0001104659-21-044711.txt : 20210331 0001104659-21-044711.hdr.sgml : 20210331 20210331155031 ACCESSION NUMBER: 0001104659-21-044711 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210331 DATE AS OF CHANGE: 20210331 EFFECTIVENESS DATE: 20210331 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SWS Partners CENTRAL INDEX KEY: 0001731731 IRS NUMBER: 000000000 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18639 FILM NUMBER: 21793049 BUSINESS ADDRESS: STREET 1: 807 KINNEAR ROAD STREET 2: SUITE 100 CITY: COLUMBUS STATE: OH ZIP: 43212 BUSINESS PHONE: 614-670-5733 MAIL ADDRESS: STREET 1: 807 KINNEAR ROAD STREET 2: SUITE 100 CITY: COLUMBUS STATE: OH ZIP: 43212 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001731731 XXXXXXXX 12-31-2020 12-31-2020 false SWS Partners

807 Kinnear Road Suite 100 Columbus OH 43212

13F HOLDINGS REPORT 028-18639 N Michael Stafford 614-670-5733 /s/ Michael Stafford Columbus OH 03-30-2021 0 113 224409 INFORMATION TABLE 2 infotable.xml Abbvie Inc COM 00287Y109 2981 27817 SH SOLE 0 0 27817 Accenture PLC F Class A SHS CLASS A G1151C101 3247 12430 SH SOLE 0 0 12430 Alphabet Inc. Class A CAP STK CL A 02079K305 3481 1986 SH SOLE 0 0 1986 Amazon Com Inc COM 023135106 6110 1876 SH SOLE 0 0 1876 Ambarella Inc F SHS G037AX101 2417 26322 SH SOLE 0 0 26322 American Tower Corp REIT COM 03027X100 1244 5544 SH SOLE 0 0 5544 Anheuser Busch Inbev S F Sponsored ADR SPONSORED ADR 03524A108 212 3026 SH SOLE 0 0 3026 Apple COM 037833100 6089 45892 SH SOLE 0 0 45892 Applied Materials COM 038222105 1091 12641 SH SOLE 0 0 12641 Asml HLDGS NV F Sponsored ADR N Y REGISTRY SHS N07059210 909 1864 SH SOLE 0 0 1864 Atlassian Corp PLC F Class A CL A G06242104 1994 8527 SH SOLE 0 0 8527 Berkshire Hathaway Class B CL B NEW 084670702 1091 4704 SH SOLE 0 0 4704 BlackRock Inc COM 09247X101 2318 3212 SH SOLE 0 0 3212 Bristol-Myers Squibb COM 110122108 1727 27840 SH SOLE 0 0 27840 Broadcom Limited COM 11135F101 1941 4433 SH SOLE 0 0 4433 Cardinal Health Inc COM 14149Y108 537 10026 SH SOLE 0 0 10026 Charles Schwab US MC ETF US MID-CAP ETF 808524508 813 11931 SH SOLE 0 0 11931 Charles Schwab US REIT ETF US REIT ETF 808524847 2636 69423 SH SOLE 0 0 69423 Cisco Systems COM 17275R102 1561 34873 SH SOLE 0 0 34873 Coca-Cola COM 191216100 1364 24871 SH SOLE 0 0 24871 Constellation Brand Class A CL A 21036P108 1419 6477 SH SOLE 0 0 6477 Coresite Realty Corp REIT COM 21870Q105 1054 8410 SH SOLE 0 0 8410 Corning Inc COM 219350105 1101 30570 SH SOLE 0 0 30570 Dominion Energy Inc COM 25746U109 1588 21115 SH SOLE 0 0 21115 Duke Energy Corp COM NEW 26441C204 1616 17645 SH SOLE 0 0 17645 Eaton Corp PLC F SHS G29183103 2348 19546 SH SOLE 0 0 19546 Edwards Lifesciences COM 28176E108 956 10475 SH SOLE 0 0 10475 Electronic Arts Inc COM 285512109 1248 8689 SH SOLE 0 0 8689 Energy Select Sector SPDR ETF ENERGY 81369Y506 2545 67145 SH SOLE 0 0 67145 Facebook Inc Class A CL A 30303M102 3878 14196 SH SOLE 0 