Q3 2024 · 13F-HR
Clearview Wealth Advisors LLCholdings as filed
Filed 2024-10-15 · accession 0001754960-24-000497
$129.7M
Reported value
95
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 14020Y102 | CGCP | CAPITAL GRP FIXED INCM ETF T | $11.9M | 9.19% | 515,570 | Common | SOLE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $11.2M | 8.62% | 235,266 | Common | SOLE |
| 14020W106 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $9.8M | 7.58% | 269,922 | Common | SOLE |
| 78464A854 | SPYM | SPDR SER TR | $9.6M | 7.43% | 142,866 | Common | SOLE |
| 14020G101 | CGGR | CAPITAL GROUP GROWTH ETF | $6.8M | 5.25% | 195,799 | Common | SOLE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $4.7M | 3.61% | 69,007 | Common | SOLE |
| 14019W109 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $4.1M | 3.13% | 150,637 | Common | SOLE |
| 46434V613 | IUSB | ISHARES TR | $3.7M | 2.82% | 77,579 | Common | SOLE |
| 808524771 | FNDX | SCHWAB STRATEGIC TR | $3.0M | 2.31% | 41,846 | Common | SOLE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $3.0M | 2.30% | 72,581 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $2.8M | 2.16% | 29,332 | Common | SOLE |
| 46432F339 | QUAL | ISHARES TR | $2.7M | 2.07% | 14,969 | Common | SOLE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $2.6M | 2.02% | 25,135 | Common | SOLE |
| 09290C103 | DYNF | BLACKROCK ETF TRUST | $2.2M | 1.67% | 43,726 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $2.0M | 1.55% | 4,681 | Common | SOLE |
| 464288885 | EFG | ISHARES TR | $2.0M | 1.53% | 18,457 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.8M | 1.41% | 3,463 | Common | SOLE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $1.8M | 1.39% | 21,387 | Common | SOLE |
| 464288588 | MBB | ISHARES TR | $1.7M | 1.33% | 17,947 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $1.6M | 1.22% | 10,764 | Common | SOLE |
| 808524755 | FNDF | SCHWAB STRATEGIC TR | $1.6M | 1.21% | 42,142 | Common | SOLE |
| 46435G425 | ESGU | ISHARES TR | $1.5M | 1.17% | 11,990 | Common | SOLE |
| 464287408 | IVE | ISHARES TR | $1.4M | 1.06% | 6,966 | Common | SOLE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $1.3M | 1.02% | 57,393 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $1.3M | 1.01% | 5,601 | Common | SOLE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $1.3M | 0.97% | 25,626 | Common | SOLE |
| 464287721 | IYW | ISHARES TR | $1.0M | 0.79% | 6,742 | Common | SOLE |
| 921910733 | ESGV | VANGUARD WORLD FD | $999,524 | 0.77% | 9,833 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $972,995 | 0.75% | 1,098 | Common | SOLE |
| 464288877 | EFV | ISHARES TR | $934,254 | 0.72% | 16,239 | Common | SOLE |
| 464287432 | TLT | ISHARES TR | $891,351 | 0.69% | 9,086 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $854,142 | 0.66% | 7,033 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $819,784 | 0.63% | 3,888 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $817,218 | 0.63% | 1,417 | Common | SOLE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $803,805 | 0.62% | 15,608 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $794,335 | 0.61% | 9,837 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $793,517 | 0.61% | 4,018 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $778,289 | 0.60% | 13,557 | Common | SOLE |
| 092528603 | BINC | BLACKROCK ETF TRUST II | $718,492 | 0.55% | 13,422 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $654,740 | 0.50% | 1,120 | Common | SOLE |
| 46434G764 | EMXC | ISHARES INC | $634,372 | 0.49% | 10,381 | Common | SOLE |
| 670346105 | NUE | NUCOR CORP | $633,202 | 0.49% | 4,212 | Common | SOLE |
| 808524888 | SCHC | SCHWAB STRATEGIC TR | $619,379 | 0.48% | 16,075 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $589,223 | 0.45% | 3,636 | Common | SOLE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $568,344 | 0.44% | 19,477 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $551,723 | 0.43% | 2,961 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $550,452 | 0.42% | 3,237 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $541,967 | 0.42% | 1,780 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $538,542 | 0.42% | 13,572 | Common | SOLE |
