LFA - Lugano Financial Advisors SA at 2023-03-31

Filling information for LFA - Lugano Financial Advisors SA as Treemap, investor disclosed 111 total holdings based on 2023-03-31 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
464288802 464288802 ISHARES TR MSCI USA ESG SLC 1812275 20648
37954Y814 37954Y814 GLOBAL X FDS FINTECH ETF 54132 2600
78468R408 78468R408 SPDR SER TR BLOOMBERG SHT TE 3164119 127380
92206C409 92206C409 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 4340231 56936
464288240 464288240 ISHARES TR MSCI ACWI EX US 35309 724
464286178 464286178 ISHARES INC US INTL HGH YLD 147729 3450
742718109 742718109 PROCTER AND GAMBLE CO COM 48622 327
46090F100 46090F100 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 6186567 435061
46434G863 46434G863 ISHARES INC ESG AWR MSCI EM 4420736 140430
92206C870 92206C870 VANGUARD SCOTTSDALE FDS INT-TERM CORP 5585799 69631
46429B291 46429B291 ISHARES TR A RATE CP BD ETF 2300626 48090
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 18597769 45428
487836108 487836108 KELLOGG CO COM 79013 1180
46435U440 46435U440 ISHARES TR USD GRN BOND ETF 280613 5959
46137V407 46137V407 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 51074 1040
464288182 464288182 ISHARES TR MSCI AC ASIA ETF 20157 297
464287812 464287812 ISHARES TR US CONSM STAPLES 1465536 7356
78468R663 78468R663 SPDR SER TR BLOOMBERG 1-3 MO 100543 1095
617446448 617446448 MORGAN STANLEY COM NEW 54875 625
45409B107 45409B107 INDEXIQ ETF TR HEDGE MLTI ETF 5773006 197638
78463X855 78463X855 SPDR INDEX SHS FDS S&P GBLINF ETF 18084 332
02079K305 02079K305 ALPHABET INC CAP STK CL A 109228 1053
98850P109 98850P109 YUM CHINA HLDGS INC COM 105608 1666
92189F353 92189F353 VANECK ETF TRUST EMERGING MRKT HI 64138 3482
46138G870 46138G870 INVESCO EXCH TRADED FD TR II VAR RATE PFD 342816 15477
594918104 594918104 MICROSOFT CORP COM 1678771 5823
464286806 464286806 ISHARES INC MSCI GERMANY ETF 85323 2998
31620M106 31620M106 FIDELITY NATL INFORMATION SV COM 123057 2265
464287440 464287440 ISHARES TR 7-10 YR TRSY BD 5864534 59166
46428Q109 46428Q109 ISHARES SILVER TR ISHARES 28999 1311
33739P103 33739P103 FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 8134884 160104
83088M102 83088M102 SKYWORKS SOLUTIONS INC COM 99575 844
46434V886 46434V886 ISHARES TR HDG MSCI JAPAN 316611 10963
922042874 922042874 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 95692 1570
00287Y109 00287Y109 ABBVIE INC COM 77773 488
464288224 464288224 ISHARES TR GL CLEAN ENE ETF 2791729 141139
88160R101 88160R101 TESLA INC COM 89000 429
25746U109 25746U109 DOMINION ENERGY INC COM 194902 3486
88579Y101 88579Y101 3M CO COM 13349 127
023135106 023135106 AMAZON COM INC COM 1487789 14404
478160104 478160104 JOHNSON & JOHNSON COM 117335 757
37954Y707 37954Y707 GLOBAL X FDS RENEWABLE ENERGY 634876 51241
90353T100 90353T100 UBER TECHNOLOGIES INC COM 88063 2778
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 507390 1581
33734X846 33734X846 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 3370709 78847
233051879 233051879 DBX ETF TR XTRACK HRVST CSI 3971457 134717
46137V134 46137V134 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 202050 5000
172967424 172967424 CITIGROUP INC COM NEW 91670 1955
921937835 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 564652 7648
464288687 464288687 ISHARES TR PFD AND INCM SEC 204429 6548
33735T109 33735T109 FIRST TR STOXX EUROPEAN SELE COMMON SHS 97193 8332
464288661 464288661 ISHARES TR 3 7 YR TREAS BD 3697622 31429
969904101 969904101 WILLIAMS SONOMA INC COM 185045 1521
