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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 $146.0M. In the most recent quarter, they have increased their positions in SCHO (+71.8K shares, valued at $1.7M), SPDW (+27.4K shares, valued at $1.4M), ITOT (+7.1K shares, valued at $1.2M); decreased their positions in AAPL (-2.6K shares, valued at $758.7K), VEA (-622 shares, valued at $44.3K), SCHF (-1.3K shares, valued at $34.9K).

1M P&L

-515.6K-0.39%

3M P&L

+1.8M+1.41%

HY P&L

+6.3M+5.07%

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/A128.2M

96.4%

2Consumer Electronics1.9M

1.4%

3Internet Content & Information1.3M

1.0%

Top Industries by Stock Count

1N/A38 stocks

80.9%

2Internet Content & Information2 stocks

4.3%

3Consumer Electronics1 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHO SCHWAB STRATEGIC TR669.9K shares12.01%2026-06-302026-07-15

SPDW SPDR INDEX SHS FDS308.7K shares9.74%2026-06-302026-07-15

ITOT ISHARES TR90.6K shares8.52%2026-06-302026-07-15

TBLL INVESCO EXCH TRADED FD TR II121.9K shares8.33%2026-06-302026-07-15

VBR VANGUARD INDEX FDS34.7K shares6.05%2026-06-302026-07-15

IGSB ISHARES TR151.8K shares14.15%2026-06-302026-07-15

VBK VANGUARD INDEX FDS19.6K shares5.36%2026-06-302026-07-15

VWO VANGUARD INTL EQUITY INDEX F105.8K shares9.04%2026-06-302026-07-15

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ETFS GOLD TR ETFS GOLD TR146.5K shares20.39%2026-06-302026-07-15

SPYV SPDR SERIES TRUST89.6K shares12.06%2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS13.9K shares0.82%2026-06-302026-07-15

SPYG SPDR SERIES TRUST38.5K shares2.42%2026-06-302026-07-15

VEA VANGUARD TAX-MANAGED FDS42.1K shares-1.46%2026-06-302026-07-15

VCSH VANGUARD SCOTTSDALE FDS35.2K shares-0.28%2026-06-302026-07-15

SCHF SCHWAB STRATEGIC TR87.3K shares-1.42%2026-06-302026-07-15

SCHB SCHWAB STRATEGIC TR79.3K shares-0.81%2026-06-302026-07-15

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IEMG ISHARES INC26.2K shares-0.54%2026-06-302026-07-15

IAU ISHARES GOLD TR27.9K shares-0.07%2026-06-302026-07-15

SCHV SCHWAB STRATEGIC TR57.4K shares-1.14%2026-06-302026-07-15

AAPL APPLE INC6.5K shares-28.67%2026-06-302026-07-15

SLYG SPDR SERIES TRUST11.9K shares-0.86%2026-06-302026-07-15

VGT VANGUARD WORLD FD9.0K shares700.00%2026-06-302026-07-15

SHY ISHARES TR12.1K shares41.36%2026-06-302026-07-15

SCHG SCHWAB STRATEGIC TR29.3K shares-2.56%2026-06-302026-07-15

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SLYV SPDR SERIES TRUST8.1K shares-2.35%2026-06-302026-07-15

VTV VANGUARD INDEX FDS3.8K shares-0.08%2026-06-302026-07-15

VTWV VANGUARD SCOTTSDALE FDS3.6K shares0.00%2026-06-302026-07-15

VISA INC VISA INC2.0K shares0.00%2026-06-302026-07-15

GOOGL ALPHABET INC1.9K shares0.00%2026-06-302026-07-15

GOOG ALPHABET INC1.9K shares0.00%2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T874 shares0.00%2026-06-302026-07-15

SCHH SCHWAB STRATEGIC TR24.2K shares0.00%2026-06-302026-07-15

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.0K shares0.00%2026-06-302026-07-15

XLI SELECT SECTOR SPDR TR2.4K shares0.00%2026-06-302026-07-15

VUG VANGUARD INDEX FDS4.8K shares407.90%2026-06-302026-07-15

XLY SELECT SECTOR SPDR TR3.4K shares0.00%2026-06-302026-07-15

XLK SELECT SECTOR SPDR TR2.1K shares-3.29%2026-06-302026-07-15

SPEM SPDR INDEX SHS FDS7.4K shares-0.60%2026-06-302026-07-15

ITM VANECK ETF TRUST7.6K shares0.00%2026-06-302026-07-15

XLV SELECT SECTOR SPDR TR2.2K shares0.00%2026-06-302026-07-15

Sponsored

MUB ISHARES TR3.2K shares0.00%2026-06-302026-07-15

RSP INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2026-06-302026-07-15

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR6.7K shares0.00%2026-06-302026-07-15

VOX VANGUARD WORLD FD1.6K shares0.00%2026-06-302026-07-15

EFG ISHARES TR2.3K shares0.00%2026-06-302026-07-15

AZO AUTOZONE INC89 shares0.00%2026-06-302026-07-15

IWO ISHARES TR699 shares-1.13%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON1.1K shares0.00%2026-06-302026-07-15

