$816 Million is the total value of Clearwater Capital Advisors, LLC's 142 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 10.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $64,185,252 | +1.3% | 1,286,535 | +1.0% | 7.86% | +4.2% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $56,194,256 | -9.2% | 885,088 | -4.7% | 6.88% | -6.6% |
| JAGG | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders us | $47,011,047 | +99.8% | 1,062,877 | +108.6% | 5.76% | +105.5% |
| LRGF | Sell | ISHARES TRu s equity factr | $46,510,778 | -3.2% | 1,073,656 | -0.4% | 5.70% | -0.4% |
| ICSH | Buy | ISHARES TRblackrock ultra | $45,815,164 | +1.2% | 909,392 | +1.1% | 5.61% | +4.2% |
| INTF | Buy | ISHARES TRintl eqty factor | $44,648,224 | -3.4% | 1,727,204 | +0.2% | 5.47% | -0.6% |
| IGSB | Buy | ISHARES TR | $42,531,604 | +51.5% | 853,534 | +52.6% | 5.21% | +55.9% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $39,587,601 | +3.9% | 826,636 | +4.2% | 4.85% | +6.9% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $38,697,042 | +2.0% | 386,545 | +2.0% | 4.74% | +4.9% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $33,637,013 | -4.3% | 1,084,715 | +0.4% | 4.12% | -1.6% |
| MBB | New | ISHARES TRmbs etf | $32,630,174 | – | 367,457 | +100.0% | 4.00% | – |
| SMLF | Sell | ISHARES TRus sml cap eqt | $23,614,952 | -3.8% | 456,504 | -0.3% | 2.89% | -1.0% |
| MUB | Buy | ISHARES TRnational mun etf | $19,836,876 | +68.6% | 193,455 | +75.4% | 2.43% | +73.4% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $15,462,476 | -28.7% | 305,583 | -26.2% | 1.90% | -26.7% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $14,016,336 | -1.5% | 585,478 | +1.3% | 1.72% | +1.3% |
| EMGF | Buy | ISHARES INCemng mkts eqt | $13,044,401 | -0.9% | 318,934 | +0.7% | 1.60% | +1.9% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $13,020,369 | -9.2% | 483,849 | +1.6% | 1.60% | -6.6% |
| SNSR | Sell | GLOBAL X FDSinternet of thng | $11,890,138 | -17.5% | 388,186 | -6.8% | 1.46% | -15.1% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $10,811,596 | -5.5% | 261,024 | -0.1% | 1.32% | -2.8% |
| IEMG | Sell | ISHARES INCcore msci emkt | $10,607,764 | -4.6% | 222,899 | -1.2% | 1.30% | -1.8% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $10,171,414 | -4.6% | 223,892 | -4.7% | 1.25% | -1.9% |
| AAPL | Sell | APPLE INC | $8,952,749 | -12.7% | 52,291 | -1.1% | 1.10% | -10.2% |
| FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $8,915,982 | -13.4% | 107,746 | -7.3% | 1.09% | -11.0% |
| BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $8,531,713 | -20.0% | 345,134 | -7.0% | 1.04% | -17.7% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $8,306,781 | -4.5% | 122,736 | +0.2% | 1.02% | -1.7% |
| EZM | Sell | WISDOMTREE TRus midcap fund | $7,498,510 | -4.4% | 147,783 | -0.3% | 0.92% | -1.6% |
| ARKF | Sell | ARK ETF TRfintech innova | $7,191,911 | -8.3% | 371,483 | -0.9% | 0.88% | -5.7% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $6,770,983 | -18.2% | 243,036 | +0.1% | 0.83% | -15.8% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $6,437,505 | -13.6% | 23,640 | -10.2% | 0.79% | -11.0% |
