Clear Perspective Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Clear Perspective Advisors, LLC 13F Holdings
CIK 0001704677 · Aurora, IL
As of Dec 31, 2021, Clear Perspective Advisors, LLC reported
181 positions worth $329.5K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 1,011,305 | $56.5K | 17.14% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 296,111 | $23.9K | 7.27% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | — | 392,649 |
|
9.6K5.96% |
| VANGUARD 500 INDEX FUND | VOO | — | 32,562 |
4.2K | 4.31% |
| MOTLEY FOOL 100 INDEX ETF | TMFC | — | 319,773 |
4.1K | 4.29% |
| APPLE INC | AAPL | Technology | 72,742 |
2.9K | 3.92% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 31,482 | $9.4K | 2.86% |
| MICROSOFT CORP | MSFT | Technology | 27,870 | $9.4K | 2.85% |
| ALPHABET INC | GOOG | Equity | 2,321 | $6.7K | 2.04% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 107,906 | $5.9K | 1.80% |
| AMAZON.COM INC | AMZN | Equity | 1,772 | $5.9K | 1.79% |
| NVIDIA CORP | NVDA | Technology | 18,327 | $5.4K | 1.64% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 15,604 | $5.0K | 1.52% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 14,029 | $4.0K | 1.21% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 32,926 | $3.8K | 1.14% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 15,472 | $3.5K | 1.06% |
| INVESCO EXCH TRADED FD TR II | — | — | 40,603 | $3.2K | 0.97% |
| VISA INC-CLASS A SHARES | V | Financial Services | 14,725 | $3.2K | 0.97% |
| MASTERCARD INC | MA | Financial Services | 8,761 | $3.1K | 0.96% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 45,493 | $3.0K | 0.92% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 33,851 | $2.9K | 0.87% |
| VANECK OIL SERVICES ETF | OIH | — | 15,124 | $2.8K | 0.85% |
| VANGUARD VALUE INDEX FUND | VTV | — | 18,352 | $2.7K | 0.82% |
| META PLATFORMS INC | META | Communication Services | 7,672 | $2.6K | 0.78% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 44,122 | $2.4K | 0.74% |