Clear Retirement Advice LLC

Est. AUM

$127.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	SHT TM US TRES	$14.5M	598083	11.40%	SOLE
2	SPDR INDEX SHS FDS	STATE STREET SPD	$12.8M	281259	10.08%	SOLE
3	ISHARES TR	CORE S&P TTL STK	$11.9M	83503	9.34%	SOLE
4	INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$11.9M	112551	9.33%	SOLE
5	VANGUARD INDEX FDS	SM CP VAL ETF	$7.1M	32711	5.58%	SOLE
6	ISHARES TR	ISHS 1-5YR INVS	$7.0M	133030	5.49%	SOLE
7	VANGUARD INDEX FDS	SML CP GRW ETF	$5.6M	18589	4.41%	SOLE
8	ETFS GOLD TR	PHYSCL GOLD SHS	$5.4M	121677	4.26%	SOLE
9	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.2M	97045	4.12%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$4.5M	79943	3.55%	SOLE
11	VANGUARD INDEX FDS	TOTAL STK MKT	$4.4M	13829	3.48%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$3.7M	37625	2.89%	SOLE
13	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.8M	35281	2.20%	SOLE
14	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.7M	42683	2.15%	SOLE
15	ISHARES GOLD TR	ISHARES NEW	$2.5M	27961	1.94%	SOLE
16	APPLE INC	COM	$2.3M	9147	1.82%	SOLE
17	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.2M	88599	1.72%	SOLE
18	SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.0M	79917	1.58%	SOLE
19	ISHARES INC	CORE MSCI EMKT	$1.8M	26360	1.44%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.8M	58035	1.39%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	12012	0.91%	SOLE
22	SCHWAB STRATEGIC TR	US LCAP GR ETF	$877K	30108	0.69%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$786K	8306	0.62%	SOLE
24	VANGUARD WORLD FD	INF TECH ETF	$784K	1124	0.62%	SOLE
25	VANGUARD INDEX FDS	VALUE ETF	$756K	3851	0.59%	SOLE
26	ISHARES TR	1 3 YR TREAS BD	$709K	8581	0.56%	SOLE
27	VISA INC	COM CL A	$605K	2003	0.48%	SOLE
28	VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$604K	3613	0.47%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$568K	874	0.45%	SOLE
30	ALPHABET INC	CAP STK CL A	$546K	1897	0.43%	SOLE
31	ALPHABET INC	CAP STK CL C	$531K	1852	0.42%	SOLE
32	SCHWAB STRATEGIC TR	US REIT ETF	$521K	24235	0.41%	SOLE
33	MASTERCARD INCORPORATED	CL A	$514K	1029	0.40%	SOLE
34	VANGUARD INDEX FDS	GROWTH ETF	$409K	937	0.32%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET IND	$384K	2377	0.30%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET CON	$365K	3352	0.29%	SOLE
37	VANECK ETF TRUST	INTRMDT MUNI ETF	$351K	7552	0.28%	SOLE
38	SPDR INDEX SHS FDS	STATE STREET SPD	$350K	7457	0.27%	SOLE
39	ISHARES TR	NATIONAL MUN ETF	$341K	3217	0.27%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET HEA	$328K	2236	0.26%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET UTI	$305K	6652	0.24%	SOLE
42	AUTOZONE INC	COM	$301K	89	0.24%	SOLE
43	VANGUARD WORLD FD	COMM SRVC ETF	$294K	1635	0.23%	SOLE
44	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$292K	1519	0.23%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET TEC	$282K	2125	0.22%	SOLE
46	FASTENAL CO	COM	$264K	5694	0.21%	SOLE
47	JOHNSON & JOHNSON	COM	$264K	1082	0.21%	SOLE
48	ISHARES TR	EAFE GRWTH ETF	$260K	2331	0.20%	SOLE
49	SELECT SECTOR SPDR TR	STATE STREET CON	$246K	3000	0.19%	SOLE
50	TJX COS INC NEW	COM	$229K	1433	0.18%	SOLE

1–50 of 54

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.