Clearview Wealth Advisors LLC
data from 30/09/2025
Capitalization
$ 156.208 M
8.82 %
Performance
$ 28.816 M
27.68 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | CGCP | CAPITAL GRP FIXED INCM ETF T | 8.75% | 13.665 M $ | 601461 | 2024/06/30 | 120.901 K $ | 0.98 % |
| 2025/09/30 | SCHZ | SCHWAB STRATEGIC TR | 7.48% | 11.678 M $ | 497588 | 2022/03/31 | 110.238 K $ | 0.99 % |
| 2025/09/30 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.43% | 11.598 M $ | 275955 | 2024/06/30 | 676.541 K $ | 6.43 % |
| 2025/09/30 | CGGR | CAPITAL GROUP GROWTH ETF | 5.87% | 9.175 M $ | 208911 | 2024/06/30 | 649.258 K $ | 8.04 % |
| 2025/09/30 | JAAA | JANUS DETROIT STR TR | 4.08% | 6.373 M $ | 125499 | 2024/12/31 | 3.487 K $ | 0.06 % |
| 2025/09/30 | SPLG | SPDR SERIES TRUST | 4.02% | 6.272 M $ | 80066 | 2020/12/31 | 456.344 K $ | 7.77 % |
| 2025/09/30 | SCHX | SCHWAB STRATEGIC TR | 3.59% | 5.607 M $ | 212871 | 2024/06/30 | 383.691 K $ | 7.77 % |
| 2025/09/30 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 3.23% | 5.044 M $ | 170287 | 2024/06/30 | 406.519 K $ | 9.18 % |
| 2025/09/30 | SCHF | SCHWAB STRATEGIC TR | 2.35% | 3.672 M $ | 157719 | 2024/06/30 | 178.216 K $ | 5.34 % |
| 2025/09/30 | FNDX | SCHWAB STRATEGIC TR | 2.31% | 3.609 M $ | 137239 | 2024/06/30 | 229.092 K $ | 7.17 % |
| 2025/09/30 | QUAL | ISHARES TR | 2.14% | 3.344 M $ | 17193 | 2020/12/31 | 191.575 K $ | 6.39 % |
| 2025/09/30 | APO | APOLLO GLOBAL MGMT INC | 2.11% | 3.292 M $ | 24705 | 2024/12/31 | -194.764 K $ | -6.06 % |
| 2025/09/30 | SCHG | SCHWAB STRATEGIC TR | 2.06% | 3.214 M $ | 100709 | 2024/06/30 | 259.318 K $ | 9.24 % |
| 2025/09/30 | IVW | ISHARES TR | 1.82% | 2.841 M $ | 23531 | 2020/12/31 | 245.417 K $ | 9.65 % |
| 2025/09/30 | IUSB | ISHARES TR | 1.70% | 2.654 M $ | 56824 | 2021/06/30 | 26.692 K $ | 1.04 % |
| 2025/09/30 | DYNF | BLACKROCK ETF TRUST | 1.68% | 2.619 M $ | 44246 | 2024/03/31 | 200.587 K $ | 8.70 % |
| 2025/09/30 | EFV | ISHARES TR | 1.66% | 2.596 M $ | 38277 | 2021/03/31 | 157.152 K $ | 6.85 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 1.49% | 2.334 M $ | 4506 | 2020/12/31 | 94.340 K $ | 4.13 % |
| 2025/09/30 | IVE | ISHARES TR | 1.33% | 2.070 M $ | 10024 | 2024/03/31 | 103.891 K $ | 5.67 % |
| 2025/09/30 | XTEN | BONDBLOXX ETF TRUST | 1.29% | 2.020 M $ | 43313 | 2025/03/31 | 19.243 K $ | 1.02 % |
| 2025/09/30 | FNDF | SCHWAB STRATEGIC TR | 1.27% | 1.979 M $ | 46075 | 2024/06/30 | 130.383 K $ | 7.35 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 1.25% | 1.952 M $ | 3188 | 2020/12/31 | 141.387 K $ | 7.81 % |
| 2025/09/30 | IEMG | ISHARES INC | 1.12% | 1.747 M $ | 26503 | 2020/12/31 | 149.323 K $ | 9.81 % |
