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Clear Perspectives Financial Planning

Latest statistics and disclosures from Clear Perspectives Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are PG, VYM, RSP, VTV, VOO, and represent 42.40% of Clear Perspectives Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VIG (+$8.9M), VOOV (+$8.7M), VXUS (+$7.6M), VEA (+$7.5M), VOO (+$6.5M), MGK, IOO, PG, AVDE, ACWI.
Started 7 new stock positions in VXUS, FSK, DFAS, HEMP, FFBC, AVDE, DFAT.
Reduced shares in these 10 stocks: PDBC (-$7.2M), FDL (-$5.6M), HDV (-$5.1M), FTGC (-$5.0M), VYM, RPV, SGOV, SPYD, PEY, DVY.
Sold out of its positions in T, ABNB, AIG, BAC, AVGO, AI, CVS, DDOG, DOCS, FTGC.
Clear Perspectives Financial Planning was a net seller of stock by $-10M.
Clear Perspectives Financial Planning has $178M in assets under management (AUM), dropping by -5.25%.
Central Index Key (CIK): 0001841174

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Portfolio Holdings for Clear Perspectives Financial Planning

Clear Perspectives Financial Planning holds 197 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Procter & Gamble Company (PG)	10.0	$18M	+10%	120k	148.69	View chart
Vanguard High Div Yld Etf High Div Yld Etf (VYM)	9.9	$18M	-20%	167k	105.50	View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)	8.2	$15M		101k	144.62	View chart
Vanguard Value Etf Value Etf (VTV)	8.1	$14M	-5%	104k	138.11	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	6.3	$11M	+137%	30k	376.07	View chart
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)	5.9	$11M	-28%	105k	100.58	View chart
Vanguard Div App Etf Div App Etf (VIG)	5.9	$11M	+565%	68k	154.01	View chart
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)	5.3	$9.4M	+1321%	64k	146.70	View chart
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)	4.3	$7.6M	NEW	138k	55.21	View chart
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)	4.2	$7.5M	+102739%	166k	45.17	View chart
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)	4.1	$7.3M	-2%	59k	123.71	View chart
Ishares Trust Select Divid Etf Select Divid Etf (DVY)	3.6	$6.5M	-36%	56k	117.18	View chart
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)	2.9	$5.2M	+173%	25k	204.51	View chart
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)	2.5	$4.5M	-17%	45k	101.02	View chart
Ishares Trust Global 100 Etf Global 100 Etf (IOO)	1.7	$3.1M	+693%	44k	70.06	View chart
Ishares Trust Rus 1000 Etf Rus 1000 Etf (IWB)	1.7	$3.0M	-2%	13k	225.23	View chart
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit Etf (SPY)	1.4	$2.6M	+4%	6.2k	409.38	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Bloomberg 1-3 Month T-bill Etf (BIL)	1.4	$2.5M	-56%	28k	91.82	View chart
Ishares Trust Core S&p500 Etf Core S&p500 Etf (IVV)	1.3	$2.4M		5.8k	411.10	View chart
Vanguard Total Stk Mkt Etf Total Stk Mkt Etf (VTI)	1.1	$2.0M		10k	204.09	View chart
