Portfolio Manager

0001737871-24-000002.txt : 20240503 0001737871-24-000002.hdr.sgml : 20240503 20240503103820 ACCESSION NUMBER: 0001737871-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LFA - Lugano Financial Advisors SA CENTRAL INDEX KEY: 0001737871 ORGANIZATION NAME: 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: 24911354 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 03-31-2024 03-31-2024 LFA - Lugano Financial Advisors SA

VIA F. PELLI 3 LUGANO V8 6900

13F HOLDINGS REPORT 028-18897 N Tuomas Ahonen Portfolio Manager 0041919226917 Tuomas Ahonen Lugano V8 05-03-2024 0 160 137357516 false INFORMATION TABLE 2 13f2024q1.xml INVESCO EXCH TRADED FD TR II GLOBAL WATER 46138E651 495636 11497 SH SOLE 11497 0 0 ISHARES TR USD GRN BOND ETF 46435U440 279418 5959 SH SOLE 5959 0 0 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 4608696 332278 SH SOLE 332278 0 0 SPDR GOLD TR GOLD SHS 78463V107 5331645 25917 SH SOLE 25917 0 0 INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 46137V118 1087351 16485 SH SOLE 16485 0 0 ISHARES TR IBONDS DEC 29 46436E205 3070294 134544 SH SOLE 134544 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2188969 4930 SH SOLE 4930 0 0 ISHARES TR MSCI EAFE ETF 464287465 1795413 22482 SH SOLE 22482 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 508840 14874 SH SOLE 14874 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1522944 11194 SH SOLE 11194 0 0 BROADCOM INC COM 11135F101 34461 26 SH SOLE 26 0 0 TEXAS INSTRS INC COM 882508104 43553 250 SH SOLE 250 0 0 NVIDIA CORPORATION COM 67066G104 50599 56 SH SOLE 56 0 0 QUALCOMM INC COM 747525103 137980 815 SH SOLE 815 0 0 CORNING INC COM 219350105 11371 345 SH SOLE 345 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 188139 1555 SH SOLE 1555 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 23480612 44890 SH SOLE 44890 0 0 SPDR SER TR BLOOMBERG SHT TE 78468R408 2971597 117827 SH SOLE 117827 0 0 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 3484083 112790 SH SOLE 112790 0 0 FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 33739P103 3059693 49622 SH SOLE 49622 0 0 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 4395770 77953 SH SOLE 77953 0 0 ISHARES TR JPMORGAN USD EMG 464288281 1551291 17300 SH SOLE 17300 0 0 ISHARES TR HDG MSCI JAPAN 46434V886 449809 10697 SH SOLE 10697 0 0 ISHARES INC US INTL HGH YLD 464286178 158984 3601 SH SOLE 3601 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 321969 4433 SH SOLE 4433 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4141033 53564 SH SOLE 53564 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 4149311 80413 SH SOLE 80413 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2708785 64850 SH SOLE 64850 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 2443096 29874 SH SOLE 29874 0 0 ISHARES TR A RATE CP BD ETF 46429B291 3946822 83126 SH SOLE 83126 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 4147760 64961 SH SOLE 64961 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 663782 8485 SH SOLE 8485 0 0 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 3635378 50261 SH SOLE 50261 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 3515693 60046 SH SOLE 60046 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1123535 14901 SH SOLE 14901 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 1021172 13981 SH SOLE 13981 0 0 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 3225361 61377 SH SOLE 61377 0 0 ISHARES TR MSCI GBL SUS DEV 46435G532 98388 1250 SH SOLE 1250 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 915074 28392 SH SOLE 28392 0 0 TESLA INC COM 88160R101 121822 693 SH SOLE 693 0 0 DEERE & CO COM 244199105 178261 434 SH SOLE 434 0 0 CATERPILLAR INC COM 149123101 458038 1250 SH SOLE 1250 0 0 BLOCK INC CL A 852234103 9727 115 SH SOLE 115 0 0 MASTERCARD INCORPORATED CL A 57636Q104 30820 64 SH SOLE 