0001737871-21-000003.txt : 20210727 0001737871-21-000003.hdr.sgml : 20210727 20210727102405 ACCESSION NUMBER: 0001737871-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210727 DATE AS OF CHANGE: 20210727 EFFECTIVENESS DATE: 20210727 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: 211116267 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 06-30-2021 06-30-2021 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 07-27-2021 0 98 158865 false INFORMATION TABLE 2 securitylist.xml TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 28 230 SH SOLE 230 0 0 ABERDEEN INCOME CR STRATEGIE COM 003057106 193 17372 SH SOLE 17372 0 0 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 8697 269600 SH SOLE 269600 0 0 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 5958 177741 SH SOLE 177741 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 4985 52753 SH SOLE 52753 0 0 ISHARES TR HDG MSCI JAPAN 46434V886 678 17456 SH SOLE 17456 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 26 423 SH SOLE 423 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 826 9523 SH SOLE 9523 0 0 BARCLAYS BK PLC ETN LKD 48 06746P555 30 1380 SH SOLE 1380 0 0 ISHARES INC US INTL HGH YLD 464286178 368 7270 SH SOLE 7270 0 0 ISHARES TR IBOXX HI YD ETF 464288513 3413 38765 SH SOLE 38765 0 0 SPDR SER TR BLOOMBERG SRT TR 78468R408 72 2613 SH SOLE 2613 0 0 ISHARES TR CORE US AGGBD ET 464287226 76 663 SH SOLE 663 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 43 713 SH SOLE 713 0 0 ISHARES TR A RATE CP BD ETF 46429B291 3335 58670 SH SOLE 58670 0 0 VANECK VECTORS ETF TR INVT GRADE FLTG 92189F486 34 1354 SH SOLE 1354 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1911 23103 SH SOLE 23103 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 656 6137 SH SOLE 6137 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 7823 82288 SH SOLE 82288 0 0 ISHARES TR JPMORGAN USD EMG 464288281 9297 82668 SH SOLE 82668 0 0 VANECK VECTORS ETF TR EMERGING MKTS HI 92189F353 85 3546 SH SOLE 3546 0 0 VANECK VECTORS ETF TR CHINAAMC CHINA B 92189F379 2691 111700 SH SOLE 111700 0 0 DBX ETF TR XTRACK HRVST CSI 233051879 7003 172742 SH SOLE 172742 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2744 49757 SH SOLE 49757 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 6811 151057 SH SOLE 151057 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 140 3072 SH SOLE 3072 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 14 264 SH SOLE 264 0 0 FIRST TR STOXX EUROPEAN SELE COMMON SHS 33735T109 120 8332 SH SOLE 8332 0 0 ISHARES INC MSCI GERMANY ETF 464286806 104 2998 SH SOLE 2998 0 0 ISHARES TR MSCI EURO FL ETF 464289180 339 17322 SH SOLE 17322 0 0 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 9560 204152 SH SOLE 204152 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 270 4016 SH SOLE 4016 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 46 606 SH SOLE 606 0 0 AMPLIFY ETF TR BLOCKCHAIN LDR 032108607 57 1200 SH SOLE 1200 0 0 GLOBAL X FDS RENEWABLE ENERGY 37954Y707 1081 66551 SH SOLE 66551 0 0 GLOBAL X FDS INTERNET OF THNG 37954Y780 65 1830 SH SOLE 1830 0 0 GLOBAL X FDS FINTECH ETF 37954Y814 62 1300 SH SOLE 1300 0 0 GLOBAL X FDS GLOBAL X COPPER 37954Y830 86 2308 SH SOLE 2308 0 0 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407 54 785 SH SOLE 785 0 0 INVESCO EXCH TRADED FD TR II GLOBAL WATER 46138E651 613 15437 SH SOLE 15437 0 0 ISHARES TR MSCI EAFE ETF 464287465 2279 28890 SH SOLE 28890 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 3002 127975 SH SOLE 127975 0 0 ISHARES TR MSCI ACWI EX US 464288240 