Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/31 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 621
- 較 2022 年第 3 季 −7
- 總值
- $1.29 億
- 較 2022 年第 3 季 +$325.6 萬 (+2.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 168,282 | $1,271 萬 | 9.8% | −46,835−21.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 262,611 | $1,181 萬 | 9.1% | −71,191−21.3% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 92,652 | $785.2 萬 | 6.1% | −29,041−23.9% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 103,423 | $472.1 萬 | 3.6% | −35,794−25.7% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 89,570 | $402.4 萬 | 3.1% | −3,186−3.4% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 148,461 | $337.3 萬 | 2.6% | −197,116−57.0% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 69,072 | $316.9 萬 | 2.4% | −22,540−24.6% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,347 | $293.3 萬 | 2.3% | +8,344+278,133.3% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 25,954 | $280.8 萬 | 2.2% | +24,922+2,414.9% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 30,157 | $279.7 萬 | 2.2% | +11,431+61.0% | 加碼 | – |
| CVXChevron Corp | Stock | 14,529 | $260.8 萬 | 2.0% | −12−0.1% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 31,004 | $259.7 萬 | 2.0% | −12,809−29.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 84,135 | $193.6 萬 | 1.5% | −23,745−22.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 7,541 | $180.9 萬 | 1.4% | −237−3.0% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 27,049 | $178.1 萬 | 1.4% | +27,049 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 23,915 | $171.8 萬 | 1.3% | +23,915 | 新進 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 20,118 | $151.4 萬 | 1.2% | +20,118 | 新進 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 19,442 | $140.2 萬 | 1.1% | −3,810−16.4% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,142 | $138.8 萬 | 1.1% | +8,059+744.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 22,729 | $131.4 萬 | 1.0% | +22,729 | 新進 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 31,817 | $130.1 萬 | 1.0% | +23,966+305.3% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 11,477 | $126.0 萬 | 1.0% | −13−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,996 | $116.9 萬 | 0.9% | −297−3.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 33,491 | $110.9 萬 | 0.9% | −5,183−13.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,116 | $108.8 萬 | 0.8% | −19−0.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,650 | $107.5 萬 | 0.8% | +27+0.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 34,343 | $100.9 萬 | 0.8% | −8,375−19.6% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 19,251 | $99.7 萬 | 0.8% | −32,342−62.7% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 16,350 | $97.4 萬 | 0.8% | +15,982+4,342.9% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 5,445 | $96.2 萬 | 0.7% | −122−2.2% | 減碼 | 歷史 |
| NUENucor Corp | COM | 7,153 | $94.3 萬 | 0.7% | +32+0.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,870 | $91.0 萬 | 0.7% | −16−0.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,576 | $90.6 萬 | 0.7% | −4,357−31.3% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 11,896 | $88.6 萬 | 0.7% | +10,716+908.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 15,046 | $88.0 萬 | 0.7% | +15,046 | 新進 | – |
| NSCNorfolk Southern Corp | Stock | 3,561 | $87.8 萬 | 0.7% | −10−0.3% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 11,435 | $86.0 萬 | 0.7% | +10,837+1,812.2% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 5,266 | $83.2 萬 | 0.6% | −24−0.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,747 | $81.5 萬 | 0.6% | −177−3.0% | 減碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 32,667 | $80.4 萬 | 0.6% | −44,014−57.4% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 10,751 | $77.4 萬 | 0.6% | −51−0.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,820 | $74.3 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,089 | $73.9 萬 | 0.6% | −15−0.4% | 減碼 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 25,876 | $72.9 萬 | 0.6% | −4,563−15.0% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 15,040 | $71.7 萬 | 0.6% | −59−0.4% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,275 | $69.8 萬 | 0.5% | +3,233+7,697.6% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 6,263 | $69.5 萬 | 0.5% | −20−0.3% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,765 | $67.8 萬 | 0.5% | +1+0.1% | 加碼 | – |
