$158 Million is the total value of Clear Perspectives Financial Planning, LLC's 187 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PG | New | PROCTER & GAMBLE CO COM | $14,243,000 | – | 102,365 | +100.0% | 9.02% | – |
| VIG | New | VANGUARD DIV APP ETFdiv app etf | $12,564,000 | – | 88,997 | +100.0% | 7.96% | – |
| VUG | New | VANGUARD GROWTH ETFgrowth etf | $11,887,000 | – | 46,922 | +100.0% | 7.53% | – |
| BSV | New | VANGUARD SHORT TRM BOND ETFshort trm bond etf | $11,264,000 | – | 135,874 | +100.0% | 7.14% | – |
| SCHP | New | SCHWAB STRATEGIC TR US TIPS ETFus tips etf | $9,930,000 | – | 159,959 | +100.0% | 6.29% | – |
| SCHR | New | SCHWAB STRATEGIC TR INTERMED-TERM US TREAS ETFintermed-term us treas etf | $9,075,000 | – | 155,878 | +100.0% | 5.75% | – |
| VGIT | New | VANGUARD INTER TERM TREAS ETFinter term treas etf | $7,751,000 | – | 111,648 | +100.0% | 4.91% | – |
| VTIP | New | VANGUARD STRM INFPROIDX ETFstrm infproidx etf | $6,167,000 | – | 120,681 | +100.0% | 3.91% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFs&p500 eql wgt etf | $6,162,000 | – | 48,317 | +100.0% | 3.90% | – |
| MGK | New | VANGUARD MEGA GRWTH IND ETFmega grwth ind etf | $5,056,000 | – | 24,814 | +100.0% | 3.20% | – |
| VV | New | VANGUARD LARGE CAP ETFlarge cap etf | $4,711,000 | – | 26,809 | +100.0% | 2.98% | – |
| QQQ | New | INVESCO QQQ TRUST UNIT SER 1 ETFunit ser 1 etf | $4,508,000 | – | 14,367 | +100.0% | 2.86% | – |
| SPTI | New | SPDR SERIES TRUST PORTFLI INTRMDIT ETFportfli intrmdit etf | $4,239,000 | – | 128,215 | +100.0% | 2.69% | – |
| IOO | New | ISHARES TRUST GLOBAL 100 ETFglobal 100 etf | $4,124,000 | – | 65,548 | +100.0% | 2.61% | – |
| IEI | New | ISHARES TRUST 3 7 YR TREAS BD ETF3 7 yr treas bd etf | $3,713,000 | – | 27,925 | +100.0% | 2.35% | – |
| IWB | New | ISHARES TRUST RUS 1000 ETFrus 1000 etf | $3,103,000 | – | 14,647 | +100.0% | 1.97% | – |
| TIP | New | ISHARES TRUST TIPS BD ETFtips bd etf | $2,815,000 | – | 22,053 | +100.0% | 1.78% | – |
| VOO | New | VANGUARD S&P 500 ETF SHS | $2,801,000 | – | 8,150 | +100.0% | 1.78% | – |
| SPY | New | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit etf | $2,740,000 | – | 7,327 | +100.0% | 1.74% | – |
| IVV | New | ISHARES TRUST CORE S&P500 ETFcore s&p500 etf | $2,484,000 | – | 6,617 | +100.0% | 1.57% | – |
| VXF | New | VANGUARD EXTEND MKT ETFextend mkt etf | $2,025,000 | – | 12,298 | +100.0% | 1.28% | – |
| VTI | New | VANGUARD TOTAL STK MKT ETFtotal stk mkt etf | $1,785,000 | – | 9,173 | +100.0% | 1.13% | – |
| SCHO | New | SCHWAB STRATEGIC TR SHORT-TERM US TREASURY ETFshort-term us treasury etf | $1,724,000 | – | 33,540 | +100.0% | 1.09% | – |
