0001104659-20-093373.txt : 20200811 0001104659-20-093373.hdr.sgml : 20200811 20200811172845 ACCESSION NUMBER: 0001104659-20-093373 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200811 DATE AS OF CHANGE: 20200811 EFFECTIVENESS DATE: 20200811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CWS Financial Advisors, LLC CENTRAL INDEX KEY: 0001802459 IRS NUMBER: 464489410 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20009 FILM NUMBER: 201093504 BUSINESS ADDRESS: STREET 1: 405 WEST MICHIGAN AVENUE STREET 2: SUITE 110 CITY: KALAMAZOO STATE: MI ZIP: 49007 BUSINESS PHONE: (269) 349-4600 MAIL ADDRESS: STREET 1: 405 WEST MICHIGAN AVENUE STREET 2: SUITE 110 CITY: KALAMAZOO STATE: MI ZIP: 49007 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001802459 XXXXXXXX 06-30-2020 06-30-2020 false CWS Financial Advisors, LLC

405 West Michigan Avenue Suite 110 Kalamazoo MI 49007

13F HOLDINGS REPORT 028-20009 N Cory Wietfeldt 269-349-4600 /s/ Cory Wietfeldt Kalamazoo MI 08-11-2020 0 119 138699 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 718 4606 SH SOLE 0 0 4606 ABBOTT LABS COM 002824100 710 7770 SH SOLE 0 0 7770 ABBVIE INC COM 00287Y109 621 6327 SH SOLE 0 0 6327 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 489 2279 SH SOLE 0 0 2279 AIR PRODS & CHEMS INC COM 009158106 372 1539 SH SOLE 0 0 1539 ALPHABET INC CAP STK CL A 02079K305 362 255 SH SOLE 0 0 255 ALPHABET INC CAP STK CL C 02079K107 290 205 SH SOLE 0 0 205 ALTRIA GROUP INC COM 02209S103 844 21504 SH SOLE 0 0 21504 AMAZON COM INC COM 023135106 927 336 SH SOLE 0 0 336 AMERICAN EXPRESS CO COM 025816109 266 2793 SH SOLE 0 0 2793 AMERICAN WTR WKS CO INC NEW COM 030420103 204 1585 SH SOLE 0 0 1585 AMGEN INC COM 031162100 350 1484 SH SOLE 0 0 1484 ANALOG DEVICES INC COM 032654105 719 5862 SH SOLE 0 0 5862 APPLE INC COM 037833100 5690 15598 SH SOLE 0 0 15598 ARES CAPITAL CORP COM 04010L103 405 28039 SH SOLE 0 0 28039 AT&T INC COM 00206R102 1578 52195 SH SOLE 0 0 52195 BECTON DICKINSON & CO COM 075887109 485 2025 SH SOLE 0 0 2025 BERKLEY W R CORP COM 084423102 204 3556 SH SOLE 0 0 3556 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 365 2042 SH SOLE 0 0 2042 BOEING CO COM 097023105 359 1961 SH SOLE 0 0 1961 BRISTOL-MYERS SQUIBB CO COM 110122108 619 10521 SH SOLE 0 0 10521 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 739 5859 SH SOLE 0 0 5859 BROWN & BROWN INC COM 115236101 288 7062 SH SOLE 0 0 7062 CHEVRON CORP NEW COM 166764100 1769 19826 SH SOLE 0 0 19826 CHUBB LIMITED COM H1467J104 691 5455 SH SOLE 0 0 5455 CISCO SYS INC COM 17275R102 548 11742 SH SOLE 0 0 11742 CIVISTA BANCSHARES INC COM NO PAR 178867107 524 34000 SH SOLE 0 0 34000 CLOROX CO DEL COM 189054109 284 1296 SH SOLE 0 0 1296 COCA COLA CO COM 191216100 429 9591 SH SOLE 0 0 9591 COGNEX CORP COM 192422103 