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LAMC

Longview Asset Management (California) Portfolio holdings

AUM $202M
1-Year Est. Return 11.36%
This Fund
S&P 500
This Quarter Est. Return
-1.77%
1 Year Est. Return
+11.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow %
101.43%
Top 10 Hldgs %
81.78%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$32M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$24M
3
JPIE icon
JPMorgan Income ETF
JPIE
+$19.8M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.3M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$11.3M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 1.8%
2 Communication Services 0.82%
3 Financials 0.69%
4 Industrials 0.69%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCSH icon
1
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$31.8M 21.39%
+408,193
New +$32M
DFAC icon
2
Dimensional US Core Equity 2 ETF
DFAC
$47.8B
$23.6M 15.85%
+682,221
New +$24M
JPIE icon
3
JPMorgan Income ETF
JPIE
$10.1B
$19.7M 13.24%
+432,089
New +$19.8M
VGIT icon
4
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$14.1M 9.48%
+243,249
New +$14.3M
HELO icon
5
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.59B
$11.3M 7.56%
+181,497
New +$11.3M
DFLV icon
6
Dimensional US Large Cap Value ETF
DFLV
$6.82B
$5.3M 3.56%
+176,634
New +$5.53M
DFEM icon
7
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.91B
$4.58M 3.08%
+174,849
New +$4.75M
DFIC icon
8
Dimensional International Core Equity 2 ETF
DFIC
$14.7B
$3.93M 2.64%
+151,899
New +$4.07M
IGSB icon
9
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$3.85M 2.59%
+74,446
New +$3.87M
DISV icon
10
Dimensional International Small Cap Value ETF
DISV
$4.95B
$3.56M 2.39%
+134,040
New +$3.68M
IEI icon
11
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$3.56M 2.39%
+30,805
New +$3.6M
DFGR icon
12
Dimensional Global Real Estate ETF
DFGR
$3.87B
$2.07M 1.39%
+80,980
New +$2.22M
DFSU
13
Dimensional US Sustainability Core 1 ETF
DFSU
$2.26B
$1.95M 1.31%
+51,471
New +$1.97M
AAPL icon
14
Apple
AAPL
$4.44T
$1.55M 1.04%
+6,201
New +$1.46M
DFAI
15
Dimensional International Core Equity Market ETF
DFAI
$17.5B
$1.06M 0.71%
+36,191
New +$1.1M
META icon
16
Meta Platforms (Facebook)
META
$1.41T
$933K 0.63%
+1,593
New +$935K
SUB icon
17
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$921K 0.62%
+8,734
New +$922K
DFSE
18
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$597M
$919K 0.62%
+27,732
New +$955K
ACWI icon
19
iShares MSCI ACWI ETF
ACWI
$32.8B
$885K 0.59%
+7,534
New +$904K
DFIV icon
20
Dimensional International Value ETF
DFIV
$21.2B
$822K 0.55%
+23,179
New +$850K
DFAU icon
21
Dimensional US Core Equity Market ETF
DFAU
$12.4B
$781K 0.52%
+19,282
New +$788K
DFUV icon
22
Dimensional US Marketwide Value ETF
DFUV
$15.5B
$689K 0.46%
+16,838
New +$715K
DFSI
23
Dimensional International Sustainability Core 1 ETF
DFSI
$1.15B
$653K 0.44%
+19,874
New +$676K
REET icon
24
iShares Global REIT ETF
REET
$5.11B
$637K 0.43%
+26,580
New +$679K
DLS icon
25
WisdomTree International SmallCap Dividend Fund
DLS
$1.06B
$631K 0.42%
+10,023
New +$652K
1
2 3 4 5

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Longview Asset Management (California)'s Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Longview Asset Management (California), which disclosed 134 positions worth $149M. Its ten largest holdings account for 82% of the portfolio.

Its largest position is Vanguard Short-Term Corporate Bond ETF: 408,193 shares worth $31.8M.

By sector, the portfolio is most concentrated in Technology at 1.8% of assets, followed by Communication Services and Financials.

  • Longview Asset Management (California)'s largest Q4 2024 buy was Vanguard Short-Term Corporate Bond ETF: 408,193 shares worth $31.8M.
  • Longview Asset Management (California)'s ten largest holdings make up 82% of its $149M portfolio in Q4 2024.
  • Longview Asset Management (California) disclosed 134 positions in Q4 2024, its first 13F filing on record.

Based on Longview Asset Management (California)'s 13F filing for Q4 2024, filed 6 Aug 2025.