0 14196 Fair Isaac Intl Corp COM 303250104 919 1798 SH SOLE 0 0 1798 Fidelity Natl Finl FNF GROUP COM 31620R303 2045 52311 SH SOLE 0 0 52311 Genuine Parts Co COM 372460105 1927 19190 SH SOLE 0 0 19190 Global Payments Inc COM 37940X102 300 1394 SH SOLE 0 0 1394 IBM COM 459200101 1527 12127 SH SOLE 0 0 12127 Illumina Inc COM 452327109 1000 2703 SH SOLE 0 0 2703 Interpublic GRP Cos COM 460690100 1757 74694 SH SOLE 0 0 74694 Intuitive Surgical COM NEW 46120E602 1266 1548 SH SOLE 0 0 1548 Invesco FTSE Rafi US 1500 Small-Mid ETF FTSE RAFI 1500 46137V597 204 1353 SH SOLE 0 0 1353 Invesco Preferred ETF PFD ETF 46138E511 3251 213025 SH SOLE 0 0 213025 Invesco S&P 500 Low Volatility ETF S&P500 LOW VOL 46138E354 1271 22604 SH SOLE 0 0 22604 Iq Hedge Multi-Strategy Tracker ETF HEDGE MLTI ETF 45409B107 419 13131 SH SOLE 0 0 13131 iShares Core MSCI Totl Intl STCK ETF CORE MSCI TOTAL 46432F834 1953 29074 SH SOLE 0 0 29074 iShares Core S&P 500 ETF CORE S&P500 ETF 464287200 8152 21717 SH SOLE 0 0 21717 iShares Core S&P Mid Cap ETF CORE S&P MCP ETF 464287507 4581 19934 SH SOLE 0 0 19934 iShares Core S&P Small Cap ETF CORE S&P SCP ETF 464287804 3098 33707 SH SOLE 0 0 33707 iShares iBoxx High Yield Bond ETF IBOXX HI YD ETF 464288513 362 4144 SH SOLE 0 0 4144 iShares Intermedt Term Corp Bond ETF ISHS 5-10YR INVT 464288638 2609 42227 SH SOLE 0 0 42227 iShares International Sel DIV ETF INTL SEL DIV ETF 464288448 383 12989 SH SOLE 0 0 12989 iShares International TRSRY BND ETF INTL TREA BD ETF 464288117 257 4614 SH SOLE 0 0 4614 iShares National Muni Bond ETF NATIONAL MUN ETF 464288414 3024 25806 SH SOLE 0 0 25806 JPMorgan Chase COM 46625H100 2714 21356 SH SOLE 0 0 21356 JPMorgan Divrsifd RTRN US Eqy ETF JPMORGAN DIVER 46641Q407 496 5934 SH SOLE 0 0 5934 Kimberly-Clark Corp COM 500472303 1272 9436 SH SOLE 0 0 9436 Kohls Corp COM 500255104 1583 38907 SH SOLE 0 0 38907 Lamar Advertising REIT CL A 512816109 1242 14928 SH SOLE 0 0 14928 Lyondellbasell Inds F Class A COM 57772K101 1877 20476 SH SOLE 0 0 20476 Marathon Petroleum Corp COM 56585A102 1235 29854 SH SOLE 0 0 29854 Marvell Tech Group F ORD G5876H105 1539 32378 SH SOLE 0 0 32378 Match Group Inc New COM 57667L107 1695 11214 SH SOLE 0 0 11214 Medtronic PLC F SHS G5960L103 1683 14367 SH SOLE 0 0 14367 Merck & Co Inc COM 58933Y105 2728 33348 SH SOLE 0 0 33348 MetLife, Inc. COM 59156R108 2043 43513 SH SOLE 0 0 43513 Mondelez Intl Class A CL A 609207105 1326 22686 SH SOLE 0 0 22686 Natera Inc 00500 COM 632307104 1710 17182 SH SOLE 0 0 17182 Netflix Inc COM 64110L106 1362 2519 SH SOLE 0 0 2519 New Relic Inc COM 64829B100 825 12610 SH SOLE 0 0 12610 Nike Inc Class B CL B 654106103 784 5539 SH SOLE 0 0 5539 Nvidia Corp COM 67066G104 866 1659 SH SOLE 0 0 1659 Paypal Holdings Inco COM 70450Y103 2322 9914 SH SOLE 0 0 9914 Phillips 66 COM 718546104 1235 17663 SH SOLE 0 0 17663 PIMCO Invest Grade Corp BND Idx ETF INV GRD CRP BD 72201R817 831 7099 SH SOLE 0 0 7099 Roper