0001727593-22-000004.txt : 20220112 0001727593-22-000004.hdr.sgml : 20220112 20220112164306 ACCESSION NUMBER: 0001727593-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220112 DATE AS OF CHANGE: 20220112 EFFECTIVENESS DATE: 20220112 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: 22527015 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 12-31-2021 12-31-2021 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 01-12-2022 0 114 401316 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3m CoVUG92290873662964196211SHSOLE 19621100Aberdeen Std Gold ETF TR Physical Swiss Gold SharesVYM92194640636553326050SHSOLE 32605000Alphabet Inc. Class AVXUS92190976822837359244SHSOLE 35924400Amazon.com Inc.VCSH92206C40918003221551SHSOLE 22155100Amgen Inc.VGT92204A7021689536876SHSOLE 3687600Annaly Capital Mgmt ReitVTV9229087441312289201SHSOLE 8920100Apple Inc.VCIT92206C87012077130199SHSOLE 13019900Arista Networks IncBSV92193782711743145276SHSOLE 14527600Asml Hldgs Nv F Sponsored AdrIXUS46432F8349782137898SHSOLE 13789800Berkshire Hathaway Inc. New ComVCLT92206C813908985879SHSOLE 8587900Caterpillar Inc. Common StockDVY464287168907374013SHSOLE 7401300Cisco Systems Inc.VIG921908844872950822SHSOLE 5082200CVS Health Corporation Common SIAU4642851058506244361SHSOLE 24436100Duke Energy Corporation (HoldinVGSH92206C1027819128546SHSOLE 12854600Edwards LifesciencesSHV464288679665560272SHSOLE 6027200Gabelli Equity CfVHT92204A504625623482SHSOLE 2348200Goldman Sachs Active Beta USIWF464287614614320102SHSOLE 2010200GoogleAAPL037833100583032832SHSOLE 3283200Honeywell Intl IncIGM464287549515111733SHSOLE 1173300Intel CorporationVBR922908611488927335SHSOLE 2733500Invesco Qqq TrustBND921937835487257490SHSOLE 5749000Ishares California Muni BondQQQ73935A104476011965SHSOLE 1196500iShares Cohen & Steers REITVB922908751450919950SHSOLE 1995000iShares Core MSCI Total IntlBIV921937819395845177SHSOLE 4517700iShares Core S&P Small-CapVOO92290836338648850SHSOLE 885000Ishares Core Us Growth EtfVTIP922020805379973901SHSOLE 7390100iShares Edge MSCI USA QualityVOT922908538352413840SHSOLE 1384000Ishares Esg Msci Eafe EtfSCHD808524797344942667SHSOLE 4266700Ishares Esg Msci Em Etf IvVWO922042858339768674SHSOLE 6867400Ishares Global Clean Energy EtfVNQ922908553334228806SHSOLE 2880600iShares Global Healthcare ETFVOE922908512311420717SHSOLE 2071700ishares Gold TrustESGV921910733302634424SHSOLE 3442400iShares J.P. Morgan USDVO922908629296411634SHSOLE 1163400iShares KLD 400 Social IndexSCHP808524870292746543SHSOLE 4654300iShares MSCI EAFE Growth ETFVSGX921910725271943835SHSOLE 4383500Ishares MSCI Global GoldMUB464288414250821571SHSOLE 2157100Ishares MSCI UDA ESGANET040413106247317200SHSOLE 1720000Ishares Msci Usa Esg Select EtfAMZN0231351062357707SHSOLE 70700iShares Nasdaq BiotechnologySPY78462F10321834597SHSOLE 459700Ishares National Muni Bond EtfIJT464287887203914691SHSOLE 1469100Ishares Preferred Income SecESGD46435G516193524351SHSOLE 2435100iShares Russell 1000 GrowthIXJ464287325193521418SHSOLE 2141800Ishares Russell Mid CapIBB464287556190712495SHSOLE 1249500iShares S&P 500 IndexMSFT59491810418755576SHSOLE 557600ISHARES S&P GSTIESGU46435G425184717116SHSOLE 1711600iShares S&P SmallCap 600BLV921937793173516860SHSOLE 1686000iShares Select Dividend ETFDSI464288570158617066SHSOLE 1706600Ishares Short Term Ntnl MunMTUM46432F39615248381SHSOLE 838100Ishares Short Treasury BondESGE46434G863150237797SHSOLE 3779700Ishares Ultra Short Term BondICF464287564149919708SHSOLE 1970800J P Morgan Chase & CoIUSG464287671148512842SHSOLE 