Longview Financial Advisors LLC
- SEC CIK
- 0002076077
- 最新申報
- 2026/7/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/8/6 申報。只含多頭部位。
- 持股檔數
- 134
- 2024 年第 3 季沒有申報
- 總值
- $1.49 億
- 2024 年第 3 季沒有申報
Longview Financial Advisors LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 408,193 | $3,184 萬 | 21.4% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 682,221 | $2,360 萬 | 15.9% | – | – | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 432,089 | $1,971 萬 | 13.2% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 243,249 | $1,411 萬 | 9.5% | – | – | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 181,497 | $1,126 萬 | 7.6% | – | – | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 176,634 | $530.4 萬 | 3.6% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 174,849 | $457.9 萬 | 3.1% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 151,899 | $392.6 萬 | 2.6% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 74,446 | $384.9 萬 | 2.6% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 134,040 | $356.1 萬 | 2.4% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 30,805 | $356.0 萬 | 2.4% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 80,980 | $206.8 萬 | 1.4% | – | – | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 51,471 | $195.1 萬 | 1.3% | – | – | – |
| AAPLApple Inc. | Stock | 6,201 | $155.3 萬 | 1.0% | – | – | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 36,191 | $105.7 萬 | 0.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,593 | $93.3 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,734 | $92.1 萬 | 0.6% | – | – | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 27,732 | $91.9 萬 | 0.6% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,534 | $88.5 萬 | 0.6% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 23,179 | $82.2 萬 | 0.6% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 19,282 | $78.1 萬 | 0.5% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 16,838 | $68.9 萬 | 0.5% | – | – | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 19,874 | $65.3 萬 | 0.4% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 26,580 | $63.7 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 10,023 | $63.1 萬 | 0.4% | – | – | – |
| CATCaterpillar Inc | Stock | 1,545 | $56.0 萬 | 0.4% | – | – | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 19,705 | $50.0 萬 | 0.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,059 | $47.9 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,401 | $40.6 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,940 | $39.5 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 527 | $30.9 萬 | 0.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 699 | $29.5 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,228 | $26.9 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,090 | $26.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 4,897 | $23.4 萬 | 0.2% | – | – | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 7,462 | $22.0 萬 | 0.1% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 2,764 | $20.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,399 | $19.4 萬 | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,019 | $19.3 萬 | 0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 1,383 | $17.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 2,263 | $17.3 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 184 | $16.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 1,384 | $16.8 萬 | 0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 244 | $13.9 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,173 | $12.7 萬 | 0.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 2,036 | $12.4 萬 | 0.1% | – | – | – |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 3,030 | $11.7 萬 | 0.1% | – | – | – |
| WFCWells Fargo & Company | Stock | 1,653 | $11.6 萬 | 0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 2,300 | $11.5 萬 | 0.1% | – | – | – |
| ETNEaton Corp plc | Stock | 249 | $8.26 萬 | 0.1% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,637 | $8.25 萬 | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 1,406 | $8.09 萬 | 0.1% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,426 | $8.09 萬 | 0.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,619 | $7.74 萬 | 0.1% | – | – | – |
| iShares Tr46436E742 | EGSADVNCDMSCI EM | 2,044 | $7.62 萬 | 0.1% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 500 | $6.77 萬 | <0.1% | – | – | – |
| PHParker-Hannifin Corp | Stock | 95 | $6.04 萬 | <0.1% | – | – | 歷史 |
| VTRVentas, Inc. | REIT | 1,026 | $6.04 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 850 | $5.97 萬 | <0.1% | – | – | – |
| ADBEAdobe Inc. | Stock | 134 | $5.96 萬 | <0.1% | – | – | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,056 | $5.95 萬 | <0.1% | – | – | – |
| YORWYork Water Co | COM | 1,792 | $5.86 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 1,070 | $5.80 萬 | <0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 250 | $5.80 萬 | <0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 287 | $5.47 萬 | <0.1% | – | – | 歷史 |
| TMToyota Motor Corp | ADS | 280 | $5.45 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 719 | $5.44 萬 | <0.1% | – | – | – |
| MORNMorningstar, Inc. | COM | 155 | $5.22 萬 | <0.1% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 41 | $5.20 萬 | <0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 49 | $5.19 萬 | <0.1% | – | – | 歷史 |
| PHMPultegroup Inc | COM | 473 | $5.15 萬 | <0.1% | – | – | 歷史 |
| LRCXLam Research Corp | Stock | 700 | $5.06 萬 | <0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 88 | $5.04 萬 | <0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 415 | $5.01 萬 | <0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 519 | $4.69 萬 | <0.1% | – | – | 歷史 |
| CTASCintas Corp | Stock | 256 | $4.68 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 238 | $4.61 萬 | <0.1% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 915 | $4.59 萬 | <0.1% | – | – | – |
| MAMastercard Inc | Stock | 86 | $4.53 萬 | <0.1% | – | – | 歷史 |
| RBARB Global Inc. | COM | 497 | $4.48 萬 | <0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 198 | $4.47 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 1,103 | $4.47 萬 | <0.1% | – | – | – |
| VVisa Inc. | Stock | 136 | $4.30 萬 | <0.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 352 | $4.25 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 700 | $4.22 萬 | <0.1% | – | – | – |
| BLKBlackRock, Inc. | Stock | 41 | $4.20 萬 | <0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 210 | $4.15 萬 | <0.1% | – | – | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 5,000 | $4.07 萬 | <0.1% | – | – | 歷史 |
| RWTRedwood Trust Inc | COM | 6,000 | $3.92 萬 | <0.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 193 | $3.89 萬 | <0.1% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 385 | $3.86 萬 | <0.1% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 500 | $3.78 萬 | <0.1% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 105 | $3.59 萬 | <0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 105 | $3.51 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 448 | $3.48 萬 | <0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 175 | $3.43 萬 | <0.1% | – | – | – |
| SHWSherwin Williams Co | COM | 98 | $3.33 萬 | <0.1% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 286 | $3.26 萬 | <0.1% | – | – | 歷史 |
| SYKStryker Corp | Stock | 81 | $2.92 萬 | <0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 68 | $2.65 萬 | <0.1% | – | – | 歷史 |