Clear Retirement Advice

Clear Retirement Advice as of Dec. 31, 2025

Portfolio Holdings for Clear Retirement Advice

Clear Retirement Advice holds 53 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 11.2 $14M 589k 24.37
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 10.3 $13M 280k 47.45
Ishares Tr Core S&p Ttl Stk (ITOT) 9.6 $12M 82k 149.89
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 9.2 $12M 112k 105.66
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.8 $7.4M 32k 228.36
Ishares Tr Ishs 1-5yr Invs (IGSB) 5.5 $7.0M 133k 52.86
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.5 $5.8M 19k 309.85
Etfs Gold Tr Physcl Gold Shs (SGOL) 4.4 $5.6M 120k 47.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.3 $5.5M 97k 56.41
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $4.6M 14k 338.25
Spdr Series Trust State Street Spd (SPYV) 3.5 $4.5M 77k 58.64
Spdr Series Trust State Street Spd (SPYG) 2.9 $3.8M 36k 103.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $2.9M 43k 66.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $2.6M 33k 79.71
Ishares Gold Tr Ishares New (IAU) 2.0 $2.6M 28k 90.53
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.8 $2.3M 91k 25.72
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.5 $1.9M 61k 31.59
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.5 $1.9M 72k 26.44
Ishares Core Msci Emkt (IEMG) 1.5 $1.9M 26k 71.87
Spdr Series Trust State Street Spd (SLYG) 0.9 $1.1M 11k 99.06
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $888k 29k 31.08
Apple (AAPL) 0.7 $870k 3.1k 276.49
Spdr Series Trust State Street Spd (SLYV) 0.6 $822k 8.3k 98.84
Vanguard World Inf Tech Etf (VGT) 0.6 $811k 1.1k 721.75
Vanguard Index Fds Value Etf (VTV) 0.6 $784k 3.9k 203.60
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $710k 8.6k 82.73
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.5 $636k 3.6k 174.45
Alphabet Cap Stk Cl A (GOOGL) 0.5 $632k 1.9k 333.04
Visa Com Cl A (V) 0.5 $632k 1.9k 329.95
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $618k 29k 21.64
Alphabet Cap Stk Cl C (GOOG) 0.5 $617k 1.9k 333.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $600k 874.00 686.19
Mastercard Incorporated Cl A (MA) 0.4 $570k 1.0k 553.52
Vanguard Index Fds Growth Etf (VUG) 0.4 $497k 1.1k 467.37
Select Sector Spdr Tr State Street Ind (XLI) 0.3 $403k 2.4k 169.39
Select Sector Spdr Tr State Street Con (XLY) 0.3 $403k 3.4k 120.10
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $366k 7.5k 49.12
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.3 $358k 7.6k 47.42
Select Sector Spdr Tr State Street Hea (XLV) 0.3 $349k 2.2k 156.03
Ishares Tr National Mun Etf (MUB) 0.3 $346k 3.2k 107.62
AutoZone (AZO) 0.3 $331k 89.00 3720.51
Vanguard World Comm Srvc Etf (VOX) 0.2 $315k 1.6k 192.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $302k 1.5k 198.56
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $294k 2.1k 138.12
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $287k 6.7k 43.08
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $275k 2.3k 118.00
Fastenal Company (FAST) 0.2 $275k 5.7k 48.28
Select Sector Spdr Tr State Street Con (XLP) 0.2 $261k 3.0k 86.99
Johnson & Johnson (JNJ) 0.2 $254k 1.1k 234.47
Home Depot (HD) 0.2 $249k 642.00 387.20
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $236k 710.00 331.99
TJX Companies (TJX) 0.2 $221k 1.4k 153.94
Chubb (CB) 0.2 $216k 656.00 329.45