CLEARVIEW WEALTH ADVISORS LLC

Filed: 1/31/2023ACC: 0001840306-23-000001

📋 What this filing means

CLEARVIEW WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 628 equity positions with a total reported market value of $129.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

628

Positions

$129.41M

Total AUM (reported)

2.19M

Total Shares

Allocation by class

ETF$91.68M70.8%

STOCK$36.56M28.2%

REIT$712.9K0.6%

ADR$303.4K0.2%

CEF$130.3K0.1%

CONVERTIBLE$30.6K0.0%

Portfolio Concentration

Top 3$32.38M25.0%

4–10$23.83M18.4%

11–25$24.00M18.5%

Rest$49.21M38.0%

Top 3 weight

25.0%

Top 10 weight

43.4%

Voting Authority Distribution

Total shares with voting rights: 2.19M

Sole

Full voting authority

2.19M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole628

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings628

Rows:

SCHWAB US DIVIDEND EQUITY ETF

SOLE

ETF

Shares168.28K

TypeSH

Market value$12.71M

9.82%

Sole

168.28K

Shared

0.00

None

0.00

SPDR PORTFOLIO S&P 500 ETF

SOLE

ETF

Shares262.61K

TypeSH

Market value$11.81M

9.13%

Sole

262.61K

Shared

0.00

None

0.00

ISHARES ESG AWARE MSCI USA ETF

SOLE

ETF

Shares92.65K

TypeSH

Market value$7.85M

6.07%

Sole

92.65K

Shared

0.00

None

0.00

SCHWAB US AGGREGATE BOND ETF

SOLE

ETF

Shares103.42K

TypeSH

Market value$4.72M

3.65%

Sole

103.42K

Shared

0.00

None

0.00

ISHARES CORE TOTAL USD BOND MARKET ETF

SOLE

ETF

Shares89.57K

TypeSH

Market value$4.02M

3.11%

Sole

89.57K

Shared

0.00

None

0.00

ISHARES U.S. TREASURY BOND ETF

SOLE

ETF

Shares148.46K

TypeSH

Market value$3.37M

2.61%

Sole

148.46K

Shared

0.00

None

0.00

ISHARES MSCI EAFE VALUE ETF

SOLE

ETF

Shares69.07K

TypeSH

Market value$3.17M

2.45%

Sole

69.07K

Shared

0.00

None

0.00

VANGUARD S&P 500 ETF

SOLE

ETF

Shares8.35K

TypeSH

Market value$2.93M

2.27%

Sole

8.35K

Shared

0.00

None

0.00

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

SOLE

ETF

Shares25.95K

TypeSH

Market value$2.81M

2.17%

Sole

25.95K

Shared

0.00

None

0.00

ISHARES MBS ETF

SOLE

ETF

Shares30.16K

TypeSH

Market value$2.80M

2.16%

Sole

30.16K

Shared

0.00

None

0.00

CHEVRON CORP NEW COM

SOLE

Stock

Shares14.53K

TypeSH

Market value$2.61M

2.02%

Sole

14.53K

Shared

0.00

None

0.00

ISHARES MSCI EAFE GROWTH ETF

SOLE

ETF

Shares31K

TypeSH

Market value$2.60M

2.01%

Sole

31K

Shared

0.00

None

0.00

INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF

SOLE

ETF

Shares84.14K

TypeSH

Market value$1.94M

1.50%

Sole

84.14K

Shared

0.00

None

0.00

MICROSOFT CORP COM

SOLE

Stock

Shares7.54K

TypeSH

Market value$1.81M

1.40%

Sole

7.54K

Shared

0.00

None

0.00

VANGUARD ESG U.S. STOCK ETF

SOLE

ETF

Shares27.05K

TypeSH

Market value$1.78M

1.38%

Sole

27.05K

Shared

0.00

None

0.00

VANGUARD TOTAL BOND MARKET ETF

SOLE

ETF

Shares23.91K

TypeSH

Market value$1.72M

1.33%

Sole

23.91K

Shared

0.00

None

