0001085146-23-001280.txt : 20230214 0001085146-23-001280.hdr.sgml : 20230214 20230214151702 ACCESSION NUMBER: 0001085146-23-001280 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23627814 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 X0202 13F-HR LIVE false false false 0001801634 XXXXXXXX 12-31-2022 12-31-2022 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 02-14-2023 0 58 238667009 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABRDN ETFS BBRG ALL COMD K1 003261104 633098 28699 SH SOLE 0 0 28699 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 778372 2917 SH SOLE 0 0 2917 APPLE INC COM 037833100 709937 5464 SH SOLE 0 0 5464 BLACKROCK INC COM 09247X101 2596420 3664 SH SOLE 0 0 3664 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 22079348 1118508 SH SOLE 0 0 1118508 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 390906 26448 SH SOLE 0 0 26448 INVESCO EXCH TRADED FD TR II PURBTA 0 5 YR 46138E495 234357 9609 SH SOLE 0 0 9609 INVESCO EXCH TRADED FD TR II S&P SMLCP INDL 46138E123 8503327 95756 SH SOLE 0 0 95756 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 6662438 297563 SH SOLE 0 0 297563 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2385415 16888 SH SOLE 0 0 16888 ISHARES INC CORE MSCI EMKT 46434G103 11217655 240207 SH SOLE 0 0 240207 ISHARES TR 0-5 YR TIPS ETF 46429B747 16236246 167453 SH SOLE 0 0 167453 ISHARES TR 0-5YR HI YL CP 46434V407 6533896 159792 SH SOLE 0 0 159792 ISHARES TR CORE 1 5 YR USD 46432F859 10824754 233091 SH SOLE 0 0 233091 ISHARES TR CORE DIV GRWTH 46434V621 3442377 68848 SH SOLE 0 0 68848 ISHARES TR CORE MSCI EAFE 46432F842 18193619 295159 SH SOLE 0 0 295159 ISHARES TR CORE MSCI INTL 46435G326 478308 8544 SH SOLE 0 0 8544 ISHARES TR CORE S&P MCP ETF 464287507 7348119 30378 SH SOLE 0 0 30378 ISHARES TR CORE S&P SCP ETF 464287804 6926042 73183 SH SOLE 0 0 73183 ISHARES TR CORE S&P500 ETF 464287200 18290746 47606 SH SOLE 0 0 47606 ISHARES TR HDG MSCI EAFE 46434V803 1244892 46107 SH SOLE 0 0 46107 ISHARES TR MBS ETF 464288588 10205047 110027 SH SOLE 0 0 110027 ISHARES TR MSCI EAFE ETF 464287465 2045893 31168 SH SOLE 0 0 31168 ISHARES TR MSCI EMG MKT ETF 464287234 760441 20064 SH SOLE 0 0 20064 ISHARES TR NATIONAL MUN ETF 464288414 361446 3425 SH SOLE 0 0 3425 ISHARES TR RUS 1000 ETF 464287622 1704857 8098 SH SOLE 0 0 8098 ISHARES TR RUS 1000 GRW ETF 464287614 601289 2807 SH SOLE 0 0 2807 ISHARES TR RUS 1000 VAL ETF 464287598 642686 4238 SH SOLE 0 0 4238 ISHARES TR RUS 2000 GRW ETF 464287648 216891 1011 SH SOLE 0 0 1011 ISHARES TR RUS 2000 VAL ETF 464287630 209488 1511 SH SOLE 0 0 1511 ISHARES TR RUS MID CAP ETF 464287499 304989 4522 SH SOLE 0 0 4522 ISHARES TR RUSSELL 2000 ETF 464287655 414517 2377 SH SOLE 0 0 2377 ISHARES TR S&P 100 ETF 464287101 813419 4769 SH SOLE 0 0 4769 ISHARES TR S&P 500 GRWT ETF 464287309 8157272 139441 SH SOLE 0 0 139441 ISHARES TR S&P 500 VAL ETF 464287408 8846202 60979 SH SOLE 0 0 60979 ISHARES TR S&P MC 400GR ETF 464287606 629409 9215 SH SOLE 0 0 9215 ISHARES TR S&P MC 400VL ETF 464287705 807813 8014 SH SOLE 0 0 8014 ISHARES TR S&P SML 600 GWT 464287887 345488 3197 SH SOLE 0 0 3197 ISHARES TR SP SMCP600VL ETF 464287879 356515 3904 SH SOLE 0 0 3904 PIMCO ETF TR 1-5 US TIP IDX 72201R205 245931 4931 SH SOLE 0 0 4931 SPDR S&P 500 ETF TR TR UNIT 78462F103 2832680 7407 SH SOLE 0 0 7407 SPDR SER TR BLOOMBERG SHT TE 78468R408 255967 10560 SH SOLE 0 0 10560 SPDR SER TR NUVEEN BLMBRG SH 78468R739 308369 6564 SH SOLE 0 0 6564 SPDR SER TR S&P DIVID ETF 78464A763 268012 2142 SH SOLE 0 0 2142 SPDR SER TR SPDR S&P1500VL 78464A128 8285801 59268 SH SOLE 0 0 59268 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2498594 14343 SH SOLE 0 0 14343 VANGUARD INDEX FDS MID CAP ETF 922908629 3549457 17416 SH SOLE 0 0 17416 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 274045 780 SH SOLE 0 0 780 VANGUARD INDEX FDS SMALL CP ETF 922908751 3163282 17235 SH SOLE 0 0 17235 VANGUARD INDEX FDS TOTAL STK MKT 922908769 265863 1391 SH SOLE 0 0 1391 VANGUARD INDEX FDS VALUE ETF 922908744 412828 2941 SH SOLE 0 0 2941 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3184434 81694 SH SOLE 0 0 81694 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 5353103 52068 SH SOLE 0 0 52068 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 232578 4979 SH SOLE 0 0 4979 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 16840323 110901 SH SOLE 0 0 110901 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 6508381 155072 SH SOLE 0 0 155072 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 693265 6741 SH SOLE 0 0 6741 VANGUARD WORLD FD MEGA GRWTH IND 921910816 360162 2093 SH SOLE 0 0 2093