Portfolio (Quarterly)
Guide ↗
Clearview Wealth Management LLC
· CIK 0001857588| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | — | 20,103.0 | $1.6M | 1.02% | NEW | — | $79.03 | -0.7% |
| 22 | NVDA | NVIDIA CORPORATION | Technology | 7,371.0 | $1.5M | 0.95% | NEW | — | $200.10 | +8.7% |
| 23 | XLRE | SELECT SECTOR SPDR TR | — | 32,414.0 | $1.4M | 0.92% | NEW | — | $44.03 | +1.0% |
| 24 | VTEB | VANGUARD MUN BD FDS | — | 27,366.0 | $1.4M | 0.89% | NEW | — | $50.58 | -2.3% |
| 25 | IJR | ISHARES TR | — | 8,875.0 | $1.3M | 0.85% | NEW | — | $148.31 | -1.8% |
| 26 | MSFT | MICROSOFT CORP | Technology | 3,267.0 | $1.2M | 0.78% | NEW | — | $373.03 | +37.7% |
| 27 | CGGR | CAPITAL GROUP GROWTH ETF | — | 25,617.0 | $1.2M | 0.78% | NEW | — | $47.20 | -0.4% |
| 28 | V | VISA INC | Financial Services | 3,297.0 | $1.1M | 0.73% | NEW | — | $343.09 | +11.2% |
| 29 | AMZN | AMAZON COM INC | Consumer Cyclical | 4,289.0 | $1.0M | 0.66% | NEW | — | $238.34 | +11.8% |
| 30 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,028.0 | $1.0M | 0.65% | NEW | — | $500.39 | — |
| 31 | ORCL | ORACLE CORP | Technology | 6,784.0 | $994K | 0.64% | NEW | — | $146.55 | +2.8% |
| 32 | AOA | ISHARES TR | — | 9,916.0 | $968K | 0.62% | NEW | — | $97.60 | +1.6% |
| 33 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | — | 25,031.0 | $938K | 0.60% | NEW | — | $37.46 | -1.7% |
| 34 | IJH | ISHARES TR | — | 11,670.0 | $900K | 0.58% | NEW | — | $77.11 | -1.8% |
| 35 | VV | VANGUARD INDEX FDS | — | 2,519.0 | $866K | 0.56% | NEW | — | $343.91 | +3.1% |
| 36 | VTV | VANGUARD INDEX FDS | — | 3,431.0 | $748K | 0.48% | NEW | — | $217.93 | +3.4% |
| 37 | AOR | ISHARES TR | — | 10,710.0 | $744K | 0.48% | NEW | — | $69.50 | +0.6% |
| 38 | SPEM | SPDR INDEX SHS FDS | — | 13,840.0 | $717K | 0.46% | NEW | — | $51.78 | +1.9% |
| 39 | TAXF | AMERICAN CENTY ETF TR | — | 13,001.0 | $661K | 0.42% | NEW | — | $50.83 | -2.3% |
| 40 | SMLV | SPDR SERIES TRUST | — | 4,137.0 | $651K | 0.42% | NEW | — | $157.36 | +1.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
42.3%
Financial Services
34.5%
Industrials
12.8%
Consumer Cyclical
9.1%
Communication Services
1.2%
Healthcare
0.1%