| IWF | New | ISHARES TRUST RUS 1000 GRW ETFrus 1000 grw etf | $1,586,000 | – | 6,576 | +100.0% | 1.00% | – |
| SUSA | New | ISHARES TRUST MSCI USA ESG SLC ETFmsci usa esg slc etf | $1,571,000 | – | 19,084 | +100.0% | 1.00% | – |
| SCHG | New | SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETFus large-cap growth etf | $1,480,000 | – | 11,522 | +100.0% | 0.94% | – |
| VGSH | New | VANGUARD SHORT TERM TREAS ETFshort term treas etf | $1,318,000 | – | 21,397 | +100.0% | 0.84% | – |
| VOT | New | VANGUARD MCAP GR IDXVIP ETFmcap gr idxvip etf | $1,252,000 | – | 5,902 | +100.0% | 0.79% | – |
| OEF | New | ISHARES TRUST S&P 100 ETFs&p 100 etf | $1,006,000 | – | 5,862 | +100.0% | 0.64% | – |
| VT | New | VANGUARD TT WRLD ST ETFtt wrld st etf | $873,000 | – | 9,428 | +100.0% | 0.55% | – |
| TIPX | New | SPDR SERIES TRUST BLOMBERG 1 10 YR ETFblomberg 1 10 yr etf | $863,000 | – | 41,275 | +100.0% | 0.55% | – |
| EFG | New | ISHARES TRUST EAFE GRWTH ETFeafe grwth etf | $862,000 | – | 8,542 | +100.0% | 0.55% | – |
| DSI | New | ISHARES TRUST MSCI KLD400 SOC ETFmsci kld400 soc etf | $834,000 | – | 11,654 | +100.0% | 0.53% | – |
| IVW | New | ISHARES TRUST S&P 500 GRWT ETFs&p 500 grwt etf | $518,000 | – | 8,116 | +100.0% | 0.33% | – |
| VSGX | New | VANGUARD ESG INTL STK ETFesg intl stk etf | $508,000 | – | 8,569 | +100.0% | 0.32% | – |
| AOA | New | ISHARES TRUST AGGRES ALLOC ETFaggres alloc etf | $474,000 | – | 7,391 | +100.0% | 0.30% | – |
| VOE | New | VANGUARD MCAP VL IDXVIP ETFmcap vl idxvip etf | $389,000 | – | 3,266 | +100.0% | 0.25% | – |
| QTEC | New | FIRST TRUST PORTFOLIOS SHS ETF | $365,000 | – | 2,645 | +100.0% | 0.23% | – |
| VB | New | VANGUARD SMALL CP ETFsmall cp etf | $365,000 | – | 1,873 | +100.0% | 0.23% | – |
| SPTS | New | SPDR SERIES TRUST PORTFOLIO SH TSR ETFportfolio sh tsr etf | $353,000 | – | 11,505 | +100.0% | 0.22% | – |
| XITK | New | SPDR SERIES TRUST FACTST INV ETFfactst inv etf | $333,000 | – | 1,549 | +100.0% | 0.21% | – |
| RGEN | New | REPLIGEN CORP COM | $333,000 | – | 1,736 | +100.0% | 0.21% | – |
| IWV | New | ISHARES TRUST RUSSELL 3000 ETFrussell 3000 etf | $324,000 | – | 1,451 | +100.0% | 0.20% | – |
| QUAL | New | ISHARES TRUST MSCI USA QUALITY FACTOR ETFmsci usa quality factor etf | $322,000 | – | 2,769 | +100.0% | 0.20% | – |
| XLP | New | SELECT SECTOR SPDR TRUST SBI CONS STPLS ETFsbi cons stpls etf | $320,000 | – | 4,740 | +100.0% | 0.20% | – |
| ACWI | New | ISHARES TRUST MSCI ACWI ETFmsci acwi etf | $281,000 | – | 3,100 | +100.0% | 0.18% | – |
| VHT | New | VANGUARD HEALTH CAR ETFhealth car etf | $268,000 | – | 1,199 | +100.0% | 0.17% | – |