| WCLD | Sell | WISDOMTREE TR | $6,323,309 | -7.5% | 213,409 | -1.0% | 0.78% | -4.8% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $5,085,009 | -2.9% | 190,664 | +1.7% | 0.62% | -0.2% |
| GIGB | Buy | GOLDMAN SACHS ETF TRaccess invt gr | $4,947,582 | +35.7% | 114,501 | +42.1% | 0.61% | +39.6% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $4,881,938 | -9.1% | 79,394 | -6.0% | 0.60% | -6.6% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $4,744,624 | +3.1% | 46,127 | +4.3% | 0.58% | +6.0% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $4,692,861 | -7.2% | 46,863 | -7.6% | 0.58% | -4.5% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $4,430,185 | -3.2% | 137,370 | +1.4% | 0.54% | -0.4% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $4,305,286 | -4.5% | 76,240 | -0.3% | 0.53% | -1.7% |
| ARKK | Buy | ARK ETF TRinnovation etf | $4,206,806 | -8.8% | 106,045 | +1.4% | 0.52% | -6.4% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,541,294 | +3.2% | 47,123 | +3.9% | 0.43% | +6.1% |
| GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $3,213,290 | -5.6% | 112,098 | -1.6% | 0.39% | -3.0% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $3,040,114 | -9.0% | 36,093 | -5.7% | 0.37% | -6.5% |
| XT | Sell | ISHARES TRexponential tech | $2,949,187 | -8.7% | 56,487 | -2.8% | 0.36% | -6.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,673,285 | -13.7% | 7,462 | -11.0% | 0.33% | -11.1% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $2,357,823 | -3.8% | 70,236 | -1.5% | 0.29% | -1.0% |
| MSFT | Sell | MICROSOFT CORP | $2,231,486 | -7.5% | 7,067 | -0.2% | 0.27% | -4.9% |
| GSIE | Sell | GOLDMAN SACHS ETF TRactivebeta int | $2,223,151 | -4.8% | 74,031 | -0.6% | 0.27% | -2.2% |
| FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $2,193,356 | -12.2% | 22,668 | -8.1% | 0.27% | -9.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,149,978 | -23.3% | 5,007 | -20.3% | 0.26% | -21.3% |
| DBEF | Sell | DBX ETF TRxtrack msci eafe | $1,821,815 | -2.7% | 52,201 | -1.4% | 0.22% | 0.0% |
| SGOV | Sell | ISHARES TR0-3 mnth treasry | $1,793,339 | -96.4% | 17,814 | -96.4% | 0.22% | -96.3% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $1,716,242 | -27.5% | 30,598 | -24.2% | 0.21% | -25.5% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,518,178 | -3.7% | 44,705 | +1.1% | 0.19% | -1.1% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,511,610 | -12.2% | 7,761 | -7.2% | 0.18% | -9.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,466,305 | -3.2% | 3,430 | +0.4% | 0.18% | 0.0% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,347,036 | -2.1% | 27,558 | +1.5% | 0.16% | +0.6% |
| DTD | Sell | WISDOMTREE TRus total dividnd | $1,232,222 | -4.5% | 20,479 | -1.4% | 0.15% | -1.9% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,215,443 | -18.2% | 16,714 | -15.7% | 0.15% | -15.8% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $1,192,333 | -5.9% | 14,702 | -2.5% | 0.15% | -3.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,187,904 | -6.7% | 4,764 | -2.2% | 0.15% | -3.9% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,086,022 | -5.5% | 11,513 | -0.2% | 0.13% | -2.9% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $1,040,337 | -18.4% | 4,585 | -15.4% | 0.13% | -16.4% |
