13F Filings for LFA - Lugano Financial Advisors SA (CIK: 1737871)
View the most recent portfolio holdings disclosed by LFA - Lugano Financial Advisors SA in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 39.81K | $24.59M | 14.57% | Decreased | 2.70K (6.0%, $815.03K) |
ESGD - ISHARES TR(Class: ESG AW MSCI EAFE) | 229.55K | $20.48M | 12.14% | New | 229.55K ($20.48M) |
SUSB - ISHARES TR(Class: ESG AWRE 1 5 YR) | 457.11K | $11.42M | 6.77% | Increased | 218.16K (91.0%, $5.45M) |
GLD - SPDR GOLD TR(Class: GOLD SHS) | 28.80K | $8.78M | 5.20% | Increased | 1.53K (5.0%, $922.05K) |
IGIB - ISHARES TR(Class: ISHS 5-10YR INVT) | 88.19K | $4.66M | 2.76% | Decreased | 623 (0.0%, $1.28K) |
SDVY - FIRST TR EXCHANGE-TRADED FD(Class: SMID RISNG ETF) | 126.94K | $4.48M | 2.65% | Decreased | 64.32K (33.0%, $1.93M) |
VWOB - VANGUARD WHITEHALL FDS(Class: EM MK GOV BD ETF) | 68.06K | $4.40M | 2.61% | Decreased | 2.90K (4.0%, $155.43K) |
FTLS - FIRST TR EXCH TRADED FD III(Class: LNG/SHT EQUITY) | 64.28K | $4.26M | 2.52% | Increased | 6.50K (11.0%, $557.82K) |
TLH - ISHARES TR(Class: 10-20 YR TRS ETF) | 40.68K | $4.10M | 2.43% | Decreased | 990 (2.0%, $220.25K) |
IBND - SPDR SERIES TRUST(Class: BLOOMBERG INTL) | 124.43K | $4.04M | 2.39% | New | 124.43K ($4.04M) |
VCSH - VANGUARD SCOTTSDALE FDS(Class: SHRT TRM CORP BD) | 48.01K | $3.79M | 2.24% | Decreased | 1.56K (3.0%, $124.22K) |
IBDU - ISHARES TR(Class: IBONDS DEC 29) | 156.30K | $3.62M | 2.14% | Increased | 12.33K (8.0%, $287.96K) |
QAI - NEW YORK LIFE INVESTMENTS ET(Class: NYLI HEDGE MULTI) | 103.14K | $3.33M | 1.98% | Increased | 13.39K (14.0%, $523.57K) |
MSFT - MICROSOFT CORP(Class: COM) | 6.47K | $3.22M | 1.91% | Increased | 310 (5.0%, $905.96K) |
VGIT - VANGUARD SCOTTSDALE FDS(Class: INTER TERM TREAS) | 54K | $3.21M | 1.90% | Decreased | 13.21K (19.0%, $783.43K) |
FEZ - SPDR INDEX SHS FDS(Class: EURO STOXX 50) | 53.60K | $3.20M | 1.90% | Increased | 1.79K (3.0%, $382.48K) |
SJNK - SPDR SERIES TRUST(Class: BLOOMBERG SHT TE) | 113.95K | $2.87M | 1.70% | Decreased | 960 (0.0%, $21.92K) |
IEF - ISHARES TR(Class: 7-10 YR TRSY BD) | 28.86K | $2.75M | 1.63% | Unchanged | |
CIBR - FIRST TR EXCHANGE TRADED FD(Class: NASDAQ CYB ETF) | 36.19K | $2.73M | 1.62% | Decreased | 36.23K (50.0%, $1.83M) |
SHV - ISHARES TR(Class: SHORT TREAS BD) | 24.89K | $2.73M | 1.62% | Increased | 2.45K (10.0%, $250.96K) |
AMZN - AMAZON COM INC(Class: COM) | 12.03K | $2.64M | 1.56% | Decreased | 10 (0.0%, $348.47K) |
IBDT - ISHARES TR(Class: IBDS DEC28 ETF) | 91.37K | $2.30M | 1.37% | Increased | 3.30K (3.0%, $80.12K) |
SHY - ISHARES TR(Class: 1 3 YR TREAS BD) | 23.37K | $1.92M | 1.14% | Decreased | 1.41K (5.0%, $125.68K) |
QLTA - ISHARES TR(Class: A RATE CP BD ETF) | 39.59K | $1.88M | 1.11% | Decreased | 42.15K (51.0%, $2M) |
EFA - ISHARES TR(Class: MSCI EAFE ETF) | 19.22K | $1.72M | 1.02% | Decreased | 359 (1.0%, $117.88K) |