0001104659-21-021851.txt : 20210212
0001104659-21-021851.hdr.sgml : 20210212
20210212155532
ACCESSION NUMBER: 0001104659-21-021851
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210212
DATE AS OF CHANGE: 20210212
EFFECTIVENESS DATE: 20210212
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CWS Financial Advisors, LLC
CENTRAL INDEX KEY: 0001802459
IRS NUMBER: 464489410
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20009
FILM NUMBER: 21626884
BUSINESS ADDRESS:
STREET 1: 405 WEST MICHIGAN AVENUE
STREET 2: SUITE 110
CITY: KALAMAZOO
STATE: MI
ZIP: 49007
BUSINESS PHONE: (269) 349-4600
MAIL ADDRESS:
STREET 1: 405 WEST MICHIGAN AVENUE
STREET 2: SUITE 110
CITY: KALAMAZOO
STATE: MI
ZIP: 49007
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001802459
XXXXXXXX
12-31-2020
12-31-2020
false
CWS Financial Advisors, LLC
405 West Michigan Avenue
Suite 110
Kalamazoo
MI
49007
13F HOLDINGS REPORT
028-20009
N
Cory Wietfeldt
Chief Compliance Officer
269-349-4600
/s/ Cory Wietfeldt
Kalamazoo
MI
02-10-2021
0
136
172004
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
805
4606
SH
SOLE
0
0
4606
ABBOTT LABS
COM
002824100
808
7375
SH
SOLE
0
0
7375
ABBVIE INC
COM
00287Y109
583
5438
SH
SOLE
0
0
5438
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
593
2271
SH
SOLE
0
0
2271
AIR PRODS & CHEMS INC
COM
009158106
416
1522
SH
SOLE
0
0
1522
ALLIANCEBERNSTEIN GLOBAL HIG
COM
01879R106
141
11955
SH
SOLE
0
0
11955
ALPHABET INC
CAP STK CL A
02079K305
454
259
SH
SOLE
0
0
259
ALPHABET INC
CAP STK CL C
02079K107
284
162
SH
SOLE
0
0
162
ALTRIA GROUP INC
COM
02209S103
760
18529
SH
SOLE
0
0
18529
AMAZON COM INC
COM
023135106
1062
326
SH
SOLE
0
0
326
AMERICAN WTR WKS CO INC NEW
COM
030420103
242
1574
SH
SOLE
0
0
1574
AMGEN INC
COM
031162100
341
1485
SH
SOLE
0
0
1485
ANALOG DEVICES INC
COM
032654105
865
5852
SH
SOLE
0
0
5852
APPLE INC
COM
037833100
8561
64520
SH
SOLE
0
0
64520
ARES CAPITAL CORP
COM
04010L103
406
24060
SH
SOLE
0
0
24060
AT&T INC
COM
00206R102
828
28775
SH
SOLE
0
0
28775
BECTON DICKINSON & CO
COM
075887109
470
1877
SH
SOLE
0
0
1877
BERKLEY W R CORP
COM
084423102
259
3898
SH
SOLE
0
0
3898
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
473
2042
SH
SOLE
0
0
2042
BLACK KNIGHT INC
COM
09215C105
229
2596
SH
SOLE
0
0
2596
BOEING CO
COM
097023105
420
1961
SH
SOLE
0
0
1961
BRISTOL-MYERS SQUIBB CO
COM
110122108
654
10536
SH
SOLE
0
0
10536
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
898
5859
SH
SOLE
0
0
5859
BROWN & BROWN INC
COM
115236101
333
7017
SH
SOLE
0
0
7017
CATERPILLAR INC
COM
149123101
241
1324
SH
SOLE
0
0
1324
CHARLES RIV LABS INTL INC
COM
159864107
259
1036
SH
SOLE
0
0
1036
CHEVRON CORP NEW
COM
166764100
1489
17627
SH
SOLE
0
0
17627
CHUBB LIMITED
COM
H1467J104
726
4717
SH
SOLE
0
0
4717
CISCO SYS INC
COM
17275R102
858
19171
SH
SOLE
0
0
19171
CIVISTA BANCSHARES INC
COM NO PAR
178867107
512
29216
SH
SOLE
0
0
29216
CLOROX CO DEL
COM
189054109
243
1205
SH
SOLE
0
0
1205
COCA COLA CO
COM
191216100
597
10882
SH
SOLE
0
0
10882
COGNEX CORP
COM
192422103
403
5019
SH
SOLE
0
0
5019
COLGATE PALMOLIVE CO
COM
194162103
989
11566
SH
SOLE
0
0
11566
