13F-HR filed by Clearview Wealth Advisors LLC
Clearview Wealth Advisors LLC filed this 13F-HR for the quarter ended 2024-06-30, filed 2024-08-01, with 95 holding rows worth $114,551,836.
- Accession
- 0001754960-24-000372
- Filer
- CIK 1840306
- Filed
- 2024-08-01
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2024
A holdings report, 95 entries on the cover page, a total value of $114,551,836 stated on the cover page (in dollars after the unit check, H1), rows summing to $114,551,836 with VALUE read as dollars as filed, 13F file number 028-20450. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | 14020Y102 | CORE PLUS INCM | 445,429 | $9,897,436 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 207,099 | $9,439,554 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 144,638 | $9,256,847 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 236,290 | $7,797,570 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 171,048 | $5,625,769 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 61,644 | $3,960,627 | dollars as filed | |
| CAPITAL GROUP INTL FOCUS EQT | 14019W109 | SHS CREAT UNIT | 131,771 | $3,389,150 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 70,650 | $3,194,805 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 37,496 | $2,511,482 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 64,236 | $2,467,947 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 13,989 | $2,388,741 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 23,050 | $2,324,362 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,850 | $2,167,629 | dollars as filed | |
| SCHD | 808524797 | COM | 27,832 | $2,164,232 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 39,910 | $1,873,396 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,583 | $1,791,966 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 19,284 | $1,784,552 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 11,109 | $1,737,593 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 16,121 | $1,480,109 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 11,870 | $1,416,312 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 37,622 | $1,317,899 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,947 | $1,252,596 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 11,940 | $1,221,412 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 6,369 | $1,159,270 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 55,695 | $1,112,229 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 22,368 | $1,076,560 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 18,657 | $989,590 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 10,231 | $988,519 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 6,394 | $962,315 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,097 | $932,532 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 7,186 | $887,820 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,077 | $824,679 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 20,167 | $802,046 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,415 | $774,261 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 8,279 | $759,829 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 4,124 | $707,369 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 4,329 | $684,297 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 10,070 | $681,830 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 3,335 | $664,273 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 13,984 | $663,545 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 11,601 | $605,597 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,041 | $587,673 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 3,715 | $542,934 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 1,153 | $538,592 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 9,046 | $535,513 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 2,488 | $530,833 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 14,508 | $516,195 | dollars as filed | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 13,373 | $475,478 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,788 | $468,936 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,829 | $466,051 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 17,186 | $456,460 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 2,116 | $454,198 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,705 | $446,187 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 9,327 | $443,102 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,064 | $432,835 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 3,742 | $420,595 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 14,994 | $414,595 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 3,756 | $413,727 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 1,544 | $393,743 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,346 | $386,902 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,703 | $375,443 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 6,852 | $366,771 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,685 | $362,292 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,635 | $349,095 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 5,209 | $340,877 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 1,030 | $340,487 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 2,847 | $337,659 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 4,312 | $336,513 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 16,887 | $335,545 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 4,544 | $334,847 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 6,085 | $334,188 | dollars as filed | |
| TE CONNECTIVITY LTD | H84989104 | SHS | 2,175 | $327,185 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 10,807 | $319,563 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 2,024 | $314,629 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,845 | $295,603 | dollars as filed | |
| Deere & Company | 244199105 | COM | 781 | $291,805 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 3,269 | $289,217 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 6,761 | $279,905 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 3,301 | $277,162 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 4,248 | $275,928 | dollars as filed | |
| Schwab 5-10 Year Corporate Bond ETF | 808524698 | SHS | 6,154 | $271,393 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,532 | $270,073 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 6,315 | $262,268 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,436 | $262,061 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 4,026 | $254,663 | dollars as filed | |
| M & T BK CORP COM | 55261F104 | Stock | 1,655 | $250,522 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 2,478 | $240,576 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 1,850 | $232,860 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 3,184 | $229,407 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,242 | $226,157 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 1,185 | $217,762 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,870 | $215,326 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 3,967 | $206,342 | dollars as filed | |
| WP CAREY INC COM | 92936U109 | REIT | 3,695 | $203,410 | dollars as filed | |
| WILLAMETTE VY VINEYARD I | 969136100 | COMMON STOCK | 15,574 | $61,206 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-24-000372 | this filing | 2024-08-01 | acceptance time not in the bulk data set |