CWS Financial Advisors, LLC: 13F holdings
CIK 18024592026Q2
| Positions | 171 |
|---|---|
| Reported value | $450.6m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SYK STRYKER CORPORATION | 243,264 | $76.6m | 17.0% |
| DFUS DIMENSIONAL ETF TRUST | 586,781 | $48.1m | 10.7% |
| VOO VANGUARD INDEX FDS | 37,948 | $26.1m | 5.8% |
| AAPL APPLE INC | 63,858 | $18.5m | 4.1% |
| IJR ISHARES TR | 119,020 | $17.7m | 3.9% |
| VXUS VANGUARD STAR FDS | 184,623 | $15.8m | 3.5% |
| DFAI DIMENSIONAL ETF TRUST | 357,002 | $14.7m | 3.3% |
| VUG VANGUARD INDEX FDS | 150,746 | $13.0m | 2.9% |
| VIG VANGUARD SPECIALIZED FUNDS | 53,381 | $12.6m | 2.8% |
| VTV VANGUARD INDEX FDS | 57,101 | $12.4m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802459")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.