Technologies COM 776696106 519 1203 SH SOLE 0 0 1203 Salesforce COM 79466L302 1181 5307 SH SOLE 0 0 5307 Schwab Emerging Markets Equity ETF EMRG MKTEQ ETF 808524706 431 14073 SH SOLE 0 0 14073 Schwab Intermediate Term US TRS ETF INTRM TRM TRES 808524854 8760 150460 SH SOLE 0 0 150460 Schwab International Equity ETF INTL EQTY ETF 808524805 11145 309498 SH SOLE 0 0 309498 Schwab US Aggregate Bond ETF US AGGREGATE B 808524839 1920 34265 SH SOLE 0 0 34265 Schwab US Dividend Equity ETF US DIVIDEND EQ 808524797 993 15481 SH SOLE 0 0 15481 Schwab US Large Cap ETF US LRG CAP ETF 808524201 10937 120258 SH SOLE 0 0 120258 Schwab US Small Cap ETF US SML CAP ETF 808524607 294 3300 SH SOLE 0 0 3300 Service Now Inc COM 81762P102 2121 3853 SH SOLE 0 0 3853 Shopify Inc F Class A COM 82509L107 977 863 SH SOLE 0 0 863 SPDR BLMBRG BRCLY Intl TRSRY ETF BLOMBERG INTL TR 78464A516 284 9104 SH SOLE 0 0 9104 SPDR Intrmdt TRM Crprate BND ETF PORTFOLIO INTRMD 78464A375 2779 74742 SH SOLE 0 0 74742 SPDR S&P 500 High Dividend ETF PRTFLO S&P500 HI 78468R788 7765 235734 SH SOLE 0 0 235734 SPDR S&P Emerging Markets Divid ETF S&P EM MKT DIV 78463X533 525 18920 SH SOLE 0 0 18920 SPDR S&P International Dividend ETF S&P INTL ETF 78463X772 596 16311 SH SOLE 0 0 16311 SPDR Wells Fargo Preferred Stock ETF WELLS FG PFD ETF 78464A292 1528 34399 SH SOLE 0 0 34399 Square Inc Class A CL A 852234103 1866 8573 SH SOLE 0 0 8573 Stitch Fix Inc Class A COM CL A 860897107 1346 22921 SH SOLE 0 0 22921 Tapestry Inc COM 876030107 1043 33564 SH SOLE 0 0 33564 Tesla Inc COM 88160R101 344 488 SH SOLE 0 0 488 Twilio Inc Class A CL A 90138F102 2537 7495 SH SOLE 0 0 7495 Uber Technologies Inc COM 90353T100 2206 43257 SH SOLE 0 0 43257 United Parcel SRVC Class B COM 911312106 2072 12303 SH SOLE 0 0 12303 UnitedHealth Group COM 91324P102 1543 4399 SH SOLE 0 0 4399 Vail Resorts Inc COM 91879Q109 1837 6584 SH SOLE 0 0 6584 Vanguard FTSE Emerging Markets ETF FTSE EMR MKT ETF 922042858 1751 34938 SH SOLE 0 0 34938 Vanguard High Dividend Yield ETF HIGH DIV YLD 921946406 2740 29941 SH SOLE 0 0 29941 Vanguard Internatnl HGH DIV YLD ETF INTL HIGH ETF 921946794 1310 21549 SH SOLE 0 0 21549 Vanguard Mortgage Backed Sec ETF MORTG-BACK SEC 92206C771 3140 58068 SH SOLE 0 0 58068 Vanguard REIT ETF REAL ESTATE ETF 922908553 690 8123 SH SOLE 0 0 8123 Verizon COM 92343V104 1954 33262 SH SOLE 0 0 33262 Vertex Pharmaceutica COM 92532F100 895 3785 SH SOLE 0 0 3785 Visa Inc Class A CL A 92826C839 290 1326 SH SOLE 0 0 1326 Visteon Corp COM NEW 92839U206 956 7615 SH SOLE 0 0 7615 Wayfair Inc Class A CL A 94419L101 971 4300 SH SOLE 0 0 4300 Wells Fargo & Co COM 949746101 1897 62852 SH SOLE 0 0 62852 Westrock Co COM 96145D105 1611 37007 SH SOLE 0 0 37007 Workday Inc Class A COM 983919101 1511 6305 SH SOLE 0 0 6305 XTRCKR MSCI EAFE HG DV YLD Eq ETF XTRACK MSCI EAFE 233051630 2609 112617 SH SOLE 0 0 112617 Zillow Group Inc CL A 98954M101 1346 10373 SH SOLE 0 0 10373