Clearview Wealth Advisors

Clearview Wealth Advisors as of June 30, 2024

Portfolio Holdings for Clearview Wealth Advisors

Clearview Wealth Advisors holds 95 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 8.6 $9.9M 445k 22.22
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.2 $9.4M 207k 45.58
Spdr Ser Tr Portfolio S&p500 (SPLG) 8.1 $9.3M 145k 64.00
Capital Group Dividend Value Shs Creation Uni (CGDV) 6.8 $7.8M 236k 33.00
Capital Group Growth Etf Shs Creation Uni (CGGR) 4.9 $5.6M 171k 32.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.5 $4.0M 62k 64.25
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.0 $3.4M 132k 25.72
Ishares Tr Core Total Usd (IUSB) 2.8 $3.2M 71k 45.22
Schwab Strategic Tr Fundamental Us L (FNDX) 2.2 $2.5M 38k 66.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.2 $2.5M 64k 38.42
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.1 $2.4M 14k 170.76
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $2.3M 23k 100.84
Microsoft Corporation (MSFT) 1.9 $2.2M 4.9k 446.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.9 $2.2M 28k 77.76
Blackrock Etf Trust Us Eqt Factor (DYNF) 1.6 $1.9M 40k 46.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $1.8M 3.6k 500.13
Ishares Tr S&p 500 Grwt Etf (IVW) 1.6 $1.8M 19k 92.54
Chevron Corporation (CVX) 1.5 $1.7M 11k 156.41
Ishares Tr Mbs Etf (MBB) 1.3 $1.5M 16k 91.81
Ishares Tr Esg Awr Msci Usa (ESGU) 1.2 $1.4M 12k 119.32
Schwab Strategic Tr Fundamental Intl (FNDF) 1.2 $1.3M 38k 35.03
Apple (AAPL) 1.1 $1.3M 5.9k 210.63
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $1.2M 12k 102.30
Ishares Tr S&p 500 Val Etf (IVE) 1.0 $1.2M 6.4k 182.02
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $1.1M 56k 19.97
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $1.1M 22k 48.13
Ishares Tr Eafe Value Etf (EFV) 0.9 $990k 19k 53.04
Vanguard World Esg Us Stk Etf (ESGV) 0.9 $989k 10k 96.62
Ishares Tr U.s. Tech Etf (IYW) 0.8 $962k 6.4k 150.50
Costco Wholesale Corporation (COST) 0.8 $933k 1.1k 850.07
NVIDIA Corporation (NVDA) 0.8 $888k 7.2k 123.55
JPMorgan Chase & Co. (JPM) 0.7 $825k 4.1k 202.28
Bank of America Corporation (BAC) 0.7 $802k 20k 39.77
Ishares Tr Core S&p500 Etf (IVV) 0.7 $774k 1.4k 547.18
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $760k 8.3k 91.78
Abbvie (ABBV) 0.6 $707k 4.1k 171.53
Nucor Corporation (NUE) 0.6 $684k 4.3k 158.07
Wal-Mart Stores (WMT) 0.6 $682k 10k 67.71
Qualcomm (QCOM) 0.6 $664k 3.3k 199.18
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $664k 14k 47.45
Blackrock Etf Trust Ii Flexible Income (BINC) 0.5 $606k 12k 52.20
Amazon (AMZN) 0.5 $588k 3.0k 193.25
Johnson & Johnson (JNJ) 0.5 $543k 3.7k 146.15
Lockheed Martin Corporation (LMT) 0.5 $539k 1.2k 467.12
Ishares Msci Emrg Chn (EMXC) 0.5 $536k 9.0k 59.20
Waste Management (WM) 0.5 $531k 2.5k 213.36
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $516k 15k 35.58
Ishares Tr Hdg Msci Eafe (HEFA) 0.4 $476k 13k 35.56
Merck & Co (MRK) 0.4 $469k 3.8k 123.80
McDonald's Corporation (MCD) 0.4 $466k 1.8k 254.81
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $457k 17k 26.56
Norfolk Southern (NSC) 0.4 $454k 2.1k 214.65
Procter & Gamble Company (PG) 0.4 $446k 2.7k 164.95
Cisco Systems (CSCO) 0.4 $443k 9.3k 47.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $433k 1.1k 406.80
Ishares Tr Msci Acwi Etf (ACWI) 0.4 $421k 3.7k 112.40
PPL Corporation (PPL) 0.4 $415k 15k 27.65
Emerson Electric (EMR) 0.4 $414k 3.8k 110.15
Chubb (CB) 0.3 $394k 1.5k 255.01
Pepsi (PEP) 0.3 $387k 2.3k 164.92
Lowe's Companies (LOW) 0.3 $375k 1.7k 220.46
Ishares Core Msci Emkt (IEMG) 0.3 $367k 6.9k 53.53
Spdr Gold Tr Gold Shs (GLD) 0.3 $362k 1.7k 215.01
Honeywell International (HON) 0.3 $349k 1.6k 213.51
Mondelez Intl Cl A (MDLZ) 0.3 $341k 5.2k 65.44
Cigna Corp (CI) 0.3 $341k 1.0k 330.57
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $338k 2.8k 118.60
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $337k 4.3k 78.04
Kinder Morgan (KMI) 0.3 $336k 17k 19.87
Charles Schwab Corporation (SCHW) 0.3 $335k 4.5k 73.69
Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $334k 6.1k 54.92
Te Connectivity SHS 0.3 $327k 2.2k 150.43
Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $320k 11k 29.57
PNC Financial Services (PNC) 0.3 $315k 2.0k 155.45
Abbott Laboratories (ABT) 0.3 $296k 2.8k 103.90
Deere & Company (DE) 0.3 $292k 781.00 373.63
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $289k 3.3k 88.47
Dutch Bros Cl A (BROS) 0.2 $280k 6.8k 41.40
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $277k 3.3k 83.96
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $276k 4.2k 64.95
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.2 $271k 6.2k 44.10
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $270k 2.5k 106.66
Bristol Myers Squibb (BMY) 0.2 $262k 6.3k 41.53
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $262k 1.4k 182.49
General Mills (GIS) 0.2 $255k 4.0k 63.25
M&T Bank Corporation (MTB) 0.2 $251k 1.7k 151.37
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $241k 2.5k 97.08
EOG Resources (EOG) 0.2 $233k 1.9k 125.87
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $229k 3.2k 72.05
Alphabet Cap Stk Cl A (GOOGL) 0.2 $226k 1.2k 182.09
Hershey Company (HSY) 0.2 $218k 1.2k 183.77
Exxon Mobil Corporation (XOM) 0.2 $215k 1.9k 115.15
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $206k 4.0k 52.01
Wp Carey (WPC) 0.2 $203k 3.7k 55.05
Willamette Valley Vineyards (WVVI) 0.1 $61k 16k 3.93