$228 Million is the total value of LWS Wealth Advisors, Inc.'s 58 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $325,000 | – | 1,465 | +100.0% | 0.14% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $308,000 | – | 4,862 | +100.0% | 0.14% | – |
| VOO | New | VANGUARD INDEX FDS | $308,000 | – | 780 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 9.6% |
| VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 7.8% |
| ISHARES TR | 16 | Q3 2023 | 8.5% |
| ISHARES TR | 16 | Q3 2023 | 8.1% |
| ISHARES TR | 16 | Q3 2023 | 11.2% |
| ISHARES INC | 16 | Q3 2023 | 5.2% |
| ISHARES TR | 16 | Q3 2023 | 5.4% |
| ISHARES TR | 16 | Q3 2023 | 5.0% |
| ISHARES TR | 16 | Q3 2023 | 5.6% |
| ISHARES TR | 16 | Q3 2023 | 5.2% |
View LWS Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-02 |
| 13F-HR | 2021-11-09 |
View LWS Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.