Clear Retirement Advice LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 24, 2026, for the 2025 Q4 period, Clear Retirement Advice LLC held in its portfolio 49 assets valued at $128,552,731 (i.e. $128.55M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($14.35M), SPDR INDEX SHS FDS ($13.27M), and ISHARES TR ($12.29M).
The chart below shows the top 10 valuable assets, and the table below shows the top 49 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Clear Retirement Advice LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 588651 | 14345418 | SHT TM US TRES |
| SPDR INDEX SHS FDS | 279687 | 13271160 | PORTFOLIO DEVLPD |
| ISHARES TR | 82006 | 12291805 | CORE S&P TTL STK |
| INVESCO EXCH TRADED FD TR II | 111906 | 11824005 | SHORT TERM TREAS |
| SPDR SERIES TRUST | 133224 | 10247289 | STATE STREET SPD |
| VANGUARD INDEX FDS | 32436 | 7407040 | SM CP VAL ETF |
| ISHARES TR | 132830 | 7021387 | ISHS 1-5YR INVS |
| VANGUARD INDEX FDS | 18663 | 5782809 | SML CP GRW ETF |
| ETFS GOLD TR | 119652 | 5632020 | PHYSCL GOLD SHS |
| VANGUARD INTL EQUITY INDEX F | 97260 | 5486432 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 13473 | 4557242 | TOTAL STK MKT |
| VANGUARD TAX-MANAGED FDS | 42956 | 2869461 | VAN FTSE DEV MKT |
| VANGUARD SCOTTSDALE FDS | 32538 | 2593604 | SHRT TRM CORP BD |
| ISHARES GOLD TR | 28347 | 2566254 | ISHARES NEW |
| SCHWAB STRATEGIC TR | 90634 | 2331106 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 61245 | 1934730 | US LCAP VA ETF |
| SCHWAB STRATEGIC TR | 71659 | 1894664 | US BRD MKT ETF |
| ISHARES INC | 26346 | 1893470 | CORE MSCI EMKT |
| SCHWAB STRATEGIC TR | 28580 | 888254 | US LCAP GR ETF |
| APPLE INC | 3147 | 870114 | COM |
| VANGUARD WORLD FD | 1124 | 811247 | INF TECH ETF |
| VANGUARD INDEX FDS | 3851 | 784064 | VALUE ETF |
| ISHARES TR | 8581 | 709906 | 1 3 YR TREAS BD |
| SELECT SECTOR SPDR TR | 6352 | 663545 | STATE STREET CON |
| VANGUARD SCOTTSDALE FDS | 3646 | 636055 | VNG RUS2000VAL |
| ALPHABET INC | 1897 | 631777 | CAP STK CL A |
| VISA INC | 1914 | 631524 | COM CL A |
| SCHWAB STRATEGIC TR | 28536 | 617519 | US REIT ETF |
| ALPHABET INC | 1852 | 617346 | CAP STK CL C |
| SPDR S&P 500 ETF TR | 874 | 599730 | TR UNIT |
| MASTERCARD INCORPORATED | 1029 | 569572 | CL A |
| VANGUARD INDEX FDS | 1064 | 497282 | GROWTH ETF |
| SELECT SECTOR SPDR TR | 2377 | 402640 | STATE STREET IND |
| SPDR INDEX SHS FDS | 7457 | 366288 | PORTFOLIO EMG MK |
| VANECK ETF TRUST | 7552 | 358116 | INTRMDT MUNI ETF |
| SELECT SECTOR SPDR TR | 2236 | 348883 | STATE STREET HEA |
| ISHARES TR | 3217 | 346214 | NATIONAL MUN ETF |
| AUTOZONE INC | 89 | 331125 | COM |
| VANGUARD WORLD FD | 1635 | 315277 | COMM SRVC ETF |
| INVESCO EXCHANGE TRADED FD T | 1519 | 301613 | S&P500 EQL WGT |
| SELECT SECTOR SPDR TR | 2125 | 293505 | STATE STREET TEC |
| SELECT SECTOR SPDR TR | 6652 | 286568 | STATE STREET UTI |
| ISHARES TR | 2331 | 275058 | EAFE GRWTH ETF |
| FASTENAL CO | 5694 | 274906 | COM |
| JOHNSON & JOHNSON | 1082 | 253697 | COM |
| HOME DEPOT INC | 642 | 248582 | COM |
| ISHARES TR | 710 | 235713 | RUS 2000 GRW ETF |
| TJX COS INC NEW | 1433 | 220596 | COM |
| CHUBB LIMITED | 656 | 216119 | COM |
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