462F10315194927SHSOLE 492700SPDR SER TRSPDR BLOOMBERG78468R6634995450SHSOLE 545000SPDR SERIES TRUSTNUV HGHYLD MUN78464A2842544500SHSOLE 450000Tencent Holdings F Sponsored AdrCommon88032Q1092333635SHSOLE 363500TESLA INCCOM88160R101605560SHSOLE 56000UNITEDHEALTH GROUP INCCOM91324P102245829SHSOLE 82900VANECK VECTORS ETF TRGOLD MINERS ETF92189F106152141470SHSOLE 4147000VANGUARD BD INDEX FD INCINTERMED TERM921937819342136710SHSOLE 3671000VANGUARD BD INDEX FD INCLONG TERM BOND921937793211418938SHSOLE 1893800VANGUARD BD INDEX FD INCSHORT TRM BOND921937827830199874SHSOLE 9987400VANGUARD BD INDEX FD INCTOTAL BND MRKT921937835417147219SHSOLE 4721900VANGUARD GROUPDIV APP ETF921908844681658162SHSOLE 5816200VANGUARD INDEX FDSGROWTH ETF92290873637264184395SHSOLE 18439500VANGUARD INDEX FDSMCAP GR IDXVIP922908538263215942SHSOLE 1594200VANGUARD INDEX FDSMCAP VL IDXVIP922908512216622630SHSOLE 2263000VANGUARD INDEX FDSMID CAP ETF92290862913888465SHSOLE 846500VANGUARD INDEX FDSREAL ESTATE ETF922908553225828755SHSOLE 2875500VANGUARD INDEX FDSS&P 500 ETF SHS922908363322111364SHSOLE 1136400VANGUARD INDEX FDSSM CP VAL ETF922908611186917480SHSOLE 1748000VANGUARD INDEX FDSSMALL CP ETF922908751210614452SHSOLE 1445200VANGUARD INDEX FDSSML CP GRW ETF9229085953951977SHSOLE 197700VANGUARD INDEX FDSTOTAL STK MKT92290876912538005SHSOLE 800500VANGUARD INDEX FDSVALUE ETF922908744708771165SHSOLE 7116500VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775117524677SHSOLE 2467700VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858253163887SHSOLE 6388700VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF9220428743997935SHSOLE 793500VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF9220428663906126SHSOLE 612600VANGUARD MALVERN FDSSTRM INFPROIDX922020805344368619SHSOLE 6861900VANGUARD MUN BD FD INCTAX EXEMPT BD9229077462544700SHSOLE 470000VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870860390429SHSOLE 9042900VANGUARD SCOTTSDALE FDSLG-TERM COR BD92206C813837478782SHSOLE 7878200VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1026278100929SHSOLE 10092900VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4099022109151SHSOLE 10915100VANGUARD STAR FDVG TL INTL STK F92190976810529214141SHSOLE 21414100VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385898225303SHSOLE 2530300VANGUARD WHITEHALL FDS INCEMERG MKT BD ETF9219468855386923SHSOLE 692300VANGUARD WHITEHALL FDS INCHIGH DIV YLD92194640617605223472SHSOLE 22347200VANGUARD WORLD FDESG INTL STK ETF921910725152031600SHSOLE 3160000VANGUARD WORLD FDESG US STK ETF921910733164029075SHSOLE 2907500VANGUARD WORLD FDMEGA GRWTH IND9219108167754741SHSOLE 474100VANGUARD WORLD FDSHEALTH CAR ETF92204A504319316574SHSOLE 1657400VANGUARD WORLD FDSINF TECH ETF92204A7021073438512SHSOLE 3851200VERIZON COMMUNICATIONS INCCOM92343V1043005439SHSOLE 543900WALMART INCCOM9311421039688085SHSOLE 808500