CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC Holdings

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC is an investment fund managing more than 203.94M US dollars. The largest holdings include iShares 0-3 Month Treasury Bond ETF, SPDR Bloomberg 1-3 Month T-Bill ETF and Vanguard High Dividend Yield Index Fund. In Q3 2022 the fund bought assets of total value of 17.79M US dollars and sold assets of total value of 70.06M US dollars.

$203.93M

portfolio value

-5.69%

quarter

-17.49%

1 year

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2021	48896000	34855000
Q2 2021	44373000	10305000
Q3 2021	21850000	8122000
Q4 2021	32150000	5943000
Q1 2022	83513000	66734000
Q2 2022	70388000	77185000
Q3 2022	17789000	70059000

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
iShares 0-3 Month Treasury Bond ETF Portfolio share: 14.28% Portfolio value: 29.12M Avg. open price: $100.12 Current price: $100.14 P/L: +0.02% Bought +5.02% shares Q3 2022	share	14.28%	29.12M	$100.12	$100.14	+0.02%	Bought +5.02% shares Q3 2022
SPDR Bloomberg 1-3 Month T-Bill ETF Portfolio share: 10.44% Portfolio value: 21.28M Avg. open price: $91.43 Current price: $91.44 P/L: +0.01% Sold -19.85% shares Q3 2022	share	10.44%	21.28M	$91.43	$91.44	+0.01%	Sold -19.85% shares Q3 2022
Vanguard High Dividend Yield Index Fund Portfolio share: 9.86% Portfolio value: 20.11M Avg. open price: $111.74 Current price: $113 P/L: +1.13% Sold -12.93% shares Q3 2022	share	9.86%	20.11M	$111.74	$113	+1.13%	Sold -12.93% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 7.28% Portfolio value: 14.84M Avg. open price: $150.72 Current price: $150.61 P/L: -0.07% Bought +4.65% shares Q3 2022	share	7.28%	14.84M	$150.72	$150.61	-0.07%	Bought +4.65% shares Q3 2022
Invesco S&P 500 Equal Weight ETF Portfolio share: 7.01% Portfolio value: 14.29M Avg. open price: $134.33 Current price: $148.94 P/L: +10.88% Sold -9.03% shares Q3 2022	share	7.01%	14.29M	$134.33	$148.94	+10.88%	Sold -9.03% shares Q3 2022
Vanguard Value Index Fund Portfolio share: 6.55% Portfolio value: 13.36M Avg. open price: $137.29 Current price: $146 P/L: +6.34% Sold -4.57% shares Q3 2022	share	6.55%	13.36M	$137.29	$146	+6.34%	Sold -4.57% shares Q3 2022
iShares Select Dividend ETF Portfolio share: 4.48% Portfolio value: 9.12M Avg. open price: N/A Current price: $125.19 P/L: N/A Sold -14.72% shares Q3 2022	share	4.48%	9.12M	N/A	$125.19	N/A	Sold -14.72% shares Q3 2022
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF Portfolio share: 4.15% Portfolio value: 8.46M Avg. open price: $14.48 Current price: $16.95 P/L: +17.08% Bought +4.50% shares Q3 2022	share	4.15%	8.46M	$14.48	$16.95	+17.08%	Bought +4.50% shares Q3 2022
SPDR S&P Dividend ETF Portfolio share: 2.94% Portfolio value: 5.99M Avg. open price: $127.46 Current price: $131.57 P/L: +3.22% Bought +7.38% shares Q3 2022	share	2.94%	5.99M	$127.46	$131.57	+3.22%	Bought +7.38% shares Q3 2022
First Trust Global Tactical Commodity Strategy Fund Portfolio share: 2.61% Portfolio value: 5.32M Avg. open price: $25.44 Current price: $26.56 P/L: +4.40% Bought +7.31% shares Q3 2022	share	2.61%	5.32M	$25.44	$26.56	+4.40%	Bought +7.31% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 2.16% Portfolio value: 4.41M Avg. open price: $393.76 Current price: $374 P/L: -5.02% Bought +9.83% shares Q3 2022	share	2.16%	4.41M	$393.76	$374	-5.02%	Bought +9.83% shares Q3 2022
First Trust Morningstar Dividend Leaders Index Fund Portfolio share: 2.15% Portfolio value: 4.39M Avg. open price: $35.22 Current price: $38.01 P/L: +7.92% Bought +304.98% shares Q3 2022	share	2.15%	4.39M	$35.22	$38.01	+7.92%	Bought +304.98% shares Q3 2022
Invesco S&P 500 Pure Value ETF Portfolio share: 1.85% Portfolio value: 3.76M Avg. open price: $75.09 Current price: $82.5 P/L: +9.87% Bought +489.34% shares Q3 2022	share	1.85%	3.76M	$75.09	$82.5	+9.87%	Bought +489.34% shares Q3 2022
SPDR Portfolio S&P 500 High Dividend ETF Portfolio share: 1.78% Portfolio value: 3.62M Avg. open price: $39.91 Current price: $41.6 P/L: +4.23% Bought +12.43% shares Q3 2022	share	1.78%	3.62M	$39.91	$41.6	+4.23%	Bought +12.43% shares Q3 2022
iShares Core High Dividend ETF Portfolio share: 1.74% Portfolio value: 3.55M Avg. open price: $100.43 Current price: $108.09 P/L: +7.63% Bought +900.05% shares Q3 2022	share	1.74%	3.55M	$100.43	$108.09	+7.63%	Bought +900.05% shares Q3 2022
Invesco High Yield Equity Dividend Achievers ETF Portfolio share: 1.62% Portfolio value: 3.30M Avg. open price: N/A Current price: $21.51 P/L: N/A N/A Q3 2022	share	1.62%	3.30M	N/A	$21.51	N/A	N/A Q3 2022
Vanguard Mega Cap Value Index Fund Portfolio share: 1.42% Portfolio value: 2.89M Avg. open price: $107.26 Current price: $106.52 P/L: -0.69% Bought +0.51% shares Q3 2022	share	1.42%	2.89M	$107.26	$106.52	-0.69%	Bought +0.51% shares Q3 2022
iShares Russell 1000 ETF Portfolio share: 1.34% Portfolio value: 2.74M Avg. open price: N/A Current price: $224.17 P/L: N/A Sold -1.52% shares Q3 2022	share	1.34%	2.74M	N/A	$224.17	N/A	Sold -1.52% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 1.08% Portfolio value: 2.19M Avg. open price: $428.4 Current price: $406.91 P/L: -5.02% Sold -5.16% shares Q3 2022	share	1.08%	2.19M	$428.4	$406.91	-5.02%	Sold -5.16% shares Q3 2022
Invesco S&P 500 High Dividend Low Volatility ETF Portfolio share: 1.06% Portfolio value: 2.16M Avg. open price: $44.14 Current price: $45.59 P/L: +3.29% Bought +595.22% shares Q3 2022	share	1.06%	2.16M	$44.14	$45.59	+3.29%	Bought +595.22% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 1.02% Portfolio value: 2.08M Avg. open price: $428.29 Current price: $408.71 P/L: -4.57% Sold -0.60% shares Q3 2022	share	1.02%	2.08M	$428.29	$408.71	-4.57%	Sold -0.60% shares Q3 2022
ISHARES TRUST BLACKROCK ULTRA SHT TRM BD Portfolio share: 0.91% Portfolio value: 1.85M Avg. open price: N/A Current price: N/A P/L: N/A Sold -26.64% shares Q3 2022	share	0.91%	1.85M	N/A	N/A	N/A	Sold -26.64% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.88% Portfolio value: 1.78M Avg. open price: $228.1 Current price: $203.99 P/L: -10.57% Sold -0.05% shares Q3 2022	share	0.88%	1.78M	$228.1	$203.99	-10.57%	Sold -0.05% shares Q3 2022
Goldman Sachs Access Treasury 0-1 Year ETF Portfolio share: 0.86% Portfolio value: 1.75M Avg. open price: N/A Current price: $99.67 P/L: N/A Sold -3.00% shares Q3 2022	share	0.86%	1.75M	N/A	$99.67	N/A	Sold -3.00% shares Q3 2022
Vanguard Mega Cap Growth Index Fund Portfolio share: 0.81% Portfolio value: 1.64M Avg. open price: $230.13 Current price: $188.88 P/L: -17.93% Sold -10.59% shares Q3 2022	share	0.81%	1.64M	$230.13	$188.88	-17.93%	Sold -10.59% shares Q3 2022
