Fairview Capital Investment Management, LLC ETFs

Fairview Capital Investment Management, LLC

$1.67 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SUSB Ishares Tr Ishares Esg Aware 1	$0	$820,000 0.05% of portfolio	32,600	Q1 2025 Added 0.31%
VIG Vanguard Dividend Appreciation	$0	$691,000 0.04% of portfolio	3,797	Q2 2025 Reduced 3.63%
TFLO Ishares Treasury Floating Rate	$0	$604,000 0.04% of portfolio	11,925	Q2 2025 Added 2.58%
VGIT Vanguard Intermediate Term Tre	$0	$548,000 0.03% of portfolio	9,176	Q1 2025 Added 61.07%
RWX Spdr Dow Jones International R	$0	$516,000 0.03% of portfolio	18,860	Q2 2025 Reduced 2.0%
VUG Vanguard Growth ETF	$0	$511,000 0.03% of portfolio	1,166	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$511,000 0.03% of portfolio	824	Q1 2025 New
HYG Ishares Tr	$0	$470,000 0.03% of portfolio	5,834	Q4 2024 Reduced 6.42%
DGRW Wisdomtree Tr Us Quality Divid	$0	$466,000 0.03% of portfolio	5,565	Q1 2025 Reduced 0.45%
USMV Ishares Msci Usa Min Vol Facto	$0	$443,000 0.03% of portfolio	4,725	Q3 2023 Reduced 14.09%
VTV Vanguard Value ETF	$0	$401,000 0.02% of portfolio	2,272	Q1 2025 Added 9.65%
SCHB Schwab Strategic Tr Us Broad M	$0	$357,000 0.02% of portfolio	15,009	Q1 2025 Reduced 7.0%
IJR Ishares Core S&P Sm Cap ETF	$0	$354,000 0.02% of portfolio	3,244	Q2 2025 Reduced 0.31%
DVY Ishares Tr	$0	$353,000 0.02% of portfolio	2,664	Q1 2025 Reduced 23.36%
SUSA Ishares Tr Msci Usa Esg Select	$0	$344,000 0.02% of portfolio	2,720	Q2 2025 Reduced 5.23%
IWM Ishares Russell 2000 ETF	$0	$343,000 0.02% of portfolio	1,593	Q2 2025 Reduced 0.62%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$322,000 0.02% of portfolio	6,775	Q1 2025 Added 0.74%
GRNB Vaneck ETF Tr Green Bd ETF	$0	$315,000 0.02% of portfolio	13,000	Q2 2025 Reduced 6.14%
XLK Technology Sector Spdr	$0	$308,000 0.02% of portfolio	1,220	Q4 2024 Reduced 3.02%
VSGX Vanguard World Fd Esg Intl Stk	$0	$298,000 0.02% of portfolio	4,550	Q2 2025 Added 2.25%
NUHY Nuveen Esg High Yield Corp Bon	$0	$280,000 0.02% of portfolio	12,925	Q2 2025 Reduced 5.83%
IVE Ishares S&P 500 Value ETF	$0	$279,000 0.02% of portfolio	1,428	Q1 2025 Reduced 0.9%
IVW Ishares S&P 500 Growth ETF	$0	$267,000 0.02% of portfolio	2,431	Q1 2025 Reduced 1.02%
XLG Invesco Exchange Traded Fd Tr	$0	$260,000 0.02% of portfolio	5,000	Q3 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$257,000 0.02% of portfolio	2,350	Q2 2025 Reduced 7.84%
SCHZ Schwab Us Aggregate Bond ETF	$0	$255,000 0.02% of portfolio	11,000	Q4 2024 Added 66.67%
XLI Industrial Sector Spdr	$0	$248,000 0.01% of portfolio	1,687	Q3 2024 New
ESML Ishares Esg Aware Msci Usa Sma	$0	$231,000 0.01% of portfolio	5,600	Q2 2025 Reduced 8.2%
SPBO Spdr Ser Tr Spdr Portfolio Cor	$0	$229,000 0.01% of portfolio	7,850	Q2 2025 Reduced 11.05%
IWR Ishares Russell Mid Cap ETF	$0	$214,000 0.01% of portfolio	2,328	Q2 2025 New
JNK Spdr Bloomberg High Yield Bond	$0	$202,000 0.01% of portfolio	2,084	Q2 2025 New

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