Clear Perspectives Financial Planning, LLC ETFs

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VYM Vanguard Whitehall Fds (Vangua	$0	$17.6 Million 9.89% of portfolio	167,160	Q1 2023 Reduced 20.6%
RSP Invesco S&P 500 Equal Weight E	$0	$14.6 Million 8.2% of portfolio	101,050	Q1 2023 Reduced 0.91%
VTV Vanguard Value ETF	$0	$14.4 Million 8.07% of portfolio	104,162	Q1 2023 Reduced 5.83%
VOO Vanguard Index Fds S&P 500 ETF	$0	$11.2 Million 6.27% of portfolio	29,738	Q1 2023 Added 137.66%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$10.5 Million 5.91% of portfolio	104,680	Q1 2023 Reduced 28.79%
VIG Vanguard Dividend Appreciation	$0	$10.5 Million 5.88% of portfolio	68,074	Q1 2023 Added 565.37%
VOOV Vanguard S&P 500 Value ETF	$0	$9.39 Million 5.27% of portfolio	63,978	Q1 2023 Added 1,321.1%
VXUS Vanguard Star Fd Vanguard Tota	$0	$7.62 Million 4.28% of portfolio	138,081	Q1 2023 New
VEA Vanguard Ftse Developed Market	$0	$7.48 Million 4.2% of portfolio	165,572	Q1 2023 Added 102,739.75%
SDY Spdr Series Tr Spdr S&P Divide	$0	$7.31 Million 4.1% of portfolio	59,084	Q1 2023 Reduced 2.46%
DVY Ishares Tr	$0	$6.51 Million 3.65% of portfolio	55,540	Q1 2023 Reduced 36.48%
MGK Vanguard Mega Cap Growth ETF	$0	$5.19 Million 2.91% of portfolio	25,381	Q1 2023 Added 173.44%
MGV Vanguard Mega Cap Value	$0	$4.5 Million 2.52% of portfolio	44,535	Q1 2023 Reduced 17.91%
IOO Ishares Tr Global 100 ETF	$0	$3.06 Million 1.72% of portfolio	43,702	Q1 2023 Added 693.72%
IWB Ishares Tr Russell 1000 ETF	$0	$3.01 Million 1.69% of portfolio	13,376	Q1 2023 Reduced 2.09%
SPY Spdr S&P 500 ETF Trust	$0	$2.55 Million 1.43% of portfolio	6,235	Q1 2023 Added 4.18%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$2.54 Million 1.42% of portfolio	27,633	Q1 2023 Reduced 56.4%
IVV Ishares Core S&P 500 ETF	$0	$2.38 Million 1.33% of portfolio	5,779	Q1 2023 Reduced 0.05%
VV Vanguard Large Cap ETF	$0	$1.69 Million 0.95% of portfolio	9,072	Q1 2023 Reduced 9.3%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$1.66 Million 0.93% of portfolio	26,675	Q1 2023 Reduced 7.08%
QQQ Invesco Qqq Trust, Series 1	$0	$1.63 Million 0.91% of portfolio	5,077	Q1 2023 Reduced 0.49%
OEF Ishares S&P 100 ETF	$0	$1.07 Million 0.6% of portfolio	5,712	Q1 2023 Reduced 2.44%
VUG Vanguard Growth ETF	$0	$1.06 Million 0.59% of portfolio	4,237	Q1 2023 Added 9.82%
IWF Ishares Russell 1000 Gr ETF	$0	$1.02 Million 0.57% of portfolio	4,184	Q1 2023 Reduced 0.05%
USMV Ishares Msci Usa Min Vol Facto	$0	$668,000 0.37% of portfolio	9,195	Q1 2023 Reduced 35.11%
DSI Ishares Msci Kld 400 Social Et	$0	$594,000 0.33% of portfolio	7,626	Q1 2023 Added 1.06%
HDV Ishares Core High Dividend ETF	$0	$544,000 0.31% of portfolio	5,352	Q1 2023 Reduced 90.43%
DFUV Dimensional ETF Tr Us Marketwi	$0	$527,000 0.3% of portfolio	15,754	Q1 2023 Reduced 0.2%
SUSA Ishares Tr Msci Usa Esg Select	$0	$436,000 0.24% of portfolio	4,978	Q4 2022 Reduced 0.4%
IWV Ishares Russell 3000 ETF	$0	$330,000 0.19% of portfolio	1,403	Q1 2021 Reduced 3.31%
VOT Vanguard Mid Cap Growth Index	$0	$276,000 0.15% of portfolio	1,420	Q3 2022 Reduced 8.39%
VB Vanguard Small Cap ETF	$0	$242,000 0.14% of portfolio	1,280	Q1 2023 Added 3.48%
VHT Vanguard Health Care ETF	$0	$235,000 0.13% of portfolio	987	Q1 2023 Reduced 3.61%
AVDE American Centy ETF Tr Avantis	$0	$216,000 0.12% of portfolio	3,800	Q1 2023 New
VT Vanguard Total World Stk Index	$0	$208,000 0.12% of portfolio	2,263	Q4 2022 Reduced 25.14%
ACWI Ishares Msci Acwi ETF	$0	$208,000 0.12% of portfolio	2,288	Q1 2023 Added 101.59%
VXF Vanguard Extended Market ETF	$0	$195,000 0.11% of portfolio	1,391	Q1 2023 Reduced 0.71%
IWD Ishares Russell 1000 Val ETF	$0	$171,000 0.1% of portfolio	1,128	Q1 2023 Reduced 37.95%
VO Vanguard Mid Cap ETF	$0	$133,000 0.07% of portfolio	631	Q1 2023 Reduced 4.54%
XLE Energy Sector Spdr	$0	$117,000 0.07% of portfolio	1,420	Q1 2023 Reduced 84.13%
VPU Vanguard Utilities ETF	$0	$88,000 0.05% of portfolio	600	Q2 2021 Added 33.33%
PAVE Global X Fds Us Infrastructure	$0	$82,000 0.05% of portfolio	2,925	Q4 2022 Reduced 28.5%
VOE Vanguard Mid Cap Value Index F	$0	$75,000 0.04% of portfolio	560	Q1 2023 Reduced 25.13%
XLI Industrial Sector Spdr	$0	$72,000 0.04% of portfolio	715	Q4 2022 Reduced 21.86%
AOA Ishares Tr Core Aggressive All	$0	$68,000 0.04% of portfolio	1,073	Q1 2023 Reduced 3.16%
SPYG Spdr Portfolio	$0	$60,000 0.03% of portfolio	1,100	Q2 2022 Reduced 5.82%
SCHV Schwab Strategic Tr Us Large C	$0	$59,000 0.03% of portfolio	900	Q1 2022 New
SCHG Schwab Strategic Tr Us Large C	$0	$58,000 0.03% of portfolio	900	Q4 2022 Reduced 66.2%
IVE Ishares S&P 500 Value ETF	$0	$50,000 0.03% of portfolio	336	Q1 2023 Reduced 13.85%
XLV Select Sector Spdr Fund Health	$0	$42,000 0.02% of portfolio	325	Q3 2021 Reduced 1.22%

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