CP

Clear Perspective Advisors, LLC

13F
Clear Perspective Advisors, LLC
Last update 2022-02-18 181 Stocks (21 new)
Value $329.00 Mil Turnover 10 %
Countries:
Top Holdings: SPLG(17.14%)SCHD(7.27%)LMBS(5.96%)VOO(4.31%)TMFC(4.29%)
Summary Stock Picks Current Portfolio
Clear Perspective Advisors, LL... Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
1,011,305
56,461.0
+20.67%
17.140
+2.94%
0.360
+25.30%
+6.51%
72,126.6
 
SCHD
Schwab US Dividend Equity ETF
296,111
23,935.0
+1.68%
7.270
+0.12%
0.070
+13.44%
+1.89%
71,172.7
 
LMBS
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
392,649
19,629.0
-7.77%
5.960
-0.57%
0.350
+1.63%
+3.09%
5,095.8
 
VOO
Vanguard S&P 500 ETF
32,562
14,215.0
-1.95%
4.310
-0.09%
0.000
+25.23%
+6.53%
651,240.4
 
TMFC
Motley Fool 100 Index ETF
319,773
14,118.0
+4.34%
4.290
+0.18%
2.460
+28.77%
+6.77%
1,476.4
 
AAPL
Apple Inc
72,742
12,917.0
+5.97%
3.920
+0.22%
0.000
+21.96%
-15.93%
3,136,672.8
Hardware
BRK.B
Berkshire Hathaway Inc
31,482
9,413.0
+5.15%
2.860
+0.14%
0.000
-3.08%
+5.34%
1,029,554.6
Insurance
MSFT
Microsoft Corp
27,870
9,373.0
+14.98%
2.850
+0.37%
0.000
+40.32%
+18.28%
3,691,149.9
Software
GOOG
Alphabet Inc
46,420
6,716.0
+24.05%
2.040
+0.40%
0.000
+19.64%
-7.81%
2,120,182.4
Interactive Media
VTEB
Vanguard Tax-Exempt Bond ETF
107,906
5,925.0
+3.85%
1.800
+0.07%
0.040
+2.26%
-0.81%
35,602.7
 

Clear Perspective Advisors, LLC's Historical Top Holdings Breakdowns

Clear Perspective Advisors, LLC Total Holding History ($B)

To

Clear Perspective Advisors, LLC's Asset Allocation

To

Clear Perspective Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Clear Perspective Advisors, LLC's Hypothetical Growth since 2021-12-31

Clear Perspective Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Clear Perspective Advisors, LLC's Holdings Heat Map

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Clear Perspective Advisors, LLC's Holdings Bubble Chart

Clear Perspective Advisors, LLC News

  • 1

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