All Stocks Held By LWS Wealth Advisors Inc.

As of 12/31/2023, we find all stocks held by LWS Wealth Advisors Inc. to be as follows, presented in the table below with each row detailing each LWS Wealth Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-LWS Wealth Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by LWS Wealth Advisors Inc. as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
ISHARES TR (IVV)	51,768	+4,609	$24,726
IVV	51,768	+4,609	$24,726
ISHARES TR (IEFA)	306,878	+20,299	$21,589
IEFA	306,878	+20,299	$21,589
VANGUARD SPECIALIZED FUNDS (VIG)	116,204	+6,797	$19,801
VIG	116,204	+6,797	$19,801
ISHARES TR (STIP)	188,959	+12,348	$18,629
STIP	188,959	+12,348	$18,629
ISHARES TR (IVE)	85,027	+4,315	$14,785
IVE	85,027	+4,315	$14,785
ISHARES INC (IEMG)	279,117	+29,998	$14,118
IEMG	279,117	+29,998	$14,118
ISHARES TR (MBB)	143,001	+1,523	$13,454
MBB	143,001	+1,523	$13,454
INVESCO EXCH TRADED FD TR II (PSCI)	93,933	+4,321	$10,892
PSCI	93,933	+4,321	$10,892
SPDR SER TR (VLU)	63,297	+3,876	$10,145
VLU	63,297	+3,876	$10,145
ISHARES TR (IJH)	33,865	+5,292	$9,386
IJH	33,865	+5,292	$9,386
ISHARES TR (IJR)	84,461	+10,368	$9,143
IJR	84,461	+10,368	$9,143
INVESCO EXCH TRADED FD TR II (VRP)	343,633	+24,200	$7,931
VRP	343,633	+24,200	$7,931
ISHARES TR (ISTB)	160,748	+10,315	$7,645
ISTB	160,748	+10,315	$7,645
ISHARES TR (SHYG)	179,428	+11,525	$7,575
SHYG	179,428	+11,525	$7,575
VANGUARD TAX MANAGED FDS (VEA)	153,267	+2,965	$7,341
VEA	153,267	+2,965	$7,341
VANGUARD INTL EQUITY INDEX F (VSS)	58,545	+4,733	$6,734
VSS	58,545	+4,733	$6,734
ISHARES TR (IVW)	86,278	-1,069	$6,479
IVW	86,278	-1,069	$6,479
VANGUARD INDEX FDS (VO)	18,831	-153	$4,381
VO	18,831	-153	$4,381
VANGUARD INDEX FDS (VB)	18,916	+59	$4,035
VB	18,916	+59	$4,035
ISHARES TR (DGRO)	68,741	+1,870	$3,700
DGRO	68,741	+1,870	$3,700
VANGUARD INTL EQUITY INDEX F (VWO)	87,614	-730	$3,601
VWO	87,614	-730	$3,601
ISHARES TR (MUB)	30,515	+11,509	$3,308
MUB	30,515	+11,509	$3,308
VANGUARD INDEX FDS (VV)	14,816	-194	$3,232
VV	14,816	-194	$3,232
SPDR SER TR (SHM)	63,395	+31,072	$3,030
SHM	63,395	+31,072	$3,030
INVESCO EXCHANGE TRADED FD T (RSP)	17,684	-80	$2,791
RSP	17,684	-80	$2,791
ISHARES TR (EFA)	33,704	+7,612	$2,540
EFA	33,704	+7,612	$2,540
SPDR S&P 500 ETF TR (SPY)	5,029	-1	$2,390
SPY	5,029	-1	$2,390
ISHARES TR (IWB)	9,064	-282	$2,377
IWB	9,064	-282	$2,377
ISHARES TR (HEFA)	45,480	+383	$1,433
HEFA	45,480	+383	$1,433
FIRST TR EXCH TRADED FD III (FSMB)	62,682	-6,134	$1,251
FSMB	62,682	-6,134	$1,251
LITMAN GREGORY FDS TR	42,206	+2,789	$1,087
DBMF	42,206	+2,789	$1,087
ACCENTURE PLC IRELAND	2,917	UNCH	$1,024
ACN	2,917	UNCH	$1,024
APPLE INC	5,279	-295	$1,016
AAPL	5,279	-295	$1,016
UNION PAC CORP	3,732	+3,732	$917
UNP	3,732	+3,732	$917
VANGUARD WORLD FD (MGV)	7,762	-90	$849
