| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -1,501 | -100.0% | -0.09% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -1,041 | -100.0% | -0.09% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -950 | -100.0% | -0.09% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -3,332 | -100.0% | -0.10% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -2,167 | -100.0% | -0.11% | – |
| STPZ | Exit | PIMCO ETF TR1-5 us tip idx | $0 | – | -4,991 | -100.0% | -0.11% | – |
| SJNK | Exit | SPDR SER TRbloomberg sht te | $0 | – | -11,132 | -100.0% | -0.12% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -3,918 | -100.0% | -0.12% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,315 | -100.0% | -0.12% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -6,391 | -100.0% | -0.13% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -2,901 | -100.0% | -0.14% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,872 | -100.0% | -0.14% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -3,718 | -100.0% | -0.14% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -1,722 | -100.0% | -0.17% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -3,641 | -100.0% | -0.22% | – |
| IDEV | Exit | ISHARES TRcore msci intl | $0 | – | -8,737 | -100.0% | -0.22% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -3,983 | -100.0% | -0.26% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -16,691 | -100.0% | -0.28% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -8,834 | -100.0% | -0.28% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -7,103 | -100.0% | -0.31% | – |
| OEF | Exit | ISHARES TRs&p 100 etf | $0 | – | -3,701 | -100.0% | -0.32% | – |
| MGV | Exit | VANGUARD WORLD FDmega cap val etf | $0 | – | -7,852 | -100.0% | -0.35% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -2,917 | -100.0% | -0.39% | – |
| AAPL | Exit | APPLE INC | $0 | – | -5,574 | -100.0% | -0.42% | – |
| Exit | LITMAN GREGORY FDS TRimgp dbi managed | $0 | – | -39,417 | -100.0% | -0.50% | – | |
| FSMB | Exit | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $0 | – | -68,816 | -100.0% | -0.58% | – |
| HEFA | Exit | ISHARES TRhdg msci eafe | $0 | – | -45,097 | -100.0% | -0.59% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -32,323 | -100.0% | -0.65% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -26,092 | -100.0% | -0.79% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -19,006 | -100.0% | -0.85% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -5,030 | -100.0% | -0.94% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -9,346 | -100.0% | -0.96% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -17,764 | -100.0% | -1.10% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -15,010 | -100.0% | -1.28% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -66,871 | -100.0% | -1.45% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -88,344 | -100.0% | -1.52% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -18,857 | -100.0% | -1.56% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -18,984 | -100.0% | -1.73% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -6,179 | -100.0% | -1.75% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -53,812 | -100.0% | -2.50% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -87,347 | -100.0% | -2.62% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -150,302 | -100.0% | -2.88% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -167,903 | -100.0% | -3.01% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -150,433 | -100.0% | -3.05% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -74,093 | -100.0% | -3.06% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -28,573 | -100.0% | -3.12% | – |
| VRP | Exit | INVESCO EXCH TRADED FD TR IIvar rate pfd | $0 | – | -319,433 | -100.0% | -3.13% | – |
| VLU | Exit | SPDR SER TRspdr s&p1500vl | $0 | – | -59,421 | -100.0% | -3.76% | – |
| PSCI | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp indl | $0 | – | -89,612 | -100.0% | -3.90% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -249,119 | -100.0% | -5.19% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -80,712 | -100.0% | -5.43% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -141,478 | -100.0% | -5.50% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -109,407 | -100.0% | -7.44% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -176,611 | -100.0% | -7.49% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -286,579 | -100.0% | -8.07% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -47,159 | -100.0% | -8.86% | – |
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.