0001737871-23-000001.txt : 20230208 0001737871-23-000001.hdr.sgml : 20230208 20230208115304 ACCESSION NUMBER: 0001737871-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230208 DATE AS OF CHANGE: 20230208 EFFECTIVENESS DATE: 20230208 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: 23597923 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 X0202 13F-HR LIVE false false false 0001737871 XXXXXXXX 12-31-2022 12-31-2022 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 02-08-2023 0 117 134855029 false INFORMATION TABLE 2 13f2022q4.xml VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 8156611 108480 SH SOLE 108480 0 0 ISHARES TR A RATE CP BD ETF 46429B291 2012312 43439 SH SOLE 43439 0 0 SPDR SER TR BLOOMBERG SHT TE 78468R408 2776207 114530 SH SOLE 114530 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 5401609 56396 SH SOLE 56396 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 3354188 41323 SH SOLE 41323 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 3561130 30996 SH SOLE 30996 0 0 ISHARES TR JPMORGAN USD EMG 464288281 6053430 71562 SH SOLE 71562 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4667110 60213 SH SOLE 60213 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 346530 15477 SH SOLE 15477 0 0 ISHARES TR IBOXX HI YD ETF 464288513 205133 2786 SH SOLE 2786 0 0 ISHARES TR PFD AND INCM SEC 464288687 207177 6786 SH SOLE 6786 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 682147 9010 SH SOLE 9010 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1218050 25681 SH SOLE 25681 0 0 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 427440 24000 SH SOLE 24000 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 1324954 20593 SH SOLE 20593 0 0 ISHARES TR USD GRN BOND ETF 46435U440 273935 5959 SH SOLE 5959 0 0 PIMCO ETF TR ENHANCD SHORT 72201R643 1293611 13350 SH SOLE 13350 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 549432 7648 SH SOLE 7648 0 0 VANECK ETF TRUST IG FLOATING RATE 92189F486 33688 1354 SH SOLE 1354 0 0 ISHARES INC US INTL HGH YLD 464286178 227156 5487 SH SOLE 5487 0 0 VANECK ETF TRUST EMERGING MRKT HI 92189F353 63407 3482 SH SOLE 3482 0 0 ISHARES TR CORE US AGGBD ET 464287226 60134 620 SH SOLE 620 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1166141 15655 SH SOLE 15655 0 0 ISHARES TR US CONSM STAPLES 464287812 1534639 7568 SH SOLE 7568 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 18755897 49044 SH SOLE 49044 0 0 MICROSOFT CORP COM 594918104 1282557 5348 SH SOLE 5348 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 2533436 127629 SH SOLE 127629 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 4457487 148237 SH SOLE 148237 0 0 DBX ETF TR XTRACK HRVST CSI 233051879 3860708 137784 SH SOLE 137784 0 0 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 3065019 79179 SH SOLE 79179 0 0 ISHARES TR MSCI EURO FL ETF 464289180 752738 42940 SH SOLE 42940 0 0 ISHARES TR GLB CNSM STP ETF 464288737 933485 15652 SH SOLE 15652 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 790329 20853 SH SOLE 20853 0 0 AMAZON COM INC COM 023135106 936768 11152 SH SOLE 11152 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2624371 76736 SH SOLE 76736 0 0 ISHARES INC MSCI SWITZERLAND 464286749 348271 8306 SH SOLE 8306 0 0 ISHARES INC MSCI GERMANY ETF 464286806 74141 2998 SH SOLE 2998 0 0 ISHARES TR MSCI GBL SUS DEV 46435G532 98638 1250 SH SOLE 1250 0 0 ISHARES TR HDG MSCI JAPAN 46434V886 367443 14046 SH SOLE 14046 0 0 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 3088221 79799 SH SOLE 79799 0 0 3M CO COM 88579Y101 15230 127 SH SOLE 127 0 0 NIKE INC CL B 654106103 18488 158 SH SOLE 158 0 0 CVS HEALTH CORP COM 126650100 444703 4772 SH SOLE 4772 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 65503 1011 SH SOLE 1011 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 458268 1721 SH SOLE 1721 0 0 ISHARES TR MSCI USA ESG SLC 464288802 1815321 22052 SH SOLE 22052 0 0 GLOBAL X FDS RENEWABLE ENERGY 37954Y707 672282 51241 SH SOLE 51241 0 0 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 1079373 30664 SH SOLE 30664 0 0 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 8735 435 SH SOLE 435 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 191650 5000 SH SOLE 5000 0 0 INVESCO EXCH TRADED FD TR II GLOBAL WATER 46138E651 375377 11497 SH SOLE 11497 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 