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| Name: |
Clear Perspectives Financial Planning LLC |
| City: |
CINCINNATI |
| State: |
OH |
| Zip: |
45242 |
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data |
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Filing Period: |
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| Holdings
Found :
16 |
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Increased Positions |
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Page 1 of 1 |
Menu
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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 |
|
PG |
Procter & Gamble Co |
1 |
- |
$165.76 |
$17,812,000 |
119,795 |
9.99% |
1,387,000 |
11,422 |
0.005 |
Cleaning Products |
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VOO |
Vanguard S&P 500 Etf |
5 |
- |
$481.04 |
$11,184,000 |
29,738 |
6.27% |
6,788,000 |
17,225 |
0.003 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
7 |
- |
$181.66 |
$10,484,000 |
68,074 |
5.88% |
8,930,000 |
57,843 |
0.018 |
Closed - End Fund - Debt |
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VOOV |
Vanguard S&P 500 Value Etf |
8 |
- |
$178.50 |
$9,386,000 |
63,978 |
5.26% |
8,755,000 |
59,476 |
0.521 |
N/A |
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VEA |
Vanguard Europe Pacific ETF |
10 |
- |
$49.56 |
$7,479,000 |
165,572 |
4.19% |
7,472,000 |
165,411 |
0.007 |
Closed - End Fund - F... |
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MGK |
Vanguard Mega Cap 300 Gr In... |
13 |
- |
$277.92 |
$5,191,000 |
25,381 |
2.91% |
3,594,000 |
16,099 |
0.05 |
Closed - End Fund - E... |
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IOO |
iShares S&P Global 100 Index |
15 |
- |
$91.71 |
$3,062,000 |
43,702 |
1.72% |
2,709,000 |
38,196 |
0.099 |
Closed - End Fund - E... |
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SPY |
Standard & Poors Depository... |
17 |
- |
$523.30 |
$2,553,000 |
6,235 |
1.43% |
264,000 |
250 |
0 |
Closed - End Fund - E... |
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VUG |
Vanguard Growth VIPERS |
25 |
- |
$345.65 |
$1,057,000 |
4,237 |
0.59% |
235,000 |
379 |
0.002 |
Closed - End Fund - E... |
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DSI |
iShares KLD 400 Social Index |
28 |
- |
$99.66 |
$595,000 |
7,626 |
0.33% |
53,000 |
80 |
0.004 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
34 |
- |
$225.16 |
$243,000 |
1,280 |
0.14% |
16,000 |
43 |
0.001 |
Closed - End Fund - E... |
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ACWI |
iShares MSCI ACWI Index |
39 |
- |
$110.86 |
$209,000 |
2,288 |
0.12% |
113,000 |
1,153 |
0.001 |
Closed - End Fund - E... |
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FITB |
Fifth Third Bancorp |
79 |
- |
$38.47 |
$42,000 |
1,577 |
0.02% |
5,000 |
462 |
0 |
Domestic Regional Banks |
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VWO |
Vanguard Emerging Markets S... |
88 |
- |
$44.02 |
$32,000 |
800 |
0.02% |
25,000 |
631 |
0 |
Closed - End Fund - E... |
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MNST |
Monster Beverage Corporation |
93 |
- |
$54.48 |
$29,000 |
540 |
0.02% |
2,000 |
270 |
0 |
Beverage Soft Drinks... |
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TAN |
Invesco Solar ETF |
101 |
- |
$43.77 |
$24,000 |
310 |
0.01% |
6,000 |
60 |
0.002 |
Closed - End Fund - E... |
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