CWS Financial Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| LOCKHEED MARTIN CORP | $1.04M | 0.3% |
| VANGUARD ADMIRAL FDS INC | $1.01M | 0.3% |
| Warren E. Buffett | $996.3K | 0.3% |
| DIMENSIONAL ETF TRUST | $945.1K | 0.3% |
| PROGRESSIVE CORP/OH | $933.4K | 0.3% |
| ISHARES INC | $883.6K | 0.2% |
| ALTRIA GROUP, INC. | $870.5K | 0.2% |
| LINDE PLC | $852.4K | 0.2% |
| Parker-Hannifin Corp | $845.8K | 0.2% |
| Mastercard Inc | $831.0K | 0.2% |
| JOHNSON & JOHNSON | $820.2K | 0.2% |
| SPDR GOLD TR | $803.3K | 0.2% |
| ANALOG DEVICES INC | $799.6K | 0.2% |
| Alphabet Inc. | $799.5K | 0.2% |
| Fastenal Co | $789.4K | 0.2% |
| ABBOTT LABORATORIES | $771.1K | 0.2% |
| CAPITAL GRP FIXED INCM ETF T | $764.2K | 0.2% |
| VANGUARD BD INDEX FDS | $735.5K | 0.2% |
| Chubb Ltd | $732.9K | 0.2% |
| Snap-on Inc | $718.6K | 0.2% |
| ISHARES TR | $705.7K | 0.2% |
| VANECK ETF TRUST | $693.8K | 0.2% |
| VANGUARD TAX-MANAGED FDS | $691.1K | 0.2% |
| BROADRIDGE FINANCIAL SOLUTIONS INC | $681.3K | 0.2% |
| ENTERGY CORP /DE | $662.3K | 0.2% |
| PAYCHEX INC | $649.5K | 0.2% |
| Meta Platforms Inc | $639.7K | 0.2% |
| NEXTERA ENERGY INC | $638.7K | 0.2% |
| DIMENSIONAL ETF TRUST | $623.2K | 0.2% |
| ISHARES TR | $621.7K | 0.2% |
| VERIZON COMMUNICATIONS INC | $606.5K | 0.2% |
| GENERAL DYNAMICS CORP | $598.7K | 0.2% |
| WEC ENERGY GROUP, INC. | $595.9K | 0.2% |
| COCA COLA CO | $589.8K | 0.2% |
| CATERPILLAR INC | $575.2K | 0.2% |
| ISHARES TR | $573.2K | 0.2% |
| GRACO INC | $559.8K | 0.2% |
| NORTHERN TRUST CORP | $535.4K | 0.1% |
| ELI LILLY & Co | $529.7K | 0.1% |
| Edwards Lifesciences Corp | $511.5K | 0.1% |
| CIVISTA BANCSHARES, INC. | $508.3K | 0.1% |
| COLGATE PALMOLIVE CO | $498.5K | 0.1% |
| DIMENSIONAL ETF TRUST | $485.9K | 0.1% |
| AMGEN INC | $485.8K | 0.1% |
| GILEAD SCIENCES, INC. | $479.2K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $470.2K | 0.1% |
| STARBUCKS CORP | $467.3K | 0.1% |
| Walt Disney Co | $466.4K | 0.1% |
| AT&T INC. | $451.3K | 0.1% |
| ILLINOIS TOOL WORKS INC | $448.2K | 0.1% |