0000919574-19-003444.txt : 20190515
0000919574-19-003444.hdr.sgml : 20190515
20190514183417
ACCESSION NUMBER: 0000919574-19-003444
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190515
DATE AS OF CHANGE: 20190514
EFFECTIVENESS DATE: 20190515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LGL PARTNERS, LLC
CENTRAL INDEX KEY: 0001653202
IRS NUMBER: 000000000
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17168
FILM NUMBER: 19824363
BUSINESS ADDRESS:
STREET 1: ONE TOWER BRIDGE, 100 FRONT STREET
STREET 2: SUITE 1300
CITY: WEST CONSHOHOCKEN
STATE: PA
ZIP: 19428
BUSINESS PHONE: 610-545-6100
MAIL ADDRESS:
STREET 1: ONE TOWER BRIDGE, 100 FRONT STREET
STREET 2: SUITE 1300
CITY: WEST CONSHOHOCKEN
STATE: PA
ZIP: 19428
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001653202
XXXXXXXX
03-31-2019
03-31-2019
false
LGL PARTNERS, LLC
One Tower Bridge, 100 Front Street
Suite 1300
West Conshohocken
PA
19428
13F HOLDINGS REPORT
028-17168
N
Christopher L. Fagley
Chief Operations Officer
610-545-6150
/s/ Christopher L. Fagley
West Conshohocken
PA
05-14-2019
0
108
263821
INFORMATION TABLE
2
infotable.xml
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
1400
7676
SH
SOLE
0
0
7676
ALPHABET INC
CAP STK CL A
02079K305
1525
1296
SH
SOLE
0
0
1296
ALPHABET INC
CAP STK CL C
02079K107
402
343
SH
SOLE
0
0
343
AMAZON COM INC
COM
023135106
2226
1250
SH
SOLE
0
0
1250
AMERICAN EXPRESS CO
COM
025816109
395
3611
SH
SOLE
0
0
3611
AMERICAN TOWER CORP NEW
COM
03027X100
325
1650
SH
SOLE
0
0
1650
APPLE INC
COM
037833100
4633
24389
SH
SOLE
0
0
24389
BANK AMER CORP
COM
060505104
413
14972
SH
SOLE
0
0
14972
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
734
32372
SH
SOLE
0
0
32372
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1034
5145
SH
SOLE
0
0
5145
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
602
2
SH
SOLE
0
0
2
BIOGEN INC
COM
09062X103
265
1123
SH
SOLE
0
0
1123
BOOKING HLDGS INC
COM
09857L108
258
148
SH
SOLE
0
0
148
BOSTON BEER INC
CL A
100557107
265
900
SH
SOLE
0
0
900
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
270
3105
SH
SOLE
0
0
3105
CALAVO GROWERS INC
COM
128246105
3471
41400
SH
SOLE
0
0
41400
CISCO SYS INC
COM
17275R102
689
12771
SH
SOLE
0
0
12771
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
223
3080
SH
SOLE
0
0
3080
DISNEY WALT CO
COM DISNEY
254687106
469
4225
SH
SOLE
0
0
4225
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
1161
75517
SH
SOLE
0
0
75517
ENTERPRISE PRODS PARTNERS L
COM
293792107
1029
35373
SH
SOLE
0
0
35373
FACEBOOK INC
CL A
30303M102
637
3820
SH
SOLE
0
0
3820
GLOBAL X FDS
GLBL X MLP ETF
37950E473
162
18208
SH
SOLE
0
0
18208
GOLDMAN SACHS GROUP INC
COM
38141G104
240
1250
SH
SOLE
0
0
1250
HANNON ARMSTRONG SUST INFR C
COM
41068X100
231
9000
SH
SOLE
0
