Clear Retirement Advice LLC Top Holdings and 13F Report (2026) About Clear Retirement Advice LLCInvestment ActivityClear Retirement Advice LLC has $148.99 million in total holdings as of September 30, 2026.Clear Retirement Advice LLC owns shares of 60 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 3.75% of the portfolio was purchased this quarter.About 1.12% of the portfolio was sold this quarter.This quarter, Clear Retirement Advice LLC has purchased 54 new stocks and bought additional shares in 15 stocks.Clear Retirement Advice LLC sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab Short-Term U.S. Treasury ETF $16,473,604SPDR Portfolio Developed World ex-US ETF $15,663,435iShares Core S&P Total U.S. Stock Market ETF $15,152,789Invesco Short Term Treasury ETF $13,268,556iShares 1-5 Year Investment Grade Corporate Bond ETF $8,328,397 Largest New Holdings this Quarter 482480100 - KLA $543,073 Holding67066G104 - NVIDIA $535,551 Holding595112103 - Micron Technology $304,621 Holding69608A108 - PALANTIR TECHNOLOGIES INC $284,316 Holding78433H675 - NEOS ETF TRUST $233,421 Holding Largest Purchases this Quarter abrdn Physical Gold Shares ETF 15,021 shares (about $594.23K)iShares 1-5 Year Investment Grade Corporate Bond ETF 10,719 shares (about $549.13K)KLA 2,786 shares (about $543.07K)NVIDIA 2,345 shares (about $535.55K)Schwab Short-Term U.S. Treasury ETF 20,534 shares (about $489.94K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 3,734 shares (about $263.66K)Vanguard Small-Cap Growth ETF 430 shares (about $145.27K)Vanguard Short-Term Corporate Bond ETF 1,849 shares (about $142.84K)Schwab U.S. Large-Cap Value ETF 4,108 shares (about $136.84K)Vanguard Total Stock Market ETF 262 shares (about $98.05K) 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$16,473,604$489,941 ▲3.1%690,42811.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$15,663,435$165,543 ▲1.1%311,95810.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$15,152,789$84,304 ▲0.6%91,12810.2%ETFTBLLInvesco Short Term Treasury ETF$13,268,556$397,538 ▲3.1%125,6978.9%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$8,328,397$549,134 ▲7.1%162,5695.6%ETFVBRVanguard Small-Cap Value ETF$7,957,700$57,065 ▼-0.7%34,4445.3%ETFVBKVanguard Small-Cap Growth ETF$6,471,096$145,266 ▼-2.2%19,1554.3%ETFSGOLabrdn Physical Gold Shares ETF$6,389,177$594,231 ▲10.3%161,5064.3%ETFVWOVanguard FTSE Emerging Markets ETF$6,319,289$43,237 ▲0.7%106,5474.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$5,462,391$13,815 ▼-0.3%89,3573.7%ETFVTIVanguard Total Stock Market ETF$5,119,977$98,051 ▼-1.9%13,6813.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,652,901$89,848 ▼-1.9%37,8043.1%ETFVEAVanguard FTSE Developed Markets ETF$2,706,269$263,658 ▼-8.9%38,3271.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,574,897$142,835 ▼-5.3%33,3321.7%ETFAAPLApple$2,443,743$270,750 ▲12.5%7,3381.6%TechnologySCHFSchwab International Equity ETF$2,370,057$29,146 ▼-1.2%86,2781.6%ETFSCHBSchwab US Broad Market ETF$2,319,799$3,605 ▼-0.2%79,1471.6%ETFIAUiShares Gold Trust$2,168,759$13,433 ▼-0.6%27,7691.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,086,767$40,985 ▼-1.9%25,7121.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,774,257$136,837 ▼-7.2%53,2651.2%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,225,845$48,028 ▼-3.8%11,4600.8%ETFVGTVanguard Information Technology ETF$1,130,0250.0%8,9920.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,057,955$72,999 ▲7.4%13,0290.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$975,341$78,721 ▼-7.5%27,1460.7%ETFVTVVanguard Value ETF$830,612$864 ▼-0.1%3,8440.6%ETFSLYVSPDR S&P 600 Small Cap Value ETF$816,485$12,054 ▼-1.5%7,9930.5%ETFSPYSPDR S&P 500 ETF Trust$775,595$109,056 ▲16.4%1,0170.5%ETFGOOGLAlphabet$750,438$97,719 ▲15.0%2,1810.5%Communication ServicesVVisa$724,769$5,031 ▲0.7%2,0170.5%FinanceGOOGAlphabet$690,698$59,631 ▲9.4%2,0270.5%Communication ServicesVTWVVanguard Russell 2000 Value ETF$667,4290.0%3,6130.4%ETFMAMastercard$568,014$551 ▲0.1%1,0300.4%FinanceKLACKLA$543,073$543,073 ▲New Holding2,7860.4%TechnologyNVDANVIDIA$535,551$535,551 ▲New Holding2,3450.4%TechnologySCHHSchwab U.S. REIT ETF$534,1390.0%24,2350.4%ETFMUBiShares National Muni Bond ETF$430,383$105,144 ▲32.3%4,2570.3%ETFVUGVanguard Growth ETF$419,913$8,921 ▼-2.1%4,6600.3%ETFXLIIndustrial Select Sector SPDR Fund$396,9110.0%2,3770.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$383,6450.0%7,4120.3%ETFXLKTechnology Select Sector SPDR Fund$379,364$22,903 ▼-5.7%1,9380.3%ETFXLVHealth Care Select Sector SPDR Fund$376,5870.0%2,2360.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$364,8320.0%3,3520.2%ETFITMVanEck Intermediate Muni ETF$332,2880.0%7,5520.2%ETFRSPInvesco S&P 500 Equal Weight ETF$315,9820.0%1,5190.2%ETFVOXVanguard Communication Services ETF$311,6150.0%1,6350.2%ETFMUMicron Technology$304,621$304,621 ▲New Holding2860.2%TechnologyJNJJohnson & Johnson$286,4490.0%1,0820.2%HealthcarePALANTIR TECHNOLOGIES INC$284,316$284,316 ▲New Holding1,5200.2%CL AFASTFastenal$282,0240.0%5,6940.2%IndustrialsEFGiShares MSCI EAFE Growth ETF$279,3240.0%2,3310.2%ETFXLUUtilities Select Sector SPDR Fund$262,3550.0%6,6520.2%ETFAZOAutoZone$251,8720.0%890.2%Consumer DiscretionaryXLPConsumer Staples Select Sector SPDR Fund$241,8000.0%3,0000.2%ETFIWOiShares Russell 2000 Growth ETF$238,409$11,064 ▼-4.4%6680.2%ETFNEOS ETF TRUST$233,421$233,421 ▲New Holding4,2020.2%NASDAQ 100 HIGHBRK.BBerkshire Hathaway$222,086$3,486 ▼-1.5%4460.1%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$221,096$221,096 ▲New Holding7,4720.1%ETFAMZNAmazon.com$214,269$214,269 ▲New Holding8600.1%Consumer DiscretionaryCBChubb$213,3640.0%6560.1%FinanceVOOVanguard S&P 500 ETF$209,557$209,557 ▲New Holding2990.1%ETFHDHome Depot$0$226,421 ▼-100.0%00.0%Consumer DiscretionaryTJXTJX Companies$0$217,100 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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