§ 13F · FUND PROFILE
Clear Retirement Advice LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · — (13F)Positions · 53Turnover · — · Q4Filed · Feb 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$128.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHO | SCHWAB STRATEGIC TR | 589K | $14.3T | 11.2% | NEW |
| 2 | SPDW | SPDR INDEX SHS FDS | 280K | $13.3T | 10.3% | NEW |
| 3 | ITOT | ISHARES TR | 82K | $12.3T | 9.6% | NEW |
| 4 | TBLL | INVESCO EXCH TRADED FD TR II | 112K | $11.8T | 9.2% | NEW |
| 5 | VBR | VANGUARD INDEX FDS | 32K | $7.4T | 5.8% | NEW |
| 6 | IGSB | ISHARES TR | 133K | $7.0T | 5.5% | NEW |
| 7 | VBK | VANGUARD INDEX FDS | 19K | $5.8T | 4.5% | NEW |
| 8 | SGOL | ETFS GOLD TR | 120K | $5.6T | 4.4% | NEW |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 97K | $5.5T | 4.3% | NEW |
| 10 | VTI | VANGUARD INDEX FDS | 13K | $4.6T | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLEAR SIGNAL
AC read
Clear Retirement Advice LLC is classified as a Income / Defensive fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed