LongView Asset Management LLC

données du 30/09/2025

Capitalisation

$ 144.846 M 9.48 %

Période de détention moyenne

3 ans

Performance

$ 16.509 M 13.27 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans LongView Asset Management LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 DFSU DIMENSIONAL ETF TRUST 21.67% 31.395 M $ 739174 2024/12/31 2.263 M $ 8.20 %
2025/09/30 DFSI DIMENSIONAL ETF TRUST 12.45% 18.038 M $ 440495 2024/12/31 661.831 K $ 3.91 %
2025/09/30 DFSE DIMENSIONAL ETF TRUST 8.31% 12.030 M $ 292769 2024/12/31 802.059 K $ 7.96 %
2025/09/30 ARB ALTSHARES TRUST 6.83% 9.896 M $ 341373 2024/12/31 147.397 K $ 1.76 %
2025/09/30 CVIE MORGAN STANLEY ETF TRUST 6.15% 8.906 M $ 130535 2024/12/31 343.814 K $ 4.81 %
2025/09/30 CVLC MORGAN STANLEY ETF TRUST 5.18% 7.498 M $ 91588 2024/12/31 383.978 K $ 6.96 %
2025/09/30 CVMC MORGAN STANLEY ETF TRUST 4.38% 6.344 M $ 99910 2024/12/31 224.818 K $ 4.60 %
2025/09/30 AVSD AMERICAN CENTY ETF TR 2.98% 4.318 M $ 60350 2024/12/31 258.372 K $ 5.92 %
2025/09/30 NUSC NUSHARES ETF TR 2.85% 4.124 M $ 93518 2024/12/31 273.020 K $ 8.25 %
2025/09/30 VGSR MANAGER DIRECTED PORTFOLIOS 2.60% 3.762 M $ 353225 2024/12/31 58.394 K $ 1.82 %
2025/09/30 EMTL SSGA ACTIVE TR 2.34% 3.383 M $ 77061 2024/12/31 49.984 K $ 1.71 %
2025/09/30 AVSU AMERICAN CENTY ETF TR 2.25% 3.255 M $ 44245 2024/12/31 232.039 K $ 7.24 %
2025/09/30 AAPL APPLE INC 2.19% 3.166 M $ 12435 2024/12/31 841.116 K $ 24.11 %
2025/09/30 NUDM NUSHARES ETF TR 2.10% 3.046 M $ 80961 2024/12/31 198.051 K $ 6.00 %
2025/09/30 BIL SPDR SERIES TRUST 2.02% 2.923 M $ 31861 2024/12/31 522.000 $ 0.02 %
2025/09/30 QQQ INVESCO QQQ TR 2.00% 2.897 M $ 4825 2024/12/31 235.122 K $ 8.83 %
2025/09/30 AVSE AMERICAN CENTY ETF TR 1.92% 2.779 M $ 43718 2024/12/31 224.720 K $ 8.43 %
2025/09/30 NULV NUSHARES ETF TR 1.64% 2.382 M $ 54355 2024/12/31 104.744 K $ 4.56 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 1.04% 1.508 M $ 2 2025/03/31 50.800 K $ 3.49 %
2025/09/30 GOOG ALPHABET INC 0.77% 1.109 M $ 4552 2024/12/31 305.460 K $ 37.30 %
2025/09/30 AMZN AMAZON COM INC 0.67% 976.648 K $ 4448 2024/12/31 800.000 $ 0.08 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.59% 848.192 K $ 2689 2024/12/31 70.333 K $ 8.80 %
2025/09/30 MSFT MICROSOFT CORP 0.50% 721.374 K $ 1393 2024/12/31 27.133 K $ 4.13 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.49% 706.790 K $ 4600 2024/12/31 -29.483 K $ -3.56 %
2025/09/30 NVDA NVIDIA CORPORATION 0.48% 698.369 K $ 3743 2024/12/31 109.499 K $ 18.10 %
2025/09/30 IVV ISHARES TR 0.45% 652.568 K $ 975 2024/12/31 48.835 K $ 7.80 %
