Clear Retirement Advice LLC
54 holdingsFiling period: 2026-03-31Current AUM: $136.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHO | SCHWAB STRATEGIC TR | 598.1K | $14.5M | $14.4M | 10.55% | +9.4K | 2026-03-31 |
| 2 | SPDW | SPDR INDEX SHS FDS | 281.3K | $12.8M | $14.1M | 10.31% | +1.6K | 2026-03-31 |
| 3 | ITOT | ISHARES TR | 83.5K | $11.9M | $13.7M | 10.00% | +1.5K | 2026-03-31 |
| 4 | TBLL | INVESCO EXCH TRADED FD TR II | 112.6K | $11.9M | $11.9M | 8.70% | +645 | 2026-03-31 |
| 5 | VBR | VANGUARD INDEX FDS | 32.7K | $7.1M | $8.0M | 5.86% | +275 | 2026-03-31 |
| 6 | IGSB | ISHARES TR | 133.0K | $7.0M | $6.9M | 5.08% | +200 | 2026-03-31 |
| 7 | VBK | VANGUARD INDEX FDS | 18.6K | $5.6M | $6.3M | 4.63% | -74 | 2026-03-31 |
| 8 | SGOL | ETFS GOLD TR | 121.7K | $5.4M | $4.7M | 3.44% | +2.0K | 2026-03-31 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 97.0K | $5.2M | $5.7M | 4.17% | -215 | 2026-03-31 |
| 10 | SPYV | SPDR SERIES TRUST | 79.9K | $4.5M | $5.0M | 3.63% | +2.6K | 2026-03-31 |
| 11 | VTI | VANGUARD INDEX FDS | 13.8K | $4.4M | $5.1M | 3.73% | +356 | 2026-03-31 |
| 12 | SPYG | SPDR SERIES TRUST | 37.6K | $3.7M | $4.4M | 3.23% | +1.3K | 2026-03-31 |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | 35.3K | $2.8M | $2.8M | 2.03% | +2.7K | 2026-03-31 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | 42.7K | $2.7M | $3.0M | 2.21% | -273 | 2026-03-31 |
| 15 | IAU | ISHARES GOLD TR | 28.0K | $2.5M | $2.1M | 1.56% | -386 | 2026-03-31 |
| 16 | AAPL | APPLE INC | 9.1K | $2.3M | $2.8M | 2.07% | +6.0K | 2026-03-31 |
| 17 | SCHF | SCHWAB STRATEGIC TR | 88.6K | $2.2M | $2.4M | 1.78% | -2,035 | 2026-03-31 |
| 18 | SCHB | SCHWAB STRATEGIC TR | 79.9K | $2.0M | $2.3M | 1.69% | +8.3K | 2026-03-31 |
| 19 | IEMG | ISHARES INC | 26.4K | $1.8M | $2.0M | 1.50% | +14 | 2026-03-31 |
| 20 | SCHV | SCHWAB STRATEGIC TR | 58.0K | $1.8M | $2.0M | 1.45% | -3,210 | 2026-03-31 |
| 21 | SLYG | SPDR SERIES TRUST | 12.0K | $1.2M | $1.4M | 1.01% | +798 | 2026-03-31 |
| 22 | SCHG | SCHWAB STRATEGIC TR | 30.1K | $877K | $1.0M | 0.75% | +1.5K | 2026-03-31 |
| 23 | SLYV | SPDR SERIES TRUST | 8.3K | $785K | $900K | 0.66% | -15 | 2026-03-31 |
| 24 | VGT | VANGUARD WORLD FD | 1.1K | $784K | $1.0M | 0.74% | -- | 2026-03-31 |
| 25 | VTV | VANGUARD INDEX FDS | 3.9K | $755K | $846K | 0.62% | -- | 2026-03-31 |
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