Clear Retirement Advice Llc Portfolio Adjustments in Q2 2026

Clear Retirement Advice Llc's portfolio underwent notable adjustments during the second quarter of 2026 (Q2), ending on June 30th, 2026. The analysis focuses solely on changes observed in the portfolio during this period.

Prominent Increases and New Positions

The investor demonstrated a clear preference for expanding their positions within exchange-traded funds (ETFs), particularly those focused on broad market exposure, fixed income, gold, and international equities. Among these ETFs, SCHWAB STRATEGIC TR experienced the most significant increase in shares held during Q2.

• SCHO (Schwab Strategic Trust ETF): Shares increased by approximately 71,811 units (+12.01%), contributing to its portfolio weighting of 11.07%. This was one of the largest share increases for the quarter.
• SPDW (SPDR Index Shares Fund ETF): The investor added about 27,402 shares (+9.74%) during Q2, boosting its allocation to 10.65%. This also represents a substantial increase in holdings for the period.
• SGOL (ETFS Gold TR ETF): Shares grew by roughly 24,808 units (+20.39%), leading to an allocation of 3.83% and marking it as another significant addition this quarter.

Continued Growth in Specific ETFs

The investor continued to build positions in certain established ETFs during Q2:

• IGSB (iShares Treasury ETF): Shares increased by approximately 18,820 units (+14.15%), adding further weight to its allocation of 5.45%.
• VWO (Vanguard International Equity ETF): The investor added about 8,773 shares (+9.04%) during the quarter, increasing its portfolio weighting from prior periods and contributing to a current allocation of 4.33%.

Significant New Acquisitions: Fixed Income & International Focus

In addition to expanding existing ETF positions, Clear Retirement Advice Llc notably increased their holdings in two Vanguard funds:

• VGT (Vanguard World Treasury Fund): This fund saw a substantial increase of about 7,868 shares (+700.0%), resulting in an allocation of just over 0.74% but representing one of the most significant new positions added this quarter.
• VUG (Vanguard Uprising Fund): The investor also significantly boosted their position in VUG, adding approximately 3,822 shares (+407.9%) during Q2, leading to a final allocation of about 0.28%.

Conservative Fixed Income Addition: TBLL ETF

The investor also added shares to the INVESCO EXCH TRADED FD TR II ETF (TBLL), increasing their holdings by about 9,380 units (+8.33%) during Q2 and contributing to its portfolio weighting of 8.81%. This reinforces a pattern of allocating capital towards fixed income instruments.