§ 13F · FUND PROFILE
Clear Retirement Advice LLC.
AUM · $146M (13F)Positions · 54Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHO | SCHWAB STRATEGIC TR | 670K | $16M | — | — |
| 2 | SPDW | SPDR INDEX SHS FDS | 309K | $16M | — | — |
| 3 | ITOT | ISHARES TR | 91K | $15M | — | — |
| 4 | TBLL | INVESCO EXCH TRADED FD TR II | 122K | $13M | — | — |
| 5 | VBR | VANGUARD INDEX FDS | 35K | $8M | — | — |
| 6 | IGSB | ISHARES TR | 152K | $8M | — | — |
| 7 | VBK | VANGUARD INDEX FDS | 20K | $7M | — | — |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 106K | $6M | — | — |
| 9 | SGOL | ETFS GOLD TR | 146K | $6M | — | — |
| 10 | SPYV | SPDR SERIES TRUST | 90K | $5M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLEAR SIGNAL
AC read
Clear Retirement Advice LLC is a Income / Defensive fund managing $146 million in assets. The fund runs a portfolio of 54 positions.
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