Clear Point Advisors Inc.
93 holdingsFiling period: 2026-06-30Current AUM: $111.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab Strategic TR | 362.9K | $12.3M | $12.0M | 10.77% | -1,659 | 2026-06-30 |
| 2 | QQQ | Invesco Qqq TR | 8.8K | $6.5M | $5.8M | 5.18% | -14 | 2026-06-30 |
| 3 | SPY | State Str Spdr S&P 500 ETF T | 6.9K | $5.2M | $5.1M | 4.56% | -- | 2026-06-30 |
| 4 | SCHB | Schwab Strategic TR | 178.4K | $5.2M | $5.0M | 4.52% | -711 | 2026-06-30 |
| 5 | AAPL | Apple Inc | 14.8K | $4.3M | $5.1M | 4.53% | +124 | 2026-06-30 |
| 6 | MDY | State Str Spdr S&P Midcap 40 | 6.0K | $4.2M | $4.0M | 3.55% | -- | 2026-06-30 |
| 7 | CAPE | Doubleline ETF Trust | 123.2K | $4.0M | $4.0M | 3.54% | -- | 2026-06-30 |
| 8 | BAR | GraniteShares Gold TR | 89.9K | $3.6M | $3.6M | 3.22% | -3,969 | 2026-06-30 |
| 9 | CGDV | Capital Group Dividend Value | 65.6K | $3.2M | $3.1M | 2.79% | +2.2K | 2026-06-30 |
| 10 | EMNT | PIMCO ETF TR | 25.5K | $2.6M | $2.6M | 2.29% | -- | 2026-06-30 |
| 11 | SCHX | Schwab Strategic TR | 78.6K | $2.3M | $2.3M | 2.03% | -102 | 2026-06-30 |
| 12 | LMBS | First TR Exchange-Traded FD | 45.4K | $2.3M | $2.2M | 2.00% | -- | 2026-06-30 |
| 13 | AVDE | American Centy ETF TR | 21.3K | $1.9M | $1.9M | 1.68% | +235 | 2026-06-30 |
| 14 | VOO | Vanguard Index Fds | 2.6K | $1.8M | $1.7M | 1.56% | -- | 2026-06-30 |
| 15 | VCSH | Vanguard Scottsdale Fds | 22.4K | $1.8M | $1.7M | 1.56% | -- | 2026-06-30 |
| 16 | JSCP | J P Morgan Exchange Traded F | 37.0K | $1.7M | $1.7M | 1.53% | -- | 2026-06-30 |
| 17 | CGCB | Capital Grp Fixed Incm ETF T | 64.6K | $1.7M | $1.6M | 1.48% | -- | 2026-06-30 |
| 18 | USFR | WisdomTree TR | 33.6K | $1.7M | $1.7M | 1.52% | -- | 2026-06-30 |
| 19 | FTSM | First TR Exchange-Traded FD | 26.1K | $1.6M | $1.6M | 1.39% | -- | 2026-06-30 |
| 20 | SPYM | Spdr Series Trust | 17.2K | $1.5M | $1.5M | 1.33% | -- | 2026-06-30 |
| 21 | JPST | J P Morgan Exchange Traded F | 29.4K | $1.5M | $1.5M | 1.32% | -- | 2026-06-30 |
| 22 | VBR | Vanguard Index Fds | 5.9K | $1.4M | $1.4M | 1.28% | -- | 2026-06-30 |
| 23 | VIG | Vanguard Specialized Funds | 5.8K | $1.4M | $1.4M | 1.26% | -- | 2026-06-30 |
| 24 | USSH | WisdomTree TR | 26.3K | $1.3M | $1.3M | 1.18% | -- | 2026-06-30 |
| 25 | QDEF | Flexshares TR | 14.9K | $1.3M | $1.3M | 1.18% | -- | 2026-06-30 |
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