Longview Financial Advisors LLC
- SEC CIK
- 0002076077
- 最新申報
- 2026/7/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/8/6 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 129
- 較 2024 年第 4 季 −5
- 總值
- $1.52 億
- 較 2024 年第 4 季 +$266.9 萬 (+1.8%)
| 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 | 353,827 | $2,793 萬 | 18.4% | −54,366−13.3% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 676,700 | $2,232 萬 | 14.7% | −5,521−0.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 450,708 | $2,076 萬 | 13.7% | +18,619+4.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 245,308 | $1,457 萬 | 9.6% | +2,059+0.8% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 193,677 | $1,156 萬 | 7.6% | +12,180+6.7% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 78,154 | $639.0 萬 | 4.2% | +78,154 | 新進 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 183,730 | $561.7 萬 | 3.7% | +7,096+4.0% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 181,614 | $480.6 萬 | 3.2% | +6,765+3.9% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 160,340 | $445.3 萬 | 2.9% | +8,441+5.6% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 146,531 | $426.7 萬 | 2.8% | +12,491+9.3% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 32,068 | $378.8 萬 | 2.5% | +1,263+4.1% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 46,468 | $243.4 萬 | 1.6% | −27,978−37.6% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 88,136 | $231.4 萬 | 1.5% | +7,156+8.8% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 56,753 | $203.2 萬 | 1.3% | +5,282+10.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 6,180 | $137.3 萬 | 0.9% | −21−0.3% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 36,191 | $113.0 萬 | 0.7% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 30,128 | $101.5 萬 | 0.7% | +2,396+8.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,593 | $91.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 23,105 | $90.9 萬 | 0.6% | −74−0.3% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,372 | $85.8 萬 | 0.6% | −162−2.2% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 19,192 | $73.8 萬 | 0.5% | −90−0.5% | 減碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 20,632 | $72.0 萬 | 0.5% | +758+3.8% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 16,481 | $67.9 萬 | 0.4% | −357−2.1% | 減碼 | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 10,029 | $66.2 萬 | 0.4% | +6+0.1% | 加碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 26,213 | $63.6 萬 | 0.4% | −367−1.4% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,676 | $59.9 萬 | 0.4% | −3,058−35.0% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 19,552 | $50.6 萬 | 0.3% | −153−0.8% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,059 | $42.5 萬 | 0.3% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 1,190 | $39.2 萬 | 0.3% | −355−23.0% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,410 | $38.8 萬 | 0.3% | +9+0.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 527 | $29.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 699 | $26.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,040 | $25.5 萬 | 0.2% | −50−4.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,228 | $23.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 4,757 | $23.0 萬 | 0.2% | −140−2.9% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 2,816 | $22.0 萬 | 0.1% | +52+1.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,940 | $21.0 萬 | 0.1% | −1,000−34.0% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,399 | $19.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 2,368 | $18.1 萬 | 0.1% | +105+4.6% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 184 | $17.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 1,383 | $16.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 1,384 | $15.9 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,019 | $15.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 244 | $13.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 2,036 | $12.9 萬 | 0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 1,653 | $11.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 3,030 | $11.7 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 2,300 | $11.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,173 | $11.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,426 | $8.41 萬 | 0.1% | 00.0% | 不變 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,637 | $8.29 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,619 | $8.23 萬 | 0.1% | 00.0% | 不變 | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 2,831 | $8.09 萬 | 0.1% | −4,631−62.1% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 1,406 | $8.03 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46436E742 | EGSADVNCDMSCI EM | 2,044 | $7.82 萬 | 0.1% | 00.0% | 不變 | – |
| VTRVentas, Inc. | REIT | 1,026 | $7.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 500 | $6.22 萬 | <0.1% | 00.0% | 不變 | – |
| YORWYork Water Co | COM | 1,792 | $6.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 795 | $6.01 萬 | <0.1% | −55−6.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 1,070 | $5.96 萬 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 719 | $5.88 萬 | <0.1% | 00.0% | 不變 | – |
| PHParker-Hannifin Corp | Stock | 95 | $5.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TDGTransDigm Group INC | COM | 41 | $5.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,056 | $5.47 萬 | <0.1% | 00.0% | 不變 | – |
| CTASCintas Corp | Stock | 256 | $5.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 700 | $5.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RBARB Global Inc. | COM | 497 | $4.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMToyota Motor Corp | ADS | 280 | $4.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 88 | $4.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 136 | $4.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 86 | $4.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MORNMorningstar, Inc. | COM | 155 | $4.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 1,103 | $4.64 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 519 | $4.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 238 | $4.55 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 287 | $4.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 193 | $4.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 426 | $4.38 萬 | <0.1% | −47−9.9% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 352 | $4.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 415 | $4.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 500 | $4.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 250 | $4.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 700 | $3.98 萬 | <0.1% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 388 | $3.90 萬 | <0.1% | +3+0.8% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 49 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 41 | $3.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 105 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RWTRedwood Trust Inc | COM | 6,000 | $3.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 286 | $3.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 210 | $3.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 98 | $3.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 175 | $3.39 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 400 | $3.17 萬 | <0.1% | −48−10.7% | 減碼 | – |
| SYKStryker Corp | Stock | 81 | $3.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 5,000 | $3.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 66 | $2.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 105 | $2.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 68 | $2.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 30 | $2.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 182 | $2.47 萬 | <0.1% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（6 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 915 | $4.59 萬 | <0.1% | – |
| DISWalt Disney Co | Stock | 230 | $2.56 萬 | <0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 114 | $2.52 萬 | <0.1% | 歷史 |
| AMGNAmgen Inc | Stock | 83 | $2.16 萬 | <0.1% | 歷史 |
| BALLBALL Corp | COM | 375 | $2.07 萬 | <0.1% | 歷史 |
| AMTMAmentum Holdings, Inc. | COM | 187 | $3,933 | <0.1% | 歷史 |