Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lenox Wealth Advisors, LLC (CIK 1569292) reported $797.8M across 791 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: IJH ($124.5M, 15.60%), ACWV ($105.1M, 13.18%), SPY ($94.5M, 11.85%), IEFA ($55.3M, 6.93%), SPLG ($44.5M, 5.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES CORE S&P MID CAP ETF | $124.5M | 15.60% | 476,940 | Trimmed |
| 2 | ACWV | ISHARES MSCI GLOBAL MIN VOL FCT ETF | $105.1M | 13.18% | 982,560 | Added |
| 3 | SPY | SPDR S&P 500 ETF | $94.5M | 11.85% | 211,176 | Trimmed |
| 4 | IEFA | ISHARES CORE MSCI EAFE ETF | $55.3M | 6.93% | 804,026 | Trimmed |
| 5 | SPLG | SPDR PORTFOLIO S&P 500 ETF | $44.5M | 5.57% | 844,785 | Added |
| 6 | NOBL | PROSHARES S&P 500 DIV ARISTOCRAT ETF | $42.4M | 5.31% | 438,219 | Added |
| 7 | DTH | WISDOMTREE INTERNATIONAL HGH DIV ETF | $41.9M | 5.25% | 1.0M | Trimmed |
| 8 | EFA | ISHARES MSCI EAFE ETF | $35.4M | 4.44% | 486,213 | Added |
| 9 | JPIN | JPMORGAN DIVERSIFIED RETURN INTERNAT | $31.8M | 3.98% | 565,407 | Added |
| 10 | VT | VANGUARD TOTAL WORLD STOCK ETF | $31.4M | 3.93% | 313,369 | Trimmed |
| 11 | IQDF | FLEXSHARES INTL QTY DIV INDEX ETF | $24.1M | 3.02% | 1.0M | Added |
| 12 | SCHX | SCHWAB US LARGE CAP ETF | $16.9M | 2.12% | 317,645 | Added |
| 13 | QDF | FLEXSHARES QUAL DIV ETF | $11.7M | 1.46% | 197,538 | Added |
| 14 | SPMD | SPDR PORTFOLIO S&P 400 MID CAP ETF | $10.6M | 1.33% | 231,058 | Trimmed |
| 15 | AAPL | APPLE INC | $9.0M | 1.13% | 52,902 | Added |
| 16 | GSLC | GOLDMAN SACHS ACTVBETA US LRG ETF | $6.8M | 0.86% | 77,357 | Added |
| 17 | AMZN | AMAZON.COM INC | $4.7M | 0.59% | 1,536 | Added |
| 18 | MSFT | MICROSOFT CORP | $4.4M | 0.55% | 14,660 | Added |
| 19 | VTIP | VANGUARD SHORT INFLATION PROT ETF IV | $3.8M | 0.47% | 74,784 | Added |
| 20 | SHM | SPDR NUVEN BLM SHT TM MPL BND ETF | $3.5M | 0.44% | 74,128 | Trimmed |
| 21 | VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $3.4M | 0.43% | 30,379 | Hold |
| 22 | KOMP | SPDR S&P KENSHO NEW ECONOMIES COMPOS | $2.8M | 0.35% | 56,558 | Added |
| 23 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $2.6M | 0.32% | 32,606 | Hold |
| 24 | SPYD | SPDR S&P 500 HIGH DIVIDEND ETF | $2.6M | 0.32% | 58,000 | Hold |
| 25 | GOOGL | ALPHABET INC. CLASS A | $2.5M | 0.31% | 924 | Added |
Source: SEC Form 13F filings · as of 2022-03-31