| 655844108 | NSC | NORFOLK SOUTHN CORP | $508,332 | 0.39% | 2,046 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $502,641 | 0.39% | 2,421 | Common | SOLE |
| 69351T106 | PPL | PPL CORP | $484,933 | 0.37% | 14,659 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $477,751 | 0.37% | 8,977 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $468,084 | 0.36% | 1,017 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $458,109 | 0.35% | 2,645 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $450,424 | 0.35% | 1,663 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $447,350 | 0.34% | 3,742 | Common | SOLE |
| H1467J104 | CB | CHUBB LIMITED | $433,129 | 0.33% | 1,502 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $418,111 | 0.32% | 3,682 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $409,556 | 0.32% | 1,685 | Common | SOLE |
| 808524763 | FNDA | SCHWAB STRATEGIC TR | $401,465 | 0.31% | 6,739 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $397,534 | 0.31% | 3,635 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $391,994 | 0.30% | 2,305 | Common | SOLE |
| 808524730 | FNDE | SCHWAB STRATEGIC TR | $384,225 | 0.30% | 11,907 | Common | SOLE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $375,349 | 0.29% | 5,095 | Common | SOLE |
| 693475105 | PNC | PNC FINL SVCS GROUP INC | $366,484 | 0.28% | 1,983 | Common | SOLE |
| 49456B101 | KMI | KINDER MORGAN INC DEL | $359,497 | 0.28% | 16,274 | Common | SOLE |
| 97717X669 | DGRW | WISDOMTREE TR | $359,001 | 0.28% | 4,314 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $356,833 | 0.28% | 1,030 | Common | SOLE |
| 46434V803 | HEFA | ISHARES TR | $327,299 | 0.25% | 9,241 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $324,493 | 0.25% | 1,570 | Common | SOLE |
| G87052109 | TEL | TE CONNECTIVITY PLC | $321,307 | 0.25% | 2,128 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $318,840 | 0.25% | 764 | Common | SOLE |
| 46138E354 | SPLV | INVESCO EXCH TRADED FD TR II | $314,872 | 0.24% | 4,390 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $314,550 | 0.24% | 6,079 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $311,909 | 0.24% | 2,736 | Common | SOLE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $309,992 | 0.24% | 2,418 | Common | SOLE |
| 46429B697 | USMV | ISHARES TR | $301,127 | 0.23% | 3,298 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $296,028 | 0.23% | 2,531 | Common | SOLE |
| 370334104 | GIS | GENERAL MLS INC | $289,656 | 0.22% | 3,922 | Common | SOLE |
| 464287226 | AGG | ISHARES TR | $289,164 | 0.22% | 2,855 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $288,016 | 0.22% | 4,444 | Common | SOLE |
| 55261F104 | MTB | M & T BK CORP | $285,031 | 0.22% | 1,600 | Common | SOLE |
| 464288281 | EMB | ISHARES TR | $259,668 | 0.20% | 2,775 | Common | SOLE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $259,173 | 0.20% | 1,309 | Common | SOLE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $250,591 | 0.19% | 4,673 | Common | SOLE |
| 46435U713 | IFRA | ISHARES TR | $239,975 | 0.18% | 5,109 | Common | SOLE |
| 427866108 | HSY | HERSHEY CO | $224,700 | 0.17% | 1,172 | Common | SOLE |
| 26875P101 | EOG | EOG RES INC | $222,749 | 0.17% | 1,812 | Common | SOLE |
| 92936U109 | WPC | WP CAREY INC | $222,224 | 0.17% | 3,567 | Common | SOLE |
| 26701L100 | BROS | DUTCH BROS INC | $216,555 | 0.17% | 6,761 | Common | SOLE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $212,787 | 0.16% | 2,833 | Common | SOLE |
| 808524698 | SCHI | SCHWAB STRATEGIC TR | $206,914 | 0.16% | 4,483 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $205,032 | 0.16% | 1,236 | Common | SOLE |
| 969136100 | WVVI | WILLAMETTE VY VINEYARD INC | $54,198 | 0.04% | 15,574 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.