Vanguard Large Cap Index Fund Portfolio share: 0.80% Portfolio value: 1.63M Avg. open price: $195.89 Current price: $185.66 P/L: -5.22% Sold -4.11% shares Q3 2022	share	0.80%	1.63M	$195.89	$185.66	-5.22%	Sold -4.11% shares Q3 2022
Invesco S&P 500 Low Volatility ETF Portfolio share: 0.79% Portfolio value: 1.61M Avg. open price: $62 Current price: $65.36 P/L: +5.42% Bought +597.80% shares Q3 2022	share	0.79%	1.61M	$62	$65.36	+5.42%	Bought +597.80% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.69% Portfolio value: 1.41M Avg. open price: N/A Current price: $158.71 P/L: N/A Sold -6.58% shares Q3 2022	share	0.69%	1.41M	N/A	$158.71	N/A	Sold -6.58% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.69% Portfolio value: 1.40M Avg. open price: N/A Current price: $292.55 P/L: N/A Sold -13.11% shares Q3 2022	share	0.69%	1.40M	N/A	$292.55	N/A	Sold -13.11% shares Q3 2022
ISHARES TRUST MSCI USA MIN VOL FACTOR ETF Portfolio share: 0.53% Portfolio value: 1.07M Avg. open price: N/A Current price: N/A P/L: N/A Bought +2269.38% shares Q3 2022	share	0.53%	1.07M	N/A	N/A	N/A	Bought +2269.38% shares Q3 2022
Vanguard Growth Index Fund Portfolio share: 0.52% Portfolio value: 1.06M Avg. open price: $252.36 Current price: $233.17 P/L: -7.60% Sold -2.82% shares Q3 2022	share	0.52%	1.06M	$252.36	$233.17	-7.60%	Sold -2.82% shares Q3 2022
iShares S&P 100 ETF Portfolio share: 0.47% Portfolio value: 951K Avg. open price: $219.96 Current price: $182.36 P/L: -17.09% Sold -2.09% shares Q2 2022	share	0.47%	951K	$219.96	$182.36	-17.09%	Sold -2.09% shares Q2 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.46% Portfolio value: 934K Avg. open price: N/A Current price: $232.34 P/L: N/A Sold -11.53% shares Q3 2022	share	0.46%	934K	N/A	$232.34	N/A	Sold -11.53% shares Q3 2022
Energy Select Sector SPDR Fund Portfolio share: 0.27% Portfolio value: 543K Avg. open price: $71.51 Current price: $90.31 P/L: +26.29% Bought +171.89% shares Q3 2022	share	0.27%	543K	$71.51	$90.31	+26.29%	Bought +171.89% shares Q3 2022
iShares MSCI KLD 400 Social ETF Portfolio share: 0.25% Portfolio value: 511K Avg. open price: $81.92 Current price: $76.8 P/L: -6.25% Sold -49.92% shares Q2 2022	share	0.25%	511K	$81.92	$76.8	-6.25%	Sold -49.92% shares Q2 2022
Dimensional US Marketwide Value ETF Portfolio share: 0.23% Portfolio value: 467K Avg. open price: N/A Current price: $35.1 P/L: N/A Sold -4.92% shares Q3 2022	share	0.23%	467K	N/A	$35.1	N/A	Sold -4.92% shares Q3 2022
iShares MSCI USA ESG Select ETF Portfolio share: 0.19% Portfolio value: 379K Avg. open price: $94.45 Current price: $87.88 P/L: -6.95% Sold -10.56% shares Q3 2022	share	0.19%	379K	$94.45	$87.88	-6.95%	Sold -10.56% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 0.17% Portfolio value: 352K Avg. open price: $151.79 Current price: $158.85 P/L: +4.65% Sold -25.57% shares Q3 2022	share	0.17%	352K	$151.79	$158.85	+4.65%	Sold -25.57% shares Q3 2022
iShares Global 100 ETF Portfolio share: 0.16% Portfolio value: 333K Avg. open price: N/A Current price: $67.85 P/L: N/A Sold -9.32% shares Q3 2022	share	0.16%	333K	N/A	$67.85	N/A	Sold -9.32% shares Q3 2022
Healthcare Plans Centene Corporation Portfolio share: 0.16% Portfolio value: 320K Avg. open price: N/A Current price: $85.79 P/L: N/A N/A Q4 2020	share	0.16%	320K	N/A	$85.79	N/A	N/A Q4 2020
iShares Russell 3000 ETF Portfolio share: 0.14% Portfolio value: 291K Avg. open price: N/A Current price: $235.2 P/L: N/A Sold -3.31% shares Q1 2021	share	0.14%	291K	N/A	$235.2	N/A	Sold -3.31% shares Q1 2021
Vanguard Mid-Cap Growth Index Fund Portfolio share: 0.12% Portfolio value: 242K Avg. open price: N/A Current price: $193.12 P/L: N/A Sold -8.39% shares Q3 2022	share	0.12%	242K	N/A	$193.12	N/A	Sold -8.39% shares Q3 2022
Vanguard Total World Stock Index Fund Portfolio share: 0.12% Portfolio value: 238K Avg. open price: $95.38 Current price: $91.02 P/L: -4.57% Sold -35.31% shares Q3 2022	share	0.12%	238K	$95.38	$91.02	-4.57%	Sold -35.31% shares Q3 2022
Vanguard Health Care Index Fund Portfolio share: 0.11% Portfolio value: 229K Avg. open price: N/A Current price: $255.96 P/L: N/A Sold -4.66% shares Q4 2021	share	0.11%	229K	N/A	$255.96	N/A	Sold -4.66% shares Q4 2021
Vanguard Small Cap Index Fund Portfolio share: 0.10% Portfolio value: 212K Avg. open price: $218.01 Current price: $196.57 P/L: -9.83% Sold -13.83% shares Q3 2022	share	0.10%	212K	$218.01	$196.57	-9.83%	Sold -13.83% shares Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 0.10% Portfolio value: 203K Avg. open price: N/A Current price: $101.01 P/L: N/A N/A Q4 2020	share	0.10%	203K	N/A	$101.01	N/A	N/A Q4 2020
Vanguard Mid-Cap Value Index Fund Portfolio share: 0.10% Portfolio value: 196K Avg. open price: $137.23 Current price: $142.57 P/L: +3.89% Sold -18.29% shares Q3 2022	share	0.10%	196K	$137.23	$142.57	+3.89%	Sold -18.29% shares Q3 2022
Medical Instruments & Supplies Repligen Corporation Portfolio share: 0.09% Portfolio value: 182K Avg. open price: N/A Current price: $186.05 P/L: N/A Sold -11.28% shares Q3 2022	share	0.09%	182K	N/A	$186.05	N/A	Sold -11.28% shares Q3 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 0.09% Portfolio value: 181K Avg. open price: N/A Current price: $81.13 P/L: N/A N/A Q3 2022	share	0.09%	181K	N/A	$81.13	N/A	N/A Q3 2022
Vanguard Extended Market Index Fund Portfolio share: 0.09% Portfolio value: 178K Avg. open price: $166.23 Current price: $143.4 P/L: -13.73% Sold -8.19% shares Q3 2022	share	0.09%	178K	$166.23	$143.4	-13.73%	Sold -8.19% shares Q3 2022
Schwab U.S. Large-Cap Growth ETF Portfolio share: 0.07% Portfolio value: 149K Avg. open price: $145.82 Current price: $60.58 P/L: -58.46% Sold -35.68% shares Q3 2022	share	0.07%	149K	$145.82	$60.58	-58.46%	Sold -35.68% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.07% Portfolio value: 149K Avg. open price: $165.31 Current price: $178.88 P/L: +8.21% Bought +1.22% shares Q3 2022	share	0.07%	149K	$165.31	$178.88	+8.21%	Bought +1.22% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.07% Portfolio value: 144K Avg. open price: $256.83 Current price: $255.02 P/L: -0.70% Bought +0.98% shares Q3 2022	share	0.07%	144K	$256.83	$255.02	-0.70%	Bought +0.98% shares Q3 2022