Sponsored

FAST FASTENAL CO5.7K shares0.00%2026-06-302026-07-15

XLP SELECT SECTOR SPDR TR3.0K shares0.00%2026-06-302026-07-15

BRK.B BERKSHIRE HATHAWAY INC DEL453 shares7.09%2026-06-302026-07-15

HD HOME DEPOT INC642 shares0.00%2026-06-302026-07-15

CHUBB LIMITED CHUBB LIMITED656 shares0.00%2026-06-302026-07-15

TJX TJX COS INC NEW1.4K shares0.00%2026-06-302026-07-15

SCHO

SCHWAB STRATEGIC TR

12.01%

Shares669.9K

Event2026-06-30

Filed2026-07-15

SPDW

SPDR INDEX SHS FDS

9.74%

Shares308.7K

Event2026-06-30

Filed2026-07-15

ITOT

ISHARES TR

8.52%

Shares90.6K

Event2026-06-30

Filed2026-07-15

TBLL

INVESCO EXCH TRADED FD TR II

8.33%

Shares121.9K

Event2026-06-30

Filed2026-07-15

VBR

VANGUARD INDEX FDS

6.05%

Shares34.7K

Event2026-06-30

Filed2026-07-15

IGSB

ISHARES TR

14.15%

Shares151.8K

Event2026-06-30

Filed2026-07-15

VBK

VANGUARD INDEX FDS

5.36%

Shares19.6K

Event2026-06-30

Filed2026-07-15

VWO

VANGUARD INTL EQUITY INDEX F

9.04%

Shares105.8K

Event2026-06-30

Filed2026-07-15

ETFS GOLD TR

20.39%

Shares146.5K

Event2026-06-30

Filed2026-07-15

SPYV

SPDR SERIES TRUST

12.06%

Shares89.6K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

0.82%

Shares13.9K

Event2026-06-30

Filed2026-07-15

SPYG

SPDR SERIES TRUST

2.42%

Shares38.5K

Event2026-06-30

Filed2026-07-15

VEA

VANGUARD TAX-MANAGED FDS

-1.46%

Shares42.1K

Event2026-06-30

Filed2026-07-15

VCSH

VANGUARD SCOTTSDALE FDS

-0.28%

Shares35.2K

Event2026-06-30

Filed2026-07-15

SCHF

SCHWAB STRATEGIC TR

-1.42%

Shares87.3K

Event2026-06-30

Filed2026-07-15

SCHB

SCHWAB STRATEGIC TR

-0.81%

Shares79.3K

Event2026-06-30

Filed2026-07-15

IEMG

ISHARES INC

-0.54%

Shares26.2K

Event2026-06-30

Filed2026-07-15

IAU

ISHARES GOLD TR

-0.07%

Shares27.9K

Event2026-06-30

Filed2026-07-15

SCHV

SCHWAB STRATEGIC TR

-1.14%

Shares57.4K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

-28.67%

Shares6.5K

Event2026-06-30

Filed2026-07-15

SLYG

SPDR SERIES TRUST

-0.86%

Shares11.9K

Event2026-06-30

Filed2026-07-15

VGT

VANGUARD WORLD FD

700.00%

Shares9.0K

Event2026-06-30

Filed2026-07-15

SHY

ISHARES TR

41.36%

Shares12.1K

Event2026-06-30

Filed2026-07-15

SCHG

SCHWAB STRATEGIC TR

-2.56%

Shares29.3K

Event2026-06-30

Filed2026-07-15

SLYV

SPDR SERIES TRUST

-2.35%

Shares8.1K

Event2026-06-30

Filed2026-07-15

VTV

VANGUARD INDEX FDS

-0.08%

Shares3.8K

Event2026-06-30

Filed2026-07-15

VTWV

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-15

VISA INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-15

STATE STR SPDR S&P 500 ETF T

0.00%

Shares874

Event2026-06-30

Filed2026-07-15

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares24.2K

Event2026-06-30

Filed2026-07-15

MASTERCARD INCORPORATED

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

XLI

SELECT SECTOR SPDR TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-15

VUG

VANGUARD INDEX FDS

407.90%

Shares4.8K

Event2026-06-30

Filed2026-07-15

XLY

SELECT SECTOR SPDR TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-15

XLK

SELECT SECTOR SPDR TR

-3.29%

Shares2.1K

Event2026-06-30

Filed2026-07-15

SPEM

SPDR INDEX SHS FDS

-0.60%

Shares7.4K

Event2026-06-30

Filed2026-07-15

ITM

VANECK ETF TRUST

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-15

XLV

SELECT SECTOR SPDR TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-15

MUB

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-15

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-15

SELECT SECTOR SPDR TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-15

VOX

VANGUARD WORLD FD

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

EFG

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-15

AZO

AUTOZONE INC

0.00%

Shares89

Event2026-06-30

Filed2026-07-15

IWO

ISHARES TR

-1.13%

Shares699

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-15

FAST

FASTENAL CO

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-15

XLP

SELECT SECTOR SPDR TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-15

BRK.B

BERKSHIRE HATHAWAY INC DEL

7.09%

Shares453

Event2026-06-30

Filed2026-07-15

HOME DEPOT INC

0.00%

Shares642

Event2026-06-30

Filed2026-07-15

CHUBB LIMITED

0.00%

Shares656

Event2026-06-30

Filed2026-07-15

TJX

TJX COS INC NEW

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available