Clear Retirement Advice Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 15, 2026, Clear Retirement Advice Llc disclosed 54 stock positions valued at approximately $146.03M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SPDR INDEX SHS FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 54
- Portfolio Value
- $146.03M
Holdings by Sector
Clear Retirement Advice Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHO | Other | 11.07% | 669,894 | +71,811 | +12.01% | $16,171,239 |
| SPDR INDEX SHS FDS | SPDW | Other | 10.65% | 308,661 | +27,402 | +9.74% | $15,553,451 |
| ISHARES TR | ITOT | Other | 10.19% | 90,621 | +7,118 | +8.52% | $14,886,387 |
| INVESCO EXCH TRADED FD TR II | TBLL | Other | 8.81% | 121,931 | +9,380 | +8.33% | $12,872,257 |
| VANGUARD INDEX FDS | VBR | Other | 5.77% | 34,691 | +1,980 | +6.05% | $8,429,653 |
| ISHARES TR | IGSB | Other | 5.45% | 151,850 | +18,820 | +14.15% | $7,958,436 |
| VANGUARD INDEX FDS | VBK | Other | 4.90% | 19,585 | +996 | +5.36% | $7,162,126 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 4.33% | 105,818 | +8,773 | +9.04% | $6,316,277 |
| ETFS GOLD TR | SGOL | Other | 3.83% | 146,485 | +24,808 | +20.39% | $5,600,122 |
| SPDR SERIES TRUST | SPYV | Other | 3.73% | 89,583 | +9,640 | +12.06% | $5,445,727 |
| VANGUARD INDEX FDS | VTI | Other | 3.53% | 13,943 | +114 | +0.82% | $5,159,468 |
| SPDR SERIES TRUST | SPYG | Other | 3.14% | 38,534 | +909 | +2.42% | $4,585,159 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.05% | 42,061 | -622 | -1.46% | $2,996,846 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.90% | 35,181 | -100 | -0.28% | $2,780,354 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.66% | 87,339 | -1,260 | -1.42% | $2,419,290 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.57% | 79,270 | -647 | -0.81% | $2,295,659 |
| ISHARES INC | IEMG | Other | 1.49% | 26,217 | -143 | -0.54% | $2,171,797 |
| ISHARES GOLD TR | IAU | Other | 1.44% | 27,941 | -20 | -0.07% | $2,109,825 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.37% | 57,373 | -662 | -1.14% | $1,997,154 |
| APPLE INC | AAPL | Technology | 1.29% | 6,525 | -2,622 | -28.67% | $1,888,074 |
| SPDR SERIES TRUST | SLYG | Other | 0.97% | 11,909 | -103 | -0.86% | $1,418,752 |
| VANGUARD WORLD FD | VGT | Other | 0.74% | 8,992 | +7,868 | +700.00% | $1,074,724 |
| ISHARES TR | SHY | Other | 0.68% | 12,130 | +3,549 | +41.36% | $995,994 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.68% | 29,337 | -771 | -2.56% | $992,751 |
| SPDR SERIES TRUST | SLYV | Other | 0.61% | 8,111 | -195 | -2.35% | $884,991 |
| VANGUARD INDEX FDS | VTV | Other | 0.57% | 3,848 | -3 | -0.08% | $838,595 |
| VANGUARD SCOTTSDALE FDS | VTWV | Other | 0.48% | 3,613 | - | - | $706,125 |
| VISA INC | V | Financial Services | 0.47% | 2,003 | - | - | $687,209 |
| ALPHABET INC | GOOGL | Communication Services | 0.46% | 1,897 | - | - | $677,931 |
| ALPHABET INC | GOOG | Communication Services | 0.45% | 1,852 | - | - | $654,367 |
Showing 30 of 54 holdings in the latest reporting period.