CWS Financial Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CISCO SYSTEMS, INC. | $1.12M | 0.3% |
| CHEVRON CORP | $1.12M | 0.3% |
| AbbVie Inc. | $1.14M | 0.3% |
| CAPITAL GROUP DIVIDEND VALUE | $1.16M | 0.3% |
| VANGUARD SCOTTSDALE FDS | $1.19M | 0.3% |
| HOME DEPOT, INC. | $1.19M | 0.3% |
| EXXON MOBIL CORP | $1.26M | 0.3% |
| Philip Morris International Inc. | $1.27M | 0.3% |
| SOUTHERN CO | $1.39M | 0.4% |
| ISHARES TR | $1.45M | 0.4% |
| JPMORGAN CHASE & CO | $1.48M | 0.4% |
| PEPSICO INC | $1.53M | 0.4% |
| Amazon.com Inc | $1.57M | 0.4% |
| CAPITAL GROUP CORE EQUITY ET | $1.59M | 0.4% |
| VANGUARD WHITEHALL FDS | $1.64M | 0.4% |
| Alphabet Inc. | $1.64M | 0.4% |
| PROCTER & GAMBLE Co | $1.68M | 0.5% |
| CAPITAL GROUP CONSERVATIVE E | $1.69M | 0.5% |
| VANGUARD SCOTTSDALE FDS | $1.75M | 0.5% |
| CAPITAL GRP FIXED INCM ETF T | $1.83M | 0.5% |
| CAPITAL GROUP DIVIDEND GROWE | $1.85M | 0.5% |
| SPDR S&P MIDCAP 400 ETF TR | $2.00M | 0.5% |
| CAPITAL GROUP INTL FOCUS EQT | $2.12M | 0.6% |
| INTERNATIONAL BUSINESS MACHINES CORP | $2.19M | 0.6% |
| MCDONALD'S CORP | $2.20M | 0.6% |
| VANGUARD WORLD FD | $2.22M | 0.6% |
| VANGUARD BD INDEX FDS | $2.34M | 0.6% |
| Walmart Inc. | $2.62M | 0.7% |
| DIMENSIONAL ETF TRUST | $2.68M | 0.7% |
| VANGUARD INDEX FDS | $2.82M | 0.8% |
| SCHWAB STRATEGIC TR | $2.86M | 0.8% |
| VANGUARD INDEX FDS | $3.13M | 0.8% |
| ISHARES TR | $3.27M | 0.9% |
| ISHARES TR | $3.43M | 0.9% |
| CAPITAL GROUP CORE BALANCED | $3.79M | 1.0% |
| VANGUARD SCOTTSDALE FDS | $3.80M | 1.0% |
| SPDR S&P 500 ETF TR | $4.02M | 1.1% |
| VANGUARD INDEX FDS | $4.35M | 1.2% |
| CAPITAL GROUP GROWTH ETF | $5.60M | 1.5% |
| MICROSOFT CORP | $8.71M | 2.4% |
| INVESCO QQQ TR | $9.95M | 2.7% |
| VANGUARD INDEX FDS | $11.25M | 3.1% |
| VANGUARD INDEX FDS | $11.41M | 3.1% |
| VANGUARD SPECIALIZED FUNDS | $12.01M | 3.3% |
| VANGUARD INDEX FDS | $12.62M | 3.4% |
| VANGUARD STAR FDS | $14.53M | 3.9% |
| Apple Inc. | $17.14M | 4.7% |
| ISHARES TR | $20.47M | 5.6% |
| VANGUARD INDEX FDS | $27.71M | 7.5% |
| STRYKER CORP | $88.63M | 24.1% |