COMMERCE BANCSHARES INC
COM
200525103
202
3069
SH
SOLE
0
0
3069
COMPUGEN LTD
ORD
M25722105
121
10000
SH
SOLE
0
0
10000
CONOCOPHILLIPS
COM
20825C104
342
8549
SH
SOLE
0
0
8549
COSTCO WHSL CORP NEW
COM
22160K105
221
586
SH
SOLE
0
0
586
DIAGEO PLC
SPON ADR NEW
25243Q205
825
5192
SH
SOLE
0
0
5192
DIGITAL RLTY TR INC
COM
253868103
714
5117
SH
SOLE
0
0
5117
DISNEY WALT CO
COM
254687106
924
5099
SH
SOLE
0
0
5099
DONALDSON INC
COM
257651109
200
3572
SH
SOLE
0
0
3572
DOW INC
COM
260557103
625
11264
SH
SOLE
0
0
11264
DUKE ENERGY CORP NEW
COM NEW
26441C204
430
4700
SH
SOLE
0
0
4700
EATON CORP PLC
SHS
G29183103
219
1820
SH
SOLE
0
0
1820
EDWARDS LIFESCIENCES CORP
COM
28176E108
576
6312
SH
SOLE
0
0
6312
ENTERGY CORP NEW
COM
29364G103
580
5810
SH
SOLE
0
0
5810
EXPEDITORS INTL WASH INC
COM
302130109
223
2347
SH
SOLE
0
0
2347
EXXON MOBIL CORP
COM
30231G102
1309
31748
SH
SOLE
0
0
31748
FASTENAL CO
COM
311900104
1116
22849
SH
SOLE
0
0
22849
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
557
14238
SH
SOLE
0
0
14238
FIDELITY NATL INFORMATION SV
COM
31620M106
214
1513
SH
SOLE
0
0
1513
FOX FACTORY HLDG CORP
COM
35138V102
357
3375
SH
SOLE
0
0
3375
GENERAL DYNAMICS CORP
COM
369550108
337
2266
SH
SOLE
0
0
2266
GILEAD SCIENCES INC
COM
375558103
431
7401
SH
SOLE
0
0
7401
GRACO INC
COM
384109104
1345
18595
SH
SOLE
0
0
18595
HOME DEPOT INC
COM
437076102
838
3155
SH
SOLE
0
0
3155
ILLINOIS TOOL WKS INC
COM
452308109
670
3287
SH
SOLE
0
0
3287
INTEL CORP
COM
458140100
393
7897
SH
SOLE
0
0
7897
INTERNATIONAL BUSINESS MACHS
COM
459200101
1134
9011
SH
SOLE
0
0
9011
ISHARES INC
CORE MSCI EMKT
46434G103
797
12852
SH
SOLE
0
0
12852
ISHARES TR
CORE MSCI EAFE
46432F842
1949
28216
SH
SOLE
0
0
28216
ISHARES TR
CORE S&P500 ETF
464287200
1073
2858
SH
SOLE
0
0
2858
ISHARES TR
CORE S&P SCP ETF
464287804
923
10039
SH
SOLE
0
0
10039
ISHARES TR
CORE S&P MCP ETF
464287507
700
3047
SH
SOLE
0
0
3047
ISHARES TR
MSCI USA ESG SLC
464288802
403
4893
SH
SOLE
0
0
4893
ISHARES TR
S&P 500 GRWT ETF
464287309
394
6172
SH
SOLE
0
0
6172
ISHARES TR
S&P 500 VAL ETF
464287408
331
2588
SH
SOLE
0
0
2588
ISHARES TR
ESG AWARE MSCI
46435U663
228
6689
SH
SOLE
0
0
6689
ISHARES TR
CORE S&P US VLU
464287663
220
3538
SH
SOLE
0
0
3538
JOHNSON & JOHNSON
COM
478160104
1167
7415
SH
SOLE
0
0
7415
JPMORGAN CHASE & CO
COM
46625H100
779
6128
SH
SOLE
0
0
6128
KELLOGG CO
COM
487836108
469
7534
SH
SOLE
0
0
7534
KINDER MORGAN INC DEL
COM
49456B101
334
24467
SH
SOLE
0
0
24467
LILLY ELI & CO
COM
532457108
220
1305
SH
SOLE
0
0
1305
LINDE PLC
SHS
G5494J103
1293
4907
SH
SOLE
0
0
4907
LOCKHEED MARTIN CORP
COM
539830109
1160
3268
SH
SOLE
0
0
3268
LOWES COS INC
COM
548661107
287
1788
SH
SOLE
0
0
1788
MARTIN MARIETTA MATLS INC
COM
573284106
204
719
SH
SOLE
0
0
719
MASTERCARD INCORPORATED
CL A
57636Q104
869
2434
SH
SOLE
0
0
2434
MCDONALDS CORP
COM
580135101
2484
11577
SH
SOLE
0
0
11577
MEDTRONIC PLC
SHS
G5960L103
281
2395
SH
SOLE
0
0
2395
MICROSOFT CORP
COM
594918104
5166
23227
SH
SOLE
0
0
23227
NEXTERA ENERGY INC
COM
65339F101
953
12358
SH
SOLE
0
0
12358
NIKE INC
CL B
654106103
393
2778
SH
SOLE
0
0
2778
NORDSON CORP
COM
655663102
352
1753
SH
SOLE
0
0
