Clear Retirement Advice LLC - Portfolio overview

Clear Retirement Advice LLC has 54 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHO - SCHWAB STRATEGIC TR, 11.40%
2. SPDW - SPDR INDEX SHS FDS, 10.08%
3. ITOT - ISHARES TR, 9.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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