| VYM | New | VANGUARD HIGH DIV YLD ETFhigh div yld etf | $261,000 | – | 2,853 | +100.0% | 0.16% | – |
| VO | New | VANGUARD MID CAP ETFmid cap etf | $248,000 | – | 1,201 | +100.0% | 0.16% | – |
| CNC | New | CENTENE CORPORATION COM | $247,000 | – | 4,118 | +100.0% | 0.16% | – |
| SPLV | New | INVESCO EXCHANGE TRADED FUND T S&P500 LOW VOL ETFs&p500 low vol etf | $233,000 | – | 4,143 | +100.0% | 0.15% | – |
| VBK | New | VANGUARD SML CP GRW ETFsml cp grw etf | $213,000 | – | 796 | +100.0% | 0.14% | – |
| GOVT | New | ISHARES TRUST US TREAS BD ETFus treas bd etf | $207,000 | – | 7,606 | +100.0% | 0.13% | – |
| RTX | New | RAYTHEON TECH CORP COM | $178,000 | – | 2,483 | +100.0% | 0.11% | – |
| AOM | New | ISHARES TRUST MODERT ALLOC ETFmodert alloc etf | $163,000 | – | 3,777 | +100.0% | 0.10% | – |
| OXY | New | OCCIDENTAL PETROLEUM CORP COM | $161,000 | – | 9,300 | +100.0% | 0.10% | – |
| CINF | New | CINCINNATI FINANCIAL CORP COM | $153,000 | – | 1,755 | +100.0% | 0.10% | – |
| VCEB | New | VANGUARD ESG U.S. CORPORATE BOND ETFesg u.s. corporate bond etf | $152,000 | – | 2,000 | +100.0% | 0.10% | – |
| SHY | New | ISHARES TRUST 1 3 YR TREAS BD ETF1 3 yr treas bd etf | $151,000 | – | 1,745 | +100.0% | 0.10% | – |
| MSFT | New | MICROSOFT CORP COM | $137,000 | – | 614 | +100.0% | 0.09% | – |
| JNJ | New | JOHNSON & JOHNSON COM | $134,000 | – | 850 | +100.0% | 0.08% | – |
| ESGD | New | ISHARES TRUST ESG AWARE MSCI EAFE ETFesg aware msci eafe etf | $123,000 | – | 1,688 | +100.0% | 0.08% | – |
| VIS | New | VANGUARD INDUSTRIAL ETFindustrial etf | $119,000 | – | 700 | +100.0% | 0.08% | – |
| AMZN | New | AMAZON COM INC COM | $114,000 | – | 35 | +100.0% | 0.07% | – |
| PEP | New | PEPSICO INC COM | $105,000 | – | 708 | +100.0% | 0.07% | – |
| CARR | New | CARRIER GLOBAL CORPORATION COM | $92,000 | – | 2,442 | +100.0% | 0.06% | – |
| SPLG | New | SPDR SERIES TRUST PORTFOLIO S&P 500 ETFportfolio s&p 500 etf | $92,000 | – | 2,102 | +100.0% | 0.06% | – |
| VIGI | New | VANGUARD INTL DVD ETFintl dvd etf | $85,000 | – | 1,050 | +100.0% | 0.05% | – |
| OTIS | New | OTIS WORLDWIDE CORP COM | $83,000 | – | 1,231 | +100.0% | 0.05% | – |
| DX | New | DYNEX CAPITAL INC COM USD0.01(POST REV SPLT) | $84,000 | – | 4,700 | +100.0% | 0.05% | – |
| ESGE | New | ISHARES INC ESG AWARE MSCI EM ETFesg aware msci em etf | $84,000 | – | 2,000 | +100.0% | 0.05% | – |
| IGSB | New | ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD1-5 year invt grade corp bd etf | $76,000 | – | 1,375 | +100.0% | 0.05% | – |
| SCHA | New | SCHWAB STRATEGIC TR US SMALL-CAP ETFus small-cap etf | $72,000 | – | 814 | +100.0% | 0.05% | – |
