StockDriftsStockDriftsTop 50 Clearview Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | 8.66% | 603.3K | $13.7M | +0.31%(+1.87K) | $22.42(+0.54%) | 2025-12-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 7.49% | 505.8K | $11.8M | +1.65%(+8.19K) | $23.48(-0.71%) | 2025-12-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.39% | 267.3K | $11.7M | -3.14%(-8.66K) | $33.39(+35.91%) | 2025-12-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 5.91% | 209.6K | $9.3M | +0.34%(+719) | $33.49(+31.86%) | 2025-12-31 | |
| JAAA | JANUS DETROIT STR TR | 4.33% | 135.2K | $6.8M | +7.70%(+9.67K) | $50.73(-0.30%) | 2025-12-31 | |
| SPYM | SPDR SERIES TRUST | 4.12% | 81.1K | $6.5M | +1.25%(+997) | $54.49(+51.18%) | 2025-12-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.62% | 212.1K | $5.7M | -0.36%(-766) | $21.42(+28.83%) | 2025-12-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 3.12% | 166.7K | $4.9M | -2.09%(-3.56K) | $25.90(+23.61%) | 2025-12-31 | |
| APO | APOLLO GLOBAL MGMT INC | 2.46% | 26.9K | $3.9M | +8.75%(+2.16K) | $147.65(-18.36%) | 2025-12-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.37% | 155.9K | $3.7M | -1.16%(-1.83K) | $19.56(+35.51%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.62% | +35.35% |
| Top 20 Holdings Unweighted | +10.44% | +34.70% |
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