Titelia

Holdings of Longview Financial Advisors LLC

136 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 88.1 % of the equity sleeve

Sector breakdown

  • Technology 1.5 %
  • Communication 0.6 %
  • Financials 0.6 %
  • Industrials 0.6 %
  • Funds 0.6 %
  • Consumer discretionary 0.3 %
  • Consumer staples 0.2 %
  • Health care 0.1 %
  • Real estate 0.1 %
  • Unattributed 95.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.0 %
  • JP 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US134167.2M $99.92 %
2TW171K $0.04 %
3JP157.7K $0.03 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 697,08327.1M $
2JPMorgan Income ETF 520,04524M $
3VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 268,58921.3M $
4Vanguard Intermediate-Term Corporate Bond ETF 218,70018.1M $
5J P Morgan Exchange Traded Fund Trust 266,74617M $
6Vanguard Scottsdale Funds 275,49016.4M $
7Dimensional ETF Trust 229,0138.2M $
8Dimensional International Smal 159,5896.3M $
9Dimensional International Core 150,5165.3M $
10iShares Trust 31,3793.7M $
11iShares Trust 28,6131.5M $
12Apple Inc 5,8611.5M $
13Dimensional ETF Trust 32,1551.3M $
14Dimensional International Value ETF 22,7291.2M $
15iShares Trust 7,165991.4K $
16Caterpillar Inc 1,138806.2K $
17Meta Platforms Inc 1,359777.5K $
18DFA Dimensional US Marketwide Value ETF 15,032728.5K $
19WisdomTree International SmallCap Dividend Fund 8,774715.1K $
20iShares Trust 25,103631.3K $
21Vanguard Total Stock Market ETF 1,958628.1K $
22SELECT SECTOR SPDR TRUST (THE) 4,426588.2K $
23Dimensional ETF Trust 16,311552.3K $
24JPMorgan Chase & Co 1,328390.6K $
25State Street SPDR S&P 500 ETF Trust 527342.7K $
26Amazon.com Inc 1,642342K $
27NVIDIA Corp 1,940338.3K $
28iShares Core MSCI EAFE ETF 3,701335.1K $
29Vanguard FTSE Developed Markets ETF 5,118328K $
30Vanguard International Equity Index Funds 5,915319.7K $
31Alphabet Inc 1,010290.4K $
32iShares Trust 1,347258.4K $
33Microsoft Corp 649240.2K $
34Morgan Stanley 1,451238.8K $
35Vanguard Value ETF 1,082212.3K $
36Costco Wholesale Corp 196195.3K $
37iShares Core 80/20 Aggressive 2,151190.3K $
38State Street SPDR Portfolio S& 2,239177K $
39iShares ESG Optimized MSCI USA ETF 1,304172.3K $
40Charles Schwab Corp/The 1,704160.1K $
41iShares MSCI EAFE Small-Cap ETF 2,036159.6K $
42State Street SPDR S&P MidCap 400 ETF Trust 244150.5K $
43Lam Research Corp 700149.6K $
44iShares Trust 1,173138.9K $
45Wells Fargo & Co 1,653131.6K $
46SPDR Series Trust 2,009119K $
47JPMorgan Ultra-Short Municipal Income ETF 1,975100.7K $
48Parker-Hannifin Corp 11199.4K $
49Goldman Sachs Group Inc/The 10286.3K $
50Ventas Inc 1,02683.9K $
51Broadcom Inc 26180.8K $
52iShares Core S&P U.S. Growth ETF 51579.9K $
53Palantir Technologies Inc 50073.1K $
54Schwab Strategic Trust 2,50973.1K $
55iShares S&P Small-Cap 600 Growth ETF 50072.4K $
56Taiwan Semiconductor Manufacturing Co Ltd 21071K $
57iShares MSCI EAFE ETF 72870.7K $
58iShares Core S&P Total U.S. Stock Market ETF 48068.4K $
59Walmart Inc 54267.4K $
60iShares Trust 28661.1K $
61J P Morgan Exchange Traded Fund Trust 1,05658.6K $
62SPDR Series Trust 1,02457.9K $
63Toyota Motor Corp 28057.7K $
64TJX Cos Inc/The 35256.2K $
65York Water Co/The 1,79254.6K $
66Vanguard Tax-Exempt Bond Index ETF 1,03551.6K $
67PulteGroup Inc 42650.1K $
68State Street SPDR S&P Regional Banking ETF 70045.6K $
69TransDigm Group Inc 3844K $
70Crowdstrike Holdings Inc 11143.3K $
71PIMCO Enhanced Short Maturity 40640.8K $
72Blackrock Inc 4139.4K $
73State Street SPDR Portfolio Developed World ex-US ETF 85038.8K $
74VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 17537.6K $
75Sherwin-Williams Co/The 11436.5K $
76Redwood Trust Inc 6,00033.7K $
77Wisdomtree Trust 34831.1K $
78GE Vernova Inc 3530.6K $
79ISHARES CORE 1-5 YEAR USD BO 61930K $
80WisdomTree Trust 55527.6K $
81Home Depot Inc/The 8327.3K $
82iShares Short-Term National Muni Bond ETF 25026.6K $
83Stryker Corp 8126.6K $
84State Street SPDR S&P Dividend ETF 18226.6K $
85EOG Resources Inc 18226.3K $
86Johnson & Johnson 10726.2K $
87Vanguard Index Funds 12026.1K $
88ServiceNow Inc 24525.6K $
89TriCo Bancshares 51124.3K $
90Union Pacific Corp 10024.3K $
91Jacobs Solutions Inc 18723.8K $
92Waste Management Inc 10023K $
93Vanguard Real Estate ETF 25422.5K $
94Honeywell International Inc 9822.2K $
95iShares ESG Aware MSCI EAFE ETF 22221.2K $
96Danaher Corp 11121K $
97Eli Lilly & Co 2220.2K $
98Exxon Mobil Corp 11920.2K $
99iShares MSCI Emerging Markets ETF 33118.8K $
100State Street SPDR Portfolio Emerging Markets ETF 37217.5K $