| AMZN | Sell | AMAZON COM INC | $962,553 | -10.7% | 7,572 | -8.4% | 0.12% | -7.8% |
| SHM | SPDR SER TRnuveen blmbrg sh | $877,908 | -1.7% | 18,990 | 0.0% | 0.11% | +1.9% | |
| CLOU | Sell | GLOBAL X FDS | $835,092 | -6.7% | 44,349 | -1.7% | 0.10% | -4.7% |
| RING | Sell | ISHARES INCmsci gbl gold mn | $774,036 | -12.6% | 37,393 | -1.7% | 0.10% | -10.4% |
| TSLA | Buy | TESLA INC | $760,169 | +14.5% | 3,038 | +19.8% | 0.09% | +17.7% |
| IXN | Sell | ISHARES TRglobal tech etf | $682,860 | -9.5% | 11,806 | -2.7% | 0.08% | -6.7% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $679,143 | -8.7% | 11,552 | -2.5% | 0.08% | -6.7% |
| IBRX | IMMUNITYBIO INC | $666,873 | -39.2% | 394,599 | 0.0% | 0.08% | -37.4% | |
| DHS | Sell | WISDOMTREE TRus high dividend | $652,660 | -5.4% | 8,361 | -3.6% | 0.08% | -2.4% |
| LLY | Sell | ELI LILLY & CO | $637,574 | +9.0% | 1,187 | -4.8% | 0.08% | +11.4% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $634,276 | +0.6% | 12,640 | +0.6% | 0.08% | +4.0% |
| EEM | ISHARES TRmsci emg mkt etf | $635,891 | -4.1% | 16,756 | 0.0% | 0.08% | -1.3% | |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $626,213 | -25.7% | 3,820 | -21.2% | 0.08% | -23.0% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $597,558 | -7.8% | 21,190 | -5.9% | 0.07% | -5.2% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $589,180 | -37.6% | 20,930 | +551.4% | 0.07% | -36.3% |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $584,932 | -14.0% | 11,615 | 0.0% | 0.07% | -11.1% | |
| HD | Sell | HOME DEPOT INC | $580,148 | -3.0% | 1,920 | -0.3% | 0.07% | 0.0% |
| FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $572,073 | -12.5% | 8,831 | -10.0% | 0.07% | -10.3% |
| ITM | VANECK ETF TRUSTintrmdt muni etf | $537,712 | -4.3% | 12,193 | 0.0% | 0.07% | -1.5% | |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $531,893 | -6.1% | 10,308 | -8.0% | 0.06% | -3.0% |
| NVDA | Buy | NVIDIA CORPORATION | $521,988 | +4.3% | 1,200 | +1.4% | 0.06% | +6.7% |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $524,481 | -12.2% | 13,278 | +82.0% | 0.06% | -9.9% |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $511,194 | -5.2% | 16,955 | +379.5% | 0.06% | -1.6% |
| MCD | Sell | MCDONALDS CORP | $491,580 | -18.2% | 1,866 | -7.3% | 0.06% | -16.7% |
| AMGN | AMGEN INC | $484,575 | +21.1% | 1,803 | 0.0% | 0.06% | +22.9% | |
| PEP | Sell | PEPSICO INC | $456,980 | -10.0% | 2,697 | -1.6% | 0.06% | -6.7% |
| FYC | Sell | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $456,347 | -17.4% | 8,097 | -11.8% | 0.06% | -15.2% |
| DTH | WISDOMTREE TRitl high div fd | $460,331 | -2.0% | 12,718 | 0.0% | 0.06% | 0.0% | |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $448,033 | -7.7% | 2,109 | -4.3% | 0.06% | -5.2% |
| HEFA | Sell | ISHARES TRhdg msci eafe | $440,664 | -4.1% | 14,640 | -1.2% | 0.05% | -1.8% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $407,203 | -9.5% | 10,764 | -9.8% | 0.05% | -7.4% |
