Clearview Wealth Advisors LLC
CIK 1840306 · Holdings on Sep 30, 2024 · First reported Oct 15, 2024
Top ten holdings
Q3 2024- CGCP9.19%
- SCHZ8.62%
- CGDV7.58%
- SPYM7.43%
- CGGR5.25%
- SCHX3.61%
- CGXU3.13%
- IUSB2.82%
- FNDX2.31%
- SCHF2.30%
Share classes counted separately52.24%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CGDVWeight increased · +0.77 pp6.81% → 7.58%Shares +33.63K (+14.23%)
- SPYMWeight decreased · -0.65 pp8.08% → 7.43%Shares -1.77K (-1.23%)
- IVWWeight increased · +0.60 pp1.56% → 2.16%Shares +10.05K (+52.11%)
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 | CGCPCAP GROUP CORE PLUS INCOMECORE PLUS INCM View history and evidence | $11.92M | 9.19% | 515.57K shares | 8.64% → 9.19%+0.55 pp +70.14K (+15.75%) | Added | ↗▾ |
| 02 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $11.18M | 8.62% | 235.27K shares | 8.24% → 8.62%+0.38 pp +28.17K (+13.60%) | Added | ↗▾ |
| 03 | CGDVCAP GROUP DIVIDEND VALUESHS CREATION UNI View history and evidence | $9.84M | 7.58% | 269.92K shares | 6.81% → 7.58%+0.77 pp +33.63K (+14.23%) | Added | ↗▾ |
| 04 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $9.64M | 7.43% | 142.87K shares | 8.08% → 7.43%-0.65 pp -1.77K (-1.23%) | Reduced | ↗▾ |
| 05 | CGGRCAP GROUP GROWTH EQUITYSHS CREATION UNI View history and evidence | $6.81M | 5.25% | 195.80K shares | 4.91% → 5.25%+0.34 pp +24.75K (+14.47%) | Added | ↗▾ |
| 06 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $4.68M | 3.61% | 69.01K shares | 3.46% → 3.61%+0.15 pp +7.36K (+11.94%) | Added | ↗▾ |
| 07 | CGXUCAP GROUP INTL FOCUSSHS CREATION UNI View history and evidence | $4.06M | 3.13% | 150.64K shares | 2.96% → 3.13%+0.17 pp +18.87K (+14.32%) | Added | ↗▾ |
| 08 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $3.66M | 2.82% | 77.58K shares | 2.79% → 2.82%+0.03 pp +6.93K (+9.81%) | Added | ↗▾ |
| 09 | FNDXSCHWAB FNDMNTL US LRG CO ETFFUNDAMENTAL US L View history and evidence | $3.00M | 2.31% | 41.85K shares | 2.19% → 2.31%+0.12 pp +4.35K (+11.60%) | Added | ↗▾ |
| 10 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $2.98M | 2.30% | 72.58K shares | 2.15% → 2.30%+0.15 pp +8.35K (+12.99%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| H84989104 TE CONNECTIVITY LTD | Non-derivative | -2,175 | -$327.19K | SEC filing ↗ | SEC filing ↗ |
| EXMOC EXXON MOBIL CORP | Non-derivative | -1,870 | -$215.33K | SEC filing ↗ | SEC filing ↗ |
2 / 2 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 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 129746013
}Research all 95 reported holdings.
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