Clearview Wealth Advisors

Clearview Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for Clearview Wealth Advisors

Clearview Wealth Advisors holds 95 positions in its portfolio as reported in the September 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) 9.2 $12M 516k 23.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.6 $11M 235k 47.52
Capital Group Dividend Value Shs Creation Uni (CGDV) 7.6 $9.8M 270k 36.44
Spdr Ser Tr Portfolio S&p500 (SPLG) 7.4 $9.6M 143k 67.51
Capital Group Growth Etf Shs Creation Uni (CGGR) 5.3 $6.8M 196k 34.79
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.6 $4.7M 69k 67.85
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.1 $4.1M 151k 26.97
Ishares Tr Core Total Usd (IUSB) 2.8 $3.7M 78k 47.12
Schwab Strategic Tr Fundamental Us L (FNDX) 2.3 $3.0M 42k 71.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.3 $3.0M 73k 41.12
Ishares Tr S&p 500 Grwt Etf (IVW) 2.2 $2.8M 29k 95.75
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.1 $2.7M 15k 179.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $2.6M 25k 104.18
Blackrock Etf Trust Us Eqt Factor (DYNF) 1.7 $2.2M 44k 49.47
Microsoft Corporation (MSFT) 1.6 $2.0M 4.7k 430.26
Ishares Tr Eafe Grwth Etf (EFG) 1.5 $2.0M 19k 107.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $1.8M 3.5k 527.67
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $1.8M 21k 84.53
Ishares Tr Mbs Etf (MBB) 1.3 $1.7M 18k 95.81
Chevron Corporation (CVX) 1.2 $1.6M 11k 147.27
Schwab Strategic Tr Fundamental Intl (FNDF) 1.2 $1.6M 42k 37.37
Ishares Tr Esg Awr Msci Usa (ESGU) 1.2 $1.5M 12k 126.18
Ishares Tr S&p 500 Val Etf (IVE) 1.1 $1.4M 7.0k 197.16
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $1.3M 57k 23.17
Apple (AAPL) 1.0 $1.3M 5.6k 233.02
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $1.3M 26k 48.98
Ishares Tr U.s. Tech Etf (IYW) 0.8 $1.0M 6.7k 151.63
Vanguard World Esg Us Stk Etf (ESGV) 0.8 $1000k 9.8k 101.65
Costco Wholesale Corporation (COST) 0.7 $973k 1.1k 886.15
Ishares Tr Eafe Value Etf (EFV) 0.7 $934k 16k 57.53
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $891k 9.1k 98.10
NVIDIA Corporation (NVDA) 0.7 $854k 7.0k 121.45
JPMorgan Chase & Co. (JPM) 0.6 $820k 3.9k 210.85
Ishares Tr Core S&p500 Etf (IVV) 0.6 $817k 1.4k 576.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $804k 16k 51.50
Wal-Mart Stores (WMT) 0.6 $794k 9.8k 80.75
Abbvie (ABBV) 0.6 $794k 4.0k 197.49
Ishares Core Msci Emkt (IEMG) 0.6 $778k 14k 57.41
Blackrock Etf Trust Ii Flexible Income (BINC) 0.6 $719k 13k 53.53
Lockheed Martin Corporation (LMT) 0.5 $655k 1.1k 584.59
Ishares Msci Emrg Chn (EMXC) 0.5 $634k 10k 61.11
Nucor Corporation (NUE) 0.5 $633k 4.2k 150.33
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $619k 16k 38.53
Johnson & Johnson (JNJ) 0.5 $589k 3.6k 162.05
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $568k 20k 29.18
Amazon (AMZN) 0.4 $552k 3.0k 186.33
Qualcomm (QCOM) 0.4 $551k 3.2k 170.05
McDonald's Corporation (MCD) 0.4 $542k 1.8k 304.48
Bank of America Corporation (BAC) 0.4 $539k 14k 39.68
Norfolk Southern (NSC) 0.4 $508k 2.0k 248.45
Waste Management (WM) 0.4 $503k 2.4k 207.62
PPL Corporation (PPL) 0.4 $485k 15k 33.08
Cisco Systems (CSCO) 0.4 $478k 9.0k 53.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $468k 1.0k 460.26
Procter & Gamble Company (PG) 0.4 $458k 2.6k 173.20
Lowe's Companies (LOW) 0.3 $450k 1.7k 270.85
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $447k 3.7k 119.55
Chubb (CB) 0.3 $433k 1.5k 288.37
Merck & Co (MRK) 0.3 $418k 3.7k 113.56
Spdr Gold Tr Gold Shs (GLD) 0.3 $410k 1.7k 243.06
Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $402k 6.7k 59.57
Emerson Electric (EMR) 0.3 $398k 3.6k 109.36
Pepsi (PEP) 0.3 $392k 2.3k 170.06
Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $384k 12k 32.27
Mondelez Intl Cl A (MDLZ) 0.3 $375k 5.1k 73.67
PNC Financial Services (PNC) 0.3 $367k 2.0k 184.81
Kinder Morgan (KMI) 0.3 $360k 16k 22.09
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $359k 4.3k 83.22
Cigna Corp (CI) 0.3 $357k 1.0k 346.44
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $327k 9.2k 35.42
Honeywell International (HON) 0.3 $325k 1.6k 206.68
Te Connectivity Ord Shs (TEL) 0.2 $321k 2.1k 150.99
Deere & Company (DE) 0.2 $319k 764.00 417.33
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $315k 4.4k 71.72
Bristol Myers Squibb (BMY) 0.2 $315k 6.1k 51.74
Abbott Laboratories (ABT) 0.2 $312k 2.7k 114.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $310k 2.4k 128.20
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $301k 3.3k 91.31
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $296k 2.5k 116.96
General Mills (GIS) 0.2 $290k 3.9k 73.85
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $289k 2.9k 101.28
Charles Schwab Corporation (SCHW) 0.2 $288k 4.4k 64.81
M&T Bank Corporation (MTB) 0.2 $285k 1.6k 178.14
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $260k 2.8k 93.57
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $259k 1.3k 197.99
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $251k 4.7k 53.63
Ishares Tr Us Infrastruc (IFRA) 0.2 $240k 5.1k 46.97
Hershey Company (HSY) 0.2 $225k 1.2k 191.72
EOG Resources (EOG) 0.2 $223k 1.8k 122.93
Wp Carey (WPC) 0.2 $222k 3.6k 62.30
Dutch Bros Cl A (BROS) 0.2 $217k 6.8k 32.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $213k 2.8k 75.11
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.2 $207k 4.5k 46.16
Alphabet Cap Stk Cl A (GOOGL) 0.2 $205k 1.2k 165.88
Willamette Valley Vineyards (WVVI) 0.0 $54k 16k 3.48