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
Invesco Actively Managed Exchange-Traded Commodity Fund Trust	PDBC	Common	0	-523,223	0	-8,466,000	0.00	0.00	Hist	03/31/2023
FTGC	FTGC	COM	0	-209,953	0	-5,320,000	0.00	0.00	Hist	03/31/2023
INVESCO EXCHANGE TRADED FD T	RPV	Common	0	-53,954	0	-3,768,000	0.00	0.00	Hist	03/31/2023
SPDR SERIES TRUST	SPYD	Common	0	-102,159	0	-3,624,000	0.00	0.00	Hist	03/31/2023
iSHARES TRUST	ICSH	Common	0	-37,048	0	-1,853,000	0.00	0.00	Hist	03/31/2023
Goldman Sachs ETF Trust	GBIL	Common	0	-17,606	0	-1,758,000	0.00	0.00	Hist	03/31/2023
FIDELITY COVINGTON TRUST	FIDU	Common	0	-2,150	0	-94,000	0.00	0.00	Hist	03/31/2023
iSHARES TRUST	SHY	1-3 YR TRS BD	0	-845	0	-69,000	0.00	0.00	Hist	03/31/2023
Hagerty, Inc.	HGTY	Common	0	-6,000	0	-54,000	0.00	0.00	Hist	03/31/2023
Tencent Holdings LTD ADR	TCEHY	COM	0	-1,005	0	-34,000	0.00	0.00	Hist	03/31/2023
GENERAL MILLS INC	GIS	Common	0	-438	0	-34,000	0.00	0.00	Hist	03/31/2023
VANGUARD INDEX FUNDS	VNQ	ETF	0	-314	0	-25,000	0.00	0.00	Hist	03/31/2023
VANGUARD WORLD FUND	VFH	Common	0	-250	0	-19,000	0.00	0.00	Hist	03/31/2023
iSHARES TRUST	MPCT	Common	0	-235	0	-17,000	0.00	0.00	Hist	03/31/2023
DOMINION ENERGY, INC	D	Common	0	-245	0	-17,000	0.00	0.00	Hist	03/31/2023
HOME DEPOT, INC.	HD	Common	0	-40	0	-11,000	0.00	0.00	Hist	03/31/2023
ILLINOIS TOOL WORKS INC	ITW	Common	0	-50	0	-9,000	0.00	0.00	Hist	03/31/2023
INVESCO EXCHANGE TRADED FD T	RPG	Common	0	-51	0	-7,000	0.00	0.00	Hist	03/31/2023
iSHARES TRUST	HYG	Common	0	-98	0	-7,000	0.00	0.00	Hist	03/31/2023
VANGUARD WORLD FUND	ESGV	Common	0	-100	0	-6,000	0.00	0.00	Hist	03/31/2023
SOUTHERN CO	SO	Common	0	-90	0	-6,000	0.00	0.00	Hist	03/31/2023
HP INC	HPQ	COM	0	-145	0	-4,000	0.00	0.00	Hist	03/31/2023
REALTY INCOME CORP	O	COM	0	-70	0	-4,000	0.00	0.00	Hist	03/31/2023
iSHARES TRUST	IEI	STOCK	0	-36	0	-4,000	0.00	0.00	Hist	03/31/2023
iSHARES TRUST	QUAL	Common	0	-25	0	-3,000	0.00	0.00	Hist	03/31/2023
CONSOLIDATED EDISON INC	ED	Common	0	-40	0	-3,000	0.00	0.00	Hist	03/31/2023
Walmart Inc.	WMT	Common	0	-12	0	-2,000	0.00	0.00	Hist	03/31/2023
COMCAST CORP	CMCSA	Common	0	-63	0	-2,000	0.00	0.00	Hist	03/31/2023
Mondelez International, Inc.	MDLZ	COM	0	-30	0	-2,000	0.00	0.00	Hist	03/31/2023
Hewlett Packard Enterprise Co	HPE	COM	0	-141	0	-2,000	0.00	0.00	Hist	03/31/2023
Piedmont Office Realty Trust, Inc.	PDM	CALL	0	-200	0	-2,000	0.00	0.00	Hist	03/31/2023
Organon & Co.	OGN	common	0	-55	0	-1,000	0.00	0.00	Hist	03/31/2023
CROWN CASTLE INC.	CCI	COM	0	-6	0	-1,000	0.00	0.00	Hist	03/31/2023
BlackRock Inc.	BLK	Common	0	-2	0	-1,000	0.00	0.00	Hist	03/31/2023
Medtronic plc	MDT	COM	0	-16	0	-1,000	0.00	0.00	Hist	03/31/2023
<< Prev Next >>