Clearview Wealth Advisors

Clearview Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Clearview Wealth Advisors

Clearview Wealth Advisors holds 95 positions in its portfolio as reported in the December 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 544k 22.20
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.4 $11M 489k 22.70
Capital Group Dividend Value Shs Creation Uni (CGDV) 7.3 $9.6M 272k 35.26
Spdr Ser Tr Portfolio S&p500 (SPLG) 7.0 $9.2M 133k 68.94
Capital Group Growth Etf Shs Creation Uni (CGGR) 5.6 $7.4M 199k 37.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.7 $4.9M 211k 23.18
Ishares Tr Core Total Usd (IUSB) 3.0 $4.0M 88k 45.20
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 2.9 $3.9M 157k 24.67
Schwab Strategic Tr Fundamental Us L (FNDX) 2.3 $3.0M 129k 23.68
Ishares Tr S&p 500 Grwt Etf (IVW) 2.2 $2.8M 28k 101.53
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $2.8M 101k 27.87
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.1 $2.8M 151k 18.50
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.1 $2.7M 15k 178.09
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.7 $2.3M 44k 51.25
Microsoft Corporation (MSFT) 1.5 $2.0M 4.6k 421.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $1.8M 3.3k 538.81
Ishares Tr Eafe Grwth Etf (EFG) 1.3 $1.7M 18k 96.83
Ishares Tr Mbs Etf (MBB) 1.3 $1.7M 19k 91.68
Ishares Tr Eafe Value Etf (EFV) 1.3 $1.7M 32k 52.47
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.3 $1.7M 33k 50.71
Ishares Tr Esg Awr Msci Usa (ESGU) 1.2 $1.6M 12k 128.82
Chevron Corporation (CVX) 1.2 $1.6M 11k 144.85
Schwab Strategic Tr Fundamental Intl (FNDF) 1.1 $1.5M 44k 33.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $1.4M 52k 27.32
Apple (AAPL) 1.1 $1.4M 5.6k 250.41
Ishares Tr S&p 500 Val Etf (IVE) 1.0 $1.4M 7.1k 190.87
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $1.4M 57k 24.06
Schwab Strategic Tr Us Reit Etf (SCHH) 0.9 $1.2M 58k 21.06
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.8 $1.1M 20k 52.02
Costco Wholesale Corporation (COST) 0.8 $1.0M 1.1k 916.23
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $981k 9.4k 104.89
Ishares Tr U.s. Tech Etf (IYW) 0.7 $963k 6.0k 159.53
JPMorgan Chase & Co. (JPM) 0.7 $924k 3.9k 239.73
NVIDIA Corporation (NVDA) 0.7 $907k 6.8k 134.29
Wal-Mart Stores (WMT) 0.7 $879k 9.7k 90.35
Ishares Msci Emrg Chn (EMXC) 0.6 $835k 15k 55.45
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $816k 32k 25.86
Ishares Tr Core S&p500 Etf (IVV) 0.6 $806k 1.4k 588.70
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $710k 8.1k 87.33
Abbvie (ABBV) 0.5 $708k 4.0k 177.71
Apollo Global Mgmt (APO) 0.5 $684k 4.1k 165.16
Amazon (AMZN) 0.5 $672k 3.1k 219.39
Bank of America Corporation (BAC) 0.4 $591k 13k 43.95
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $576k 17k 34.33
Lockheed Martin Corporation (LMT) 0.4 $538k 1.1k 485.96
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $530k 20k 26.63
Cisco Systems (CSCO) 0.4 $528k 8.9k 59.20
McDonald's Corporation (MCD) 0.4 $513k 1.8k 289.86
Johnson & Johnson (JNJ) 0.4 $493k 3.4k 144.63
Qualcomm (QCOM) 0.4 $493k 3.2k 153.62
Nucor Corporation (NUE) 0.4 $487k 4.2k 116.70
Honeywell International (HON) 0.4 $485k 2.1k 225.87
Waste Management (WM) 0.4 $484k 2.4k 201.81
Norfolk Southern (NSC) 0.4 $475k 2.0k 234.65
PPL Corporation (PPL) 0.4 $472k 15k 32.46
Emerson Electric (EMR) 0.3 $447k 3.6k 123.92
Kinder Morgan (KMI) 0.3 $443k 16k 27.40
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $440k 3.7k 117.50
Ishares Core Msci Emkt (IEMG) 0.3 $424k 8.1k 52.22
Chubb (CB) 0.3 $411k 1.5k 276.32
Procter & Gamble Company (PG) 0.3 $411k 2.4k 167.63
Lowe's Companies (LOW) 0.3 $408k 1.7k 246.80
Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $407k 14k 29.70
Spdr Gold Tr Gold Shs (GLD) 0.3 $398k 1.6k 242.13
PNC Financial Services (PNC) 0.3 $380k 2.0k 192.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $371k 818.00 453.28
Merck & Co (MRK) 0.3 $363k 3.7k 99.48
Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $351k 12k 29.05
Pepsi (PEP) 0.3 $348k 2.3k 152.07
Bristol Myers Squibb (BMY) 0.3 $340k 6.0k 56.56
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $338k 2.6k 127.59
Charles Schwab Corporation (SCHW) 0.2 $327k 4.4k 74.01
Deere & Company (DE) 0.2 $320k 756.00 423.70
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $319k 3.9k 80.92
Abbott Laboratories (ABT) 0.2 $307k 2.7k 113.10
Mondelez Intl Cl A (MDLZ) 0.2 $302k 5.1k 59.73
Te Connectivity Ord Shs (TEL) 0.2 $302k 2.1k 142.97
M&T Bank Corporation (MTB) 0.2 $298k 1.6k 188.05
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $297k 4.2k 70.00
Cigna Corp (CI) 0.2 $284k 1.0k 276.14
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $284k 11k 25.83
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $280k 3.2k 88.78
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $277k 2.9k 96.90
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $261k 1.3k 195.76
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $257k 2.9k 89.04
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $243k 2.1k 115.21
General Mills (GIS) 0.2 $241k 3.8k 63.78
Ishares Tr Us Infrastruc (IFRA) 0.2 $238k 5.1k 46.29
Alphabet Cap Stk Cl A (GOOGL) 0.2 $234k 1.2k 189.27
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $227k 3.2k 71.91
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.2 $222k 10k 22.07
EOG Resources (EOG) 0.2 $220k 1.8k 122.58
Broadcom (AVGO) 0.2 $218k 941.00 231.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $213k 363.00 586.45
Willamette Valley Vineyards (WVVI) 0.0 $52k 16k 3.35