Vanguard Large Cap Etf Large Cap Etf (VV)	1.0	$1.7M	-9%	9.1k	186.81	View chart
Invesco Exchange Traded Fund T S&p500 Low Vol Etf S&p500 Low Vol Etf (SPLV)	0.9	$1.7M	-7%	27k	62.40	View chart
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 Etf (QQQ)	0.9	$1.6M		5.1k	320.93	View chart
Ishares Trust S&p 100 Etf S&p 100 Etf (OEF)	0.6	$1.1M	-2%	5.7k	187.04	View chart
Vanguard Growth Etf Growth Etf (VUG)	0.6	$1.1M	+9%	4.2k	249.44	View chart
Ishares Trust Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	0.6	$1.0M		4.2k	244.33	View chart
Ishares Trust Msci Usa Min Vol Factor Etf Msci Usa Min Vol Factor Etf (USMV)	0.4	$669k	-35%	9.2k	72.74	View chart
Ishares Trust Msci Kld400 Soc Etf Msci Kld400 Soc Etf (DSI)	0.3	$595k		7.6k	77.99	View chart
Ishares Trust Core High Dv Etf Core High Dv Etf (HDV)	0.3	$544k	-90%	5.4k	101.66	View chart
Dimensional Etf Tr Us Marketwide Value Etf Us Marketwide Value Etf (DFUV)	0.3	$527k		16k	33.48	View chart
Ishares Trust Msci Usa Esg Slc Etf Msci Usa Esg Slc Etf (SUSA)	0.2	$437k		5.0k	87.77	View chart
Ishares Trust Russell 3000 Etf Russell 3000 Etf (IWV)	0.2	$330k		1.4k	235.47	View chart
Vanguard Mcap Gr Idxvip Etf Mcap Gr Idxvip Etf (VOT)	0.2	$277k		1.4k	194.89	View chart
Raytheon Technologies Corp (RTX)	0.1	$243k		2.5k	97.93	View chart
Vanguard Small Cp Etf Small Cp Etf (VB)	0.1	$243k	+3%	1.3k	189.62	View chart
Centene Corporation (CNC)	0.1	$241k	-7%	3.8k	63.21	View chart
Vanguard Health Car Etf Health Car Etf (VHT)	0.1	$236k	-3%	987.00	238.57	View chart
American Century Investments Intl Eqt Etf Intl Eqt Etf (AVDE)	0.1	$217k	NEW	3.8k	57.03	View chart
Ishares Trust Msci Acwi Etf Msci Acwi Etf (ACWI)	0.1	$209k	+101%	2.3k	91.16	View chart
Vanguard Tt Wrld St Etf Tt Wrld St Etf (VT)	0.1	$208k		2.3k	92.10	View chart
Vanguard Extend Mkt Etf Extend Mkt Etf (VXF)	0.1	$195k		1.4k	140.17	View chart
Microsoft Corporation (MSFT)	0.1	$177k		614.00	288.30	View chart
Bristol Myers Squibb (BMY)	0.1	$177k		2.5k	69.31	View chart
Ishares Trust Rus 1000 Val Etf Rus 1000 Val Etf (IWD)	0.1	$172k	-37%	1.1k	152.27	View chart
Repligen Corporation (RGEN)	0.1	$164k		975.00	168.36	View chart
Apple (AAPL)	0.1	$138k		837.00	164.90	View chart
Visa Inc Com Cl A Com Cl A (V)	0.1	$138k		610.00	225.46	View chart
Pepsi (PEP)	0.1	$135k		738.00	182.30	View chart
Vanguard Mid Cap Etf Mid Cap Etf (VO)	0.1	$133k	-4%	631.00	210.96	View chart
Johnson & Johnson (JNJ)	0.1	$132k		850.00	155.00	View chart
Select Sector Spdr Trust Energy Etf Energy Etf (XLE)	0.1	$118k	-84%	1.4k	82.83	View chart
Carrier Global Corporation (CARR)	0.1	$112k		2.4k	45.75	View chart
Otis Worldwide Corp (OTIS)	0.1	$104k		1.2k	84.40	View chart
Vanguard Utilities Etf Utilities Etf (VPU)	0.0	$89k		600.00	147.52	View chart
Merck & Co (MRK)	0.0	$87k		813.00	106.39	View chart
Global X Fds Us Infr Dev Etf Us Infr Dev Etf (PAVE)	0.0	$83k		2.9k	28.35	View chart