| 2025/09/30 | ESGU | ISHARES TR | 1.09% | 1.698 M $ | 11661 | 2020/12/31 | 125.515 K $ | 7.61 % |
| 2025/09/30 | CVX | CHEVRON CORP NEW | 1.03% | 1.610 M $ | 10369 | 2020/12/31 | 127.788 K $ | 8.45 % |
| 2025/09/30 | MBB | ISHARES TR | 0.98% | 1.532 M $ | 16100 | 2020/12/31 | 19.512 K $ | 1.34 % |
| 2025/09/30 | SCHO | SCHWAB STRATEGIC TR | 0.93% | 1.452 M $ | 59492 | 2024/06/30 | 1.134 K $ | 0.08 % |
| 2025/09/30 | AAPL | APPLE INC | 0.90% | 1.403 M $ | 5510 | 2020/12/31 | 275.739 K $ | 24.11 % |
| 2025/09/30 | SCHH | SCHWAB STRATEGIC TR | 0.81% | 1.259 M $ | 58358 | 2024/06/30 | 23.655 K $ | 1.94 % |
| 2025/09/30 | XLG | INVESCO EXCHANGE TRADED FD T | 0.74% | 1.157 M $ | 20121 | 2025/03/31 | 94.812 K $ | 10.40 % |
| 2025/09/30 | BINC | BLACKROCK ETF TRUST II | 0.73% | 1.144 M $ | 21481 | 2024/03/31 | 8.257 K $ | 0.76 % |
| 2025/09/30 | ESGV | VANGUARD WORLD FD | 0.68% | 1.060 M $ | 8946 | 2022/12/31 | 78.724 K $ | 8.03 % |
| 2025/09/30 | THRO | BLACKROCK ETF TRUST | 0.65% | 1.020 M $ | 26932 | 2025/06/30 | 58.803 K $ | 6.41 % |
| 2025/09/30 | EFG | ISHARES TR | 0.65% | 1.018 M $ | 8938 | 2020/12/31 | 17.617 K $ | 1.68 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.65% | 1.017 M $ | 1099 | 2020/12/31 | -70.676 K $ | -6.50 % |
| 2025/09/30 | IYW | ISHARES TR | 0.62% | 960.931 K $ | 4906 | 2021/09/30 | 117.987 K $ | 13.04 % |
| 2025/09/30 | SCHA | SCHWAB STRATEGIC TR | 0.61% | 959.588 K $ | 34394 | 2024/06/30 | 86.923 K $ | 10.28 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 0.61% | 957.560 K $ | 3036 | 2020/12/31 | 79.188 K $ | 8.80 % |
| 2025/09/30 | SCHD | SCHWAB STRATEGIC TR | 0.61% | 949.942 K $ | 34796 | 2020/12/31 | 29.164 K $ | 3.02 % |
| 2025/09/30 | IAGG | ISHARES TR | 0.58% | 900.982 K $ | 17587 | 2025/06/30 | 2.318 K $ | 0.27 % |
| 2025/09/30 | ABBV | ABBVIE INC | 0.56% | 869.114 K $ | 3754 | 2020/12/31 | 176.654 K $ | 24.74 % |
| 2025/09/30 | SCHC | SCHWAB STRATEGIC TR | 0.53% | 824.653 K $ | 18120 | 2024/06/30 | 49.686 K $ | 6.86 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 0.49% | 771.390 K $ | 4134 | 2020/12/31 | 120.535 K $ | 18.09 % |
| 2025/09/30 | IVV | ISHARES TR | 0.49% | 767.178 K $ | 1146 | 2020/12/31 | 57.983 K $ | 7.80 % |
| 2025/09/30 | SPMO | INVESCO EXCH TRADED FD TR II | 0.46% | 725.401 K $ | 5992 | 2025/03/31 | 50.062 K $ | 7.64 % |
| 2025/09/30 | SCHE | SCHWAB STRATEGIC TR | 0.45% | 702.890 K $ | 21064 | 2024/06/30 | 65.649 K $ | 10.72 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.44% | 683.521 K $ | 3113 | 2020/12/31 | 551.000 $ | 0.08 % |
| 2025/09/30 | BAC | BANK AMERICA CORP | 0.42% | 661.699 K $ | 12826 | 2020/12/31 | 56.240 K $ | 9.02 % |