MGV	7,762	-90	$849
ISHARES TR (IJJ)	7,182	+79	$819
IJJ	7,182	+79	$819
ISHARES TR (OEF)	3,640	-61	$813
OEF	3,640	-61	$813
VANGUARD SCOTTSDALE FDS (VMBS)	15,463	+15,463	$717
VMBS	15,463	+15,463	$717
MICROCHIP TECHNOLOGY INC.	7,875	+7,875	$710
MCHP	7,875	+7,875	$710
ISHARES TR (IJK)	8,881	+47	$704
IJK	8,881	+47	$704
ISHARES TR (EEM)	16,404	-287	$660
EEM	16,404	-287	$660
ISHARES TR (IWD)	3,911	-72	$646
IWD	3,911	-72	$646
DIAGEO PLC	4,097	+4,097	$597
DEO	4,097	+4,097	$597
ISHARES TR (IDEV)	8,772	+35	$558
IDEV	8,772	+35	$558
VANGUARD INDEX FDS (VTV)	3,629	-12	$543
VTV	3,629	-12	$543
VANECK ETF TRUST (SHYD)	22,575	+22,575	$500
SHYD	22,575	+22,575	$500
AMERICAN WTR WKS CO INC NEW	3,666	+3,666	$484
AWK	3,666	+3,666	$484
VANGUARD MUN BD FDS (VTEB)	9,089	+2,698	$464
VTEB	9,089	+2,698	$464
VANGUARD WORLD FD (MGK)	1,726	+4	$448
MGK	1,726	+4	$448
ISHARES TR (IJS)	3,772	+54	$389
IJS	3,772	+54	$389
ISHARES TR (IWM)	1,837	-35	$369
IWM	1,837	-35	$369
ISHARES TR (IJT)	2,913	+12	$365
IJT	2,913	+12	$365
VANGUARD INDEX FDS (VTI)	1,291	-24	$306
VTI	1,291	-24	$306
ISHARES TR (IWR)	3,835	-83	$298
IWR	3,835	-83	$298
SPDR SER TR (SJNK)	11,407	+275	$287
SJNK	11,407	+275	$287
SPDR SER TR (SDY)	2,174	+7	$272
SDY	2,174	+7	$272
ISHARES TR (ESGD)	3,374	+42	$255
ESGD	3,374	+42	$255
ISHARES TR (IWO)	960	+10	$242
IWO	960	+10	$242
PIMCO ETF TR (STPZ)	4,633	-358	$237
STPZ	4,633	-358	$237
ISHARES TR (IWN)	1,509	+8	$234
IWN	1,509	+8	$234
VANGUARD INDEX FDS (VOT)	1,043	+2	$229
VOT	1,043	+2	$229
ISHARES TR (SUSA)	2,181	+2,181	$219
SUSA	2,181	+2,181	$219
WEC ENERGY GROUP INC	2,600	+2,600	$219
WEC	2,600	+2,600	$219
ISHARES INC (EWJ)	3,310	+3,310	$212
EWJ	3,310	+3,310	$212
FIRST TR EXCHANGE TRADED FD (FTSL)	4,601	+4,601	$212
FTSL	4,601	+4,601	$212
BLACKROCK INC	0	-6,179	$0 (exited)
BLK	0	-6,179	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
UNP	+3,732	+$917
VMBS	+15,463	+$717
MCHP	+7,875	+$710
DEO	+4,097	+$597
SHYD	+22,575	+$500
AWK	+3,666	+$484
SUSA	+2,181	+$219
WEC	+2,600	+$219
EWJ	+3,310	+$212
FTSL	+4,601	+$212

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
BLK	-6,179	-$3,995

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SHM	+31,072	+$1,536
IEMG	+29,998	+$2,262
VRP	+24,200	+$785
IEFA	+20,299	+$3,148
STIP	+12,348	+$1,512
SHYG	+11,525	+$686
MUB	+11,509	+$1,359
IJR	+10,368	+$2,154
ISTB	+10,315	+$668
EFA	+7,612	+$742

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
FSMB	-6,134	-$83
IVW	-1,069	+$503
VWO	-730	+$137
STPZ	-358	-$13
AAPL	-295	+$62
EEM	-287	+$27
IWB	-282	+$182
VV	-194	+$295
VO	-153	+$428

LWS Wealth Advisors Inc. Info

Size ($ in 1000's)
At 12/31/2023: $266,343
At 09/30/2023: $228,539

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

All Stocks Held By LWS Wealth Advisors Inc. | www.HoldingsChannel.com