0001737871-22-000004.txt : 20221108 0001737871-22-000004.hdr.sgml : 20221108 20221108100329 ACCESSION NUMBER: 0001737871-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221108 DATE AS OF CHANGE: 20221108 EFFECTIVENESS DATE: 20221108 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: 221367587 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 true 0001737871 XXXXXXXX 09-30-2022 09-30-2022 LFA - Lugano Financial Advisors SA

VIA F. PELLI 3 LUGANO V8 6900

13F HOLDINGS REPORT 028-18897 N Tuomas Ahonen 0041919226917 Tuomas Ahonen Lugano V8 11-08-2022 0 115 127364 false INFORMATION TABLE 2 securitylist.xml SPDR SER TR BLOOMBERG SHT TE 78468R408 2755 115852 SH SOLE 115852 0 0 ISHARES TR JPMORGAN USD EMG 464288281 5898 74288 SH SOLE 74288 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4327 57179 SH SOLE 57179 0 0 ISHARES TR A RATE CP BD ETF 46429B291 1994 43945 SH SOLE 43945 0 0 ISHARES TR USD GRN BOND ETF 46435U440 272 5959 SH SOLE 5959 0 0 VANECK ETF TRUST EMERGING MRKT HI 92189F353 60 3546 SH SOLE 3546 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 5747 59868 SH SOLE 59868 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2821 37976 SH SOLE 37976 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 3241 39913 SH SOLE 39913 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 340 15530 SH SOLE 15530 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 3462 30290 SH SOLE 30290 0 0 PIMCO ETF TR ENHANCD SHORT 72201R643 2045 20825 SH SOLE 20825 0 0 ISHARES TR PFD AND INCM SEC 464288687 152 4788 SH SOLE 4788 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 650 8871 SH SOLE 8871 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 1587 25077 SH SOLE 25077 0 0 ISHARES TR IBOXX HI YD ETF 464288513 200 2802 SH SOLE 2802 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1259 26375 SH SOLE 26375 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 546 7648 SH SOLE 7648 0 0 ISHARES INC US INTL HGH YLD 464286178 214 5487 SH SOLE 5487 0 0 ISHARES TR CORE US AGGBD ET 464287226 60 620 SH SOLE 620 0 0 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 412 24000 SH SOLE 24000 0 0 VANECK ETF TRUST IG FLOATING RATE 92189F486 34 1354 SH SOLE 1354 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 2693 141056 SH SOLE 141056 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 10540 29510 SH SOLE 29510 0 0 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 3336 86616 SH SOLE 86616 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2591 85354 SH SOLE 85354 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1363 19879 SH SOLE 19879 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 4342 156918 SH SOLE 156918 0 0 ISHARES TR US CONSM STAPLES 464287812 1677 9325 SH SOLE 9325 0 0 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 1451 47186 SH SOLE 47186 0 0 DBX ETF TR XTRACK HRVST CSI 233051879 4707 173759 SH SOLE 173759 0 0 MICROSOFT CORP COM 594918104 1540 6614 SH SOLE 6614 0 0 ISHARES TR MSCI USA ESG SLC 464288802 1674 22052 SH SOLE 22052 0 0 ISHARES TR GLB CNSM STP ETF 464288737 1221 22436 SH SOLE 22436 0 0 AMAZON COM INC COM 023135106 1568 13880 SH SOLE 13880 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 38 606 SH SOLE 606 0 0 UBER TECHNOLOGIES INC COM 90353T100 300 11330 SH SOLE 11330 0 0 ISHARES INC MSCI SWITZERLAND 464286749 294 7846 SH SOLE 7846 0 0 ISHARES TR MSCI EURO FL ETF 464289180 908 65292 SH SOLE 65292 0 0 GLOBAL X FDS FINTECH ETF 37954Y814 53 2600 SH SOLE 2600 0 0 ISHARES TR U.S. TECH ETF 464287721 362 4940 SH SOLE 4940 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 631 18082 SH SOLE 18082 0 0 BIOGEN INC COM 09062X103 470 1760 SH SOLE 1760 0 0 WELLS FARGO CO NEW COM 949746101 471 11704 SH SOLE 11704 0 0 ISHARES TR MSCI GBL SUS DEV 46435G532 89 1250 SH SOLE 1250 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 75 2418 SH SOLE 2418 0 0 CVS HEALTH CORP COM 126650100 879 9215 SH SOLE 9215 0 0 GLOBAL X FDS RENEWABLE ENERGY 37954Y707 657 51241 SH SOLE 51241 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 210 730 SH SOLE 730 0 0 INVESCO EXCH TRADED FD TR II GLOBAL WATER 46138E651 330 11497 SH SOLE 