Vanguard Mid Cap Index Fund Portfolio share: 0.07% Portfolio value: 137K Avg. open price: $216.67 Current price: $216.85 P/L: +0.08% Sold -1.75% shares Q3 2022	share	0.07%	137K	$216.67	$216.85	+0.08%	Sold -1.75% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.06% Portfolio value: 122K Avg. open price: $153.04 Current price: $185.69 P/L: +21.33% Bought +1.08% shares Q3 2022	share	0.06%	122K	$153.04	$185.69	+21.33%	Bought +1.08% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 0.06% Portfolio value: 116K Avg. open price: $155.51 Current price: $147.81 P/L: -4.95% Sold -27.53% shares Q3 2022	share	0.06%	116K	$155.51	$147.81	-4.95%	Sold -27.53% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 0.05% Portfolio value: 108K Avg. open price: $222.36 Current price: $217.66 P/L: -2.12% Bought +96.77% shares Q4 2021	share	0.05%	108K	$222.36	$217.66	-2.12%	Bought +96.77% shares Q4 2021
Vanguard Industrials Index Fund Portfolio share: 0.05% Portfolio value: 102K Avg. open price: $188.16 Current price: $191.74 P/L: +1.90% Sold -18.75% shares Q3 2022	share	0.05%	102K	$188.16	$191.74	+1.90%	Sold -18.75% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.05% Portfolio value: 102K Avg. open price: $3,440.16 Current price: $94.13 P/L: -97.26% Bought +28.57% shares Q3 2021	share	0.05%	102K	$3,440.16	$94.13	-97.26%	Bought +28.57% shares Q3 2021
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.05% Portfolio value: 96K Avg. open price: $52.43 Current price: $50.91 P/L: -2.90% Bought +596.83% shares Q3 2022	share	0.05%	96K	$52.43	$50.91	-2.90%	Bought +596.83% shares Q3 2022
iShares Core Aggressive Allocation ETF Portfolio share: 0.05% Portfolio value: 95K Avg. open price: N/A Current price: $62.69 P/L: N/A Sold -55.19% shares Q3 2022	share	0.05%	95K	N/A	$62.69	N/A	Sold -55.19% shares Q3 2022
GLOBAL X FDS US INFR DEV ETF Portfolio share: 0.05% Portfolio value: 94K Avg. open price: N/A Current price: N/A P/L: N/A Bought +18.03% shares Q3 2021	share	0.05%	94K	N/A	N/A	N/A	Bought +18.03% shares Q3 2021
Fidelity MSCI Industrials Index ETF Portfolio share: 0.05% Portfolio value: 94K Avg. open price: N/A Current price: $53.15 P/L: N/A N/A Q3 2022	share	0.05%	94K	N/A	$53.15	N/A	N/A Q3 2022
iShares MSCI ACWI ETF Portfolio share: 0.04% Portfolio value: 88K Avg. open price: N/A Current price: $89.72 P/L: N/A Sold -2.16% shares Q3 2022	share	0.04%	88K	N/A	$89.72	N/A	Sold -2.16% shares Q3 2022
Building Products & Equipment Carrier Global Corporation Portfolio share: 0.04% Portfolio value: 87K Avg. open price: N/A Current price: $44.68 P/L: N/A N/A Q4 2020	share	0.04%	87K	N/A	$44.68	N/A	N/A Q4 2020
Vanguard Utilities Index Fund Portfolio share: 0.04% Portfolio value: 85K Avg. open price: $138.34 Current price: $154.89 P/L: +11.96% Bought +33.33% shares Q2 2021	share	0.04%	85K	$138.34	$154.89	+11.96%	Bought +33.33% shares Q2 2021
iShares S&P 500 Growth ETF Portfolio share: 0.04% Portfolio value: 84K Avg. open price: N/A Current price: $63.37 P/L: N/A Sold -55.76% shares Q3 2022	share	0.04%	84K	N/A	$63.37	N/A	Sold -55.76% shares Q3 2022
Specialty Industrial Machinery Otis Worldwide Corporation Portfolio share: 0.04% Portfolio value: 79K Avg. open price: N/A Current price: $79.75 P/L: N/A N/A Q4 2020	share	0.04%	79K	N/A	$79.75	N/A	N/A Q4 2020
First Trust NASDAQ-100-Technology Sector Index Fund Portfolio share: 0.04% Portfolio value: 76K Avg. open price: $159.04 Current price: $114.33 P/L: -28.11% Sold -51.51% shares Q3 2022	share	0.04%	76K	$159.04	$114.33	-28.11%	Sold -51.51% shares Q3 2022
Industrial Select Sector SPDR Fund Portfolio share: 0.04% Portfolio value: 76K Avg. open price: $97.83 Current price: $102.33 P/L: +4.60% Sold -27.67% shares Q2 2022	share	0.04%	76K	$97.83	$102.33	+4.60%	Sold -27.67% shares Q2 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.04% Portfolio value: 74K Avg. open price: $83.12 Current price: $110.04 P/L: +32.39% Bought +6.27% shares Q3 2022	share	0.04%	74K	$83.12	$110.04	+32.39%	Bought +6.27% shares Q3 2022
Fidelity MSCI Health Care Index ETF Portfolio share: 0.03% Portfolio value: 69K Avg. open price: N/A Current price: $66.02 P/L: N/A N/A Q3 2022	share	0.03%	69K	N/A	$66.02	N/A	N/A Q3 2022
iShares 1-3 Year Treasury Bond ETF Portfolio share: 0.03% Portfolio value: 69K Avg. open price: N/A Current price: $81.41 P/L: N/A Sold -29.29% shares Q3 2022	share	0.03%	69K	N/A	$81.41	N/A	Sold -29.29% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.03% Portfolio value: 67K Avg. open price: N/A Current price: $181.03 P/L: N/A Sold -50.21% shares Q3 2022	share	0.03%	67K	N/A	$181.03	N/A	Sold -50.21% shares Q3 2022
SPDR Portfolio S&P 500 ETF Portfolio share: 0.03% Portfolio value: 62K Avg. open price: $50.18 Current price: $47.85 P/L: -4.64% Sold -4.10% shares Q2 2022	share	0.03%	62K	$50.18	$47.85	-4.64%	Sold -4.10% shares Q2 2022
Insurance—Property & Casualty Cincinnati Financial Corporation Portfolio share: 0.03% Portfolio value: 59K Avg. open price: N/A Current price: $110.41 P/L: N/A Sold -62.68% shares Q1 2021	share	0.03%	59K	N/A	$110.41	N/A	Sold -62.68% shares Q1 2021
Internet Content & Information Alphabet Inc. Portfolio share: 0.03% Portfolio value: 57K Avg. open price: $2,673.52 Current price: $100.44 P/L: -96.24% Sold -36.17% shares Q1 2022	share	0.03%	57K	$2,673.52	$100.44	-96.24%	Sold -36.17% shares Q1 2022
SPDR Portfolio S&P 500 Growth ETF Portfolio share: 0.03% Portfolio value: 55K Avg. open price: $70.55 Current price: $54.91 P/L: -22.17% Sold -5.82% shares Q2 2022	share	0.03%	55K	$70.55	$54.91	-22.17%	Sold -5.82% shares Q2 2022
Insurance—Property & Casualty Hagerty, Inc. Portfolio share: 0.03% Portfolio value: 54K Avg. open price: N/A Current price: $9.63 P/L: N/A N/A Q4 2021	share	0.03%	54K	N/A	$9.63	N/A	N/A Q4 2021
BERKSHIRE HATHAWAY INC COM CL B Portfolio share: 0.03% Portfolio value: 53K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.03%	53K	N/A	N/A	N/A	N/A Q3 2022
Schwab U.S. Large-Cap Value ETF Portfolio share: 0.03% Portfolio value: 53K Avg. open price: N/A Current price: $69.1 P/L: N/A N/A Q1 2022	share	0.03%	53K	N/A	$69.1	N/A	N/A Q1 2022
Utilities—Regulated Electric Public Service Enterprise Group Incorporated Portfolio share: 0.02% Portfolio value: 50K Avg. open price: N/A Current price: $60.92 P/L: N/A N/A Q3 2022	share	0.02%	50K	N/A	$60.92	N/A	N/A Q3 2022
SPDR Gold Shares Portfolio share: 0.02% Portfolio value: 49K Avg. open price: $169.8 Current price: $167.26 P/L: -1.50% Bought +152.00% shares Q1 2022	share	0.02%	49K	$169.8	$167.26	-1.50%	Bought +152.00% shares Q1 2022
Grocery Stores The Kroger Co. Portfolio share: 0.02% Portfolio value: 49K Avg. open price: $39.51 Current price: $47.57 P/L: +20.40% Bought +3.59% shares Q1 2022	share	0.02%	49K	$39.51	$47.57	+20.40%	Bought +3.59% shares Q1 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.02% Portfolio value: 48K Avg. open price: N/A Current price: $100.83 P/L: N/A N/A Q4 2020	share	0.02%	48K	N/A	$100.83	N/A	N/A Q4 2020
