UBP Investment Advisors SA 13F Holdings
CIK 0001727588
As of Sep 30, 2022, UBP Investment Advisors SA reported 80 positions worth
CIK 0001727588
As of Sep 30, 2022, UBP Investment Advisors SA reported 80 positions worth
94.2K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | FLRN | — | 529,152 | 6.0K | 8.26% |
| STATE STREET(R) SPDR(R) PORTFOLIO TIPS ETF | SPIP | — | 537,012 | 3.6K | 7.01% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 372,886 | 3.0K | 6.70% |
| ABRDN GOLD ETF TRUST | SGOL | — | 698,449 | 1.1K | 5.73% |
| NEW YORK LIFE INVESTMENTS ET | — | — | 399,035 | 1.1K | 5.70% |
| ISHARES SHORT DURATION BOND ACTIVE ETF | NEAR | — | 192,152 | $9.5K | 4.88% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 99,973 | $9.2K | 4.72% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 103,891 | $8.2K | 4.22% |
| T-MOBILE US INC | TMUS | Communication Services | 60,400 | $8.1K | 4.17% |
| ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | LEMB | — | 224,214 | $7.2K | 3.73% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 307,586 | $7.0K | 3.60% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 82,380 | $6.5K | 3.37% |
| ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | CMDY | — | 80,411 | $4.4K | 2.28% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 54,217 | $4.4K | 2.27% |
| ISHARES INC | URTH | — | 42,701 | $4.3K | 2.20% |
| VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | VCLT | — | 58,257 | $4.3K | 2.20% |
| ISHARES US & INTL HIGH YIELD CORP BOND ETF | GHYG | — | 108,763 | $4.2K | 2.18% |
| ISHARES MSCI INDIA ETF | INDA | — | 81,628 | $3.3K | 1.71% |
| SPDR S&P 500 ETF TRUST | SPY | — | 6,970 | $2.5K | 1.28% |
| ISHARES LATIN AMERICA 40 ETF | ILF | — | 97,835 | $2.3K | 1.19% |
| STATE STREET(R) ULTRA SHORT TERM BOND ETF | ULST | — | 55,067 | $2.2K | 1.13% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 29,050 | $2.1K | 1.07% |
| HOME DEPOT INC | HD | Consumer Cyclical | 6,801 | .9K | 0.97% |
| APPLE INC | AAPL | Technology | 12,148 | .7K | 0.87% |
| MORGAN STANLEY | MS | Financial Services | 20,150 | .6K | 0.82% |