account_balance
Investment manager · 13F filer · SEC CIK 2112984
Clear Retirement Advice LLC
Reported value$149Mas of Sep 30, 2026
Positions60 8 new, 2 sold out
Top 10 weight68.1%SCHO alone is 11%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHOSchwab Strategic Tr
11.1%Added +3%
SPDWSPDR Index SHS FDS
10.5%
ITOTiShares Tr
10.2%
TBLLInvesco Exch Traded Fd Tr II
8.9%Added +3%
IGSBiShares Tr
5.6%Added +7%
VBRVanguard Index FDS
5.3%
VBKVanguard Index FDS
4.3%Trimmed −2%
SGOLabrdn Gold ETF Trust
4.3%Added +10%
VWOVanguard Intl Equity Index F
4.2%
SPYVSPDR Series Trust
3.7%
VTIVanguard Index FDS
3.4%
SPYGSPDR Series Trust
3.1%
SCHOSchwab Strategic Tr
11.1%Added +3%
SPDWSPDR Index SHS FDS
10.5%
ITOTiShares Tr
10.2%
TBLLInvesco Exch Traded Fd Tr II
8.9%+3%
IGSBiShares Tr
5.6%
VBRVanguard Index FDS
5.3%
VBK4.3%
SGOL4.3%VWO4.2%
SPYV3.7%
VTI3.4%
SPYG3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHO Schwab Strategic Tr 11.1% Added +3%
SPDW SPDR Index SHS FDS 10.5% Held
ITOT iShares Tr 10.2% Held
TBLL Invesco Exch Traded Fd Tr II 8.9% Added +3%
IGSB iShares Tr 5.6% Added +7%
VBR Vanguard Index FDS 5.3% Held
VBK Vanguard Index FDS 4.3% Trimmed −2%
SGOL abrdn Gold ETF Trust 4.3% Added +10%VWO Vanguard Intl Equity Index F 4.2% Held
SPYV SPDR Series Trust 3.7% Held
VTI Vanguard Index FDS 3.4% Held
SPYG SPDR Series Trust 3.1% Held
What changed
Biggest moves since Jun 30, 2026
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