$247 Million is the total value of Clear Perspectives Financial Planning, LLC's 235 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | HAGERTY INC COM CL A | $85,000 | – | 6,000 | +100.0% | 0.03% | – | |
| SNSR | New | GLOBAL X FDS INTERNET OF THNG ETFinternet of thng etf | $65,000 | – | 1,650 | +100.0% | 0.03% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRUST ROBO GLB ETFrobo glb etf | $49,000 | – | 700 | +100.0% | 0.02% | – |
| SCHE | New | SCHWAB STRATEGIC TR EMRG MKTEQ ETFemrg mkteq etf | $31,000 | – | 1,050 | +100.0% | 0.01% | – |
| BND | New | VANGUARD TOTAL BND MRKT ETFtotal bnd mrkt etf | $23,000 | – | 272 | +100.0% | 0.01% | – |
| GLD | New | SPDR GOLD TRUST GOLD SHS ETF | $21,000 | – | 125 | +100.0% | 0.01% | – |
| ABC | New | AMERISOURCEBERGEN CORPORATION COM | $17,000 | – | 125 | +100.0% | 0.01% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO COM | $16,000 | – | 250 | +100.0% | 0.01% | – |
| SPYV | New | SPDR SERIES TRUST PRTFLO S&P500 VL ETFprtflo s&p500 vl etf | $11,000 | – | 252 | +100.0% | 0.00% | – |
| PGX | New | INVESCO EXCHANGE TRADED FUND T PFD ETFpfd etf | $8,000 | – | 532 | +100.0% | 0.00% | – |
| XBI | New | SPDR SERIES TRUST S&P BIOTECH ETFs&p biotech etf | $8,000 | – | 70 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES INC COM | $7,000 | – | 100 | +100.0% | 0.00% | – |
| SPEM | New | SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETFportfolio emg mk etf | $6,000 | – | 133 | +100.0% | 0.00% | – |
| New | ORION OFFICE REIT INC COM USD0.01 | $0 | – | 6 | +100.0% | 0.00% | – | |
| NKE | New | NIKE INC COM CL B | $1,000 | – | 5 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC COM | $0 | – | 22 | +100.0% | 0.00% | – | |
| DDD | New | 3 D SYSTEMS INC COM | $1,000 | – | 65 | +100.0% | 0.00% | – |
| CTXR | New | CITIUS PHARMACEUTICALS INC COM | $1,000 | – | 400 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-09
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.