0001737871-23-000002.txt : 20230509 0001737871-23-000002.hdr.sgml : 20230509 20230509102514 ACCESSION NUMBER: 0001737871-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230509 DATE AS OF CHANGE: 20230509 EFFECTIVENESS DATE: 20230509 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: 23900585 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 03-31-2023 03-31-2023 LFA - Lugano Financial Advisors SA

VIA F. PELLI 3 LUGANO V8 6900

13F HOLDINGS REPORT 028-18897 N Tuomas Ahonen 041919226917 Tuomas Ahonen Lugano V8 05-09-2023 0 111 132159127 false INFORMATION TABLE 2 13flist2023q1.xml YUM CHINA HLDGS INC COM 98850P109 105608 1666 SH SOLE 1666 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 26874 380 SH SOLE 380 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1484971 15964 SH SOLE 15964 0 0 SPDR SER TR BLOOMBERG SHT TE 78468R408 3164119 127380 SH SOLE 127380 0 0 PROSHARES TR SHT 7-10 YR TR 74348A608 140105 5028 SH SOLE 5028 0 0 SPDR SER TR BLOOMBERG SHORT 78464A334 195171 7157 SH SOLE 7157 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 3697622 31429 SH SOLE 31429 0 0 PIMCO ETF TR ENHANCD SHORT 72201R643 9672 9900 SH SOLE 9900 0 0 WILLIAMS SONOMA INC COM 969904101 185045 1521 SH SOLE 1521 0 0 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 55751 530 SH SOLE 530 0 0 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 3370709 78847 SH SOLE 78847 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 126046 3317 SH SOLE 3317 0 0 UBER TECHNOLOGIES INC COM 90353T100 88063 2778 SH SOLE 2778 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 32262 1138 SH SOLE 1138 0 0 BLOCK INC CL A 852234103 7895 115 SH SOLE 115 0 0 APPLE INC COM 037833100 117904 715 SH SOLE 715 0 0 AMAZON COM INC COM 023135106 1487789 14404 SH SOLE 14404 0 0 BIOGEN INC COM 09062X103 103149 371 SH SOLE 371 0 0 COSTCO WHSL CORP NEW COM 22160K105 70059 141 SH SOLE 141 0 0 META PLATFORMS INC CL A 30303M102 123561 583 SH SOLE 583 0 0 ALPHABET INC CAP STK CL A 02079K305 109228 1053 SH SOLE 1053 0 0 MICROSOFT CORP COM 594918104 1678771 5823 SH SOLE 5823 0 0 NVIDIA CORPORATION COM 67066G104 166662 600 SH SOLE 600 0 0 STARBUCKS CORP COM 855244109 71850 690 SH SOLE 690 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 99575 844 SH SOLE 844 0 0 TESLA INC COM 88160R101 89000 429 SH SOLE 429 0 0 ABBVIE INC COM 00287Y109 77773 488 SH SOLE 488 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 59815 863 SH SOLE 863 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 49403 160 SH SOLE 160 0 0 CITIGROUP INC COM NEW 172967424 91670 1955 SH SOLE 1955 0 0 SALESFORCE INC COM 79466L302 131855 660 SH SOLE 660 0 0 CVS HEALTH CORP COM 126650100 111316 1498 SH SOLE 1498 0 0 DOMINION ENERGY INC COM 25746U109 194902 3486 SH SOLE 3486 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 123057 2265 SH SOLE 2265 0 0 CORNING INC COM 219350105 12172 345 SH SOLE 345 0 0 HOME DEPOT INC COM 437076102 53417 181 SH SOLE 181 0 0 JOHNSON & JOHNSON COM 478160104 117335 757 SH SOLE 757 0 0 KELLOGG CO COM 487836108 79013 1180 SH SOLE 1180 0 0 3M CO COM 88579Y101 13349 127 SH SOLE 127 0 0 MERCK & CO INC COM 58933Y105 118731 1116 SH SOLE 1116 0 0 MORGAN STANLEY COM NEW 617446448 54875 625 SH SOLE 625 0 0 NIKE INC CL B 654106103 19377 158 SH SOLE 158 0 0 PROCTER AND GAMBLE CO COM 742718109 48622 327 SH SOLE 327 0 0 SCHLUMBERGER LTD COM STK 806857108 476221 9699 SH SOLE 9699 0 0 WELLS FARGO CO NEW COM 949746101 79657 2131 SH SOLE 2131 0 0 GEVO INC COM PAR 374396406 2310 1500 SH SOLE 1500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 18597769 45428 SH SOLE 45428 0 0 FIRST TR STOXX EUROPEAN SELE COMMON SHS 33735T109 97193 8332 SH SOLE 8332 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 42009 511 SH SOLE 511 0 0 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 402000 24000 SH SOLE 24000 0 0 FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 33739P103 8134884 160104 SH SOLE 160104 0 0 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 6186567 435061 SH SOLE 435061 0 0 ABRDN INCOME CREDIT STRATEGI COM 003057106 42908 6433 SH SOLE 6433 0 0 BARCLAYS BANK PLC ETN LKD 48 06746P555 22225 1068 SH SOLE 1068 0 0 LISTED FD TR MORGAN CREEK