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Lws Wealth Advisors, Inc.

Portfolio Manager
Lws Wealth Advisors, Inc.
Performance
0% (N/A)
AUM (13F)
$266.34M
# of Holdings
65
Performance Rank
N/A
Allocation (Top 20)
N/A

Lws Wealth Advisors, Inc. Holdings Map

Top 50 Lws Wealth Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
9.28%51.8K$24.7M
+9.77%(+4.61K)
2022-Q4: 47.6K shares2023-Q1: 49.2K shares2023-Q2: 49.6K shares2023-Q3: 47.2K shares2023-Q4: 51.8K shares2023-12-31
IEFA
ISHARES TR
8.11%306.9K$21.6M
+7.08%(+20.30K)
2022-Q4: 295.2K shares2023-Q1: 295.8K shares2023-Q2: 286.4K shares2023-Q3: 286.6K shares2023-Q4: 306.9K shares2023-12-31
VIG
VANGUARD SPECIALIZED FUNDS
7.43%116.2K$19.8M
+6.21%(+6.80K)
2022-Q4: 110.9K shares2023-Q1: 113.7K shares2023-Q2: 108.7K shares2023-Q3: 109.4K shares2023-Q4: 116.2K shares2023-12-31
STIP
ISHARES TR
6.99%189.0K$18.6M
+6.99%(+12.35K)
2022-Q4: 167.5K shares2023-Q1: 171.5K shares2023-Q2: 173.1K shares2023-Q3: 176.6K shares2023-Q4: 189.0K shares2023-12-31
IVE
ISHARES TR
5.55%85.0K$14.8M
+5.35%(+4.32K)
2022-Q4: 61.0K shares2023-Q1: 75.6K shares2023-Q2: 78.1K shares2023-Q3: 80.7K shares2023-Q4: 85.0K shares2023-12-31
IEMG
ISHARES INC
5.3%279.1K$14.1M
+12.04%(+30.00K)
2022-Q4: 240.2K shares2023-Q1: 242.7K shares2023-Q2: 244.8K shares2023-Q3: 249.1K shares2023-Q4: 279.1K shares2023-12-31
MBB
ISHARES TR
5.05%143.0K$13.5M
+1.08%(+1.52K)
2022-Q4: 110.0K shares2023-Q1: 107.5K shares2023-Q2: 106.8K shares2023-Q3: 141.5K shares2023-Q4: 143.0K shares2023-12-31
PSCI
INVESCO EXCH TRADED FD TR II
4.09%93.9K$10.9M
+4.82%(+4.32K)
2022-Q4: 95.8K shares2023-Q1: 95.8K shares2023-Q2: 91.0K shares2023-Q3: 89.6K shares2023-Q4: 93.9K shares2023-12-31
VLU
SPDR SER TR
3.81%63.3K$10.1M
+6.52%(+3.88K)
2022-Q4: 59.3K shares2023-Q1: 60.8K shares2023-Q2: 59.4K shares2023-Q3: 59.4K shares2023-Q4: 63.3K shares2023-12-31
IJH
ISHARES TR
3.52%33.9K$9.4M
+18.52%(+5.29K)
2022-Q4: 30.4K shares2023-Q1: 30.7K shares2023-Q2: 28.8K shares2023-Q3: 28.6K shares2023-Q4: 33.9K shares2023-12-31

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