Clear Retirement Advice Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 22, 2026, Clear Retirement Advice Llc disclosed 60 stock positions valued at approximately $148.99M as of quarter-end September 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SPDR INDEX SHS FDS, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 60
- Portfolio Value
- $148.99M
Holdings by Sector
Clear Retirement Advice Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHO | Other | 11.06% | 690,428 | +20,534 | +3.07% | $16,473,604 |
| SPDR INDEX SHS FDS | SPDW | Other | 10.51% | 311,958 | +3,297 | +1.07% | $15,663,435 |
| ISHARES TR | ITOT | Other | 10.17% | 91,128 | +507 | +0.56% | $15,152,789 |
| INVESCO EXCH TRADED FD TR II | TBLL | Other | 8.91% | 125,697 | +3,766 | +3.09% | $13,268,556 |
| ISHARES TR | IGSB | Other | 5.59% | 162,569 | +10,719 | +7.06% | $8,328,397 |
| VANGUARD INDEX FDS | VBR | Other | 5.34% | 34,444 | -247 | -0.71% | $7,957,700 |
| VANGUARD INDEX FDS | VBK | Other | 4.34% | 19,155 | -430 | -2.20% | $6,471,096 |
| ETFS GOLD TR | SGOL | Other | 4.29% | 161,506 | +15,021 | +10.25% | $6,389,177 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 4.24% | 106,547 | +729 | +0.69% | $6,319,289 |
| SPDR SERIES TRUST | SPYV | Other | 3.67% | 89,357 | -226 | -0.25% | $5,462,391 |
| VANGUARD INDEX FDS | VTI | Other | 3.44% | 13,681 | -262 | -1.88% | $5,119,977 |
| SPDR SERIES TRUST | SPYG | Other | 3.12% | 37,804 | -730 | -1.89% | $4,652,901 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.82% | 38,327 | -3,734 | -8.88% | $2,706,269 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.73% | 33,332 | -1,849 | -5.26% | $2,574,897 |
| APPLE INC | AAPL | Technology | 1.64% | 7,338 | +813 | +12.46% | $2,443,743 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.59% | 86,278 | -1,061 | -1.21% | $2,370,057 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.56% | 79,147 | -123 | -0.16% | $2,319,799 |
| ISHARES GOLD TR | IAU | Other | 1.46% | 27,769 | -172 | -0.62% | $2,168,759 |
| ISHARES INC | IEMG | Other | 1.40% | 25,712 | -505 | -1.93% | $2,086,767 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.19% | 53,265 | -4,108 | -7.16% | $1,774,257 |
| SPDR SERIES TRUST | SLYG | Other | 0.82% | 11,460 | -449 | -3.77% | $1,225,845 |
| VANGUARD WORLD FD | VGT | Other | 0.76% | 8,992 | - | - | $1,130,025 |
| ISHARES TR | SHY | Other | 0.71% | 13,029 | +899 | +7.41% | $1,057,955 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.65% | 27,146 | -2,191 | -7.47% | $975,341 |
| VANGUARD INDEX FDS | VTV | Other | 0.56% | 3,844 | -4 | -0.10% | $830,612 |
| SPDR SERIES TRUST | SLYV | Other | 0.55% | 7,993 | -118 | -1.45% | $816,485 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.52% | 1,017 | +143 | +16.36% | $775,595 |
| ALPHABET INC | GOOGL | Communication Services | 0.50% | 2,181 | +284 | +14.97% | $750,438 |
| VISA INC | V | Financial Services | 0.49% | 2,017 | +14 | +0.70% | $724,769 |
| ALPHABET INC | GOOG | Communication Services | 0.46% | 2,027 | +175 | +9.45% | $690,698 |
Showing 30 of 60 holdings in the latest reporting period.