LWS Wealth Advisors, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Basking Ridge, NJ
CIK
0001801634
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 65 266,343 IVV, IEFA, VIG, STIP 13F-HR 2/9/2024 000108514624000985
Q3 2023 56 228,539 IVV, IEFA, STIP, VIG 13F-HR 11/13/2023 000108514623004271
Q2 2023 59 237,161 IVV, IEFA, VIG, STIP 13F-HR 7/28/2023 000108514623002948
Q1 2023 59 243,855 IVV, IEFA, VIG, STIP 13F-HR 4/28/2023 000108514623001965
Q4 2022 58 238,667 FSMB, IVV, IEFA, VIG 13F-HR 2/14/2023 000108514623001280
Q3 2022 58 261,123 FSMB, VTEB, IVV, STIP 13F-HR 11/14/2022 000108514622004062
Q2 2022 60 212,309 IVV, STIP, IEFA, VIG 13F-HR 8/4/2022 000108514622002800
Q1 2022 58 234,725 IVV, IEFA, VIG, STIP 13F-HR 5/9/2022 000108514622001886
Q4 2021 58 244,478 IVV, VIG, STIP, IEFA 13F-HR 2/2/2022 000108514622000471
Q3 2021 58 228,078 IVV, STIP, VIG, IEFA 13F-HR 11/8/2021 000108514621003057
Q2 2021 56 225,088 IVV, STIP, VIG, IEFA 13F-HR 7/23/2021 000108514621002068
Q1 2021 60 220,446 IVV, MBB, VIG, IEFA 13F-HR 4/29/2021 000108514621001361
Q4 2020 60 222,497 MBB, VTEB, BSV, VIG 13F-HR 1/20/2021 000108514621000200
Q3 2020 56 203,585 MBB, VTEB, BSV, VIG 13F-HR 11/10/2020 000108514620002833
Q2 2020 56 190,915 MBB, BSV, VTEB, VIG 13F-HR 8/5/2020 000108514620001989
Q1 2020 51 153,579 VCSH, VTEB, MBB, VIG 13F-HR 5/4/2020 000108514620001289
Q4 2019 80 194,167 VCSH, VTEB, IVV, IEFA 13F-HR 2/6/2020 000108514620000424