Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/24 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 95
- 較 2024 年第 3 季 0
- 總值
- $1.32 億
- 較 2024 年第 3 季 +$180.5 萬 (+1.4%)
| 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 | 544,175 | $1,208 萬 | 9.2% | +28,605+5.5% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 488,707 | $1,109 萬 | 8.4% | +18,175+3.9% | 加碼依 2 比 1 拆股換算 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 272,364 | $960.4 萬 | 7.3% | +2,442+0.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 133,299 | $919.0 萬 | 7.0% | −9,567−6.7% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 198,457 | $737.7 萬 | 5.6% | +2,658+1.4% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 210,878 | $488.8 萬 | 3.7% | +3,857+1.9% | 加碼依 3 比 1 拆股換算 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 87,844 | $397.1 萬 | 3.0% | +10,265+13.2% | 加碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 156,932 | $387.2 萬 | 2.9% | +6,295+4.2% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 128,587 | $304.5 萬 | 2.3% | +3,049+2.4% | 加碼依 3 比 1 拆股換算 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 27,921 | $283.5 萬 | 2.2% | −1,411−4.8% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 100,970 | $281.4 萬 | 2.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Schwab International Equity ETF808524805 | ETF | 151,185 | $279.7 萬 | 2.1% | +6,023+4.1% | 加碼依 2 比 1 拆股換算 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 15,261 | $271.8 萬 | 2.1% | +292+2.0% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 44,127 | $226.1 萬 | 1.7% | +401+0.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,644 | $195.7 萬 | 1.5% | −37−0.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,305 | $178.1 萬 | 1.4% | −158−4.6% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 17,890 | $173.2 萬 | 1.3% | −567−3.1% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 18,881 | $173.1 萬 | 1.3% | +934+5.2% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 32,389 | $169.9 萬 | 1.3% | +16,150+99.5% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 32,590 | $165.3 萬 | 1.3% | +32,590 | 新進 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 12,072 | $155.5 萬 | 1.2% | +82+0.7% | 加碼 | – |
| CVXChevron Corp | Stock | 10,719 | $155.3 萬 | 1.2% | −45−0.4% | 減碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 44,345 | $147.3 萬 | 1.1% | +2,203+5.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 52,321 | $142.9 萬 | 1.1% | −11,840−18.5% | 減碼依 3 比 1 拆股換算 | – |
| AAPLApple Inc. | Stock | 5,579 | $139.7 萬 | 1.1% | −22−0.4% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 7,125 | $136.0 萬 | 1.0% | +159+2.3% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 56,507 | $136.0 萬 | 1.0% | +5,255+10.3% | 加碼依 2 比 1 拆股換算 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 57,624 | $121.4 萬 | 0.9% | +231+0.4% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 20,367 | $106.0 萬 | 0.8% | +6,945+51.7% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,098 | $100.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 9,351 | $98.1 萬 | 0.7% | −482−4.9% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 6,037 | $96.3 萬 | 0.7% | −705−10.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,856 | $92.4 萬 | 0.7% | −32−0.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,756 | $90.7 萬 | 0.7% | −277−3.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,723 | $87.8 萬 | 0.7% | −114−1.2% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 15,062 | $83.5 萬 | 0.6% | +4,681+45.1% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 31,568 | $81.6 萬 | 0.6% | +352+1.1% | 加碼依 2 比 1 拆股換算 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,369 | $80.6 萬 | 0.6% | −48−3.4% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 8,131 | $71.0 萬 | 0.5% | −955−10.5% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,984 | $70.8 萬 | 0.5% | −34−0.8% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 4,140 | $68.4 萬 | 0.5% | +4,140 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,061 | $67.2 萬 | 0.5% | +100+3.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 13,441 | $59.1 萬 | 0.4% | −131−1.0% | 減碼 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 16,787 | $57.6 萬 | 0.4% | +712+4.4% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 1,106 | $53.7 萬 | 0.4% | −14−1.3% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 19,911 | $53.0 萬 | 0.4% | +434+2.2% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 8,910 | $52.7 萬 | 0.4% | −67−0.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,768 | $51.2 萬 | 0.4% | −12−0.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,411 | $49.3 萬 | 0.4% | −225−6.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,209 | $49.3 萬 | 0.4% | −28−0.9% | 減碼 | 歷史 |
