Clear Retirement Advice

Clear Retirement Advice as of June 30, 2026

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