Credit Services Mastercard Incorporated Portfolio share: 0.02% Portfolio value: 43K Avg. open price: N/A Current price: $360.06 P/L: N/A N/A Q4 2020	share	0.02%	43K	N/A	$360.06	N/A	N/A Q4 2020
iShares S&P 500 Value ETF Portfolio share: 0.02% Portfolio value: 43K Avg. open price: N/A Current price: $151.62 P/L: N/A N/A Q4 2020	share	0.02%	43K	N/A	$151.62	N/A	N/A Q4 2020
Restaurants Yum! Brands, Inc. Portfolio share: 0.02% Portfolio value: 42K Avg. open price: $121.83 Current price: $129.68 P/L: +6.44% Bought +4.79% shares Q4 2021	share	0.02%	42K	$121.83	$129.68	+6.44%	Bought +4.79% shares Q4 2021
Semiconductors Intel Corporation Portfolio share: 0.02% Portfolio value: 41K Avg. open price: $52.78 Current price: $29.41 P/L: -44.28% Bought +28.84% shares Q3 2022	share	0.02%	41K	$52.78	$29.41	-44.28%	Bought +28.84% shares Q3 2022
Health Care Select Sector SPDR Fund Portfolio share: 0.02% Portfolio value: 39K Avg. open price: N/A Current price: $139.78 P/L: N/A Sold -1.22% shares Q3 2021	share	0.02%	39K	N/A	$139.78	N/A	Sold -1.22% shares Q3 2021
Oil & Gas E&P ConocoPhillips Portfolio share: 0.02% Portfolio value: 38K Avg. open price: N/A Current price: $122.18 P/L: N/A N/A Q3 2022	share	0.02%	38K	N/A	$122.18	N/A	N/A Q3 2022
Drug Manufacturers—General Amgen Inc. Portfolio share: 0.02% Portfolio value: 38K Avg. open price: $243.3 Current price: $285.51 P/L: +17.35% Bought +86.67% shares Q3 2022	share	0.02%	38K	$243.3	$285.51	+17.35%	Bought +86.67% shares Q3 2022
iShares Global Energy ETF Portfolio share: 0.02% Portfolio value: 37K Avg. open price: N/A Current price: $40.93 P/L: N/A N/A Q2 2022	share	0.02%	37K	N/A	$40.93	N/A	N/A Q2 2022
Banks—Regional Fifth Third Bancorp Portfolio share: 0.02% Portfolio value: 36K Avg. open price: $40.63 Current price: $35.25 P/L: -13.25% Sold -43.91% shares Q2 2022	share	0.02%	36K	$40.63	$35.25	-13.25%	Sold -43.91% shares Q2 2022
Restaurants Starbucks Corporation Portfolio share: 0.02% Portfolio value: 35K Avg. open price: N/A Current price: $105.05 P/L: N/A N/A Q4 2020	share	0.02%	35K	N/A	$105.05	N/A	N/A Q4 2020
Packaged Foods General Mills, Inc. Portfolio share: 0.02% Portfolio value: 34K Avg. open price: N/A Current price: $86.52 P/L: N/A N/A Q3 2022	share	0.02%	34K	N/A	$86.52	N/A	N/A Q3 2022
Internet Content & Information Tencent Holdings Limited Portfolio share: 0.02% Portfolio value: 34K Avg. open price: N/A Current price: $39.29 P/L: N/A N/A Q4 2020	share	0.02%	34K	N/A	$39.29	N/A	N/A Q4 2020
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.02% Portfolio value: 33K Avg. open price: N/A Current price: $163.66 P/L: N/A N/A Q3 2022	share	0.02%	33K	N/A	$163.66	N/A	N/A Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.02% Portfolio value: 33K Avg. open price: $85.64 Current price: $109.86 P/L: +28.28% Bought +259.05% shares Q3 2022	share	0.02%	33K	$85.64	$109.86	+28.28%	Bought +259.05% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 0.02% Portfolio value: 33K Avg. open price: $109.05 Current price: $102.13 P/L: -6.34% Sold -34.60% shares Q3 2022	share	0.02%	33K	$109.05	$102.13	-6.34%	Sold -34.60% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.02% Portfolio value: 31K Avg. open price: N/A Current price: $194.86 P/L: N/A Sold -11.36% shares Q4 2021	share	0.02%	31K	N/A	$194.86	N/A	Sold -11.36% shares Q4 2021
Invesco Solar ETF Portfolio share: 0.02% Portfolio value: 31K Avg. open price: $78.4 Current price: $83.76 P/L: +6.83% Bought +347.37% shares Q3 2022	share	0.02%	31K	$78.4	$83.76	+6.83%	Bought +347.37% shares Q3 2022
Packaged Foods The J. M. Smucker Company Portfolio share: 0.02% Portfolio value: 31K Avg. open price: $128.01 Current price: $154.45 P/L: +20.65% Bought +9.27% shares Q3 2022	share	0.02%	31K	$128.01	$154.45	+20.65%	Bought +9.27% shares Q3 2022
Broadcasting The Liberty SiriusXM Group Portfolio share: 0.01% Portfolio value: 30K Avg. open price: N/A Current price: $42.84 P/L: N/A N/A Q4 2020	share	0.01%	30K	N/A	$42.84	N/A	N/A Q4 2020
Utilities—Regulated Electric Duke Energy Corporation Portfolio share: 0.01% Portfolio value: 30K Avg. open price: $107.21 Current price: $99.52 P/L: -7.17% Bought +1138.46% shares Q3 2022	share	0.01%	30K	$107.21	$99.52	-7.17%	Bought +1138.46% shares Q3 2022
Healthcare Plans Humana Inc. Portfolio share: 0.01% Portfolio value: 28K Avg. open price: N/A Current price: $546.78 P/L: N/A N/A Q4 2020	share	0.01%	28K	N/A	$546.78	N/A	N/A Q4 2020
Restaurants Darden Restaurants, Inc. Portfolio share: 0.01% Portfolio value: 28K Avg. open price: N/A Current price: $145.48 P/L: N/A N/A Q3 2022	share	0.01%	28K	N/A	$145.48	N/A	N/A Q3 2022
Telecom Services Liberty Broadband Corporation Portfolio share: 0.01% Portfolio value: 28K Avg. open price: N/A Current price: $90.58 P/L: N/A N/A Q4 2020	share	0.01%	28K	N/A	$90.58	N/A	N/A Q4 2020
Travel Services Booking Holdings Inc. Portfolio share: 0.01% Portfolio value: 28K Avg. open price: N/A Current price: $2,085.44 P/L: N/A N/A Q4 2020	share	0.01%	28K	N/A	$2,085.44	N/A	N/A Q4 2020
Banks—Regional Civista Bancshares, Inc. Portfolio share: 0.01% Portfolio value: 27K Avg. open price: N/A Current price: $22.96 P/L: N/A N/A Q2 2022	share	0.01%	27K	N/A	$22.96	N/A	N/A Q2 2022
Grocery Stores Koninklijke Ahold Delhaize N.V. Portfolio share: 0.01% Portfolio value: 27K Avg. open price: N/A Current price: $29.6 P/L: N/A N/A Q4 2020	share	0.01%	27K	N/A	$29.6	N/A	N/A Q4 2020
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 0.01% Portfolio value: 26K Avg. open price: N/A Current price: $374.76 P/L: N/A N/A Q4 2020	share	0.01%	26K	N/A	$374.76	N/A	N/A Q4 2020
Restaurants McDonald's Corporation Portfolio share: 0.01% Portfolio value: 25K Avg. open price: $234.2 Current price: $273.4 P/L: +16.74% Bought +12.37% shares Q3 2022	share	0.01%	25K	$234.2	$273.4	+16.74%	Bought +12.37% shares Q3 2022
Vanguard Real Estate Index Fund Portfolio share: 0.01% Portfolio value: 25K Avg. open price: $105.84 Current price: $87.63 P/L: -17.21% Sold -16.93% shares Q3 2022	share	0.01%	25K	$105.84	$87.63	-17.21%	Sold -16.93% shares Q3 2022
Schwab U.S. Broad Market ETF Portfolio share: 0.01% Portfolio value: 25K Avg. open price: N/A Current price: $47.77 P/L: N/A N/A Q3 2022	share	0.01%	25K	N/A	$47.77	N/A	N/A Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 0.01% Portfolio value: 24K Avg. open price: $575.85 Current price: $494.53 P/L: -14.12% Sold -50.50% shares Q3 2022	share	0.01%	24K	$575.85	$494.53	-14.12%	Sold -50.50% shares Q3 2022
