LWS Wealth Advisors

LWS Wealth Advisors as of March 31, 2022

Portfolio Holdings for LWS Wealth Advisors

LWS Wealth Advisors holds 58 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.1 $21M 47k 453.68
Ishares Tr Core Msci Eafe (IEFA) 8.5 $20M 288k 69.51
Vanguard Specialized Funds Div App Etf (VIG) 7.6 $18M 110k 162.16
Ishares Tr 0-5 Yr Tips Etf (STIP) 7.6 $18M 170k 104.94
Ishares Tr Core 1 5 Yr Usd (ISTB) 4.8 $11M 233k 48.46
Ishares Core Msci Emkt (IEMG) 4.8 $11M 202k 55.55
Ishares Tr Mbs Etf (MBB) 4.6 $11M 107k 101.87
Ishares Tr S&p 500 Val Etf (IVE) 4.2 $9.9M 64k 155.72
Ishares Tr S&p 500 Grwt Etf (IVW) 4.1 $9.7M 127k 76.38
Spdr Ser Tr SPDR S&P1500VL (VLU) 4.0 $9.3M 60k 154.97
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI) 3.8 $8.9M 96k 92.24
Ishares Tr Core S&p Mcp Etf (IJH) 3.4 $7.9M 29k 268.35
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $7.7M 72k 107.89
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.2 $7.4M 155k 48.03
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 3.1 $7.3M 297k 24.44
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.9 $6.9M 156k 43.96
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.5 $5.8M 47k 123.88
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $4.2M 18k 237.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $4.0M 87k 46.13
Ishares Tr Core Div Grwth (DGRO) 1.6 $3.9M 72k 53.41
Vanguard Index Fds Small Cp Etf (VB) 1.6 $3.8M 18k 212.52
Vanguard Index Fds Large Cap Etf (VV) 1.3 $3.0M 14k 208.49
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $2.4M 15k 157.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $2.3M 5.0k 451.64
Ishares Tr S&p 100 Etf (OEF) 0.8 $1.8M 8.6k 208.51
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.5M 6.1k 250.12
Ishares Tr Hdg Msci Eafe (HEFA) 0.6 $1.4M 40k 33.94
Prudential Financial (PRU) 0.4 $1.0M 8.5k 118.18
Apple (AAPL) 0.4 $986k 5.6k 174.67
Accenture Plc Ireland Shs Class A (ACN) 0.4 $984k 2.9k 337.33
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $911k 8.3k 109.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $880k 3.2k 277.60
Ishares Tr Msci Eafe Etf (EFA) 0.4 $830k 11k 73.58
Vanguard World Mega Cap Val Etf (MGV) 0.3 $800k 7.5k 107.30
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.3 $699k 24k 28.72
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $672k 8.7k 77.23
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $665k 4.0k 165.88
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $570k 7.3k 77.95
Vanguard World Mega Grwth Ind (MGK) 0.2 $500k 2.1k 235.52
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $499k 10k 50.09
Vanguard Index Fds Value Etf (VTV) 0.2 $466k 3.2k 147.94
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.2 $461k 26k 17.63
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $444k 9.8k 45.20
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $422k 4.1k 102.28
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $368k 2.9k 125.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $324k 780.00 415.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $320k 1.4k 227.76
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $312k 4.0k 78.79
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $287k 11k 26.20
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.1 $271k 5.0k 54.56
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $270k 2.1k 128.08
Ishares Tr Core Msci Intl (IDEV) 0.1 $260k 4.1k 63.59
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $231k 1.0k 223.19
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $217k 2.2k 96.92
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $214k 2.9k 73.82
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $211k 826.00 255.45
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $210k 1.3k 161.79
Polarityte 0.0 $17k 69k 0.25