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Institutional Investment Manager
Lenox Wealth Advisors, LLC
Lenox Wealth Advisors, LLC (CIK: 0001569292) incorporated in New York, located at 90 Park Avenue, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 109 holdings with a total value of $310,427,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 SPDR MSCI ACWI EX-US 188,786 5,945,000 1.92%
102 VANGUARD INTL EQUITY INDEX F 183,155 11,172,000 3.60%
103 J P MORGAN EXCHANGE TRADED F 262,990 12,871,000 4.15%
104 GOLDMAN SACHS ETF TR 567,933 25,194,000 8.12%
105 POWERSHARES GLOBAL ETF FD 1,298,047 27,609,000 8.89%
106 ISHARES TR 736,596 42,524,000 13.70%
107 ISHARES TR 258,499 42,741,000 13.77%
108 DBX ETF TR 1,914,608 53,724,000 17.31%
109 SPDR S&P 500 ETF TR 291,320 65,119,000 20.98%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-17-001296, filed 2017.01.09).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.