Vanguard Mcap Vl Idxvip Etf Mcap Vl Idxvip Etf (VOE)	0.0	$75k	-25%	560.00	134.07	View chart
Chevron Corporation (CVX)	0.0	$75k		457.00	163.16	View chart
Cincinnati Financial Corporation (CINF)	0.0	$73k		655.00	112.08	View chart
Select Sector Spdr Trust Sbi Int-inds Etf Sbi Int-inds Etf (XLI)	0.0	$72k		715.00	101.18	View chart
Amazon (AMZN)	0.0	$72k		700.00	103.29	View chart
Ishares Trust Aggres Alloc Etf Aggres Alloc Etf (AOA)	0.0	$68k	-3%	1.1k	63.57	View chart
Alphabet Inc Com Cl A Com Cl A (GOOGL)	0.0	$62k		600.00	103.73	View chart
Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B)	0.0	$62k		200.00	308.77	View chart
Spdr Series Trust Prtflo S&p500 Gw Etf Prtflo S&p500 Gw Etf (SPYG)	0.0	$61k		1.1k	55.36	View chart
Schwab Strategic Tr Us Lcap Va Etf Us Lcap Va Etf (SCHV)	0.0	$59k		900.00	65.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf Us Lcap Gr Etf (SCHG)	0.0	$59k		900.00	65.17	View chart
Public Service Enterprise (PEG)	0.0	$55k		887.00	62.45	View chart
Mastercard Incorporated Com Cl A Com Cl A (MA)	0.0	$55k		150.00	363.41	View chart
Yum! Brands (YUM)	0.0	$52k		394.00	132.08	View chart
Alphabet Inc Com Cl C Com Cl C (GOOG)	0.0	$52k		500.00	104.00	View chart
Intel Corporation (INTC)	0.0	$51k		1.6k	32.67	View chart
Ishares Trust S&p 500 Val Etf S&p 500 Val Etf (IVE)	0.0	$51k	-13%	336.00	151.76	View chart
Kroger (KR)	0.0	$48k		970.00	49.37	View chart
Booking Holdings (BKNG)	0.0	$45k		17.00	2652.41	View chart
Starbucks Corporation (SBUX)	0.0	$43k		414.00	104.13	View chart
Select Sector Spdr Trust Sbi Healthcare Etf Sbi Healthcare Etf (XLV)	0.0	$42k		325.00	129.46	View chart
Fifth Third Ban (FITB)	0.0	$42k	+41%	1.6k	26.64	View chart
J.M. Smucker Company (SJM)	0.0	$42k		265.00	157.37	View chart
Ishares Trust Global Energ Etf Global Energ Etf (IXC)	0.0	$42k		1.1k	37.76	View chart
Amgen (AMGN)	0.0	$41k		168.00	241.75	View chart
Koninklijke Ahold Delhaize Nv (AHODF)	0.0	$37k		1.1k	34.07	View chart
ConocoPhillips (COP)	0.0	$37k		374.00	99.21	View chart
Fidelity Covington Trust Msci Hlth Care I Etf Msci Hlth Care I Etf (FHLC)	0.0	$37k	-50%	600.00	61.47	View chart
Ishares Trust Core S&p Scp Etf Core S&p Scp Etf (IJR)	0.0	$35k	-8%	364.00	96.70	View chart
Darden Restaurants (DRI)	0.0	$34k		220.00	155.16	View chart
Spdr Series Trust Portfolio S&p 500 Etf Portfolio S&p 500 Etf (SPLG)	0.0	$33k	-54%	675.00	48.15	View chart
Vanguard Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	0.0	$32k	+373%	800.00	40.40	View chart
Schwab Strategic Tr Intl Eqty Etf Intl Eqty Etf (SCHF)	0.0	$32k		920.00	34.80	View chart
Liberty Broadband Cl C (LBRDK)	0.0	$32k		385.00	81.70	View chart
Invesco Exchange Traded Fd Tr Hig Yld Eq Div Etf Hig Yld Eq Div Etf (PEY)	0.0	$31k	-99%	1.6k	19.92	View chart
Duke Energy (DUK)	0.0	$31k		316.00	96.47	View chart
Monster Beverage Corp (MNST)	0.0	$29k	+100%	540.00	54.01	View chart