| TCEHY | New | TENCENT HOLDINGS LIMITED ADR UNSPONSOREDadr unsponsored | $72,000 | – | 1,005 | +100.0% | 0.05% | – |
| IJK | New | ISHARES TRUST S&P MC 400GR ETFs&p mc 400gr etf | $71,000 | – | 985 | +100.0% | 0.04% | – |
| V | New | VISA INC COM CL A | $68,000 | – | 310 | +100.0% | 0.04% | – |
| ACWV | New | ISHARES INC MSCI GBL MIN VOL ETFmsci gbl min vol etf | $61,000 | – | 633 | +100.0% | 0.04% | – |
| VPU | New | VANGUARD UTILITIES ETFutilities etf | $62,000 | – | 454 | +100.0% | 0.04% | – |
| MRK | New | MERCK & CO INC COM | $61,000 | – | 745 | +100.0% | 0.04% | – |
| XOM | New | EXXON MOBIL CORPORATION COM | $62,000 | – | 1,500 | +100.0% | 0.04% | – |
| LBRDK | New | LIBERTY BROADBAND CORP COM | $61,000 | – | 385 | +100.0% | 0.04% | – |
| CSCO | New | CISCO SYSTEMS INC COM | $60,000 | – | 1,345 | +100.0% | 0.04% | – |
| MA | New | MASTERCARD INCORPORATED COM CL A | $54,000 | – | 150 | +100.0% | 0.03% | – |
| GOOGL | New | ALPHABET INC COM CL A | $53,000 | – | 30 | +100.0% | 0.03% | – |
| EFAV | New | ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETFmsci eafe min vol factor etf | $50,000 | – | 685 | +100.0% | 0.03% | – |
| IBB | New | ISHARES TRUST NASDAQ BIOTECH ETFnasdaq biotech etf | $45,000 | – | 300 | +100.0% | 0.03% | – |
| SBUX | New | STARBUCKS CORP COM | $44,000 | – | 414 | +100.0% | 0.03% | – |
| GOOG | New | ALPHABET INC COM CL C | $44,000 | – | 25 | +100.0% | 0.03% | – |
| IVE | New | ISHARES TRUST S&P 500 VAL ETFs&p 500 val etf | $43,000 | – | 336 | +100.0% | 0.03% | – |
| YUM | New | YUM BRANDS INC COM | $41,000 | – | 376 | +100.0% | 0.03% | – |
| SDG | New | ISHARES TRUST MSCI GLOBAL IMP ETFmsci global imp etf | $41,000 | – | 435 | +100.0% | 0.03% | – |
| TSLA | New | TESLA INC COM | $39,000 | – | 55 | +100.0% | 0.02% | – |
| VTEB | New | VANGUARD TAX-EXEMPT BOND INDEX FUND ETFtax-exempt bond index fund etf | $39,000 | – | 712 | +100.0% | 0.02% | – |
| SPTM | New | SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF | $39,000 | – | 848 | +100.0% | 0.02% | – |
| SPYG | New | SPDR SERIES TRUST PRTFLO S&P500 GW ETFprtflo s&p500 gw etf | $39,000 | – | 710 | +100.0% | 0.02% | – |
| BKNG | New | BOOKING HOLDINGS INC COM | $38,000 | – | 17 | +100.0% | 0.02% | – |
| FITB | New | FIFTH THIRD BANCORP COM | $38,000 | – | 1,385 | +100.0% | 0.02% | – |
| XLV | New | SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETFsbi healthcare etf | $37,000 | – | 329 | +100.0% | 0.02% | – |
| SLQD | New | ISHARES TRUST 0-5YR INVT GR CP ETF0-5yr invt gr cp etf | $37,000 | – | 700 | +100.0% | 0.02% | – |
| LSXMK | New | LIBERTY MEDIA CORPORATION COM | $34,000 | – | 792 | +100.0% | 0.02% | – |
| New | KONINKLIJKE AHOLD DELHAIZE NV COM | $31,000 | – | 1,096 | +100.0% | 0.02% | – | |
