Lenox Wealth Advisors, Inc. 13F Holdings

CIK 02815215 · New York, NY

As of Mar 31, 2022, Lenox Wealth Advisors, Inc. reported 793 positions worth $788.2K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P MID-CAP ETFIJH—476,940 24.5K15.79%
ISHARES MSCI GLOBAL MIN VOL FACTOR ETFACWV—982,560 05.1K13.34%
SPDR S&P 500 ETF TRUSTSPY—211,176$94.5K11.99%
ISHARES CORE MSCI EAFE ETFIEFA—804,026$55.3K7.01%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETFSPYM—844,785$44.5K5.64%
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFNOBL—438,219$42.4K5.37%
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUNDDTH—1,046,722$41.9K5.31%
ISHARES MSCI EAFE ETFEFA—486,213$35.4K4.50%
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETFJPIN—565,407$31.8K4.03%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVT—313,369$31.4K3.98%
FLEXSHARES TRIQDF—1,005,468$24.1K3.05%
SCHWAB US LARGE-CAP ETFSCHXEquity317,645 6.9K2.15%
FLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF—197,538 1.7K1.48%
SS SPDR P S&P 400 MIDCAP ETFSPMD—231,058 0.6K1.34%
APPLE INCAAPLTechnology52,902$9.0K1.14%
GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETFGSLC—77,357$6.8K0.87%
AMAZON.COM INCAMZNEquity1,536$4.7K0.60%
MICROSOFT CORPMSFTTechnology14,660$4.4K0.55%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUNDVTIP—74,784$3.8K0.48%
STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETFSHM—74,128$3.5K0.44%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—30,379$3.4K0.44%
STATE STREET(R) SPDR(R) S&P KENSHO NEW ECONOMIES COMPOSITE ETFKOMP—56,558$2.8K0.36%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity32,606$2.6K0.33%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETFSPYD—58,000$2.6K0.33%
ALPHABET INCGOOGLEquity924$2.5K0.31%