SPDR Portfolio S&P 1500 Composite Stock Market ETF Portfolio share: 0.01% Portfolio value: 23K Avg. open price: N/A Current price: $50.34 P/L: N/A Sold -29.84% shares Q1 2022	share	0.01%	23K	N/A	$50.34	N/A	Sold -29.84% shares Q1 2022
Beverages—Non-Alcoholic Monster Beverage Corporation Portfolio share: 0.01% Portfolio value: 23K Avg. open price: N/A Current price: $104.04 P/L: N/A N/A Q4 2020	share	0.01%	23K	N/A	$104.04	N/A	N/A Q4 2020
Railroads Norfolk Southern Corporation Portfolio share: 0.01% Portfolio value: 23K Avg. open price: N/A Current price: $254.07 P/L: N/A Sold -8.47% shares Q3 2022	share	0.01%	23K	N/A	$254.07	N/A	Sold -8.47% shares Q3 2022
Schwab U.S. Small-Cap ETF Portfolio share: 0.01% Portfolio value: 23K Avg. open price: N/A Current price: $43.54 P/L: N/A Sold -4.46% shares Q1 2022	share	0.01%	23K	N/A	$43.54	N/A	Sold -4.46% shares Q1 2022
ISHARES INC MSCI GBL MIN VOL ETF Portfolio share: 0.01% Portfolio value: 22K Avg. open price: N/A Current price: N/A P/L: N/A Sold -21.67% shares Q3 2022	share	0.01%	22K	N/A	N/A	N/A	Sold -21.67% shares Q3 2022
Broadcasting The Liberty SiriusXM Group Portfolio share: 0.01% Portfolio value: 21K Avg. open price: N/A Current price: $42.91 P/L: N/A N/A Q4 2020	share	0.01%	21K	N/A	$42.91	N/A	N/A Q4 2020
Building Materials The Monarch Cement Company Portfolio share: 0.01% Portfolio value: 20K Avg. open price: N/A Current price: $105 P/L: N/A N/A Q2 2021	share	0.01%	20K	N/A	$105	N/A	N/A Q2 2021
iShares Global Clean Energy ETF Portfolio share: 0.01% Portfolio value: 19K Avg. open price: N/A Current price: $21.27 P/L: N/A Sold -50.00% shares Q2 2022	share	0.01%	19K	N/A	$21.27	N/A	Sold -50.00% shares Q2 2022
Vanguard Financials Index Fund Portfolio share: 0.01% Portfolio value: 19K Avg. open price: N/A Current price: $87.64 P/L: N/A Sold -37.50% shares Q2 2022	share	0.01%	19K	N/A	$87.64	N/A	Sold -37.50% shares Q2 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.01% Portfolio value: 19K Avg. open price: $136.32 Current price: $135.16 P/L: -0.85% Sold -11.85% shares Q3 2022	share	0.01%	19K	$136.32	$135.16	-0.85%	Sold -11.85% shares Q3 2022
The Real Estate Select Sector SPDR Fund Portfolio share: 0.01% Portfolio value: 18K Avg. open price: $44.08 Current price: $38.97 P/L: -11.60% Sold -37.27% shares Q2 2022	share	0.01%	18K	$44.08	$38.97	-11.60%	Sold -37.27% shares Q2 2022
Restaurants Yum China Holdings, Inc. Portfolio share: 0.01% Portfolio value: 18K Avg. open price: $57.98 Current price: $55.49 P/L: -4.29% Sold -4.08% shares Q2 2022	share	0.01%	18K	$57.98	$55.49	-4.29%	Sold -4.08% shares Q2 2022
Utilities—Regulated Electric Dominion Energy, Inc. Portfolio share: 0.01% Portfolio value: 17K Avg. open price: N/A Current price: $60.47 P/L: N/A N/A Q4 2020	share	0.01%	17K	N/A	$60.47	N/A	N/A Q4 2020
iShares MSCI Global Impact ETF Portfolio share: 0.01% Portfolio value: 17K Avg. open price: N/A Current price: $81.5 P/L: N/A Sold -45.98% shares Q2 2022	share	0.01%	17K	N/A	$81.5	N/A	Sold -45.98% shares Q2 2022
Medical Distribution AmerisourceBergen Corporation Portfolio share: 0.01% Portfolio value: 17K Avg. open price: N/A Current price: $173.99 P/L: N/A N/A Q4 2021	share	0.01%	17K	N/A	$173.99	N/A	N/A Q4 2021
Apparel Retail Foot Locker, Inc. Portfolio share: 0.01% Portfolio value: 16K Avg. open price: $25.25 Current price: $40.04 P/L: +58.57% Bought +400.00% shares Q3 2022	share	0.01%	16K	$25.25	$40.04	+58.57%	Bought +400.00% shares Q3 2022
Oil & Gas Refining & Marketing Phillips 66 Portfolio share: 0.01% Portfolio value: 16K Avg. open price: $81.99 Current price: $106.66 P/L: +30.09% Bought +1100.00% shares Q3 2022	share	0.01%	16K	$81.99	$106.66	+30.09%	Bought +1100.00% shares Q3 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 0.01% Portfolio value: 14K Avg. open price: N/A Current price: $49.7 P/L: N/A Sold -26.75% shares Q3 2022	share	0.01%	14K	N/A	$49.7	N/A	Sold -26.75% shares Q3 2022
Specialty Retail Genuine Parts Company Portfolio share: 0.01% Portfolio value: 14K Avg. open price: N/A Current price: $187.28 P/L: N/A N/A Q4 2020	share	0.01%	14K	N/A	$187.28	N/A	N/A Q4 2020
Entertainment Formula One Group Portfolio share: 0.01% Portfolio value: 12K Avg. open price: N/A Current price: $61.24 P/L: N/A N/A Q4 2020	share	0.01%	12K	N/A	$61.24	N/A	N/A Q4 2020
Information Technology Services International Business Machines Corporation Portfolio share: 0.01% Portfolio value: 12K Avg. open price: N/A Current price: $148.67 P/L: N/A Sold -8.93% shares Q2 2022	share	0.01%	12K	N/A	$148.67	N/A	Sold -8.93% shares Q2 2022
Medical Devices Insulet Corporation Portfolio share: 0.01% Portfolio value: 11K Avg. open price: N/A Current price: $308.06 P/L: N/A N/A Q3 2021	share	0.01%	11K	N/A	$308.06	N/A	N/A Q3 2021
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.01% Portfolio value: 11K Avg. open price: $364.97 Current price: $327.99 P/L: -10.13% Sold -69.47% shares Q3 2022	share	0.01%	11K	$364.97	$327.99	-10.13%	Sold -69.47% shares Q3 2022
Insurance—Property & Casualty The Travelers Companies, Inc. Portfolio share: 0.01% Portfolio value: 11K Avg. open price: N/A Current price: $189.54 P/L: N/A N/A Q4 2020	share	0.01%	11K	N/A	$189.54	N/A	N/A Q4 2020
Schwab U.S. Dividend Equity ETF Portfolio share: 0.01% Portfolio value: 11K Avg. open price: $71.63 Current price: $79.01 P/L: +10.30% Bought +11.33% shares Q3 2022	share	0.01%	11K	$71.63	$79.01	+10.30%	Bought +11.33% shares Q3 2022
ISHARES TRUST EAFE GRWTH ETF Portfolio share: 0.01% Portfolio value: 11K Avg. open price: N/A Current price: N/A P/L: N/A Sold -58.33% shares Q3 2022	share	0.01%	11K	N/A	N/A	N/A	Sold -58.33% shares Q3 2022
Oil & Gas Refining & Marketing Marathon Petroleum Corporation Portfolio share: 0.00% Portfolio value: 10K Avg. open price: N/A Current price: $118.23 P/L: N/A N/A Q3 2022	share	0.00%	10K	N/A	$118.23	N/A	N/A Q3 2022
Conglomerates 3M Company Portfolio share: 0.00% Portfolio value: 10K Avg. open price: N/A Current price: $126.99 P/L: N/A N/A Q4 2020	share	0.00%	10K	N/A	$126.99	N/A	N/A Q4 2020
Telecom Services Liberty Broadband Corporation Portfolio share: 0.00% Portfolio value: 10K Avg. open price: N/A Current price: $90.28 P/L: N/A N/A Q4 2020	share	0.00%	10K	N/A	$90.28	N/A	N/A Q4 2020
Building Materials United States Lime & Minerals, Inc. Portfolio share: 0.00% Portfolio value: 10K Avg. open price: N/A Current price: $142.2 P/L: N/A N/A Q2 2021	share	0.00%	10K	N/A	$142.2	N/A	N/A Q2 2021
