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
PROCTER & GAMBLE Co	PG	Common	119,795	2,181	17,812,319,000	17,797,470,000	9.99	0.01	Hist	03/31/2023
VANGUARD WHITEHALL FUNDS	VYM	Common	167,160	-44,843	17,635,416,000	17,615,301,000	9.89		Hist	03/31/2023
INVESCO EXCHANGE TRADED FD T	RSP	Common	101,050	-11,242	14,613,864,000	14,599,571,000	8.19		Hist	03/31/2023
VANGUARD INDEX FUNDS	VTV	Common	104,162	-4,039	14,385,823,000	14,372,462,000	8.07		Hist	03/31/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	29,738	16,303	11,183,620,000	11,179,209,000	6.27		Hist	03/31/2023
iSHARES TRUST	UAE	Common	104,680	-185,732	10,528,741,000	10,499,621,000	5.90		Hist	03/31/2023
VANGUARD SPECIALIZED FUNDS	VIG	Common	68,074	57,637	10,484,143,000	10,482,732,000	5.88		Hist	03/31/2023
VANGUARD ADMIRAL FUNDS	VOOV	Common	63,978	63,978	9,385,599,000	9,385,599,000	5.26		Hist	03/31/2023
VANGUARD STAR FUNDS	VXUS	Common	138,081	138,081	7,623,479,000	7,623,479,000	4.27		Hist	03/31/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	165,572	165,572	7,478,894,000	7,478,894,000	4.19		Hist	03/31/2023
SPDR SERIES TRUST	SDY	Common	59,084	5,355	7,309,335,000	7,303,344,000	4.10		Hist	03/31/2023
iSHARES TRUST	DVY	DJ SEL DIV INX	55,540	-29,605	6,508,233,000	6,499,104,000	3.65		Hist	03/31/2023
VANGUARD WORLD FUND	MGK	Common	25,381	15,939	5,190,769,000	5,189,123,000	2.91		Hist	03/31/2023
VANGUARD WORLD FUND	MGV	Common	44,535	12,324	4,498,926,000	4,496,030,000	2.52		Hist	03/31/2023
iSHARES TRUST	IOO	Common	43,702	38,106	3,061,760,000	3,061,427,000	1.72		Hist	03/31/2023
iSHARES TRUST	IWB	Common	13,376	-514	3,012,735,000	3,009,994,000	1.69		Hist	03/31/2023
SPDR S&P 500 ETF TRUST	SPY	Common	6,235	83	2,552,507,000	2,550,310,000	1.43		Hist	03/31/2023
SPDR SERIES TRUST	BIL	Common	27,633	-204,709	2,537,221,000	2,515,938,000	1.42		Hist	03/31/2023
iSHARES TRUST	IVV	Common	5,779	-34	2,375,729,000	2,373,644,000	1.33		Hist	03/31/2023
VANGUARD INDEX FUNDS	VTI	Common	10,017	72	2,044,412,000	2,042,627,000	1.15		Hist	03/31/2023
Navvis & Company, LLC	VV	ETF	9,072	-930	1,694,740,000	1,693,104,000	0.95		Hist	03/31/2023
INVESCO EXCH TRADED FD TR II	SPLV	Common	26,675	-1,188	1,664,513,000	1,662,902,000	0.93		Hist	03/31/2023
INVESCO QQQ TRUST, SERIES 1	QQQ	UNIT SER 1	5,077	-191	1,629,362,000	1,627,954,000	0.91		Hist	03/31/2023
iSHARES TRUST	OEF	STOCK	5,712	-143	1,068,372,000	1,067,421,000	0.60		Hist	03/31/2023
Vanguard Growth ETF	VUG	ETF	4,237	-725	1,056,874,000	1,055,812,000	0.59		Hist	03/31/2023
iSHARES TRUST	IWF	Common	4,184	-253	1,022,277,000	1,021,343,000	0.57		Hist	03/31/2023
iSHARES TRUST	USMV	Common	9,195	-7,130	668,844,000	667,765,000	0.37		Hist	03/31/2023
iShares MSCI KLD 400 Social ETF	DSI	common	7,626	-8	594,765,000	594,254,000	0.33		Hist	03/31/2023
iShares High Dividend ETF JDR	HDV	common	5,352	-33,600	544,084,000	540,528,000	0.31		Hist	03/31/2023
iSHARES TRUST	SUSA	Common	4,978	-20	436,919,000	436,540,000	0.24		Hist	03/31/2023
iSHARES TRUST	IWV	Common	1,403	0	330,358,000	330,067,000	0.19		Hist	03/31/2023
VANGUARD INDEX FUNDS	VOT	Common	1,420	0	276,744,000	276,502,000	0.16		Hist	03/31/2023
RAYTHEON TECHNOLOGIES CORP	RTX	COM	2,483	0	243,160,000	242,957,000	0.14		Hist	03/31/2023
VANGUARD INDEX FUNDS	VB	ETF	1,280	40	242,710,000	242,498,000	0.14		Hist	03/31/2023
CENTENE CORP	CNC	Common	3,818	-300	241,336,000	241,016,000	0.14	0.00	Hist	03/31/2023
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