Clear Retirement Advice

Clear Retirement Advice as of March 31, 2026

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