300 5019 SH SOLE 0 0 5019 COLGATE PALMOLIVE CO COM 194162103 856 11691 SH SOLE 0 0 11691 COMPUGEN LTD ORD M25722105 150 10000 SH SOLE 0 0 10000 CONOCOPHILLIPS COM 20825C104 374 8894 SH SOLE 0 0 8894 DIAGEO P L C SPON ADR NEW 25243Q205 820 6101 SH SOLE 0 0 6101 DIGITAL RLTY TR INC COM 253868103 744 5238 SH SOLE 0 0 5238 DISNEY WALT CO COM DISNEY 254687106 569 5099 SH SOLE 0 0 5099 DOMINION ENERGY INC COM 25746U109 503 6199 SH SOLE 0 0 6199 DOW INC COM 260557103 448 10986 SH SOLE 0 0 10986 DUKE ENERGY CORP NEW COM NEW 26441C204 424 5309 SH SOLE 0 0 5309 EDWARDS LIFESCIENCES CORP COM 28176E108 436 6312 SH SOLE 0 0 6312 EMERSON ELEC CO COM 291011104 250 4032 SH SOLE 0 0 4032 ENTERGY CORP NEW COM 29364G103 540 5760 SH SOLE 0 0 5760 EVERGY INC COM 30034W106 209 3527 SH SOLE 0 0 3527 EVERSOURCE ENERGY COM 30040W108 364 4370 SH SOLE 0 0 4370 EXXON MOBIL CORP COM 30231G102 1531 34231 SH SOLE 0 0 34231 FASTENAL CO COM 311900104 982 22931 SH SOLE 0 0 22931 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 511 16672 SH SOLE 0 0 16672 FIDELITY NATL INFORMATION SV COM 31620M106 204 1521 SH SOLE 0 0 1521 GENERAL DYNAMICS CORP COM 369550108 339 2266 SH SOLE 0 0 2266 GENERAL MLS INC COM 370334104 304 4935 SH SOLE 0 0 4935 GILEAD SCIENCES INC COM 375558103 594 7725 SH SOLE 0 0 7725 GRACO INC COM 384109104 894 18619 SH SOLE 0 0 18619 HOME DEPOT INC COM 437076102 797 3183 SH SOLE 0 0 3183 ILLINOIS TOOL WKS INC COM 452308109 547 3129 SH SOLE 0 0 3129 INTEL CORP COM 458140100 491 8201 SH SOLE 0 0 8201 INTERNATIONAL BUSINESS MACHS COM 459200101 1150 9518 SH SOLE 0 0 9518 ISHARES INC CORE MSCI EMKT 46434G103 595 12498 SH SOLE 0 0 12498 ISHARES TR CORE MSCI EAFE 46432F842 1580 27636 SH SOLE 0 0 27636 ISHARES TR CORE S&P500 ETF 464287200 893 2882 SH SOLE 0 0 2882 ISHARES TR CORE S&P SCP ETF 464287804 648 9495 SH SOLE 0 0 9495 ISHARES TR CORE S&P MCP ETF 464287507 554 3117 SH SOLE 0 0 3117 ISHARES TR MSCI USA ESG SLC 464288802 353 2638 SH SOLE 0 0 2638 ISHARES TR S&P 500 GRWT ETF 464287309 330 1590 SH SOLE 0 0 1590 ISHARES TR S&P 500 VAL ETF 464287408 280 2588 SH SOLE 0 0 2588 JOHNSON & JOHNSON COM 478160104 1058 7521 SH SOLE 0 0 7521 JPMORGAN CHASE & CO COM 46625H100 576 6128 SH SOLE 0 0 6128 KELLOGG CO COM 487836108 708 10721 SH SOLE 0 0 10721 KINDER MORGAN INC DEL COM 49456B101 498 32829 SH SOLE 0 0 32829 LILLY ELI & CO COM 532457108 336 2045 SH SOLE 0 0 2045 LINDE PLC SHS G5494J103 1072 5052 SH SOLE 0 0 5052 LOCKHEED MARTIN CORP COM 539830109 1195 3274 SH SOLE 0 0 3274 LOWES COS INC COM 548661107 241 1785 SH SOLE 0 0 1785 MASTERCARD INCORPORATED CL A 57636Q104 731 2471 SH SOLE 0 0 2471 MCDONALDS CORP COM 580135101 2165 11739 SH SOLE 0 0 11739 MEDTRONIC PLC SHS G5960L103 241 2625 SH SOLE 0 0 2625 MERCK & CO. 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