Clearview Wealth Advisors LLC
CIK 1840306 · Holdings on Mar 31, 2024 · First reported Apr 10, 2024
Top ten holdings
Q1 2024- SPYM16.96%
- IUSB5.47%
- SCHZ4.91%
- SCHD4.20%
- MBB2.77%
- EFV2.71%
- TLT2.59%
- QUAL2.51%
- MSFT2.30%
- TFLO1.85%
Share classes counted separately46.27%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight increased · +9.63 pp7.33% → 16.96%Shares +157.63K (+140.11%)
- IUSBWeight increased · +3.92 pp1.55% → 5.47%Shares +88.71K (+306.62%)
- SCHZWeight increased · +2.77 pp2.14% → 4.91%Shares +65.14K (+165.28%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $16.62M | 16.96% | 270.14K shares | 7.33% → 16.96%+9.63 pp +157.63K (+140.11%) | Added | ↗▾ |
| 02 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $5.36M | 5.47% | 117.64K shares | 1.55% → 5.47%+3.92 pp +88.71K (+306.62%) | Added | ↗▾ |
| 03 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $4.81M | 4.91% | 104.56K shares | 2.14% → 4.91%+2.77 pp +65.14K (+165.28%) | Added | ↗▾ |
| 04 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $4.11M | 4.20% | 51.02K shares | 4.20% → 4.20%+0.00 pp +3.70K (+7.83%) | Added | ↗▾ |
| 05 | MBBISHARES MBS ETFMBS ETF View history and evidence | $2.71M | 2.77% | 29.32K shares | 1.28% → 2.77%+1.49 pp +17.63K (+150.77%) | Added | ↗▾ |
| 06 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $2.65M | 2.71% | 48.74K shares | 1.16% → 2.71%+1.55 pp +29.63K (+155.06%) | Added | ↗▾ |
| 07 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $2.54M | 2.59% | 26.83K shares | 0.79% → 2.59%+1.80 pp +19.97K (+291.09%) | Added | ↗▾ |
| 08 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $2.46M | 2.51% | 14.94K shares | 1.57% → 2.51%+0.94 pp +5.77K (+62.85%) | Added | ↗▾ |
| 09 | MSFTMICROSOFT CORP View history and evidence | $2.25M | 2.30% | 5.36K shares | 2.46% → 2.30%-0.16 pp -249 (-4.44%) | Reduced | ↗▾ |
| 10 | TFLOISHARES TREASURY FLOATING RATRS FLT RT BD View history and evidence | $1.81M | 1.85% | 35.76K shares | 1.03% → 1.85%+0.82 pp +18.20K (+103.69%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 28
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UUP INVESCO DB US DOLLAR INDEX B | Non-derivative | -73,137 | -$1.98M | SEC filing ↗ | SEC filing ↗ |
| SH PROSHARES SHORT S&P500 | Non-derivative | -151,557 | -$1.97M | SEC filing ↗ | SEC filing ↗ |
| EFZ PROSHARES SHORT MSCI EAFE | Non-derivative | -114,416 | -$1.96M | SEC filing ↗ | SEC filing ↗ |
3 / 28 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1840306 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 97995324
}Research all 104 reported holdings.
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