Instuitional Investor - Cws Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Cws Financial Advisors, Llc
Portfolio Value $343,693,524
Filing Period:
No. Security Ticker Shares Value % Port
1. SYK 254,513 $100,693,166 29.3%
2.
Vanguard Index Fds - S&P 500 ETF SHS
45,801 $26,016,199 7.57%
3. IEF 173,951 $19,011,126 5.53%
4. AAPL 65,363 $13,410,594 3.9%
5.
Vanguard Star Fds
178,132 $12,307,128 3.58%