Longview Financial Advisors LLC
- SEC CIK
- 0002076077
- 最新申報
- 2026/7/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/14 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 175
- 較 2025 年第 3 季 +34
- 總值
- $1.81 億
- 較 2025 年第 3 季 +$788.3 萬 (+4.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 687,034 | $2,720 萬 | 15.0% | −3,269−0.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 511,466 | $2,368 萬 | 13.1% | +36,213+7.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 284,764 | $2,270 萬 | 12.5% | +4,944+1.8% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 250,745 | $1,666 萬 | 9.2% | +20,896+9.1% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 190,355 | $1,594 萬 | 8.8% | +16,290+9.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 265,411 | $1,591 萬 | 8.8% | +11,201+4.4% | 加碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 221,940 | $759.3 萬 | 4.2% | −160.0% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 158,244 | $601.3 萬 | 3.3% | −1,910−1.2% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 181,478 | $600.3 萬 | 3.3% | +3,279+1.8% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 147,368 | $507.8 萬 | 2.8% | +3,866+2.7% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 31,422 | $375.0 萬 | 2.1% | −505−1.6% | 減碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 62,416 | $271.1 萬 | 1.5% | +773+1.3% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 101,321 | $267.7 萬 | 1.5% | +9,425+10.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,869 | $159.6 萬 | 0.9% | −38−0.6% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 28,613 | $151.3 萬 | 0.8% | −4,965−14.8% | 減碼 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 35,991 | $149.3 萬 | 0.8% | +898+2.6% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 34,048 | $129.8 萬 | 0.7% | −418−1.2% | 減碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 30,091 | $128.9 萬 | 0.7% | +504+1.7% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 22,911 | $114.3 萬 | 0.6% | −194−0.8% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,226 | $102.2 萬 | 0.6% | −46−0.6% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,459 | $96.3 萬 | 0.5% | −134−8.4% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 18,576 | $86.9 萬 | 0.5% | −63−0.3% | 減碼 | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 8,892 | $72.0 萬 | 0.4% | −1,047−10.5% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 15,239 | $71.0 萬 | 0.4% | −302−1.9% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,039 | $68.4 萬 | 0.4% | +14+0.7% | 加碼 | – |
| CATCaterpillar Inc | Stock | 1,138 | $65.2 萬 | 0.4% | −52−4.4% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,426 | $63.7 萬 | 0.4% | +314+7.6% | 加碼依 2 比 1 拆股換算 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 25,238 | $63.0 萬 | 0.3% | −65−0.3% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 16,311 | $53.1 萬 | 0.3% | −39−0.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,717 | $39.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,940 | $36.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 527 | $35.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,701 | $33.1 萬 | 0.2% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,015 | $32.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,118 | $32.0 萬 | 0.2% | +100+2.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,920 | $31.8 萬 | 0.2% | +21+0.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,010 | $31.6 萬 | 0.2% | +48+5.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 649 | $31.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,811 | $30.0 萬 | 0.2% | −1,883−40.1% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,347 | $26.8 萬 | 0.1% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 1,451 | $25.8 萬 | 0.1% | +68+4.9% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,301 | $23.0 萬 | 0.1% | +8+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,082 | $20.7 萬 | 0.1% | +18+1.7% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 2,239 | $18.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 1,304 | $18.2 萬 | 0.1% | −35−2.6% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 1,991 | $17.8 萬 | 0.1% | −390−16.4% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 196 | $16.9 萬 | 0.1% | +13+7.1% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 2,036 | $15.8 萬 | 0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 1,653 | $15.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 244 | $14.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,173 | $13.3 萬 | 0.1% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 700 | $12.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 3,030 | $11.9 萬 | 0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 2,009 | $11.6 萬 | 0.1% | +2+0.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 2,300 | $11.6 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 1,975 | $10.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,384 | $9.91 萬 | 0.1% | −20−1.4% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 111 | $9.76 萬 | 0.1% | +16+16.8% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 988 | $9.49 萬 | 0.1% | +269+37.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 261 | $9.03 萬 | <0.1% | +11+4.4% | 加碼 | 歷史 |
| iShares Tr46436E742 | EGSADVNCDMSCI EM | 1,933 | $8.99 萬 | <0.1% | −58−2.9% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 102 | $8.97 萬 | <0.1% | +14+15.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 415 | $8.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 500 | $8.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 515 | $8.65 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,509 | $8.18 萬 | <0.1% | 00.0% | 不變 | – |
| VTRVentas, Inc. | REIT | 1,026 | $7.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 2,421 | $7.76 萬 | <0.1% | −25−1.0% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 480 | $7.14 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 500 | $7.06 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 1,070 | $6.74 萬 | <0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 1,054 | $6.66 萬 | <0.1% | 00.0% | 不變 | – |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 5,000 | $6.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 210 | $6.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,056 | $6.14 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 542 | $6.04 萬 | <0.1% | +23+4.4% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 286 | $6.02 萬 | <0.1% | 00.0% | 不變 | – |
| TMToyota Motor Corp | ADS | 280 | $5.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 1,024 | $5.82 萬 | <0.1% | 00.0% | 不變 | – |
| YORWYork Water Co | COM | 1,792 | $5.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 352 | $5.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,035 | $5.21 萬 | <0.1% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 111 | $5.20 萬 | <0.1% | +6+5.7% | 加碼 | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 1,103 | $5.15 萬 | <0.1% | 00.0% | 不變 | – |
| RBARB Global Inc. | COM | 497 | $5.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TDGTransDigm Group INC | COM | 38 | $5.05 萬 | <0.1% | +7+22.6% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 426 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 136 | $4.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 700 | $4.54 萬 | <0.1% | 00.0% | 不變 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 870 | $4.40 萬 | <0.1% | −787−47.5% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 41 | $4.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 406 | $4.07 萬 | <0.1% | +8+2.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 175 | $3.85 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 850 | $3.77 萬 | <0.1% | 00.0% | 不變 | – |
| NOWServiceNow, Inc. | Stock | 245 | $3.75 萬 | <0.1% | 00.0% | 不變依 5 比 1 拆股換算 | 歷史 |
| SHWSherwin Williams Co | COM | 114 | $3.69 萬 | <0.1% | +16+16.3% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 286 | $3.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 400 | $3.52 萬 | <0.1% | 00.0% | 不變 | – |
| RWTRedwood Trust Inc | COM | 6,000 | $3.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MORNMorningstar, Inc. | COM | 150 | $3.26 萬 | <0.1% | −5−3.2% | 減碼 | 歷史 |