Chief Operations Officer

0000919574-22-003308.txt : 20220516 0000919574-22-003308.hdr.sgml : 20220516 20220513192254 ACCESSION NUMBER: 0000919574-22-003308 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220516 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: 22924722 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 03-31-2022 03-31-2022 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 05-13-2022 0 101 747525 INFORMATION TABLE 2 infotable.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 371 1100 SH SOLE 0 0 1100 ADOBE SYSTEMS INCORPORATED COM 00724F101 313 686 SH SOLE 0 0 686 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 707 6495 SH SOLE 0 0 6495 ALPHABET INC CAP STK CL A 02079K305 2181 784 SH SOLE 0 0 784 ALPHABET INC CAP STK CL C 02079K107 785 281 SH SOLE 0 0 281 ALPS ETF TR ALERIAN MLP 00162Q452 16716 436452 SH SOLE 0 0 436452 ALTIMETER GROWTH CORP 2 COM CL A G0371B109 157 16000 SH SOLE 0 0 16000 AMAZON COM INC COM 023135106 2409 739 SH SOLE 0 0 739 AMERICAN EXPRESS CO COM 025816109 680 3636 SH SOLE 0 0 3636 AMERICAN TOWER CORP NEW COM 03027X100 415 1650 SH SOLE 0 0 1650 APPLE INC COM 037833100 5254 30089 SH SOLE 0 0 30089 APTINYX INC COM 03836N103 44 19200 SH SOLE 0 0 19200 BECTON DICKINSON & CO COM 075887109 297 1116 SH SOLE 0 0 1116 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1438 4074 SH SOLE 0 0 4074 BIOGEN INC COM 09062X103 245 1163 SH SOLE 0 0 1163 BK OF AMERICA CORP COM 060505104 218 5290 SH SOLE 0 0 5289 BLUE OWL CAPITAL INC COM CL A 09581B103 258 20345 SH SOLE 0 0 20344 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 663 6159 SH SOLE 0 0 6159 CALAVO GROWERS INC COM 128246105 780 21400 SH SOLE 0 0 21400 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 303 3383 SH SOLE 0 0 3383 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 2733 55743 SH SOLE 0 0 55743 DISNEY WALT CO COM 254687106 721 5260 SH SOLE 0 0 5260 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 116 10397 SH SOLE 0 0 10397 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 267 1420 SH SOLE 0 0 1420 GENERAL DYNAMICS CORP COM 369550108 534 2212 SH SOLE 0 0 2212 GLOBAL X FDS GLBL X MLP ETF 37954Y343 966 23970 SH SOLE 0 0 23969 GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 82 23500 SH SOLE 0 0 23500 HANNON ARMSTRONG SUST INFR C COM 41068X100 427 9000 SH SOLE 0 0 9000 HOME DEPOT INC COM 437076102 357 1191 SH SOLE 0 0 1191 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 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SOLE 0 0 7761 OREILLY AUTOMOTIVE INC COM 67103H107 461 673 SH SOLE 0 0 673 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 117 10135 SH SOLE 0 0 10135 PROCTER AND GAMBLE CO COM 742718109 406 2659 SH SOLE 0 0 2658 RAYTHEON TECHNOLOGIES CORP COM 75513E101 780 7870 SH SOLE 0 0 7869 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 70851 1327054 SH SOLE 0 0 1327053 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 20132 724960 SH SOLE 0 0 724960 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 33785 920062 SH SOLE 0 0 920062 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 836 21825 SH SOLE 0 0 21824 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 238 3200 SH SOLE 0 0 3200 SOCIAL CAPITAL HEDOSOPHA HLD *W EXP 09/26/202 G8251L113 62 50000 SH SOLE 0 0 50000 SPDR GOLD TR GOLD SHS 78463V107 783 4332 SH SOLE 0 0 4332 SPDR S&P 500 ETF TR TR UNIT 78462F103 63612 140847 SH SOLE 0 0 140846 SPDR SER TR PRTFLO S&P500 GW 78464A409 45432 686175 SH SOLE 0 0 686174 SPDR SER TR S&P BK ETF 78464A797 302 5769 SH SOLE 0 0 5769 SPDR 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