LFA - Lugano Financial Advisors SA 13F Holdings
CIK 0001737871 · LUGANO, V8
As of Sep 30, 2025, LFA - Lugano Financial Advisors SA reported 229 positions worth
CIK 0001737871 · LUGANO, V8
As of Sep 30, 2025, LFA - Lugano Financial Advisors SA reported 229 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 40,378 | $26.9M | 14.20% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 229,552 | $21.3M | 11.27% |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | SUSB | — | 457,113 | 1.5M | 6.09% |
| SPDR GOLD TRUST | GQ9 | — | 30,638 | 0.9M | 5.75% |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | — | 213,903 | $7.7M | 4.08% |
| VANGUARD WHITEHALL FUNDS | VWOB | — | 77,220 | $5.1M | 2.71% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 88,985 | $4.8M | 2.53% |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | SDVY | — | 119,647 | $4.5M | 2.40% |
| FIRST TRUST LONG/SHORT EQUITY ETF | FTLS | — | 61,711 | $4.3M | 2.28% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 40,204 | $4.0M | 2.13% |
| SPDR SERIES TRUST | — | — | 124,787 | $4.0M | 2.12% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 50,172 | $4.0M | 2.11% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 157,043 | $3.7M | 1.94% |
| NEW YORK LIFE INVESTMENTS ET | — | — | 107,168 | $3.6M | 1.90% |
| ISHARES 10-20 YEAR TREASURY BOND ETF | TLH | — | 33,525 | $3.4M | 1.82% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 56,528 | $3.4M | 1.79% |
| SPDR(R) EURO STOXX 50(R) ETF | FEZ | — | 54,118 | $3.4M | 1.77% |
| MICROSOFT CORP | MSFT | Technology | 6,381 | $3.3M | 1.74% |
| STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | SJNK | — | 119,615 | $3.0M | 1.61% |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | CIBR | — | 38,609 | $2.9M | 1.55% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 28,863 | $2.8M | 1.47% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 4,619 | $2.8M | 1.46% |
| AMAZON.COM INC | AMZN | Equity | 11,841 | $2.6M | 1.37% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 93,268 | $2.4M | 1.25% |
| VANECK GOLD MINERS ETF | GDX | — | 29,340 | $2.2M | 1.18% |