| 2025/09/30 | WMT | WALMART INC | 0.41% | 644.976 K $ | 6258 | 2020/12/31 | 33.575 K $ | 5.40 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.40% | 623.363 K $ | 3362 | 2020/12/31 | 111.306 K $ | 21.39 % |
| 2025/09/30 | GLDM | WORLD GOLD TR | 0.37% | 576.586 K $ | 7542 | 2025/03/31 | 76.717 K $ | 16.68 % |
| 2025/09/30 | CSCO | CISCO SYS INC | 0.37% | 571.962 K $ | 8360 | 2020/12/31 | -8.252 K $ | -1.38 % |
| 2025/09/30 | NSC | NORFOLK SOUTHN CORP | 0.36% | 568.256 K $ | 1892 | 2020/12/31 | 86.435 K $ | 17.37 % |
| 2025/09/30 | GLD | SPDR GOLD TR | 0.35% | 548.135 K $ | 1542 | 2020/12/31 | 78.086 K $ | 16.61 % |
| 2025/09/30 | NUE | NUCOR CORP | 0.34% | 529.369 K $ | 3909 | 2020/12/31 | 23.677 K $ | 4.55 % |
| 2025/09/30 | LMT | LOCKHEED MARTIN CORP | 0.33% | 517.709 K $ | 1037 | 2020/12/31 | 38.414 K $ | 7.79 % |
| 2025/09/30 | ACWI | ISHARES TR | 0.33% | 517.287 K $ | 3742 | 2020/12/31 | 36.072 K $ | 7.50 % |
| 2025/09/30 | QCOM | QUALCOMM INC | 0.33% | 513.658 K $ | 3088 | 2020/12/31 | 22.464 K $ | 4.46 % |
| 2025/09/30 | PPL | PPL CORP | 0.33% | 508.141 K $ | 13674 | 2020/12/31 | 45.956 K $ | 9.65 % |
| 2025/09/30 | MCD | MCDONALDS CORP | 0.32% | 506.220 K $ | 1666 | 2020/12/31 | 20.017 K $ | 4.01 % |
| 2025/09/30 | WM | WASTE MGMT INC DEL | 0.32% | 494.924 K $ | 2241 | 2020/12/31 | -18.424 K $ | -3.49 % |
| 2025/09/30 | FNDA | SCHWAB STRATEGIC TR | 0.31% | 486.671 K $ | 15618 | 2024/06/30 | 37.215 K $ | 8.76 % |
| 2025/09/30 | BAI | BLACKROCK ETF TRUST | 0.31% | 484.628 K $ | 14187 | 2025/06/30 | 64.001 K $ | 18.41 % |
| 2025/09/30 | FNDE | SCHWAB STRATEGIC TR | 0.30% | 468.162 K $ | 12947 | 2024/06/30 | 38.861 K $ | 9.54 % |
| 2025/09/30 | EMR | EMERSON ELEC CO | 0.28% | 442.206 K $ | 3371 | 2020/12/31 | -7.451 K $ | -1.61 % |
| 2025/09/30 | TEL | TE CONNECTIVITY PLC | 0.28% | 434.889 K $ | 1981 | 2024/09/30 | 103.449 K $ | 30.15 % |
| 2025/09/30 | KMI | KINDER MORGAN INC DEL | 0.28% | 430.990 K $ | 15224 | 2020/12/31 | -17.047 K $ | -3.71 % |
| 2025/09/30 | HON | HONEYWELL INTL INC | 0.28% | 430.220 K $ | 2044 | 2020/12/31 | -46.930 K $ | -9.61 % |
| 2025/09/30 | DELL | DELL TECHNOLOGIES INC | 0.27% | 428.571 K $ | 3023 | 2025/03/31 | 59.254 K $ | 15.64 % |
| 2025/09/30 | MTB | M & T BK CORP | 0.27% | 426.966 K $ | 2161 | 2020/12/31 | 8.040 K $ | 1.87 % |
| 2025/09/30 | SCHW | SCHWAB CHARLES CORP | 0.25% | 396.964 K $ | 4158 | 2024/03/31 | 18.062 K $ | 4.64 % |
| 2025/09/30 | CB | CHUBB LIMITED | 0.25% | 393.999 K $ | 1396 | 2020/12/31 | -10.711 K $ | -2.58 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.25% | 393.645 K $ | 783 | 2020/12/31 | 13.881 K $ | 3.49 % |
| 2025/09/30 | LEN | LENNAR CORP | 0.25% | 389.842 K $ | 3093 | 2025/06/30 | 48.249 K $ | 13.95 % |
