☆Clearview Wealth Advisors LLC
Quality Q
0.397
AUM ($M)
158
Positions
103
Turnover
0.05
Top-10 wt
49%
Herfindahl
0.034
History (qtrs)
4
Excess Return
not eligible
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Holdings · 105 positions · portfolio value $158M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆CGCP funds › | CAPITAL GRP FIXED INCM ETF T | ADD | — | 8.7% | -0.1% | 13.7 | 603,327 | +1,866 | 3 | — |
| ☆SCHZ funds › | SCHWAB STRATEGIC TR | ADD | — | 7.5% | +0.0% | 11.8 | 505,777 | +8,189 | 3 | — |
| ☆CGDV funds › | CAPITAL GROUP DIVIDEND VALUE | TRIM | — | 7.4% | -0.0% | 11.7 | 267,294 | -8,661 | 3 | — |
| ☆CGGR funds › | CAPITAL GROUP GROWTH ETF | ADD | — | 5.9% | +0.0% | 9.3 | 209,630 | +719 | 3 | — |
| ☆JAAA funds › | JANUS DETROIT STR TR | ADD | — | 4.3% | +0.3% | 6.8 | 135,166 | +9,667 | 3 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | ADD | — | 4.1% | +0.1% | 6.5 | 81,063 | +997 | 3 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 3.6% | +0.0% | 5.7 | 212,105 | -766 | 3 | — |
| ☆CGXU funds › | CAPITAL GROUP INTL FOCUS EQT | TRIM | — | 3.1% | -0.1% | 4.9 | 166,732 | -3,555 | 3 | — |
| ☆APO funds › | APOLLO GLOBAL MGMT INC | ADD | — | 2.5% | +0.4% | 3.9 | 26,866 | +2,161 | 3 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | TRIM | — | 2.4% | +0.0% | 3.7 | 155,890 | -1,829 | 3 | — |
| ☆FNDX funds › | SCHWAB STRATEGIC TR | ADD | — | 2.4% | +0.1% | 3.7 | 137,409 | +170 | 3 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | TRIM | — | 2.1% | +0.0% | 3.3 | 100,351 | -358 | 3 | — |
| ☆IVE funds › | ISHARES TR | ADD | — | 1.9% | +0.5% | 2.9 | 13,829 | +3,805 | 3 | — |
| ☆DYNF funds › | BLACKROCK ETF TRUST | ADD | — | 1.8% | +0.2% | 2.9 | 47,637 | +3,391 | 3 | — |
| ☆IVW funds › | ISHARES TR | TRIM | — | 1.8% | -0.0% | 2.9 | 23,194 | -337 | 3 | — |
| ☆XLG funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 1.4% | +0.7% | 2.3 | 38,554 | +18,433 | 3 | — |
| ☆IUSB funds › | ISHARES TR | TRIM | — | 1.3% | -0.3% | 2.1 | 45,770 | -11,054 | 3 | — |
| ☆FNDF funds › | SCHWAB STRATEGIC TR | TRIM | — | 1.3% | +0.0% | 2.1 | 45,634 | -441 | 3 | — |
| ☆XTEN funds › | BONDBLOXX ETF TRUST | ADD | — | 1.3% | +0.0% | 2.0 | 44,306 | +993 | 3 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 1.3% | -0.2% | 2.0 | 4,168 | -338 | 3 | — |
| ☆EFV funds › | ISHARES TR | TRIM | — | 1.3% | -0.4% | 2.0 | 27,936 | -10,341 | 3 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 1.2% | -0.0% | 1.9 | 3,109 | -79 | 3 | — |
| ☆QUAL funds › | ISHARES TR | TRIM | — | 1.1% | -1.0% | 1.8 | 8,935 | -8,258 | 3 | — |
| ☆ESGU funds › | ISHARES TR | ADD | — | 1.1% | +0.0% | 1.7 | 11,713 | +52 | 3 | — |
| ☆MBB funds › | ISHARES TR | ADD | — | 1.0% | +0.0% | 1.6 | 16,809 | +709 | 3 | — |
| ☆SCHO funds › | SCHWAB STRATEGIC TR | ADD | — | 1.0% | +0.1% | 1.6 | 64,164 | +4,672 | 3 | — |
| ☆CVX funds › | CHEVRON CORP NEW | TRIM | — | 1.0% | -0.1% | 1.5 | 10,105 | -264 | 3 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 1.0% | -0.2% | 1.5 | 22,366 | -4,137 | 3 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 0.9% | +0.0% | 1.5 | 5,345 | -165 | 3 | — |
| ☆SCHH funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.8% | -0.0% | 1.2 | 58,227 | -131 | 3 | — |
| ☆BINC funds › | BLACKROCK ETF TRUST II | ADD | — | 0.8% | +0.0% | 1.2 | 22,741 | +1,260 | 3 | — |
| ☆BAI funds › | BLACKROCK ETF TRUST | ADD | — | 0.7% | +0.4% | 1.1 | 34,505 | +20,318 | 3 | — |
| ☆SPMO funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.7% | +0.3% | 1.1 | 9,485 | +3,493 | 3 | — |
