LUGANO, V8
Allocation by class
Portfolio Concentration
Top 3 weight
32.1%
Top 10 weight
56.1%
Voting Authority Distribution
Total shares with voting rights: 3.07M
Full voting authority
3.07M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 42.58K | SH | $27.69M 14.08% | 42.58K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AW MSCI EAFE | 229.55K | SH | $21.95M 11.16% | 229.55K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 31.39K | SH | $13.50M 6.87% | 31.39K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL EMER | 334.56K | SH | $12.80M 6.51% | 334.56K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 457.11K | SH | $11.37M 5.78% | 457.11K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 5-10YR INVT | 98.34K | SH | $5.19M 2.64% | 98.34K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 75.92K | SH | $4.94M 2.51% | 75.92K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 57.42K | SH | $4.52M 2.30% | 57.42K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 71.95K | SH | $4.47M 2.27% | 71.95K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG INTL | 125.70K | SH | $3.89M 1.98% | 125.70K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 153.24K | SH | $3.78M 1.92% | 153.24K | 0.00 | 0.00 |
FIRST TR EXCH TRADED FD IIISOLE | LNG/SHT EQUITY | 52.08K | SH | $3.66M 1.86% | 52.08K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 29 | 151.64K | SH | $3.50M 1.78% | 151.64K | 0.00 | 0.00 |
ISHARES TRSOLE | 10-20 YR TRS ETF | 33.95K | SH | $3.39M 1.73% | 33.95K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | NYLI HEDGE MULTI | 98.01K | SH | $3.34M 1.70% | 98.01K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 55.36K | SH | $3.28M 1.67% | 55.36K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 44.26K | SH | $3.17M 1.61% | 44.26K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 34.23K | SH | $3.14M 1.60% | 34.23K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 28.86K | SH | $2.74M 1.39% | 28.86K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDAQ CYB ETF | 40.68K | SH | $2.55M 1.30% | 40.68K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.30K | SH | $2.48M 1.26% | 4.30K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 11.57K | SH | $2.41M 1.23% | 11.57K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.49K | SH | $2.40M 1.22% | 6.49K | 0.00 | 0.00 |
ISHARES TRSOLE | IBDS DEC28 ETF | 94.31K | SH | $2.37M 1.21% | 94.31K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 25.15K | SH | $2.06M 1.05% | 25.15K | 0.00 | 0.00 |