30303M102 30303M102 META PLATFORMS INC CL A 123561 583
72201R643 72201R643 PIMCO ETF TR ENHANCD SHORT 9672 9900
92189F486 92189F486 VANECK ETF TRUST IG FLOATING RATE 33809 1354
110122108 110122108 BRISTOL-MYERS SQUIBB CO COM 59815 863
46435G532 46435G532 ISHARES TR MSCI GBL SUS DEV 98988 1250
92206C813 92206C813 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 1379555 17305
949746101 949746101 WELLS FARGO CO NEW COM 79657 2131
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 49403 160
46138E651 46138E651 INVESCO EXCH TRADED FD TR II GLOBAL WATER 402165 11497
78468R788 78468R788 SPDR SER TR PRTFLO S&P500 HI 126046 3317
37954Y871 37954Y871 GLOBAL X FDS GLOBAL X URANIUM 8670 435
33734X176 33734X176 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 55751 530
874039100 874039100 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1484971 15964
126650100 126650100 CVS HEALTH CORP COM 111316 1498
654106103 654106103 NIKE INC CL B 19377 158
79466L302 79466L302 SALESFORCE INC COM 131855 660
46138G508 46138G508 INVESCO EXCH TRADED FD TR II SR LN ETF 126152 6065
464288281 464288281 ISHARES TR JPMORGAN USD EMG 6259959 72554
464288653 464288653 ISHARES TR 10-20 YR TRS ETF 5077902 44333
003057106 003057106 ABRDN INCOME CREDIT STRATEGI COM 42908 6433
22160K105 22160K105 COSTCO WHSL CORP NEW COM 70059 141
67066G104 67066G104 NVIDIA CORPORATION COM 166662 600
92203J407 92203J407 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 1151332 23535
78463V107 78463V107 SPDR GOLD TR GOLD SHS 3593311 19612
46435G334 46435G334 ISHARES TR MSCI UK ETF NEW 302050 9363
46137V589 46137V589 INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 2802684 277219
464287457 464287457 ISHARES TR 1 3 YR TREAS BD 3630157 44184
464287465 464287465 ISHARES TR MSCI EAFE ETF 1542686 21570
33739P855 33739P855 FIRST TR EXCH TRADED FD III INSTL PFD SECS 402000 24000
464286749 464286749 ISHARES INC MSCI SWITZERLAND 298251 6581
437076102 437076102 HOME DEPOT INC COM 53417 181
464288513 464288513 ISHARES TR IBOXX HI YD ETF 206705 2736
806857108 806857108 SCHLUMBERGER LTD COM STK 476221 9699
17275R102 17275R102 CISCO SYS INC COM 52 1
06746P555 06746P555 BARCLAYS BANK PLC ETN LKD 48 22225 1068
374396406 374396406 GEVO INC COM PAR 2310 1500
37954Y780 37954Y780 GLOBAL X FDS INTERNET OF THNG 60902 1830
464287226 464287226 ISHARES TR CORE US AGGBD ET 61777 620
219350105 219350105 CORNING INC COM 12172 345
09062X103 09062X103 BIOGEN INC COM 103149 371
53656F185 53656F185 LISTED FD TR MORGAN CREEK EXO 3268495 129062
78463X202 78463X202 SPDR INDEX SHS FDS EURO STOXX 50 2970135 66150
855244109 855244109 STARBUCKS CORP COM 71850 690
852234103 852234103 BLOCK INC CL A 7895 115
032108607 032108607 AMPLIFY ETF TR BLOCKCHAIN LDR 23220 1200
97717X701 97717X701 WISDOMTREE TR EUROPE HEDGED EQ 42009 511
037833100 037833100 APPLE INC COM 117904 715
37954Y673 37954Y673 GLOBAL X FDS US INFR DEV ETF 32262 1138
74348A608 74348A608 PROSHARES TR SHT 7-10 YR TR 140105 5028
78467X109 78467X109 SPDR DOW JONES INDL AVERAGE UT SER 1 242813 730
58933Y105 58933Y105 MERCK & CO INC COM 118731 1116
78464A334 78464A334 SPDR SER TR BLOOMBERG SHORT 195171 7157
00206R102 00206R102 AT&T INC COM 19 1
67092P409 67092P409 NUSHARES ETF TR NUVEEN ESG MIDCP 1172285 30664
464288737 464288737 ISHARES TR GLB CNSM STP ETF 890841 14380
464287234 464287234 ISHARES TR MSCI EMG MKT ETF 725156 18377
78464A359 78464A359 SPDR SER TR BBG CONV SEC ETF 1500624 22374
97717W851 97717W851 WISDOMTREE TR JAPN HEDGE EQT 26874 380

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