HoldingsChannel.com
Lenox Wealth Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF (SPY) 311,041 -12,208 $91,135
     SPY311,041-12,208$91,135
ISHARES EDGE MSCI MIN VOL GLBL ETF (ACWV) 782,388 +69,351 $72,074
     ACWV782,388+69,351$72,074
ISHARES MSCI EAFE ETF (EFA) 1,039,022 -299,970 $68,295
     EFA1,039,022-299,970$68,295
ISHARES CORE S&P MID CAP ETF (IJH) 295,481 +13,760 $57,400
     IJH295,481+13,760$57,400
GOLDMAN SACHS ACTVBETA US LRG ETF (GSLC) 747,281 +28,281 $43,918
     GSLC747,281+28,281$43,918
FLEXSHARES INTL QTY DIV INDEX ETF (IQDF) 1,770,924 +1,770,924 $40,767
     IQDF1,770,924+1,770,924$40,767
WSDMTRE CBOE S P 500 PUTWRT STRG ETF (PUTW) 1,408,404 +20,663 $38,804
     PUTW1,408,404+20,663$38,804
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF (BSCL) 1,371,752 +82,473 $29,067
     BSCL1,371,752+82,473$29,067
JPMORGAN DVRSFD RTRN INTRNL EQT ETF (JPIN) 460,123 +20,381 $25,058
     JPIN460,123+20,381$25,058
VANGUARD TOTAL WORLD STOCK ETF (VT) 307,807 +18,234 $23,135
     VT307,807+18,234$23,135
SCHWAB US LARGE CAP ETF (SCHX) 161,172 +8,425 $11,313
     SCHX161,172+8,425$11,313
SPDR LARGE CAP ETF (SPLG) 153,799 +151,299 $5,312
     SPLG153,799+151,299$5,312
SPDR MID CAP ETF (SPMD) 116,144 +7,265 $3,957
     SPMD116,144+7,265$3,957
VANGUARD SHRT INF PROT SEC INDEX ETF (VTIP) 79,124 +2,507 $3,902
     VTIP79,124+2,507$3,902
VANGUARD SHORT TERM COR BD ETF (VCSH) 44,129 +2,492 $3,560
     VCSH44,129+2,492$3,560
ISHARES RUSSELL 1000 VALUE ETF (IWD) 27,426 -5,276 $3,489
     IWD27,426-5,276$3,489
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF (SHM) 64,601 +3,110 $3,161
     SHM64,601+3,110$3,161
APPLE INC 12,839 +612 $2,541
     AAPL12,839+612$2,541
AMAZON.COM INC 1,298 -107 $2,458
     AMZN1,298-107$2,458
XTRACKERS MSCI EAFE HDGD EQY ETF (DBEF) 77,532 -1,300 $2,451
     DBEF77,532-1,300$2,451
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 54,274 -12,332 $2,264
     VEA54,274-12,332$2,264
FLEXSHARES QUAL DIV ETF (QDF) 46,949 +2,682 $2,106
     QDF46,949+2,682$2,106
MICROSOFT CORP 15,387 +1,562 $2,061
     MSFT15,387+1,562$2,061
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 36,304 -1,045 $1,544
     VWO36,304-1,045$1,544
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 22,898 -4,262 $1,314
     SCZ22,898-4,262$1,314
ISHARES CORE MSCI EAFE ETF (IEFA) 17,486 +334 $1,074
     IEFA17,486+334$1,074
ALPHABET INC. CLASS A 896 -7 $970
     GOOGL896-7$970
VISA INC CLASS A 5,510 -274 $956
     V5,510-274$956
SPDR S&P MIDCAP 400 ETF (MDY) 2,545 -47 $903
     MDY2,545-47$903
VANGUARD REAL ESTATE ETF (VNQ) 10,237 +1,255 $895
     VNQ10,237+1,255$895
WISDOMTREE INTERNATIONAL HGH DIV ETF (DTH) 17,951 +561 $725
     DTH17,951+561$725
FACEBOOK INC CLASS A 3,637 +212 $702
     FB3,637+212$702
COSTCO WHOLESALE CO 2,500 UNCH $661
     COST2,500UNCH$661
EVOLENT HEALTH INC CLASS A 69,974 UNCH $556
     EVH69,974UNCH$556
ISHARES NATIONAL MUNI BOND ETF (MUB) 4,655 +18 $526
     MUB4,655+18$526
PFIZER INC 11,475 -95 $497
     PFE11,475-95$497
ALPHABET INC. CLASS C 453 -31 $490
     GOOG453-31$490
VANGUARD GROWTH ETF (VUG) 2,971 -14 $485
     VUG2,971-14$485
WALMART INC 4,086 +235 $451
     WMT4,086+235$451
CISCO SYSTEMS INC 7,978 UNCH $437
     CSCO7,978UNCH$437
EXXON MOBIL CORP 5,705 +1,035 $437
     XOM5,705+1,035$437
BERKSHIRE HATHAWAY CLASS B      $436
     BRK.B2,044+726$436
BLACKROCK ENHANCED EQUIT 48,787 +48,787 $433
     BDJ48,787+48,787$433
iShares MSCI Emerging Mkt Min Vol Index (EEMV) 7,250 UNCH $427
     EEMV7,250UNCH$427
CALAVO GROWERS INC 4,406 -1,010 $426
     CVGW4,406-1,010$426
SPDR S&P DIVIDEND ETF (SDY) 3,912 UNCH $395
     SDY3,912UNCH$395
PHILIP MORRIS INTL 5,000 -54 $393
     PM5,000-54$393
M & T BANK CORP 2,278 UNCH $387
     MTB2,278UNCH$387
SPDR MSCI ACWI EX US ETF (CWI) 10,491 -300,443 $385
     CWI10,491-300,443$385
PEPSICO INC 2,667 +921 $350
     PEP2,667+921$350

See Full List: All Stocks Held By Lenox Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lenox Wealth Advisors LLC

Size ($ in 1000's)
At 06/30/2019: $573,020
At 03/31/2019: $532,842

Lenox Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lenox Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Lenox Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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