Semiconductors NVIDIA Corporation Portfolio share: 0.00% Portfolio value: 10K Avg. open price: $272.86 Current price: $168.76 P/L: -38.15% Sold -86.65% shares Q3 2022	share	0.00%	10K	$272.86	$168.76	-38.15%	Sold -86.65% shares Q3 2022
Specialty Industrial Machinery Illinois Tool Works Inc. Portfolio share: 0.00% Portfolio value: 9K Avg. open price: N/A Current price: $228.29 P/L: N/A N/A Q3 2021	share	0.00%	9K	N/A	$228.29	N/A	N/A Q3 2021
Utilities—Regulated Electric Exelon Corporation Portfolio share: 0.00% Portfolio value: 9K Avg. open price: N/A Current price: $41.45 P/L: N/A N/A Q3 2022	share	0.00%	9K	N/A	$41.45	N/A	N/A Q3 2022
Invesco MSCI Global Timber ETF Portfolio share: 0.00% Portfolio value: 8K Avg. open price: N/A Current price: $32.43 P/L: N/A N/A Q4 2020	share	0.00%	8K	N/A	$32.43	N/A	N/A Q4 2020
Asset Management First Trust New Opportunities MLP & Energy Fund Portfolio share: 0.00% Portfolio value: 8K Avg. open price: N/A Current price: $6.27 P/L: N/A N/A Q3 2022	share	0.00%	8K	N/A	$6.27	N/A	N/A Q3 2022
Oil & Gas Midstream Enbridge Inc. Portfolio share: 0.00% Portfolio value: 8K Avg. open price: N/A Current price: $40.61 P/L: N/A N/A Q3 2022	share	0.00%	8K	N/A	$40.61	N/A	N/A Q3 2022
Asset Management Adams Diversified Equity Fund, Inc. Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $15.5 P/L: N/A N/A Q4 2020	share	0.00%	7K	N/A	$15.5	N/A	N/A Q4 2020
Information Technology Services Concentrix Corporation Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $121.27 P/L: N/A N/A Q4 2020	share	0.00%	7K	N/A	$121.27	N/A	N/A Q4 2020
Entertainment Formula One Group Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $54.89 P/L: N/A N/A Q4 2020	share	0.00%	7K	N/A	$54.89	N/A	N/A Q4 2020
iShares Core MSCI Emerging Markets ETF Portfolio share: 0.00% Portfolio value: 7K Avg. open price: $49.06 Current price: $48.68 P/L: -0.77% Bought +210.20% shares Q3 2022	share	0.00%	7K	$49.06	$48.68	-0.77%	Bought +210.20% shares Q3 2022
iShares iBoxx $ High Yield Corporate Bond ETF Portfolio share: 0.00% Portfolio value: 7K Avg. open price: $86.64 Current price: $75.56 P/L: -12.79% Sold -84.27% shares Q1 2022	share	0.00%	7K	$86.64	$75.56	-12.79%	Sold -84.27% shares Q1 2022
Closed-End Fund - Equity SPDR Dow Jones REIT ETF Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $92.5 P/L: N/A N/A Q4 2020	share	0.00%	7K	N/A	$92.5	N/A	N/A Q4 2020
Oil & Gas E&P Occidental Petroleum Corporation Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $68.21 P/L: N/A N/A Q3 2022	share	0.00%	7K	N/A	$68.21	N/A	N/A Q3 2022
Consumer Staples Select Sector SPDR Fund Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $77.19 P/L: N/A Sold -23.66% shares Q2 2022	share	0.00%	7K	N/A	$77.19	N/A	Sold -23.66% shares Q2 2022
Invesco S&P 500 Pure Growth ETF Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $164.22 P/L: N/A N/A Q3 2022	share	0.00%	7K	N/A	$164.22	N/A	N/A Q3 2022
Entertainment Netflix, Inc. Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $320.41 P/L: N/A N/A Q4 2020	share	0.00%	7K	N/A	$320.41	N/A	N/A Q4 2020
Utilities—Renewable Constellation Energy Corporation Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $92.04 P/L: N/A N/A Q3 2022	share	0.00%	6K	N/A	$92.04	N/A	N/A Q3 2022
Drug Manufacturers—General Gilead Sciences, Inc. Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $89.03 P/L: N/A N/A Q4 2021	share	0.00%	6K	N/A	$89.03	N/A	N/A Q4 2021
Utilities—Regulated Electric The Southern Company Portfolio share: 0.00% Portfolio value: 6K Avg. open price: $70.98 Current price: $67.34 P/L: -5.12% Bought +47.54% shares Q3 2022	share	0.00%	6K	$70.98	$67.34	-5.12%	Bought +47.54% shares Q3 2022
Vanguard ESG U.S. Stock ETF Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $70.62 P/L: N/A Sold -71.43% shares Q2 2022	share	0.00%	6K	N/A	$70.62	N/A	Sold -71.43% shares Q2 2022
REIT—Diversified BrightSpire Capital, Inc. Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $6.99 P/L: N/A N/A Q2 2021	share	0.00%	6K	N/A	$6.99	N/A	N/A Q2 2021
Entertainment Warner Bros. Discovery, Inc. Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $11.55 P/L: N/A N/A Q2 2022	share	0.00%	6K	N/A	$11.55	N/A	N/A Q2 2022
Personal Services Service Corporation International Portfolio share: 0.00% Portfolio value: 5K Avg. open price: N/A Current price: $71.03 P/L: N/A N/A Q3 2022	share	0.00%	5K	N/A	$71.03	N/A	N/A Q3 2022
Electronics & Computer Distribution TD SYNNEX Corporation Portfolio share: 0.00% Portfolio value: 5K Avg. open price: N/A Current price: $101.49 P/L: N/A N/A Q4 2020	share	0.00%	5K	N/A	$101.49	N/A	N/A Q4 2020
Footwear & Accessories Wolverine World Wide, Inc. Portfolio share: 0.00% Portfolio value: 5K Avg. open price: N/A Current price: $11.14 P/L: N/A N/A Q4 2020	share	0.00%	5K	N/A	$11.14	N/A	N/A Q4 2020
Computer Hardware HP Inc. Portfolio share: 0.00% Portfolio value: 4K Avg. open price: N/A Current price: $29.64 P/L: N/A N/A Q3 2022	share	0.00%	4K	N/A	$29.64	N/A	N/A Q3 2022
SPDR Dow Jones International Real Estate ETF Portfolio share: 0.00% Portfolio value: 4K Avg. open price: N/A Current price: $27.08 P/L: N/A N/A Q4 2020	share	0.00%	4K	N/A	$27.08	N/A	N/A Q4 2020
REIT—Retail Realty Income Corporation Portfolio share: 0.00% Portfolio value: 4K Avg. open price: $71.66 Current price: $62.9 P/L: -12.23% Bought +1.45% shares Q1 2022	share	0.00%	4K	$71.66	$62.9	-12.23%	Bought +1.45% shares Q1 2022
Healthcare Plans CIGNA CORPORATION COM Portfolio share: 0.00% Portfolio value: 4K Avg. open price: N/A Current price: $327.2 P/L: N/A N/A Q4 2020	share	0.00%	4K	N/A	$327.2	N/A	N/A Q4 2020
Software—Infrastructure Palantir Technologies Inc. Portfolio share: 0.00% Portfolio value: 4K Avg. open price: N/A Current price: $7.66 P/L: N/A Sold -64.29% shares Q3 2021	share	0.00%	4K	N/A	$7.66	N/A	Sold -64.29% shares Q3 2021
iShares 3-7 Year Treasury Bond ETF Portfolio share: 0.00% Portfolio value: 4K Avg. open price: N/A Current price: $116.53 P/L: N/A Sold -98.72% shares Q1 2022	share	0.00%	4K	N/A	$116.53	N/A	Sold -98.72% shares Q1 2022
Conglomerates Honeywell International Inc. Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $219.08 P/L: N/A N/A Q4 2020	share	0.00%	3K	N/A	$219.08	N/A	N/A Q4 2020
Utilities—Regulated Electric Consolidated Edison, Inc. Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $97.35 P/L: N/A N/A Q3 2021	share	0.00%	3K	N/A	$97.35	N/A	N/A Q3 2021
Gold Barrick Gold Corporation Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $16.98 P/L: N/A N/A Q4 2020	share	0.00%	3K	N/A	$16.98	N/A	N/A Q4 2020
