0001085146-20-001989.txt : 20200805 0001085146-20-001989.hdr.sgml : 20200805 20200804205933 ACCESSION NUMBER: 0001085146-20-001989 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200805 DATE AS OF CHANGE: 20200804 EFFECTIVENESS DATE: 20200805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LWS Wealth Advisors, Inc. CENTRAL INDEX KEY: 0001801634 IRS NUMBER: 455222752 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19779 FILM NUMBER: 201075324 BUSINESS ADDRESS: STREET 1: 94 SOUTH FINLEY AVENUE CITY: BASKING RIDGE STATE: NJ ZIP: 07920 BUSINESS PHONE: 908-630-9237 MAIL ADDRESS: STREET 1: 94 SOUTH FINLEY AVENUE CITY: BASKING RIDGE STATE: NJ ZIP: 07920 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001801634 XXXXXXXX 06-30-2020 06-30-2020 false LWS Wealth Advisors, Inc.

94 SOUTH FINLEY AVENUE BASKING RIDGE NJ 07920

13F HOLDINGS REPORT 028-19779 N Alex Butters 310-275-7300 /s/ Alex Butters Beverly Hills CA 08-04-2020 0 56 190915 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE POLARITYTE INC COM 731094108 71 57120 SH SOLE 57120 0 0 ISHARES TR U.S. TECH ETF 464287721 244 906 SH SOLE 906 0 0 FIDELITY COVINGTON TR CONSMR STAPLES 316092303 6344 181929 SH SOLE 181929 0 0 ISHARES TR CORE S&P MCP ETF 464287507 9471 53262 SH SOLE 53262 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 9408 91884 SH SOLE 91884 0 0 ISHARES TR CORE US AGGBD ET 464287226 1787 15119 SH SOLE 15119 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3723 38535 SH SOLE 38535 0 0 ISHARES TR MSCI EAFE ETF 464287465 268 4399 SH SOLE 4399 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 436 2666 SH SOLE 2666 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 782 4072 SH SOLE 4072 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 680 3169 SH SOLE 3169 0 0 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 334 25832 SH SOLE 25832 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 4010 24464 SH SOLE 24464 0 0 ISHARES TR CORE DIV GRWTH 46434V621 2684 71381 SH SOLE 71381 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 306 1853 SH SOLE 1853 0 0 ISHARES TR SP SMCP600VL ETF 464287879 318 2645 SH SOLE 2645 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 17290 319364 SH SOLE 319364 0 0 ISHARES TR S&P 100 ETF 464287101 1049 7365 SH SOLE 7365 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1579 15522 SH SOLE 15522 0 0 ISHARES TR S&P MC 400VL ETF 464287705 1114 8374 SH SOLE 8374 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 12442 106178 SH SOLE 106178 0 0 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 4854 125146 SH SOLE 125146 0 0 ISHARES TR RUS 1000 ETF 464287622 939 5470 SH SOLE 5470 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 3302 64147 SH SOLE 64147 0 0 PIMCO ETF TR 1-5 US TIP IDX 72201R205 308 5782 SH SOLE 5782 0 0 ISHARES INC CORE MSCI EMKT 46434G103 6489 136315 SH SOLE 136315 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 339 3406 SH SOLE 3406 0 0 AMAZON COM INC COM 023135106 298 108 SH SOLE 108 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 18522 222827 SH SOLE 222827 0 0 ISHARES TR CORE S&P SCP ETF 464287804 4767 69806 SH SOLE 69806 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 3716 56257 SH SOLE 56257 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 527 7198 SH SOLE 7198 0 0 ISHARES TR S&P 500 VAL ETF 464287408 4921 45470 SH SOLE 45470 0 0 INVESCO EXCHANGE-TRADED FD T VAR RATE PFD 46138G870 700 29876 SH SOLE 29876 0 0 APPLE INC COM 037833100 510 1397 SH SOLE 1397 0 0 ISHARES TR MSCI USA ESG SLC 464288802 299 2238 SH SOLE 2238 0 0 ISHARES TR CORE MSCI EAFE 46432F842 11032 192999 SH SOLE 192999 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 836 2710 SH SOLE 2710 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 241 1164 SH SOLE 1164 0 0 ISHARES TR MBS ETF 464288588 19359 174880 SH SOLE 174880 0 0 SPDR SER TR BLOOMBERG SRT TR 78468R408 346 13724 SH SOLE 13724 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 340 3019 SH SOLE 3019 0 0 ISHARES TR CORE S&P500 ETF 464287200 9708 31348 SH SOLE 31348 0 0 FIDELITY COVINGTON TR MSCI ENERGY IDX 316092402 100 10085 SH SOLE 10085 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2187 15006 SH SOLE 15006 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 404 9419 SH SOLE 9419 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 7504 36165 SH SOLE 36165 0 0 PRUDENTIAL FINL INC COM 744320102 628 10319 SH SOLE 10319 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 204 3948 SH SOLE 3948 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2001 13995 SH SOLE 13995 0 0 ISHARES TR HDG MSCI EAFE 46434V803 983 35650 SH SOLE 35650 0 0 FIDELITY COVINGTON TR MSCI HLTH CARE I 316092600 6055 121662 SH SOLE 121662 0 0 ISHARES TR S&P SML 600 GWT 464287887 307 1694 SH SOLE 1694 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2459 62071 SH SOLE 62071 0 0 ISHARES TR S&P MC 400GR ETF 464287606 960 4284 SH SOLE 4284 0 0 UNITED STS COMMODITY INDEX F COMM IDX FND 911717106 430 16168 SH SOLE 16168 0 0