| 2025/09/30 | LOW | LOWES COS INC | 0.25% | 389.279 K $ | 1549 | 2020/12/31 | 46.839 K $ | 13.27 % |
| 2025/09/30 | EMB | ISHARES TR | 0.25% | 388.471 K $ | 4081 | 2024/03/31 | 9.768 K $ | 2.77 % |
| 2025/09/30 | PNC | PNC FINL SVCS GROUP INC | 0.24% | 371.037 K $ | 1847 | 2020/12/31 | 27.525 K $ | 7.79 % |
| 2025/09/30 | VYM | VANGUARD WHITEHALL FDS | 0.23% | 359.429 K $ | 2550 | 2020/12/31 | 19.481 K $ | 5.73 % |
| 2025/09/30 | PG | PROCTER AND GAMBLE CO | 0.23% | 354.684 K $ | 2308 | 2020/12/31 | -13.511 K $ | -3.56 % |
| 2025/09/30 | ABT | ABBOTT LABS | 0.22% | 339.779 K $ | 2537 | 2020/12/31 | -5.402 K $ | -1.52 % |
| 2025/09/30 | AOS | SMITH A O CORP | 0.21% | 332.033 K $ | 4523 | 2025/03/31 | 36.448 K $ | 11.96 % |
| 2025/09/30 | DE | DEERE & CO | 0.21% | 325.112 K $ | 711 | 2020/12/31 | -37.346 K $ | -10.07 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.20% | 311.528 K $ | 1281 | 2024/06/30 | 82.918 K $ | 37.94 % |
| 2025/09/30 | EOG | EOG RES INC | 0.20% | 310.909 K $ | 2773 | 2023/06/30 | -21.159 K $ | -6.26 % |
| 2025/09/30 | HSY | HERSHEY CO | 0.19% | 304.259 K $ | 1627 | 2024/06/30 | 35.004 K $ | 12.71 % |
| 2025/09/30 | MDLZ | MONDELEZ INTL INC | 0.19% | 296.920 K $ | 4753 | 2020/12/31 | -24.253 K $ | -7.37 % |
| 2025/09/30 | CI | THE CIGNA GROUP | 0.19% | 296.898 K $ | 1030 | 2020/12/31 | -43.599 K $ | -12.80 % |
| 2025/09/30 | AGG | ISHARES TR | 0.19% | 293.833 K $ | 2931 | 2023/06/30 | 2.809 K $ | 1.06 % |
| 2025/09/30 | PEP | PEPSICO INC | 0.19% | 291.813 K $ | 2078 | 2020/12/31 | 17.850 K $ | 6.36 % |
| 2025/09/30 | VIG | VANGUARD SPECIALIZED FUNDS | 0.18% | 279.569 K $ | 1296 | 2020/12/31 | 14.478 K $ | 5.44 % |
| 2025/09/30 | SPLV | INVESCO EXCH TRADED FD TR II | 0.18% | 275.837 K $ | 3754 | 2020/12/31 | 2.577 K $ | 0.91 % |
| 2025/09/30 | SCHP | SCHWAB STRATEGIC TR | 0.17% | 268.988 K $ | 9981 | 2024/06/30 | 2.808 K $ | 1.01 % |
| 2025/09/30 | TSLA | TESLA INC | 0.17% | 265.053 K $ | 596 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | USMV | ISHARES TR | 0.17% | 262.333 K $ | 2757 | 2020/12/31 | 3.710 K $ | 1.35 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 0.16% | 254.807 K $ | 382 | 2024/12/31 | 18.413 K $ | 7.83 % |
| 2025/09/30 | BMY | BRISTOL-MYERS SQUIBB CO | 0.16% | 253.359 K $ | 5618 | 2020/12/31 | -6.881 K $ | -2.57 % |
| 2025/09/30 | SCYB | SCHWAB STRATEGIC TR | 0.16% | 242.174 K $ | 9060 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DGRW | WISDOMTREE TR | 0.15% | 233.380 K $ | 2623 | 2020/12/31 | 15.284 K $ | 6.23 % |
| 2025/09/30 | BND | VANGUARD BD INDEX FDS | 0.15% | 231.365 K $ | 3111 | 2022/12/31 | 2.302 K $ | 1.01 % |
| 2025/09/30 | WPC | WP CAREY INC | 0.14% | 223.319 K $ | 3305 | 2020/12/31 | 17.640 K $ | 8.32 % |