$132 Million is the total value of LFA - Lugano Financial Advisors SA's 111 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TLH | New | ISHARES TR10-20 yr trs etf | $5,077,902 | – | 44,333 | +100.0% | 3.84% | – |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $100,543 | – | 1,095 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-09
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.