Longview Financial Advisors

Longview Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Longview Financial Advisors

Longview Financial Advisors holds 134 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
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 21.4 $32M 408k 78.01
Dimensional Etf Trust Us Core Equity 2 (DFAC) 15.9 $24M 682k 34.59
J P Morgan Exchange Traded F Income Etf (JPIE) 13.2 $20M 432k 45.62
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 9.5 $14M 243k 58.00
J P Morgan Exchange Traded F Hedged Equity La (HELO) 7.6 $11M 182k 62.04
Dimensional Etf Trust Us Large Cap Val (DFLV) 3.6 $5.3M 177k 30.03
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.1 $4.6M 175k 26.19
Dimensional Etf Trust Intl Core Equity (DFIC) 2.6 $3.9M 152k 25.84
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.6 $3.8M 74k 51.70
Dimensional Etf Trust Intl Small Cap V (DISV) 2.4 $3.6M 134k 26.57
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.4 $3.6M 31k 115.55
Dimensional Etf Trust Global Real Est (DFGR) 1.4 $2.1M 81k 25.54
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.3 $2.0M 52k 37.90
Apple (AAPL) 1.0 $1.6M 6.2k 250.42
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $1.1M 36k 29.20
Meta Platforms Cl A (META) 0.6 $933k 1.6k 585.51
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $921k 8.7k 105.48
Dimensional Etf Trust Emerging Markets (DFSE) 0.6 $919k 28k 33.13
Ishares Tr Msci Acwi Etf (ACWI) 0.6 $885k 7.5k 117.49
Dimensional Etf Trust Internatnal Val (DFIV) 0.6 $822k 23k 35.48
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $781k 19k 40.49
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.5 $689k 17k 40.92
Dimensional Etf Trust International (DFSI) 0.4 $653k 20k 32.85
Ishares Tr Global Reit Etf (REET) 0.4 $637k 27k 23.97
Wisdomtree Tr Intl Smcap Div (DLS) 0.4 $631k 10k 62.95
Caterpillar (CAT) 0.4 $561k 1.5k 362.76
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $500k 20k 25.37
Select Sector Spdr Tr Technology (XLK) 0.3 $479k 2.1k 232.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $406k 1.4k 289.81
NVIDIA Corporation (NVDA) 0.3 $395k 2.9k 134.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $309k 527.00 586.08
Microsoft Corporation (MSFT) 0.2 $295k 699.00 421.50
Amazon (AMZN) 0.2 $269k 1.2k 219.39
JPMorgan Chase & Co. (JPM) 0.2 $261k 1.1k 239.71
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $234k 4.9k 47.77
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.1 $220k 7.5k 29.48
Charles Schwab Corporation (SCHW) 0.1 $205k 2.8k 74.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $194k 4.4k 44.04
Alphabet Cap Stk Cl A (GOOGL) 0.1 $193k 1.0k 189.30
Morgan Stanley Com New (MS) 0.1 $174k 1.4k 125.72
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $173k 2.3k 76.61
Costco Wholesale Corporation (COST) 0.1 $169k 184.00 916.27
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $168k 1.4k 121.59
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $139k 244.00 569.58
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $127k 1.2k 108.61
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $124k 2.0k 60.75
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.1 $117k 3.0k 38.66
Wells Fargo & Company (WFC) 0.1 $116k 1.7k 70.24
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $115k 2.3k 50.15
Eaton Corp SHS (ETN) 0.1 $83k 249.00 331.87
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $83k 1.6k 50.37
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $81k 1.4k 57.53
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $81k 1.4k 56.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $77k 1.6k 47.82
Ishares Tr Egsadvncdmsci Em (EMXF) 0.1 $76k 2.0k 37.27
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $68k 500.00 135.37
Parker-Hannifin Corporation (PH) 0.0 $60k 95.00 636.03
Ventas (VTR) 0.0 $60k 1.0k 58.89
Ishares Tr Core Msci Eafe (IEFA) 0.0 $60k 850.00 70.28
Adobe Systems Incorporated (ADBE) 0.0 $60k 134.00 444.69
