Instuitional Investor - Clear Perspectives Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Clear Perspectives Financial Planning, Llc |
| Portfolio Value | $178,367,061 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | PG | 119,795 | $17,812,319 | 9.98% | |
| 2. | Vanguard Whitehall Funds | 167,160 | $17,635,416 | 9.88% | |
| 3. | Invesco Exchange Traded Fd Tr S&P500 Eql Wgt Etf | 101,050 | $14,613,864 | 8.19% | |
| 4. | Vanguard Value Etf | 104,162 | $14,385,823 | 8.06% | |
| 5. | Vanguard S&P 500 Etf Shs | 29,738 | $11,183,620 | 6.27% |
