Instuitional Investor - Lws Wealth Advisors, Inc.
Fund Profile
Filing Period:
Fund Name: | Lws Wealth Advisors, Inc. |
Portfolio Value | $266,343,000 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 51,768 | $24,726,000 | 9.28% | |
2. | Ishares Tr - CORE MSCI EAFE | 306,878 | $21,589,000 | 8.1% | |
3. | Vanguard Specialized Funds - DIV APP ETF | 116,204 | $19,801,000 | 7.43% | |
4. | Ishares Tr - 0-5 YR TIPS ETF | 188,959 | $18,629,000 | 6.99% | |
5. | IEF | 85,027 | $14,785,000 | 5.55% |