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  Name: Clear Perspectives Financial Planning LLC
  City: CINCINNATI
  State: OH
  Zip: 45242
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-03-31
  Total Value : $178,366,000
  Total Value Change : $-9,811,000
  Securities Held Change : -38
   
All Securities Held : 197
  New Positions : 7
  Closed Positions : 45
  Increased Positions : 16
  Unchanged Positions : 120
  Decreased Positions : 54

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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 9 New $61.15 $7,623,000 138,081 4.27% 7,623,000 138,081 0.024    Closed - End Fund - E...
   (AVDE)1 Year Chart         AVDE Avantis International Equit... 38 New $64.23 $217,000 3,800 0.12% 217,000 3,800 0.004    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 117 New $53.62 $18,000 400 0.01% 18,000 400 0    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 115 New $61.32 $18,000 350 0.01% 18,000 350 0    N/A
   (FFBC)1 Year Chart         FFBC First Financial Bancorp 121 New $23.65 $16,000 750 0.01% 16,000 750 0    Domestic Regional Banks
   (FSK)1 Year Chart         FSK Fs Kkr Capital Inc 173 New $4.20 $1,000 28 0% 1,000 28 0    N/A
   (HEMP)1 Year Chart         HEMP Hemp Inc 192 New $0.00 $0 1,000 0% 0 1,000 0    N/A

      7 Records Found
  1    
Page 1 of 1
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