0001737871-20-000004.txt : 20201023 0001737871-20-000004.hdr.sgml : 20201023 20201023094435 ACCESSION NUMBER: 0001737871-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201023 DATE AS OF CHANGE: 20201023 EFFECTIVENESS DATE: 20201023 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: 201256202 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 09-30-2020 09-30-2020 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 10-23-2020 0 110 107743 false INFORMATION TABLE 2 securitylist.xml ABERDEEN INCOME CR STRATEGIE COM 003057106 312 31116 SH SOLE 31116 0 0 ADOBE INC COM 00724F101 948 1846 SH SOLE 1846 0 0 ALCON AG ORD SHS H01301128 17 306 SH SOLE 306 0 0 ALPHABET INC CAP STK CL C 02079K107 57 35 SH SOLE 35 0 0 ALPHABET INC CAP STK CL A 02079K305 929 570 SH SOLE 570 0 0 ALPS ETF TR CLEAN ENERGY 00162Q460 79 1560 SH SOLE 1560 0 0 AMAZON COM INC COM 023135106 59 17 SH SOLE 17 0 0 AT&T INC COM 00206R102 240 8067 SH SOLE 8067 0 0 BCE INC COM NEW 05534B760 22 520 SH SOLE 520 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 490 2249 SH SOLE 2249 0 0 BEST BUY INC COM 086516101 397 3582 SH SOLE 3582 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 671 10784 SH SOLE 10784 0 0 CANADIAN NATL RY CO COM 136375102 26 250 SH SOLE 250 0 0 CARDINAL HEALTH INC COM 14149Y108 159 3139 SH SOLE 3139 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 409 664 SH SOLE 664 0 0 CISCO SYS INC COM 17275R102 128 3025 SH SOLE 3025 0 0 COLGATE PALMOLIVE CO COM 194162103 799 10082 SH SOLE 10082 0 0 CONAGRA BRANDS INC COM 205887102 198 5153 SH SOLE 5153 0 0 CUMMINS INC COM 231021106 189 910 SH SOLE 910 0 0 CVS HEALTH CORP COM 126650100 274 4418 SH SOLE 4418 0 0 DBX ETF TR XTRACK HRVST CSI 233051879 1302 36832 SH SOLE 36832 0 0 FACEBOOK INC CL A 30303M102 245 834 SH SOLE 834 0 0 FERRARI N V COM N3167Y103 29 150 SH SOLE 150 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1046 41733 SH SOLE 41733 0 0 FIRST TR STOXX EUROPEAN SELE COMMON SHS 33735T109 115 10261 SH SOLE 10261 0 0 FRANKLIN RESOURCES INC COM 354613101 176 8380 SH SOLE 8380 0 0 GENERAL MLS INC COM 370334104 259 4052 SH SOLE 4052 0 0 GLOBAL X FDS GLOBAL X COPPER 37954Y830 222 10000 SH SOLE 10000 0 0 GLOBAL X FDS X YIELDCO RENE 37954Y707 1980 133330 SH SOLE 133330 0 0 HOME DEPOT INC COM 437076102 910 3194 SH SOLE 3194 0 0 HP INC COM 40434L105 154 7860 SH SOLE 7860 0 0 HUMANA INC COM 444859102 410 988 SH SOLE 988 0 0 IMPACT SHS FDS I TR SUS DV GGE ETF 45259A308 105 4685 SH SOLE 4685 0 0 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 3609 115478 SH SOLE 115478 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 284 5000 SH SOLE 5000 0 0 INVESCO EXCH TRADED FD TR II GLOBAL WATER 46138E651 488 15437 SH SOLE 15437 0 0 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 7857 552910 SH SOLE 552910 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 735 2493 SH SOLE 2493 0 0 INVESCO EXCHANGE-TRADED FD T VAR RATE PFD 46138G870 691 27568 SH SOLE 27568 0 0 BARCLAYS BK PLC IPATH B COPPER 06746P555 21 460 SH SOLE 460 0 0 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 1684 52100 SH SOLE 52100 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 2991 22393 SH SOLE 22393 0 0 ISHARES TR A RATE CP BD ETF 46429B291 3630 62456 SH SOLE 62456 0 0 ISHARES U S ETF TR COMMOD SEL STG 46431W853 24 930 SH SOLE 930 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 16 190 SH SOLE 190 0 0 ISHARES TR CORE US AGGBD ET 464287226 78 663 SH SOLE 663 0 0 ISHARES TR ESG MSCI EAFE 46435G516 382 5877 SH SOLE 5877 0 0 ISHARES TR GBL GREEN ETF 46435U440 551 10000 SH SOLE 10000 0 0 ISHARES TR IBOXX HI YD ETF 464288513 2776 32651 SH SOLE 32651 0 0 ISHARES TR INTRM TR CRP ETF 464288638 89 1453 SH SOLE 1453 0 0 ISHARES TR JPMORGAN USD EMG 464288281 7438 65484 SH SOLE 65484 0 0 ISHARES TR MSCI ACWI EX US 464288240 54 1148 SH SOLE 1148 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 83 1070 SH SOLE 1070 0 0 ISHARES TR MSCI EAFE ETF 464287465 1623 24974 SH SOLE 24974 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3708 83246 SH SOLE 83246 0 0 ISHARES INC ESG MSCI EM ETF 46434G863 4049 112555 SH SOLE 112555 0 0 ISHARES TR MSCI EURO FL ETF 464289180 338 22322 SH SOLE 22322 0 0 ISHARES INC MSCI GERMANY ETF 464286806 118 3910 SH SOLE 3910 0 0 ISHARES TR MSCI GLOBAL IMP 46435G532 419 5119 SH SOLE 5119 0 0 ISHARES INC MSCI SWITZERLAND 464286749 99 2369 SH SOLE 2369 0 0 ISHARES INC CALL 46435G334 286 10739 SH SOLE 10739 0 0 ISHARES TR MSCI USA ESG SLC 464288802 3836 25071 SH SOLE 25071 0 0 ISHARES TR PFD AND INCM SEC 464288687 2152 58647 SH SOLE 58647 0 0 ISHARES TR SELECT DIVID ETF 464287168 28 331 SH SOLE 331 0 0 ISHARES TR SHORT TREAS BD 464288679 50 456 SH SOLE 456 0 0 ISHARES INC US INTL HGH YLD 464286178 259 5301 SH SOLE 5301 0 0 ISHARES TR CUR HD EURZN ETF 46434V639 38 1350 SH SOLE 1350 0 0 ISHARES TR HDG MSCI JAPAN 46434V886 436 13855 SH SOLE 13855 0 0 JOHNSON & JOHNSON COM 478160104 228 1486 SH SOLE 1486 0 0 J P MORGAN EXCHANGE-TRADED F DIV RTN EM EQT 46641Q308 13 262 SH SOLE 262 0 0 KELLOGG CO COM 487836108 183 2574 SH SOLE 2574 0 0 KIMBERLY CLARK CORP COM 494368103 267 1694 SH SOLE 1694 0 0 KLA CORP COM NEW 482480100 267 1301 SH SOLE 1301 0 0 LAM RESEARCH CORP COM 512807108 295 876 SH SOLE 876 0 0 MASTERCARD INCORPORATED CL A 57636Q104 6 18 SH SOLE 18 0 0 MCKESSON CORP COM 58155Q103 92 602 SH SOLE 602 0 0 MERCK & CO. 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