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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Clear Perspectives Financial Planning, Llc reports $178.37M in US-listed equity holdings across 197 positions in its most recent 13F filing. Its largest disclosed positions are PG (10.0%), VYM (9.9%) and RSP (8.2%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clear Perspectives Financial Planning, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1841174). View Clear Perspectives Financial Planning, Llc’s 13F filings on SEC