Clearview Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Clearview Wealth Management LLC | Institutional Filer | — | $141.4M | 60 |
Current Portfolio Holdings
Showing all 60 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 408K | $30.7M | 21.72% |
| 2 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 129K | $13.3M | 9.41% |
| 3 | JAAA | JANUS DETROIT STR TR | — | 259K | $13.1M | 9.23% |
| 4 | IQLT | ISHARES TR | — | 197K | $9.1M | 6.46% |
| 5 | SPYM | SPDR SERIES TRUST | — | 75K | $5.7M | 4.06% |
| 6 | FBND | FIDELITY MERRIMACK STR TR | — | 125K | $5.7M | 4.02% |
| 7 | JBBB | JANUS DETROIT STR TR | — | 93K | $4.3M | 3.06% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 6K | $4.0M | 2.81% |
| 9 | USEW | EA SERIES TRUST | — | 72K | $3.5M | 2.49% |
| 10 | MTUM | ISHARES TR | — | 14K | $3.3M | 2.33% |
| 11 | AGG | ISHARES TR | — | 31K | $3.0M | 2.15% |
| 12 | SDSI | AMERICAN CENTY ETF TR | — | 55K | $2.8M | 1.98% |
| 13 | VOO | VANGUARD INDEX FDS | — | 5K | $2.8M | 1.98% |
| 14 | XLK | Technology Select Sector SPDR Fund | — | 21K | $2.7M | 1.94% |
| 15 | IEFA | ISHARES TR | — | 30K | $2.7M | 1.89% |
Showing 1 to 15 of 60 holdings