Instuitional Investor - Cws Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Cws Financial Advisors, Llc
Portfolio Value $266,478,099
Filing Period:
No. Security Ticker Shares Value % Port
1. SYK 275,852 $82,606,596 30.99%
2.
Vanguard Index Fds
39,521 $17,262,866 6.47%
3. IEF 153,878 $16,657,283 6.25%
4. AAPL 66,006 $12,708,048 4.76%
5.
Vanguard Star Fds
158,681 $9,197,134 3.45%