Instuitional Investor - Cws Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Cws Financial Advisors, Llc
Portfolio Value $360,267,799
Filing Period:
No. Security Ticker Shares Value % Port
1. SYK 254,150 $93,951,534 26.08%
2.
Vanguard Index Fds - S&P 500 ETF SHS
45,229 $27,697,616 7.69%
3. IEF 173,494 $20,616,338 5.72%
4. AAPL 64,993 $16,549,273 4.59%
5.
Vanguard Star Fds
188,501 $13,847,281 3.84%