| XLI | New | SELECT SECTOR SPDR TRUST SBI INT-INDS ETFsbi int-inds etf | $31,000 | – | 350 | +100.0% | 0.02% | – |
| KR | New | KROGER CO COM | $30,000 | – | 945 | +100.0% | 0.02% | – |
| NSC | New | NORFOLK SOUTHERN CORP COM | $30,000 | – | 128 | +100.0% | 0.02% | – |
| EMNT | New | PIMCO ETF TRUST ENHANCD SHORT ETFenhancd short etf | $30,000 | – | 300 | +100.0% | 0.02% | – |
| ESGV | New | VANGUARD ESG US STK ETFesg us stk etf | $28,000 | – | 400 | +100.0% | 0.02% | – |
| SPSM | New | SPDR SERIES TRUST PORTFOLIO S&P 600 SM CAP ETFportfolio s&p 600 sm cap etf | $29,000 | – | 820 | +100.0% | 0.02% | – |
| T | New | AT&T INC COM | $29,000 | – | 1,000 | +100.0% | 0.02% | – |
| SUB | New | ISHARES TRUST SHRT NAT MUN ETFshrt nat mun etf | $27,000 | – | 250 | +100.0% | 0.02% | – |
| AAPL | New | APPLE INC COM | $27,000 | – | 204 | +100.0% | 0.02% | – |
| VWO | New | VANGUARD FTSE EMR MKT ETFftse emr mkt etf | $25,000 | – | 500 | +100.0% | 0.02% | – |
| MNST | New | MONSTER BEVERAGE CORP COM | $25,000 | – | 270 | +100.0% | 0.02% | – |
| SJM | New | SMUCKER (JM) CO COM | $24,000 | – | 205 | +100.0% | 0.02% | – |
| HUM | New | HUMANA INC COM | $23,000 | – | 57 | +100.0% | 0.02% | – |
| MUB | New | ISHARES TRUST NATIONAL MUN ETFnational mun etf | $23,000 | – | 200 | +100.0% | 0.02% | – |
| LSXMA | New | LIBERTY MEDIA CORPORATION COM | $24,000 | – | 546 | +100.0% | 0.02% | – |
| JPM | New | JP MORGAN CHASE & CO COM | $22,000 | – | 175 | +100.0% | 0.01% | – |
| AMGN | New | AMGEN INC COM | $21,000 | – | 90 | +100.0% | 0.01% | – |
| TLT | New | ISHARES TRUST 20 YR TR BD ETF20 yr tr bd etf | $20,000 | – | 125 | +100.0% | 0.01% | – |
| LBRDA | New | LIBERTY BROADBAND CORP COM | $21,000 | – | 136 | +100.0% | 0.01% | – |
| DISCK | New | DISCOVERY INC COM | $20,000 | – | 777 | +100.0% | 0.01% | – |
| YUMC | New | YUM CHINA HOLDINGS INC COM | $21,000 | – | 376 | +100.0% | 0.01% | – |
| COST | New | COSTCO WHOLESALE CORP COM | $19,000 | – | 50 | +100.0% | 0.01% | – |
| BAB | New | INVESCO EXCHANGE TRADED FUND T TAXABLE MUN BD ETFtaxable mun bd etf | $17,000 | – | 500 | +100.0% | 0.01% | – |
| CGC | New | CANOPY GROWTH CORPORATION COM | $18,000 | – | 719 | +100.0% | 0.01% | – |
| MCD | New | MCDONALD'S CORPORATION COM | $18,000 | – | 82 | +100.0% | 0.01% | – |
| D | New | DOMINION ENERGY INC COM | $18,000 | – | 245 | +100.0% | 0.01% | – |
| INTC | New | INTEL CORP COM | $18,000 | – | 370 | +100.0% | 0.01% | – |
| IJR | New | ISHARES TRUST CORE S&P SCP ETFcore s&p scp etf | $18,000 | – | 200 | +100.0% | 0.01% | – |
| DISCA | New | DISCOVERY INC COM | $15,000 | – | 509 | +100.0% | 0.01% | – |
