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Longview Advantage ETF·NASDAQ
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Key Stats

Assets Under Management
585.14MUSD
Fund Flows (1Y)
17.56MUSD
Dividend Yield
0.41%
Discount/Premium to NAV
0.01%
Shares Outstanding
10.15M
Expense Ratio
0.25%

About Longview Advantage ETF

Issuer
Hill Investment Group Partners, LLC
Brand
Longview
Inception Date
Feb 25, 2025
Structure
Open-Ended Fund
Index Tracked
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Management Style
Active
Dividend Treatment
Distributes
Distribution Tax Treatment
Qualified dividends
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
Hill Investment Group Partners LLC
Distributor
Quasar Distributors LLC
The Longview Advantage ETF is designed to provide investors with broad exposure to U.S. large-, mid-, and small-cap companies while prioritizing key drivers of expected returns. By overweighting securities with lower valuations and higher profitability ratios, the fund seeks to enhance long-term performance. It combines the benefits of traditional indexing (diversification, low turnover, and transparency) with an adaptive investment approach that leverages market price information to make informed decisions.

Classification

Asset Class
Equity
Category
Size and Style
Focus
Total Market
Niche
Broad-based
Strategy
Active
Geography
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Weighting Scheme
Proprietary
Selection Criteria
Proprietary

Analysis

Sector

Technology

23.85%

Financial Services

14.72%

Consumer Cyclical

13.99%

Industrials

11.65%

Energy

9.38%

Communication Services

8.72%

Healthcare

8.66%

Consumer Defensive

3.94%

Basic Materials

2.85%

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Asset

Holdings

Symbol

Ratio

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DFAC

Dimensional US Core Equity 2 ETF
5.20%
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NVDA

Nvidia
4.75%
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AAPL

Apple
4.42%
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MSFT

Microsoft
4.03%
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GOOGL

Alphabet A
2.51%
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AVUV

Avantis U.S. Small Cap Value ETF
2.33%

Symbol

Ratio

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AMZN

Amazon.com
1.92%
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META

Meta
1.84%
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WDC

Western Digital
1.27%
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XOM

Exxon Mobil
1.19%

Top 10 Weight 29.46%

10 Total Holdings

See all holdings

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