11497 0 0 MERCK & CO INC COM 58933Y105 96 1116 SH SOLE 1116 0 0 GLOBAL X FDS INTERNET OF THNG 37954Y780 46 1830 SH SOLE 1830 0 0 PACCAR INC COM 693718108 78 935 SH SOLE 935 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 261 3064 SH SOLE 3064 0 0 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 9 435 SH SOLE 435 0 0 TESLA INC COM 88160R101 114 429 SH SOLE 429 0 0 ISHARES INC MSCI GERMANY ETF 464286806 59 2998 SH SOLE 2998 0 0 SCHLUMBERGER LTD COM STK 806857108 788 21942 SH SOLE 21942 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 120 3377 SH SOLE 3377 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 504 1886 SH SOLE 1886 0 0 YUM CHINA HLDGS INC COM 98850P109 394 8328 SH SOLE 8328 0 0 CITIGROUP INC COM NEW 172967424 337 8096 SH SOLE 8096 0 0 SALESFORCE INC COM 79466L302 290 2014 SH SOLE 2014 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 342 4530 SH SOLE 4530 0 0 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 1011 30664 SH SOLE 30664 0 0 ISHARES TR MSCI ACWI EX US 464288240 29 724 SH SOLE 724 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 23 380 SH SOLE 380 0 0 NIKE INC CL B 654106103 13 158 SH SOLE 158 0 0 3M CO COM 88579Y101 14 127 SH SOLE 127 0 0 WILLIAMS SONOMA INC COM 969904101 418 3550 SH SOLE 3550 0 0 META PLATFORMS INC CL A 30303M102 208 1530 SH SOLE 1530 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 59 1011 SH SOLE 1011 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 72 1570 SH SOLE 1570 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 241 5000 SH SOLE 5000 0 0 ALPHABET INC CAP STK CL A 02079K305 505 5280 SH SOLE 5280 0 0 JOHNSON & JOHNSON COM 478160104 543 3322 SH SOLE 3322 0 0 DOMINION ENERGY INC COM 25746U109 482 6972 SH SOLE 6972 0 0 ISHARES TR HDG MSCI JAPAN 46434V886 546 14790 SH SOLE 14790 0 0 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 46 530 SH SOLE 530 0 0 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407 38 785 SH SOLE 785 0 0 KELLOGG CO COM 487836108 82 1180 SH SOLE 1180 0 0 FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 33739P103 8753 186914 SH SOLE 186914 0 0 INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 46137V589 2539 300072 SH SOLE 300072 0 0 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 5968 215152 SH SOLE 215152 0 0 LISTED FD TR MORGAN CREEK EXO 53656F185 4425 179970 SH SOLE 179970 0 0 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 9274 573201 SH SOLE 573201 0 0 SPDR GOLD TR GOLD SHS 78463V107 3268 21128 SH SOLE 21128 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 334 12726 SH SOLE 12726 0 0 ISHARES TR MSCI EAFE ETF 464287465 1663 29685 SH SOLE 29685 0 0 SPDR SER TR BLOOMBERG SHORT 78464A334 190 7615 SH SOLE 7615 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3 10 SH SOLE 10 0 0 BLOCK INC CL A 852234103 6 115 SH SOLE 115 0 0 CORNING INC COM 219350105 10 345 SH SOLE 345 0 0 SPDR INDEX SHS FDS S&P GBLINF ETF 78463X855 16 332 SH SOLE 332 0 0 GEVO INC COM PAR 374396406 3 1500 SH SOLE 1500 0 0 AMPLIFY ETF TR BLOCKCHAIN LDR 032108607 22 1200 SH SOLE 1200 0 0 MORGAN STANLEY COM NEW 617446448 49 625 SH SOLE 625 0 0 BARCLAYS BANK PLC ETN LKD 48 06746P555 18 1068 SH SOLE 1068 0 0 OTIS WORLDWIDE CORP COM 68902V107 23 360 SH SOLE 360 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10 264 SH SOLE 264 0 0 VANECK ETF TRUST BIOTECH ETF 92189F726 11 75 SH SOLE 75 0 0 AT&T INC COM 00206R102 0 3 SH SOLE 3 0 0 CISCO SYS INC COM 17275R102 0 1 SH SOLE 1 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 28 400 SH SOLE 400 0 0 CHEVRON CORP NEW COM 166764100 72 500 SH SOLE 500 0 0 FEDEX CORP COM 31428X106 30 200 SH SOLE 200 0 0 JPMORGAN CHASE & CO COM 46625H100 22 210 SH SOLE 210 0 0 KINDER MORGAN INC DEL COM 49456B101 45 2680 SH SOLE 2680 0 0 NEXTERA ENERGY INC COM 65339F101 60 760 SH SOLE 760 0 0 PFIZER INC COM 717081103 65 1480 SH SOLE 1480 0 0 COCA COLA CO COM 191216100 31 550 SH SOLE 550 0 0 WILLIAMS COS INC COM 969457100 56 1940 SH SOLE 1940 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 21 560 SH SOLE 560 0 0 VIATRIS INC COM 92556V106 2 184 SH SOLE 184 0 0 SIMON PPTY GROUP INC NEW COM 828806109 33 370 SH SOLE 370 0 0