0
9000
HOME DEPOT INC
COM
437076102
294
1530
SH
SOLE
0
0
1530
INTEL CORP
COM
458140100
409
7619
SH
SOLE
0
0
7619
INTERNATIONAL BUSINESS MACHS
COM
459200101
241
1710
SH
SOLE
0
0
1710
INVESCO DB COMMDY INDX TRCK
UNIT
46138B103
6200
389947
SH
SOLE
0
0
389947
INVESCO EXCHNG TRADED FD TR
SR LN ETF
46138G508
1223
54016
SH
SOLE
0
0
54016
INVESCO EXCHNG TRADED FD TR
PFD ETF
46138E511
2241
154533
SH
SOLE
0
0
154533
INVESCO QQQ TR
UNIT SER 1
46090E103
4719
26267
SH
SOLE
0
0
26267
ISHARES GOLD TRUST
ISHARES
464285105
248
20000
SH
SOLE
0
0
20000
ISHARES INC
CORE MSCI EMKT
46434G103
13754
265992
SH
SOLE
0
0
265992
ISHARES INC
MSCI SWITZERLAND
464286749
299
8462
SH
SOLE
0
0
8462
ISHARES INC
MSCI EURZONE ETF
464286608
218
5642
SH
SOLE
0
0
5642
ISHARES TR
CORE S&P SCP ETF
464287804
19123
247869
SH
SOLE
0
0
247869
ISHARES TR
NATIONAL MUN ETF
464288414
7195
64709
SH
SOLE
0
0
64709
ISHARES TR
PFD AND INCM SEC
464288687
1182
32328
SH
SOLE
0
0
32328
ISHARES TR
RUS 1000 GRW ETF
464287614
394
2605
SH
SOLE
0
0
2605
ISHARES TR
IBOXX HI YD ETF
464288513
1346
15569
SH
SOLE
0
0
15569
ISHARES TR
EUROPE ETF
464287861
272
6271
SH
SOLE
0
0
6271
ISHARES TR
RUS MID CAP ETF
464287499
465
8624
SH
SOLE
0
0
8624
ISHARES TR
MSCI AC ASIA ETF
464288182
4488
63485
SH
SOLE
0
0
63485
ISHARES TR
CORE S&P MCP ETF
464287507
23520
124180
SH
SOLE
0
0
124180
ISHARES TR
MSCI EAFE ETF
464287465
17298
266690
SH
SOLE
0
0
266690
ISHARES TR
RUSSELL 2000 ETF
464287655
2079
13577
SH
SOLE
0
0
13577
ISHARES TR
S&P 100 ETF
464287101
6555
52325
SH
SOLE
0
0
52325
ISHARES TR
SELECT DIVID ETF
464287168
9044
92121
SH
SOLE
0
0
92121
ISHARES TR
NASDAQ BIOTECH
464287556
233
2082
SH
SOLE
0
0
2082
ISHARES TR
1 3 YR TREAS BD
464287457
418
4973
SH
SOLE
0
0
4973
ISHARES TR
MSCI EMG MKT ETF
464287234
466
10860
SH
SOLE
0
0
10860
ISHARES TR
CORE MSCI EAFE
46432F842
10011
164735
SH
SOLE
0
0
164735
ISHARES TR
MIN VOL USA ETF
46429B697
216
3679
SH
SOLE
0
0
3679
ISHARES TR
RUS 1000 ETF
464287622
386
2452
SH
SOLE
0
0
2452
ISHARES TR
CORE S&P500 ETF
464287200
7440
26145
SH
SOLE
0
0
26145
ISHARES TR
CORE S&P US VLU
464287663
480
8752
SH
SOLE
0
0
8752
ISHARES TR
IBOXX INV CP ETF
464287242
961
8075
SH
SOLE
0
0
8075
JOHNSON & JOHNSON
COM
478160104
686
4904
SH
SOLE
0
0
4904
JPMORGAN CHASE & CO
COM
46625H100
316
3122
SH
SOLE
0
0
3122
LILLY ELI & CO
COM
532457108
293
2257
SH
SOLE
0
0
2257
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
272
4488
SH
SOLE
0
0
4488
MARRIOTT INTL INC NEW
CL A
571903202
329
2630
SH
SOLE
0
0
2630
MASTERCARD INC
CL A
57636Q104
1414
6005
SH
SOLE
0
0
6005
MCDONALDS CORP
COM
580135101
340
1788
SH
SOLE
0
0
1788
MICROSOFT CORP
COM
594918104
443
3752
SH
SOLE
0
0
3752
MPLX LP
COM UNIT REP LTD
55336V100
262
7961
SH
SOLE
0
0
7961
NEXTERA ENERGY INC
COM
65339F101
222
1150
