Clear Retirement Advice LLC
CIK 2112984 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $146.0M
- Posisi
- 54
- Per tanggal
- 30 Juni 2026
#7.482 dari 9.443 berdasarkan nilai 13F · top 79.2%
Nilai portofolio QoQ: +14.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 68,75%
- Bobot 25 kepemilikan teratas
- 91,88%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 16,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,72% Perkiraan pembelian $10.890.003 · penjualan $980.071
- Posisi baru
- 0
- Meningkat
- 16
- Menurun
- 15
- Tertutup
- 0
Di halaman ini
Rincian sektor
Technology
1,3%
Communication Services
0,9%
Financial Services
0,8%
Retail
0,5%
Healthcare
0,2%
Industrials
0,2%
Financials
0,2%
Lainnya/Tidak terpetakan
95,9%
Portofolio lengkap 54 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHO | $16.171.239 | 11,07% | 669.894 | $1.655.760 | Naik ×2 | ||
| SPDW | $15.553.451 | 10,65% | 308.661 | $2.713.966 | Naik ×2 | ||
| ITOT | $14.886.387 | 10,19% | 90.621 | $2.993.014 | Naik ×2 | ||
| TBLL | $12.872.257 | 8,81% | 121.931 | $992.463 | Naik ×2 | ||
| VBR | $8.429.653 | 5,77% | 34.691 | $1.323.135 | Naik ×2 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $7.958.436 | 5,45% | 151.850 | $966.401 | Naik ×2 | ||
| VBK | $7.162.126 | 4,90% | 19.585 | $1.543.451 | Naik ×1 | ||
| VWO | $6.316.277 | 4,33% | 105.818 | $1.070.999 | Naik ×1 | ||
| SGOL | $5.600.122 | 3,83% | 146.485 | $170.894 | Naik ×2 | ||
| SPYV | $5.445.727 | 3,73% | 89.583 | $922.570 | Naik ×2 | ||
| VTI | $5.159.468 | 3,53% | 13.943 | $722.987 | Naik ×2 | ||
| SPYG | $4.585.159 | 3,14% | 38.534 | $901.290 | Naik ×2 | ||
| VEA | $2.996.846 | 2,05% | 42.061 | $261.719 | Turun ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $2.780.354 | 1,90% | 35.181 | $-16.371 | Turun ×1 | ||
| SCHF | $2.419.290 | 1,66% | 87.339 | $226.465 | Turun ×2 | ||
| SCHB | $2.295.659 | 1,57% | 79.270 | $289.742 | Turun ×1 | ||
| IEMG | $2.171.797 | 1,49% | 26.217 | $333.203 | Turun ×1 | ||
| IAU | $2.109.825 | 1,44% | 27.941 | $-355.217 | Turun ×2 | ||
| SCHV | $1.997.154 | 1,37% | 57.373 | $227.086 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $1.888.074 | 1,29% | 6.525 | $-433.343 | Turun ×1 | ||
| SLYG | $1.418.752 | 0,97% | 11.909 | $258.167 | Turun ×1 | ||
| VGT | $1.074.724 | 0,74% | 8.992 | $290.487 | Naik ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $995.994 | 0,68% | 12.130 | $287.461 | Naik ×1 | ||
| SCHG | $992.751 | 0,68% | 29.337 | $115.717 | Turun ×1 | ||
| SLYV | $884.991 | 0,61% | 8.111 | $99.410 | Turun ×2 | ||
| VTV | $838.595 | 0,57% | 3.848 | $83.029 | Turun ×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 | Naik ×1 | ||
| XLY XLY | $393.123 | 0,27% | 3.352 | $27.822 | |||
| XLK XLK | $391.519 | 0,27% | 2.055 | $109.106 | Turun ×1 | ||
| SPEM | $383.793 | 0,26% | 7.412 | $33.985 | Turun ×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 | Turun ×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 | Naik ×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 | |||
| Tidak ada hasil | |||||||
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| ITOT | Beli lebih banyak | +7K | +$3.0M |
| SPDW | Beli lebih banyak | +27K | +$2.7M |
| SCHO | Beli lebih banyak | +72K | +$1.7M |
| VBK | Beli lebih banyak | +996 | +$1.5M |
| VBR | Beli lebih banyak | +2K | +$1.3M |
| VWO | Beli lebih banyak | +9K | +$1.1M |
| TBLL | Beli lebih banyak | +9K | +$992K |
| IGSB | Beli lebih banyak | +19K | +$966K |
| SPYV | Beli lebih banyak | +10K | +$923K |
| SPYG | Beli lebih banyak | +909 | +$901K |