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $60k 1.1k 56.38
York Water Company (YORW) 0.0 $59k 1.8k 32.72
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $58k 1.1k 54.20
Broadcom (AVGO) 0.0 $58k 250.00 231.84
Alphabet Cap Stk Cl C (GOOG) 0.0 $55k 287.00 190.44
Toyota Motor Corp Ads (TM) 0.0 $55k 280.00 194.61
Ishares Tr Msci Eafe Etf (EFA) 0.0 $54k 719.00 75.65
Morningstar (MORN) 0.0 $52k 155.00 336.76
TransDigm Group Incorporated (TDG) 0.0 $52k 41.00 1267.29
Servicenow (NOW) 0.0 $52k 49.00 1060.12
Pulte (PHM) 0.0 $52k 473.00 108.90
Lam Research Corp Com New (LRCX) 0.0 $51k 700.00 72.23
Goldman Sachs (GS) 0.0 $50k 88.00 572.62
Advanced Micro Devices (AMD) 0.0 $50k 415.00 120.79
Wal-Mart Stores (WMT) 0.0 $47k 519.00 90.35
Cintas Corporation (CTAS) 0.0 $47k 256.00 182.70
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $46k 238.00 193.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $46k 915.00 50.13
Mastercard Incorporated Cl A (MA) 0.0 $45k 86.00 526.58
Rb Global (RBA) 0.0 $45k 497.00 90.21
Honeywell International (HON) 0.0 $45k 198.00 225.89
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $45k 1.1k 40.49
Visa Com Cl A (V) 0.0 $43k 136.00 316.04
TJX Companies (TJX) 0.0 $43k 352.00 120.81
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $42k 700.00 60.35
Blackrock (BLK) 0.0 $42k 41.00 1025.12
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $42k 210.00 197.49
Joby Aviation Common Stock (JOBY) 0.0 $41k 5.0k 8.13
Redwood Trust (RWT) 0.0 $39k 6.0k 6.53
Waste Management (WM) 0.0 $39k 193.00 201.79
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $39k 385.00 100.34
Palantir Technologies Cl A (PLTR) 0.0 $38k 500.00 75.63
Crowdstrike Hldgs Cl A (CRWD) 0.0 $36k 105.00 342.16
salesforce (CRM) 0.0 $35k 105.00 334.33
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $35k 448.00 77.79
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $34k 175.00 195.83
Sherwin-Williams Company (SHW) 0.0 $33k 98.00 339.94
Phillips 66 (PSX) 0.0 $33k 286.00 113.93
Stryker Corporation (SYK) 0.0 $29k 81.00 360.06
Home Depot (HD) 0.0 $27k 68.00 389.00
Walt Disney Company (DIS) 0.0 $26k 230.00 111.35
Danaher Corporation (DHR) 0.0 $26k 111.00 229.56
Constellation Brands Cl A (STZ) 0.0 $25k 114.00 221.00
Jacobs Engineering Group (J) 0.0 $25k 187.00 133.62
Anthem (ELV) 0.0 $24k 66.00 368.91
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $24k 182.00 132.10
Eli Lilly & Co. (LLY) 0.0 $23k 30.00 772.00
Union Pacific Corporation (UNP) 0.0 $23k 100.00 228.04
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $23k 254.00 89.08
TriCo Bancshares (TCBK) 0.0 $22k 511.00 43.70
EOG Resources (EOG) 0.0 $22k 182.00 122.58
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.0 $22k 346.00 63.33
Amgen (AMGN) 0.0 $22k 83.00 260.65
Ball Corporation (BALL) 0.0 $21k 375.00 55.13
Intuit (INTU) 0.0 $17k 27.00 628.52
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $17k 222.00 76.14
Nike CL B (NKE) 0.0 $16k 212.00 75.67
Paypal Holdings (PYPL) 0.0 $16k 187.00 85.35
Johnson & Johnson (JNJ) 0.0 $16k 107.00 144.63
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $15k 188.00 79.13
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $14k 331.00 41.82
Ishares Tr Core S&p500 Etf (IVV) 0.0 $13k 22.00 588.68
Exxon Mobil Corporation (XOM) 0.0 $13k 119.00 107.57
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.0 $12k 166.00 70.59
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $11k 27.00 402.70
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $11k 245.00 42.89
Chevron Corporation (CVX) 0.0 $9.8k 68.00 144.85
American Tower Reit (AMT) 0.0 $8.6k 47.00 183.43
Pinterest Cl A (PINS) 0.0 $8.1k 280.00 29.00
Amentum Holdings (AMTM) 0.0 $3.9k 187.00 21.03
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $3.8k 66.00 57.29
Prologis (PLD) 0.0 $2.7k 26.00 105.73
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $2.6k 50.00 51.14
Proshares Tr Ultrpro S&p500 (UPRO) 0.0 $1.2k 14.00 88.64