0001085146-23-001280.txt : 20230214
0001085146-23-001280.hdr.sgml : 20230214
20230214151702
ACCESSION NUMBER: 0001085146-23-001280
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230214
DATE AS OF CHANGE: 20230214
EFFECTIVENESS DATE: 20230214
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: 23627814
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
X0202
13F-HR
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0001801634
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12-31-2022
12-31-2022
false
LWS Wealth Advisors, Inc.
94 SOUTH FINLEY AVENUE
BASKING RIDGE
NJ
07920
13F HOLDINGS REPORT
028-19779
N
Alex Butters
Regulatory Consultant
310-275-7300
/s/ Alex Butters
Beverly Hills
CA
02-14-2023
0
58
238667009
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABRDN ETFS
BBRG ALL COMD K1
003261104
633098
28699
SH
SOLE
0
0
28699
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
778372
2917
SH
SOLE
0
0
2917
APPLE INC
COM
037833100
709937
5464
SH
SOLE
0
0
5464
BLACKROCK INC
COM
09247X101
2596420
3664
SH
SOLE
0
0
3664
FIRST TR EXCH TRADED FD III
SHRT DUR MNG MUN
33739P830
22079348
1118508
SH
SOLE
0
0
1118508
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
46090F100
390906
26448
SH
SOLE
0
0
26448
INVESCO EXCH TRADED FD TR II
PURBTA 0 5 YR
46138E495
234357
9609
SH
SOLE
0
0
9609
INVESCO EXCH TRADED FD TR II
S&P SMLCP INDL
46138E123
8503327
95756
SH
SOLE
0
0
95756
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
46138G870
6662438
297563
SH
SOLE
0
0
297563
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
2385415
16888
SH
SOLE
0
0
16888
ISHARES INC
CORE MSCI EMKT
46434G103
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240207
SH
SOLE
0
0
240207
ISHARES TR
0-5 YR TIPS ETF
46429B747
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167453
SH
SOLE
0
0
167453
ISHARES TR
0-5YR HI YL CP
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6533896
159792
SH
SOLE
0
0
159792
ISHARES TR
CORE 1 5 YR USD
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SH
SOLE
0
0
233091
ISHARES TR
CORE DIV GRWTH
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SH
SOLE
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68848
ISHARES TR
CORE MSCI EAFE
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SH
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0
295159
ISHARES TR
CORE MSCI INTL
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SH
SOLE
0
0
8544
ISHARES TR
CORE S&P MCP ETF
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SH
SOLE
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30378
ISHARES TR
CORE S&P SCP ETF
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SH
SOLE
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ISHARES TR
CORE S&P500 ETF
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SH
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ISHARES TR
HDG MSCI EAFE
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SOLE
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ISHARES TR
MBS ETF
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ISHARES TR
MSCI EAFE ETF
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ISHARES TR
MSCI EMG MKT ETF
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ISHARES TR
NATIONAL MUN ETF
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ISHARES TR
RUS 1000 ETF
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SH
SOLE
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ISHARES TR
RUS 1000 GRW ETF
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ISHARES TR
RUS 1000 VAL ETF
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SH
SOLE
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ISHARES TR
RUS 2000 GRW ETF
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1011
SH
SOLE
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ISHARES TR
RUS 2000 VAL ETF
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SH
SOLE
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ISHARES TR
RUS MID CAP ETF
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SH
SOLE
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ISHARES TR
RUSSELL 2000 ETF
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ISHARES TR
S&P 100 ETF
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SH
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ISHARES TR
S&P 500 GRWT ETF
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ISHARES TR
S&P 500 VAL ETF
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ISHARES TR
S&P MC 400GR ETF
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SH
SOLE
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ISHARES TR
S&P MC 400VL ETF
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ISHARES TR
S&P SML 600 GWT
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ISHARES TR
SP SMCP600VL ETF
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SH
SOLE
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PIMCO ETF TR
1-5 US TIP IDX
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SH
SOLE
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4931
SPDR S&P 500 ETF TR
TR UNIT
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SH
SOLE
0
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SPDR SER TR
BLOOMBERG SHT TE
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SH
SOLE
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SPDR SER TR
NUVEEN BLMBRG SH
78468R739
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SH
SOLE
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6564
SPDR SER TR
S&P DIVID ETF
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SH
SOLE
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SPDR SER TR
SPDR S&P1500VL
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SH
SOLE
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VANGUARD INDEX FDS
LARGE CAP ETF
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SH
SOLE
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VANGUARD INDEX FDS
MID CAP ETF
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SH
SOLE
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VANGUARD INDEX FDS
S&P 500 ETF SHS
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SH
SOLE
0
0
780
VANGUARD INDEX FDS
SMALL CP ETF
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SH
SOLE
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17235
VANGUARD INDEX FDS
TOTAL STK MKT
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SH
SOLE
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VANGUARD INDEX FDS
VALUE ETF
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SH
SOLE
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2941
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3184434
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SH
SOLE
0
0
81694
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
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SH
SOLE
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0
52068
VANGUARD MALVERN FDS
STRM INFPROIDX
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232578
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SH
SOLE
0
0
4979
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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SH
SOLE
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VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
6508381
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SH
SOLE
0
0
155072
VANGUARD WORLD FD
MEGA CAP VAL ETF
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6741
SH
SOLE
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6741
VANGUARD WORLD FD
MEGA GRWTH IND
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SH
SOLE
0
0
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