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
IXC Ishares Tr Global Energy ETF	$0	$41,000 0.02% of portfolio	1,100	Q2 2022 New
FHLC Fidelity Covington Tr Msci Hea	$0	$36,000 0.02% of portfolio	600	Q1 2023 Reduced 50.0%
IJR Ishares Core S&P Sm Cap ETF	$0	$35,000 0.02% of portfolio	364	Q1 2023 Reduced 8.08%
SCHF Schwab Strategic Tr Intl Eqty	$0	$32,000 0.02% of portfolio	920	Q4 2022 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$32,000 0.02% of portfolio	800	Q1 2023 Added 373.37%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$32,000 0.02% of portfolio	675	Q1 2023 Reduced 54.24%
PEY Invesco Exchange Traded Fd Tr	$0	$31,000 0.02% of portfolio	1,570	Q1 2023 Reduced 99.2%
GLD Spdr Gold Trust	$86B	$28,000 0.02% of portfolio	155	Q1 2023 Reduced 42.8%
SCHA Schwab Strategic Tr Us Small C	$0	$25,000 0.01% of portfolio	600	Q1 2023 Reduced 22.18%
ACWV Ishares Msci Global Min Vol Fa	$0	$24,000 0.01% of portfolio	253	Q3 2022 Reduced 21.67%
TAN Invesco ETF Tr Ii Solar ETF	$0	$24,000 0.01% of portfolio	310	Q1 2023 Added 24.0%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$23,000 0.01% of portfolio	470	Q1 2023 Reduced 9.96%
ICLN Ishares	$0	$19,000 0.01% of portfolio	1,000	Q2 2022 Reduced 50.0%
VIS Vanguard Industrial ETF	$0	$19,000 0.01% of portfolio	100	Q1 2023 Reduced 50.0%
DFAS Dimensional ETF Tr U S Small C	$0	$18,000 0.01% of portfolio	350	Q1 2023 New
DFAT Dimensional ETF Tr U S Target	$0	$17,000 0.01% of portfolio	400	Q1 2023 New
SCHB Schwab Strategic Tr Us Broad M	$0	$16,000 0.01% of portfolio	342	Q4 2022 Reduced 42.71%
PRF Invesco Exchange Traded Fd Tr	$0	$16,000 0.01% of portfolio	104	Q4 2022 New
EFG Msci Eafe Growth ETF	$0	$14,000 0.01% of portfolio	150	Q3 2022 Reduced 58.33%
FDL First Tr Morningstar Dividend	$0	$13,000 0.01% of portfolio	390	Q1 2023 Reduced 99.75%
SCHX Schwab Strategic Tr Us Large C	$0	$13,000 0.01% of portfolio	278	Q4 2022 New
IEMG Ishares Inc	$0	$13,000 0.01% of portfolio	276	Q1 2023 Reduced 13.48%
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$12,000 0.01% of portfolio	77	Q4 2022 New
QTEC First Trust Nasdaq 100 Technol	$0	$10,000 0.01% of portfolio	80	Q4 2022 Reduced 88.97%
SCHD Schwab Strategic Tr Us Dividen	$0	$10,000 0.01% of portfolio	150	Q1 2023 Reduced 12.28%
CUT Invesco ETF Tr Ii Msci Global	$0	$8,000 0.0% of portfolio	281	Q4 2020 New
XLP Consumer Staples Sector Spdr	$0	$7,000 0.0% of portfolio	100	Q2 2022 Reduced 23.66%
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$7,000 0.0% of portfolio	171	Q4 2022 New
IVW Ishares S&P 500 Growth ETF	$0	$6,000 0.0% of portfolio	106	Q1 2023 Reduced 53.91%
RWX Spdr Dow Jones International R	$0	$4,000 0.0% of portfolio	157	Q4 2020 New
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$4,000 0.0% of portfolio	100	Q1 2023 Reduced 99.83%
XLRE Select Sector Spdr Tr Real Est	$0	$3,000 0.0% of portfolio	100	Q1 2023 Reduced 80.2%
NULV Nuveen Esg Large Cap Value ETF	$0	$1,000 0.0% of portfolio	46	Q1 2023 Reduced 47.13%
IEFA Ishares Tr	$0	$1,000 0.0% of portfolio	22	Q1 2023 Reduced 88.48%
VTWO Vanguard Russell 2000 ETF	$0	$0 0.0% of portfolio	5	Q4 2022 New
RYLD Global X Fds Russell 2000 Cove	$0	$0 0.0% of portfolio	44	Q3 2022 New
VGSH Vanguard	$0	$0 0.0% of portfolio	7	Q4 2022 New

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