Top 50 Longview Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 14.72% | 697.1K | $27.1M | +1.46%(+10.05K) | $34.50(+25.26%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 13.02% | 520.0K | $24.0M | +1.68%(+8.58K) | $46.04(-0.11%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 11.57% | 268.6K | $21.3M | -5.68%(-16.18K) | $78.73(+0.36%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 9.83% | 218.7K | $18.1M | +14.89%(+28.34K) | $82.39(+0.21%) | 2026-03-31 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 9.26% | 266.7K | $17.0M | +6.38%(+16.00K) | $62.23(+8.89%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 8.91% | 275.5K | $16.4M | +3.80%(+10.08K) | $59.28(-0.51%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 4.44% | 229.0K | $8.2M | +3.19%(+7.07K) | $30.77(+24.40%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.45% | 183.6K | $6.3M | +1.16%(+2.10K) | $27.31(+47.96%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 3.42% | 159.6K | $6.3M | +0.85%(+1.34K) | $28.53(+48.27%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.91% | 150.5K | $5.3M | +2.14%(+3.15K) | $27.32(+39.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.85% | +21.97% |
| Top 20 Holdings Unweighted | +12.16% | +41.08% |
Sign up free to track Longview Financial Advisors LLC, compare funds side by side, and get alerts the moment positions change.