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LWS Wealth Advisors, Inc.

Q3 2020 Holdings

Filed 2020-11-10 | 56 holdings | $203.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(IVV)CORE S&P500 ETF464287200$9.9K29,5454.9%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$11.1K184,5225.5%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$13.2K102,2896.5%
Vanguard BD Index FDS(BSV)SHORT TRM BOND921937827$19.1K230,1919.4%
Vanguard MUN BD FDS(VTEB)TAX EXEMPT BD922907746$20.6K379,15610.1%
Ishares TR(MBB)MBS ETF464288588$22.8K206,25011.2%
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