Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 45.72% of Clear Retirement Advice's stock portfolio.
Added to shares of these 10 stocks: AAPL, SCHO, VCSH, ITOT, SCHB, BRK.B, SPYV, SPYG, VTI, SGOL.
Started 1 new stock position in BRK.B.
Reduced shares in these 10 stocks: SCHV, SCHH, VUG, SCHF, IAU, VBK, VEA, VWO, VTWV, SLYV.
Clear Retirement Advice was a net buyer of stock by $3.0M.
Clear Retirement Advice has $127M in assets under management (AUM), dropping by -0.92%.
Central Index Key (CIK): 0002112984

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Clear Retirement Advice

Clear Retirement Advice holds 54 positions in its portfolio as reported in the March 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)	11.4	$15M		598k	24.27	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	10.1	$13M		281k	45.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	9.3	$12M		84k	142.43	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	9.3	$12M		113k	105.55	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	5.6	$7.1M		33k	217.25	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	5.5	$7.0M		133k	52.56	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	4.4	$5.6M		19k	302.26	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	4.3	$5.4M		122k	44.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.1	$5.2M		97k	54.05	View chart
Spdr Series Trust State Street Spd (SPYV)	3.6	$4.5M	+3%	80k	56.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.5	$4.4M	+2%	14k	320.81	View chart
Spdr Series Trust State Street Spd (SPYG)	2.9	$3.7M	+3%	38k	97.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.2	$2.8M	+8%	35k	79.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$2.7M		43k	64.08	View chart
Ishares Gold Tr Ishares New (IAU)	1.9	$2.5M		28k	88.16	View chart
Apple (AAPL)	1.8	$2.3M	+190%	9.1k	253.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.7	$2.2M	-2%	89k	24.75	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$2.0M	+11%	80k	25.10	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$1.8M		26k	69.75	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.4	$1.8M	-5%	58k	30.50	View chart
Spdr Series Trust State Street Spd (SLYG)	0.9	$1.2M	+7%	12k	96.62	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$877k	+5%	30k	29.13	View chart
Spdr Series Trust State Street Spd (SLYV)	0.6	$786k		8.3k	94.58	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$784k		1.1k	697.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$756k		3.9k	196.20	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$709k		8.6k	82.57	View chart
Visa Com Cl A (V)	0.5	$605k	+4%	2.0k	302.24	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.5	$604k		3.6k	167.22	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$568k		874.00	650.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$546k		1.9k	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$531k		1.9k	286.86	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$521k	-15%	24k	21.49	View chart
Mastercard Incorporated Cl A (MA)	0.4	$514k		1.0k	499.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$409k	-11%	937.00	436.79	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$384k		2.4k	161.73	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.3	$365k		3.4k	108.98	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.3	$351k		7.6k	46.43	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.3	$350k		7.5k	46.91	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$342k		3.2k	106.15	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$328k		2.2k	146.61	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$305k		6.7k	45.89	View chart
AutoZone (AZO)	0.2	$301k		89.00	3377.78	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$294k		1.6k	179.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$292k		1.5k	191.92	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$282k		2.1k	132.90	View chart
Johnson & Johnson (JNJ)	0.2	$265k		1.1k	244.44	View chart
Fastenal Company (FAST)	0.2	$264k		5.7k	46.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$260k		2.3k	111.37	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$246k		3.0k	81.98	View chart
TJX Companies (TJX)	0.2	$229k		1.4k	159.70	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$222k		707.00	313.81	View chart
Chubb (CB)	0.2	$214k		656.00	325.93	View chart
Home Depot (HD)	0.2	$211k		642.00	328.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$203k	NEW	423.00	479.20	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 Q1 filed April 28, 2026
Clear Retirement Advice 2025 Q4 filed Feb. 24, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z