| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US LARGE CAP GROWTH ETF | 3 | Q2 2024 | 8.6% |
| DOUBLELINE SHILLER CAPE US EQUTS ETF | 3 | Q2 2024 | 6.3% |
| INVSC QQQ TRUST SRS 1 ETF IV | 3 | Q2 2024 | 3.8% |
| SCHWAB US BROAD MARKET ETF | 3 | Q2 2024 | 3.4% |
| INNOVATOR US EQUITY POWER BUFFER ETF | 3 | Q2 2024 | 3.0% |
| SPDR S&P 500 ETF | 3 | Q2 2024 | 3.0% |
| SPDR S&P MIDCAP 400 ETF | 3 | Q2 2024 | 2.9% |
| WISDOMTREE FLOATING RATETREASRY ETF | 3 | Q2 2024 | 4.3% |
| PIMCO ENHANCED SHRT MATURTY ACTV ETF | 3 | Q2 2024 | 3.1% |
| APPLE INC | 3 | Q2 2024 | 2.0% |
View Clear Point Advisors Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-05-16 |
View Clear Point Advisors Inc.'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.