Analyst

0001737871-22-000003.txt : 20220729 0001737871-22-000003.hdr.sgml : 20220729 20220729091051 ACCESSION NUMBER: 0001737871-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220729 DATE AS OF CHANGE: 20220729 EFFECTIVENESS DATE: 20220729 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: 221117776 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 06-30-2022 06-30-2022 LFA - Lugano Financial Advisors SA

VIA F. PELLI 3 LUGANO V8 6900

13F HOLDINGS REPORT 028-18897 N Giada Brenna Analyst 0041919212272 Giada Brenna Lugano V8 07-29-2022 0 132 143056 false INFORMATION TABLE 2 securitylistq22022.xml PIMCO ETF TR ENHANCD SHORT 72201R643 2097 21295 SH SOLE 21295 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 3857 46597 SH SOLE 46597 0 0 ISHARES TR IBOXX HI YD ETF 464288513 3071 41730 SH SOLE 41730 0 0 ISHARES TR PFD AND INCM SEC 464288687 3095 94135 SH SOLE 94135 0 0 ISHARES TR A RATE CP BD ETF 46429B291 2147 44495 SH SOLE 44495 0 0 ISHARES TR JPMORGAN USD EMG 464288281 6691 78431 SH SOLE 78431 0 0 SPDR SER TR BLOOMBERG SHT TE 78468R408 2922 121158 SH SOLE 121158 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 776 9575 SH SOLE 9575 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3126 40993 SH SOLE 40993 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5419 67723 SH SOLE 67723 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 4685 39263 SH SOLE 39263 0 0 ISHARES TR CORE US AGGBD ET 464287226 63 620 SH SOLE 620 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 399 17984 SH SOLE 17984 0 0 ISHARES INC US INTL HGH YLD 464286178 317 7811 SH SOLE 7811 0 0 ISHARES TR USD GRN BOND ETF 46435U440 284 5959 SH SOLE 5959 0 0 VANECK ETF TRUST INVESTMENT GRD 92189F486 33 1354 SH SOLE 1354 0 0 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 425 24000 SH SOLE 24000 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 1348 20883 SH SOLE 20883 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1306 26375 SH SOLE 26375 0 0 VANECK ETF TRUST EMERGING MRKT HI 92189F353 63 3546 SH SOLE 3546 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 575 7648 SH SOLE 7648 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 190 2005 SH SOLE 2005 0 0 ISHARES TR US CONSM STAPLES 464287812 1559 8000 SH SOLE 8000 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 5127 158709 SH SOLE 158709 0 0 DBX ETF TR XTRACK HRVST CSI 233051879 5866 171678 SH SOLE 171678 0 0 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 3326 82663 SH SOLE 82663 0 0 ARK ETF TR INNOVATION ETF 00214Q104 21 540 SH SOLE 540 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 2518 132225 SH SOLE 132225 0 0 ISHARES TR GLB CNSM STP ETF 464288737 1372 23740 SH SOLE 23740 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2551 81132 SH SOLE 81132 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1327 16233 SH SOLE 16233 0 0 VANECK ETF TRUST BIOTECH ETF 92189F726 29 201 SH SOLE 201 0 0 ISHARES TR MSCI EURO FL ETF 464289180 1093 69451 SH SOLE 69451 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 12182 32292 SH SOLE 32292 0 0 AMAZON COM INC COM 023135106 1242 11703 SH SOLE 11703 0 0 MICROSOFT CORP COM 594918104 1498 5834 SH SOLE 5834 0 0 ISHARES INC MSCI SWITZERLAND 464286749 432 10411 SH SOLE 10411 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 82 1570 SH SOLE 1570 0 0 GLOBAL X FDS INTERNET OF THNG 37954Y780 47 1830 SH SOLE 1830 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 84 2418 SH SOLE 2418 0 0 INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 46137V589 2880 293284 SH SOLE 293284 0 0 AIR PRODS & CHEMS INC COM 009158106 10 44 SH SOLE 44 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 893 22289 SH SOLE 22289 0 0 KELLOGG CO COM 487836108 84 1180 SH SOLE 1180 0 0 ISHARES TR MSCI USA ESG SLC 464288802 1779 22052 SH SOLE 22052 0 0 GLOBAL X FDS FINTECH ETF 37954Y814 55 2600 SH SOLE 2600 0 0 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407 42 785 SH SOLE 785 0 0 ISHARES INC MSCI GERMANY ETF 464286806 68 2998 SH SOLE 2998 0 0 ISHARES TR S&P 500 VAL ETF 464287408 13 100 SH SOLE 100 0 0 APPLE INC COM 037833100 13 100 SH SOLE 100 0 0 ISHARES TR MSCI ACWI EX US 464288240 32 724 SH SOLE 724 0 0 NIKE INC CL B 654106103 26 258 SH SOLE 258 0 0 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 2674 76866 SH SOLE 76866 0 0 GLOBAL X FDS RENEWABLE ENERGY 37954Y707 826 58366 SH SOLE 58366 0 0 SCHLUMBERGER LTD COM STK 806857108 440 12323 SH SOLE 12323 0 0 ISHARES TR U.S. TECH ETF 464287721 394 4940 SH SOLE 4940 0 0 ISHARES TR SELECT DIVID ETF 464287168 11 100 SH SOLE 100 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 528 1886 SH SOLE 1886 0 0 ISHARES INC MSCI AUST