Clear Retirement Advice LLC Top Holdings and 13F Report (2026) About Clear Retirement Advice LLCInvestment ActivityClear Retirement Advice LLC has $146.03 million in total holdings as of June 30, 2026.Clear Retirement Advice LLC owns shares of 54 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 7.46% of the portfolio was purchased this quarter.About 0.67% of the portfolio was sold this quarter.This quarter, Clear Retirement Advice LLC has purchased 54 new stocks and bought additional shares in 16 stocks.Clear Retirement Advice LLC sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab Short-Term U.S. Treasury ETF $16,171,239SPDR Portfolio Developed World ex-US ETF $15,553,451iShares Core S&P Total U.S. Stock Market ETF $14,886,387Invesco Short Term Treasury ETF $12,872,257Vanguard Small-Cap Value ETF $8,429,653 Largest Purchases this Quarter Schwab Short-Term U.S. Treasury ETF 71,811 shares (about $1.73M)SPDR Portfolio Developed World ex-US ETF 27,402 shares (about $1.38M)iShares Core S&P Total U.S. Stock Market ETF 7,118 shares (about $1.17M)Invesco Short Term Treasury ETF 9,380 shares (about $990.25K)iShares 1-5 Year Investment Grade Corporate Bond ETF 18,820 shares (about $986.35K) Largest Sales this Quarter Apple 2,622 shares (about $758.70K)Vanguard FTSE Developed Markets ETF 622 shares (about $44.32K)Schwab International Equity ETF 1,260 shares (about $34.90K)Schwab U.S. Large-Cap Growth ETF 771 shares (about $26.09K)Schwab U.S. Large-Cap Value ETF 662 shares (about $23.04K) 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$16,171,239$1,733,517 â–²12.0%669,89411.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$15,553,451$1,380,789 â–²9.7%308,66110.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$14,886,387$1,169,280 â–²8.5%90,62110.2%ETFTBLLInvesco Short Term Treasury ETF$12,872,257$990,247 â–²8.3%121,9318.8%ETFVBRVanguard Small-Cap Value ETF$8,429,653$481,125 â–²6.1%34,6915.8%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$7,958,436$986,353 â–²14.1%151,8505.4%ManufacturingVBKVanguard Small-Cap Growth ETF$7,162,126$364,232 â–²5.4%19,5854.9%ETFVWOVanguard FTSE Emerging Markets ETF$6,316,277$523,660 â–²9.0%105,8184.3%ETFSGOLabrdn Physical Gold Shares ETF$5,600,122$948,410 â–²20.4%146,4853.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$5,445,727$586,013 â–²12.1%89,5833.7%ETFVTIVanguard Total Stock Market ETF$5,159,468$42,185 â–²0.8%13,9433.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,585,159$108,162 â–²2.4%38,5343.1%ETFVEAVanguard FTSE Developed Markets ETF$2,996,846$44,317 â–¼-1.5%42,0612.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,780,354$7,903 â–¼-0.3%35,1811.9%ETFSCHFSchwab International Equity ETF$2,419,290$34,902 â–¼-1.4%87,3391.7%ETFSCHBSchwab US Broad Market ETF$2,295,659$18,737 â–¼-0.8%79,2701.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,171,797$11,846 â–¼-0.5%26,2171.5%ETFIAUiShares Gold Trust$2,109,825$1,510 â–¼-0.1%27,9411.4%FinanceSCHVSchwab U.S. Large-Cap Value ETF$1,997,154$23,044 â–¼-1.1%57,3731.4%ETFAAPLApple$1,888,074$758,702 â–¼-28.7%6,5251.3%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$1,418,752$12,271 â–¼-0.9%11,9091.0%ETFVGTVanguard Information Technology ETF$1,074,724$940,384 â–²700.0%8,9920.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$995,994$291,408 â–²41.4%12,1300.7%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$992,751$26,090 â–¼-2.6%29,3370.7%ETFSLYVSPDR S&P 600 Small Cap Value ETF$884,991$21,276 â–¼-2.3%8,1110.6%ETFVTVVanguard Value ETF$838,595$654 â–¼-0.1%3,8480.6%ETFVTWVVanguard Russell 2000 Value ETF$706,1250.0%3,6130.5%ETFVVisa$687,2090.0%2,0030.5%Business ServicesGOOGLAlphabet$677,9310.0%1,8970.5%Computer and TechnologyGOOGAlphabet$654,3670.0%1,8520.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$652,6770.0%8740.4%FinanceSCHHSchwab U.S. REIT ETF$573,8850.0%24,2350.4%ETFMAMastercard$528,4940.0%1,0290.4%Business ServicesXLIIndustrial Select Sector SPDR Fund$440,2920.0%2,3770.3%ETFVUGVanguard Growth ETF$409,940$329,227 â–²407.9%4,7590.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$393,1230.0%3,3520.3%FinanceXLKTechnology Select Sector SPDR Fund$391,519$13,336 â–¼-3.3%2,0550.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$383,793$2,330 â–¼-0.6%7,4120.3%ETFITMVanEck Intermediate Muni ETF$354,8680.0%7,5520.2%ETFXLVHealth Care Select Sector SPDR Fund$354,7640.0%2,2360.2%ETFMUBiShares National Muni Bond ETF$346,2140.0%3,2170.2%ETFRSPInvesco S&P 500 Equal Weight ETF$323,1980.0%1,5190.2%ETFXLUUtilities Select Sector SPDR Fund$301,6020.0%6,6520.2%ETFVOXVanguard Communication Services ETF$300,7580.0%1,6350.2%ETFEFGiShares MSCI EAFE Growth ETF$290,0230.0%2,3310.2%ETFAZOAutoZone$284,4390.0%890.2%Retail/WholesaleIWOiShares Russell 2000 Growth ETF$275,378$3,152 â–¼-1.1%6990.2%ETFJNJJohnson & Johnson$274,7960.0%1,0820.2%MedicalFASTFastenal$273,4830.0%5,6940.2%Retail/WholesaleXLPConsumer Staples Select Sector SPDR Fund$249,2100.0%3,0000.2%ETFBRK.BBerkshire Hathaway$226,677$15,012 â–²7.1%4530.2%FinanceHDHome Depot$226,4210.0%6420.2%Retail/WholesaleCBChubb$223,5250.0%6560.2%FinanceTJXTJX Companies$217,1000.0%1,4330.1%Retail/WholesaleShowing largest 100 holdings. 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