Longview Financial Advisors

Longview Financial Advisors as of March 31, 2025

Portfolio Holdings for Longview Financial Advisors

Longview Financial Advisors holds 129 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 18.4 $28M 354k 78.94
Dimensional Etf Trust Us Core Equity 2 (DFAC) 14.7 $22M 677k 32.99
J P Morgan Exchange Traded F Income Etf (JPIE) 13.7 $21M 451k 46.07
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 9.6 $15M 245k 59.40
J P Morgan Exchange Traded F Hedged Equity La (HELO) 7.6 $12M 194k 59.68
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.2 $6.4M 78k 81.76
Dimensional Etf Trust Us Large Cap Val (DFLV) 3.7 $5.6M 184k 30.57
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.2 $4.8M 182k 26.46
Dimensional Etf Trust Intl Core Equity (DFIC) 2.9 $4.5M 160k 27.77
Dimensional Etf Trust Intl Small Cap V (DISV) 2.8 $4.3M 147k 29.12
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.5 $3.8M 32k 118.14
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.6 $2.4M 47k 52.37
Dimensional Etf Trust Global Real Est (DFGR) 1.5 $2.3M 88k 26.26
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.3 $2.0M 57k 35.81
Apple (AAPL) 0.9 $1.4M 6.2k 222.13
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $1.1M 36k 31.23
Dimensional Etf Trust Emerging Markets (DFSE) 0.7 $1.0M 30k 33.68
Meta Platforms Cl A (META) 0.6 $918k 1.6k 576.36
Dimensional Etf Trust Internatnal Val (DFIV) 0.6 $909k 23k 39.36
Ishares Tr Msci Acwi Etf (ACWI) 0.6 $858k 7.4k 116.38
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $738k 19k 38.44
Dimensional Etf Trust International (DFSI) 0.5 $720k 21k 34.89
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $679k 17k 41.21
Wisdomtree Tr Intl Smcap Div (DLS) 0.4 $662k 10k 66.00
Ishares Tr Global Reit Etf (REET) 0.4 $636k 26k 24.26
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $599k 5.7k 105.60
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $506k 20k 25.89
Select Sector Spdr Tr Technology (XLK) 0.3 $425k 2.1k 206.48
Caterpillar (CAT) 0.3 $393k 1.2k 329.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $388k 1.4k 274.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $295k 527.00 559.39
Microsoft Corporation (MSFT) 0.2 $262k 699.00 375.39
JPMorgan Chase & Co. (JPM) 0.2 $255k 1.0k 245.30
Amazon (AMZN) 0.2 $234k 1.2k 190.26
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $230k 4.8k 48.35
Charles Schwab Corporation (SCHW) 0.1 $221k 2.8k 78.29
NVIDIA Corporation (NVDA) 0.1 $210k 1.9k 108.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $199k 4.4k 45.26
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $181k 2.4k 76.50
Costco Wholesale Corporation (COST) 0.1 $174k 184.00 945.78
Morgan Stanley Com New (MS) 0.1 $161k 1.4k 116.67
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $159k 1.4k 114.87
Alphabet Cap Stk Cl A (GOOGL) 0.1 $158k 1.0k 154.64
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $130k 244.00 533.48
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $129k 2.0k 63.53
Wells Fargo & Company (WFC) 0.1 $119k 1.7k 71.79
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.1 $117k 3.0k 38.45
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $115k 2.3k 50.00
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $114k 1.2k 97.48
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $84k 1.4k 58.98
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $83k 1.6k 50.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $82k 1.6k 50.83
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.1 $81k 2.8k 28.58
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $80k 1.4k 57.14
Ishares Tr Egsadvncdmsci Em (EMXF) 0.1 $78k 2.0k 38.24
Ventas (VTR) 0.0 $71k 1.0k 68.76
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $62k 500.00 124.50
York Water Company (YORW) 0.0 $62k 1.8k 34.68
