LFA - Lugano Financial Advisors SA
224 holdingsFiling period: 2026-03-31Current AUM: $207.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 42.6K | $27.7M | $31.8M | 15.30% | +3.6K | 2026-03-31 |
| 2 | ESGD | ISHARES TR | 229.6K | $21.9M | $24.0M | 11.56% | -- | 2026-03-31 |
| 3 | GLD | SPDR GOLD TR | 31.4K | $13.5M | $11.7M | 5.61% | +1 | 2026-03-31 |
| 4 | FNDE | SCHWAB STRATEGIC TR | 334.6K | $12.8M | $13.8M | 6.64% | +121.4K | 2026-03-31 |
| 5 | SUSB | ISHARES TR | 457.1K | $11.4M | $11.3M | 5.42% | -- | 2026-03-31 |
| 6 | IGIB | ISHARES TR | 98.3K | $5.2M | $5.1M | 2.45% | +7.0K | 2026-03-31 |
| 7 | VWOB | VANGUARD WHITEHALL FDS | 75.9K | $4.9M | $4.9M | 2.38% | -976 | 2026-03-31 |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | 57.4K | $4.5M | $4.5M | 2.16% | +7.4K | 2026-03-31 |
| 9 | FEZ | SPDR INDEX SHS FDS | 71.9K | $4.5M | $5.0M | 2.41% | +32.5K | 2026-03-31 |
| 10 | IBND | SPDR SERIES TRUST | 125.7K | $3.9M | $3.9M | 1.87% | +282 | 2026-03-31 |
| 11 | SJNK | SPDR SERIES TRUST | 153.2K | $3.8M | $3.8M | 1.81% | +29.5K | 2026-03-31 |
| 12 | FTLS | FIRST TR EXCH TRADED FD III | 52.1K | $3.7M | $3.9M | 1.88% | -7,223 | 2026-03-31 |
| 13 | IBDU | ISHARES TR | 151.6K | $3.5M | $3.5M | 1.67% | +130 | 2026-03-31 |
| 14 | TLH | ISHARES TR | 33.9K | $3.4M | $3.3M | 1.56% | +33 | 2026-03-31 |
| 15 | QAI | NEW YORK LIFE INVESTMENTS ET | 98.0K | $3.3M | $3.5M | 1.70% | -1,164 | 2026-03-31 |
| 16 | VGIT | VANGUARD SCOTTSDALE FDS | 55.4K | $3.3M | $3.2M | 1.54% | +1.3K | 2026-03-31 |
| 17 | VSGX | VANGUARD WORLD FD | 44.3K | $3.2M | $3.5M | 1.71% | +20.6K | 2026-03-31 |
| 18 | GDX | VANECK ETF TRUST | 34.2K | $3.1M | $2.5M | 1.22% | +1.9K | 2026-03-31 |
| 19 | IEF | ISHARES TR | 28.9K | $2.7M | $2.7M | 1.28% | -- | 2026-03-31 |
| 20 | CIBR | FIRST TR EXCHANGE-TRADED FD | 40.7K | $2.5M | $3.7M | 1.80% | +3.8K | 2026-03-31 |
| 21 | QQQ | INVESCO QQQ TR | 4.3K | $2.5M | $3.0M | 1.42% | -335 | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 11.6K | $2.4M | $3.1M | 1.51% | +112 | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 6.5K | $2.4M | $3.0M | 1.45% | +115 | 2026-03-31 |
| 24 | IBDT | ISHARES TR | 94.3K | $2.4M | $2.4M | 1.13% | +1.0K | 2026-03-31 |
| 25 | SHY | ISHARES TR | 25.1K | $2.1M | $2.0M | 0.99% | +598 | 2026-03-31 |
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