Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Financials
10.2%$18.3M
Healthcare
0.4%$796,283
Industrials
0.3%$468,293
Technology
0.2%$426,833
Consumer Staples
0.1%$211,591
Energy
0.1%$158,405
Utilities
0.0%$19,279
Real Estate
0.0%$5,717

Filing History

View all filings →

Top 20 Holdings — Jun 2023

#IssuerTickerSharesValue% of Portfolio
1PROCTER & GAMBLE CO COM742718109119,795$17.8M10.18%
2VANGUARD HIGH DIV YLD ETF921946406167,160$17.6M10.08%
3INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFIVZ101,050$14.6M8.36%
4VANGUARD VALUE ETF922908744104,162$14.4M8.23%
5VANGUARD S&P 500 ETF SHS92290836329,738$11.2M6.39%
6ISHARES TRUST ISHARES 0-3 MONTH TREASURY46436E718104,680$10.5M6.02%
7VANGUARD DIV APP ETF92190884468,074$10.5M5.99%
8VANGUARD 500 VAL IDX FD ETF92193270363,978$9.4M5.37%
9VANGUARD STAR FD TL INTL STK F ETF921909768138,081$7.6M4.36%
10VANGUARD FTSE DEVELOPED MKTS ETF921943858165,572$7.5M4.28%
11SPDR SERIES TRUST S&P DIVID ETF78464A76359,084$7.3M4.18%
12ISHARES TRUST SELECT DIVID ETF46428716855,540$6.5M3.72%
13VANGUARD MEGA GRWTH IND ETF92191081625,381$5.2M2.97%
14VANGUARD MEGA CAP VAL ETF92191084044,535$4.5M2.57%
15ISHARES TRUST GLOBAL 100 ETF46428757243,702$3.1M1.75%
16ISHARES TRUST RUS 1000 ETF46428762213,376$3.0M1.72%
17SPDR S&P500 ETF TRUST TR UNIT ETFSPY6,235$2.6M1.46%
18SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66327,633$2.5M1.45%
19ISHARES TRUST CORE S&P500 ETF4642872005,779$2.4M1.36%
20VANGUARD TOTAL STK MKT ETF92290876910,017$2.0M1.17%