Mga Batayang Estadistika
Nilai Portofolio $ 143,545,251
Posisi Saat Ini 101
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Clearview Wealth Advisors LLC telah mengungkapkan total kepemilikan 101 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 143,545,251 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Clearview Wealth Advisors LLC adalah Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF (US:CGCP) , Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF (US:SCHZ) , Capital Group Dividend Value ETF (US:CGDV) , Capital Group Growth ETF (US:CGGR) , and Janus Detroit Street Trust - Janus Henderson AAA CLO ETF (US:JAAA) . Posisi baru Clearview Wealth Advisors LLC meliputi: BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF (US:THRO) , iShares Trust - iShares Core International Aggregate Bond ETF (US:IAGG) , Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF (US:BAI) , .

Clearview Wealth Advisors LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.20 8.07 5.6227 0.8895
0.03 0.92 0.6393 0.6393
0.04 1.89 1.3166 0.6285
0.02 0.85 0.5894 0.5894
0.03 1.52 1.0602 0.5468
0.04 2.29 1.5977 0.4961
0.27 10.52 7.3276 0.3982
0.00 2.28 1.5916 0.3024
0.01 0.35 0.2422 0.2422
0.00 0.35 0.2410 0.2410
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.08 5.87 4.0900 -2.0491
0.48 11.14 7.7599 -0.6444
0.06 2.57 1.7910 -0.5184
0.12 5.90 4.1096 -0.3421
0.55 12.36 8.6139 -0.3216
0.01 1.51 1.0535 -0.2691
0.01 0.46 0.3204 -0.1217
0.01 1.14 0.7969 -0.1141
0.00 0.71 0.4974 -0.1063
0.04 0.97 0.6730 -0.0913
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-29 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF 0.55 3.16 12.36 3.39 8.6139 -0.3216
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.48 -1.32 11.14 -0.98 7.7599 -0.6444
CGDV / Capital Group Dividend Value ETF 0.27 2.35 10.52 13.41 7.3276 0.3982
CGGR / Capital Group Growth ETF 0.20 7.34 8.07 27.40 5.6227 0.8895
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF 0.12 -1.07 5.90 -0.99 4.1096 -0.3421
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.08 -35.36 5.87 -28.54 4.0900 -2.0491
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.20 0.75 4.94 11.53 3.4383 0.1317
CGXU / Capital Group International Focus Equity ETF 0.16 0.94 4.43 11.87 3.0856 0.1273
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.15 -2.85 3.34 8.52 2.3253 0.0277
APO / Apollo Global Management, Inc. 0.02 5.05 3.21 8.81 2.2382 0.0325
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.13 1.27 3.19 5.27 2.2253 -0.0419
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.02 3.71 3.00 10.95 2.0890 0.0697
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.10 1.60 2.81 18.50 1.9544 0.1858
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF 0.06 -17.10 2.57 -16.83 1.7910 -0.5184
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.02 -8.05 2.54 9.09 1.7725 0.0295
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF 0.04 -0.81 2.30 10.77 1.6055 0.0513
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0.04 44.42 2.29 55.56 1.5977 0.4961
MSFT / Microsoft Corporation 0.00 -0.07 2.28 32.41 1.5916 0.3024
XTEN / BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF 0.04 107.02 1.89 105.10 1.3166 0.6285
IVE / iShares Trust - iShares S&P 500 Value ETF 0.01 5.65 1.83 8.35 1.2753 0.0128
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -0.38 1.81 10.10 1.2615 0.0329
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.04 -2.06 1.77 8.44 1.2364 0.0137
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.01 0.59 1.65 11.65 1.1486 0.0451
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.03 99.14 1.52 121.40 1.0602 0.5468
CVX / Chevron Corporation 0.01 -0.20 1.51 -14.58 1.0535 -0.2691
MBB / iShares Trust - iShares MBS ETF 0.02 -0.85 1.45 -0.75 1.0129 -0.0814
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.06 0.71 1.38 0.88 0.9636 -0.0608
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF 0.06 1.17 1.22 -0.49 0.8505 -0.0660
AAPL / Apple Inc. 0.01 1.57 1.14 -6.23 0.7969 -0.1141
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF 0.02 0.35 1.09 1.21 0.7599 -0.0451
COST / Costco Wholesale Corporation 0.00 0.09 1.09 4.72 0.7577 -0.0184
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.01 -1.76 1.05 10.07 0.7312 0.0185
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF 0.01 -0.31 0.98 11.49 0.6833 0.0266
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.04 -0.36 0.97 -5.57 0.6730 -0.0913
THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF 0.03 0.92 0.6393 0.6393
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF 0.02 49.33 0.91 69.02 0.6349 0.2321
IYW / iShares Trust - iShares U.S. Technology ETF 0.01 -6.65 0.90 15.16 0.6304 0.0434
JPM / JPMorgan Chase & Co. 0.00 0.03 0.90 18.29 0.6268 0.0583