1284200Johnson & Johnson CommonJNJ47816010414518484SHSOLE 848400Lockheed Martin CorpVTI92290876913735686SHSOLE 568600Medtronic plc. Ordinary SharesVEA921943858133026057SHSOLE 2605700Merck & Company Inc.QUAL46432F33911487890SHSOLE 789000Microsoft CorporationEMB46428828110699805SHSOLE 980500Nestle S A F SponsoredGDX92189F106106033090SHSOLE 3309000Nuveen Esg Large Cap GrowthSUB46428815810209500SHSOLE 950000Nuveen Esg Small Cap EtfGLD78463V10710095903SHSOLE 590300Pepsico Inc. Common StockWMT9311421039786762SHSOLE 676200Philip Morris International IncSO84258710795913982SHSOLE 1398200Powershares MomentumGOOGL02079K305944326SHSOLE 32600Procter & Gamble CompanyICLN46428822485640430SHSOLE 4043000Public Storage IncEW28176E1088376461SHSOLE 646100Rio Tinto Plc F SponsoredPM7181721098178605SHSOLE 860500Schwab High Dividend ETFVEU92204277575912393SHSOLE 1239300Schwab International Equity EtfCAT1491231017393574SHSOLE 357400Schwab Internatnal Small CapIVV4642872007351540SHSOLE 154000Schwab Us Tips EtfPG7427181097324477SHSOLE 447700Southern CoIJR4642878047196278SHSOLE 627800Spdr Bloomberg Barclays 1-3SGOL00326A10469739680SHSOLE 3968000SPDR Gold Shares (GLD)MGK9219108166612535SHSOLE 253500SPDR Nuveen S&P High YieldVTEB92290774665311898SHSOLE 1189800SPDR S&P 500CVS1266501005785606SHSOLE 560600Tencent Holdings FVGK9220428745528085SHSOLE 808500Unity Software IncNUSC67092P60753412718SHSOLE 1271800VanEck Vectors Gold MinersCSCO17275R1025328400SHSOLE 840000Vanguard DividendNULG67092P2015067383SHSOLE 738300Vanguard Emerging MarketsVPL9220428664605894SHSOLE 589400Vanguard Esg InternationalBRKB0846707024561525SHSOLE 152500Vanguard Esg U.S. Stock EtfVWOB9219468854505791SHSOLE 579100Vanguard Ftse All World Ex UsDUK26441C2044364160SHSOLE 416000Vanguard FTSE DevelopedPEP7134481084192414SHSOLE 241400Vanguard Ftse EmergingINTC4581401004117975SHSOLE 797500Vanguard Ftse Europe EtfCMF4642883564106576SHSOLE 657600Vanguard Ftse Pacific EtfIWP4642874814033500SHSOLE 350000Vanguard Growth EtfRING46428633535913327SHSOLE 1332700Vanguard Health Care EtfSUSA4642888023563346SHSOLE 334600Vanguard High Dividend YieldSCHF8085248053418776SHSOLE 877600Vanguard InformationAMGN0311621003371496SHSOLE 149600Vanguard Intermediate TermVPU92204A8763322124SHSOLE 212400Vanguard Interm-Tm Corp BdEFG4642888853302995SHSOLE 299500Vanguard Long-term Bond EtfICSH46434V8783286500SHSOLE 650000Vanguard Long-Term CorpGSLC3814305033233394SHSOLE 339400Vanguard Mega Cap Growth EtfNSRGY6410694063142235SHSOLE 223500Vanguard Mid-Cap ETFGOOG02079K107310107SHSOLE 10700Vanguard Mid-Cap Growth ETFPFF4642886873097829SHSOLE 782900Vanguard Mid-Cap Value ETFPFE7170811032995057SHSOLE 505700Vanguard Real Estate EtfMDTG5960L1032942843SHSOLE 284300Vanguard S&p 500 EtfPSA74460D109282752SHSOLE 75200Vanguard Short Term BondMMM88579Y1012811580SHSOLE 158000Vanguard Short Term TreasuryASMLN07059210279350SHSOLE 35000Vanguard Short-Term Corp BdMRK58933Y1052743569SHSOLE 356900Vanguard Short-Term Infl-ProtHYMB78464A2842704500SHSOLE 450000Vanguard Small Cap ETFSCHC8085248882706590SHSOLE 659000Vanguard Small-Cap Value ETFVZ92343V1042665114SHSOLE 511400Vanguard Tax-Exempt BondXOM30231G1022574208SHSOLE 420800Vanguard Total Bond MarketHON4385161062561229SHSOLE 122900Vanguard Total InternationalBIL78468R6632472700SHSOLE 270000Vanguard Total Stock MarketNLY03571040922328500SHSOLE 2850000Vanguard Utilities EtfSHE78468R7472122078SHSOLE 207800Vanguard Value ETFTCEHY88032Q1092043500SHSOLE 350000Verizon CommunicationsRIO7672041002013000SHSOLE 300000Walmart IncGAB36239710113919308SHSOLE 1930800