Holdings
CWS Financial Advisors, LLC
As of Sep 30, 2026, CWS Financial Advisors, LLC reported 164 positions worth US$449M. Largest: Stryker Corporation, Dimensional U.S. Equity Market ETF and Vanguard S&P 500 ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Stryker Corporation | 242K | US$66.6M | −1,580 | Sep 30, 2026 |
| Dimensional U.S. Equity Market ETF | 654K | US$54.3M | new | Sep 30, 2026 |
| Vanguard S&P 500 ETF | 35,458 | US$24.9M | new | Sep 30, 2026 |
| Apple Inc | 63,183 | US$21M | −675 | Sep 30, 2026 |
| Dimensional International Core Equity Market ETF | 436K | US$18M | new | Sep 30, 2026 |
| Vanguard Total International Stock ETF | 177K | US$15M | new | Sep 30, 2026 |
| iShares Core S&P Small Cap ETF | 106K | US$14.4M | new | Sep 30, 2026 |
| Vanguard Morningstar Growth ETF | 149K | US$13.5M | new | Sep 30, 2026 |
| Vanguard Dividend Appreciation ETF | 53,954 | US$12.6M | new | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 33,194 | US$12.4M | new | Sep 30, 2026 |