Universe · entity
CWS Financial Advisors, LLC
Institutional manager (13F) · CIK 1802459
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $338M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STRYKER CORPORATION | $80M | 243,176 |
| 2 | DIMENSIONAL ETF TRUST | $31M | 443,136 |
| 3 | VANGUARD INDEX FDS | $25M | 41,480 |
| 4 | ISHARES TR | $18M | 145,841 |
| 5 | APPLE INC | $15M | 60,550 |
| 6 | VANGUARD STAR FDS | $15M | 192,108 |
| 7 | VANGUARD SPECIALIZED FUNDS | $12M | 54,731 |
| 8 | VANGUARD INDEX FDS | $11M | 58,082 |
| 9 | VANGUARD INDEX FDS | $11M | 25,248 |
| 10 | VANGUARD INDEX FDS | $11M | 33,384 |
| 11 | INVESCO QQQ TR | $9M | 16,220 |
| 12 | MICROSOFT CORP | $7M | 18,203 |
| 13 | DIMENSIONAL ETF TRUST | $6M | 161,857 |
| 14 | CAPITAL GROUP GROWTH ETF | $5M | 134,099 |
| 15 | VANGUARD INDEX FDS | $4M | 16,904 |
| 16 | CAPITAL GROUP CORE BALANCED | $4M | 120,953 |
| 17 | VANGUARD SCOTTSDALE FDS | $4M | 70,329 |
| 18 | SPDR S&P 500 ETF TR | $4M | 5,913 |
| 19 | VANGUARD SCOTTSDALE FDS | $4M | 45,787 |
| 20 | SCHWAB STRATEGIC TR | $3M | 105,153 |
| 21 | VANGUARD BD INDEX FDS | $3M | 63,974 |
| 22 | VANGUARD INDEX FDS | $3M | 10,939 |
| 23 | ISHARES TR | $3M | 4,705 |
| 24 | WALMART INC | $3M | 23,567 |
| 25 | VANGUARD INDEX FDS | $3M | 13,267 |
| 26 | ISHARES TR | $2M | 26,095 |
| 27 | MCDONALDS CORP | $2M | 7,229 |
| 28 | CAPITAL GROUP INTL FOCUS EQT | $2M | 72,133 |
| 29 | SPDR S&P MIDCAP 400 ETF TR | $2M | 3,325 |
| 30 | VANGUARD WORLD FD | $2M | 2,928 |
| 31 | CAPITAL GROUP DIVIDEND GROWE | $2M | 53,031 |
| 32 | CAPITAL GRP FIXED INCM ETF T | $2M | 70,914 |
| 33 | INTERNATIONAL BUSINESS MACHS | $2M | 7,394 |
| 34 | AMERICAN CENTY ETF TR | $2M | 25,609 |
| 35 | PROCTER AND GAMBLE CO | $2M | 11,811 |
| 36 | CAPITAL GROUP CONSERVATIVE E | $2M | 55,624 |
| 37 | PEPSICO INC | $2M | 10,629 |
| 38 | SOUTHERN CO | $2M | 17,047 |
| 39 | EXXON MOBIL CORP | $2M | 9,685 |
| 40 | VANGUARD SCOTTSDALE FDS | $2M | 27,399 |
| 41 | CHEVRON CORP NEW | $2M | 7,503 |
| 42 | ALPHABET INC | $2M | 5,377 |
| 43 | CAPITAL GROUP CORE EQUITY ET | $2M | 39,992 |
| 44 | VANGUARD WHITEHALL FDS | $1M | 16,569 |
| 45 | CAPITAL GROUP DIVIDEND VALUE | $1M | 34,335 |
| 46 | AMAZON COM INC | $1M | 6,819 |
| 47 | JPMORGAN CHASE & CO. | $1M | 4,615 |
| 48 | PHILIP MORRIS INTL INC | $1M | 7,962 |
| 49 | ISHARES TR | $1M | 19,308 |
| 50 | LOCKHEED MARTIN CORP | $1M | 2,003 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.