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Clear Retirement Advice

Latest statistics and disclosures from Clear Retirement Advice's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHO, SPDW, ITOT, TBLL, VBR, and represent 46.51% of Clear Retirement Advice's stock portfolio.
Added to shares of these 10 stocks: SCHO, SPDW, ITOT, TBLL, IGSB, SGOL, VGT, SPYV, VWO, VBR.
Reduced shares in these 10 stocks: AAPL, VEA, SCHF, SCHG, SCHV, SLYV, SCHB, XLK, SLYG, IEMG.
Clear Retirement Advice was a net buyer of stock by $9.9M.
Clear Retirement Advice has $146M in assets under management (AUM), dropping by 14.65%.
Central Index Key (CIK): 0002112984

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Positions held by Clear Retirement Advice consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clear Retirement Advice

Clear Retirement Advice holds 54 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	11.1	$16M	+12%	670k	24.14	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	10.7	$16M	+9%	309k	50.39	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	10.2	$15M	+8%	91k	164.27	View chart
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)	8.8	$13M	+8%	122k	105.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	5.8	$8.4M	+6%	35k	242.99	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	5.4	$8.0M	+14%	152k	52.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	4.9	$7.2M	+5%	20k	365.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.3	$6.3M	+9%	106k	59.69	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	3.8	$5.6M	+20%	147k	38.23	View chart
Spdr Series Trust St Str P500val (SPYV)	3.7	$5.4M	+12%	90k	60.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.5	$5.2M		14k	370.04	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	3.1	$4.6M	+2%	39k	118.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$3.0M		42k	71.25	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.9	$2.8M		35k	79.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.7	$2.4M		87k	27.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$2.3M		79k	28.96	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$2.2M		26k	82.84	View chart
Ishares Gold Tr Ishares New (IAU)	1.4	$2.1M		28k	75.51	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.4	$2.0M		57k	34.81	View chart
Apple (AAPL)	1.3	$1.9M	-28%	6.5k	289.36	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	1.0	$1.4M		12k	119.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$1.1M	+700%	9.0k	119.52	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$996k	+41%	12k	82.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$993k	-2%	29k	33.84	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.6	$885k	-2%	8.1k	109.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$839k		3.8k	217.93	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.5	$706k		3.6k	195.44	View chart
Visa Com Cl A (V)	0.5	$687k		2.0k	343.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$678k		1.9k	357.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$654k		1.9k	353.33	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$653k		874.00	746.77	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$574k		24k	23.68	View chart
Mastercard Incorporated Cl A (MA)	0.4	$529k		1.0k	513.60	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$440k		2.4k	185.23	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$410k	+407%	4.8k	86.14	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.3	$393k		3.4k	117.28	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$392k	-3%	2.1k	190.52	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$384k		7.4k	51.78	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$355k		7.6k	46.99	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$355k		2.2k	158.66	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$346k		3.2k	107.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$323k		1.5k	212.77	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$302k		6.7k	45.34	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$301k		1.6k	183.95	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$290k		2.3k	124.42	View chart
AutoZone (AZO)	0.2	$284k		89.00	3195.94	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$275k		699.00	393.96	View chart
Johnson & Johnson (JNJ)	0.2	$275k		1.1k	253.97	View chart
Fastenal Company (FAST)	0.2	$274k		5.7k	48.03	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.2	$249k		3.0k	83.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$227k	+7%	453.00	500.39	View chart
Home Depot (HD)	0.2	$226k		642.00	352.68	View chart
Chubb (CB)	0.2	$224k		656.00	340.74	View chart
TJX Companies (TJX)	0.1	$217k		1.4k	151.50	View chart

Past Filings by Clear Retirement Advice

SEC 13F filings are viewable for Clear Retirement Advice going back to 2025

Clear Retirement Advice 2026 Q2 filed July 15, 2026
Clear Retirement Advice 2026 Q1 filed April 28, 2026
Clear Retirement Advice 2025 Q4 filed Feb. 24, 2026

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