| |
|
|
| Name: |
Clearview Wealth Advisors LLC |
| City: |
SALEM |
| State: |
OR |
| Zip: |
97301 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
25 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ELR |
streetTRACKS Series Trust -... |
1 |
- |
$62.80 |
$16,622,000 |
270,140 |
16.96% |
10,333,000 |
157,632 |
0.03 |
Closed - End Fund - E... |
|
|
IUSB |
Ishares Core Total Usd Bond... |
2 |
- |
$0.00 |
$5,363,000 |
117,643 |
5.47% |
4,030,000 |
88,711 |
0.004 |
N/A |
|
|
SCHZ |
Schwab Us Aggregate Bond |
3 |
- |
$45.37 |
$4,810,000 |
104,560 |
4.91% |
2,972,000 |
65,145 |
0.07 |
N/A |
|
|
SCHD |
Schwab US Dividend Equity ETF |
4 |
- |
$77.89 |
$4,114,000 |
51,023 |
4.2% |
512,000 |
3,704 |
0.017 |
N/A |
|
|
MBB |
iShares Barclays MBS Bond |
5 |
- |
$91.22 |
$2,710,000 |
29,322 |
2.77% |
1,610,000 |
17,629 |
0.003 |
Closed - End Fund - E... |
|
|
EFV |
iShares MSCI EAFE Value Ind... |
6 |
- |
$0.00 |
$2,651,000 |
48,740 |
2.71% |
1,655,000 |
29,631 |
0.002 |
Closed - End Fund - E... |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
7 |
- |
$91.50 |
$2,539,000 |
26,833 |
2.59% |
1,861,000 |
19,972 |
0.002 |
Closed - End Fund - E... |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
8 |
- |
$0.00 |
$2,456,000 |
14,943 |
2.51% |
1,106,000 |
5,767 |
0.001 |
N/A |
|
|
TFLO |
Ishares Treasury Floating R... |
10 |
- |
$0.00 |
$1,813,000 |
35,761 |
1.85% |
927,000 |
18,204 |
0.004 |
N/A |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
11 |
- |
$0.00 |
$1,793,000 |
15,595 |
1.83% |
285,000 |
1,218 |
0.001 |
N/A |
|
|
EFG |
iShares MSCI EAFE Growth ETF |
13 |
- |
$0.00 |
$1,741,000 |
16,776 |
1.78% |
1,122,000 |
10,387 |
0.002 |
Closed - End Fund - E... |
|
|
IYW |
iShares Trust DJ US Sector |
17 |
- |
$143.46 |
$1,363,000 |
10,092 |
1.39% |
890,000 |
6,237 |
0.005 |
Closed - End Fund - E... |
|
|
IEMG |
Ishares Core Msci Emerging ... |
19 |
- |
$52.95 |
$1,169,000 |
22,652 |
1.19% |
738,000 |
14,137 |
0 |
N/A |
|
|
WMT |
Wal-Mart Stores Inc |
22 |
- |
$60.24 |
$947,000 |
15,734 |
0.97% |
375,000 |
12,104 |
0.001 |
Discount, Variety Stores |
|
|
JNK |
Spdr Lehman Hyb Etf |
24 |
- |
$93.93 |
$925,000 |
9,719 |
0.94% |
925,000 |
9,719 |
0.008 |
Closed - End Fund - E... |
|
|
AMZN |
Amazon.com Inc |
41 |
- |
$184.30 |
$550,000 |
3,051 |
0.56% |
100,000 |
90 |
0 |
Internet Software & S... |
|
|
SCHI |
Schwab 5-10 Year Corporate ... |
46 |
- |
$43.91 |
$491,000 |
11,040 |
0.5% |
111,000 |
2,584 |
0.008 |
N/A |
|
|
TIP |
iShares Lehman TIPS Bond |
53 |
- |
$106.05 |
$436,000 |
4,058 |
0.44% |
209,000 |
1,945 |
0 |
Closed - End Fund - E... |
|
|
ZBRA |
Zebra Technologies Corp |
61 |
- |
$297.21 |
$392,000 |
1,300 |
0.4% |
392,000 |
1,300 |
0.002 |
Computer Peripherals |
|
|
CORT |
Corcept Therapeutics Inc |
65 |
- |
$33.31 |
$362,000 |
14,382 |
0.37% |
362,000 |
14,382 |
0.012 |
Biotechnology |
|
|
TYL |
Tyler Technologies Inc |
85 |
- |
$481.84 |
$312,000 |
733 |
0.32% |
312,000 |
733 |
0.002 |
Information Technolog... |
|
|
XLF |
SPDR Financial Sector |
91 |
- |
$41.48 |
$261,000 |
6,197 |
0.27% |
261,000 |
6,197 |
0 |
Closed - End Fund - E... |
|
|
XLB |
SPDR Materials Select Sector |
96 |
- |
$89.79 |
$240,000 |
2,587 |
0.24% |
240,000 |
2,587 |
0 |
Closed - End Fund - E... |
|
|
XLY |
SPDR cnsmr discr sel sect |
97 |
- |
$177.66 |
$227,000 |
1,235 |
0.23% |
227,000 |
1,235 |
0 |
Closed - End Fund - E... |
|
|
IYR |
iShares Dow Jones US Real E... |
98 |
- |
$86.43 |
$224,000 |
2,493 |
0.23% |
224,000 |
2,493 |
0 |
Closed - End Fund - E... |
|
