Clear Perspectives Financial Planning, LLC Reduced Holdings in Q1 2023

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
FDL
First Tr Morningstar Dividend

ETFs
-157K
- 99.75%
$33.91 - $38.26 $5.31M - $5.99M
390 $13K
HDV
Ishares Core High Dividend ETF

ETFs
-50.6K
- 90.43%
$97.23 - $106.66 $4.92M - $5.39M
5.35K $544K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-43.4K
- 20.6%
$100.82 - $111.44 $4.37M - $4.83M
167K $17.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-42.3K
- 28.79%
$100.08 - $100.58 $4.23M - $4.26M
105K $10.5M
DVY
Ishares Tr

ETFs
-31.9K
- 36.48%
$110.68 - $126.38 $3.53M - $4.03M
55.5K $6.51M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-194K
- 99.2%
$18.83 - $21.76 $3.66M - $4.23M
1.57K $31K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-35.8K
- 56.4%
$91.4 - $91.84 $3.27M - $3.28M
27.6K $2.54M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-57.8K
- 99.83%
$39.67 - $46.11 $2.29M - $2.67M
100 $4K
VTV
Vanguard Value ETF

ETFs
-6.45K
- 5.83%
$132.13 - $144.96 $852K - $935K
104K $14.4M
MGV
Vanguard Mega Cap Value

ETFs
-9.72K
- 17.91%
$97.0 - $105.37 $943K - $1.02M
44.5K $4.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.98K
- 35.11%
$69.12 - $73.78 $344K - $367K
9.2K $668K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.49K
- 2.46%
$117.74 - $132.18 $176K - $197K
59.1K $7.31M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.03K
- 7.08%
$59.48 - $65.02 $121K - $132K
26.7K $1.66M
IWD
Ishares Russell 1000 Val ETF

ETFs
-690
- 37.95%
$145.2 - $161.56 $100K - $111K
1.13K $171K
PFE
Pfizer Inc

Healthcare
-1.84K
- 85.35%
$39.39 - $51.28 $72.3K - $94.1K
315 $12K
CNC
Centene Corp

Healthcare
-300
- 7.29%
$62.55 - $79.73 $18.8K - $23.9K
3.82K $241K
VV
Vanguard Large Cap ETF

ETFs
-930
- 9.3%
$172.79 - $190.36 $161K - $177K
9.07K $1.69M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-600
- 50.0%
$58.86 - $64.29 $35.3K - $38.6K
600 $36K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-800
- 54.24%
$44.61 - $48.99 $35.7K - $39.2K
675 $32K
VOE
Vanguard Mid Cap Value Index F

ETFs
-188
- 25.13%
$126.74 - $147.12 $23.8K - $27.7K
560 $75K
CIVB
Civista Bancshares, Inc.

Financial Services
-1K
- 75.87%
$16.7 - $22.59 $16.7K - $22.6K
318 $5K
ABBV
Abb Vie Inc.

Healthcare
-120
- 51.72%
$144.61 - $166.54 $17.4K - $20K
112 $17K
VHT
Vanguard Health Care ETF

ETFs
-37
- 3.61%
$228.23 - $249.0 $8.44K - $9.21K
987 $235K
VIS
Vanguard Industrial ETF

ETFs
-100
- 50.0%
$181.58 - $196.87 $18.2K - $19.7K
100 $19K
GLD
Spdr Gold Trust

ETFs
-116
- 42.8%
$168.35 - $185.74 $19.5K - $21.5K
155 $28K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-405
- 80.2%
$34.62 - $41.83 $14K - $16.9K
100 $3K
IEFA
Ishares Tr

ETFs
-169
- 88.48%
$62.17 - $67.7 $10.5K - $11.4K
22 $1K
IVW
Ishares S&P 500 Growth ETF

ETFs
-124
- 53.91%
$57.25 - $63.89 $7.1K - $7.92K
106 $6K
COP
Conocophillips

Energy
-3
- 0.8%
$94.39 - $124.65 $283 - $374
374 $37K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-171
- 22.18%
$39.82 - $46.36 $6.81K - $7.93K
600 $25K
IVE
Ishares S&P 500 Value ETF

ETFs
-54
- 13.85%
$144.21 - $159.47 $7.79K - $8.61K
336 $50K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-21
- 12.28%
$70.28 - $78.03 $1.48K - $1.64K
150 $10K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-32
- 8.08%
$92.27 - $107.68 $2.95K - $3.45K
364 $35K
DUK
Duke Energy Corp

Utilities
-3
- 0.94%
$91.55 - $105.65 $275 - $317
316 $30K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-31
- 0.2%
$31.9 - $35.83 $989 - $1.11K
15.8K $527K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-52
- 9.96%
$46.97 - $51.65 $2.44K - $2.69K
470 $23K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.99%
$293.51 - $320.37 $587 - $641
200 $61K
VO
Vanguard Mid Cap ETF

ETFs
-30
- 4.54%
$200.2 - $225.98 $6.01K - $6.78K
631 $133K
IEMG
Ishares Inc

ETFs
-43
- 13.48%
$46.2 - $52.12 $1.99K - $2.24K
276 $13K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-41
- 47.13%
$32.38 - $35.79 $1.33K - $1.47K
46 $1K
META
Meta Platforms, Inc.

Communication Services
-4
- 80.0%
$124.74 - $211.94 $499 - $848
1 $0
AOA
Ishares Tr Core Aggressive All

ETFs
-35
- 3.16%
$59.87 - $64.81 $2.1K - $2.27K
1.07K $68K
TSLA
Tesla, Inc.

Consumer Cyclical
-6
- 4.88%
$108.1 - $214.24 $649 - $1.29K
117 $24K
VXF
Vanguard Extended Market ETF

ETFs
-10
- 0.71%
$132.1 - $153.03 $1.32K - $1.53K
1.39K $195K
GOOGL
Alphabet Inc.

Communication Services
-9
- 1.48%
$86.2 - $107.74 $776 - $970
600 $62K
AMZN
Amazon Com Inc

Consumer Cyclical
-2
- 0.28%
$83.12 - $112.91 $166 - $226
700 $72K
OEF
Ishares S&P 100 ETF

ETFs
-143
- 2.44%
$168.71 - $187.04 $24.1K - $26.7K
5.71K $1.07M
VTI
Vanguard Total Stock Market Et

ETFs
-100
- 0.99%
$189.85 - $210.01 $19K - $21K
10K $2.04M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2
- 0.05%
$209.92 - $244.33 $420 - $489
4.18K $1.02M
Activity Summary
Buys All Purchases 23 New Holdings 7 Increased Positions 16 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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