Lenox Wealth Advisors, LLC
Q1 2022 13F Holdings
- Locationnew york, NY
- Num holdings
793
- Value ($000)
$797,791
- Date Filed04/14/2022
- Form type13F-HR
- CIK0001569292
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IJH ISHARES CORE S&P MID CAP ETF | COM | 464287507 | $124.48M | 16 % | 476,940 | ||
ACWV ISHARES MSCI GLOBAL MIN VOL FCT ETF | COM | 464286525 | $105.13M | 13 % | 982,560 | ||
SPY SPDR S&P 500 ETF | COM | 78462F103 | $94.52M | 12 % | 211,176 | ||
IEFA ISHARES CORE MSCI EAFE ETF | COM | 46432F842 | $55.28M | 7 % | 804,026 | ||
KRE SPDR PORTFOLIO S&P 500 ETF | COM | 78464A854 | $44.47M | 6 % | 844,785 | ||
NOBL PROSHARES S&P 500 DIV ARISTOCRAT ETF | COM | 74348A467 | $42.35M | 5 % | 438,219 | ||
DTH WISDOMTREE INTERNATIONAL HGH DIV ETF | COM | 97717W802 | $41.88M | 5 % | 1,046,722 | ||
EFA ISHARES MSCI EAFE ETF | COM | 464287465 | $35.44M | 4 % | 486,213 | ||
JPIN JPMORGAN DIVERSIFIED RETURN INTERNAT | COM | 46641Q209 | $31.77M | 4 % | 565,407 | ||
VT VANGUARD TOTAL WORLD STOCK ETF | COM | 922042742 | $31.38M | 4 % | 313,369 |
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