Institutional Manager · CIK 0001841174
Clear Perspectives Financial Planning, LLC
CINCINNATI, OH · File #028-20504
Latest AUM
$178.4M
Positions
197
Top-10 Concentration
69.3%
Filings
2
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Jun 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PROCTER & GAMBLE CO COM | 742718109 | 119,795 | $17.8M | 10.18% |
| 2 | VANGUARD HIGH DIV YLD ETF | 921946406 | 167,160 | $17.6M | 10.08% |
| 3 | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF | IVZ | 101,050 | $14.6M | 8.36% |
| 4 | VANGUARD VALUE ETF | 922908744 | 104,162 | $14.4M | 8.23% |
| 5 | VANGUARD S&P 500 ETF SHS | 922908363 | 29,738 | $11.2M | 6.39% |
| 6 | ISHARES TRUST ISHARES 0-3 MONTH TREASURY | 46436E718 | 104,680 | $10.5M | 6.02% |
| 7 | VANGUARD DIV APP ETF | 921908844 | 68,074 | $10.5M | 5.99% |
| 8 | VANGUARD 500 VAL IDX FD ETF | 921932703 | 63,978 | $9.4M | 5.37% |
| 9 | VANGUARD STAR FD TL INTL STK F ETF | 921909768 | 138,081 | $7.6M | 4.36% |
| 10 | VANGUARD FTSE DEVELOPED MKTS ETF | 921943858 | 165,572 | $7.5M | 4.28% |
| 11 | SPDR SERIES TRUST S&P DIVID ETF | 78464A763 | 59,084 | $7.3M | 4.18% |
| 12 | ISHARES TRUST SELECT DIVID ETF | 464287168 | 55,540 | $6.5M | 3.72% |
| 13 | VANGUARD MEGA GRWTH IND ETF | 921910816 | 25,381 | $5.2M | 2.97% |
| 14 | VANGUARD MEGA CAP VAL ETF | 921910840 | 44,535 | $4.5M | 2.57% |
| 15 | ISHARES TRUST GLOBAL 100 ETF | 464287572 | 43,702 | $3.1M | 1.75% |
| 16 | ISHARES TRUST RUS 1000 ETF | 464287622 | 13,376 | $3.0M | 1.72% |
| 17 | SPDR S&P500 ETF TRUST TR UNIT ETF | SPY | 6,235 | $2.6M | 1.46% |
| 18 | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 78468R663 | 27,633 | $2.5M | 1.45% |
| 19 | ISHARES TRUST CORE S&P500 ETF | 464287200 | 5,779 | $2.4M | 1.36% |
| 20 | VANGUARD TOTAL STK MKT ETF | 922908769 | 10,017 | $2.0M | 1.17% |