Clear Retirement Advice LLC: 13F holdings
CIK 21129842026Q2
| Positions | 54 |
|---|
| Reported value | $146.0m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 54 (+0 vs prior quarter) |
|---|
| Reported value | $146.0m (+14.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHO SCHWAB STRATEGIC TR | 669,894 | $16.2m | 11.1% |
| EWU SPDR INDEX SHS FDS | 308,661 | $15.6m | 10.7% |
| ITOT ISHARES TR | 90,621 | $14.9m | 10.2% |
| TBLL INVESCO EXCH TRADED FD TR II | 121,931 | $12.9m | 8.8% |
| VBR VANGUARD INDEX FDS | 34,691 | $8.4m | 5.8% |
| IGSB ISHARES TR | 151,850 | $8.0m | 5.4% |
| VBK VANGUARD INDEX FDS | 19,585 | $7.2m | 4.9% |
| VWO VANGUARD INTL EQUITY INDEX F | 105,818 | $6.3m | 4.3% |
| SGOL ETFS GOLD TR | 146,485 | $5.6m | 3.8% |
| SPYV SPDR SERIES TRUST | 89,583 | $5.4m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2112984")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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