Clear Retirement Advice LLC

CIK 2112984 · Ver em SEC EDGAR ↗

Valor do portfólio QoQ: +14.7% 13F não divulga caixa

Peso das 10 principais posições68,75%

Peso das 25 principais posições91,88%

Posições acima de 1%20

Número efetivo de posições16,6

Baseado apenas em participações de ações longas 13F (caixa, títulos, posições vendidas não divulgadas)

Giro Q2 2026: 0,72% Est. compras $10.890.003 · vendas $980.071

Novas posições0

Aumentou16

Diminuído15

Fechado0

Valor do portfólio $146.0M #7.530 de 9.337 por valor 13F · top 80.6%

Posições 54

Em 30 de Junho de 2026 Dados em Q2 2026

Distribuição setorial

Technology 1,3%

Financials 1,1%

Communication Services 0,9%

Retail 0,5%

Healthcare 0,2%

Industrials 0,2%

Outros/Não mapeado 95,8%

Portfólio completo 54 posições

					Sequência
SCHO SCHWAB STRATEGIC TRUST	$16.171.239	11,07%	669.894	$1.655.760	Alta ×2
SPDW State Street SPDR Portfolio Developed World ex-US ETF	$15.553.451	10,65%	308.661	$2.713.966	Alta ×2
ITOT iShares Trust	$14.886.387	10,19%	90.621	$2.993.014	Alta ×2
TBLL Invesco Short Term Treasury ETF	$12.872.257	8,81%	121.931	$992.463	Alta ×2
VBR Vanguard Morningstar Small-Cap Value ETF	$8.429.653	5,77%	34.691	$1.323.135	Alta ×2
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$7.958.436	5,45%	151.850	$966.401	Alta ×2
VBK Vanguard Morningstar Small-Cap Growth ETF	$7.162.126	4,90%	19.585	$1.543.451	Alta ×1
VWO Vanguard FTSE Emerging Markets ETF	$6.316.277	4,33%	105.818	$1.070.999	Alta ×1
SGOL abrdn Physical Gold Shares ETF	$5.600.122	3,83%	146.485	$170.894	Alta ×2
SPYV State Street SPDR Portfolio S&P 500 Value ETF	$5.445.727	3,73%	89.583	$922.570	Alta ×2
VTI Vanguard Morningstar Total Stock Market ETF	$5.159.468	3,53%	13.943	$722.987	Alta ×2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF	$4.585.159	3,14%	38.534	$901.290	Alta ×2
VEA Vanguard FTSE Developed Markets ETF	$2.996.846	2,05%	42.061	$261.719	Baixa ×2
VCSH Vanguard Short-Term Corporate Bond ETF	$2.780.354	1,90%	35.181	$-16.371	Baixa ×1
SCHF SCHWAB STRATEGIC TRUST	$2.419.290	1,66%	87.339	$226.465	Baixa ×2
SCHB SCHWAB STRATEGIC TRUST	$2.295.659	1,57%	79.270	$289.742	Baixa ×1
IEMG iShares, Inc.	$2.171.797	1,49%	26.217	$333.203	Baixa ×1
IAU iShares Gold Trust Shares	$2.109.825	1,44%	27.941	$-355.217	Baixa ×2
SCHV SCHWAB STRATEGIC TRUST	$1.997.154	1,37%	57.373	$227.086	Baixa ×2
AAPL Apple Inc. - Common Stock	$1.888.074	1,29%	6.525	$-433.343	Baixa ×1
SLYG SPDR SERIES TRUST	$1.418.752	0,97%	11.909	$258.167	Baixa ×1
VGT Vanguard Information Tech ETF	$1.074.724	0,74%	8.992	$290.487	Alta ×1
SHY iShares 1-3 Year Treasury Bond ETF	$995.994	0,68%	12.130	$287.461	Alta ×1
SCHG SCHWAB STRATEGIC TRUST	$992.751	0,68%	29.337	$115.717	Baixa ×1
SLYV SPDR SERIES TRUST	$884.991	0,61%	8.111	$99.410	Baixa ×2
VTV Vanguard Morningstar Value ETF	$838.595	0,57%	3.848	$83.029	Baixa ×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 SCHWAB STRATEGIC TRUST	$573.885	0,39%	24.235	$53.075
MA Mastercard Incorporated Common Stock	$528.494	0,36%	1.029	$14.344
XLI SELECT SECTOR SPDR TRUST	$440.292	0,30%	2.377	$55.860
VUG Vanguard Morningstar Growth ETF	$409.940	0,28%	4.759	$668	Alta ×1
XLY XLY	$393.123	0,27%	3.352	$27.822
XLK SELECT SECTOR SPDR TRUST	$391.519	0,27%	2.055	$109.106	Baixa ×1
SPEM State Street SPDR Portfolio Emerging Markets ETF	$383.793	0,26%	7.412	$33.985	Baixa ×1
ITM VanEck ETF Trust	$354.868	0,24%	7.552	$4.229
XLV SELECT SECTOR SPDR TRUST	$354.764	0,24%	2.236	$26.944
MUB iShares Trust	$346.214	0,24%	3.217	$4.729
RSP Invesco Exchange-Traded Fund Trust	$323.198	0,22%	1.519	$31.672
XLU XLU	$301.602	0,21%	6.652	$-3.658
VOX Vanguard Communication Services ETF	$300.758	0,21%	1.635	$6.720
EFG iShares Trust	$290.023	0,20%	2.331	$30.420
AZO AutoZone, Inc. Common Stock	$284.439	0,19%	89	$-16.183
IWO iShares Russell 2000 Growth Fund	$275.378	0,19%	699	$53.514	Baixa ×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
BRK-B (registrado como BRKB) Berkshire Hathaway Inc. Class B	$226.677	0,16%	453	$23.975	Alta ×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
Sem correspondências

Maiores variações (QoQ)

Título	Movimento	Ações Δ	Valor Δ
ITOT	Comprou mais	+7K	+$3.0M
SPDW	Comprou mais	+27K	+$2.7M
SCHO	Comprou mais	+72K	+$1.7M
VBK	Comprou mais	+996	+$1.5M
VBR	Comprou mais	+2K	+$1.3M
VWO	Comprou mais	+9K	+$1.1M
TBLL	Comprou mais	+9K	+$992K
IGSB	Comprou mais	+19K	+$966K
SPYV	Comprou mais	+10K	+$923K
SPYG	Comprou mais	+909	+$901K