Clear Retirement Advice LLC
54 holdingsFiling period: 2026-06-30Current AUM: $145.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHO | Schwab Strategic TR | 669.9K | $16.2M | $16.0M | 11.01% | +71.8K | 2026-06-30 |
| 2 | SPDW | Spdr Index Shs Fds | 308.7K | $15.6M | $15.3M | 10.53% | +27.4K | 2026-06-30 |
| 3 | ITOT | iShares TR | 90.6K | $14.9M | $15.2M | 10.44% | +7.1K | 2026-06-30 |
| 4 | TBLL | Invesco Exch Traded FD TR II | 121.9K | $12.9M | $12.9M | 8.85% | +9.4K | 2026-06-30 |
| 5 | VBR | Vanguard Index Fds | 34.7K | $8.4M | $8.3M | 5.70% | +2.0K | 2026-06-30 |
| 6 | IGSB | iShares TR | 151.8K | $8.0M | $7.8M | 5.36% | +18.8K | 2026-06-30 |
| 7 | VBK | Vanguard Index Fds | 19.6K | $7.2M | $6.5M | 4.48% | +996 | 2026-06-30 |
| 8 | VWO | Vanguard Intl Equity Index F | 105.8K | $6.3M | $6.2M | 4.24% | +8.8K | 2026-06-30 |
| 9 | SGOL | ETFs Gold TR | 146.5K | $5.6M | $5.7M | 3.95% | +24.8K | 2026-06-30 |
| 10 | SPYV | Spdr Series Trust | 89.6K | $5.4M | $5.7M | 3.92% | +9.6K | 2026-06-30 |
| 11 | VTI | Vanguard Index Fds | 13.9K | $5.2M | $5.3M | 3.62% | +114 | 2026-06-30 |
| 12 | SPYG | Spdr Series Trust | 38.5K | $4.6M | $4.7M | 3.21% | +909 | 2026-06-30 |
| 13 | VEA | Vanguard Tax-Managed Fds | 42.1K | $3.0M | $2.9M | 2.02% | -622 | 2026-06-30 |
| 14 | VCSH | Vanguard Scottsdale Fds | 35.2K | $2.8M | $2.7M | 1.87% | -100 | 2026-06-30 |
| 15 | SCHF | Schwab Strategic TR | 87.3K | $2.4M | $2.4M | 1.63% | -1,260 | 2026-06-30 |
| 16 | SCHB | Schwab Strategic TR | 79.3K | $2.3M | $2.3M | 1.61% | -647 | 2026-06-30 |
| 17 | IEMG | iShares Inc | 26.2K | $2.2M | $2.0M | 1.40% | -143 | 2026-06-30 |
| 18 | IAU | iShares Gold TR | 27.9K | $2.1M | $2.2M | 1.49% | -20 | 2026-06-30 |
| 19 | SCHV | Schwab Strategic TR | 57.4K | $2.0M | $2.0M | 1.36% | -662 | 2026-06-30 |
| 20 | AAPL | Apple Inc | 6.5K | $1.9M | $2.2M | 1.52% | -2,622 | 2026-06-30 |
| 21 | SLYG | Spdr Series Trust | 11.9K | $1.4M | $1.3M | 0.88% | -103 | 2026-06-30 |
| 22 | VGT | Vanguard World FD | 9.0K | $1.1M | $1.1M | 0.74% | +7.9K | 2026-06-30 |
| 23 | SHY | iShares TR | 12.1K | $995K | $985K | 0.68% | +3.5K | 2026-06-30 |
| 24 | SCHG | Schwab Strategic TR | 29.3K | $992K | $1.0M | 0.72% | -771 | 2026-06-30 |
| 25 | SLYV | Spdr Series Trust | 8.1K | $884K | $841K | 0.58% | -195 | 2026-06-30 |
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