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Home > Institutional Investor > Clear Retirement Advice Llc > Profile

Instuitional Investor - Clear Retirement Advice Llc

Fund Profile
Filing Period:
Fund Name: Clear Retirement Advice Llc
Portfolio Value $128,552,731
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 588,651 $14,345,418 11.16%
2.
Spdr Index Shs Fds
 279,687 $13,271,160 10.32%
3.
Ishares Trust
 IEF 82,006 $12,291,805 9.56%
4.
Invesco Exch Traded Fd Tr Ii
 111,906 $11,824,005 9.2%
5.
Vanguard Index Fds - SM CP VAL ETF
 32,436 $7,407,040 5.76%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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