ETF 464286103 5 250 SH SOLE 250 0 0 CRH PLC ADR 12626K203 3 100 SH SOLE 100 0 0 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 49 530 SH SOLE 530 0 0 TESLA INC COM 88160R101 96 143 SH SOLE 143 0 0 ISHARES TR MSCI GBL SUS DEV 46435G532 105 1322 SH SOLE 1322 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 23 380 SH SOLE 380 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 39 606 SH SOLE 606 0 0 3M CO COM 88579Y101 16 127 SH SOLE 127 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 228 5000 SH SOLE 5000 0 0 INVESCO EXCH TRADED FD TR II GLOBAL WATER 46138E651 356 11497 SH SOLE 11497 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 134 3377 SH SOLE 3377 0 0 ISHARES INC MSCI GBL ETF NEW 46434G848 3 101 SH SOLE 101 0 0 CVS HEALTH CORP COM 126650100 444 4797 SH SOLE 4797 0 0 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 8 435 SH SOLE 435 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 7 100 SH SOLE 100 0 0 SALESFORCE INC COM 79466L302 204 1238 SH SOLE 1238 0 0 ISHARES TR HDG MSCI JAPAN 46434V886 554 14790 SH SOLE 14790 0 0 ALPHABET INC CAP STK CL C 02079K107 43 400 SH SOLE 400 0 0 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 6440 224498 SH SOLE 224498 0 0 AT&T INC COM 00206R102 0 5 SH SOLE 5 0 0 ISHARES TR ISHARES BIOTECH 464287556 6 54 SH SOLE 54 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 8 100 SH SOLE 100 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 19 272 SH SOLE 272 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 224 730 SH SOLE 730 0 0 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 1052 30664 SH SOLE 30664 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 69 1011 SH SOLE 1011 0 0 PACCAR INC COM 693718108 76 935 SH SOLE 935 0 0 SPDR GOLD TR GOLD SHS 78463V107 3680 21847 SH SOLE 21847 0 0 CISCO SYS INC COM 17275R102 0 2 SH SOLE 2 0 0 ISHARES TR US AER DEF ETF 464288760 8 90 SH SOLE 90 0 0 MERCK & CO INC COM 58933Y105 101 1116 SH SOLE 1116 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5709 62664 SH SOLE 62664 0 0 LISTED FD TR MORGAN CREEK EXO 53656F185 4332 174690 SH SOLE 174690 0 0 FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 33739P103 9022 185492 SH SOLE 185492 0 0 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 75 2434 SH SOLE 2434 0 0 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 10180 564313 SH SOLE 564313 0 0 SPDR INDEX SHS FDS S&P GBLINF ETF 78463X855 17 332 SH SOLE 332 0 0 AMPLIFY ETF TR BLOCKCHAIN LDR 032108607 21 1200 SH SOLE 1200 0 0 GEVO INC COM PAR 374396406 3 1500 SH SOLE 1500 0 0 ISHARES TR MSCI EAFE ETF 464287465 1855 29685 SH SOLE 29685 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 381 12726 SH SOLE 12726 0 0 MORGAN STANLEY COM NEW 617446448 47 625 SH SOLE 625 0 0 BARCLAYS BANK PLC ETN LKD 48 06746P555 19 1068 SH SOLE 1068 0 0 SPDR SER TR BLOOMBERG SHORT 78464A334 205 7615 SH SOLE 7615 0 0 CORNING INC COM 219350105 10 345 SH SOLE 345 0 0 BLOCK INC CL A 852234103 7 115 SH SOLE 115 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2 10 SH SOLE 10 0 0 ABRDN INCOME CREDIT STRATEGI COM 003057106 48 6433 SH SOLE 6433 0 0 FIRST TR STOXX EUROPEAN SELE COMMON SHS 33735T109 90 8332 SH SOLE 8332 0 0 OTIS WORLDWIDE CORP COM 68902V107 25 360 SH SOLE 360 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10 264 SH SOLE 264 0 0 ALPHABET INC CAP STK CL A 02079K305 322 148 SH SOLE 148 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 30 400 SH SOLE 400 0 0 CHEVRON CORP NEW COM 166764100 72 500 SH SOLE 500 0 0 CITIGROUP INC COM NEW 172967424 197 4298 SH SOLE 4298 0 0 FEDEX CORP COM 31428X106 45 200 SH SOLE 200 0 0 JOHNSON & JOHNSON COM 478160104 325 1836 SH SOLE 1836 0 0 JPMORGAN CHASE & CO COM 46625H100 23 210 SH SOLE 210 0 0 KINDER MORGAN INC DEL COM 49456B101 44 2680 SH SOLE 2680 0 0 NEXTERA ENERGY INC COM 65339F101 58 760 SH SOLE 760 0 0 PFIZER INC COM 717081103 77 1480 SH SOLE 1480 0 0 COCA COLA CO COM 191216100 34 550 SH SOLE 550 0 0 WILLIAMS COS INC COM 969457100 60 1940 SH SOLE 1940 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 28 560 SH SOLE 560 0 0 VIATRIS INC COM 92556V106 1 184 SH SOLE 184 0 0 BIOGEN INC COM 09062X103 179 880 SH SOLE 880 0 0 DOMINION ENERGY INC COM 25746U109 278 3486 SH SOLE 3486 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 207 2265 SH SOLE 2265 0 0 META PLATFORMS INC CL A 30303M102 123 765 SH SOLE 765 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 141 1532 SH SOLE 1532 0 0 UBER TECHNOLOGIES INC COM 90353T100 115 5665 SH SOLE 5665 0 0 WELLS FARGO CO NEW COM 949746101 229 5852 SH SOLE 5852 0 0 WILLIAMS SONOMA INC COM 969904101 196 1775 SH SOLE 1775 0 0 YUM CHINA HLDGS INC COM 98850P109 201 4164 SH SOLE 4164 0 0