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LWS Wealth Advisors, Inc.

Q3 2022 Holdings

Filed 2022-11-14 | 58 holdings | $827.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(ISTB)CORE 1 5 YR USD46432F859$10.6K230,6551.3%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$15.2K112,5341.8%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$15.7K298,0551.9%
Ishares TR(STIP)0-5 YR TIPS ETF46429B747$16.2K168,4842.0%
Ishares TR(IVV)CORE S&P500 ETF464287200$18.2K50,6652.2%
Vanguard MUN BD FDS(VTEB)TAX EXEMPT BD922907746$22.9K476,0812.8%
First TR Exch Traded FD III(FSMB)SHRT DUR MNG MUN33739P830$29.7K1,524,7783.6%
Abrdn Etfs(BCI)BBRG ALL COMD K1003261104$567.0K21,93968.5%
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