$213 Million is the total value of Clear Perspective Advisors, LLC's 137 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GIS | Exit | GENERAL MILLS INC COM | $0 | – | -3,290 | -100.0% | -0.11% | – |
VDE | Exit | VANGUARD WORLD FDSvanguard world fds vanguard energy etf | $0 | – | -4,450 | -100.0% | -0.12% | – |
DVY | Exit | ISHARES TR SELECT DIVID ETF FDselect divid etf | $0 | – | -5,127 | -100.0% | -0.23% | – |
GD | Exit | GENERAL DYNAMICS CORP COM | $0 | – | -3,289 | -100.0% | -0.27% | – |
IWD | Exit | ISHARES TR RUSSELL 1000 VALUE ETFrus 1000 val etf | $0 | – | -7,998 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS S&P 500 ETF SHS NEW | 21 | Q4 2021 | 12.4% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 21 | Q4 2021 | 7.0% |
APPLE INC COM | 21 | Q4 2021 | 3.9% |
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF | 21 | Q4 2021 | 3.6% |
ALPHABET INC-CL C | 21 | Q4 2021 | 6.1% |
Microsoft Corporation | 21 | Q4 2021 | 2.8% |
VANGUARD INDEX FDS VANGUARD GROWTH ETF | 21 | Q4 2021 | 2.4% |
VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD | 21 | Q4 2021 | 6.3% |
Mastercard Incorporated | 21 | Q4 2021 | 2.4% |
ISHARES TR CORE S&P MID-CAP ETF | 21 | Q4 2021 | 2.8% |
View Clear Perspective Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-02-17 |
13F-HR | 2021-11-12 |
13F-HR | 2021-08-13 |
13F-HR | 2021-05-14 |
13F-HR | 2021-02-16 |
13F-HR | 2020-11-04 |
13F-HR | 2020-08-14 |
13F-HR | 2020-05-13 |
13F-HR | 2020-02-10 |
13F-HR | 2019-11-14 |
View Clear Perspective 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.