CW

Clearview Wealth Advisors LLC

13F
Clearview Wealth Advisors LLC
Last update 2024-10-15 95 Stocks (1 new)
Value $130.00 Mil Turnover 9 %
Countries:
Top Holdings: CGCP(9.19%)SCHZ(8.62%)CGDV(7.58%)SPLG(7.43%)CGGR(5.25%)
Portfolio Report
Summary Stock Picks Current Portfolio
Clearview Wealth Advisors LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CGCP 		Capital Group Core Plus Income ETF
515,570
11919.990
+15.75%
9.190
+1.25%
0.470
-0.09%
-0.57%
2449.199
 
SCHZ 		Schwab US Aggregate Bond ETF
235,266
11179.850
+13.60%
8.620
+1.03%
0.070
+0.09%
-0.90%
8362.200
 
CGDV 		Capital Group Dividend Value ETF
269,922
9835.970
+14.23%
7.580
+0.94%
-
+5.35%
+22.08%
8295.111
 
SPLG 		SPDR Portfolio S&P 500 ETF
142,866
9644.890
-1.23%
7.430
-0.10%
0.020
+6.73%
+22.22%
48712.160
 
CGGR 		Capital Group Growth ETF
195,799
6811.850
+14.47%
5.250
+0.66%
0.090
+9.77%
+25.75%
7602.341
 
SCHX 		Schwab U.S. Large-Cap ETF
69,007
4682.120
+11.94%
3.610
+0.39%
0.010
+6.80%
+21.97%
50197.210
 
CGXU 		Capital Group International Focus Equity ETF
150,637
4062.670
+14.32%
3.130
+0.39%
-
+2.89%
+10.47%
2457.684
 
IUSB 		iShares Core Total USD Bond Market ETF
77,579
3655.500
+9.81%
2.820
+0.25%
0.010
+0.28%
-0.37%
33157.069
 
FNDX 		Schwab Fundamental U.S. Large Company ETF
41,846
3002.840
+11.60%
2.310
+0.24%
0.010
+4.49%
+16.13%
17248.814
 
SCHF 		Schwab International Equity ETF
72,581
2984.540
+12.99%
2.300
+0.26%
0.000
+1.69%
+7.36%
40989.440
 

Clearview Wealth Advisors LLC's Historical Top Holdings Breakdowns

Clearview Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGCP 		Capital Group Core Plus Income ETF2024-09-30Add
+1.25%
●
22.12 ($22.84) 23.31
$22.56
-1.23%
Add 15.75%
515,570
70,141
SCHZ 		Schwab US Aggregate Bond ETF2024-09-30Add
+1.03%
●
45.2 ($46.82) 47.87
$23.10
-50.66%
Add 13.6%
235,266
28,167
CGDV 		Capital Group Dividend Value ETF2024-09-30Add
+0.94%
●
32.96 ($34.74) 36.48
$36.43
4.86%
Add 14.23%
269,922
33,632
IVW 		iShares S&P 500 Growth ETF2024-09-30Add
+0.74%
●
84.77 ($92.32) 97.13
$97.66
5.78%
Add 52.11%
29,332
10,048
CGGR 		Capital Group Growth ETF2024-09-30Add
+0.66%
●
30.71 ($33.14) 34.79
$35.50
7.12%
Add 14.47%
195,799
24,751
EFG 		iShares MSCI EAFE Growth ETF2024-09-30Add
+0.54%
●
96.84 ($103.75) 108.77
$103.29
-0.44%
Add 54.58%
18,457
6,517
SCHD 		Schwab US Dividend Equity ETF2024-09-30Reduce
-0.44%
●
77.02 ($81.73) 85.06
$28.32
-65.35%
Reduce -23.16%
21,387
-6,445
CGXU 		Capital Group International Focus Equity ETF2024-09-30Add
+0.39%
●
24.27 ($26.07) 27.46
$26.37
1.15%
Add 14.32%
150,637
18,866
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+0.39%
●
61.11 ($65.37) 67.85
$22.93
-64.92%
Add 11.94%
69,007
7,363
IEMG 		iShares Core MSCI Emerging Markets ETF2024-09-30Add
+0.30%
●
50.72 ($54.13) 58.37
$56.53
4.43%
Add 97.85%
13,557
6,705

Clearview Wealth Advisors LLC Total Holding History ($B)

To

Clearview Wealth Advisors LLC's Asset Allocation

To

Clearview Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Clearview Wealth Advisors LLC's Hypothetical Growth since 2024-09-30

Clearview Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Clearview Wealth Advisors LLC's Holdings Heat Map

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Clearview Wealth Advisors LLC's Holdings Bubble Chart

Clearview Wealth Advisors LLC News

  • 1

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