StockDriftsStockDriftsTop 50 Clear Perspectives Financial Planning, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO COM | 9.99% | 119.8K | $17.8M | +10.54%(+11.42K) | — | 2023-03-31 | |
| VYM | VANGUARD HIGH DIV YLD ETF | 9.89% | 167.2K | $17.6M | -20.60%(-43.38K) | — | 2023-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF | 8.19% | 101.0K | $14.6M | -0.91%(-930) | — | 2023-03-31 | |
| VTV | VANGUARD VALUE ETF | 8.07% | 104.2K | $14.4M | -5.83%(-6.45K) | — | 2023-03-31 | |
| VOO | VANGUARD S&P 500 ETF SHS | 6.27% | 29.7K | $11.2M | +137.66%(+17.23K) | — | 2023-03-31 | |
| SGOV | ISHARES TRUST ISHARES 0-3 MONTH TREASURY | 5.9% | 104.7K | $10.5M | -28.79%(-42.31K) | — | 2023-03-31 | |
| VIG | VANGUARD DIV APP ETF | 5.88% | 68.1K | $10.5M | +565.37%(+57.84K) | — | 2023-03-31 | |
| VOOV | VANGUARD 500 VAL IDX FD ETF | 5.26% | 64.0K | $9.4M | +1321.10%(+59.48K) | — | 2023-03-31 | |
| VXUS | VANGUARD STAR FD TL INTL STK F ETF | 4.27% | 138.1K | $7.6M | new | — | 2023-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MKTS ETF | 4.19% | 165.6K | $7.5M | +102739.75%(+165.41K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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