| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P500 ETF Trust | 24 | Q2 2024 | 19.1% |
| ISHARES TR | 24 | Q2 2024 | 7.4% |
| Iq Hedge Multi-Strat Tracker | 24 | Q2 2024 | 5.7% |
| SPDR INDEX SHS FDS | 24 | Q2 2024 | 8.0% |
| Vanguard S/T Corp Bond Etf | 24 | Q2 2024 | 13.8% |
| ISHARES TR | 24 | Q2 2024 | 3.6% |
| iShares US Preferred Stock ETF | 24 | Q2 2024 | 3.1% |
| SPDR SER TR | 24 | Q2 2024 | 2.4% |
| MICROSOFT CORP | 24 | Q2 2024 | 1.9% |
| Vanguard Total Intl Bond Etf | 24 | Q2 2024 | 3.0% |
View LFA - Lugano Financial Advisors SA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| N-PX | 2024-07-15 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-29 |
View LFA - Lugano Financial Advisors SA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.