1753
NORFOLK SOUTHN CORP
COM
655844108
254
1071
SH
SOLE
0
0
1071
NORTHERN TR CORP
COM
665859104
737
7914
SH
SOLE
0
0
7914
NXP SEMICONDUCTORS N V
COM
N6596X109
404
2538
SH
SOLE
0
0
2538
ORACLE CORP
COM
68389X105
368
5683
SH
SOLE
0
0
5683
PARKER-HANNIFIN CORP
COM
701094104
271
993
SH
SOLE
0
0
993
PAYCHEX INC
COM
704326107
1104
11852
SH
SOLE
0
0
11852
PAYPAL HLDGS INC
COM
70450Y103
309
1319
SH
SOLE
0
0
1319
PEPSICO INC
COM
713448108
2814
18977
SH
SOLE
0
0
18977
PFIZER INC
COM
717081103
1632
44331
SH
SOLE
0
0
44331
PHILIP MORRIS INTL INC
COM
718172109
877
10589
SH
SOLE
0
0
10589
PNC FINL SVCS GROUP INC
COM
693475105
247
1658
SH
SOLE
0
0
1658
POLARIS INC
COM
731068102
811
8517
SH
SOLE
0
0
8517
PPG INDS INC
COM
693506107
215
1492
SH
SOLE
0
0
1492
PRICE T ROWE GROUP INC
COM
74144T108
240
1583
SH
SOLE
0
0
1583
PROCTER AND GAMBLE CO
COM
742718109
2136
15348
SH
SOLE
0
0
15348
PROGRESSIVE CORP
COM
743315103
936
9463
SH
SOLE
0
0
9463
QUALCOMM INC
COM
747525103
200
1310
SH
SOLE
0
0
1310
RAYONIER INC
COM
754907103
504
17167
SH
SOLE
0
0
17167
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
427
5967
SH
SOLE
0
0
5967
ROCKWELL AUTOMATION INC
COM
773903109
206
820
SH
SOLE
0
0
820
SCHWAB CHARLES CORP
COM
808513105
208
3926
SH
SOLE
0
0
3926
SL GREEN RLTY CORP
COM
78440X101
344
5778
SH
SOLE
0
0
5778
SNAP ON INC
COM
833034101
775
4530
SH
SOLE
0
0
4530
SOUTHERN CO
COM
842587107
1390
22624
SH
SOLE
0
0
22624
STARBUCKS CORP
COM
855244109
961
8982
SH
SOLE
0
0
8982
STRYKER CORPORATION
COM
863667101
72529
295988
SH
SOLE
0
0
295988
TARGET CORP
COM
87612E106
271
1532
SH
SOLE
0
0
1532
THERMO FISHER SCIENTIFIC INC
COM
883556102
200
429
SH
SOLE
0
0
429
TIFFANY & CO NEW
COM
886547108
455
3464
SH
SOLE
0
0
3464
TJX COS INC NEW
COM
872540109
423
6191
SH
SOLE
0
0
6191
ULTA BEAUTY INC
COM
90384S303
250
870
SH
SOLE
0
0
870
UNION PAC CORP
COM
907818108
243
1167
SH
SOLE
0
0
1167
UNITED PARCEL SERVICE INC
CL B
911312106
264
1567
SH
SOLE
0
0
1567
UNITEDHEALTH GROUP INC
COM
91324P102
274
781
SH
SOLE
0
0
781
US BANCORP DEL
COM NEW
902973304
495
10628
SH
SOLE
0
0
10628
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
235
2669
SH
SOLE
0
0
2669
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2104
10808
SH
SOLE
0
0
10808
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
1512
9182
SH
SOLE
0
0
9182
VANGUARD INDEX FDS
GROWTH ETF
922908736
1315
5190
SH
SOLE
0
0
5190
VANGUARD INDEX FDS
VALUE ETF
922908744
569
4782
SH
SOLE
0
0
4782
VANGUARD INDEX FDS
SMALL CP ETF
922908751
330
1696
SH
SOLE
0
0
1696
VANGUARD INDEX FDS
MID CAP ETF
922908629
314
1517
SH
SOLE
0
0
1517
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
279
813
SH
SOLE
0
0
813
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1179
8349
SH
SOLE
0
0
8349
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1033
17169
SH
SOLE
0
0
17169
VERIZON COMMUNICATIONS INC
COM
92343V104
971
16526
SH
SOLE
0
0
16526
VIEWRAY INC
COM
92672L107
66
17329
SH
SOLE
0
0
17329
WALMART INC
COM
931142103
1400
9713
SH
SOLE
0
0
9713
WEYERHAEUSER CO MTN BE
COM NEW
962166104
747
22274
SH
SOLE
0
0
22274
ZOETIS INC
CL A
98978V103
642
3882
SH
SOLE
0
0
3882