| GDXJ | Sell | VANECK ETF TRUSTjunior gold mine | $403,327 | -9.7% | 12,514 | -0.1% | 0.05% | -7.5% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $386,719 | -2.4% | 10,318 | -0.4% | 0.05% | 0.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $374,655 | -19.8% | 903 | -14.5% | 0.05% | -17.9% |
| CSCO | Sell | CISCO SYS INC | $374,170 | +0.2% | 6,960 | -3.6% | 0.05% | +4.5% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $368,485 | -32.9% | 2,796 | -31.3% | 0.04% | -30.8% |
| GSST | Sell | GOLDMAN SACHS ETF TRaces ultra shr | $367,359 | -0.0% | 7,356 | -0.1% | 0.04% | +2.3% |
| DON | WISDOMTREE TRus midcap divid | $351,970 | -2.6% | 8,593 | 0.0% | 0.04% | 0.0% | |
| ASML | ASML HOLDING N V | $341,423 | -18.8% | 580 | 0.0% | 0.04% | -16.0% | |
| VLUE | Sell | ISHARES TRmsci usa value | $345,553 | -5.3% | 3,809 | -2.1% | 0.04% | -2.3% |
| IJS | ISHARES TRsp smcp600vl etf | $339,215 | -6.2% | 3,802 | 0.0% | 0.04% | -2.3% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $335,031 | +11.9% | 2,541 | +2.6% | 0.04% | +13.9% |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $330,776 | -3.6% | 8,436 | 0.0% | 0.04% | 0.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $337,762 | -6.8% | 1,577 | 0.0% | 0.04% | -4.7% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $336,288 | -9.9% | 960 | -12.3% | 0.04% | -6.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $324,402 | +7.8% | 2,479 | -1.4% | 0.04% | +11.1% |
| KKR | KKR & CO INC | $298,452 | +10.0% | 4,845 | 0.0% | 0.04% | +15.6% | |
| PHO | Sell | INVESCO EXCHANGE TRADED FD Twater res etf | $300,840 | -7.3% | 5,657 | -1.7% | 0.04% | -5.1% |
| USMV | Sell | ISHARES TRmsci usa min vol | $303,273 | -10.8% | 4,190 | -8.4% | 0.04% | -9.8% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $299,556 | -4.7% | 656 | 0.0% | 0.04% | 0.0% | |
| FSMB | Sell | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $290,775 | -9.1% | 15,000 | -7.4% | 0.04% | -5.3% |
| IBB | ISHARES TRishares biotech | $286,648 | -3.7% | 2,344 | 0.0% | 0.04% | 0.0% | |
| BX | Sell | BLACKSTONE INC | $282,718 | -1.0% | 2,639 | -14.1% | 0.04% | +2.9% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $273,653 | -4.1% | 8,250 | -2.5% | 0.03% | 0.0% |
| ABBV | Buy | ABBVIE INC | $277,103 | +14.9% | 1,859 | +3.9% | 0.03% | +17.2% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $262,610 | -4.5% | 5,248 | -3.7% | 0.03% | -3.0% |
| EES | Sell | WISDOMTREE TRus smallcap fund | $258,409 | -6.7% | 5,972 | -3.4% | 0.03% | -3.0% |
| FB | Sell | META PLATFORMS INCcl a | $251,576 | -2.2% | 838 | -6.5% | 0.03% | 0.0% |
| CVNA | Sell | CARVANA COcl a | $245,164 | -28.4% | 5,840 | -55.8% | 0.03% | -26.8% |
| FEM | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $246,726 | -1.5% | 11,822 | 0.0% | 0.03% | 0.0% | |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $242,466 | – | 5,482 | +100.0% | 0.03% | – |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $233,400 | -6.7% | 2,259 | -4.2% | 0.03% | -3.3% |
| EEMV | ISHARES INCmsci emerg mrkt | $237,888 | -3.0% | 4,459 | 0.0% | 0.03% | 0.0% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $238,935 | -0.2% | 12,451 | 0.0% | 0.03% | 0.0% | |
