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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
Lowes COS Inc COM(LOW)COM548661107$9808,4250.2%
Vanguard MUN BD FDS Tax-Exempt BD Index FD ETF(VTEB)TAX EXEMPT BD922907746$1.0K19,5500.2%
Disney Walt Co Disney COM(DIS)COM254687106$1.0K7,8540.2%
Procter & Gamble Co COM(PG)COM742718109$1.1K10,0340.2%
Comcast Corp CL A(CMCSA)CL A20030N101$1.1K25,9880.2%
Alphabet Inc CL A(GOOGL)CL A02079K305$1.1K9040.2%
Verizon Communications Inc COM(VZ)COM92343V104$1.1K19,1850.2%
Chevron Corp New COM(CVX)COM166764100$1.1K9,3850.2%
Amgen Inc COM(AMGN)COM031162100$1.2K6,1620.2%
Booking Hldgs Inc COM(BKNG)COM09857L108$1.3K6870.2%
Schwab Strategic TR US Dividend Equity ETF(SCHD)US DIVIDEND EQ808524797$1.4K26,6580.3%
Union PAC Corp COM(UNP)COM907818108$1.4K8,5670.3%
Spdr SER TR Nuveen Bloomberg Barclays MUN BD ETF(TFI)NUVEEN BRC MUNIC78468R721$1.4K29,2500.3%
Wells Fargo & Co New COM(WFC)COM949746101$1.5K30,8510.3%
United Technologies Corp COM(UTXZ)COM913017109$1.6K11,6740.3%
Intel Corp COM(INTC)COM458140100$1.6K28,7080.3%
Facebook Inc CL A(META)CL A30303M102$1.7K9,6920.3%
JP Morgan Chase & Co COM Isin#us46625h1005(JPM)COM46625H100$1.8K16,3840.3%
Vanguard Index FDS Vanguard Small-Cap ETF(VB)REIT ETF922908751$1.9K12,1800.4%
Vanguard Scottsdale FDS Vanguard Inter-Term Treas Index FD(VGIT)TT WRLD ST ETF92206C706$1.9K29,5490.4%
Johnson & Johnson COM(JNJ)COM478160104$2.2K16,0480.4%
Alphabet Inc Cap STK CL C(GOOG)CL C02079K107$2.3K1,8820.4%
Amazon COM Inc(AMZN)COM023135106$2.5K1,3300.5%
Visa Inc COM CL A(V)CL A92826C839$2.5K15,7060.5%
Ishares TR Core S&P Small-Cap ETF(IJR)CORE S&P SCP ETF464287804$2.7K35,4070.5%
Mastercard Inc CL A COM(MA)CL A57636Q104$3.0K12,4570.6%
Vanguard Index FDS Vanguard Value ETF(VTV)TOTAL STK MKT922908744$3.0K28,3190.6%
Vanguard Index FDS Vanguard Growth ETF(VUG)GROWTH ETF922908736$3.1K19,7920.6%
Microsoft Corp COM(MSFT)COM594918104$3.2K26,5890.6%
Vanguard BD Index FDS Vanguard Total BD Market ETF(BND)TOTAL BND MRKT921937835$3.2K40,0010.6%
Ishares TR Core S&P Mid-Cap ETF(IJH)CORE S&P MCP ETF464287507$3.5K18,5180.7%
Vanguard Scottsdale FDS Vanguard Short Term Treas Index FD(VGSH)INT-TERM GOV92206C102$4.7K77,0260.9%
Apple Inc COM(AAPL)COM037833100$4.7K23,5520.9%
Spdr SER TR Spdr Port Large Cap ETF(SPYM)PORTFOLIO LR ETF78464A854$6.0K181,7701.2%
Berkshire Hathaway Inc del CL B New(BRK/B)CL B NEW084670702$8.8K41,3351.7%
Vanguard Index FDS S&P 500 ETF SHS New(VOO)S&P 500 ETF SHS922908363$10.6K40,7452.0%
Abbvie Inc COM(ABBV)COM00287Y109$383.0K4,77073.2%
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