Clear Perspectives Financial Planning, LLC

13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Cincinnati, OH
CIK
0001841174
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2023 197 178,367 PG, VYM, RSP, VTV 13F-HR 5/11/2023 000184117423000002
Q4 2022 236 188,244 VYM, PG, VTV, SGOV 13F-HR 2/13/2023 000184117423000001
Q3 2022 208 203,935 SGOV, BIL, VYM, PG 13F-HR 11/9/2022 000184117422000004
Q2 2022 210 256,500 SGOV, BIL, VYM, VTIP 13F-HR 8/11/2022 000184117422000003
Q1 2022 212 263,836 VYM, VTIP, RSP, BIL 13F-HR 5/12/2022 000184117422000002
Q4 2021 235 247,302 VTIP, RSP, SCHP, STPZ 13F-HR 2/9/2022 000184117422000001
Q3 2021 221 220,732 VTIP, RSP, STPZ, PG 13F-HR 11/5/2021 000184117421000007
Q2 2021 208 207,084 VTIP, RSP, STPZ, PG 13F-HR 8/5/2021 000184117421000006
Q1 2021 190 172,580 VTIP, RSP, PG, VIG 13F-HR 5/6/2021 000184117421000004
Q4 2020 187 157,814 PG, VIG, VUG, BSV 13F-HR 2/1/2021 000184117421000002