Sponsored

The Analysis of Clear Retirement Advice LLC's Holdings & P&L

Currently, Clear Retirement Advice LLC holds 54 types of securities in its portfolio with a total value $127.4M. In the most recent quarter, they have increased their positions in AAPL (+6.0K shares, valued at $1.5M), SCHO (+9.4K shares, valued at $228.9K), VCSH (+2.7K shares, valued at $217.4K); decreased their positions in SCHV (-3.2K shares, valued at $97.9K), SCHH (-4.3K shares, valued at $92.4K), VUG (-127 shares, valued at $55.5K); initiated new positions in N/A (+423 shares, valued at $202.7K).

1M P&L

+320.3K+0.25%

3M P&L

+3.4M+2.66%

HY P&L

-1.2M-0.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A113.0M

95.8%

2Consumer Electronics2.3M

2.0%

3Credit Services1.1M

0.9%

Top Industries by Stock Count

1N/A39 stocks

81.3%

2Credit Services2 stocks

4.2%

3Consumer Electronics1 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHO SCHWAB STRATEGIC TR598.1K shares1.60%2026-03-312026-04-28

SPDW SPDR INDEX SHS FDS281.3K shares0.56%2026-03-312026-04-28

ITOT ISHARES TR83.5K shares1.83%2026-03-312026-04-28

TBLL INVESCO EXCH TRADED FD TR II112.6K shares0.58%2026-03-312026-04-28

VBR VANGUARD INDEX FDS32.7K shares0.85%2026-03-312026-04-28

IGSB ISHARES TR133.0K shares0.15%2026-03-312026-04-28

VBK VANGUARD INDEX FDS18.6K shares-0.40%2026-03-312026-04-28

ETFS GOLD TR ETFS GOLD TR121.7K shares1.69%2026-03-312026-04-28

Sponsored

VWO VANGUARD INTL EQUITY INDEX F97.0K shares-0.22%2026-03-312026-04-28

SPYV SPDR SERIES TRUST79.9K shares3.33%2026-03-312026-04-28

VTI VANGUARD INDEX FDS13.8K shares2.64%2026-03-312026-04-28

SPYG SPDR SERIES TRUST37.6K shares3.59%2026-03-312026-04-28

VCSH VANGUARD SCOTTSDALE FDS35.3K shares8.43%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS42.7K shares-0.64%2026-03-312026-04-28

ISHARES GOLD TR ISHARES GOLD TR28.0K shares-1.36%2026-03-312026-04-28

AAPL APPLE INC9.1K shares190.66%2026-03-312026-04-28

Sponsored

SCHF SCHWAB STRATEGIC TR88.6K shares-2.25%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR79.9K shares11.52%2026-03-312026-04-28

IEMG ISHARES INC26.4K shares0.05%2026-03-312026-04-28

SCHV SCHWAB STRATEGIC TR58.0K shares-5.24%2026-03-312026-04-28

SLYG SPDR SERIES TRUST12.0K shares7.12%2026-03-312026-04-28

SCHG SCHWAB STRATEGIC TR30.1K shares5.35%2026-03-312026-04-28

SLYV SPDR SERIES TRUST8.3K shares-0.18%2026-03-312026-04-28

VGT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-04-28

Sponsored

VTV VANGUARD INDEX FDS3.9K shares0.00%2026-03-312026-04-28

SHY ISHARES TR8.6K shares0.00%2026-03-312026-04-28

V VISA INC2.0K shares4.65%2026-03-312026-04-28

VTWV VANGUARD SCOTTSDALE FDS3.6K shares-0.91%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T874 shares0.00%2026-03-312026-04-28

ALPHABET INC ALPHABET INC1.9K shares0.00%2026-03-312026-04-28

SCHH SCHWAB STRATEGIC TR24.2K shares-15.07%2026-03-312026-04-28

Sponsored

MA MASTERCARD INCORPORATED1.0K shares0.00%2026-03-312026-04-28

VUG VANGUARD INDEX FDS937 shares-11.94%2026-03-312026-04-28

XLI SELECT SECTOR SPDR TR2.4K shares0.00%2026-03-312026-04-28

XLY SELECT SECTOR SPDR TR3.4K shares0.00%2026-03-312026-04-28

ITM VANECK ETF TRUST7.6K shares0.00%2026-03-312026-04-28

SPEM SPDR INDEX SHS FDS7.5K shares0.00%2026-03-312026-04-28

MUB ISHARES TR3.2K shares0.00%2026-03-312026-04-28

XLV SELECT SECTOR SPDR TR2.2K shares0.00%2026-03-312026-04-28

Sponsored

XLU SELECT SECTOR SPDR TR6.7K shares0.00%2026-03-312026-04-28

AZO AUTOZONE INC89 shares0.00%2026-03-312026-04-28

VOX VANGUARD WORLD FD1.6K shares0.00%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR2.1K shares0.00%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON1.1K shares0.00%2026-03-312026-04-28

