Top 50 LFA - Lugano Financial Advisors SA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 14.08% | 42.6K | $27.7M | +9.32%(+3.63K) | $408.44(+81.74%) | 2026-03-31 | |
| ESGD | ISHARES TR | 11.16% | 229.6K | $21.9M | +0.00%(+0) | $85.82(+19.26%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 6.87% | 31.4K | $13.5M | +0.00%(+1) | $191.74(+124.53%) | 2026-03-31 | |
| FNDE | SCHWAB STRATEGIC TR | 6.51% | 334.6K | $12.8M | +56.95%(+121.40K) | $35.52(+16.42%) | 2026-03-31 | |
| SUSB | ISHARES TR | 5.78% | 457.1K | $11.4M | +0.00%(+0) | $24.52(+1.89%) | 2026-03-31 | |
| IGIB | ISHARES TR | 2.64% | 98.3K | $5.2M | +7.72%(+7.04K) | $50.91(+4.26%) | 2026-03-31 | |
| VWOB | VANGUARD WHITEHALL FDS | 2.51% | 75.9K | $4.9M | -1.27%(-976) | $62.25(+6.99%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.3% | 57.4K | $4.5M | +14.80%(+7.41K) | $77.47(+2.00%) | 2026-03-31 | |
| FEZ | SPDR INDEX SHS FDS | 2.27% | 71.9K | $4.5M | +82.32%(+32.48K) | $47.89(+38.52%) | 2026-03-31 | |
| IBND | SPDR SERIES TRUST | 1.98% | 125.7K | $3.9M | +0.22%(+282) | $31.09(+1.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.48% | +27.67% |
| Top 20 Holdings Unweighted | +5.55% | +17.60% |
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