64 0 0 VISA INC COM CL A 92826C839 192844 691 SH SOLE 691 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 16733 67 SH SOLE 67 0 0 DOW INC COM 260557103 57930 1000 SH SOLE 1000 0 0 ECOLAB INC COM 278865100 20088 87 SH SOLE 87 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 239530 10077 SH SOLE 10077 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 454879 11073 SH SOLE 11073 0 0 ISHARES INC MSCI SWITZERLAND 464286749 811294 17044 SH SOLE 17044 0 0 ISHARES INC MSCI EMRG CHN 46434G764 204201 3547 SH SOLE 3547 0 0 ISHARES TR GLOBAL TECH ETF 464287291 67329 900 SH SOLE 900 0 0 APPLE INC COM 037833100 667915 3895 SH SOLE 3895 0 0 BANK AMERICA CORP COM 060505104 50358 1328 SH SOLE 1328 0 0 CITIGROUP INC COM NEW 172967424 88536 1400 SH SOLE 1400 0 0 JPMORGAN CHASE & CO COM 46625H100 298447 1490 SH SOLE 1490 0 0 ISHARES TR MSCI USA ESG SLC 464288802 3412108 31255 SH SOLE 31255 0 0 ISHARES TR PFD AND INCM SEC 464288687 102330 3175 SH SOLE 3175 0 0 ISHARES INC MSCI WORLD ETF 464286392 197367 1362 SH SOLE 1362 0 0 ISHARES TR IBOXX HI YD ETF 464288513 171939 2212 SH SOLE 2212 0 0 SPDR SER TR BLOOMBERG SHORT 78464A334 170154 6455 SH SOLE 6455 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 869827 17683 SH SOLE 17683 0 0 QUANTUMSCAPE CORP COM CL A 74767V109 12580 2000 SH SOLE 2000 0 0 LENNAR CORP CL A 526057104 67760 394 SH SOLE 394 0 0 ELECTRONIC ARTS INC COM 285512109 103483 780 SH SOLE 780 0 0 GENERAL MLS INC COM 370334104 230551 3295 SH SOLE 3295 0 0 MONDELEZ INTL INC CL A 609207105 161000 2300 SH SOLE 2300 0 0 UNITED RENTALS INC COM 911363109 195421 271 SH SOLE 271 0 0 EXXON MOBIL CORP COM 30231G102 94503 813 SH SOLE 813 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 17139 249 SH SOLE 249 0 0 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 437280 24000 SH SOLE 24000 0 0 CISCO SYS INC COM 17275R102 24955 500 SH SOLE 500 0 0 MERCK & CO INC COM 58933Y105 11876 90 SH SOLE 90 0 0 WELLS FARGO CO NEW COM 949746101 4695 81 SH SOLE 81 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4205 10 SH SOLE 10 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 440860 3500 SH SOLE 3500 0 0 ISHARES TR S&P 500 VAL ETF 464287408 261534 1400 SH SOLE 1400 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 198880 500 SH SOLE 500 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 85060 1000 SH SOLE 1000 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 239057 1300 SH SOLE 1300 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 172770 1830 SH SOLE 1830 0 0 ISHARES TR ISHARES BIOTECH 464287556 164664 1200 SH SOLE 1200 0 0 VANECK ETF TRUST BIOTECH ETF 92189F726 51562 310 SH SOLE 310 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 707859 1350 SH SOLE 1350 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 689826 2550 SH SOLE 2550 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 305440 4000 SH SOLE 4000 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 169324 813 SH SOLE 813 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 65410 801 SH SOLE 801 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 33682 228 SH SOLE 228 0 0 ISHARES INC MSCI GERMANY ETF 464286806 70580 2223 SH SOLE 2223 0 0 MICROSOFT CORP COM 594918104 2295869 5457 SH SOLE 5457 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 73850 1760 SH SOLE 1760 0 0 BLACKSTONE INC COM 09260D107 262740 2000 SH SOLE 2000 0 0 KKR & CO INC COM 48251W104 286653 2850 SH SOLE 2850 0 0 ISHARES TR MSCI ACWI EX US 464288240 26642 499 SH SOLE 499 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 41230 380 SH SOLE 380 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 49363 1022 SH SOLE 1022 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1076982 13377 SH SOLE 13377 0 0 DISNEY WALT CO COM 254687106 36708 300 SH SOLE 300 0 0 AMAZON COM INC COM 023135106 1836810 10183 SH SOLE 10183 0 0 CVS HEALTH CORP COM 126650100 