Clear Retirement Advice LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
San Mateo, CA
CIK
0002112984
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 53 128,552 SCHO, SPDW, ITOT, CLTL 13F-HR 2/23/2026 000211298426000001