HoldingsChannel.com
LWS Wealth Advisors Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VCSH) 249,674 -15,738 $19,749
     VCSH249,674-15,738$19,749
VANGUARD MUN BD FD INC (VTEB) 303,260 -4,208 $16,042
     VTEB303,260-4,208$16,042
ISHARES TR (MBB) 105,558 -2,489 $11,658
     MBB105,558-2,489$11,658
VANGUARD SPECIALIZED FUNDS (VIG) 106,257 +2,598 $10,986
     VIG106,257+2,598$10,986
ISHARES TR (IVV) 38,752 -5,025 $10,013
     IVV38,752-5,025$10,013
ISHARES TR (STIP) 99,953 -6,696 $9,806
     STIP99,953-6,696$9,806
ISHARES TR (IEFA) 174,917 -33,868 $8,726
     IEFA174,917-33,868$8,726
ISHARES TR (IVW) 43,116 -6,983 $7,116
     IVW43,116-6,983$7,116
ISHARES TR (IJH) 45,316 -7,841 $6,519
     IJH45,316-7,841$6,519
ISHARES TR (IVE) 54,812 -12,385 $5,276
     IVE54,812-12,385$5,276
ISHARES INC (IEMG) 122,871 -35,508 $4,972
     IEMG122,871-35,508$4,972
ISHARES TR (EFAV) 51,069 -298 $3,169
     EFAV51,069-298$3,169
ISHARES TR (IJR) 53,882 -17,326 $3,023
     IJR53,882-17,326$3,023
ISHARES TR (ISTB) 57,360 -752 $2,896
     ISTB57,360-752$2,896
VANGUARD INTL EQUITY INDEX F (VSS) 34,820 -856 $2,725
     VSS34,820-856$2,725
VANGUARD INDEX FDS (VO) 20,419 +17,160 $2,688
     VO20,419+17,160$2,688
FIDELITY COVINGTON TR 60,550 +869 $2,603
     FHLC60,550+869$2,603
FIDELITY COVINGTON TR 78,530 +3,264 $2,539
     FSTA78,530+3,264$2,539
ISHARES TR (DGRO) 67,333 -27,785 $2,194
     DGRO67,333-27,785$2,194
VANGUARD INDEX FDS (VV) 16,534 +16,021 $1,958
     VV16,534+16,021$1,958
VANGUARD INTL EQUITY INDEX F (VWO) 54,911 +40,101 $1,843
     VWO54,911+40,101$1,843
VANGUARD TAX MANAGED INTL FD (VEA) 110,639 +80,195 $1,507
     VEA110,639+80,195$1,507
VANGUARD INDEX FDS (VB) 12,583 +11,132 $1,453
     VB12,583+11,132$1,453
ISHARES TR (IJJ) 9,942 -4,678 $1,091
     IJJ9,942-4,678$1,091
INVESCO EXCHANGE TRADED FD T (RSP) 12,688 +1,273 $1,066
     RSP12,688+1,273$1,066
ISHARES TR (IJK) 5,747 -3,613 $1,025
     IJK5,747-3,613$1,025
ISHARES TR (OEF) 7,970 +29 $945
     OEF7,970+29$945
SPDR S&P 500 ETF TR (SPY) 3,117 -350 $803
     SPY3,117-350$803
ISHARES TR (IWB) 5,604 -654 $793
     IWB5,604-654$793
ISHARES TR (HEFA) 30,874 -1,433 $748
     HEFA30,874-1,433$748
ISHARES TR (IWF) 4,385 -139 $661
     IWF4,385-139$661
VANGUARD WORLD FD (MGV) 8,924 +371 $589
     MGV8,924+371$589
ACCENTURE PLC IRELAND 3,304 +1 $539
     ACN3,304+1$539
INVESCO EXCHANGE TRADED FD T (VRP) 22,348 -3,954 $480
     VRP22,348-3,954$480
ISHARES TR (EFA) 8,822 -18,003 $472
     EFA8,822-18,003$472
ISHARES TR (IJT) 3,323 -1,200 $458
     IJT3,323-1,200$458
APPLE INC 1,783 +357 $453
     AAPL1,783+357$453
VANGUARD INDEX FDS (VTV) 4,951 +4,951 $441
     VTV4,951+4,951$441
ISHARES TR (IJS) 4,326 -1,265 $432
     IJS4,326-1,265$432
PRUDENTIAL FINL INC 8,232 UNCH $429
     PRU8,232UNCH$429
VANGUARD WORLD FD (MGK) 2,969 -228 $377
     MGK2,969-228$377
ISHARES TR (IWD) 3,550 -27 $352
     IWD3,550-27$352
UNITED STS COMMODITY INDEX F (USCI) 12,711 +304 $329
     USCI12,711+304$329
PIMCO ETF TR (STPZ) 5,792 -77 $300
     STPZ5,792-77$300
ISHARES TR (SHYG) 7,255 -2,350 $296
     SHYG7,255-2,350$296
ISHARES TR (SUSA) 2,307 -44 $253
     SUSA2,307-44$253
SPDR SER TR (SJNK) 10,309 -3,189 $243
     SJNK10,309-3,189$243
VANGUARD INDEX FDS (VOT) 1,888 -74 $239
     VOT1,888-74$239
AMAZON COM INC 108 UNCH $211
     AMZN108UNCH$211
POLARITYTE INC 56,120 +56,120 $61
     PTE56,120+56,120$61

See Full List: All Stocks Held By LWS Wealth Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By LWS Wealth Advisors Inc.

Size ($ in 1000's)
At 03/31/2020: $153,579
At 12/31/2019: $194,167

LWS Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LWS Wealth Advisors Inc. 13F filings. Link to 13F filings: SEC filings

LWS Wealth Advisors Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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