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
Product description
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 |