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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

LWS Wealth Advisors, Inc. INSTITUTION : LWS Wealth Advisors, Inc.
LWS Wealth Advisors, Inc. Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-04) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 19,749,000 249,674 12.85%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 16,042,000 303,260 10.44%
ISHARES TR    (MBS ETF) MBB 11,658,000 105,558 7.59%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 10,986,000 106,257 7.15%
ISHARES TR    (CORE S&P500 ETF) IVV 10,013,000 38,752 6.51%
ISHARES TR    (0-5 YR TIPS ETF) STIP 9,806,000 99,953 6.38%
ISHARES TR    (CORE MSCI EAFE) IEFA 8,726,000 174,917 5.68%
ISHARES TR    (S&P 500 GRWT ETF) IVW 7,116,000 43,116 4.63%
ISHARES TR    (CORE S&P MCP ETF) IJH 6,519,000 45,316 4.24%
ISHARES TR    (S&P 500 VAL ETF) IVE 5,276,000 54,812 3.43%
ISHARES INC    (CORE MSCI EMKT) IEMG 4,972,000 122,871 3.23%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 3,169,000 51,069 2.06%
ISHARES TR    (CORE S&P SCP ETF) IJR 3,023,000 53,882 1.96%
ISHARES TR    (CORE 1 5 YR USD) ISTB 2,896,000 57,360 1.88%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 2,725,000 34,820 1.77%
VANGUARD INDEX FDS    (MID CAP ETF) VO 2,688,000 20,419 1.75%
FIDELITY COVINGTON TR    (MSCI HLTH CARE I) FHLC 2,603,000 60,550 1.69%
FIDELITY COVINGTON TR    (CONSMR STAPLES) FSTA 2,539,000 78,530 1.65%
ISHARES TR    (CORE DIV GRWTH) DGRO 2,194,000 67,333 1.42%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 1,958,000 16,534 1.27%


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MAJOR GURUS:
Warren Buffett
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George Soros

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