FAST FASTENAL CO5.7K shares0.00%2026-03-312026-04-28

EFG ISHARES TR2.3K shares0.00%2026-03-312026-04-28

Sponsored

XLP SELECT SECTOR SPDR TR3.0K shares0.00%2026-03-312026-04-28

TJX TJX COS INC NEW1.4K shares0.00%2026-03-312026-04-28

IWO ISHARES TR707 shares-0.42%2026-03-312026-04-28

CB CHUBB LTD SWITZ656 shares0.00%2026-03-312026-04-28

HD HOME DEPOT INC642 shares0.00%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL423 sharesnew addition2026-03-312026-04-28

SCHO

SCHWAB STRATEGIC TR

1.60%

Shares598.1K

Event2026-03-31

Filed2026-04-28

SPDW

SPDR INDEX SHS FDS

0.56%

Shares281.3K

Event2026-03-31

Filed2026-04-28

ITOT

ISHARES TR

1.83%

Shares83.5K

Event2026-03-31

Filed2026-04-28

TBLL

INVESCO EXCH TRADED FD TR II

0.58%

Shares112.6K

Event2026-03-31

Filed2026-04-28

VBR

VANGUARD INDEX FDS

0.85%

Shares32.7K

Event2026-03-31

Filed2026-04-28

IGSB

ISHARES TR

0.15%

Shares133.0K

Event2026-03-31

Filed2026-04-28

VBK

VANGUARD INDEX FDS

-0.40%

Shares18.6K

Event2026-03-31

Filed2026-04-28

ETFS GOLD TR

1.69%

Shares121.7K

Event2026-03-31

Filed2026-04-28

VWO

VANGUARD INTL EQUITY INDEX F

-0.22%

Shares97.0K

Event2026-03-31

Filed2026-04-28

SPYV

SPDR SERIES TRUST

3.33%

Shares79.9K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

2.64%

Shares13.8K

Event2026-03-31

Filed2026-04-28

SPYG

SPDR SERIES TRUST

3.59%

Shares37.6K

Event2026-03-31

Filed2026-04-28

VCSH

VANGUARD SCOTTSDALE FDS

8.43%

Shares35.3K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

-0.64%

Shares42.7K

Event2026-03-31

Filed2026-04-28

ISHARES GOLD TR

-1.36%

Shares28.0K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

190.66%

Shares9.1K

Event2026-03-31

Filed2026-04-28

SCHF

SCHWAB STRATEGIC TR

-2.25%

Shares88.6K

Event2026-03-31

Filed2026-04-28

SCHB

SCHWAB STRATEGIC TR

11.52%

Shares79.9K

Event2026-03-31

Filed2026-04-28

IEMG

ISHARES INC

0.05%

Shares26.4K

Event2026-03-31

Filed2026-04-28

SCHV

SCHWAB STRATEGIC TR

-5.24%

Shares58.0K

Event2026-03-31

Filed2026-04-28

SLYG

SPDR SERIES TRUST

7.12%

Shares12.0K

Event2026-03-31

Filed2026-04-28

SCHG

SCHWAB STRATEGIC TR

5.35%

Shares30.1K

Event2026-03-31

Filed2026-04-28

SLYV

SPDR SERIES TRUST

-0.18%

Shares8.3K

Event2026-03-31

Filed2026-04-28

VGT

VANGUARD WORLD FD

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-28

SHY

ISHARES TR

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-28

VISA INC

4.65%

Shares2.0K

Event2026-03-31

Filed2026-04-28

VTWV

VANGUARD SCOTTSDALE FDS

-0.91%

Shares3.6K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares874

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-28

SCHH

SCHWAB STRATEGIC TR

-15.07%

Shares24.2K

Event2026-03-31

Filed2026-04-28

MASTERCARD INCORPORATED

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

-11.94%

Shares937

Event2026-03-31

Filed2026-04-28

XLI

SELECT SECTOR SPDR TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-28

XLY

SELECT SECTOR SPDR TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-28

ITM

VANECK ETF TRUST

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-28

SPEM

SPDR INDEX SHS FDS

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-28

MUB

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-28

XLV

SELECT SECTOR SPDR TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-28

XLU

SELECT SECTOR SPDR TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-28

AZO

AUTOZONE INC

0.00%

Shares89

Event2026-03-31

Filed2026-04-28

VOX

VANGUARD WORLD FD

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-28

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-28

FAST

FASTENAL CO

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-28

EFG

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-28

XLP

SELECT SECTOR SPDR TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-28

TJX

TJX COS INC NEW

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-28

IWO

ISHARES TR

-0.42%

Shares707

Event2026-03-31

Filed2026-04-28

CHUBB LTD SWITZ

0.00%

Shares656

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

0.00%

Shares642

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

New

Shares423

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available