Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LWS WEALTH ADVISORS INC | 02-09-2024 | 12-31-2023 | 65 | 266,343,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $24,726,000 | 51,768 | 0.01 | 0.01 | 4,609 | 9.77 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 2 | $21,589,000 | 306,878 | 0.01 | 0.01 | 20,299 | 7.08 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $19,801,000 | 116,204 | 0.01 | 0.01 | 6,797 | 6.21 | 12-31-2023 |
| ISHARES TR | 0-5 YR TIPS ETF | 4 | $18,629,000 | 188,959 | 0.01 | 0.01 | 12,348 | 6.99 | 12-31-2023 |
