$173 Million is the total value of LFA - Lugano Financial Advisors SA's 119 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CBON | Exit | VANECK ETF TRUSTchina bond etf | $0 | – | -830 | -100.0% | -0.01% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -713 | -100.0% | -0.03% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -456 | -100.0% | -0.03% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -663 | -100.0% | -0.05% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -931 | -100.0% | -0.20% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -3,634 | -100.0% | -0.21% | – |
| MNA | Exit | INDEXIQ ETF TRiq mrgr arb etf | $0 | – | -184,401 | -100.0% | -3.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P500 ETF Trust | 21 | Q3 2023 | 19.1% |
| ISHARES TR | 21 | Q3 2023 | 7.4% |
| Iq Hedge Multi-Strat Tracker | 21 | Q3 2023 | 5.7% |
| SPDR INDEX SHS FDS | 21 | Q3 2023 | 8.0% |
| Vanguard S/T Corp Bond Etf | 21 | Q3 2023 | 13.8% |
| ISHARES TR | 21 | Q3 2023 | 8.1% |
| ISHARES TR | 21 | Q3 2023 | 3.8% |
| ISHARES TR | 21 | Q3 2023 | 3.6% |
| iShares US Preferred Stock ETF | 21 | Q3 2023 | 3.1% |
| SPDR SER TR | 21 | Q3 2023 | 2.4% |
View LFA - Lugano Financial Advisors SA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-20 |
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.