42396 606 SH SOLE 606 0 0 ISHARES TR MSCI ACWI EX US 464288240 32942 724 SH SOLE 724 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 24430 380 SH SOLE 380 0 0 SCHLUMBERGER LTD COM STK 806857108 658788 12323 SH SOLE 12323 0 0 KELLOGG CO COM 487836108 84063 1180 SH SOLE 1180 0 0 PACCAR INC COM 693718108 61691 935 SH SOLE 935 0 0 ISHARES TR U.S. TECH ETF 464287721 367981 4940 SH SOLE 4940 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 186168 3358 SH SOLE 3358 0 0 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 48522 530 SH SOLE 530 0 0 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407 49691 1040 SH SOLE 1040 0 0 GLOBAL X FDS FINTECH ETF 37954Y814 50050 2600 SH SOLE 2600 0 0 GLOBAL X FDS INTERNET OF THNG 37954Y780 52905 1830 SH SOLE 1830 0 0 TESLA INC COM 88160R101 52844 429 SH SOLE 429 0 0 MERCK & CO INC COM 58933Y105 123820 1116 SH SOLE 1116 0 0 PROSHARES TR SHT 7-10 YR TR 74348A608 144052 5028 SH SOLE 5028 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 241871 730 SH SOLE 730 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 131287 3317 SH SOLE 3317 0 0 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 5890537 206976 SH SOLE 206976 0 0 FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 33739P103 8507925 174093 SH SOLE 174093 0 0 LISTED FD TR MORGAN CREEK EXO 53656F185 3424486 134212 SH SOLE 134212 0 0 INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 46137V589 2703607 286399 SH SOLE 286399 0 0 SPDR GOLD TR GOLD SHS 78463V107 3402978 20060 SH SOLE 20060 0 0 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 7918518 535759 SH SOLE 535759 0 0 BLOCK INC CL A 852234103 7227 115 SH SOLE 115 0 0 SALESFORCE INC COM 79466L302 137628 1038 SH SOLE 1038 0 0 CORNING INC COM 219350105 11019 345 SH SOLE 345 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 49424 160 SH SOLE 160 0 0 SPDR SER TR BLOOMBERG SHORT 78464A334 193668 7157 SH SOLE 7157 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 366356 11949 SH SOLE 11949 0 0 ISHARES TR MSCI EAFE ETF 464287465 1813305 27625 SH SOLE 27625 0 0 ABRDN INCOME CREDIT STRATEGI COM 003057106 43616 6433 SH SOLE 6433 0 0 FIRST TR STOXX EUROPEAN SELE COMMON SHS 33735T109 94652 8332 SH SOLE 8332 0 0 AMPLIFY ETF TR BLOCKCHAIN LDR 032108607 18144 1200 SH SOLE 1200 0 0 GEVO INC COM PAR 374396406 2850 1500 SH SOLE 1500 0 0 SPDR INDEX SHS FDS S&P GBLINF ETF 78463X855 17403 332 SH SOLE 332 0 0 MORGAN STANLEY COM NEW 617446448 53138 625 SH SOLE 625 0 0 BARCLAYS BANK PLC ETN LKD 48 06746P555 20693 1068 SH SOLE 1068 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 30146 1138 SH SOLE 1138 0 0 ISHARES SILVER TR ISHARES 46428Q109 28868 1311 SH SOLE 1311 0 0 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 46398 2260 SH SOLE 2260 0 0 ABBVIE INC COM 00287Y109 78866 488 SH SOLE 488 0 0 COSTCO WHSL CORP NEW COM 22160K105 64367 141 SH SOLE 141 0 0 APPLE INC COM 037833100 92900 715 SH SOLE 715 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 62093 863 SH SOLE 863 0 0 HOME DEPOT INC COM 437076102 57171 181 SH SOLE 181 0 0 JOHNSON & JOHNSON COM 478160104 315497 1786 SH SOLE 1786 0 0 HONEYWELL INTL INC COM 438516106 48646 227 SH SOLE 227 0 0 PROCTER AND GAMBLE CO COM 742718109 49560 327 SH SOLE 327 0 0 STARBUCKS CORP COM 855244109 68448 690 SH SOLE 690 0 0 NVIDIA CORPORATION COM 67066G104 87684 600 SH SOLE 600 0 0 ALPHABET INC CAP STK CL A 02079K305 204694 2320 SH SOLE 2320 0 0 BIOGEN INC COM 09062X103 243690 880 SH SOLE 880 0 0 CITIGROUP INC COM NEW 172967424 171784 3798 SH SOLE 3798 0 0 DOMINION ENERGY INC COM 25746U109 213762 3486 SH SOLE 3486 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 153680 2265 SH SOLE 2265 0 0 META PLATFORMS INC CL A 30303M102 92060 765 SH SOLE 765 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 139611 1532 SH SOLE 1532 0 0 UBER TECHNOLOGIES INC COM 90353T100 140095 5665 SH SOLE 5665 0 0 WELLS FARGO CO NEW COM 949746101 241629 5852 SH SOLE 5852 0 0 WILLIAMS SONOMA INC COM 969904101 203983 1775 SH SOLE 1775 0 0 YUM CHINA HLDGS INC COM 98850P109 227563 4164 SH SOLE 4164 0 0 AT&T INC COM 00206R102 37 2 SH SOLE 2 0 0 CISCO SYS INC COM 17275R102 48 1 SH SOLE 1 0 0 OTIS WORLDWIDE CORP COM 68902V107 28192 360 SH SOLE 360 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10291 264 SH SOLE 264 0 0 VANECK ETF TRUST BIOTECH ETF 92189F726 11981 75 SH SOLE 75 0 0