Ishares Tr Core Msci Eafe (IEFA) 0.0 $60k 795.00 75.65
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $60k 1.1k 55.69
Ishares Tr Msci Eafe Etf (EFA) 0.0 $59k 719.00 81.77
Parker-Hannifin Corporation (PH) 0.0 $58k 95.00 607.85
TransDigm Group Incorporated (TDG) 0.0 $57k 41.00 1383.29
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $55k 1.1k 51.78
Cintas Corporation (CTAS) 0.0 $53k 256.00 205.53
Lam Research Corp Com New (LRCX) 0.0 $51k 700.00 72.70
Rb Global (RBA) 0.0 $50k 497.00 100.30
Toyota Motor Corp Ads (TM) 0.0 $49k 280.00 176.53
Goldman Sachs (GS) 0.0 $48k 88.00 546.30
Visa Com Cl A (V) 0.0 $48k 136.00 350.46
Mastercard Incorporated Cl A (MA) 0.0 $47k 86.00 548.13
Morningstar (MORN) 0.0 $47k 155.00 299.87
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $46k 1.1k 42.08
Wal-Mart Stores (WMT) 0.0 $46k 519.00 87.79
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $46k 238.00 191.18
Alphabet Cap Stk Cl C (GOOG) 0.0 $45k 287.00 156.23
Waste Management (WM) 0.0 $45k 193.00 231.51
Pulte (PHM) 0.0 $44k 426.00 102.80
TJX Companies (TJX) 0.0 $43k 352.00 121.80
Advanced Micro Devices (AMD) 0.0 $43k 415.00 102.74
Palantir Technologies Cl A (PLTR) 0.0 $42k 500.00 84.40
Broadcom (AVGO) 0.0 $42k 250.00 167.43
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $40k 700.00 56.85
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $39k 388.00 100.62
Servicenow (NOW) 0.0 $39k 49.00 796.14
Blackrock (BLK) 0.0 $39k 41.00 946.49
Crowdstrike Hldgs Cl A (CRWD) 0.0 $37k 105.00 352.58
Redwood Trust (RWT) 0.0 $36k 6.0k 6.07
Phillips 66 (PSX) 0.0 $35k 286.00 123.48
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $35k 210.00 166.00
Sherwin-Williams Company (SHW) 0.0 $34k 98.00 349.19
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $34k 175.00 193.99
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $32k 400.00 79.37
Stryker Corporation (SYK) 0.0 $30k 81.00 372.26
Joby Aviation Common Stock (JOBY) 0.0 $30k 5.0k 6.02
Anthem (ELV) 0.0 $29k 66.00 434.97
salesforce (CRM) 0.0 $28k 105.00 268.36
Home Depot (HD) 0.0 $25k 68.00 366.50
Eli Lilly & Co. (LLY) 0.0 $25k 30.00 825.93
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $25k 182.00 135.68
Union Pacific Corporation (UNP) 0.0 $24k 100.00 236.24
EOG Resources (EOG) 0.0 $23k 182.00 128.24
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $23k 254.00 90.54
Danaher Corporation (DHR) 0.0 $23k 111.00 205.00
Jacobs Engineering Group (J) 0.0 $23k 187.00 120.89
Honeywell International (HON) 0.0 $21k 98.00 211.76
TriCo Bancshares (TCBK) 0.0 $20k 511.00 39.97
Adobe Systems Incorporated (ADBE) 0.0 $20k 53.00 383.55
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $18k 222.00 81.69
Johnson & Johnson (JNJ) 0.0 $18k 107.00 165.84
Intuit (INTU) 0.0 $17k 27.00 614.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $15k 331.00 43.70
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.0 $14k 228.00 62.42
Exxon Mobil Corporation (XOM) 0.0 $14k 119.00 118.93
Nike CL B (NKE) 0.0 $14k 212.00 63.48
Eaton Corp SHS (ETN) 0.0 $13k 49.00 271.84
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $13k 27.00 484.85
Ishares Tr Core S&p500 Etf (IVV) 0.0 $12k 22.00 561.91
Paypal Holdings (PYPL) 0.0 $12k 187.00 65.25
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.0 $12k 166.00 71.56
Chevron Corporation (CVX) 0.0 $11k 68.00 167.29
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $11k 188.00 57.30
American Tower Reit (AMT) 0.0 $10k 47.00 217.62
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $9.0k 207.00 43.64
Pinterest Cl A (PINS) 0.0 $8.7k 280.00 31.00
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $4.7k 84.00 56.29
Prologis (PLD) 0.0 $2.9k 26.00 111.81
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $2.6k 50.00 51.08
Proshares Tr Ultrpro S&p500 (UPRO) 0.0 $1.0k 14.00 73.93