0001737871-21-000001.txt : 20210125 0001737871-21-000001.hdr.sgml : 20210125 20210125083355 ACCESSION NUMBER: 0001737871-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210125 DATE AS OF CHANGE: 20210125 EFFECTIVENESS DATE: 20210125 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: 21548084 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 12-31-2020 12-31-2020 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 01-25-2021 0 103 128969 false INFORMATION TABLE 2 securitylist.xml FERRARI N V COM N3167Y103 72 313 SH SOLE 313 0 0 ABERDEEN INCOME CR STRATEGIE COM 003057106 287 26916 SH SOLE 26916 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 715 27568 SH SOLE 27568 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 3313 24914 SH SOLE 24914 0 0 ISHARES TR A RATE CP BD ETF 46429B291 4179 71405 SH SOLE 71405 0 0 ISHARES TR CORE US AGGBD ET 464287226 78 663 SH SOLE 663 0 0 ISHARES TR GBL GREEN ETF 46435U440 563 10000 SH SOLE 10000 0 0 ISHARES TR IBOXX HI YD ETF 464288513 3199 36643 SH SOLE 36643 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 44 713 SH SOLE 713 0 0 ISHARES TR JPMORGAN USD EMG 464288281 8899 76776 SH SOLE 76776 0 0 ISHARES TR PFD AND INCM SEC 464288687 3299 85664 SH SOLE 85664 0 0 ISHARES INC US INTL HGH YLD 464286178 277 5479 SH SOLE 5479 0 0 PIMCO ETF TR ENHANCD SHORT 72201R643 3382 33574 SH SOLE 33574 0 0 SPDR SER TR BLOOMBERG SRT TR 78468R408 70 2613 SH SOLE 2613 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 1788 21595 SH SOLE 21595 0 0 VANECK VECTORS ETF TR EMERGING MKTS HI 92189F353 85 3546 SH SOLE 3546 0 0 VANECK VECTORS ETF TR INVT GRADE FLTG 92189F486 100 3954 SH SOLE 3954 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 8457 87064 SH SOLE 87064 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 753 6777 SH SOLE 6777 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1653 19850 SH SOLE 19850 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1517 17200 SH SOLE 17200 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 313 5345 SH SOLE 5345 0 0 ALPS ETF TR CLEAN ENERGY 00162Q460 118 1560 SH SOLE 1560 0 0 AMAZON COM INC COM 023135106 46 14 SH SOLE 14 0 0 AT&T INC COM 00206R102 0 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 521 2249 SH SOLE 2249 0 0 BEST BUY INC COM 086516101 357 3582 SH SOLE 3582 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2 35 SH SOLE 35 0 0 CARDINAL HEALTH INC COM 14149Y108 168 3139 SH SOLE 3139 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 439 664 SH SOLE 664 0 0 CISCO SYS INC COM 17275R102 135 3025 SH SOLE 3025 0 0 COLGATE PALMOLIVE CO COM 194162103 865 10114 SH SOLE 10114 0 0 CONAGRA BRANDS INC COM 205887102 187 5153 SH SOLE 5153 0 0 COTY INC COM CL A 222070203 40 5650 SH SOLE 5650 0 0 CUMMINS INC COM 231021106 207 910 SH SOLE 910 0 0 CVS HEALTH CORP COM 126650100 328 4797 SH SOLE 4797 0 0 DBX ETF TR XTRACK HRVST CSI 233051879 6630 165504 SH SOLE 165504 0 0 FACEBOOK INC CL A 30303M102 228 834 SH SOLE 834 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1254 42537 SH SOLE 42537 0 0 FIRST TR STOXX EUROPEAN SELE COMMON SHS 33735T109 132 10261 SH SOLE 10261 0 0 FRANKLIN RESOURCES INC COM 354613101 209 8380 SH SOLE 8380 0 0 GENERAL ELECTRIC CO COM 369604103 15 1375 SH SOLE 1375 0 0 GENERAL MLS INC COM 370334104 238 4052 SH SOLE 4052 0 0 GLOBAL X FDS GLOBAL X COPPER 37954Y830 151 4974 SH SOLE 4974 0 0 GLOBAL X FDS X YIELDCO RENE 37954Y707 1736 95630 SH SOLE 95630 0 0 HOME DEPOT INC COM 437076102 848 3191 SH SOLE 3191 0 0 HP INC COM 40434L105 193 7860 SH SOLE 7860 0 0 HUMANA INC COM 444859102 405 988 SH SOLE 988 0 0 IMPACT SHS FDS I TR SUS DV GGE ETF 45259A308 77 3019 SH SOLE 3019 