| PFEPfizer Inc | Stock | 12,753 | $65.4 萬 | 0.5% | −36−0.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 4,082 | $64.0 萬 | 0.5% | −12−0.3% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 6,287 | $60.4 萬 | 0.5% | −25−0.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,439 | $59.8 萬 | 0.5% | −196−3.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,928 | $59.5 萬 | 0.5% | +18+0.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,270 | $58.0 萬 | 0.4% | −19−1.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,670 | $57.2 萬 | 0.4% | +11+0.4% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 3,856 | $56.3 萬 | 0.4% | +3,729+2,936.2% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 6,661 | $55.9 萬 | 0.4% | +26+0.4% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 2,521 | $55.6 萬 | 0.4% | −3−0.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 8,569 | $54.8 萬 | 0.4% | −710−7.7% | 減碼 | – |
| DEDeere & Co | Stock | 1,254 | $53.8 萬 | 0.4% | +16+1.3% | 加碼 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 15,298 | $49.3 萬 | 0.4% | +8+0.1% | 加碼 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 7,076 | $49.2 萬 | 0.4% | −2,384−25.2% | 減碼 | – |
| KMIKinder Morgan, Inc. | Stock | 26,796 | $48.4 萬 | 0.4% | −113−0.4% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 6,077 | $47.5 萬 | 0.4% | −23−0.4% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 15,981 | $46.7 萬 | 0.4% | +93+0.6% | 加碼 | 歷史 |
| Listed FDS Tr53656F599 | SWAN HEDGED EQTY | 25,445 | $43.7 萬 | 0.3% | −6,420−20.1% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 7,160 | $43.2 萬 | 0.3% | +658+10.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,778 | $42.0 萬 | 0.3% | +10,775+359,166.7% | 加碼 | – |
| MTBM&T Bank Corp | COM | 2,838 | $41.2 萬 | 0.3% | −92−3.1% | 減碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 3,499 | $40.2 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,925 | $39.7 萬 | 0.3% | +21+0.7% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 14,817 | $39.2 萬 | 0.3% | −280−1.9% | 減碼 | 歷史 |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 18,974 | $37.2 萬 | 0.3% | −4,689−19.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,166 | $36.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,119 | $35.7 萬 | 0.3% | +1,081+2,844.7% | 加碼 | – |
| Vanguard World FD921910709 | EXTENDED DUR | 4,259 | $35.3 萬 | 0.3% | +4,259 | 新進 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 6,854 | $34.5 萬 | 0.3% | −2,474−26.5% | 減碼 | – |
| TAT&T Inc. | Stock | 18,701 | $34.4 萬 | 0.3% | −864−4.4% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,030 | $34.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 2,757 | $32.5 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 3,762 | $31.9 萬 | 0.2% | +29+0.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,691 | $31.0 萬 | 0.2% | −730−16.5% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,918 | $29.2 萬 | 0.2% | −240−5.8% | 減碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 7,373 | $26.7 萬 | 0.2% | −1,372−15.7% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,001 | $26.3 萬 | 0.2% | −243−7.5% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,504 | $26.1 萬 | 0.2% | −9,193−78.6% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,249 | $25.6 萬 | 0.2% | +10+0.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 1,692 | $24.7 萬 | 0.2% | −259−13.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 777 | $24.6 萬 | 0.2% | −4−0.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,103 | $23.2 萬 | 0.2% | −84−3.8% | 減碼 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 2,421 | $22.1 萬 | 0.2% | −211−8.0% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 6,645 | $20.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,000 | $20.1 萬 | 0.2% | 00.0% | 不變 | – |