| IJK | ISHARES TRs&p mc 400gr etf | $231,963 | -3.7% | 3,211 | 0.0% | 0.03% | -3.4% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $225,720 | -9.6% | 1,007 | -2.1% | 0.03% | -6.7% |
| SPGP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $224,816 | -15.4% | 2,464 | -15.8% | 0.03% | -12.5% |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $222,672 | – | 13,917 | +100.0% | 0.03% | – |
| IMCB | ISHARES TRmrgstr md cp etf | $217,776 | -5.6% | 3,646 | 0.0% | 0.03% | 0.0% | |
| PSTG | Sell | PURE STORAGE INCcl a | $210,194 | -8.6% | 5,901 | -5.5% | 0.03% | -3.7% |
| GPN | New | GLOBAL PMTS INC | $208,972 | – | 1,811 | +100.0% | 0.03% | – |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $216,154 | -29.9% | 1,038 | -25.9% | 0.03% | -29.7% |
| FXE | INVESCO CURRENCYSHARES EURO | $207,320 | -3.1% | 2,122 | 0.0% | 0.02% | 0.0% | |
| LAZR | LUMINAR TECHNOLOGIES INC | $168,951 | -33.9% | 37,132 | 0.0% | 0.02% | -30.0% | |
| GNOM | Buy | GLOBAL X FDSgenomic biotech | $139,777 | -15.0% | 13,744 | +1.3% | 0.02% | -15.0% |
| NNDM | Sell | NANO DIMENSION LTDsponsord ads new | $105,950 | -12.7% | 38,952 | -7.3% | 0.01% | -7.1% |
| PACB | Sell | PACIFIC BIOSCIENCES CALIF IN | $99,232 | -40.3% | 11,884 | -5.0% | 0.01% | -40.0% |
| MCRB | Sell | SERES THERAPEUTICS INC | $25,935 | -56.2% | 10,897 | -11.9% | 0.00% | -57.1% |
| CGEN | Sell | COMPUGEN LTDord | $11,072 | -25.2% | 11,905 | -8.3% | 0.00% | -50.0% |
| RCAT | Sell | RED CAT HLDGS INC | $12,113 | -29.8% | 12,500 | -13.8% | 0.00% | -50.0% |
| NVTA | Exit | INVITAE CORP | $0 | – | -10,234 | -100.0% | -0.00% | – |
| PGX | Exit | INVESCO EXCH TRADED FD TR IIpfd etf | $0 | – | -10,660 | -100.0% | -0.01% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -4,116 | -100.0% | -0.02% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -1,800 | -100.0% | -0.02% | – |
| EXC | Exit | EXELON CORP | $0 | – | -5,180 | -100.0% | -0.02% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,421 | -100.0% | -0.02% | – |
| FXH | Exit | FIRST TR EXCHANGE TRADED FDhlth care alph | $0 | – | -2,000 | -100.0% | -0.03% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -5,291 | -100.0% | -0.03% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -764 | -100.0% | -0.04% | – |
| FMHI | Exit | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $0 | – | -17,232 | -100.0% | -0.10% | – |
| FPEI | Exit | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $0 | – | -228,410 | -100.0% | -0.46% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -716,637 | -100.0% | -1.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TRUST LRGCP GWT ALPHAD | 30 | Q3 2023 | 5.4% |
| X TRACKERS | 30 | Q3 2023 | 4.3% |
| WISDOMTREE U S | 30 | Q3 2023 | 4.4% |
| WISDOMTREE TRUST | 30 | Q3 2023 | 4.8% |
| SCHWAB US | 30 | Q3 2023 | 5.2% |
| VANGUARD INDEX FDS | 30 | Q3 2023 | 3.2% |
| SCHWAB STRATEGIC TR | 30 | Q3 2023 | 2.8% |
| ISHARES TR | 30 | Q3 2023 | 2.4% |
| FIRST TRUST | 30 | Q3 2023 | 3.3% |
| WISDOMTREE U S | 30 | Q3 2023 | 3.3% |
View Clearwater Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-11-03 |
View Clearwater Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.