McDonald's Corporation (MCD)	0.0	$29k		102.00	279.61	View chart
Spdr Gold Trust Gold Shs Etf Gold Shs Etf (GLD)	0.0	$28k	-42%	155.00	183.22	View chart
Humana (HUM)	0.0	$28k		57.00	485.46	View chart
Eli Lilly & Co. (LLY)	0.0	$28k		80.00	343.43	View chart
Exxon Mobil Corporation (XOM)	0.0	$26k		236.00	109.66	View chart
Schwab Strategic Tr Us Sml Cap Etf Us Sml Cap Etf (SCHA)	0.0	$25k	-22%	600.00	41.93	View chart
Costco Wholesale Corporation (COST)	0.0	$25k		50.00	496.88	View chart
Ishares Inc Msci Gbl Min Vol Etf Msci Gbl Min Vol Etf (ACWV)	0.0	$25k		253.00	96.75	View chart
Tesla Motors (TSLA)	0.0	$24k	-4%	117.00	207.46	View chart
JPMorgan Chase & Co. (JPM)	0.0	$24k		186.00	130.31	View chart
Invesco Exchange Traded Fund T Solar Etf Solar Etf (TAN)	0.0	$24k	+24%	310.00	77.63	View chart
NVIDIA Corporation (NVDA)	0.0	$24k		86.00	277.77	View chart
Yum China Holdings (YUMC)	0.0	$24k		376.00	63.39	View chart
Spdr Series Trust Portfoli S&p 1500 Comp Stk Etf Portfoli S&p 1500 Comp Stk Etf (SPTM)	0.0	$24k	-9%	470.00	50.43	View chart
Norfolk Southern (NSC)	0.0	$23k		108.00	212.00	View chart
Monarch Cem (MCEM)	0.0	$22k		200.00	111.00	View chart
Liberty Media Corp Delaware Com C Siriusxm	0.0	$22k		792.00	27.99	View chart
Phillips 66 (PSX)	0.0	$21k		204.00	101.49	View chart
AmerisourceBergen (COR)	0.0	$20k		125.00	160.11	View chart
Foot Locker (FL)	0.0	$20k		500.00	39.69	View chart
Ishares Trust Gl Clean Ene Etf Gl Clean Ene Etf (ICLN)	0.0	$20k		1.0k	19.78	View chart
Vanguard Industrial Etf Industrial Etf (VIS)	0.0	$19k	-50%	100.00	190.51	View chart
Dimensional Etf Tr Us Small Cap Etf Us Small Cap Etf (DFAS)	0.0	$18k	NEW	350.00	52.70	View chart
Cisco Systems (CSCO)	0.0	$18k		345.00	52.28	View chart
Abbvie (ABBV)	0.0	$18k	-51%	112.00	159.37	View chart
Dimensional Etf Tr Us Targeted Value Etf Us Targeted Value Etf (DFAT)	0.0	$18k	NEW	400.00	44.50	View chart
Schwab Strategic Tr Us Brd Mkt Etf Us Brd Mkt Etf (SCHB)	0.0	$16k		342.00	47.85	View chart
First Financial Ban (FFBC)	0.0	$16k	NEW	750.00	21.77	View chart
Invesco Exchange Traded Fd Tr Ftse Rafi 1000 Etf Ftse Rafi 1000 Etf (PRF)	0.0	$16k		104.00	156.78	View chart
Insulet Corporation (PODD)	0.0	$16k		50.00	318.96	View chart
Genuine Parts Company (GPC)	0.0	$16k		95.00	167.31	View chart
Liberty Media Corp Delaware Com A Siriusxm	0.0	$15k		546.00	28.09	View chart
U.S. Lime & Minerals (USLM)	0.0	$15k		100.00	152.69	View chart
Liberty Media Corp Series C Li	0.0	$15k		198.00	74.83	View chart
Ishares Trust Eafe Grwth Etf Eafe Grwth Etf (EFG)	0.0	$14k		150.00	93.68	View chart
First Tst Mornings Shs Etf Shs Etf (FDL)	0.0	$14k	-99%	390.00	35.50	View chart
Ishares Inc Core Msci Emkt Etf Core Msci Emkt Etf (IEMG)	0.0	$14k	-13%	276.00	48.79	View chart
Schwab Strategic Tr Us Lrg Cap Etf Us Lrg Cap Etf (SCHX)	0.0	$13k		278.00	48.37	View chart
