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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 $127,365,517
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 598,083 $14,515,479 11.4%
2.
Spdr Index Shs Fds
 281,259 $12,839,485 10.08%
3.
Ishares Trust
 IEF 83,503 $11,893,373 9.34%
4.
Invesco Exch Traded Fd Tr Ii
 112,551 $11,879,794 9.33%
5.
Vanguard Index Fds - SM CP VAL ETF
 32,711 $7,106,518 5.58%
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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