SH
SOLE
0
0
1150
NIKE INC
CL B
654106103
721
8561
SH
SOLE
0
0
8561
NOVO-NORDISK A S
ADR
670100205
340
6495
SH
SOLE
0
0
6495
ORACLE CORP
COM
68389X105
364
6775
SH
SOLE
0
0
6775
PEPSICO INC
COM
713448108
311
2540
SH
SOLE
0
0
2540
PFIZER INC
COM
717081103
246
5782
SH
SOLE
0
0
5782
PIMCO ETF TR
ACTIVE BD ETF
72201R775
3285
31126
SH
SOLE
0
0
31126
PLAINS GP HLDGS L P
LTD PARTNR INT A
72651A207
603
24215
SH
SOLE
0
0
24215
PROCTER AND GAMBLE CO
COM
742718109
462
4440
SH
SOLE
0
0
4440
SELECT SECTOR SPDR TR
ENERGY
81369Y506
333
5038
SH
SOLE
0
0
5038
SITO MOBILE LTD
COM NEW
82988R203
103
56856
SH
SOLE
0
0
56856
SPDR GOLD TRUST
GOLD SHS
78463V107
2920
23936
SH
SOLE
0
0
23936
SPDR S&P 500 ETF TR
TR UNIT
78462F103
44802
158604
SH
SOLE
0
0
158604
SPDR SERIES TRUST
S&P BK ETF
78464A797
222
5320
SH
SOLE
0
0
5320
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
1226
12332
SH
SOLE
0
0
12332
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
1147
37542
SH
SOLE
0
0
37542
SPDR SERIES TRUST
BLMBRG BRC CNVRT
78464A359
660
12627
SH
SOLE
0
0
12627
STARBUCKS CORP
COM
855244109
400
5381
SH
SOLE
0
0
5381
TEXAS PAC LD TR
SUB CTF PROP I T
882610108
468
605
SH
SOLE
0
0
605
TWITTER INC
COM
90184L102
246
7481
SH
SOLE
0
0
7481
UNILEVER PLC
SPON ADR NEW
904767704
232
4021
SH
SOLE
0
0
4021
UNITED TECHNOLOGIES CORP
COM
913017109
462
3585
SH
SOLE
0
0
3585
VANECK VECTORS ETF TR
AMT FREE INT ETF
92189H201
2808
57541
SH
SOLE
0
0
57541
VANECK VECTORS ETF TR
JR GOLD MINERS E
92189F791
1106
34858
SH
SOLE
0
0
34858
VANECK VECTORS ETF TR
JP MORGAN MKTS
92189H300
2880
86341
SH
SOLE
0
0
86341
VANGUARD GROUP
DIV APP ETF
921908844
1122
10230
SH
SOLE
0
0
10230
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1010
6608
SH
SOLE
0
0
6608
VANGUARD INDEX FDS
VALUE ETF
922908744
896
8321
SH
SOLE
0
0
8321
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1162
4477
SH
SOLE
0
0
4477
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1451
10028
SH
SOLE
0
0
10028
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
3369
38770
SH
SOLE
0
0
38770
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
582
4075
SH
SOLE
0
0
4075
VANGUARD INDEX FDS
GROWTH ETF
922908736
946
6049
SH
SOLE
0
0
6049
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
5909
139025
SH
SOLE
0
0
139025
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
1064
17604
SH
SOLE
0
0
17604
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
6475
158440
SH
SOLE
0
0
158440
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
1025
11964
SH
SOLE
0
0
11964
VISA INC
COM CL A
92826C839
527
3375
SH
SOLE
0
0
3375
WALMART INC
COM
931142103
284
2908
SH
SOLE
0
0
2908
WILLIAMS COS INC DEL
COM
969457100
351
12236
SH
SOLE
0
0
12236
WISDOMTREE TR
US DIVID EX FNCL
97717W406
247
2895
SH
SOLE
0
0
2895