| NFLX | New | NETFLIX INC COM | $15,000 | – | 28 | +100.0% | 0.01% | – |
| XLRE | New | SELECT SECTOR SPDR TRUST RL EST SEL SEC ETFrl est sel sec etf | $15,000 | – | 400 | +100.0% | 0.01% | – |
| MMM | New | 3M COMPANY COM | $16,000 | – | 90 | +100.0% | 0.01% | – |
| LLY | New | ELI LILLY AND COMPANY COM | $14,000 | – | 80 | +100.0% | 0.01% | – |
| IBM | New | INTERNATIONAL BUS MACH CORP COM | $14,000 | – | 112 | +100.0% | 0.01% | – |
| UL | New | UNILEVER PLC ADR SPONSOREDadr sponsored | $13,000 | – | 210 | +100.0% | 0.01% | – |
| SPIB | New | SPDR SERIES TRUST PORTFOLIO INTRMD ETFportfolio intrmd etf | $12,000 | – | 328 | +100.0% | 0.01% | – |
| PFE | New | PFIZER INC COM | $12,000 | – | 315 | +100.0% | 0.01% | – |
| VEA | New | VANGUARD FTSE DEV MKT ETFftse dev mkt etf | $13,000 | – | 271 | +100.0% | 0.01% | – |
| NVS | New | NOVARTIS AG ADR SPONSOREDadr sponsored | $11,000 | – | 116 | +100.0% | 0.01% | – |
| PAVE | New | GLOBAL X FDS US INFR DEV ETFus infr dev etf | $11,000 | – | 500 | +100.0% | 0.01% | – |
| SPDW | New | SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETFportfolio devlpd etf | $9,000 | – | 255 | +100.0% | 0.01% | – |
| CUT | New | INVESCO EXCHANGE TRADED FUND T MSCI GBL TIMBR ETFmsci gbl timbr etf | $9,000 | – | 281 | +100.0% | 0.01% | – |
| EXPE | New | EXPEDIA GROUP INC COM | $10,000 | – | 77 | +100.0% | 0.01% | – |
| TAN | New | INVESCO EXCHANGE TRADED FUND T SOLAR ETFsolar etf | $10,000 | – | 100 | +100.0% | 0.01% | – |
| WWW | New | WOLVERINE WORLD WIDE INC COM | $10,000 | – | 326 | +100.0% | 0.01% | – |
| GPC | New | GENUINE PARTS CO COM | $10,000 | – | 95 | +100.0% | 0.01% | – |
| ESG | New | FLEXSHARES TRUST STOX ESG INDEX ETFstox esg index etf | $9,000 | – | 100 | +100.0% | 0.01% | – |
| HYG | New | ISHARES TRUST IBOXX HI YD ETFiboxx hi yd etf | $9,000 | – | 98 | +100.0% | 0.01% | – |
| TRV | New | TRAVELERS COMPANIES INC COM | $10,000 | – | 70 | +100.0% | 0.01% | – |
| FWONK | New | LIBERTY MEDIA CORPORATION COM | $8,000 | – | 198 | +100.0% | 0.01% | – |
| ADX | New | ADAMS DIVERSIFIED EQUITY FD COM | $8,000 | – | 456 | +100.0% | 0.01% | – |
| RWR | New | SPDR SERIES TRUST DJ REIT ETFdj reit etf | $7,000 | – | 78 | +100.0% | 0.00% | – |
| CNXC | New | CONCENTRIX CORPORATION COM | $6,000 | – | 62 | +100.0% | 0.00% | – |
| CLNC | New | COLONY CREDIT REAL ESTATE INC COM USD0.01 CL A | $7,000 | – | 969 | +100.0% | 0.00% | – |
| USMV | New | ISHARES TRUST MSCI USA MIN VOL FACTOR ETFmsci usa min vol factor etf | $7,000 | – | 100 | +100.0% | 0.00% | – |
| VEU | New | VANGUARD ALLWRLD EX US ETFallwrld ex us etf | $7,000 | – | 125 | +100.0% | 0.00% | – |
