0001085146-22-002800.txt : 20220805 0001085146-22-002800.hdr.sgml : 20220805 20220804175827 ACCESSION NUMBER: 0001085146-22-002800 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220805 DATE AS OF CHANGE: 20220804 EFFECTIVENESS DATE: 20220805 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: 221138010 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 06-30-2022 06-30-2022 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 08-04-2022 0 60 212309 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABRDN ETFS BBRG ALL COMD K1 003261104 575 21171 SH SOLE 0 0 21171 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 810 2917 SH SOLE 0 0 2917 APPLE INC COM 037833100 772 5645 SH SOLE 0 0 5645 BLACKROCK INC COM 09247X101 2232 3664 SH SOLE 0 0 3664 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 3226 187210 SH SOLE 0 0 187210 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 438 24261 SH SOLE 0 0 24261 INVESCO EXCH TRADED FD TR II S&P SMLCP INDL 46138E123 8025 98462 SH SOLE 0 0 98462 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 3452 155554 SH SOLE 0 0 155554 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2091 15575 SH SOLE 0 0 15575 ISHARES INC CORE MSCI EMKT 46434G103 9296 189492 SH SOLE 0 0 189492 ISHARES TR 0-5 YR TIPS ETF 46429B747 17287 170429 SH SOLE 0 0 170429 ISHARES TR 0-5YR HI YL CP 46434V407 3142 77488 SH SOLE 0 0 77488 ISHARES TR CORE 1 5 YR USD 46432F859 10084 212741 SH SOLE 0 0 212741 ISHARES TR CORE DIV GRWTH 46434V621 3288 69027 SH SOLE 0 0 69027 ISHARES TR CORE MSCI EAFE 46432F842 16409 278832 SH SOLE 0 0 278832 ISHARES TR CORE MSCI INTL 46435G326 224 4177 SH SOLE 0 0 4177 ISHARES TR CORE S&P MCP ETF 464287507 6547 28941 SH SOLE 0 0 28941 ISHARES TR CORE S&P SCP ETF 464287804 6366 68893 SH SOLE 0 0 68893 ISHARES TR CORE S&P500 ETF 464287200 18450 48660 SH SOLE 0 0 48660 ISHARES TR HDG MSCI EAFE 46434V803 1238 38907 SH SOLE 0 0 38907 ISHARES TR MBS ETF 464288588 10041 102993 SH SOLE 0 0 102993 ISHARES TR MSCI EAFE ETF 464287465 2316 37056 SH SOLE 0 0 37056 ISHARES TR MSCI EMG MKT ETF 464287234 2151 53636 SH SOLE 0 0 53636 ISHARES TR NATIONAL MUN ETF 464288414 379 3568 SH SOLE 0 0 3568 ISHARES TR RUS 1000 ETF 464287622 1370 6595 SH SOLE 0 0 6595 ISHARES TR RUS 1000 GRW ETF 464287614 697 3188 SH SOLE 0 0 3188 ISHARES TR RUS 1000 VAL ETF 464287598 798 5506 SH SOLE 0 0 5506 ISHARES TR RUS 2000 GRW ETF 464287648 211 1021 SH SOLE 0 0 1021 ISHARES TR RUS 2000 VAL ETF 464287630 205 1503 SH SOLE 0 0 1503 ISHARES TR RUS MID CAP ETF 464287499 678 10488 SH SOLE 0 0 10488 ISHARES TR RUSSELL 2000 ETF 464287655 809 4777 SH SOLE 0 0 4777 ISHARES TR S&P 100 ETF 464287101 994 5764 SH SOLE 0 0 5764 ISHARES TR S&P 500 GRWT ETF 464287309 8312 137730 SH SOLE 0 0 137730 ISHARES TR S&P 500 VAL ETF 464287408 8231 59877 SH SOLE 0 0 59877 ISHARES TR S&P MC 400GR ETF 464287606 576 9038 SH SOLE 0 0 9038 ISHARES TR S&P MC 400VL ETF 464287705 781 8272 SH SOLE 0 0 8272 ISHARES TR S&P SML 600 GWT 464287887 308 2927 SH SOLE 0 0 2927 ISHARES TR SP SMCP600VL ETF 464287879 342 3845 SH SOLE 0 0 3845 PIMCO ETF TR 1-5 US TIP IDX 72201R205 264 5041 SH SOLE 0 0 5041 PRUDENTIAL FINL INC COM 744320102 810 8470 SH SOLE 0 0 8470 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 286 3999 SH SOLE 0 0 3999 SPDR S&P 500 ETF TR TR UNIT 78462F103 2327 6170 SH SOLE 0 0 6170 SPDR SER TR BLOOMBERG SHT TE 78468R408 3453 143150 SH SOLE 0 0 143150 SPDR SER TR NUVEEN BLMBRG SH 78468R739 370 7819 SH SOLE 0 0 7819 SPDR SER TR S&P DIVID ETF 78464A763 252 2121 SH SOLE 0 0 2121 SPDR SER TR SPDR S&P1500VL 78464A128 8019 59901 SH SOLE 0 0 59901 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1216 15839 SH SOLE 0 0 15839 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2431 14105 SH SOLE 0 0 14105 VANGUARD INDEX FDS MID CAP ETF 922908629 3353 17022 SH SOLE 0 0 17022 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 271 780 SH SOLE 0 0 780 VANGUARD INDEX FDS SMALL CP ETF 922908751 2971 16869 SH SOLE 0 0 16869 VANGUARD INDEX FDS TOTAL STK MKT 922908769 274 1454 SH SOLE 0 0 1454 VANGUARD INDEX FDS VALUE ETF 922908744 389 2946 SH SOLE 0 0 2946 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3404 81723 SH SOLE 0 0 81723 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 5109 49499 SH SOLE 0 0 49499 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 401 8389 SH SOLE 0 0 8389 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 16148 112554 SH SOLE 0 0 112554 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 6348 155581 SH SOLE 0 0 155581 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 676 7030 SH SOLE 0 0 7030 VANGUARD WORLD FD MEGA GRWTH IND 921910816 386 2124 SH SOLE 0 0 2124