0.00

VANGUARD SHORT-TERM BOND ETF

SOLE

ETF

Shares20.12K

TypeSH

Market value$1.51M

1.17%

Sole

20.12K

Shared

0.00

None

0.00

ISHARES MSCI USA MIN VOL FACTOR ETF

SOLE

ETF

Shares19.44K

TypeSH

Market value$1.40M

1.08%

Sole

19.44K

Shared

0.00

None

0.00

VANGUARD DIVIDEND APPRECIATION ETF

SOLE

ETF

Shares9.14K

TypeSH

Market value$1.39M

1.07%

Sole

9.14K

Shared

0.00

None

0.00

VANGUARD SHORT-TERM TREASURY ETF

SOLE

ETF

Shares22.73K

TypeSH

Market value$1.31M

1.02%

Sole

22.73K

Shared

0.00

None

0.00

ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF

SOLE

ETF

Shares31.82K

TypeSH

Market value$1.30M

1.01%

Sole

31.82K

Shared

0.00

None

0.00

ABBOTT LABS COM

SOLE

Stock

Shares11.48K

TypeSH

Market value$1.26M

0.97%

Sole

11.48K

Shared

0.00

None

0.00

APPLE INC COM

SOLE

Stock

Shares9K

TypeSH

Market value$1.17M

0.90%

Sole

Shared

0.00

None

0.00

BANK AMERICA CORP COM

SOLE

Stock

Shares33.49K

TypeSH

Market value$1.11M

0.86%

Sole

33.49K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO COM

SOLE

Stock

Shares8.12K

TypeSH

Market value$1.09M

0.84%

Sole

8.12K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
SCHWAB US DIVIDEND EQUITY ETFSOLE	ETF	168.28K	SH	$12.71M 9.82%	168.28K
SPDR PORTFOLIO S&P 500 ETFSOLE	ETF	262.61K	SH	$11.81M 9.13%	262.61K
ISHARES ESG AWARE MSCI USA ETFSOLE	ETF	92.65K	SH	$7.85M 6.07%	92.65K
SCHWAB US AGGREGATE BOND ETFSOLE	ETF	103.42K	SH	$4.72M 3.65%	103.42K
ISHARES CORE TOTAL USD BOND MARKET ETFSOLE	ETF	89.57K	SH	$4.02M 3.11%	89.57K
ISHARES U.S. TREASURY BOND ETFSOLE	ETF	148.46K	SH	$3.37M 2.61%	148.46K
ISHARES MSCI EAFE VALUE ETFSOLE	ETF	69.07K	SH	$3.17M 2.45%	69.07K
VANGUARD S&P 500 ETFSOLE	ETF	8.35K	SH	$2.93M 2.27%	8.35K
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE	ETF	25.95K	SH	$2.81M 2.17%	25.95K
ISHARES MBS ETFSOLE	ETF	30.16K	SH	$2.80M 2.16%	30.16K
CHEVRON CORP NEW COMSOLE	Stock	14.53K	SH	$2.61M 2.02%	14.53K
ISHARES MSCI EAFE GROWTH ETFSOLE	ETF	31K	SH	$2.60M 2.01%	31K
INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFSOLE	ETF	84.14K	SH	$1.94M 1.50%	84.14K
MICROSOFT CORP COMSOLE	Stock	7.54K	SH	$1.81M 1.40%	7.54K
VANGUARD ESG U.S. STOCK ETFSOLE	ETF	27.05K	SH	$1.78M 1.38%	27.05K
VANGUARD TOTAL BOND MARKET ETFSOLE	ETF	23.91K	SH	$1.72M 1.33%	23.91K
VANGUARD SHORT-TERM BOND ETFSOLE	ETF	20.12K	SH	$1.51M 1.17%	20.12K
ISHARES MSCI USA MIN VOL FACTOR ETFSOLE	ETF	19.44K	SH	$1.40M 1.08%	19.44K
VANGUARD DIVIDEND APPRECIATION ETFSOLE	ETF	9.14K	SH	$1.39M 1.07%	9.14K
VANGUARD SHORT-TERM TREASURY ETFSOLE	ETF	22.73K	SH	$1.31M 1.02%	22.73K
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFSOLE	ETF	31.82K	SH	$1.30M 1.01%	31.82K
ABBOTT LABS COMSOLE	Stock	11.48K	SH	$1.26M 0.97%	11.48K
APPLE INC COMSOLE	Stock	9K	SH	$1.17M 0.90%	9K
BANK AMERICA CORP COMSOLE	Stock	33.49K	SH	$1.11M 0.86%	33.49K
JPMORGAN CHASE & CO COMSOLE	Stock	8.12K	SH	$1.09M 0.84%	8.12K

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