| BROSDutch Bros Inc. | CL A | 7,030 | $19.8 萬 | 0.2% | −5−0.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 5,408 | $19.8 萬 | 0.2% | −170−3.0% | 減碼 | – |
| KOCoca Cola Co | Stock | 2,709 | $17.2 萬 | 0.1% | +18+0.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 1,527 | $15.2 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 3,705 | $15.2 萬 | 0.1% | −1,658−30.9% | 減碼 | – |
| VVisa Inc. | Stock | 654 | $13.6 萬 | 0.1% | −16−2.4% | 減碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 3,899 | $13.1 萬 | 0.1% | −2,411−38.2% | 減碼 | – |
2022 年第 3 季之後清倉（49 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 8,025 | $25.1 萬 | 0.2% | – |
| Alpha Architect ETF Tr02072L706 | MERLYN AI BULL | 7,057 | $20.0 萬 | 0.2% | – |
| WERNWerner Enterprises Inc | COM | 3,388 | $12.7 萬 | 0.1% | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 2,085 | $10.0 萬 | 0.1% | – |
| SHLXShell Midstream Partners, L.P. | UNIT LTD INT | 4,309 | $6.80 萬 | 0.1% | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 820 | $5.90 萬 | <0.1% | – |
| iShares Tr464287713 | US TELECOM ETF | 2,067 | $4.30 萬 | <0.1% | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 489 | $4.30 萬 | <0.1% | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 387 | $1.90 萬 | <0.1% | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 350 | $1.70 萬 | <0.1% | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 633 | $1.50 萬 | <0.1% | – |
| CTXSCitrix Systems Inc | COM | 145 | $1.50 萬 | <0.1% | 歷史 |
| TWTRTwitter, Inc. | COM | 300 | $1.30 萬 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 86 | $8,000 | <0.1% | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 138 | $7,000 | <0.1% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 30 | $6,000 | <0.1% | – |
| JWNNordstrom Inc | Stock | 384 | $6,000 | <0.1% | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 58 | $6,000 | <0.1% | – |
| Invesco Exchange Traded FD T46137V456 | S&P MDCP VLU MNT | 140 | $5,000 | <0.1% | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 200 | $4,000 | <0.1% | 歷史 |
| SIXSix Flags Entertainment Corp | COM | 200 | $4,000 | <0.1% | 歷史 |
| QGENQiagen N.V. | SHS NEW | 100 | $4,000 | <0.1% | 歷史 |
| BBYBest Buy Co Inc | Stock | 50 | $3,000 | <0.1% | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 29 | $3,000 | <0.1% | – |
| ILMNIllumina, Inc. | COM | 10 | $2,000 | <0.1% | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 100 | $2,000 | <0.1% | 歷史 |
| Alpha Architect ETF Tr02072L805 | MERLYN AI ETF | 100 | $2,000 | <0.1% | – |
| EVBGEverbridge, Inc. | COM | 50 | $2,000 | <0.1% | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 192 | $1,000 | <0.1% | 歷史 |
| KRKroger Co | Stock | 30 | $1,000 | <0.1% | 歷史 |
| LYFTLyft, Inc. | CL A COM | 100 | $1,000 | <0.1% | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 30 | $1,000 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 13 | $1,000 | <0.1% | – |
| FIVEFive Below, Inc | COM | 10 | $1,000 | <0.1% | 歷史 |
| Direxion Shs ETF Tr25459Y694 | DLY FIN BULL NEW | 10 | $1,000 | <0.1% | – |
| Hexo Corp428304307 | COM NEW | 4,000 | $1,000 | <0.1% | – |
| TLRYTilray Brands, Inc. | COM CL 2 | 451 | $1,000 | <0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 30 | $1,000 | <0.1% | – |
| ZENZendesk, Inc. | COM | 11 | $1,000 | <0.1% | 歷史 |
| TSATTelesat Corp | CL A & CL B SHS | 100 | $1,000 | <0.1% | 歷史 |
| DXCDXC Technology Co | Stock | 8 | $0 | 0.0% | 歷史 |
| ZIMVZimVie Inc. | Stock | 1 | $0 | 0.0% | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 1 | $0 | 0.0% | 歷史 |
| MMacy's, Inc. | COM | 20 | $0 | 0.0% | 歷史 |
| CVNACarvana Co. | CL A | 10 | $0 | 0.0% | 歷史 |
| OCGNOcugen, Inc. | COM | 100 | $0 | 0.0% | 歷史 |
| Micro Focus Intl PLC594837403 | SPON ADR NEW | 12 | $0 | 0.0% | – |
| RMORomeo Power, Inc. | COM | 500 | $0 | 0.0% | 歷史 |
| DRKDarkHorse Technologies Inc. | COM | 200 | $0 | 0.0% | 歷史 |