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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PROCTER & GAMBLE Co
| PG | Common | 119,795 | 2,181 | 17,812,319,000 | 17,797,470,000 | 9.99 | 0.01 |
Hist
| 03/31/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 29,738 | 16,303 | 11,183,620,000 | 11,179,209,000 | 6.27 | |
Hist
| 03/31/2023 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 68,074 | 57,637 | 10,484,143,000 | 10,482,732,000 | 5.88 | |
Hist
| 03/31/2023 |
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SPDR SERIES TRUST
| SDY | Common | 59,084 | 5,355 | 7,309,335,000 | 7,303,344,000 | 4.10 | |
Hist
| 03/31/2023 |
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VANGUARD WORLD FUND
| MGK | Common | 25,381 | 15,939 | 5,190,769,000 | 5,189,123,000 | 2.91 | |
Hist
| 03/31/2023 |
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VANGUARD WORLD FUND
| MGV | Common | 44,535 | 12,324 | 4,498,926,000 | 4,496,030,000 | 2.52 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| IOO | Common | 43,702 | 38,106 | 3,061,760,000 | 3,061,427,000 | 1.72 | |
Hist
| 03/31/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 6,235 | 83 | 2,552,507,000 | 2,550,310,000 | 1.43 | |
Hist
| 03/31/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 10,017 | 72 | 2,044,412,000 | 2,042,627,000 | 1.15 | |
Hist
| 03/31/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 1,280 | 40 | 242,710,000 | 242,498,000 | 0.14 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| ACWI | Common Stock | 2,288 | 1,153 | 208,574,000 | 208,486,000 | 0.12 | |
Hist
| 03/31/2023 |
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FIFTH THIRD BANCORP
| FITB | Common | 1,577 | 462 | 42,011,000 | 41,975,000 | 0.02 | 0.00 |
Hist
| 03/31/2023 |
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J M SMUCKER Co
| SJM | Common | 265 | 41 | 41,703,000 | 41,672,000 | 0.02 | 0.00 |
Hist
| 03/31/2023 |
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Monster Beverage Corp
| MNST | Common | 540 | 270 | 29,165,000 | 29,142,000 | 0.02 | 0.00 |
Hist
| 03/31/2023 |
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iShares, Inc.
| IEMG | Common | 276 | 124 | 13,466,000 | 13,459,000 | 0.01 | |
Hist
| 03/31/2023 |
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