| NUENucor Corp | COM | 4,173 | $48.7 萬 | 0.4% | −39−0.9% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,149 | $48.5 萬 | 0.4% | +579+36.9% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,397 | $48.4 萬 | 0.4% | −24−1.0% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,024 | $47.5 萬 | 0.4% | −22−1.1% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 14,533 | $47.2 萬 | 0.4% | −126−0.9% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,604 | $44.7 萬 | 0.3% | −31−0.9% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 16,165 | $44.3 萬 | 0.3% | −109−0.7% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 3,742 | $44.0 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,114 | $42.4 萬 | 0.3% | −5,443−40.1% | 減碼 | – |
| CBChubb Ltd | Stock | 1,487 | $41.1 萬 | 0.3% | −15−1.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,449 | $41.1 萬 | 0.3% | −196−7.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,651 | $40.7 萬 | 0.3% | −12−0.7% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 13,717 | $40.7 萬 | 0.3% | +239+1.8% | 加碼依 2 比 1 拆股換算 | – |
| GLDSPDR Gold Trust | ETF | 1,642 | $39.8 萬 | 0.3% | −43−2.6% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,969 | $38.0 萬 | 0.3% | −14−0.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 818 | $37.1 萬 | 0.3% | −199−19.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,653 | $36.3 萬 | 0.3% | −29−0.8% | 減碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 12,070 | $35.1 萬 | 0.3% | +163+1.4% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,287 | $34.8 萬 | 0.3% | −18−0.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,011 | $34.0 萬 | 0.3% | −68−1.1% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,646 | $33.8 萬 | 0.3% | +228+9.4% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 4,413 | $32.7 萬 | 0.2% | −31−0.7% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 756 | $32.0 萬 | 0.2% | −8−1.0% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 3,939 | $31.9 萬 | 0.2% | −375−8.7% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 2,714 | $30.7 萬 | 0.2% | −22−0.8% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,050 | $30.2 萬 | 0.2% | −45−0.9% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 2,109 | $30.2 萬 | 0.2% | −19−0.9% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 1,584 | $29.8 萬 | 0.2% | −16−1.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,249 | $29.7 萬 | 0.2% | −141−3.2% | 減碼 | – |
| CICigna Group | Stock | 1,030 | $28.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 10,994 | $28.4 萬 | 0.2% | +1,648+17.6% | 加碼依 2 比 1 拆股換算 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,155 | $28.0 萬 | 0.2% | −143−4.3% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,855 | $27.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,331 | $26.1 萬 | 0.2% | +22+1.7% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,891 | $25.7 萬 | 0.2% | +116+4.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,106 | $24.3 萬 | 0.2% | −425−16.8% | 減碼 | – |
| GISGeneral Mills Inc | Stock | 3,780 | $24.1 萬 | 0.2% | −142−3.6% | 減碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 5,142 | $23.8 萬 | 0.2% | +33+0.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,237 | $23.4 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,159 | $22.7 萬 | 0.2% | +326+11.5% | 加碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 10,041 | $22.2 萬 | 0.2% | +1,075+12.0% | 加碼依 2 比 1 拆股換算 | – |
| EOGEOG Resources Inc | Stock | 1,797 | $22.0 萬 | 0.2% | −15−0.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 941 | $21.8 萬 | 0.2% | +941 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 363 | $21.3 萬 | 0.2% | +363 | 新進 | 歷史 |
| WVVIWillamette Valley Vineyards Inc | COM | 15,574 | $5.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（4 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。