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Top 5 1st Quarter Trades of Clear Perspectives Financial Planning, LLC

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May 12, 2022
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Clear Perspectives Financial Planning, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

10300 ALLIANCE ROAD CINCINNATI, OH 45242

As of the latest 13F report, the guru’s equity portfolio contained 213 stocks valued at a total of $264,000,000. The top holdings were VYM(11.19%), VTIP(10.34%), and RSP(8.03%).

According to GuruFocus data, these were Clear Perspectives Financial Planning, LLC’s top five trades of the quarter.

Vanguard High Dividend Yield Indx ETF


During the quarter, Clear Perspectives Financial Planning, LLC bought 254,352 shares of ARCA:VYM for a total holding of 262,940. The trade had a 10.82% impact on the equity portfolio. During the quarter, the stock traded for an average price of $110.97.

On 05/12/2022, Vanguard High Dividend Yield Indx ETF traded for a price of $106.72 per share and a market cap of $43,742,951,000. The stock has returned 3.04% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Vanguard High Dividend Yield Indx ETF has a price-earnings ratio of 15.73 and a price-book ratio of 2.62.

SPDR Bloomberg 1-3 Month T-Bill ETF


The guru established a new position worth 224,059 shares in ARCA:BIL, giving the stock a 7.76% weight in the equity portfolio. Shares traded for an average price of $91.41 during the quarter.

On 05/12/2022, SPDR Bloomberg 1-3 Month T-Bill ETF traded for a price of $91.44 per share and a market cap of $16,970,350,000. The stock has returned -0.04% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

iShares Short Treasury Bond ETF


The guru established a new position worth 152,875 shares in NAS:SHV, giving the stock a 6.39% weight in the equity portfolio. Shares traded for an average price of $110.29 during the quarter.

On 05/12/2022, iShares Short Treasury Bond ETF traded for a price of $110.21 per share and a market cap of $18,014,925,000. The stock has returned -0.27% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Schwab U.S. Tips ETF


Clear Perspectives Financial Planning, LLC reduced their investment in ARCA:SCHP by 229,333 shares. The trade had a 5.83% impact on the equity portfolio. During the quarter, the stock traded for an average price of $60.94.

On 05/12/2022, Schwab U.S. Tips ETF traded for a price of $57.75 per share and a market cap of $16,288,388,000. The stock has returned -2.21% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

SPDR Bloomberg 1-10 Year TIPS ETF


Clear Perspectives Financial Planning, LLC reduced their investment in ARCA:TIPX by 419,263 shares. The trade had a 3.58% impact on the equity portfolio. During the quarter, the stock traded for an average price of $20.69.

On 05/12/2022, SPDR Bloomberg 1-10 Year TIPS ETF traded for a price of $19.96 per share and a market cap of $1,457,079,000. The stock has returned -1.38% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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