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Home > Institutional Investor > Clearview Wealth Advisors Llc > Profile

Instuitional Investor - Clearview Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Clearview Wealth Advisors Llc
Portfolio Value $85,773,741
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 112,508 $6,289,222 7.33%
2.
Schwab Strategic Trust
 FNDF 47,319 $3,602,370 4.19%
3.
Spdr Gold Trust
 GLD 13,467 $2,574,391 3%
4.
Ishares Trust
 IEF 24,314 $2,413,202 2.81%
5.
Microsoft Corp
 MSFT 5,605 $2,107,640 2.45%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)