Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/15 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 95
- 較 2024 年第 2 季 0
- 總值
- $1.30 億
- 較 2024 年第 2 季 +$1,519 萬 (+13.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 515,570 | $1,192 萬 | 9.2% | +70,141+15.7% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 235,266 | $1,118 萬 | 8.6% | +28,167+13.6% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 269,922 | $983.6 萬 | 7.6% | +33,632+14.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 142,866 | $964.5 萬 | 7.4% | −1,772−1.2% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 195,799 | $681.2 萬 | 5.3% | +24,751+14.5% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 69,007 | $468.2 萬 | 3.6% | +7,363+11.9% | 加碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 150,637 | $406.3 萬 | 3.1% | +18,866+14.3% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 77,579 | $365.6 萬 | 2.8% | +6,929+9.8% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 41,846 | $300.3 萬 | 2.3% | +4,350+11.6% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 72,581 | $298.5 萬 | 2.3% | +8,345+13.0% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 29,332 | $280.9 萬 | 2.2% | +10,048+52.1% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 14,969 | $268.4 萬 | 2.1% | +980+7.0% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 25,135 | $261.9 萬 | 2.0% | +2,085+9.0% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 43,726 | $216.3 萬 | 1.7% | +3,816+9.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,681 | $201.4 萬 | 1.6% | −169−3.5% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 18,457 | $198.7 萬 | 1.5% | +6,517+54.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,463 | $182.7 萬 | 1.4% | −120−3.3% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 21,387 | $180.8 萬 | 1.4% | −6,445−23.2% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 17,947 | $171.9 萬 | 1.3% | +1,826+11.3% | 加碼 | – |
| CVXChevron Corp | Stock | 10,764 | $158.5 萬 | 1.2% | −345−3.1% | 減碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 42,142 | $157.5 萬 | 1.2% | +4,520+12.0% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 11,990 | $151.3 萬 | 1.2% | +120+1.0% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,966 | $137.3 萬 | 1.1% | +597+9.4% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 57,393 | $133.0 萬 | 1.0% | +1,698+3.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,601 | $130.5 萬 | 1.0% | −346−5.8% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 25,626 | $125.5 萬 | 1.0% | +3,258+14.6% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 6,742 | $102.2 萬 | 0.8% | +348+5.4% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 9,833 | $100.0 萬 | 0.8% | −398−3.9% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,098 | $97.3 萬 | 0.7% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 16,239 | $93.4 萬 | 0.7% | −2,418−13.0% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 9,086 | $89.1 萬 | 0.7% | +807+9.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 7,033 | $85.4 萬 | 0.7% | −153−2.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,888 | $82.0 萬 | 0.6% | −189−4.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,417 | $81.7 萬 | 0.6% | +2+0.1% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 15,608 | $80.4 萬 | 0.6% | +1,624+11.6% | 加碼 | – |
| WMTWalmart Inc. | Stock | 9,837 | $79.4 萬 | 0.6% | −233−2.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,018 | $79.4 萬 | 0.6% | −106−2.6% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,557 | $77.8 萬 | 0.6% | +6,705+97.9% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 13,422 | $71.8 萬 | 0.6% | +1,821+15.7% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 1,120 | $65.5 萬 | 0.5% | −33−2.9% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 10,381 | $63.4 萬 | 0.5% | +1,335+14.8% | 加碼 | – |
| NUENucor Corp | COM | 4,212 | $63.3 萬 | 0.5% | −117−2.7% | 減碼 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 16,075 | $61.9 萬 | 0.5% | +1,567+10.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,636 | $58.9 萬 | 0.5% | −79−2.1% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 19,477 | $56.8 萬 | 0.4% | +2,291+13.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,961 | $55.2 萬 | 0.4% | −80−2.6% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,237 | $55.0 萬 | 0.4% | −98−2.9% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,780 | $54.2 萬 | 0.4% | −49−2.7% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 13,572 | $53.9 萬 | 0.4% | −6,595−32.7% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,046 | $50.8 萬 | 0.4% | −70−3.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,421 | $50.3 萬 | 0.4% | −67−2.7% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 14,659 | $48.5 萬 | 0.4% | −335−2.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,977 | $47.8 萬 | 0.4% | −350−3.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,017 | $46.8 萬 | 0.4% | −47−4.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,645 | $45.8 萬 | 0.4% | −60−2.2% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,663 | $45.0 萬 | 0.3% | −40−2.3% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 3,742 | $44.7 萬 | 0.3% | 00.0% | 不變 | – |
| CBChubb Ltd | Stock | 1,502 | $43.3 萬 | 0.3% | −42−2.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,682 | $41.8 萬 | 0.3% | −106−2.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,685 | $41.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 6,739 | $40.1 萬 | 0.3% | +654+10.7% | 加碼 | – |
| EMREmerson Electric Co | Stock | 3,635 | $39.8 萬 | 0.3% | −121−3.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,305 | $39.2 萬 | 0.3% | −41−1.7% | 減碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 11,907 | $38.4 萬 | 0.3% | +1,100+10.2% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 5,095 | $37.5 萬 | 0.3% | −114−2.2% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,983 | $36.6 萬 | 0.3% | −41−2.0% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 16,274 | $35.9 萬 | 0.3% | −613−3.6% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,314 | $35.9 萬 | 0.3% | +20.0% | 加碼 | – |
| CICigna Group | Stock | 1,030 | $35.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 9,241 | $32.7 萬 | 0.3% | −4,132−30.9% | 減碼 | – |
| HONHoneywell International Inc | COM | 1,570 | $32.4 萬 | 0.3% | −65−4.0% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 2,128 | $32.1 萬 | 0.2% | −47−2.2% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 764 | $31.9 萬 | 0.2% | −17−2.2% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,390 | $31.5 萬 | 0.2% | +142+3.3% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,079 | $31.5 萬 | 0.2% | −236−3.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,736 | $31.2 萬 | 0.2% | −109−3.8% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,418 | $31.0 萬 | 0.2% | −429−15.1% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,298 | $30.1 萬 | 0.2% | −3−0.1% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,531 | $29.6 萬 | 0.2% | −10.0% | 減碼 | – |
| GISGeneral Mills Inc | Stock | 3,922 | $29.0 萬 | 0.2% | −104−2.6% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,855 | $28.9 萬 | 0.2% | +377+15.2% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 4,444 | $28.8 萬 | 0.2% | −100−2.2% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 1,600 | $28.5 萬 | 0.2% | −55−3.3% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,775 | $26.0 萬 | 0.2% | −494−15.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,309 | $25.9 萬 | 0.2% | −127−8.8% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 4,673 | $25.1 萬 | 0.2% | +706+17.8% | 加碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 5,109 | $24.0 萬 | 0.2% | +5,109 | 新進 | – |
| HSYHershey Co | COM | 1,172 | $22.5 萬 | 0.2% | −13−1.1% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 1,812 | $22.3 萬 | 0.2% | −38−2.1% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 3,567 | $22.2 萬 | 0.2% | −128−3.5% | 減碼 | 歷史 |
| BROSDutch Bros Inc. | CL A | 6,761 | $21.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,833 | $21.3 萬 | 0.2% | −351−11.0% | 減碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 4,483 | $20.7 萬 | 0.2% | −1,671−27.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,236 | $20.5 萬 | 0.2% | −6−0.5% | 減碼 | 歷史 |
| WVVIWillamette Valley Vineyards Inc | COM | 15,574 | $5.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（1 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。