International Business Machines (IBM)	0.0	$13k		102.00	131.09	View chart
Marathon Petroleum Corp (MPC)	0.0	$13k		96.00	134.83	View chart
Pfizer (PFE)	0.0	$13k	-85%	315.00	40.80	View chart
Invesco Exchange Traded Fd Tr Ftse Rafi 1500 Etf Ftse Rafi 1500 Etf (PRFZ)	0.0	$13k		77.00	164.52	View chart
Travelers Companies (TRV)	0.0	$12k		70.00	171.41	View chart
Liberty Broadband Corporation (LBRDA)	0.0	$11k		136.00	82.12	View chart
Schwab Strategic Tr Us Dividend Eq Etf Us Dividend Eq Etf (SCHD)	0.0	$11k	-12%	150.00	73.16	View chart
First Trust Portfolios Shs Etf Shs Etf (QTEC)	0.0	$10k		80.00	130.51	View chart
Exelon Corporation (EXC)	0.0	$9.7k		231.00	41.89	View chart
Netflix (NFLX)	0.0	$9.7k		28.00	345.46	View chart
3M Company (MMM)	0.0	$9.5k		90.00	105.11	View chart
Liberty Media Corp Del Com Ser	0.0	$9.2k		136.00	67.50	View chart
First Trust New Opportunities	0.0	$9.0k		1.5k	5.98	View chart
Enbridge (ENB)	0.0	$8.5k		224.00	38.15	View chart
Invesco Exchange Traded Fund T Msci Gbl Timbr Etf Msci Gbl Timbr Etf (CUT)	0.0	$8.4k		281.00	29.85	View chart
Gilead Sciences (GILD)	0.0	$8.3k		100.00	82.97	View chart
Warner Bros. Discovery (WBD)	0.0	$7.7k		509.00	15.10	View chart
Concentrix Corp (CNXC)	0.0	$7.5k		62.00	121.55	View chart
Invesco Exchange Traded Fund T Ftse Rafi Dev Etf Ftse Rafi Dev Etf (PXF)	0.0	$7.5k		171.00	44.06	View chart
Select Sector Spdr Trust Sbi Cons Stpls Etf Sbi Cons Stpls Etf (XLP)	0.0	$7.5k		100.00	74.71	View chart
Adams Express Company (ADX)	0.0	$7.1k		456.00	15.54	View chart
Occidental Petroleum Corporation (OXY)	0.0	$6.9k		111.00	62.43	View chart
Spdr Series Trust Dj Reit Etf Dj Reit Etf (RWR)	0.0	$6.9k		78.00	88.78	View chart
Ishares Trust S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)	0.0	$6.8k	-53%	106.00	63.89	View chart
Constellation Energy (CEG)	0.0	$6.0k		77.00	78.51	View chart
SYNNEX Corporation (SNX)	0.0	$6.0k		62.00	96.79	View chart
Service Corporation International (SCI)	0.0	$5.8k		85.00	68.78	View chart
Brightspire Capital Inc Com Usd0.01 Cl A Com Usd0.01 Cl A (BRSP)	0.0	$5.7k		969.00	5.90	View chart
Wolverine World Wide (WWW)	0.0	$5.6k		326.00	17.05	View chart
Civista Bancshares Inc equity (CIVB)	0.0	$5.4k	-75%	318.00	16.88	View chart
Palantir Tech Inc Com Cl A Com Cl A (PLTR)	0.0	$4.2k		500.00	8.45	View chart
Invesco Exchange Traded Fund T S&p500 Hdl Vol Etf S&p500 Hdl Vol Etf (SPHD)	0.0	$4.2k	-99%	100.00	42.21	View chart
Spdr Index Shares Funds Dj Intl Rl Etf Dj Intl Rl Etf (RWX)	0.0	$4.1k		157.00	26.28	View chart
Cigna Corp (CI)	0.0	$3.8k		15.00	255.53	View chart
Select Sector Spdr Trust Rl Est Sel Sec Etf Rl Est Sel Sec Etf (XLRE)	0.0	$3.7k	-80%	100.00	37.38	View chart
Honeywell International (HON)	0.0	$3.6k		19.00	191.11	View chart
CenterPoint Energy (CNP)	0.0	$3.6k		121.00	29.40	View chart
Barrick Gold Corp (GOLD)	0.0	$3.0k		164.00	18.57	View chart
Verizon Communications (VZ)	0.0	$1.6k		42.00	38.88	View chart
