0001737871-20-000002.txt : 20200408 0001737871-20-000002.hdr.sgml : 20200408 20200408102344 ACCESSION NUMBER: 0001737871-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200408 DATE AS OF CHANGE: 20200408 EFFECTIVENESS DATE: 20200408 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LFA - Lugano Financial Advisors SA CENTRAL INDEX KEY: 0001737871 IRS NUMBER: 000000000 STATE OF INCORPORATION: V8 FISCAL YEAR END: 1217 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18897 FILM NUMBER: 20781363 BUSINESS ADDRESS: STREET 1: VIA F. PELLI 3 CITY: LUGANO STATE: V8 ZIP: 6900 BUSINESS PHONE: 0919124961 MAIL ADDRESS: STREET 1: VIA F. PELLI 3 CITY: LUGANO STATE: V8 ZIP: 6900 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001737871 XXXXXXXX 03-31-2020 03-31-2020 LFA - Lugano Financial Advisors SA

VIA F. PELLI 3 LUGANO V8 6900

13F HOLDINGS REPORT 028-18897 N Giada Brenna 0041919212272 Giada Brenna Lugano V8 04-08-2020 0 123 111181 false INFORMATION TABLE 2 13F2020Q1.xml BCE INC COM NEW 05534B760 25 520 SH SOLE 520 0 0 CANADIAN NATL RY CO COM 136375102 23 250 SH SOLE 250 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 22 430 SH SOLE 430 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 71 345 SH SOLE 345 0 0 ABERDEEN INCOME CR STRATEGIE COM 003057106 362 31116 SH SOLE 31116 0 0 INVESCO EXCHANGE-TRADED FD T VAR RATE PFD 46138G870 1261 48528 SH SOLE 48528 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 5025 39240 SH SOLE 39240 0 0 ISHARES TR A RATE CP BD ETF 46429B291 2902 51973 SH SOLE 51973 0 0 ISHARES TR IBOXX HI YD ETF 464288513 2764 31582 SH SOLE 31582 0 0 ISHARES TR INTRM TR CRP ETF 464288638 86 1453 SH SOLE 1453 0 0 ISHARES TR JPMORGAN USD EMG 464288281 5539 47759 SH SOLE 47759 0 0 ISHARES TR PFD AND INCM SEC 464288687 2195 57513 SH SOLE 57513 0 0 ISHARES INC US INTL HGH YLD 464286178 64 1299 SH SOLE 1299 0 0 PROSHARES TR PSHS ULTSH 20YRS 74347B201 141 6150 SH SOLE 6150 0 0 SPDR SER TR BLOOMBERG SRT TR 78468R408 127 4745 SH SOLE 4745 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 1236 21595 SH SOLE 21595 0 0 VANECK VECTORS ETF TR EMERGING MKTS HI 92189F353 101 4176 SH SOLE 4176 0 0 VANECK VECTORS ETF TR INVT GRADE FLTG 92189F486 188 7419 SH SOLE 7419 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 6945 74302 SH SOLE 74302 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 502 4766 SH SOLE 4766 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 261 3188 SH SOLE 3188 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 470 5500 SH SOLE 5500 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 344 5969 SH SOLE 5969 0 0 DBX ETF TR XTRACK HRVST CSI 233051879 718 27162 SH SOLE 27162 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 994 33166 SH SOLE 33166 0 0 FIRST TR STOXX EUROPEAN SELE COMMON SHS 33735T109 143 10261 SH SOLE 10261 0 0 GLOBAL X FDS X YIELDCO RENE 37954Y707 1231 79851 SH SOLE 79851 0 0 IMPACT SHS FDS I TR SUS DV GGE ETF 45259A308 101 