LWS Wealth Advisors

LWS Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for LWS Wealth Advisors

LWS Wealth Advisors holds 58 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.6 $23M 49k 477.00
Vanguard Specialized Funds Div App Etf (VIG) 7.8 $19M 111k 171.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 7.4 $18M 171k 105.88
Ishares Tr Core Msci Eafe (IEFA) 6.4 $16M 209k 74.64
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.0 $12M 240k 50.43
Ishares Tr Mbs Etf (MBB) 4.8 $12M 110k 107.43
Ishares Core Msci Emkt (IEMG) 4.5 $11M 184k 59.86
Ishares Tr S&p 500 Grwt Etf (IVW) 4.5 $11M 131k 83.67
Ishares Tr S&p 500 Val Etf (IVE) 4.2 $10M 65k 156.64
Spdr Ser Tr SPDR S&P1500VL (VLU) 3.8 $9.4M 60k 155.69
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI) 3.8 $9.3M 95k 98.49
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $8.1M 29k 283.08
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $8.0M 70k 114.51
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 3.1 $7.5M 289k 25.92
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.8 $7.0M 136k 51.06
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.8 $6.9M 153k 45.30
Ishares Tr Msci Eafe Min Vl (EFAV) 2.5 $6.2M 80k 76.77
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.5 $6.1M 46k 133.97
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $4.6M 18k 254.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $4.1M 84k 49.46
Ishares Tr Core Div Grwth (DGRO) 1.6 $4.0M 72k 55.58
Vanguard Index Fds Small Cp Etf (VB) 1.6 $3.9M 17k 226.03
Vanguard Index Fds Large Cap Etf (VV) 1.3 $3.1M 14k 221.03
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $2.4M 15k 162.78
Ishares Tr S&p 100 Etf (OEF) 0.8 $1.9M 8.6k 219.17
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.6M 6.2k 264.47
Ishares Tr Hdg Msci Eafe (HEFA) 0.6 $1.4M 39k 35.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.3M 2.8k 474.91
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.2M 2.9k 414.47
Prudential Financial (PRU) 0.5 $1.1M 10k 108.25
Apple (AAPL) 0.4 $988k 5.6k 177.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $968k 3.2k 305.56
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $945k 8.5k 110.67
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $853k 18k 48.87
Vanguard World Mega Cap Val Etf (MGV) 0.3 $794k 7.4k 106.82
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $735k 8.6k 85.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $674k 4.0k 167.91
Vanguard World Mega Grwth Ind (MGK) 0.2 $553k 2.1k 260.60
United Sts Commodity Index F Comm Idx Fnd (USCI) 0.2 $497k 11k 43.45
Vanguard Index Fds Value Etf (VTV) 0.2 $482k 3.3k 147.22
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.2 $447k 32k 14.06
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $441k 4.2k 104.48
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $408k 2.9k 138.92
Ishares Tr Msci Eafe Etf (EFA) 0.1 $357k 4.5k 78.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $341k 780.00 437.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $339k 1.4k 241.63
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $327k 12k 27.16
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $316k 3.9k 80.82
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $309k 4.9k 63.55
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $306k 13k 23.02
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $284k 2.2k 128.97
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.1 $283k 5.1k 55.12
Ishares Tr Core Msci Intl (IDEV) 0.1 $276k 4.1k 67.58
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $263k 1.0k 254.35
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $242k 826.00 292.98
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $238k 2.2k 106.49
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $215k 1.3k 165.90
Polarityte 0.0 $41k 69k 0.59