Nuveen Esg Nuveen Esg Lrg Cap Val Etf Nuveen Esg Lrg Cap Val Etf (NULV)	0.0	$1.6k	-47%	46.00	34.07	View chart
Ishares Trust Core Msci Eafe Etf Core Msci Eafe Etf (IEFA)	0.0	$1.5k	-88%	22.00	66.86	View chart
Canopy Gro	0.0	$1.3k		719.00	1.75	View chart
Walt Disney Company (DIS)	0.0	$1.2k		12.00	100.17	View chart
Carnival Corporation (CCL)	0.0	$1.1k		104.00	10.15	View chart
Ciena Corporation (CIEN)	0.0	$840.000000		16.00	52.50	View chart
Citigroup (C)	0.0	$797.000800		17.00	46.88	View chart
Global X Fds Russell 2000 Covered Call Etf Russell 2000 Covered Call Etf (RYLD)	0.0	$789.998000		44.00	17.95	View chart
3D Systems Corporation (DDD)	0.0	$697.001500		65.00	10.72	View chart
Nike Inc Com Cl B Com Cl B (NKE)	0.0	$613.000000		5.00	122.60	View chart
Occidental Petroleum Corp Warrant Warrant (OXY.WS)	0.0	$533.000000		13.00	41.00	View chart
Fs Kkr Capital Corp (FSK)	0.0	$518.000000	NEW	28.00	18.50	View chart
Citius Pharmaceuticals (CTXR)	0.0	$468.000000		400.00	1.17	View chart
Vanguard Short Term Treas Etf Short Term Treas Etf (VGSH)	0.0	$409.999800		7.00	58.57	View chart
Vanguard Vng Rus2000idx Etf Vng Rus2000idx Etf (VTWO)	0.0	$360.000000		5.00	72.00	View chart
Meta Platforms Inc Com Cl A Com Cl A (META)	0.0	$212.000000	-80%	1.00	212.00	View chart
Riley Exploration Permian In (REPX)	0.0	$152.000000		4.00	38.00	View chart
Viatris (VTRS)	0.0	$106.000400		11.00	9.64	View chart
Wabtec Corporation (WAB)	0.0	$101.000000		1.00	101.00	View chart
General Electric (GE)	0.0	$96.000000		1.00	96.00	View chart
Mountain Province Diamonds (MPVDF)	0.0	$74.002500		195.00	0.38	View chart
Resideo Technologies (REZI)	0.0	$54.999900		3.00	18.33	View chart
Kyndryl Holdings Ord Wi (KD)	0.0	$44.000100		3.00	14.67	View chart
Ea Series Trust Bridgeway Blue Chip Etf Bridgeway Blue Chip Etf (BBLU)	0.0	$9.000000		1.00	9.00	View chart
Garrett Motion (GTX)	0.0	$8.000000		1.00	8.00	View chart
Medical Marijuana Inc cs (MJNA)	0.0	$4.000000		1.0k	0.00	View chart
Hemp (HEMP)	0.0	$0	NEW	1.0k	0.00	View chart

Past Filings by Clear Perspectives Financial Planning

SEC 13F filings are viewable for Clear Perspectives Financial Planning going back to 2020

Clear Perspectives Financial Planning 2023 Q1 filed May 11, 2023
Clear Perspectives Financial Planning 2022 Q4 filed Feb. 13, 2023
Clear Perspectives Financial Planning 2022 Q3 filed Nov. 9, 2022
Clear Perspectives Financial Planning 2022 Q2 filed Aug. 11, 2022
Clear Perspectives Financial Planning 2022 Q1 filed May 12, 2022
Clear Perspectives Financial Planning 2021 Q4 filed Feb. 9, 2022
Clear Perspectives Financial Planning 2021 Q3 filed Nov. 5, 2021
Clear Perspectives Financial Planning 2021 Q2 filed Aug. 5, 2021
Clear Perspectives Financial Planning 2021 Q1 filed May 6, 2021
Clear Perspectives Financial Planning 2020 Q4 filed Feb. 1, 2021

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