Clear Retirement Advice Llc Portfolio Stock Holdings
Clear Retirement Advice Llc disclosed 54 stock positions valued at approximately $146.0 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, SPDR INDEX SHS FDS, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 15, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 54
- Portfolio Value
- $146.0M
Holdings by Sector
Clear Retirement Advice Llc Portfolio Holdings in Q2 2026
54 holdings in the latest reporting period.
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| 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 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.45% | 874 | - | - | $652,677 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.39% | 24,235 | - | - | $573,885 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.36% | 1,029 | - | - | $528,494 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.30% | 2,377 | - | - | $440,292 |
| VANGUARD INDEX FDS | VUG | Other | 0.28% | 4,759 | +3,822 | +407.90% | $409,940 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.27% | 3,352 | - | - | $393,123 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.27% | 2,055 | -70 | -3.29% | $391,519 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.26% | 7,412 | -45 | -0.60% | $383,793 |
| VANECK ETF TRUST | ITM | Other | 0.24% | 7,552 | - | - | $354,868 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.24% | 2,236 | - | - | $354,764 |
| ISHARES TR | MUB | Other | 0.24% | 3,217 | - | - | $346,214 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.22% | 1,519 | - | - | $323,198 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.21% | 6,652 | - | - | $301,602 |
| VANGUARD WORLD FD | VOX | Other | 0.21% | 1,635 | - | - | $300,758 |
| ISHARES TR | EFG | Other | 0.20% | 2,331 | - | - | $290,023 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.19% | 89 | - | - | $284,439 |
| ISHARES TR | IWO | Other | 0.19% | 699 | -8 | -1.13% | $275,378 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.19% | 1,082 | - | - | $274,796 |
| FASTENAL CO | FAST | Industrials | 0.19% | 5,694 | - | - | $273,483 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.17% | 3,000 | - | - | $249,210 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.16% | 453 | +30 | +7.09% | $226,677 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.16% | 642 | - | - | $226,421 |
| CHUBB LIMITED | CB | Financial Services | 0.15% | 656 | - | - | $223,525 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.15% | 1,433 | - | - | $217,100 |