0001085146-22-001886.txt : 20220510 0001085146-22-001886.hdr.sgml : 20220510 20220509182607 ACCESSION NUMBER: 0001085146-22-001886 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220509 EFFECTIVENESS DATE: 20220510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LWS Wealth Advisors, Inc. CENTRAL INDEX KEY: 0001801634 IRS NUMBER: 455222752 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19779 FILM NUMBER: 22906597 BUSINESS ADDRESS: STREET 1: 94 SOUTH FINLEY AVENUE CITY: BASKING RIDGE STATE: NJ ZIP: 07920 BUSINESS PHONE: 908-630-9237 MAIL ADDRESS: STREET 1: 94 SOUTH FINLEY AVENUE CITY: BASKING RIDGE STATE: NJ ZIP: 07920 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001801634 XXXXXXXX 03-31-2022 03-31-2022 false LWS Wealth Advisors, Inc.

94 SOUTH FINLEY AVENUE BASKING RIDGE NJ 07920

13F HOLDINGS REPORT 028-19779 N Alex Butters 310-275-7300 /s/ Alex Butters Beverly Hills CA 05-05-2022 0 58 234725 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABRDN ETFS BBRG ALL COMD K1 003261104 699 24340 SH SOLE 24340 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 984 2917 SH SOLE 2917 0 0 APPLE INC COM 037833100 986 5645 SH SOLE 5645 0 0 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 461 26151 SH SOLE 26151 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP INDL 46138E123 8859 96048 SH SOLE 96048 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 7257 296913 SH SOLE 296913 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2433 15426 SH SOLE 15426 0 0 ISHARES INC CORE MSCI EMKT 46434G103 11198 201589 SH SOLE 201589 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 17833 169932 SH SOLE 169932 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 6853 155890 SH SOLE 155890 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 11272 232604 SH SOLE 232604 0 0 ISHARES TR CORE DIV GRWTH 46434V621 3864 72340 SH SOLE 72340 0 0 ISHARES TR CORE MSCI EAFE 46432F842 19993 287632 SH SOLE 287632 0 0 ISHARES TR CORE MSCI INTL 46435G326 260 4089 SH SOLE 4089 0 0 ISHARES TR CORE S&P MCP ETF 464287507 7888 29395 SH SOLE 29395 0 0 ISHARES TR CORE S&P SCP ETF 464287804 7745 71789 SH SOLE 71789 0 0 ISHARES TR CORE S&P500 ETF 464287200 21369 47101 SH SOLE 47101 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 214 2899 SH SOLE 2899 0 0 ISHARES TR HDG MSCI EAFE 46434V803 1354 39892 SH SOLE 39892 0 0 ISHARES TR MBS ETF 464288588 10906 107061 SH SOLE 107061 0 0 ISHARES TR MSCI EAFE ETF 464287465 830 11281 SH SOLE 11281 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 444 9823 SH SOLE 9823 0 0 ISHARES TR MSCI USA ESG SLC 464288802 217 2239 SH SOLE 2239 0 0 ISHARES TR RUS 1000 ETF 464287622 1535 6137 SH SOLE 6137 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 880 3170 SH SOLE 3170 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 665 4009 SH SOLE 4009 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 211 826 SH SOLE 826 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 210 1298 SH SOLE 1298 0 0 ISHARES TR S&P 100 ETF 464287101 1799 8628 SH SOLE 8628 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 9668 126582 SH SOLE 126582 0 0 ISHARES TR S&P 500 VAL ETF 464287408 9889 63505 SH SOLE 63505 0 0 ISHARES TR S&P MC 400GR ETF 464287606 672 8701 SH SOLE 8701 0 0 ISHARES TR S&P MC 400VL ETF 464287705 911 8312 SH SOLE 8312 0 0 ISHARES TR S&P SML 600 GWT 464287887 368 2941 SH SOLE 2941 0 0 ISHARES TR SP SMCP600VL ETF 464287879 422 4126 SH SOLE 4126 0 0 PIMCO ETF TR 1-5 US TIP IDX 72201R205 271 4967 SH SOLE 4967 0 0 POLARITYTE INC COM 731094108 17 69220 SH SOLE 69220 0 0 PRUDENTIAL FINL INC COM 744320102 1001 8470 SH SOLE 8470 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 312 3960 SH SOLE 3960 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2274 5035 SH SOLE 5035 0 0 SPDR SER TR BLOOMBERG SHT TE 78468R408 287 10956 SH SOLE 10956 0 0 SPDR SER TR S&P DIVID ETF 78464A763 270 2108 SH SOLE 2108 0 0 SPDR SER TR SPDR S&P1500VL 78464A128 9316 60113 SH SOLE 60113 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 570 7312 SH SOLE 7312 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2967 14231 SH SOLE 14231 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 231 1035 SH SOLE 1035 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 4221 17746 SH SOLE 17746 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 324 780 SH SOLE 780 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 3751 17650 SH SOLE 17650 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 320 1405 SH SOLE 1405 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 466 3150 SH SOLE 3150 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4033 87426 SH SOLE 87426 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 5843 47165 SH SOLE 47165 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 499 9963 SH SOLE 9963 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 17864 110165 SH SOLE 110165 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 7439 154886 SH SOLE 154886 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 800 7456 SH SOLE 7456 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 500 2123 SH SOLE 2123 0 0