Utilities—Regulated Electric CenterPoint Energy, Inc. Portfolio share: 0.00% Portfolio value: 3K Avg. open price: $24.44 Current price: $30.67 P/L: +25.47% Bought +0.83% shares Q4 2021	share	0.00%	3K	$24.44	$30.67	+25.47%	Bought +0.83% shares Q4 2021
NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: N/A P/L: N/A Sold -94.75% shares Q3 2022	share	0.00%	3K	N/A	N/A	N/A	Sold -94.75% shares Q3 2022
ISHARES TRUST MSCI USA QUALITY FACTOR ETF Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: N/A P/L: N/A Sold -96.84% shares Q1 2022	share	0.00%	3K	N/A	N/A	N/A	Sold -96.84% shares Q1 2022
Drug Manufacturers—Specialty & Generic Canopy Growth Corporation Portfolio share: 0.00% Portfolio value: 2K Avg. open price: N/A Current price: $4.29 P/L: N/A N/A Q4 2020	share	0.00%	2K	N/A	$4.29	N/A	N/A Q4 2020
Telecom Services Verizon Communications Inc. Portfolio share: 0.00% Portfolio value: 2K Avg. open price: N/A Current price: $38.18 P/L: N/A N/A Q3 2022	share	0.00%	2K	N/A	$38.18	N/A	N/A Q3 2022
Communication Equipment Hewlett Packard Enterprise Company Portfolio share: 0.00% Portfolio value: 2K Avg. open price: N/A Current price: $16.69 P/L: N/A N/A Q3 2022	share	0.00%	2K	N/A	$16.69	N/A	N/A Q3 2022
Discount Stores Walmart Inc. Portfolio share: 0.00% Portfolio value: 2K Avg. open price: N/A Current price: $153.22 P/L: N/A N/A Q3 2022	share	0.00%	2K	N/A	$153.22	N/A	N/A Q3 2022
Confectioners Mondelez International, Inc. Portfolio share: 0.00% Portfolio value: 2K Avg. open price: N/A Current price: $68.31 P/L: N/A N/A Q3 2022	share	0.00%	2K	N/A	$68.31	N/A	N/A Q3 2022
REIT—Office Piedmont Office Realty Trust, Inc. Portfolio share: 0.00% Portfolio value: 2K Avg. open price: N/A Current price: $10.12 P/L: N/A N/A Q3 2021	share	0.00%	2K	N/A	$10.12	N/A	N/A Q3 2021
Telecom Services Comcast Corporation Portfolio share: 0.00% Portfolio value: 2K Avg. open price: N/A Current price: $35.86 P/L: N/A N/A Q3 2022	share	0.00%	2K	N/A	$35.86	N/A	N/A Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.00% Portfolio value: 1K Avg. open price: $164.03 Current price: $99.43 P/L: -39.38% Sold -93.37% shares Q2 2022	share	0.00%	1K	$164.03	$99.43	-39.38%	Sold -93.37% shares Q2 2022
Drug Manufacturers—General Organon & Co. Portfolio share: 0.00% Portfolio value: 1K Avg. open price: $32.5 Current price: $26.72 P/L: -17.78% Sold -31.25% shares Q2 2022	share	0.00%	1K	$32.5	$26.72	-17.78%	Sold -31.25% shares Q2 2022
OCCIDENTAL PETROLEUM CORP WARRANT Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.00%	1K	N/A	N/A	N/A	N/A Q3 2022
REIT—Specialty Crown Castle Inc. Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $140.17 P/L: N/A N/A Q3 2022	share	0.00%	1K	N/A	$140.17	N/A	N/A Q3 2022
Computer Hardware 3D Systems Corporation Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $10.18 P/L: N/A N/A Q4 2021	share	0.00%	1K	N/A	$10.18	N/A	N/A Q4 2021
Banks—Regional Truist Financial Corporation Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $45.06 P/L: N/A N/A Q3 2022	share	0.00%	1K	N/A	$45.06	N/A	N/A Q3 2022
Banks—Regional U.S. Bancorp Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $45.64 P/L: N/A N/A Q3 2022	share	0.00%	1K	N/A	$45.64	N/A	N/A Q3 2022
Medical Devices Medtronic plc Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $79.62 P/L: N/A N/A Q3 2022	share	0.00%	1K	N/A	$79.62	N/A	N/A Q3 2022
ISHARES TRUST CORE MSCI EAFE ETF Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: N/A P/L: N/A Sold -52.17% shares Q2 2022	share	0.00%	1K	N/A	N/A	N/A	Sold -52.17% shares Q2 2022
Banks—Diversified Citigroup Inc. Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $47.24 P/L: N/A N/A Q4 2020	share	0.00%	1K	N/A	$47.24	N/A	N/A Q4 2020
Vanguard Intermediate-Term Treasury Index Fund Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $59.52 P/L: N/A Sold -85.71% shares Q1 2022	share	0.00%	1K	N/A	$59.52	N/A	Sold -85.71% shares Q1 2022
Communication Equipment Ciena Corporation Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $44.77 P/L: N/A N/A Q4 2020	share	0.00%	1K	N/A	$44.77	N/A	N/A Q4 2020
Travel Services Carnival Corporation & plc Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $10 P/L: N/A N/A Q4 2020	share	0.00%	1K	N/A	$10	N/A	N/A Q4 2020
Asset Management BlackRock, Inc. Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $712.98 P/L: N/A N/A Q3 2022	share	0.00%	1K	N/A	$712.98	N/A	N/A Q3 2022
iShares Core S&P U.S. Growth ETF Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $88.32 P/L: N/A Sold -95.16% shares Q3 2022	share	0.00%	1K	N/A	$88.32	N/A	Sold -95.16% shares Q3 2022
WisdomTree U.S. Quality Dividend Growth Fund Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $63.51 P/L: N/A N/A Q3 2022	share	0.00%	1K	N/A	$63.51	N/A	N/A Q3 2022
Global X Russell 2000 Covered Call ETF Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $19.64 P/L: N/A N/A Q3 2022	share	0.00%	1K	N/A	$19.64	N/A	N/A Q3 2022
SPDR Portfolio Developed World ex-US ETF Portfolio share: 0.00% Portfolio value: 1K Avg. open price: $36.21 Current price: $30.97 P/L: -14.47% Sold -95.80% shares Q1 2022	share	0.00%	1K	$36.21	$30.97	-14.47%	Sold -95.80% shares Q1 2022
PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $97.68 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$97.68	N/A	Sold -100.00% shares Q3 2022
Airlines Southwest Airlines Co. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $45.8 Current price: $39.75 P/L: -13.21% Sold -100.00% shares Q3 2022	share	0.00%	0	$45.8	$39.75	-13.21%	Sold -100.00% shares Q3 2022
Footwear & Accessories NIKE, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $112.2 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$112.2	N/A	Sold -100.00% shares Q3 2022
Vanguard Short-Term Inflation-Protected Securities Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $50.26 Current price: $48.22 P/L: -4.06% Sold -100.00% shares Q3 2022	share	0.00%	0	$50.26	$48.22	-4.06%	Sold -100.00% shares Q3 2022
Schwab Intermediate-Term U.S. Treasury ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $50.12 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$50.12	N/A	Sold -100.00% shares Q3 2022
iShares 0-5 Year TIPS Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $104.24 Current price: $98.11 P/L: -5.88% Sold -100.00% shares Q3 2022	share	0.00%	0	$104.24	$98.11	-5.88%	Sold -100.00% shares Q3 2022
ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
SPDR S&P Regional Banking ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $63.95 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$63.95	N/A	Sold -100.00% shares Q3 2022
