Clear Retirement Advice LLC
CIK 2112984 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $146.0M
- ポジション
- 54
- 時点
- 2026年6月30日
13F価値別で9,443件中 #7,482 位 · 79.2% トップ
ポートフォリオ価値 前期比: +14.7% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 68.75%
- 上位25銘柄のウェイト
- 91.88%
- 1%超のポジション
- 20
- 実効ポジション数
- 16.6
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2026: 0.72% 推定買付額 $10,890,003 · 推定売付額 $980,071
- 新規ポジション
- 0
- 増加
- 16
- 減少
- 15
- クローズ
- 0
このページについて
セクター別内訳
Technology
1.3%
Communication Services
0.9%
Financial Services
0.8%
Retail
0.5%
Healthcare
0.2%
Industrials
0.2%
Financials
0.2%
その他/マッピングなし
95.9%
ポートフォリオ全体 54 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| SCHO | $16,171,239 | 11.07% | 669,894 | $1,655,760 | 上昇 ×2 | ||
| SPDW | $15,553,451 | 10.65% | 308,661 | $2,713,966 | 上昇 ×2 | ||
| ITOT | $14,886,387 | 10.19% | 90,621 | $2,993,014 | 上昇 ×2 | ||
| TBLL | $12,872,257 | 8.81% | 121,931 | $992,463 | 上昇 ×2 | ||
| VBR | $8,429,653 | 5.77% | 34,691 | $1,323,135 | 上昇 ×2 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $7,958,436 | 5.45% | 151,850 | $966,401 | 上昇 ×2 | ||
| VBK | $7,162,126 | 4.90% | 19,585 | $1,543,451 | 上昇 ×1 | ||
| VWO | $6,316,277 | 4.33% | 105,818 | $1,070,999 | 上昇 ×1 | ||
| SGOL | $5,600,122 | 3.83% | 146,485 | $170,894 | 上昇 ×2 | ||
| SPYV | $5,445,727 | 3.73% | 89,583 | $922,570 | 上昇 ×2 | ||
| VTI | $5,159,468 | 3.53% | 13,943 | $722,987 | 上昇 ×2 | ||
| SPYG | $4,585,159 | 3.14% | 38,534 | $901,290 | 上昇 ×2 | ||
| VEA | $2,996,846 | 2.05% | 42,061 | $261,719 | 下落 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $2,780,354 | 1.90% | 35,181 | $-16,371 | 下落 ×1 | ||
| SCHF | $2,419,290 | 1.66% | 87,339 | $226,465 | 下落 ×2 | ||
| SCHB | $2,295,659 | 1.57% | 79,270 | $289,742 | 下落 ×1 | ||
| IEMG | $2,171,797 | 1.49% | 26,217 | $333,203 | 下落 ×1 | ||
| IAU | $2,109,825 | 1.44% | 27,941 | $-355,217 | 下落 ×2 | ||
| SCHV | $1,997,154 | 1.37% | 57,373 | $227,086 | 下落 ×2 | ||
| AAPL Apple Inc. - Common Stock | $1,888,074 | 1.29% | 6,525 | $-433,343 | 下落 ×1 | ||
| SLYG | $1,418,752 | 0.97% | 11,909 | $258,167 | 下落 ×1 | ||
| VGT | $1,074,724 | 0.74% | 8,992 | $290,487 | 上昇 ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $995,994 | 0.68% | 12,130 | $287,461 | 上昇 ×1 | ||
| SCHG | $992,751 | 0.68% | 29,337 | $115,717 | 下落 ×1 | ||
| SLYV | $884,991 | 0.61% | 8,111 | $99,410 | 下落 ×2 | ||
| VTV | $838,595 | 0.57% | 3,848 | $83,029 | 下落 ×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 | 上昇 ×1 | ||
| XLY XLY | $393,123 | 0.27% | 3,352 | $27,822 | |||
| XLK XLK | $391,519 | 0.27% | 2,055 | $109,106 | 下落 ×1 | ||
| SPEM | $383,793 | 0.26% | 7,412 | $33,985 | 下落 ×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 | 下落 ×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 | 上昇 ×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 | |||
| 一致なし | |||||||
上位変動銘柄（四半期比）
| 証券 | アクション | 株式数Δ | 金額Δ |
|---|---|---|---|
| ITOT | 買い増し | +7K | +$3.0M |
| SPDW | 買い増し | +27K | +$2.7M |
| SCHO | 買い増し | +72K | +$1.7M |
| VBK | 買い増し | +996 | +$1.5M |
| VBR | 買い増し | +2K | +$1.3M |
| VWO | 買い増し | +9K | +$1.1M |
| TBLL | 買い増し | +9K | +$992K |
| IGSB | 買い増し | +19K | +$966K |
| SPYV | 買い増し | +10K | +$923K |
| SPYG | 買い増し | +909 | +$901K |