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Clear Perspective Advisors, LLC

Q4 2019 Holdings

Filed 2020-02-10 | 134 holdings | $2.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
United Technologies Corp COM(UTXZ)COM913017109$1.3K8,5200.1%
Disney Walt Co Disney COM(DIS)COM254687106$1.4K9,3320.1%
Wells Fargo & Co New COM(WFC)COM949746101$1.4K26,5020.1%
Amgen Inc COM(AMGN)COM031162100$1.4K6,0000.1%
Union PAC Corp COM(UNP)COM907818108$1.5K8,1100.1%
Spdr SER TR Nuveen Bloomberg Barclays MUN BD ETF(TFI)NUVEEN BRC MUNIC78468R721$1.5K29,2500.1%
Intel Corp COM(INTC)COM458140100$1.6K26,1680.1%
Facebook Inc CL A(META)CL A30303M102$1.7K$8,3330.1%
JP Morgan Chase & Co COM Isin#us46625h1005(JPM)COM46625H100$1.8K12,6530.1%
Johnson & Johnson COM(JNJ)COM478160104$2.0K13,7070.1%
Vanguard Index FDS Vanguard Small-Cap ETF(VB)REIT ETF922908751$2.1K12,8410.1%
Vanguard MUN BD FDS Tax-Exempt BD Index FD ETF(VTEB)TAX EXEMPT BD922907746$2.1K39,8500.1%
Amazon COM Inc(AMZN)COM023135106$2.4K1,3160.1%
Vanguard Index FDS Vanguard Value ETF(VTV)TOTAL STK MKT922908744$2.6K22,0510.1%
Vanguard Index FDS Vanguard Growth ETF(VUG)GROWTH ETF922908736$2.8K15,3600.1%
Visa Inc COM CL A(V)CL A92826C839$2.8K14,9660.1%
Ishares TR Core S&P Small-Cap ETF(IJR)CORE S&P SCP ETF464287804$2.9K34,2660.1%
Vanguard BD Index FDS Vanguard Total BD Market ETF(BND)TOTAL BND MRKT921937835$2.9K34,7060.1%
Mastercard Inc CL A COM(MA)CL A57636Q104$3.1K10,3810.1%
Alphabet Inc Cap STK CL C(GOOG)CL C02079K107$3.2K2,3650.1%
Vanguard Scottsdale FDS Vanguard Inter-Term Treas Index FD(VGIT)TT WRLD ST ETF92206C706$3.2K49,0610.1%
Vanguard Scottsdale FDS Vanguard Short Term Treas Index FD(VGSH)INT-TERM GOV92206C102$3.6K59,7530.1%
Schwab Strategic TR US Dividend Equity ETF(SCHD)US DIVIDEND EQ808524797$3.7K63,8850.1%
Microsoft Corp COM(MSFT)COM594918104$3.9K25,0410.2%
Ishares TR Core S&P Mid-Cap ETF(IJH)CORE S&P MCP ETF464287507$4.1K19,9090.2%
Apple Inc COM(AAPL)COM037833100$6.1K20,8640.2%
Berkshire Hathaway Inc del CL B New(BRK/B)CL B NEW084670702$8.4K37,1290.3%
Spdr SER TR Spdr Port Large Cap ETF(SPYM)PORTFOLIO LR ETF78464A854$14.6K386,7140.6%
Vanguard Index FDS S&P 500 ETF SHS New(VOO)S&P 500 ETF SHS922908363$14.6K49,4480.6%
Adobe SYS Inc COM(ADBE)COM00724F101$288.0K87411.6%
Costco Wholesale Corp New COM(COST)COM22160K105$364.0K1,24014.7%
Boeing Co COM(BA)COM097023105$507.0K1,55720.5%
Abbvie Inc COM(ABBV)COM00287Y109$521.0K5,88621.0%
Cisco Systems Inc(CSCO)COM17275R102$636.0K13,25825.7%
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