Clear Retirement Advice LLC
CIK 2112984 · Holdings on Jun 30, 2026 · First reported Jul 15, 2026
Top ten holdings
Q2 2026- SCHO11.07%
- SPDW10.65%
- ITOT10.19%
- TBLL8.81%
- VBR5.77%
- IGSB5.45%
- VBK4.90%
- VWO4.33%
- SGOL3.83%
- SPYV3.73%
Share classes counted separately68.73%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ITOTWeight increased · +0.85 pp9.34% → 10.19%Shares +7.12K (+8.52%)
- SPDWWeight increased · +0.57 pp10.08% → 10.65%Shares +27.40K (+9.74%)
- AAPLWeight decreased · -0.53 pp1.82% → 1.29%Shares -2.62K (-28.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHOSCHWAB SHORT-TERM US TREASSHT TM US TRES View history and evidence | $16.17M | 11.07% | 669.89K shares | 11.40% → 11.07%-0.33 pp +71.81K (+12.01%) | Added | ↗▾ |
| 02 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $15.55M | 10.65% | 308.66K shares | 10.08% → 10.65%+0.57 pp +27.40K (+9.74%) | Added | ↗▾ |
| 03 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $14.89M | 10.19% | 90.62K shares | 9.34% → 10.19%+0.85 pp +7.12K (+8.52%) | Added | ↗▾ |
| 04 | TBLLINVESCO SHORT TERM TREASURYSHORT TERM ETF View history and evidence | $12.87M | 8.81% | 121.93K shares | 9.33% → 8.81%-0.52 pp +9.38K (+8.33%) | Added | ↗▾ |
| 05 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $8.43M | 5.77% | 34.69K shares | 5.58% → 5.77%+0.19 pp +1.98K (+6.05%) | Added | ↗▾ |
| 06 | IGSBISHARES 1-5Y INV GRADE CORPISHS 1-5YR INVS View history and evidence | $7.96M | 5.45% | 151.85K shares | 5.49% → 5.45%-0.04 pp +18.82K (+14.15%) | Added | ↗▾ |
| 07 | VBKVAN MORST SML-CAP GRO-USD INSML CP GRW ETF View history and evidence | $7.16M | 4.90% | 19.59K shares | 4.41% → 4.90%+0.49 pp +996 (+5.36%) | Added | ↗▾ |
| 08 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $6.32M | 4.33% | 105.82K shares | 4.12% → 4.33%+0.21 pp +8.77K (+9.04%) | Added | ↗▾ |
| 09 | SGOLABRDN PHYSICAL GOLD SHARESPHYSCL GOLD SHS View history and evidence | $5.60M | 3.83% | 146.49K shares | 4.26% → 3.83%-0.43 pp +24.81K (+20.39%) | Added | ↗▾ |
| 10 | SPYVSS SPDR P S&P 500 VALUE ETFST STR P500VAL View history and evidence | $5.45M | 3.73% | 89.58K shares | 3.55% → 3.73%+0.18 pp +9.64K (+12.06%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2112984 · Period Jun 30, 2026
Data loaded Nov 10, 2026 · First reported Jul 15, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 146026919
}Research all 54 reported holdings.
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