iShares TIPS Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $126.96 Current price: $110.18 P/L: -13.21% Sold -100.00% shares Q3 2022	share	0.00%	0	$126.96	$110.18	-13.21%	Sold -100.00% shares Q3 2022
REIT—Healthcare Facilities Welltower Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $71.08 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$71.08	N/A	Sold -100.00% shares Q3 2022
Vanguard Tax-Exempt Bond Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $54.86 Current price: $49.9 P/L: -9.04% Sold -100.00% shares Q3 2022	share	0.00%	0	$54.86	$49.9	-9.04%	Sold -100.00% shares Q3 2022
FlexShares STOXX US ESG Select Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $97.83 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$97.83	N/A	Sold -100.00% shares Q3 2022
Credit Services PayPal Holdings, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $115.65 Current price: $74.66 P/L: -35.44% Sold -100.00% shares Q3 2022	share	0.00%	0	$115.65	$74.66	-35.44%	Sold -100.00% shares Q3 2022
SPDR S&P Bank ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $48.97 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$48.97	N/A	Sold -100.00% shares Q3 2022
iShares Core Moderate Allocation ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $42.79 Current price: $39.57 P/L: -7.53% Sold -100.00% shares Q3 2022	share	0.00%	0	$42.79	$39.57	-7.53%	Sold -100.00% shares Q3 2022
Vanguard Small Cap Growth Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $267.81 Current price: $216.05 P/L: -19.33% Sold -100.00% shares Q3 2022	share	0.00%	0	$267.81	$216.05	-19.33%	Sold -100.00% shares Q3 2022
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $53.41 Current price: $50.47 P/L: -5.50% Sold -100.00% shares Q3 2022	share	0.00%	0	$53.41	$50.47	-5.50%	Sold -100.00% shares Q3 2022
SPDR Bloomberg 1-10 Year TIPS ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $20.48 Current price: $18.84 P/L: -7.99% Sold -100.00% shares Q3 2022	share	0.00%	0	$20.48	$18.84	-7.99%	Sold -100.00% shares Q3 2022
Computer Hardware Seagate Technology Holdings plc Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $52.97 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$52.97	N/A	Sold -100.00% shares Q3 2022
iShares S&P Mid-Cap 400 Growth ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $72.95 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$72.95	N/A	Sold -100.00% shares Q3 2022
Biotechnology Moderna, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $182.35 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$182.35	N/A	Sold -100.00% shares Q3 2022
Telecom Services T-Mobile US, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $152.41 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$152.41	N/A	Sold -100.00% shares Q3 2022
iShares Short Treasury Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $109.86 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$109.86	N/A	Sold -100.00% shares Q3 2022
Medical Distribution McKesson Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $386.85 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$386.85	N/A	Sold -100.00% shares Q3 2022
Travel Services Expedia Group, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $103.69 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$103.69	N/A	Sold -100.00% shares Q3 2022
Invesco S&P 500 Top 50 ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $296.68 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$296.68	N/A	Sold -100.00% shares Q3 2022
Apparel Retail Lululemon Athletica Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $385.99 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$385.99	N/A	Sold -100.00% shares Q3 2022
Banks—Diversified Bank of America Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $36.08 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$36.08	N/A	Sold -100.00% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $222.36 Current price: $123.49 P/L: -44.46% Sold -100.00% shares Q3 2022	share	0.00%	0	$222.36	$123.49	-44.46%	Sold -100.00% shares Q3 2022
Household & Personal Products Unilever PLC Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $51.5 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$51.5	N/A	Sold -100.00% shares Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $214.84 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$214.84	N/A	Sold -100.00% shares Q3 2022
VanEck Inflation Allocation ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $28.11 Current price: $26.03 P/L: -7.40% Sold -100.00% shares Q3 2022	share	0.00%	0	$28.11	$26.03	-7.40%	Sold -100.00% shares Q3 2022
VanEck Biotech ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $170.13 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$170.13	N/A	Sold -100.00% shares Q3 2022
iShares MSCI Canada ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $35.2 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$35.2	N/A	Sold -100.00% shares Q3 2022
iShares Core S&P U.S. Value ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $73.91 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$73.91	N/A	Sold -100.00% shares Q3 2022

Showing TOP 243 CLEAR PERSPECTIVES FINANCIAL PLANNING's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC?

The biggest position of the CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC is iShares 0-3 Month Treasury Bond ETF (SGOV) with 14.28% portfolio share worth of 29.12M US dollars.

Top 5 CLEAR PERSPECTIVES FINANCIAL PLANNING's holdings represent 48.87% of the portfolio:

iShares 0-3 Month Treasury Bond ETF (SGOV) – 14.28%
SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) – 10.44%
Vanguard High Dividend Yield Index Fund (VYM) – 9.86%
The Procter & Gamble Company (PG) – 7.28%
Invesco S&P 500 Equal Weight ETF (RSP) – 7.01%

Who is the portfolio manager of CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC?

The portfolio manager of the CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC is .

What is the total asset value of the CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio?

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC total asset value (portfolio value) is 203.94M US dollars.

Who is ?

is the portfolio manager of the CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC.

What is (CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC) fund performance?

CLEAR PERSPECTIVES FINANCIAL PLANNING's quarterly performance is -5.69%, annualy -17.49%.

What is the CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC CIK?

CLEAR PERSPECTIVES FINANCIAL PLANNING's Central Index Key is 0001841174 .