Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF | 10 | Q1 2023 | 8.8% |
PROCTER & GAMBLE CO COM | 10 | Q1 2023 | 10.0% |
VANGUARD HIGH DIV YLD ETF | 10 | Q1 2023 | 12.1% |
VANGUARD DIV APP ETF | 10 | Q1 2023 | 8.0% |
VANGUARD GROWTH ETF | 10 | Q1 2023 | 7.5% |
VANGUARD S&P 500 ETF SHS | 10 | Q1 2023 | 6.3% |
VANGUARD LARGE CAP ETF | 10 | Q1 2023 | 3.0% |
VANGUARD MEGA GRWTH IND ETF | 10 | Q1 2023 | 3.2% |
ISHARES TRUST RUS 1000 ETF | 10 | Q1 2023 | 2.0% |
ISHARES TRUST GLOBAL 100 ETF | 10 | Q1 2023 | 2.6% |
View Clear Perspectives Financial Planning, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-05-11 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-09 |
13F-HR | 2021-11-05 |
13F-HR | 2021-08-05 |
13F-HR | 2021-05-06 |
13F-HR | 2021-02-01 |
View Clear Perspectives Financial Planning, 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.