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Clear Perspective Advisors, LLC

Q1 2019 Holdings

Filed 2019-05-08 | 137 holdings | $523.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Unitedhealth Group Inc COM(UNH)COM91324P102$4432,0050.1%
Spdr Gold TR Gold SHS(GLD)GOLD SHS78463V107$4513,6930.1%
US Bancorp del COM(USB)COM902973304$4589,1000.1%
Spdr Portfolio S&P 500 Value ETF(SPYV)PRTFLO S&P500 VL78464A508$45915,1470.1%
Nike Inc CL B(NKE)CL B654106103$4605,2400.1%
Spdr Portfolio Mid Cap ETF Completeness ETF(SPMD)PORTFOLIO MD ETF78464A847$46613,9670.1%
Ishares Gold TR Ishares(IAUUSD)ISHARES464285105$47238,1370.1%
Abbott Labs COM(ABT)COM002824100$4886,3750.1%
Vanguard World FDS Vanguard Energy ETF(VDE)ENERGY ETF92204A306$4905,4850.1%
Old Second Bancorp Inc del COM(OSBC)COM680277100$49536,6890.1%
CVS Health Corp COM(CVS)COM126650100$5069,3860.1%
Vanguard Total Intl Stock Index FD ETF SHS(VXUS)DIV APP ETF921909768$5089,7890.1%
Ishares Intermediate Government(GVI)INTRM GOV CR ETF464288612$5114,6380.1%
Spdr SER TR S&P 500 Growth ETF(SPYG)PRTFLO S&P500 GW78464A409$52013,9770.1%
Spdr SER TR Spdr Port Small Cap ETF(SPSM)PORTFOLIO SM ETF78468R853$52217,2650.1%
Philip Morris Intl Inc COM(PM)COM718172109$5366,2140.1%
Ishares TR Russell 1000 Growth ETF(IWF)RUS 1000 GRW ETF464287614$5463,6070.1%
Lilly ELI & Co COM(LLY)COM532457108$5814,8330.1%
Bank of New York Mellon Corp COM(BK)COM064058100$58210,9130.1%
Vanguard Whitehall FDS High Dividend Yield ETF SHS(VYM)HIGH DIV YLD921946406$5956,9500.1%
Pfizer Inc COM(PFE)COM717081103$61314,9920.1%
Netflix Inc COM(NFLX)COM64110L106$6171,7170.1%
Bank of America Corporation COM(BAC)COM060505104$63021,0730.1%
General Dynamics Corp COM(GD)COM369550108$6333,6460.1%
Ishares TR Select Divid ETF FD(DVY)SELECT DIVID ETF464287168$6406,5180.1%
Accenture PLC Ireland Class SHS Isin#ie00b4bnmy34(ACN)SHSG1151C101$6433,5940.1%
Unilever PLC Spon ADR New Isin#us9047677045SPON ADR NEW904767704$64411,2340.1%
Exxon Mobil Corp COM(XOM)COM30231G102$6598,1120.1%
Vanguard Index FDS Vanguard Mid-Cap ETF(VO)MID CAP ETF922908629$6614,1100.1%
SSgA Active TR Spdr Doubleline Short Duration Total Return Tactical ETF(STOT)SPDR DBLELN EMRG78470P200$67013,6090.1%
Vanguard Tax-Managed Intl FD Ftse Developed Mkts ETF(VEA)VGTLINTLSTKF921943858$67816,5960.1%
Gilead Sciences Inc(GILD)COM375558103$68010,5370.1%
Cisco Systems Inc(CSCO)COM17275R102$69312,2730.1%
Novartis AG Sponsored ADR(NVSN)SPON ADR66987V109$7018,7480.1%
Spdr SER TR S&P Regl BKG ETF(KRE)S&P REGL BKG78464A698$71013,8340.1%
BlackRock Inc COM(BLKCHF)COM09247X101$7101,5270.1%
Ishares TR Msci Eafe ETF(EFA)MSCI EAFE ETF464287465$73311,3010.1%
Mcdonalds Corp(MCD)COM COM580135101$7844,0920.1%
Vanguard Specialized Funds Vanguard Dividend Appreciation ETF(VIG)SHTRM GVT BD ETF921908844$8287,5540.2%
Oracle Corp COM(ORCL)COM68389X105$83315,2930.2%
United Parcel SVC Inc CL B(UPS)CL B911312106$8347,3230.2%
Nvidia Corp COM(NVDA)COM67066G104$8354,4380.2%
Sherwin Williams Co COM(SHW)COM824348106$8561,9000.2%
Altria Group Inc COM(MO)COM02209S103$87215,4560.2%
Spdr S&P 500 ETF TR TR Unit(SPY)TR UNIT78462F103$8903,1520.2%
Paypal Hldgs Inc COM(PYPL)COM70450Y103$8948,2940.2%
Vanguard Intl Equity Index FDS Ftse Emerging Mkts ETF(VWO)FTSE SMCAP ETF922042858$91121,4370.2%
AT&T Inc COM(T)COM00206R102$94529,3560.2%
Pepsico Inc COM(PEP)COM713448108$9657,8770.2%
Enbridge Inc COM Isin#ca29250n1050(ENB)COM29250N105$97026,1560.2%
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