News + Filings Holdings
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Clear Perspectives Financial Planning, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD ADMIRAL FUNDS
| VOOV | Common | 63,978 | 63,978 | 9,385,599,000 | 9,385,599,000 | 5.26 | |
Hist
| 03/31/2023 |
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VANGUARD STAR FUNDS
| VXUS | Common | 138,081 | 138,081 | 7,623,479,000 | 7,623,479,000 | 4.27 | |
Hist
| 03/31/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 165,572 | 165,572 | 7,478,894,000 | 7,478,894,000 | 4.19 | |
Hist
| 03/31/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 800 | 800 | 32,320,000 | 32,320,000 | 0.02 | |
Hist
| 03/31/2023 |
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SCHWAB STRATEGIC TRUST
| SCHF | Common | 920 | 920 | 32,016,000 | 32,016,000 | 0.02 | |
Hist
| 03/31/2023 |
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FIRST FINANCIAL BANCORP /OH/
| FFBC | Common | 750 | 750 | 16,328,000 | 16,328,000 | 0.01 | 0.00 |
Hist
| 03/31/2023 |
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INVESCO EXCHANGE TRADED FD T
| PRF | Common | 104 | 104 | 16,305,000 | 16,305,000 | 0.01 | |
Hist
| 03/31/2023 |
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SCHWAB US LC ETF
| SCHX | Equities | 278 | 278 | 13,447,000 | 13,447,000 | 0.01 | |
Hist
| 03/31/2023 |
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INVESCO EXCHANGE-TRADED FUND TRUST
| PRFZ | Exchange Traded Fund | 77 | 77 | 12,668,000 | 12,668,000 | 0.01 | |
Hist
| 03/31/2023 |
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Invesco Exchange-Traded Fund Trust II
| PXF | Exchange Traded Fund | 171 | 171 | 7,534,000 | 7,534,000 | 0.00 | |
Hist
| 03/31/2023 |
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CARNIVAL CORP
| CCL | Common | 104 | 104 | 1,056,000 | 1,056,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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NIKE, Inc.
| NKE | Common | 5 | 5 | 613,000 | 613,000 | 0.00 | |
Hist
| 03/31/2023 |
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FS KKR Capital Corp
| FSK | COM | 28 | 28 | 518,000 | 518,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Citius Pharmaceuticals, Inc.
| CTXR | Common | 400 | 400 | 468,000 | 468,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 7 | 7 | 410,000 | 410,000 | 0.00 | |
Hist
| 03/31/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VTWO | Common | 5 | 5 | 360,000 | 360,000 | 0.00 | |
Hist
| 03/31/2023 |
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Meta Platforms, Inc.
| FB | Common | 1 | 1 | 212,000 | 212,000 | 0.00 | |
Hist
| 03/31/2023 |
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Riley Exploration Permian, Inc.
| REPX | Common | 4 | 4 | 152,000 | 152,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Viatris Inc
| VTRS | Stock | 11 | 11 | 106,000 | 106,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
| WAB | Common | 1 | 1 | 101,000 | 101,000 | 0.00 | |
Hist
| 03/31/2023 |
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GENERAL ELECTRIC CO
| GE | Stock | 1 | 1 | 96,000 | 96,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Mountain Province Diamonds Inc.
| MDM | COM NEW | 195 | 195 | 74,000 | 74,000 | 0.00 | |
Hist
| 03/31/2023 |
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RESIDEO TECHNOLOGIES, INC.
| REZI | Common | 3 | 3 | 55,000 | 55,000 | 0.00 | |
Hist
| 03/31/2023 |
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Kyndryl Holdings, Inc.
| KD | Common | 3 | 3 | 44,000 | 44,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Garrett Motion Inc.
| GTX | COM | 1 | 1 | 8,000 | 8,000 | 0.00 | |
Hist
| 03/31/2023 |
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