UBP Investment Advisors SA at 2022-09-30

Filling information for UBP Investment Advisors SA as Treemap, investor disclosed 80 total holdings based on 2022-09-30 SEC fillings. A list of the exposed holdings

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Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
78467V707 78467V707 SSGA ACTIVE ETF TR ULT SHT TRM BD 2200 55067
46431W507 46431W507 ISHARES U S ETF TR BLACKROCK ST MAT 9470 192152
464287242 464287242 ISHARES TR IBOXX INV CP ETF 480 4700
92206C813 92206C813 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 4270 58257
482480100 482480100 KLA CORP COM NEW 410 1353
464287457 464287457 ISHARES TR 1 3 YR TREAS BD 4400 54217
539830109 539830109 LOCKHEED MARTIN CORP COM 390 1022
46434V738 46434V738 ISHARES TR CORE MSCI EURO 770 19500
512807108 512807108 LAM RESEARCH CORP COM 440 1204
46625H100 46625H100 JPMORGAN CHASE & CO COM 1350 12959
26875P101 26875P101 EOG RES INC COM 370 3283
921937835 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 2070 29050
20825C104 20825C104 CONOCOPHILLIPS COM 910 8907
46429B671 46429B671 ISHARES TR MSCI CHINA ETF 970 22824
464286392 464286392 ISHARES INC MSCI WORLD ETF 4270 42701
464286251 464286251 ISHARES INC JP MRG EM CRP BD 230 5558
670346105 670346105 NUCOR CORP COM 810 7573
617446448 617446448 MORGAN STANLEY COM NEW 1590 20150
166764100 166764100 CHEVRON CORP NEW COM 830 5749
46138J668 46138J668 INVESCO EXCH TRD SLF IDX FD BULLSHS 23 USD 840 36371
192446102 192446102 COGNIZANT TECHNOLOGY SOLUTIO CL A 770 13445
037833100 037833100 APPLE INC COM 1680 12148
437076102 437076102 HOME DEPOT INC COM 1880 6801
78468R663 78468R663 SPDR SER TR BLOOMBERG 1-3 MO 9160 99973
64110D104 64110D104 NETAPP INC COM 430 6891
127097103 127097103 COTERRA ENERGY INC COM 760 29190
026874784 026874784 AMERICAN INTL GROUP INC COM NEW 820 17172
778296103 778296103 ROSS STORES INC COM 1000 11869
03990B101 03990B101 ARES MANAGEMENT RG -A- CL A COM STK 740 12007
892356106 892356106 TRACTOR SUPPLY CO COM 990 5323
876030107 876030107 TAPESTRY INC COM 410 14333
770323103 770323103 ROBERT HALF INTL INC COM 860 11213
464287200 464287200 ISHARES TR CORE S&P500 ETF 1340 3750
30231G102 30231G102 EXXON MOBIL CORP COM 910 10439
922042742 922042742 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 8190 103891
37959E102 37959E102 GLOBE LIFE INC COM 450 4559
92206C706 92206C706 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 250 4351
717081103 717081103 PFIZER INC COM 830 18981
679580100 679580100 OLD DOMINION FREIGHT LINE IN COM 960 3869
46429B598 46429B598 ISHARES TR MSCI INDIA ETF 3330 81628
883203101 883203101 TEXTRON INC COM 440 7571
33739P202 33739P202 FIRST TR EXCH TRADED FD III EME MRK BD ETF 250 10300
17275R102 17275R102 CISCO SYS INC COM 440 11020
751212101 751212101 RALPH LAUREN CORP CL A 380 4464
03743Q108 03743Q108 APA CORPORATION COM 360 10541
723787107 723787107 PIONEER NAT RES CO COM 780 3621
464286517 464286517 ISHARES INC JP MORGAN EM ETF 7240 224214
172062101 172062101 CINCINNATI FINL CORP COM 320 3522
921946885 921946885 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 280 4906
78468R200 78468R200 SPDR SER TR BLOOMBERG INVT 16040 529152
35671D857 35671D857 FREEPORT-MCMORAN INC CL B 700 25445
09260D107 09260D107 BLACKSTONE INC COM 620 7375
45409B107 45409B107 INDEXIQ ETF TR HEDGE MLTI ETF 11070 399035
831865209 831865209 SMITH A O CORP COM 810 16681
03769M106 03769M106 APOLLO GLOBAL MGMT INC COM 620 13338
125269100 125269100 CF INDS HLDGS INC COM 980 10203
92206C409 92206C409 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 260 3504
464288281 464288281 ISHARES TR JPMORGAN USD EMG 6540 82380
74251V102 74251V102 PRINCIPAL FINANCIAL GROUP IN COM 490 6829
922042858 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 390 10731
46431W598 46431W598 ISHARES U S ETF TR BLOOMBERG ROLL 4420 80411
464287390 464287390 ISHARES TR LATN AMER 40 ETF 2320 97835
00326A104 00326A104 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 11120 698449
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 2490 6970
595112103 595112103 MICRON TECHNOLOGY INC COM 680 13574
48251W104 48251W104 KKR & CO INC COM 620 14409
46429B267 46429B267 ISHARES TR US TREAS BD ETF 7000 307586
464286178 464286178 ISHARES INC US INTL HGH YLD 4230 108763
464287234 464287234 ISHARES TR MSCI EMG MKT ETF 13010 372886
25179M103 25179M103 DEVON ENERGY CORP NEW COM 400 6625
58933Y105 58933Y105 MERCK & CO INC COM 470 5419
05722G100 05722G100 BAKER HUGHES A GE COMPANY -A- CL A 260 12471
78464A656 78464A656 SPDR SER TR PORTFOLIO AGRGTE 13620 537012
902494103 902494103 TYSON FOODS INC CL A 740 11260
302130109 302130109 EXPEDITORS INTL WASH INC COM 370 4151
872590104 872590104 T-MOBILE US INC COM 8100 60400
038222105 038222105 APPLIED MATERIALS INC COM 430 5211
61945C103 61945C103 MOSAIC CO NEW COM 830 17108
92189H805 92189H805 VANECK ETF TRUST RARE EARTH/STRTG 770 9189
91324P102 91324P102 UNITEDHEALTH GROUP INC COM 460 907

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