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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 (2017Q1)
Original 13F HR (0001144204-17-019641) filed in 2017.04.07
#
Name
Shares
Value ($)
%
Options
Notes
1 SPDR S&P 500 ETF TR 290,810 68,556 20.87%
2 DBX ETF TR 1,935,614 57,275 17.44%
3 ISHARES TR 743,670 46,323 14.10%
4 ISHARES TR 260,867 44,666 13.60%
5 POWERSHARES GLOBAL ETF FD 1,367,138 30,145 9.18%
6 GOLDMAN SACHS ETF TR 595,823 27,873 8.49%
7 J P MORGAN EXCHANGE TRADED F 283,922 15,065 4.59%
8 VANGUARD INTL EQUITY INDEX F 186,357 12,154 3.70%
9 SPDR MSCI ACWI EX-US 197,589 6,740 2.05%
10 SCHWAB U.S. LARGE-CAP ETF 79,909 4,496 1.37%
11 ISHARES TR 35,600 4,092 1.25%
12 FLEXSHARES QUALITY DIVIDEND INDEX FUND 40,370 1,648 0.50%
13 SPDR SER TR 31,216 1,512 0.46%
14 PEPSICO INC 6,852 766 0.23%
15 ISHARES TR 6,766 734 0.22%
16 APPLE INC 4,951 711 0.22%
17 AMAZON COM INC 505 448 0.14%
18 ISHARES 7,250 388 0.12%
19 ISHARES TR 3,178 346 0.11%
20 PUBLIC SVC ENTERPRISE GRP IN 6,177 274 0.08%
21 VANGUARD INDEX FDS 1,200 260 0.08%
22 ISHARES TR 2,974 258 0.08%
23 MICROSOFT CORP 3,739 246 0.07%
24 ISHARES TR 2,262 235 0.07%
25 ISHARES TR 1,650 217 0.07%
26 ALPHABET INC 240 203 0.06%
27 SL GREEN RLTY CORP 1,636 174 0.05%
28 ALPHABET INC 190 158 0.05%
29 VANGUARD INDEX FDS 1,096 146 0.04%
30 ISHARES RUSSELL 1000 ETF 1,095 144 0.04%
31 ISHARES TR 709 133 0.04%
32 ISHARES TR 2,085 121 0.04%
33 JOHNSON & JOHNSON 871 108 0.03%
34 GENERAL MLS INC 1,818 107 0.03%
35 EXXON MOBIL CORP 1,217 100 0.03%
36 WISDOMTREE TR 1,505 95 0.03%
37 LIBERTY PROP 2,432 94 0.03%
38 KRAFT HEINZ CO 1,000 91 0.03%
39 DU PONT E I DE NEMOURS & CO 1,000 80 0.02%
40 LOCKHEED MARTIN CORP 275 74 0.02%
41 ALTRIA GROUP INC 1,000 71 0.02%
42 VANGUARD INDEX FDS 566 69 0.02%
43 ISHARES GOLD TRUST 5,580 67 0.02%
44 POWERSHARES QQQ TRUST 450 60 0.02%
45 PROCTER AND GAMBLE CO 651 58 0.02%
46 ISHARES TR 411 56 0.02%
47 NUVEEN CR STRATEGIES INCOME FD COM SHS 6,000 52 0.02%
48 BLACKSTONE GSO STRATEGIC CR FD COM SHS BEN IN 3,000 48 0.01%
49 AMERICAN ELEC PWR INC 700 47 0.01%
50 NIKE INC 825 46 0.01%
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