2025/09/30 DSI ISHARES TR 0.39% 563.864 K $ 4477 2024/12/31 68.079 K $ 8.43 %
2025/09/30 GLD SPDR GOLD TR 0.33% 478.029 K $ 1345 2024/12/31 68.110 K $ 16.62 %
2025/09/30 EMSF MATTHEWS INTL FDS 0.32% 457.684 K $ 15650 2024/12/31 48.126 K $ 5.86 %
2025/09/30 FTAI FTAI AVIATION LTD 0.29% 417.150 K $ 2500 2025/06/30 129.550 K $ 45.05 %
2025/09/30 ADBE ADOBE INC 0.28% 404.957 K $ 1148 2024/12/31 -40.068 K $ -8.82 %
2025/09/30 BNDX VANGUARD CHARLOTTE FDS 0.26% 383.176 K $ 7747 2024/12/31 -500.000 $ -0.10 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.25% 368.842 K $ 1709 2024/12/31 19.004 K $ 5.43 %
2025/09/30 EFIV SPDR SERIES TRUST 0.23% 338.363 K $ 5321 2024/12/31 36.862 K $ 8.61 %
2025/09/30 NULC NUSHARES ETF TR 0.21% 304.965 K $ 5856 2024/12/31 20.074 K $ 6.26 %
2025/09/30 ISHARES TR 0.20% 289.903 K $ 10523 2024/12/31 11.363 K $ 3.53 %
2025/09/30 VUG VANGUARD INDEX FDS 0.20% 285.848 K $ 596 2024/12/31 24.561 K $ 9.40 %
2025/09/30 ABBV ABBVIE INC 0.17% 246.822 K $ 1066 2025/03/31 50.741 K $ 24.74 %
2025/09/30 ABT ABBOTT LABS 0.17% 242.760 K $ 1812 2025/03/31 -4.106 K $ -1.52 %
2025/09/30 TSLA TESLA INC 0.17% 239.260 K $ 538 2024/12/31 82.589 K $ 40.00 %
2025/09/30 ESGD ISHARES TR 0.16% 236.356 K $ 2542 2024/12/31 17.875 K $ 4.21 %
2025/09/30 DFAU DIMENSIONAL ETF TRUST 0.16% 235.403 K $ 5144 2024/12/31 18.461 K $ 8.03 %
2025/09/30 AVGO BROADCOM INC 0.16% 230.608 K $ 699 2025/06/30 40.098 K $ 19.68 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.16% 230.324 K $ 346 2024/12/31 25.179 K $ 7.83 %
2025/09/30 TOTL SSGA ACTIVE ETF TR 0.15% 217.026 K $ 5349 2025/03/31 2.317 K $ 1.15 %
2025/09/30 VV VANGUARD INDEX FDS 0.14% 208.730 K $ 678 2025/09/30 0.000 $ 0.00 %
2025/09/30 NUBD NUSHARES ETF TR 0.14% 208.483 K $ 9284 2024/12/31 3.042 K $ 0.90 %
2025/09/30 VTI VANGUARD INDEX FDS 0.14% 206.761 K $ 630 2024/12/31 16.265 K $ 7.98 %
2025/09/30 MBNE SSGA ACTIVE TR 0.14% 205.056 K $ 7044 2024/12/31 3.059 K $ 1.22 %
2025/09/30 SDY SPDR SERIES TRUST 0.14% 203.213 K $ 1451 2025/09/30 0.000 $ 0.00 %
2025/09/30 CSCO CISCO SYS INC 0.14% 200.813 K $ 2935 2025/09/30 0.000 $ 0.00 %
2025/09/30 BITF BITFARMS LTD 0.03% 47.094 K $ 16700 2025/09/30 0.000 $ 0.00 %
2025/09/30 BAKKT HOLDINGS INC 0.02% 30.393 K $ 67540 2025/09/30 0.000 $ 0.00 %
2025/09/30 NUMV NUSHARES ETF TR 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 JPIE J P MORGAN EXCHANGE TRADED F 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 NUMG NUSHARES ETF TR 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 DHR DANAHER CORPORATION 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 EAGG ISHARES TR 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %