Clear Retirement Advice LLC Top Holdings and 13F Report (2026) About Clear Retirement Advice LLCInvestment ActivityClear Retirement Advice LLC has $127.37 million in total holdings as of March 31, 2026.Clear Retirement Advice LLC owns shares of 54 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 2.69% of the portfolio was purchased this quarter.About 0.31% of the portfolio was sold this quarter.This quarter, Clear Retirement Advice LLC has purchased 53 new stocks and bought additional shares in 17 stocks.Clear Retirement Advice LLC sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab Short-Term U.S. Treasury ETF $14,515,479SPDR Portfolio Developed World ex-US ETF $12,839,485iShares Core S&P Total U.S. Stock Market ETF $11,893,373Invesco Short Term Treasury ETF $11,879,794Vanguard Small-Cap Value ETF $7,106,518 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $202,702 Holding Largest Purchases this Quarter Apple 6,000 shares (about $1.52M)Schwab Short-Term U.S. Treasury ETF 9,432 shares (about $228.91K)Vanguard Short-Term Corporate Bond ETF 2,743 shares (about $217.44K)iShares Core S&P Total U.S. Stock Market ETF 1,497 shares (about $213.22K)Schwab US Broad Market ETF 8,258 shares (about $207.28K) Largest Sales this Quarter Schwab U.S. Large-Cap Value ETF 3,210 shares (about $97.91K)Schwab U.S. REIT ETF 4,301 shares (about $92.43K)Vanguard Growth ETF 127 shares (about $55.47K)Schwab International Equity ETF 2,035 shares (about $50.37K)iShares Gold Trust 386 shares (about $34.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClear Retirement Advice LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHOSchwab Short-Term U.S. Treasury ETF$14,515,479$228,915 ▲1.6%598,08311.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$12,839,485$71,762 ▲0.6%281,25910.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$11,893,373$213,218 ▲1.8%83,5039.3%ETFTBLLInvesco Short Term Treasury ETF$11,879,794$68,080 ▲0.6%112,5519.3%ETFVBRVanguard Small-Cap Value ETF$7,106,518$59,744 ▲0.8%32,7115.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$6,992,035$10,512 ▲0.2%133,0305.5%ManufacturingVBKVanguard Small-Cap Growth ETF$5,618,675$22,367 ▼-0.4%18,5894.4%ETFSGOLabrdn Physical Gold Shares ETF$5,429,228$90,356 ▲1.7%121,6774.3%ETFVWOVanguard FTSE Emerging Markets ETF$5,245,278$11,621 ▼-0.2%97,0454.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,523,157$145,750 ▲3.3%79,9433.6%ETFVTIVanguard Total Stock Market ETF$4,436,481$114,208 ▲2.6%13,8293.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,683,869$127,577 ▲3.6%37,6252.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,796,725$217,438 ▲8.4%35,2812.2%ETFVEAVanguard FTSE Developed Markets ETF$2,735,127$17,494 ▼-0.6%42,6832.1%ETFIAUiShares Gold Trust$2,465,042$34,030 ▼-1.4%27,9611.9%FinanceAAPLApple$2,321,417$1,522,740 ▲190.7%9,1471.8%Computer and TechnologySCHFSchwab International Equity ETF$2,192,825$50,366 ▼-2.2%88,5991.7%ETFSCHBSchwab US Broad Market ETF$2,005,917$207,276 ▲11.5%79,9171.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,838,594$976 ▲0.1%26,3601.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,770,068$97,905 ▼-5.2%58,0351.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,160,585$77,102 ▲7.1%12,0120.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$877,034$44,510 ▲5.3%30,1080.7%ETFSLYVSPDR S&P 600 Small Cap Value ETF$785,581$1,419 ▼-0.2%8,3060.6%ETFVGTVanguard Information Technology ETF$784,2370.0%1,1240.6%ETFVTVVanguard Value ETF$755,5660.0%3,8510.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$708,5330.0%8,5810.6%ManufacturingVVisa$605,387$26,899 ▲4.6%2,0030.5%Business ServicesVTWVVanguard Russell 2000 Value ETF$604,166$5,518 ▼-0.9%3,6130.5%ETFSPYSPDR S&P 500 ETF Trust$568,3970.0%8740.4%FinanceGOOGLAlphabet$545,5010.0%1,8970.4%Computer and TechnologyGOOGAlphabet$531,2650.0%1,8520.4%Computer and TechnologySCHHSchwab U.S. REIT ETF$520,810$92,428 ▼-15.1%24,2350.4%ETFMAMastercard$514,1500.0%1,0290.4%Business ServicesVUGVanguard Growth ETF$409,272$55,472 ▼-11.9%9370.3%ETFXLIIndustrial Select Sector SPDR Fund$384,4320.0%2,3770.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$365,3010.0%3,3520.3%FinanceITMVanEck Intermediate Muni ETF$350,6390.0%7,5520.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$349,8080.0%7,4570.3%ETFMUBiShares National Muni Bond ETF$341,4850.0%3,2170.3%ETFXLVHealth Care Select Sector SPDR Fund$327,8200.0%2,2360.3%ETFXLUUtilities Select Sector SPDR Fund$305,2600.0%6,6520.2%ETFAZOAutoZone$300,6220.0%890.2%Retail/WholesaleVOXVanguard Communication Services ETF$294,0380.0%1,6350.2%ETFRSPInvesco S&P 500 Equal Weight ETF$291,5260.0%1,5190.2%ETFXLKTechnology Select Sector SPDR Fund$282,4130.0%2,1250.2%ETFJNJJohnson & Johnson$264,4840.0%1,0820.2%MedicalFASTFastenal$264,2020.0%5,6940.2%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$259,6030.0%2,3310.2%ETFXLPConsumer Staples Select Sector SPDR Fund$245,9400.0%3,0000.2%ETFTJXTJX Companies$228,8500.0%1,4330.2%Retail/WholesaleIWOiShares Russell 2000 Growth ETF$221,864$941 ▼-0.4%7070.2%ETFCBChubb$213,8100.0%6560.2%FinanceHDHome Depot$211,1470.0%6420.2%Retail/WholesaleBRK.BBerkshire Hathaway$202,702$202,702 ▲New Holding4230.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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