Clear Perspectives Financial Planning, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001841174 · CINCINNATI, OH

As of Mar 31, 2023, Clear Perspectives Financial Planning, LLC reported 197 positions worth 78.4M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
PROCTER & GAMBLE CO	PG	Consumer Defensive	119,795	7.8M	9.99%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND	VYM	—	167,160	7.6M	9.89%
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	—	101,050	4.6M	8.19%
VANGUARD VALUE INDEX FUND	VTV	—	104,162	4.4M	8.07%
VANGUARD 500 INDEX FUND	VOO	—	29,738	1.2M	6.27%
ISHARES 0-3 MONTH TREASURY BOND ETF	SGOV	—	104,680	0.5M	5.90%
VANGUARD DIVIDEND APPREC ETF	VIG	—	68,074	0.5M	5.88%
VANGUARD S&P 500 VALUE INDEX FUND	VOOV	—	63,978	$9.4M	5.26%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND	VXUS	—	138,081	$7.6M	4.27%
VANGUARD TAX-MANAGED FUNDS	VEA	—	165,572	$7.5M	4.19%
STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF	SDY	—	59,084	$7.3M	4.10%
ISHARES SELECT DIVIDEND ETF	DVY	—	55,540	$6.5M	3.65%
VANGUARD WORLD FUND	MGK	—	25,381	$5.2M	2.91%
VANGUARD MEGA CAP VALUE INDEX FUND	MGV	—	44,535	$4.5M	2.52%
ISHARES GLOBAL 100 ETF	IOO	—	43,702	$3.1M	1.72%
ISHARES RUSSELL 1000 ETF	IWB	—	13,376	$3.0M	1.69%
SPDR S&P 500 ETF TRUST	SPY	—	6,235	$2.6M	1.43%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF	BIL	—	27,633	$2.5M	1.42%
ISHARES CORE S&P 500 ETF	IVV	—	5,779	$2.4M	1.33%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	10,017	$2.0M	1.15%
VANGUARD LARGE-CAP INDEX FUND	VV	—	9,072	.7M	0.95%
INVESCO S&P 500 LOW VOLATILITY ETF	SPLV	—	26,675	.7M	0.93%
INVESCO QQQ TRUST SERIES 1	QQQ	—	5,077	.6M	0.91%
ISHARES S&P 100 ETF	OEF	—	5,712	.1M	0.60%
VANGUARD GROWTH INDEX FUND	VUG	—	4,237	.1M	0.59%