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Clear Perspective Advisors, LLC

Q3 2020 Holdings

Filed 2020-11-04 | 137 holdings | $598.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
AT&T Inc COM(T)COM00206R102$386.0K26,65264.5%
Cisco Systems Inc(CSCO)COM17275R102$36.6K13,2986.1%
Raytheon Technologies Corp COM(RTX)COM75513E101$13.8K6,9572.3%
Alphabet Inc Cap STK CL C(GOOG)CL C02079K107$13.0K2,0712.2%
Chevron Corp(CVX)COM166764100$12.4K8,4882.1%
Nvidia Corp COM(NVDA)COM67066G104$10.5K4,3981.8%
Visa Inc COM CL A(V)CL A92826C839$8.6K15,2631.4%
Vanguard Specialized Funds Vanguard Dividend Appreciation ETF(VIG)DIV APP ETF921908844$7.3K7,2841.2%
Slack Technologies Inc CL A COM(WORK)CL A83088V102$4.7K14,3670.8%
Nextera Energy Inc COM(NEE)COM65339F101$3.7K1,4870.6%
Facebook Inc CL A(META)CL A30303M102$3.3K8,4970.6%
Iqvia Hldgs Inc COM(IQV)COM46266C105$3.3K1,8980.6%
Zoom Video Communications Inc CL A(ZM)CL A98980L101$3.2K8090.5%
Accenture PLC Common Stock(ACN)SHS CLASS AG1151C101$3.1K3,0450.5%
Lululemon Athletica Inc COM(LULU)COM550021109$3.0K1,2140.5%
Tencent Hldgs LTD ADR Isin#us88032q1094(TCEHY)SPONSORED ADR88032Q109$3.0K4,2230.5%
Oracle Corp COM(ORCL)COM68389X105$2.8K12,7140.5%
Gilead Sciences Inc(GILD)COM375558103$2.4K6,4710.4%
Ishares TR Msci Eafe Index FD(EFA)MSCI EAFE ETF464287465$2.2K10,9020.4%
Square Inc CL A(XYZ)CL A852234103$2.2K2,8320.4%
Spdr SER TR Portfolio S&P 500 ETF(SPYM)PORTFOLIO S&P50078464A854$2.2K929,7210.4%
Enbridge Inc(ENB)COM29250N105$1.8K22,6880.3%
Ishares TR Inter Govt CR BD ETF(GVI)INTRM GOV CR ETF464288612$1.7K4,6380.3%
United Parcel SVC Inc CL B(UPS)CL B911312106$1.7K5,3770.3%
Pepsico Inc COM(PEP)COM713448108$1.7K6,2560.3%
Netflix Inc COM(NFLX)COM64110L106$1.6K6800.3%
Ford Motor Co del COM PAR(F)COM345370860$1.6K20,0440.3%
Bristol Myers Squibb Co(BMY)COM110122108$1.6K9,1960.3%
Okta Inc CL A(OKTA)CL A679295105$1.4K9830.2%
Caterpillar Inc COM(CAT)COM149123101$1.4K2,2420.2%
Wells Fargo & Co New COM(WFC)COM949746101$1.3K9,3260.2%
Disney Walt Co Disney COM(DIS)COM DISNEY254687106$1.3K9,9640.2%
Vanguard Index FDS Vanguard Total STK MKT ETF(VTI)TOTAL STK MKT922908769$1.2K3,6890.2%
Fastly Inc CL A(FSLY)CL A31188V100$1.2K18,4470.2%
Spdr Portfolio S&P 500 Value ETF(SPYV)PRTFLO S&P500 VL78464A508$1.2K6,7210.2%
Lowes COS Inc COM(LOW)COM548661107$1.1K7,2220.2%
Alphabet Inc CL A(GOOGL)CL A02079K305$1.1K7810.2%
Adobe SYS Inc COM(ADBE)COM00724F101$1.1K1,4620.2%
Ishares TR S&P Midcap 400 Growth ETF(IJK)S&P MC 400GR ETF464287606$1.1K1,1020.2%
Microsoft Corp COM(MSFT)COM594918104$1.1K22,4110.2%
Procter & Gamble Co COM(PG)COM742718109$1.0K7,2570.2%
RBB FD Inc Motley Fool 100 Index ETF(TMFC)MOTLEY FOL ETF74933W601$1.0K104,4530.2%
Ishares TR Core S&P 500 ETF(IVV)CORE S&P500 ETF464287200$1.0K9880.2%
Spdr Gold TR Gold SHS(GLD)GOLD SHS78463V107$9842,5880.2%
Paychex Inc COM(PAYX)COM704326107$9372,6230.2%
Paypal Holdings Inc(PYPL)COM70450Y103$8968,3120.1%
Ishares TR Core S&P Small-Cap ETF(IJR)CORE S&P SCP ETF464287804$87931,6030.1%
Sanofi Spons ADR Isin#us80105n1054(SNY)SPONSORED ADR80105N105$8676,8860.1%
Berkshire Hathaway Inc del CL B New(BRK/B)CL B NEW084670702$80434,1480.1%
JP Morgan Chase & Co COM Isin#us46625h1005(JPM)COM46625H100$77910,4630.1%
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