EXO 53656F185 3268495 129062 SH SOLE 129062 0 0 ISHARES TR MSCI EAFE ETF 464287465 1542686 21570 SH SOLE 21570 0 0 ISHARES SILVER TR ISHARES 46428Q109 28999 1311 SH SOLE 1311 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 725156 18377 SH SOLE 18377 0 0 ISHARES INC MSCI GERMANY ETF 464286806 85323 2998 SH SOLE 2998 0 0 ISHARES INC MSCI SWITZERLAND 464286749 298251 6581 SH SOLE 6581 0 0 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 8670 435 SH SOLE 435 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 507390 1581 SH SOLE 1581 0 0 SPDR GOLD TR GOLD SHS 78463V107 3593311 19612 SH SOLE 19612 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 242813 730 SH SOLE 730 0 0 AMPLIFY ETF TR BLOCKCHAIN LDR 032108607 23220 1200 SH SOLE 1200 0 0 GLOBAL X FDS FINTECH ETF 37954Y814 54132 2600 SH SOLE 2600 0 0 GLOBAL X FDS INTERNET OF THNG 37954Y780 60902 1830 SH SOLE 1830 0 0 GLOBAL X FDS RENEWABLE ENERGY 37954Y707 634876 51241 SH SOLE 51241 0 0 INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 46137V589 2802684 277219 SH SOLE 277219 0 0 INVESCO EXCH TRADED FD TR II GLOBAL WATER 46138E651 402165 11497 SH SOLE 11497 0 0 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407 51074 1040 SH SOLE 1040 0 0 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 126152 6065 SH SOLE 6065 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 342816 15477 SH SOLE 15477 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 202050 5000 SH SOLE 5000 0 0 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 5773006 197638 SH SOLE 197638 0 0 ISHARES TR 10-20 YR TRS ETF 464288653 5077902 44333 SH SOLE 44333 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 3630157 44184 SH SOLE 44184 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 5864534 59166 SH SOLE 59166 0 0 ISHARES TR A RATE CP BD ETF 46429B291 2300626 48090 SH SOLE 48090 0 0 ISHARES TR CORE US AGGBD ET 464287226 61777 620 SH SOLE 620 0 0 ISHARES TR HDG MSCI JAPAN 46434V886 316611 10963 SH SOLE 10963 0 0 ISHARES TR GLB CNSM STP ETF 464288737 890841 14380 SH SOLE 14380 0 0 ISHARES TR USD GRN BOND ETF 46435U440 280613 5959 SH SOLE 5959 0 0 ISHARES TR IBOXX HI YD ETF 464288513 206705 2736 SH SOLE 2736 0 0 ISHARES TR JPMORGAN USD EMG 464288281 6259959 72554 SH SOLE 72554 0 0 ISHARES TR MSCI ACWI EX US 464288240 35309 724 SH SOLE 724 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 20157 297 SH SOLE 297 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 4420736 140430 SH SOLE 140430 0 0 ISHARES TR MSCI GBL SUS DEV 46435G532 98988 1250 SH SOLE 1250 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 302050 9363 SH SOLE 9363 0 0 ISHARES TR MSCI USA ESG SLC 464288802 1812275 20648 SH SOLE 20648 0 0 ISHARES TR PFD AND INCM SEC 464288687 204429 6548 SH SOLE 6548 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 2791729 141139 SH SOLE 141139 0 0 ISHARES TR US CONSM STAPLES 464287812 1465536 7356 SH SOLE 7356 0 0 ISHARES INC US INTL HGH YLD 464286178 147729 3450 SH SOLE 3450 0 0 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 1172285 30664 SH SOLE 30664 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 100543 1095 SH SOLE 1095 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 1500624 22374 SH SOLE 22374 0 0 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 2970135 66150 SH SOLE 66150 0 0 SPDR INDEX SHS FDS S&P GBLINF ETF 78463X855 18084 332 SH SOLE 332 0 0 VANECK ETF TRUST EMERGING MRKT HI 92189F353 64138 3482 SH SOLE 3482 0 0 VANECK ETF TRUST IG FLOATING RATE 92189F486 33809 1354 SH SOLE 1354 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 95692 1570 SH SOLE 1570 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5585799 69631 SH SOLE 69631 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 1379555 17305 SH SOLE 17305 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4340231 56936 SH SOLE 56936 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 564652 7648 SH SOLE 7648 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1151332 23535 SH SOLE 23535 0 0 DBX ETF TR XTRACK HRVST CSI 233051879 3971457 134717 SH SOLE 134717 0 0 AT&T INC COM 00206R102 19 1 SH SOLE 1 0 0 CISCO SYS INC COM 17275R102 52 1 SH SOLE 1 0 0