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 517 5000 SH SOLE 5000 0 0 INVESCO EXCH TRADED FD TR II GLOBAL WATER 46138E651 540 15437 SH SOLE 15437 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 635 2025 SH SOLE 2025 0 0 ISHARES TR MSCI ACWI EX US 464288240 38 724 SH SOLE 724 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 96 1070 SH SOLE 1070 0 0 ISHARES TR MSCI EAFE ETF 464287465 2075 28441 SH SOLE 28441 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3457 66911 SH SOLE 66911 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 5839 139097 SH SOLE 139097 0 0 ISHARES TR MSCI EURO FL ETF 464289180 304 17322 SH SOLE 17322 0 0 ISHARES INC MSCI EURZONE ETF 464286608 397 9000 SH SOLE 9000 0 0 ISHARES INC MSCI GERMANY ETF 464286806 124 3910 SH SOLE 3910 0 0 ISHARES TR MSCI GLOBAL IMP 46435G532 478 5119 SH SOLE 5119 0 0 ISHARES INC MSCI GBL ETF NEW 46434G848 2031 55226 SH SOLE 55226 0 0 ISHARES INC MSCI SWITZERLAND 464286749 61 1369 SH SOLE 1369 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 402 13738 SH SOLE 13738 0 0 ISHARES TR MSCI USA ESG SLC 464288802 3509 42610 SH SOLE 42610 0 0 ISHARES TR CUR HD EURZN ETF 46434V639 42 1350 SH SOLE 1350 0 0 ISHARES TR HDG MSCI JAPAN 46434V886 668 18609 SH SOLE 18609 0 0 JOHNSON & JOHNSON COM 478160104 234 1486 SH SOLE 1486 0 0 J P MORGAN EXCHANGE-TRADED F DIV RTN EM EQT 46641Q308 7 131 SH SOLE 131 0 0 KELLOGG CO COM 487836108 160 2574 SH SOLE 2574 0 0 KIMBERLY CLARK CORP COM 494368103 228 1694 SH SOLE 1694 0 0 KLA CORP COM NEW 482480100 337 1301 SH SOLE 1301 0 0 LAM RESEARCH CORP COM 512807108 414 876 SH SOLE 876 0 0 MCKESSON CORP COM 58155Q103 105 602 SH SOLE 602 0 0 MERCK & CO. INC COM 58933Y105 7 90 SH SOLE 90 0 0 MICROSOFT CORP COM 594918104 1042 4684 SH SOLE 4684 0 0 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 2069 41914 SH SOLE 41914 0 0 PHILIP MORRIS INTL INC COM 718172109 182 2200 SH SOLE 2200 0 0 PHILLIPS 66 COM 718546104 50 717 SH SOLE 717 0 0 PROSHARES TR MSCI EUR DIV 74347B540 152 3258 SH SOLE 3258 0 0 SCHLUMBERGER LTD COM 806857108 2 80 SH SOLE 80 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 431 2818 SH SOLE 2818 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 190 620 SH SOLE 620 0 0 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 7650 183359 SH SOLE 183359 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 443 10510 SH SOLE 10510 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 77 2324 SH SOLE 2324 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 8959 23962 SH SOLE 23962 0 0 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 78 600 SH SOLE 600 0 0 VANECK VECTORS ETF TR BIOTECH ETF 92189F726 1503 8868 SH SOLE 8868 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 13 264 SH SOLE 264 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 147 2446 SH SOLE 2446 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 635 10800 SH SOLE 10800 0 0 DISNEY WALT CO COM DISNEY 254687106 324 1787 SH SOLE 1787 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 102 1537 SH SOLE 1537 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 23 423 SH SOLE 423 0 0 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 9356 613080 SH SOLE 613080 0 0 BARCLAYS BANK PLC ETN LKD 48 06746P555 25 460 SH SOLE 460 0 0 ISHARES U S ETF TR COMMOD SEL STG 46431W853 25 930 SH SOLE 930 0 0 SPDR GOLD TR GOLD SHS 78463V107 1618 9072 SH SOLE 9072 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 316 3718 SH SOLE 3718 0 0 ISHARES TR SHORT TREAS BD 464288679 50 456 SH SOLE 456 0 0 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 7373 230905 SH SOLE 230905 0 0 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 4857 145713 SH SOLE 145713 0 0