Clear Retirement Advice LLC

CIK 2112984 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$146.0M
按 13F 价值排名第 7483（共 9443） · 前 79.2%
持仓
54
截至
2026年6月30日

投资组合价值同比（季度）：+14.7% 13F不披露现金

前十大持仓权重
68.75%
前二十五大持仓权重
91.88%
持仓高于 1%
20
有效持仓数量
16.6

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q2 2026: 0.72% 估计买入 $10890003 · 卖出 $980071

新仓位
0
增加
16
减少
15
已结清
0
本页内容

行业细分

Technology
1.3%
Communication Services
0.9%
Financial Services
0.8%
Retail
0.5%
Healthcare
0.2%
Industrials
0.2%
Financials
0.2%
其他/未映射
95.9%

完整投资组合 54 持仓

类型 连胜 8个季度趋势
SCHO $16171239 11.07% 669894 $1655760 上涨 ×2
SPDW $15553451 10.65% 308661 $2713966 上涨 ×2
ITOT $14886387 10.19% 90621 $2993014 上涨 ×2
TBLL $12872257 8.81% 121931 $992463 上涨 ×2
VBR $8429653 5.77% 34691 $1323135 上涨 ×2
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $7958436 5.45% 151850 $966401 上涨 ×2
VBK $7162126 4.90% 19585 $1543451 上涨 ×1
VWO $6316277 4.33% 105818 $1070999 上涨 ×1
SGOL $5600122 3.83% 146485 $170894 上涨 ×2
SPYV $5445727 3.73% 89583 $922570 上涨 ×2
VTI $5159468 3.53% 13943 $722987 上涨 ×2
SPYG $4585159 3.14% 38534 $901290 上涨 ×2
VEA $2996846 2.05% 42061 $261719 下跌 ×2
VCSH Vanguard Short-Term Corporate Bond ETF $2780354 1.90% 35181 $-16371 下跌 ×1
SCHF $2419290 1.66% 87339 $226465 下跌 ×2
SCHB $2295659 1.57% 79270 $289742 下跌 ×1
IEMG $2171797 1.49% 26217 $333203 下跌 ×1
IAU $2109825 1.44% 27941 $-355217 下跌 ×2
SCHV $1997154 1.37% 57373 $227086 下跌 ×2
AAPL Apple Inc. - Common Stock $1888074 1.29% 6525 $-433343 下跌 ×1
SLYG $1418752 0.97% 11909 $258167 下跌 ×1
VGT $1074724 0.74% 8992 $290487 上涨 ×1
SHY iShares 1-3 Year Treasury Bond ETF $995994 0.68% 12130 $287461 上涨 ×1
SCHG $992751 0.68% 29337 $115717 下跌 ×1
SLYV $884991 0.61% 8111 $99410 下跌 ×2
VTV $838595 0.57% 3848 $83029 下跌 ×1
VTWV Vanguard Russell 2000 Value ETF $706125 0.48% 3613 $101959
V Visa Inc. $687209 0.47% 2003 $81822
GOOGL Alphabet Inc. - Class A Common Stock $677931 0.46% 1897 $132430
GOOG Alphabet Inc. - Class C Capital Stock $654367 0.45% 1852 $123102
SPY SPY $652677 0.45% 874 $84280
SCHH $573885 0.39% 24235 $53075
MA Mastercard Incorporated Common Stock $528494 0.36% 1029 $14344
XLI XLI $440292 0.30% 2377 $55860
VUG $409940 0.28% 4759 $668 上涨 ×1
XLY XLY $393123 0.27% 3352 $27822
XLK XLK $391519 0.27% 2055 $109106 下跌 ×1
SPEM $383793 0.26% 7412 $33985 下跌 ×1
ITM $354868 0.24% 7552 $4229
XLV XLV $354764 0.24% 2236 $26944
MUB $346214 0.24% 3217 $4729
RSP $323198 0.22% 1519 $31672
XLU XLU $301602 0.21% 6652 $-3658
VOX $300758 0.21% 1635 $6720
EFG $290023 0.20% 2331 $30420
AZO AutoZone, Inc. Common Stock $284439 0.19% 89 $-16183
IWO $275378 0.19% 699 $53514 下跌 ×2
JNJ Johnson & Johnson Common Stock $274796 0.19% 1082 $10312
FAST Fastenal Company - Common Stock $273483 0.19% 5694 $9281
XLP XLP $249210 0.17% 3000 $3270
BRKB $226677 0.16% 453 $23975 上涨 ×1
HD Home Depot, Inc. (The) Common Stock $226421 0.16% 642 $15274
CB Chubb Limited Common Stock $223525 0.15% 656 $9715
TJX TJX Companies, Inc. (The) Common Stock $217100 0.15% 1433 $-11750

季度涨幅榜

证券 操作 股份变动 价值变动
ITOT 增持 +7K +$3.0M
SPDW 增持 +27K +$2.7M
SCHO 增持 +72K +$1.7M
VBK 增持 +996 +$1.5M
VBR 增持 +2K +$1.3M
VWO 增持 +9K +$1.1M
TBLL 增持 +9K +$992K
IGSB 增持 +19K +$966K
SPYV 增持 +10K +$923K
SPYG 增持 +909 +$901K