42 724 SH SOLE 724 0 0 ISHARES INC MSCI GBL ETF NEW 46434G848 2537 56220 SH SOLE 56220 0 0 ISHARES TR MSCI GLOBAL IMP 46435G532 408 4101 SH SOLE 4101 0 0 SPDR INDEX SHS FDS S&P GBLINF ETF 78463X855 17 332 SH SOLE 332 0 0 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 12974 645776 SH SOLE 645776 0 0 SPDR GOLD TR GOLD SHS 78463V107 11681 70524 SH SOLE 70524 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 2910 22294 SH SOLE 22294 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1477 17200 SH SOLE 17200 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1150 20132 SH SOLE 20132 0 0 ISHARES TR SHORT TREAS BD 464288679 50 456 SH SOLE 456 0 0 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 66 530 SH SOLE 530 0 0 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 3608 77169 SH SOLE 77169 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 597 1684 SH SOLE 1684 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 466 5000 SH SOLE 5000 0 0 ISHARES TR MSCI USA ESG SLC 464288802 2576 26964 SH SOLE 26964 0 0 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 2291 41914 SH SOLE 41914 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 9997 23354 SH SOLE 23354 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 93 2324 SH SOLE 2324 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1792 48855 SH SOLE 48855 0 0 VANECK VECTORS ETF TR BIOTECH ETF 92189F726 1910 9471 SH SOLE 9471 0 0 ISHARES TR GBL GREEN ETF 46435U440 547 10000 SH SOLE 10000 0 0 PIMCO ETF TR ENHANCD SHORT 72201R643 3050 30297 SH SOLE 30297 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 316 12018 SH SOLE 12018 0 0 ISHARES TR PFD AND INCM SEC 464288687 3061 77807 SH SOLE 77807 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 378 3718 SH SOLE 3718 0 0 ISHARES INC MSCI SWITZERLAND 464286749 67 1369 SH SOLE 1369 0 0 ISHARES INC MSCI UK ETF NEW 46435G334 410 12537 SH SOLE 12537 0 0 FERRARI N V COM N3167Y103 65 313 SH SOLE 313 0 0 SCHLUMBERGER LTD COM STK 806857108 3 80 SH SOLE 80 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 274 931 SH SOLE 931 0 0 AT&T INC COM 00206R102 0 2 SH SOLE 2 0 0 ALPHABET INC CAP STK CL A 02079K305 283 116 SH SOLE 116 0 0 AMAZON COM INC COM 023135106 48 14 SH SOLE 14 0 0 APPLE INC COM 037833100 258 1882 SH SOLE 1882 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3 10 SH SOLE 10 0 0 BIOGEN INC COM 09062X103 305 880 SH SOLE 880 0 0 CVS HEALTH CORP COM 126650100 400 4797 SH SOLE 4797 0 0 CISCO SYS INC COM 17275R102 278 5239 SH SOLE 5239 0 0 COLGATE PALMOLIVE CO COM 194162103 845 10390 SH SOLE 10390 0 0 COTY INC COM CL A 222070203 53 5650 SH SOLE 5650 0 0 HOME DEPOT INC COM 437076102 1169 3665 SH SOLE 3665 0 0 JPMORGAN CHASE & CO COM 46625H100 249 1598 SH SOLE 1598 0 0 JOHNSON & JOHNSON COM 478160104 245 1486 SH SOLE 1486 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 57 200 SH SOLE 200 0 0 MERCK & CO. INC COM 58933Y105 7 90 SH SOLE 90 0 0 MICROSOFT CORP COM 594918104 1580 5831 SH SOLE 5831 0 0 MORGAN STANLEY COM NEW 617446448 57 625 SH SOLE 625 0 0 NIKE INC CL B 654106103 270 1747 SH SOLE 1747 0 0 ORACLE CORP COM 68389X105 283 3634 SH SOLE 3634 0 0 ORGANON & CO COMMON STOCK 68622V106 0 9 SH SOLE 9 0 0 PROCTER AND GAMBLE CO COM 742718109 261 1935 SH SOLE 1935 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 294 1532 SH SOLE 1532 0 0 TEXAS INSTRS INC COM 882508104 260 1353 SH SOLE 1353 0 0 3M CO COM 88579Y101 271 1363 SH SOLE 1363 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 618 11032 SH SOLE 11032 0 0 WILLIAMS SONOMA INC COM 969904101 283 1775 SH SOLE 1775 0 0