25204 316 SH SOLE 316 0 0 SCHLUMBERGER LTD COM STK 806857108 4385 80 SH SOLE 80 0 0 AMERICAN ELEC PWR CO INC COM 025537101 96863 1125 SH SOLE 1125 0 0 CONSOLIDATED EDISON INC COM 209115104 119506 1316 SH SOLE 1316 0 0 DTE ENERGY CO COM 233331107 121335 1082 SH SOLE 1082 0 0 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 128275 6065 SH SOLE 6065 0 0 ISHARES TR IBDS DEC28 ETF 46435U515 2551044 102431 SH SOLE 102431 0 0 SALESFORCE INC COM 79466L302 18673 62 SH SOLE 62 0 0 HUMANA INC COM 444859102 19763 57 SH SOLE 57 0 0 ABBOTT LABS COM 002824100 219136 1928 SH SOLE 1928 0 0 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 173718 2750 SH SOLE 2750 0 0 ISHARES TR 10-20 YR TRS ETF 464288653 107551 1024 SH SOLE 1024 0 0 ISHARES TR US CONSM STAPLES 464287812 122343 1809 SH SOLE 1809 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 122049 2998 SH SOLE 2998 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 199888 800 SH SOLE 800 0 0 AUTODESK INC COM 052769106 110679 425 SH SOLE 425 0 0 ALPHABET INC CAP STK CL C 02079K107 453735 2980 SH SOLE 2980 0 0 META PLATFORMS INC CL A 30303M102 138390 285 SH SOLE 285 0 0 ALPHABET INC CAP STK CL A 02079K305 93124 617 SH SOLE 617 0 0 GLOBAL X FDS RENEWABLE ENERGY 37954Y707 629218 63880 SH SOLE 63880 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 1280655 13529 SH SOLE 13529 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 1721052 14861 SH SOLE 14861 0 0 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 12541 435 SH SOLE 435 0 0 ISHARES TR CORE S&P500 ETF 464287200 135113 257 SH SOLE 257 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 29523 408 SH SOLE 408 0 0 TRACTOR SUPPLY CO COM 892356106 144731 553 SH SOLE 553 0 0 BOOKING HOLDINGS INC COM 09857L108 65302 18 SH SOLE 18 0 0 PIMCO ETF TR ENHANCD SHORT 72201R643 976251 9900 SH SOLE 9900 0 0 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 2309446 51921 SH SOLE 51921 0 0 ISHARES TR ESG AWRE 1 5 YR 46435G243 5408171 220922 SH SOLE 220922 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 115250 5000 SH SOLE 5000 0 0 ISHARES INC MSCI GBL ETF NEW 46434G848 19182 460 SH SOLE 460 0 0 ELI LILLY & CO COM 532457108 108136 139 SH SOLE 139 0 0 GILEAD SCIENCES INC COM 375558103 10988 150 SH SOLE 150 0 0 ABBVIE INC COM 00287Y109 218520 1200 SH SOLE 1200 0 0 PFIZER INC COM 717081103 55500 2000 SH SOLE 2000 0 0 ZOETIS INC CL A 98978V103 169210 1000 SH SOLE 1000 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 128725 1900 SH SOLE 1900 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 99450 900 SH SOLE 900 0 0 ISHARES TR MSCI CHINA A 46434V514 10043 387 SH SOLE 387 0 0 ISHARES TR MSCI INDIA ETF 46429B598 12949 251 SH SOLE 251 0 0 GALLAGHER ARTHUR J & CO COM 363576109 98766 395 SH SOLE 395 0 0 MARRIOTT INTL INC NEW CL A 571903202 45920 182 SH SOLE 182 0 0 YUM BRANDS INC COM 988498101 166380 1200 SH SOLE 1200 0 0 MCDONALDS CORP COM 580135101 140975 500 SH SOLE 500 0 0 YUM CHINA HLDGS INC COM 98850P109 99475 2500 SH SOLE 2500 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 104118 700 SH SOLE 700 0 0 COCA COLA CO COM 191216100 97888 1600 SH SOLE 1600 0 0 PEPSICO INC COM 713448108 80505 460 SH SOLE 460 0 0 HONEYWELL INTL INC COM 438516106 170768 832 SH SOLE 832 0 0 DUPONT DE NEMOURS INC COM 26614N102 61336 800 SH SOLE 800 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 55082 1742 SH SOLE 1742 0 0 ISHARES INC CORE MSCI EMKT 46434G103 49381 957 SH SOLE 957 0 0 ISHARES TR CORE MSCI EAFE 46432F842 117416 1582 SH SOLE 1582 0 0 COMCAST CORP NEW CL A 20030N101 60690 1400 SH SOLE 1400 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 51736 890 SH SOLE 890 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 307476 7300 SH SOLE 7300 0 0 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 151107 3270 SH SOLE 3270 0 0 SPDR SER TR BLOOMBERG EMERGI 78464A391 147293 7185 SH SOLE 7185 0 0