CP
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Clear Perspectives Financial Planning, LLC13F | |
| Clear Perspectives Financial Planning, LLC | |
| Last update 2023-05-12 | 197 Stocks (7 new) |
| Value $178.00 Mil | Turnover 27 % |
Clear Perspectives Financial P... Top Holdings of 2023-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PG | Procter & Gamble Co | 119,795 | 17,812.3 | +10.54% | 9.990 | +0.95% | 0.010 | -5.05% | -3.74% | 371,187.9 | Consumer Packaged Goods | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 167,160 | 17,635.4 | -20.60% | 9.890 | -2.50% | 0.040 | +12.64% | +7.58% | 59,244.6 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 101,050 | 14,613.9 | -0.91% | 8.190 | -0.07% | 0.040 | +14.28% | +7.03% | 74,612.5 | ||
VTV | Vanguard Value ETF | 104,162 | 14,385.8 | -5.83% | 8.070 | -0.48% | 0.010 | +10.79% | +6.85% | 134,245.4 | ||
VOO | Vanguard S&P 500 ETF | 29,738 | 11,183.6 | +137.66% | 6.270 | +3.63% | 0.000 | +19.71% | +7.97% | 658,032.1 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 104,680 | 10,528.7 | -28.79% | 5.900 | -2.25% | 0.100 | +1.08% | +2.38% | 51,420.8 | ||
VIG | Vanguard Dividend Appreciation FTF | 68,074 | 10,484.1 | +565.37% | 5.880 | +5.00% | 0.020 | +12.73% | +6.65% | 89,713.3 | ||
VOOV | Vanguard S&P 500 Value ETF | 63,978 | 9,385.6 | +1,321.10% | 5.260 | +4.89% | 0.290 | +12.23% | +5.03% | 5,350.8 | ||
VXUS | Vanguard Total International Stock | 138,081 | 7,623.5 | New Holding | 4.270 | +4.27% | 0.010 | +13.01% | +19.69% | 92,835.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 165,572 | 7,478.9 | +102,739.75% | 4.190 | +4.19% | 0.010 | +12.11% | +21.29% | 160,177.0 |
Clear Perspectives Financial Planning, LLC's Historical Top Holdings Breakdowns
Clear Perspectives Financial Planning, LLC Total Holding History ($B)
Clear Perspectives Financial Planning, LLC's Asset Allocation
Clear Perspectives Financial Planning, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Clear Perspectives Financial Planning, LLC's Hypothetical Growth since 2023-03-31
Clear Perspectives Financial Planning, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Clear Perspectives Financial Planning, LLC's Holdings Heat Map
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Clear Perspectives Financial Planning, LLC's Holdings Bubble Chart
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