Clear Perspectives Financial Planning, LLC 13F Holdings · last filed Q1 2023
Clear Perspectives Financial Planning, LLC reported 197 securities worth $178.37M in its SEC 13F filing for Q1 2023 (period ended 2023-03-31). Top holdings: PG (9.99%), VYM (9.89%), RSP (8.19%). Among its top 25 positions this quarter: 1 new, 9 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PG | PROCTER & GAMBLE CO COM | $17.8M | 9.99% | 119,795 | Added |
| 2 | VYM | VANGUARD HIGH DIV YLD ETF | $17.6M | 9.89% | 167,160 | Trimmed |
| 3 | RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF | $14.6M | 8.19% | 101,050 | Trimmed |
| 4 | VTV | VANGUARD VALUE ETF | $14.4M | 8.07% | 104,162 | Trimmed |
| 5 | VOO | VANGUARD S&P 500 ETF SHS | $11.2M | 6.27% | 29,738 | Added |
| 6 | SGOV | ISHARES TRUST ISHARES 0-3 MONTH TREASURY | $10.5M | 5.90% | 104,680 | Trimmed |
| 7 | VIG | VANGUARD DIV APP ETF | $10.5M | 5.88% | 68,074 | Added |
| 8 | VOOV | VANGUARD 500 VAL IDX FD ETF | $9.4M | 5.26% | 63,978 | Added |
| 9 | VXUS | VANGUARD STAR FD TL INTL STK F ETF | $7.6M | 4.27% | 138,081 | New |
| 10 | VEA | VANGUARD FTSE DEVELOPED MKTS ETF | $7.5M | 4.19% | 165,572 | Added |
| 11 | SDY | SPDR SERIES TRUST S&P DIVID ETF | $7.3M | 4.10% | 59,084 | Trimmed |
| 12 | DVY | ISHARES TRUST SELECT DIVID ETF | $6.5M | 3.65% | 55,540 | Trimmed |
| 13 | MGK | VANGUARD MEGA GRWTH IND ETF | $5.2M | 2.91% | 25,381 | Added |
| 14 | MGV | VANGUARD MEGA CAP VAL ETF | $4.5M | 2.52% | 44,535 | Trimmed |
| 15 | IOO | ISHARES TRUST GLOBAL 100 ETF | $3.1M | 1.72% | 43,702 | Added |
| 16 | IWB | ISHARES TRUST RUS 1000 ETF | $3.0M | 1.69% | 13,376 | Trimmed |
| 17 | SPY | SPDR S&P500 ETF TRUST TR UNIT ETF | $2.6M | 1.43% | 6,235 | Added |
| 18 | BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2.5M | 1.42% | 27,633 | Trimmed |
| 19 | IVV | ISHARES TRUST CORE S&P500 ETF | $2.4M | 1.33% | 5,779 | Trimmed |
| 20 | VTI | VANGUARD TOTAL STK MKT ETF | $2.0M | 1.15% | 10,017 | Trimmed |
| 21 | VV | VANGUARD LARGE CAP ETF | $1.7M | 0.95% | 9,072 | Trimmed |
| 22 | SPLV | INVESCO EXCHANGE TRADED FUND T S&P500 LOW VOL ETF | $1.7M | 0.93% | 26,675 | Trimmed |
| 23 | QQQ | INVESCO QQQ TRUST UNIT SER 1 ETF | $1.6M | 0.91% | 5,077 | Trimmed |
| 24 | OEF | ISHARES TRUST S&P 100 ETF | $1.1M | 0.60% | 5,712 | Trimmed |
| 25 | VUG | VANGUARD GROWTH ETF | $1.1M | 0.59% | 4,237 | Added |
Source: SEC Form 13F filings · as of 2023-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR