CP

Clear Perspectives Financial Planning, LLC

13F
Clear Perspectives Financial Planning, LLC
Last update 2023-05-12 197 Stocks (7 new)
Value $178.00 Mil Turnover 27 %
Countries:
Clear Perspectives Financial P... Top Holdings of 2023-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
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)

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Clear Perspectives Financial Planning, LLC's Asset Allocation

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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

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