| AGG | New | ISHARES TRUST CORE US AGGBD ET ETFcore us aggbd et etf | $4,000 | – | 33 | +100.0% | 0.00% | – |
| FWONA | New | LIBERTY MEDIA CORPORATION COM | $5,000 | – | 136 | +100.0% | 0.00% | – |
| VXUS | New | VANGUARD STAR FD TL INTL STK F ETFstar fd tl intl stk f etf | $5,000 | – | 75 | +100.0% | 0.00% | – |
| FL | New | FOOT LOCKER INC COM | $4,000 | – | 100 | +100.0% | 0.00% | – |
| IWD | New | ISHARES TRUST RUS 1000 VAL ETFrus 1000 val etf | $5,000 | – | 35 | +100.0% | 0.00% | – |
| RWX | New | SPDR INDEX SHARES FUNDS DJ INTL RL ETFdj intl rl etf | $5,000 | – | 157 | +100.0% | 0.00% | – |
| GOLD | New | BARRICK GOLD CORPORATION COM | $4,000 | – | 164 | +100.0% | 0.00% | – |
| SNX | New | SYNNEX CORP COM | $5,000 | – | 62 | +100.0% | 0.00% | – |
| HON | New | HONEYWELL INTERNATIONAL INC COM | $4,000 | – | 19 | +100.0% | 0.00% | – |
| XLY | New | SELECT SECTOR SPDR TRUST SBI CONS DISCR ETFsbi cons discr etf | $3,000 | – | 20 | +100.0% | 0.00% | – |
| CI | New | CIGNA CORPORATION COM | $3,000 | – | 15 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC COM | $1,000 | – | 38 | +100.0% | 0.00% | – |
| ALC | New | ALCON AG COM | $2,000 | – | 23 | +100.0% | 0.00% | – |
| SDY | New | SPDR SERIES TRUST S&P DIVID ETFs&p divid etf | $2,000 | – | 19 | +100.0% | 0.00% | – |
| MJ | New | ETF MANAGERS TRUST ETFMG ALTR HRVSTetfmg altr hrvst | $1,000 | – | 52 | +100.0% | 0.00% | – |
| DUK | New | DUKE ENERGY CORP COM | $2,000 | – | 26 | +100.0% | 0.00% | – |
| DIS | New | WALT DISNEY COMPANY (THE) COM | $1,000 | – | 8 | +100.0% | 0.00% | – |
| C | New | CITIGROUP INC COM | $1,000 | – | 17 | +100.0% | 0.00% | – |
| CIEN | New | CIENA CORP COM | $1,000 | – | 16 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORP UNITSunits | $2,000 | – | 104 | +100.0% | 0.00% | – |
| IEF | New | ISHARES TRUST BARCLAYS 7 10 YR ETFbarclays 7 10 yr etf | $1,000 | – | 11 | +100.0% | 0.00% | – |
| MJNA | New | MEDICAL MARIJUANA INC COM | $0 | – | 1,000 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC COM | $0 | – | 1 | +100.0% | 0.00% | – |
| TGC | New | TENGASCO COM | $0 | – | 40 | +100.0% | 0.00% | – |
| FB | New | FACEBOOK INC COM CL A | $0 | – | 1 | +100.0% | 0.00% | – |
| GTX | New | GARRETT MOTION INC COM | $0 | – | 1 | +100.0% | 0.00% | – |
| MDM | New | MOUNTAIN PROVINCE DIAMONDS INC COM | $0 | – | 195 | +100.0% | 0.00% | – |
| GE | New | GENERAL ELECTRIC CO COM | $0 | – | 10 | +100.0% | 0.00% | – |
| HEMP | New | HEMP INC COM | $0 | – | 1,000 | +100.0% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC COM | $0 | – | 3 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-01
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.