Clear Retirement Advice LLC

CIK 2112984 · View on SEC EDGAR ↗

Portfolio value: $146.0M
Positions: 54
As of: June 30, 2026

Portfolio value QoQ: +14.7% 13F does not disclose cash

Top 10 holdings weight: 68.75%
Top 25 holdings weight: 91.88%
Positions above 1%: 20
Effective number of positions: 16.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.72% Est. buys $10,890,003 · sells $980,071

New positions: 0
Increased: 16
Decreased: 15
Closed: 0

On this page

Sector breakdown How the portfolio splits across market sectors.
Portfolio Every stock this institution reports holding, from its latest 13F.
Top moves The biggest position increases and decreases this quarter.

Sector breakdown

Technology

1.3%

Communication Services

0.9%

Financial Services

0.8%

Retail

0.5%

Healthcare

0.2%

Industrials

0.2%

Financials

0.2%

Other/Unmapped

95.9%

Full portfolio 54 positions

					Streak
SCHO	$16,171,239	11.07%	669,894	$1,655,760	Up ×2
SPDW	$15,553,451	10.65%	308,661	$2,713,966	Up ×2
ITOT	$14,886,387	10.19%	90,621	$2,993,014	Up ×2
TBLL	$12,872,257	8.81%	121,931	$992,463	Up ×2
VBR	$8,429,653	5.77%	34,691	$1,323,135	Up ×2
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$7,958,436	5.45%	151,850	$966,401	Up ×2
VBK	$7,162,126	4.90%	19,585	$1,543,451	Up ×1
VWO	$6,316,277	4.33%	105,818	$1,070,999	Up ×1
SGOL	$5,600,122	3.83%	146,485	$170,894	Up ×2
SPYV	$5,445,727	3.73%	89,583	$922,570	Up ×2
VTI	$5,159,468	3.53%	13,943	$722,987	Up ×2
SPYG	$4,585,159	3.14%	38,534	$901,290	Up ×2
VEA	$2,996,846	2.05%	42,061	$261,719	Down ×2
VCSH Vanguard Short-Term Corporate Bond ETF	$2,780,354	1.90%	35,181	$-16,371	Down ×1
SCHF	$2,419,290	1.66%	87,339	$226,465	Down ×2
SCHB	$2,295,659	1.57%	79,270	$289,742	Down ×1
IEMG	$2,171,797	1.49%	26,217	$333,203	Down ×1
IAU	$2,109,825	1.44%	27,941	$-355,217	Down ×2
SCHV	$1,997,154	1.37%	57,373	$227,086	Down ×2
AAPL Apple Inc. - Common Stock	$1,888,074	1.29%	6,525	$-433,343	Down ×1
SLYG	$1,418,752	0.97%	11,909	$258,167	Down ×1
VGT	$1,074,724	0.74%	8,992	$290,487	Up ×1
SHY iShares 1-3 Year Treasury Bond ETF	$995,994	0.68%	12,130	$287,461	Up ×1
SCHG	$992,751	0.68%	29,337	$115,717	Down ×1
SLYV	$884,991	0.61%	8,111	$99,410	Down ×2
VTV	$838,595	0.57%	3,848	$83,029	Down ×1
VTWV Vanguard Russell 2000 Value ETF	$706,125	0.48%	3,613	$101,959
V Visa Inc.	$687,209	0.47%	2,003	$81,822
GOOGL Alphabet Inc. - Class A Common Stock	$677,931	0.46%	1,897	$132,430
GOOG Alphabet Inc. - Class C Capital Stock	$654,367	0.45%	1,852	$123,102
SPY SPY	$652,677	0.45%	874	$84,280
SCHH	$573,885	0.39%	24,235	$53,075
MA Mastercard Incorporated Common Stock	$528,494	0.36%	1,029	$14,344
XLI XLI	$440,292	0.30%	2,377	$55,860
VUG	$409,940	0.28%	4,759	$668	Up ×1
XLY XLY	$393,123	0.27%	3,352	$27,822
XLK XLK	$391,519	0.27%	2,055	$109,106	Down ×1
SPEM	$383,793	0.26%	7,412	$33,985	Down ×1
ITM	$354,868	0.24%	7,552	$4,229
XLV XLV	$354,764	0.24%	2,236	$26,944
MUB	$346,214	0.24%	3,217	$4,729
RSP	$323,198	0.22%	1,519	$31,672
XLU XLU	$301,602	0.21%	6,652	$-3,658
VOX	$300,758	0.21%	1,635	$6,720
EFG	$290,023	0.20%	2,331	$30,420
AZO AutoZone, Inc. Common Stock	$284,439	0.19%	89	$-16,183
IWO	$275,378	0.19%	699	$53,514	Down ×2
JNJ Johnson & Johnson Common Stock	$274,796	0.19%	1,082	$10,312
FAST Fastenal Company - Common Stock	$273,483	0.19%	5,694	$9,281
XLP XLP	$249,210	0.17%	3,000	$3,270
BRKB	$226,677	0.16%	453	$23,975	Up ×1
HD Home Depot, Inc. (The) Common Stock	$226,421	0.16%	642	$15,274
CB Chubb Limited Common Stock	$223,525	0.15%	656	$9,715
TJX TJX Companies, Inc. (The) Common Stock	$217,100	0.15%	1,433	$-11,750
No matches

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
ITOT	Bought more	+7K	+$3.0M
SPDW	Bought more	+27K	+$2.7M
SCHO	Bought more	+72K	+$1.7M
VBK	Bought more	+996	+$1.5M
VBR	Bought more	+2K	+$1.3M
VWO	Bought more	+9K	+$1.1M
TBLL	Bought more	+9K	+$992K
IGSB	Bought more	+19K	+$966K
SPYV	Bought more	+10K	+$923K
SPYG	Bought more	+909	+$901K