0001085146-21-002068.txt : 20210723 0001085146-21-002068.hdr.sgml : 20210723 20210723130305 ACCESSION NUMBER: 0001085146-21-002068 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210723 DATE AS OF CHANGE: 20210723 EFFECTIVENESS DATE: 20210723 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: 211110149 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 06-30-2021 06-30-2021 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 07-22-2021 0 56 225088 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 860 2917 SH SOLE 2917 0 0 AMAZON COM INC COM 023135106 208 61 SH SOLE 61 0 0 APPLE INC COM 037833100 603 4406 SH SOLE 4406 0 0 ETFS TR BBRG ALL COMD K1 003261104 243 9209 SH SOLE 9209 0 0 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 459 22862 SH SOLE 22862 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP INDL 46138E123 8320 89458 SH SOLE 89458 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 7172 272710 SH SOLE 272710 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2352 15606 SH SOLE 15606 0 0 ISHARES INC CORE MSCI EMKT 46434G103 11472 171245 SH SOLE 171245 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 16852 158520 SH SOLE 158520 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 6538 141942 SH SOLE 141942 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 11648 227097 SH SOLE 227097 0 0 ISHARES TR CORE DIV GRWTH 46434V621 3738 74216 SH SOLE 74216 0 0 ISHARES TR CORE MSCI EAFE 46432F842 14639 195548 SH SOLE 195548 0 0 ISHARES TR CORE MSCI INTL 46435G326 271 4017 SH SOLE 4017 0 0 ISHARES TR CORE S&P MCP ETF 464287507 7422 27620 SH SOLE 27620 0 0 ISHARES TR CORE S&P SCP ETF 464287804 7545 66785 SH SOLE 66785 0 0 ISHARES TR CORE S&P500 ETF 464287200 20333 47296 SH SOLE 47296 0 0 ISHARES TR HDG MSCI EAFE 46434V803 1357 39187 SH SOLE 39187 0 0 ISHARES TR MBS ETF 464288588 11356 104924 SH SOLE 104924 0 0 ISHARES TR MSCI EAFE ETF 464287465 344 4362 SH SOLE 4362 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 5712 75620 SH SOLE 75620 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 318 5763 SH SOLE 5763 0 0 ISHARES TR MSCI USA ESG SLC 464288802 237 2481 SH SOLE 2481 0 0 ISHARES TR RUS 1000 ETF 464287622 1541 6364 SH SOLE 6364 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 869 3200 SH SOLE 3200 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 636 4013 SH SOLE 4013 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 257 825 SH SOLE 825 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 214 1291 SH SOLE 1291 0 0 ISHARES TR S&P 100 ETF 464287101 1687 8601 SH SOLE 8601 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 9816 134967 SH SOLE 134967 0 0 ISHARES TR S&P 500 VAL ETF 464287408 9401 63677 SH SOLE 63677 0 0 ISHARES TR S&P MC 400GR ETF 464287606 694 8571 SH SOLE 8571 0 0 ISHARES TR S&P MC 400VL ETF 464287705 890 8449 SH SOLE 8449 0 0 ISHARES TR S&P SML 600 GWT 464287887 389 2932 SH SOLE 2932 0 0 ISHARES TR SP SMCP600VL ETF 464287879 437 4142 SH SOLE 4142 0 0 PIMCO ETF TR 1-5 US TIP IDX 72201R205 294 5342 SH SOLE 5342 0 0 POLARITYTE INC COM 731094108 84 82746 SH SOLE 82746 0 0 PRUDENTIAL FINL INC COM 744320102 1057 10319 SH SOLE 10319 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 306 4048 SH SOLE 4048 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1232 2878 SH SOLE 2878 0 0 SPDR SER TR BLOOMBERG SRT TR 78468R408 338 12247 SH SOLE 12247 0 0 SPDR SER TR S&P DIVID ETF 78464A763 265 2170 SH SOLE 2170 0 0 SPDR SER TR SPDR S&P1500VL 78464A128 8412 57447 SH SOLE 57447 0 0 UNITED STS COMMODITY INDEX F COMM IDX FND 911717106 505 12509 SH SOLE 12509 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2807 13984 SH SOLE 13984 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 264 1116 SH SOLE 1116 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 3977 16758 SH SOLE 16758 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 3636 16142 SH SOLE 16142 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 446 3247 SH SOLE 3247 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4181 76988 SH SOLE 76988 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 5782 42377 SH SOLE 42377 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 16698 107874 SH SOLE 107874 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6712 130271 SH SOLE 130271 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 737 7403 SH SOLE 7403 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 525 2271 SH SOLE 2271 0 0