4685 SH SOLE 4685 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 913 4168 SH SOLE 4168 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 18 190 SH SOLE 190 0 0 ISHARES TR ESG MSCI EAFE 46435G516 712 10650 SH SOLE 10650 0 0 ISHARES TR MSCI ACWI EX US 464288240 54 1148 SH SOLE 1148 0 0 ISHARES TR MSCI EAFE ETF 464287465 2097 31072 SH SOLE 31072 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3453 81989 SH SOLE 81989 0 0 ISHARES INC ESG MSCI EM ETF 46434G863 93 2754 SH SOLE 2754 0 0 ISHARES TR MSCI EURO FL ETF 464289180 414 22322 SH SOLE 22322 0 0 ISHARES INC MSCI GERMANY ETF 464286806 1033 36218 SH SOLE 36218 0 0 ISHARES TR MSCI GLOBAL IMP 46435G532 165 2490 SH SOLE 2490 0 0 ISHARES INC MSCI SWITZERLAND 464286749 43 1065 SH SOLE 1065 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 342 10488 SH SOLE 10488 0 0 ISHARES TR MSCI USA ESG SLC 464288802 2059 15318 SH SOLE 15318 0 0 ISHARES TR SELECT DIVID ETF 464287168 878 8464 SH SOLE 8464 0 0 ISHARES TR US OIL GS EX ETF 464288851 15 305 SH SOLE 305 0 0 ISHARES TR CUR HD EURZN ETF 46434V639 42 1350 SH SOLE 1350 0 0 ISHARES TR HDG MSCI JAPAN 46434V886 414 12892 SH SOLE 12892 0 0 J P MORGAN EXCHANGE-TRADED F DIV RTN EM EQT 46641Q308 28 525 SH SOLE 525 0 0 PROSHARES TR MSCI EUR DIV 74347B540 144 3258 SH SOLE 3258 0 0 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 8941 228661 SH SOLE 228661 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 21203 65904 SH SOLE 65904 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 51 900 SH SOLE 900 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 89 1565 SH SOLE 1565 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 61 670 SH SOLE 670 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 118 1737 SH SOLE 1737 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 22 423 SH SOLE 423 0 0 BARCLAYS BK PLC IPATH B COPPER 06746P555 18 460 SH SOLE 460 0 0 ISHARES U S ETF TR COMMOD SEL STG 46431W853 2795 92845 SH SOLE 92845 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 4370 29262 SH SOLE 29262 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 997 10618 SH SOLE 10618 0 0 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 3284 107256 SH SOLE 107256 0 0 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 1791 53754 SH SOLE 53754 0 0 ALPHABET INC CAP STK CL A 02079K305 493 344 SH SOLE 344 0 0 ALPHABET INC CAP STK CL C 02079K107 50 35 SH SOLE 35 0 0 AMAZON COM INC COM 023135106 147 73 SH SOLE 73 0 0 AMGEN INC COM 031162100 307 1420 SH SOLE 1420 0 0 APPLE INC COM 037833100 1252 4046 SH SOLE 4046 0 0 AT&T INC COM 00206R102 303 8067 SH SOLE 8067 0 0 BK OF AMERICA CORP COM 060505104 326 9925 SH SOLE 9925 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 505 2249 SH SOLE 2249 0 0 BEST BUY INC COM 086516101 303 3582 SH SOLE 3582 0 0 BLACKROCK INC COM 09247X101 7 13 SH SOLE 13 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 935 14853 SH SOLE 14853 0 0 CAMPBELL SOUP CO COM 