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CIK: 0001840306
Total reported value
$157.8M
$157.8M
95 檔
31.3%
At the close of Q4 2024, Clearview Wealth Advisors LLC disclosed equity holdings valued at approximately $157.8M, spread across 95 reported holdings.
During Q4 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 | 9.18% | — | +5.55% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 8.43% | +0.01% | +107.73% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 7.30% | -0.03% | +0.90% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.99% | +0.10% | -6.70% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 5.61% | +0.04% | +1.36% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.72% | +0.03% | +205.59% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.02% | -0.35% | +13.23% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 2.94% | -0.11% | +4.18% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.31% | +0.06% | +207.29% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.15% | — | -4.81% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.14% | +0.01% | +301.71% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.13% | +0.02% | +108.30% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.07% | -1.02% | +1.95% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.72% | +0.16% | +0.92% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.21% | -0.79% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | — | -4.56% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.32% | -0.65% | EXIT | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 1.32% | +0.03% | +5.20% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.29% | -0.40% | +99.45% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.26% | +0.25% | — | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.18% | +0.02% | +0.68% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.18% | -0.05% | -0.42% | |
| 23 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.12% | +0.04% | +5.23% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.09% | -0.15% | +144.64% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.06% | +0.02% | -0.39% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.03% | +0.53% | +2.28% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.03% | +0.06% | +120.51% | |
| 28 | SCHH | Schwab US Reit ETF | ETF-Other | 0.92% | — | +0.40% | |
| 29 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.81% | +0.03% | +51.74% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.11% | — | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.75% | — | -4.90% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.73% | -0.62% | EXIT | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | — | -0.82% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | -0.08% | -3.94% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | — | -1.16% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.63% | — | +45.09% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.62% | — | +102.26% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | — | -3.39% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.54% | — | -10.51% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | -0.04% | -0.85% | |
| 41 | APO | Apollo Global Management Inc | Stock-Financials | 0.52% | +0.35% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | — | +3.38% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | — | -0.97% | |
| 44 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.44% | — | +4.43% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.41% | — | -1.25% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.40% | — | +2.23% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | — | -0.75% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | — | -0.67% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | — | -6.19% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.37% | — | -0.86% |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CGCP, SCHZ, CGDV) accounted for 31.3% of total reported equity market value during Q4 2024.
During Q4 2024, Clearview Wealth Advisors LLC's top holdings by market value included CGCP (9.2%)、SCHZ (8.4%)、CGDV (7.3%). The largest single position, CGCP, represented 9.2% of total portfolio value.
In Q4 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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