| ☆THRO funds › | BLACKROCK ETF TRUST | ADD | — | 0.7% | +0.0% | 1.1 | 27,548 | +616 | 3 | — |
| ☆CUSIP:921910733 funds › | VANGUARD WORLD FD | TRIM | — | 0.7% | -0.0% | 1.1 | 8,758 | -188 | 3 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | ADD | — | 0.6% | +0.0% | 1.0 | 34,971 | +577 | 3 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO. | TRIM | — | 0.6% | -0.0% | 0.9 | 2,921 | -115 | 3 | — |
| ☆IAGG funds › | ISHARES TR | ADD | — | 0.6% | +0.0% | 0.9 | 18,769 | +1,182 | 3 | — |
| ☆GLDM funds › | WORLD GOLD TR | ADD | — | 0.6% | +0.2% | 0.9 | 10,572 | +3,030 | 3 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | NEW | — | 0.6% | +0.6% | 0.9 | 11,393 | +11,393 | 1 | — |
| ☆COST funds › | COSTCO WHSL CORP NEW | TRIM | — | 0.5% | -0.1% | 0.9 | 987 | -112 | 3 | — |
| ☆SCHC funds › | SCHWAB STRATEGIC TR | ADD | — | 0.5% | +0.0% | 0.8 | 18,592 | +472 | 3 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.5% | -0.0% | 0.8 | 3,595 | -159 | 3 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.5% | +0.0% | 0.8 | 1,145 | -1 | 3 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.5% | -0.1% | 0.7 | 26,527 | -8,269 | 3 | — |
| ☆SCHE funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.4% | -0.0% | 0.7 | 20,830 | -234 | 3 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.4% | -0.0% | 0.7 | 2,893 | -220 | 3 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.4% | +0.0% | 0.7 | 3,218 | -144 | 3 | — |
| ☆BAC funds › | BANK AMERICA CORP | TRIM | — | 0.4% | -0.0% | 0.7 | 12,093 | -733 | 3 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.4% | -0.0% | 0.6 | 5,829 | -429 | 3 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.4% | -0.1% | 0.6 | 3,474 | -660 | 3 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.4% | +0.0% | 0.6 | 1,542 | +0 | 3 | — |
| ☆NUE funds › | NUCOR CORP | TRIM | — | 0.4% | +0.0% | 0.6 | 3,730 | -179 | 3 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.4% | +0.0% | 0.6 | 7,809 | -551 | 3 | — |
| ☆ACWI funds › | ISHARES TR | HOLD | — | 0.3% | +0.0% | 0.5 | 3,742 | +0 | 3 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | TRIM | — | 0.3% | -0.0% | 0.5 | 1,806 | -86 | 3 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.3% | -0.0% | 0.5 | 2,947 | -141 | 3 | — |
| ☆FNDA funds › | SCHWAB STRATEGIC TR | ADD | — | 0.3% | +0.0% | 0.5 | 15,765 | +147 | 3 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.3% | -0.0% | 0.5 | 1,605 | -61 | 3 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.3% | -0.0% | 0.5 | 992 | -45 | 3 | — |
| ☆SCYB funds › | SCHWAB STRATEGIC TR | ADD | — | 0.3% | +0.1% | 0.5 | 17,977 | +8,917 | 2 | — |
| ☆WM funds › | WASTE MGMT INC DEL | TRIM | — | 0.3% | -0.0% | 0.5 | 2,138 | -103 | 3 | — |
| ☆PPL funds › | PPL CORP | TRIM | — | 0.3% | -0.0% | 0.5 | 12,991 | -683 | 3 | — |
| ☆FNDE funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.3% | -0.0% | 0.4 | 12,421 | -526 | 3 | — |
| ☆TEL funds › | TE CONNECTIVITY PLC | TRIM | — | 0.3% | -0.0% | 0.4 | 1,888 | -93 | 3 | — |
| ☆EMR funds › | EMERSON ELEC CO | TRIM | — | 0.3% | -0.0% | 0.4 | 3,204 | -167 | 3 | — |
| ☆CB funds › | CHUBB LIMITED | TRIM | — | 0.3% | +0.0% | 0.4 | 1,338 | -58 | 3 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.3% | +0.0% | 0.4 | 2,902 | +352 | 3 | — |
| ☆EMB funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 0.4 | 4,313 | +232 | 3 | — |
| ☆MTB funds › | M & T BK CORP | TRIM | — | 0.3% | -0.0% | 0.4 | 2,055 | -106 | 3 | — |
| ☆KMI funds › | KINDER MORGAN INC DEL | TRIM | — | 0.3% | -0.0% | 0.4 | 14,559 | -665 | 3 | — |