134429109 311 6429 SH SOLE 6429 0 0 CARDINAL HEALTH INC COM 14149Y108 161 3139 SH SOLE 3139 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 685 1324 SH SOLE 1324 0 0 CHEVRON CORP NEW COM 166764100 170 1590 SH SOLE 1590 0 0 CISCO SYS INC COM 17275R102 139 3025 SH SOLE 3025 0 0 COCA COLA CO COM 191216100 26 452 SH SOLE 452 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 69 1124 SH SOLE 1124 0 0 CONAGRA BRANDS INC COM 205887102 170 5153 SH SOLE 5153 0 0 CONOCOPHILLIPS COM 20825C104 339 5703 SH SOLE 5703 0 0 CORNING INC COM 219350105 257 9645 SH SOLE 9645 0 0 CUMMINS INC COM 231021106 146 910 SH SOLE 910 0 0 CVS HEALTH CORP COM 126650100 300 4418 SH SOLE 4418 0 0 EATON CORP PLC SHS G29183103 330 3496 SH SOLE 3496 0 0 EXELON CORP COM 30161N101 28 587 SH SOLE 587 0 0 FRANKLIN RESOURCES INC COM 354613101 212 8380 SH SOLE 8380 0 0 GENERAL MLS INC COM 370334104 212 4052 SH SOLE 4052 0 0 GILEAD SCIENCES INC COM 375558103 174 2760 SH SOLE 2760 0 0 HOME DEPOT INC COM 437076102 905 3969 SH SOLE 3969 0 0 HP INC COM 40434L105 168 7860 SH SOLE 7860 0 0 HUMANA INC COM 444859102 332 988 SH SOLE 988 0 0 JOHNSON CTLS INTL PLC SHS G51502105 522 13224 SH SOLE 13224 0 0 KELLOGG CO COM 487836108 176 2574 SH SOLE 2574 0 0 KIMBERLY CLARK CORP COM 494368103 243 1694 SH SOLE 1694 0 0 KLA CORPORATION COM NEW 482480100 216 1301 SH SOLE 1301 0 0 KOHLS CORP COM 500255104 106 2472 SH SOLE 2472 0 0 LAM RESEARCH CORP COM 512807108 261 876 SH SOLE 876 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 135 1740 SH SOLE 1740 0 0 MASTERCARD INC CL A 57636Q104 1318 4171 SH SOLE 4171 0 0 MCKESSON CORP COM 58155Q103 86 602 SH SOLE 602 0 0 MEDTRONIC PLC SHS G5960L103 54 470 SH SOLE 470 0 0 MERCK & CO. INC COM 58933Y105 8 90 SH SOLE 90 0 0 MICROSOFT CORP COM 594918104 1106 6495 SH SOLE 6495 0 0 MORGAN STANLEY COM NEW 617446448 73 1401 SH SOLE 1401 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 638 3604 SH SOLE 3604 0 0 NEXTERA ENERGY INC COM 65339F101 997 3718 SH SOLE 3718 0 0 NIKE INC CL B 654106103 6 65 SH SOLE 65 0 0 OMNICOM GROUP INC COM 681919106 264 3507 SH SOLE 3507 0 0 PHILIP MORRIS INTL INC COM 718172109 182 2200 SH SOLE 2200 0 0 PHILLIPS 66 COM 718546104 66 717 SH SOLE 717 0 0 REALTY INCOME CORP COM 756109104 110 1400 SH SOLE 1400 0 0 S&P GLOBAL INC COM 78409V104 1360 4630 SH SOLE 4630 0 0 SCHLUMBERGER LTD COM 806857108 3 80 SH SOLE 80 0 0 STARBUCKS CORP COM 855244109 325 3827 SH SOLE 3827 0 0 PRICE T ROWE GROUP INC COM 74144T108 60 447 SH SOLE 447 0 0 TARGET CORP COM 87612E106 346 3127 SH SOLE 3127 0 0 TRANSDIGM GROUP INC COM 893641100 367 570 SH SOLE 570 0 0 UNITEDHEALTH GROUP INC COM 91324P102 5 20 SH SOLE 20 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 149 2925 SH SOLE 2925 0 0 DISNEY WALT CO COM DISNEY 254687106 684 4945 SH SOLE 4945 0 0 WELLTOWER INC COM 95040Q104 110 1300 SH SOLE 1300 0 0 YUM BRANDS INC COM 988498101 257 2426 SH SOLE 2426 0 0 ZOETIS INC CL A 98978V103 688 5126 SH SOLE 5126 0 0