Clear Perspectives Financial Planning, LLC [Rocket]

Holdings

Clear Perspectives Financial Planning, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Nushares ETF Trust	NULV	Common	46	-41	1,567,000	1,564,000	0.00		Hist	03/31/2023
INVESCO EXCH TRADED FD TR II	SPHD	Common	100	-55,323	4,221,000	2,053,000	0.00		Hist	03/31/2023
SELECT SECTOR SPDR TR RL EST SEL SEC	XLRE	STOCK	100	-405	3,738,000	3,720,000	0.00		Hist	03/31/2023
CIVISTA BANCSHARES, INC.	CIVB	COM	318	-1,000	5,368,000	5,341,000	0.00	0.00	Hist	03/31/2023
iSHARES TRUST	IVW	S&P500 GRW	106	-1,350	6,772,000	6,688,000	0.00		Hist	03/31/2023
FIRST TR MORNINGSTAR DIV LEA	FDL	SHS	390	-136,250	13,845,000	9,455,000	0.01		Hist	03/31/2023
FIRST TR NASDAQ100 TECH INDE	QTEC	SHS	80	-645	10,441,000	10,365,000	0.01		Hist	03/31/2023
Schwab US Dividend Equity ETF	SCHD	common	150	-17	10,974,000	10,963,000	0.01		Hist	03/31/2023
PFIZER INC	PFE	Common	315	-1,880	12,852,000	12,756,000	0.01	0.00	Hist	03/31/2023
SCHWAB STRATEGIC TRUST	SCHB	Common	342	-255	16,365,000	16,340,000	0.01		Hist	03/31/2023
AbbVie Inc.	ABBV	COM	112	-131	17,849,000	17,816,000	0.01		Hist	03/31/2023
VANGUARD WORLD FUND	VIS	Common	100	-550	19,051,000	18,949,000	0.01		Hist	03/31/2023
SPDR SERIES TRUST	THRK	Common	470	-52	23,702,000	23,679,000	0.01		Hist	03/31/2023
INVESCO EXCH TRADED FD TR II	TAN	Common	310	-115	24,065,000	24,034,000	0.01		Hist	03/31/2023
EXXON MOBIL CORP	XOM	Common	236	-141	25,880,000	25,847,000	0.01	0.00	Hist	03/31/2023
INVESCO EXCHANGE TRADED FD T	PEY	Common	1,570	-176,035	31,274,000	27,972,000	0.02		Hist	03/31/2023
SPDR GOLD TRUST	GLD	COM	155	-160	28,399,000	28,350,000	0.02	0.00	Hist	03/31/2023
MCDONALDS CORP	MCD	Common	102	-7	28,520,000	28,495,000	0.02	0.00	Hist	03/31/2023
Duke Energy CORP	DUK	COM	316	-6	30,485,000	30,455,000	0.02	0.00	Hist	03/31/2023
SPDR SERIES TRUST	ONEK	Common	675	-800	32,501,000	32,439,000	0.02		Hist	03/31/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	364	-14	35,199,000	35,166,000	0.02		Hist	03/31/2023
AMERICAN FIDELITY ASSURANCE CO	FHLC	Common	600	-600	36,882,000	36,813,000	0.02		Hist	03/31/2023
KROGER CO	KR	Common	970	-155	47,889,000	47,840,000	0.03	0.00	Hist	03/31/2023
INTEL CORP	INTC	Common	1,568	-36	51,227,000	51,186,000	0.03		Hist	03/31/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	900	-1,763	58,653,000	58,504,000	0.03		Hist	03/31/2023
EQUISHARES CORPORATION	AOA	Common	1,073	-632	68,213,000	68,118,000	0.04		Hist	03/31/2023
AMAZON COM INC	AMZN	Common	700	-200	72,303,000	72,201,000	0.04		Hist	03/31/2023
SELECT SECTOR SPDR TRUST	XLI	OPTIONS	715	-200	72,344,000	72,268,000	0.04		Hist	03/31/2023
CHEVRON CORP	CVX	Common	457	-12	74,564,000	74,497,000	0.04	0.00	Hist	03/31/2023
Vanguard Mid-Cap Value ETF	VOE	common	560	-1,048	75,079,000	74,883,000	0.04		Hist	03/31/2023
Global X Funds	PAVE	Common	2,925	-1,166	82,924,000	82,830,000	0.05		Hist	03/31/2023
Merck & Co., Inc.	MRK	COM	813	-51	86,495,000	86,421,000	0.05		Hist	03/31/2023
SELECT SECTOR SPDR TRUST	XLE	SBI INT-ENERGY	1,420	-6,125	117,619,000	117,076,000	0.07		Hist	03/31/2023
JOHNSON & JOHNSON	JNJ	Common	850	-62	131,750,000	131,601,000	0.07		Hist	03/31/2023
VANGUARD INDEX FDS MID CAP	VO	STOCK	631	-100	133,113,000	132,976,000	0.07		Hist	03/31/2023
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