Clearview Wealth Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Clearview Wealth Advisors LLC | Institutional Filer | ▲ 1.02% | $157.8M | 103 |
Current Portfolio Holdings
Showing all 103 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | — | 603K | $13.7M | 8.66% |
| 2 | SCHZ | SCHWAB STRATEGIC TR | — | 506K | $11.8M | 7.49% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 267K | $11.7M | 7.39% |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | — | 210K | $9.3M | 5.91% |
| 5 | JAAA | JANUS DETROIT STR TR | — | 135K | $6.8M | 4.33% |
| 6 | SPYM | SPDR SERIES TRUST | — | 81K | $6.5M | 4.12% |
| 7 | SCHX | SCHWAB STRATEGIC TR | — | 212K | $5.7M | 3.62% |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | — | 167K | $4.9M | 3.12% |
| 9 | APO | Apollo Global Management, Inc. | Financial Services | 27K | $3.9M | 2.46% |
| 10 | SCHF | SCHWAB STRATEGIC TR | — | 156K | $3.7M | 2.37% |
| 11 | FNDX | SCHWAB STRATEGIC TR | — | 137K | $3.7M | 2.37% |
| 12 | SCHG | SCHWAB STRATEGIC TR | — | 100K | $3.3M | 2.07% |
| 13 | IVE | ISHARES TR | — | 14K | $2.9M | 1.86% |
| 14 | DYNF | BLACKROCK ETF TRUST | — | 48K | $2.9M | 1.84% |
| 15 | IVW | ISHARES TR | — | 23K | $2.9M | 1.81% |
Showing 1 to 15 of 103 holdings