Home › Clear Retirement Advice LLC

Clear Retirement Advice LLC 13F holdings

Filed 2026-07-15 · Clear Retirement Advice LLC · 54 positions · $146.0M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
SCHOSCHWAB STRATEGIC TR669.9K$16.2M11.1%
SPDWSPDR INDEX SHS FDS308.7K$15.6M10.7%
ITOTISHARES TR90.6K$14.9M10.2%
TBLLINVESCO EXCH TRADED FD TR II121.9K$12.9M8.8%
VBRVANGUARD INDEX FDS34.7K$8.4M5.8%
IGSBISHARES TR151.8K$8.0M5.4%
VBKVANGUARD INDEX FDS19.6K$7.2M4.9%
VWOVANGUARD INTL EQUITY INDEX F105.8K$6.3M4.3%
SGOLETFS GOLD TR146.5K$5.6M3.8%
SPYVSPDR SERIES TRUST89.6K$5.4M3.7%
VTIVANGUARD INDEX FDS13.9K$5.2M3.5%
SPYGSPDR SERIES TRUST38.5K$4.6M3.1%
VEAVANGUARD TAX-MANAGED FDS42.1K$3.0M2.1%
VCSHVANGUARD SCOTTSDALE FDS35.2K$2.8M1.9%
SCHFSCHWAB STRATEGIC TR87.3K$2.4M1.7%
SCHBSCHWAB STRATEGIC TR79.3K$2.3M1.6%
ACWIISHARES INC26.2K$2.2M1.5%
IAUISHARES GOLD TR27.9K$2.1M1.4%
SCHVSCHWAB STRATEGIC TR57.4K$2.0M1.4%
AAPLAPPLE INC6.5K$1.9M1.3%
SLYGSPDR SERIES TRUST11.9K$1.4M1.0%
VGTVANGUARD WORLD FD9.0K$1.1M0.7%
SHYISHARES TR12.1K$995,9940.7%
SCHGSCHWAB STRATEGIC TR29.3K$992,7510.7%
SLYVSPDR SERIES TRUST8.1K$884,9910.6%
VTVVANGUARD INDEX FDS3.8K$838,5950.6%
VTWVVANGUARD SCOTTSDALE FDS3.6K$706,1250.5%
VVISA INC2.0K$687,2090.5%
GOOGLALPHABET INC1.9K$677,9310.5%
GOOGALPHABET INC1.9K$654,3670.4%
SPYSTATE STR SPDR S&P 500 ETF T874$652,6770.4%
SCHHSCHWAB STRATEGIC TR24.2K$573,8850.4%
MAMASTERCARD INCORPORATED1.0K$528,4940.4%
XLISELECT SECTOR SPDR TR2.4K$440,2920.3%
VUGVANGUARD INDEX FDS4.8K$409,9400.3%
XLYSELECT SECTOR SPDR TR3.4K$393,1230.3%
XLKSELECT SECTOR SPDR TR2.1K$391,5190.3%
SPEMSPDR INDEX SHS FDS7.4K$383,7930.3%
ITMVANECK ETF TRUST7.6K$354,8680.2%
XLVSELECT SECTOR SPDR TR2.2K$354,7640.2%
MUBISHARES TR3.2K$346,2140.2%
RSPINVESCO EXCHANGE TRADED FD T1.5K$323,1980.2%
XLUSELECT SECTOR SPDR TR6.7K$301,6020.2%
VOXVANGUARD WORLD FD1.6K$300,7580.2%
EFGISHARES TR2.3K$290,0230.2%
AZOAUTOZONE INC89$284,4390.2%
IWOISHARES TR699$275,3780.2%
JNJJOHNSON & JOHNSON1.1K$274,7960.2%
FASTFASTENAL CO5.7K$273,4830.2%
XLPSELECT SECTOR SPDR TR3.0K$249,2100.2%
BRK-BBERKSHIRE HATHAWAY INC DEL453$226,6770.2%
HDHOME DEPOT INC642$226,4210.2%
CBCHUBB LIMITED656$223,5250.2%
TJXTJX COS INC NEW1.4K$217,1000.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}