| ☆SHLD funds › | GLOBAL X FDS | NEW | — | 0.3% | +0.3% | 0.4 | 6,157 | +6,157 | 1 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | TRIM | — | 0.3% | -0.0% | 0.4 | 3,963 | -195 | 3 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | TRIM | — | 0.2% | -0.0% | 0.4 | 1,954 | -90 | 3 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | TRIM | — | 0.2% | -0.0% | 0.4 | 1,763 | -84 | 3 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC | TRIM | — | 0.2% | -0.0% | 0.4 | 2,890 | -133 | 3 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.2% | -0.0% | 0.4 | 723 | -60 | 3 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.2% | -0.0% | 0.4 | 1,478 | -71 | 3 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.2% | +0.0% | 0.3 | 1,060 | -221 | 3 | — |
| ☆DGRW funds › | WISDOMTREE TR | ADD | — | 0.2% | +0.1% | 0.3 | 3,613 | +990 | 3 | — |
| ☆PG funds › | PROCTER AND GAMBLE CO | TRIM | — | 0.2% | -0.0% | 0.3 | 2,234 | -74 | 3 | — |
| ☆DE funds › | DEERE & CO | TRIM | — | 0.2% | -0.0% | 0.3 | 678 | -33 | 3 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 0.2% | +0.0% | 0.3 | 1,425 | +129 | 3 | — |
| ☆SCHP funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | +0.0% | 0.3 | 11,692 | +1,711 | 3 | — |
| ☆ABT funds › | ABBOTT LABS | TRIM | — | 0.2% | -0.0% | 0.3 | 2,422 | -115 | 3 | — |
| ☆LEN funds › | LENNAR CORP | TRIM | — | 0.2% | -0.1% | 0.3 | 2,921 | -172 | 3 | — |
| ☆AOS funds › | SMITH A O CORP | TRIM | — | 0.2% | -0.0% | 0.3 | 4,319 | -204 | 3 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.2% | -0.0% | 0.3 | 2,003 | -75 | 3 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | TRIM | — | 0.2% | +0.0% | 0.3 | 5,326 | -292 | 3 | — |
| ☆HSY funds › | HERSHEY CO | TRIM | — | 0.2% | -0.0% | 0.3 | 1,567 | -60 | 3 | — |
| ☆CI funds › | THE CIGNA GROUP | HOLD | — | 0.2% | -0.0% | 0.3 | 1,030 | +0 | 3 | — |
| ☆EOG funds › | EOG RES INC | TRIM | — | 0.2% | -0.0% | 0.3 | 2,617 | -156 | 3 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.2% | +0.0% | 0.3 | 596 | +0 | 2 | — |
| ☆SPY funds › | SPDR S&P 500 ETF TR | ADD | — | 0.2% | +0.0% | 0.3 | 389 | +7 | 3 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.3 | 3,565 | +454 | 3 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.3 | 2,554 | -377 | 3 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | TRIM | — | 0.2% | -0.0% | 0.2 | 4,522 | -231 | 3 | — |
| ☆USMV funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.2 | 2,421 | -336 | 3 | — |
| ☆SPLV funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.1% | -0.0% | 0.2 | 3,106 | -648 | 3 | — |
| ☆SCHI funds › | SCHWAB STRATEGIC TR | NEW | — | 0.1% | +0.1% | 0.2 | 9,289 | +9,289 | 1 | — |
| ☆FTEC funds › | FIDELITY COVINGTON TRUST | ADD | — | 0.1% | +0.0% | 0.2 | 929 | +1 | 2 | — |
| ☆WPC funds › | WP CAREY INC | TRIM | — | 0.1% | -0.0% | 0.2 | 3,154 | -151 | 3 | — |
| ☆WVVI funds › | WILLAMETTE VY VINEYARD INC | ADD | — | 0.0% | -0.0% | 0.0 | 15,622 | +98 | 3 | — |
| ☆IYW funds › | ISHARES TR | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -4,906 | 0 | — |
| ☆EFG funds › | ISHARES TR | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -8,938 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2025Q4 | 158 | 103 | 0.05 | 49% | 0.034 | 0.359 | — | in |
| 2025Q3 | 156 | 102 | 0.03 | 49% | 0.034 | 0.406 | — | in |
| 2025Q2 | 144 | 101 | 0.07 | 49% | 0.034 | 0.341 | — | entered |
| 2025Q1 | 134 | 99 | 0.00 | 50% | 0.036 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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