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF 0.02 0.85 0.5894 0.5894
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.03 3.66 0.85 11.92 0.5893 0.0246
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -12.55 0.74 -3.51 0.5182 -0.0571
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF 0.02 -2.64 0.72 15.47 0.5049 0.0364
ABBV / AbbVie Inc. 0.00 -0.23 0.71 -11.65 0.4974 -0.1063
AMZN / Amazon.com, Inc. 0.00 0.00 0.67 15.29 0.4681 0.0327
NVDA / NVIDIA Corporation 0.00 -20.00 0.67 16.64 0.4641 0.0373
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 0.01 0.99 0.66 22.89 0.4566 0.0577
BAC / Bank of America Corporation 0.01 -0.45 0.62 12.86 0.4342 0.0217
WMT / Walmart Inc. 0.01 0.11 0.62 11.49 0.4331 0.0165
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.02 -1.19 0.61 7.94 0.4268 0.0031
CSCO / Cisco Systems, Inc. 0.01 -0.69 0.60 11.61 0.4155 0.0164
WM / Waste Management, Inc. 0.00 0.09 0.53 -1.13 0.3676 -0.0309
NUE / Nucor Corporation 0.00 -0.54 0.52 7.00 0.3628 -0.0006
JNJ / Johnson & Johnson 0.00 -0.18 0.52 -8.13 0.3626 -0.0603
QCOM / QUALCOMM Incorporated 0.00 -0.57 0.50 3.07 0.3510 -0.0141
MCD / McDonald's Corporation 0.00 -0.47 0.50 -6.92 0.3476 -0.0528
NSC / Norfolk Southern Corporation 0.00 -0.71 0.50 7.34 0.3468 0.0002
LMT / Lockheed Martin Corporation 0.00 -0.37 0.49 3.35 0.3436 -0.0132
HON / Honeywell International Inc. 0.00 -0.05 0.49 9.91 0.3402 0.0083
ACWI / iShares Trust - iShares MSCI ACWI ETF 0.00 0.00 0.48 10.57 0.3352 0.0098
PPL / PPL Corporation 0.01 -0.29 0.48 -6.30 0.3318 -0.0485
GLD / SPDR Gold Trust 0.00 -6.09 0.47 -0.63 0.3275 -0.0260
EMR / Emerson Electric Co. 0.00 -0.69 0.46 20.94 0.3219 0.0361
GLDM / World Gold Trust - SPDR Gold MiniShares Trust 0.01 -26.59 0.46 -22.34 0.3204 -0.1217
KMI / Kinder Morgan, Inc. 0.02 -0.53 0.46 2.46 0.3203 -0.0148
MTB / M&T Bank Corporation 0.00 0.14 0.43 8.61 0.2994 0.0039
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF 0.01 5.64 0.42 10.42 0.2959 0.0087
CB / Chubb Limited 0.00 -0.42 0.42 -4.38 0.2894 -0.0356
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF 0.01 -0.84 0.41 6.27 0.2837 -0.0026
BRK.B / Berkshire Hathaway Inc. 0.00 0.00 0.40 -8.74 0.2768 -0.0487
SCHW / The Charles Schwab Corporation 0.00 -0.14 0.39 16.47 0.2714 0.0213
PG / The Procter & Gamble Company 0.00 -0.33 0.38 -6.88 0.2645 -0.0400
DELL / Dell Technologies Inc. 0.00 0.45 0.38 35.00 0.2640 0.0545
DE / Deere & Company 0.00 -0.27 0.37 7.87 0.2582 0.0019
ABT / Abbott Laboratories 0.00 -0.65 0.35 1.72 0.2473 -0.0131
PNC / The PNC Financial Services Group, Inc. 0.00 -0.42 0.35 5.69 0.2463 -0.0038
LOW / Lowe's Companies, Inc. 0.00 -0.31 0.35 -5.38 0.2459 -0.0322
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.00 4.68 0.35 7.32 0.2453 -0.0005
BAI / Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF 0.01 0.35 0.2422 0.2422
LEN / Lennar Corporation 0.00 0.35 0.2410 0.2410
TEL / TE Connectivity plc 0.00 -0.29 0.34 19.10 0.2390 0.0236
CI / The Cigna Group 0.00 0.00 0.34 0.59 0.2372 -0.0160
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.00 -1.77 0.34 1.50 0.2368 -0.0133
EOG / EOG Resources, Inc. 0.00 62.45 0.34 51.12 0.2354 0.0688
MDLZ / Mondelez International, Inc. 0.00 -0.29 0.33 -0.90 0.2293 -0.0188
AOS / A. O. Smith Corporation 0.00 0.13 0.30 0.33 0.2124 -0.0144
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 0.00 -0.31 0.28 -2.74 0.1981 -0.0206
PEP / PepsiCo, Inc. 0.00 -0.42 0.28 -12.50 0.1955 -0.0436
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF 0.01 -0.89 0.28 -1.77 0.1933 -0.0175
HSY / The Hershey Company 0.00 0.30 0.28 -2.48 0.1918 -0.0195
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.00 -0.27 0.27 0.00 0.1911 -0.0140
BMY / Bristol-Myers Squibb Company 0.01 -0.64 0.27 -24.58 0.1865 -0.0787
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 -0.61 0.27 4.72 0.1856 -0.0042
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 -6.27 0.27 -6.03 0.1849 -0.0261
AVGO / Broadcom Inc. 0.00 0.26 0.1812 0.1812
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund 0.00 -24.01 0.25 -20.20 0.1708 -0.0591
SPY / SPDR S&P 500 ETF 0.00 0.24 0.1639 0.1639
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.00 -1.74 0.23 -1.29 0.1596 -0.0142
GOOGL / Alphabet Inc. 0.00 0.22 0.1522 0.1522
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF 0.01 -1.01 0.21 0.47 0.1492 -0.0103
WPC / W. P. Carey Inc. 0.00 -0.76 0.21 -1.85 0.1477 -0.0138
WVVI / Willamette Valley Vineyards, Inc. 0.02 0.00 0.09 -7.61 0.0599 -0.0092
MRK / Merck & Co., Inc. 0.00 -100.00 0.00 0.0000
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.00 -100.00 0.00 0.0000
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 -100.00 0.00 0.0000
GIS / General Mills, Inc. 0.00 -100.00 0.00 0.0000
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF 0.00 -100.00 0.00 0.0000