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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Lenox Wealth Advisors, LLC INSTITUTION : Lenox Wealth Advisors, LLC
Lenox Wealth Advisors, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-07-14) --- full portfolio
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
SPDR S&P 500 ETF    (COM) SPY 86,267,000 279,762 13.67%
ISHARES CORE S&P MID-CAP ETF    (COM) IJH 83,949,000 472,102 13.30%
ISHARES EDGE MSCI MIN VOL GLBL ETF    (COM) ACWV 77,788,000 888,192 12.32%
ISHARES CORE MSCI EAFE ETF    (COM) IEFA 49,106,000 859,097 7.78%
GOLDMAN SACHS ACTVBETA US LRG ETF    (COM) 47,308,000 755,713 7.49%
WSDMTRE CBOE S P 500 PUTWRT STRG ETF    (COM) 41,098,000 1,641,305 6.51%
WISDOMTREE INTERNATIONAL HGH DIV ETF    (COM) DTH 31,543,000 957,012 4.99%
PROSHARES S&P 500 DIV ARISTOCRAT ETF    (COM) NOBL 27,288,000 405,162 4.32%
VANGUARD TOTAL WORLD STOCK ETF    (COM) 27,001,000 360,979 4.27%
JPMORGAN DVRSFD RTRN INTRNL EQT ETF    (COM) JPIN 24,319,000 492,198 3.85%
SPDR PORTFOLIO S&P 500 ETF    (COM) ELR 18,831,000 519,463 2.98%
ISHARES MSCI EAFE ETF    (COM) EFA 17,039,000 279,917 2.70%
SCHWAB US LARGE CAP ETF    (COM) SCHX 13,107,000 176,884 2.07%
FLEXSHARES INTL QTY DIV INDEX ETF    (COM) IQDF 10,287,000 511,514 1.63%
SPDR PORTFOLIO S&P 400 MID CAP ETF    (COM) EMM 9,118,000 291,774 1.44%
APPLE INC    (COM) AAPL 5,185,000 14,213 0.82%
AMAZON.COM INC    (COM) AMZN 4,582,000 1,661 0.72%
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF    (COM) 3,916,000 78,527 0.62%
VANGUARD SHRT INF PROT SEC INDEX ETF    (COM) VTIP 3,714,000 74,032 0.58%
FLEXSHARES QUALDIV ETF IV    (COM) QDF 3,355,000 79,400 0.53%


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MAJOR GURUS:
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