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CIK: 0001840306
Total reported value
$157.8M
$157.8M
95 檔
26.6%
The Q2 2024 SEC filing reveals that Clearview Wealth Advisors LLC held a total portfolio value of $157.8M, covering 95 public equity positions.
During Q2 2024, Clearview Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGCP | Cap Group Core Plus Income | ETF-Other | 8.64% | — | — | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 8.24% | +0.01% | +98.07% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.08% | +0.10% | -46.46% | |
| 4 | CGDV | Cap Group Dividend Value | ETF-Other | 6.81% | -0.03% | — | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 4.91% | +0.04% | — | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.46% | +0.03% | — | |
| 7 | CGXU | Cap Group Intl Focus | ETF-Other | 2.96% | -0.11% | — | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.79% | -0.35% | -39.95% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.19% | +0.06% | — | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.15% | +0.02% | — | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.09% | -1.02% | -6.38% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.03% | +0.01% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.21% | -9.45% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.89% | -0.15% | -45.45% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.64% | +0.16% | +26.20% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | — | -0.14% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.56% | — | +406.41% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.52% | -0.05% | -2.05% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 1.29% | +0.03% | -45.02% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.24% | +0.02% | -23.89% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.15% | +0.04% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.02% | -1.31% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.07% | -0.65% | EXIT | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.01% | +0.53% | -30.38% | |
| 25 | SCHH | Schwab US Reit ETF | ETF-Other | 0.97% | — | — | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.94% | +0.06% | — | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.86% | -0.40% | -61.72% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.86% | — | -0.16% | |
| 29 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.84% | -0.62% | EXIT | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.11% | +22.16% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | -0.08% | +780.64% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | — | -4.23% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.70% | — | -4.56% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | — | -0.35% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.66% | — | -69.15% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | -0.04% | -4.12% | |
| 37 | NUE | Nucor CORP | Stock-Materials | 0.60% | +0.05% | -4.71% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | — | -36.00% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.58% | — | -4.00% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.58% | — | — | |
| 41 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.53% | +0.03% | +19.39% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | — | -0.33% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | — | -2.52% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.47% | — | -40.01% | |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.47% | — | +112.10% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.46% | — | -6.18% | |
| 47 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.45% | — | — | |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.42% | — | — | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | — | -4.90% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | — | -4.29% |
According to official SEC Form 13F filings, Clearview Wealth Advisors LLC reported a total U.S. public equity portfolio value of $157.8M across 95 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CGCP, SCHZ, SPYM) accounted for 26.6% of total reported equity market value during Q2 2024.
During Q2 2024, Clearview Wealth Advisors LLC's top holdings by market value included CGCP (8.6%)、SCHZ (8.2%)、SPYM (8.1%). The largest single position, CGCP, represented 8.6% of total portfolio value.
In Q2 2024, Clearview Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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