Notify me when Clear Perspective Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2021 | 181 | $329,450,000 | +$33,383,508 | -$19,496,036 | +$13,887,472 | SPLG, SCHD, LMBS, VOO, TMFC | 13F-HR | 17 Feb 2022, 13:11 |
| Q3 2021 | 169 | $292,338,000 | +$23,835,893 | -$11,517,137 | +$12,318,756 | SPLG, SCHD, LMBS, VOO, TMFC | 13F-HR | 12 Nov 2021, 12:16 |
| Q2 2021 | 162 | $287,560,000 | +$27,030,652 | -$11,836,156 | +$15,194,496 | SPLG, SCHD, LMBS, VOO, SPHB | 13F-HR | 13 Aug 2021, 16:35 |
| Q1 2021 | 152 | $255,436,000 | +$35,374,571 | -$36,087,724 | -$713,153 | SPLG, SCHD, LMBS, VOO, SPHB | 13F-HR | 14 May 2021, 15:01 |
| Q4 2020 | 143 | $244,708,000 | +$9,483,000 | -$1,016,423 | +$8,466,577 | SPLG, SCHD, SPTS, VGIT, VOO | 13F-HR | 16 Feb 2021, 12:12 |
| Q3 2020 | 137 | $11,863,000 | $0 | $0 | $0 | DIS, LOW, GOOGL, PG, NKE | 13F-HR | 03 Nov 2020, 20:01 |
| Q2 2020 | 120 | $181,239,000 | +$22,800,076 | -$14,433,637 | +$8,366,439 | SPLG, VOO, SCHD, SPTS, VGIT | 13F-HR | 14 Aug 2020, 17:20 |
| Q1 2020 | 111 | $149,563,000 | +$35,116,420 | -$22,183,441 | +$12,932,979 | SPLG, VOO, SCHD, SPTS, VGIT | 13F-HR | 13 May 2020, 15:31 |
| Q4 2019 | 134 | $161,582,000 | +$7,497,626 | -$82,447,914 | -$74,950,288 | VOO, SPLG, BRKB, AAPL, IJH | 13F-HR | 10 Feb 2020, 13:20 |
| Q3 2019 | 150 | $220,085,000 | +$74,246,720 | -$8,177,089 | +$66,069,631 | VOO, SPLG, VGSH, BRKB, BND | 13F-HR | 14 Nov 2019, 16:17 |
| Q2 2019 | 189 | $144,732,000 | +$19,277,684 | -$8,532,458 | +$10,745,226 | VOO, SPLG, AAPL, VGSH, BND | 13F-HR | 12 Aug 2019, 15:39 |
| Q1 2019 | 137 | $140,399,000 | +$18,871,005 | -$12,585,217 | +$6,285,788 | VOO, BRKB, SPLG, AAPL, VGSH | 13F-HR | 08 May 2019, 15:19 |
| Q4 2018 | 135 | $120,002,000 | +$11,214,858 | -$12,299,807 | -$1,084,949 | VOO, BRKB, VGSH, IJH, VTV | 13F-HR | 04 Feb 2019, 14:42 |
| Q3 2018 | 143 | $132,832,000 | +$11,415,763 | -$21,856,270 | -$10,440,507 | VOO, BRKB, IJH, BND, VB | 13F-HR | 13 Nov 2018, 09:33 |
| Q2 2018 | 489 | $140,620,000 | +$16,034,694 | -$11,552,155 | +$4,482,539 | VOO, BRKB, BND, IJH, VB | 13F-HR | 07 Aug 2018, 11:40 |
| Q1 2018 | 492 | $133,668,000 | +$14,854,980 | -$9,209,754 | +$5,645,226 | BRKB, VOO, VB, BND, VO | 13F-HR | 14 May 2018, 14:10 |
| Q4 2017 | 461 | $130,793,000 | +$8,423,666 | -$5,815,402 | +$2,608,264 | BRKB, VOO, VB, BND, VO | 13F-HR | 01 Feb 2018, 14:57 |
| Q3 2017 | 469 | $122,458,000 | +$9,102,243 | -$10,905,645 | -$1,803,402 | BRKB, VOO, VB, BND, AAPL | 13F-HR | 13 Nov 2017, 16:55 |
| Q2 2017 | 471 | $118,970,000 | +$10,680,386 | -$20,854,785 | -$10,174,399 | BRKB, VOO, VB, BND, VO | 13F-HR | 14 Aug 2017, 17:14 |
| Q1 2017 | 413 | $126,594,000 | +$6,055,013 | -$10,601,777 | -$4,546,764 | SANDISK CORP, BRKB, VOO, VB, BND | 13F-HR | 15 May 2017, 09:37 |
| Q4 2016 | 412 | $108,293,000 | $0 | $0 | $0 | BRKB, VOO, VB, BND, AAPL | 13F-HR | 15 May 2017, 09:36 |