IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Clear Perspectives Financial Planning, LLC

Q1 2023 Holdings

Filed 2023-05-11 | 197 holdings | $178.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
ELI Lilly and Company COM(LLY)COM532457108$27.5K800.0%
Humana Inc COM(HUM)COM444859102$27.7K570.0%
Spdr Gold Trust Gold SHS ETF(GLD)GOLD SHS ETF78463V107$28.4K1550.0%
Mcdonald's Corporation COM(MCD)COM580135101$28.5K1020.0%
Monster Beverage Corp COM(MNST)COM61174X109$29.2K5400.0%
Duke Energy Corp COM(DUK)COM26441C204$30.5K3160.0%
Invesco Exchange Traded FD TR HIG YLD EQ DIV ETF(PEY)HIG YLD EQ DIV ETF46137V563$31.3K1,5700.0%
Liberty Broadband Corp COM(LBRDK)COM530307305$31.5K3850.0%
Schwab Strategic TR Intl Eqty ETF(SCHF)INTL EQTY ETF808524805$32.0K9200.0%
Vanguard Ftse EMR MKT ETF(VWO)FTSE EMR MKT ETF922042858$32.3K8000.0%
Spdr Series Trust Portfolio S&P 500 ETF(SPYM)PORTFOLIO S&P 500 ETF78464A854$32.5K6750.0%
Darden Restaurants Inc COM(DRI)COM237194105$34.1K2200.0%
Ishares Trust Core S&P SCP ETF(IJR)CORE S&P SCP ETF464287804$35.2K3640.0%
Fidelity Covington Trust Msci Hlth Care I ETF(FHLC)MSCI HLTH CARE I ETF316092600$36.9K6000.0%
Conocophillips COM(COP)COM20825C104$37.1K3740.0%
Koninklijke Ahold Delhaize NV COM(AD)COMN0074E105$37.3K1,0960.0%
Amgen Inc COM(AMGN)COM031162100$40.6K1680.0%
Ishares Trust Global Energ ETF(IXC)GLOBAL ENERG ETF464287341$41.5K1,1000.0%
Smucker (JM) Co COM(SJM)COM832696405$41.7K2650.0%
Fifth Third Bancorp COM(FITB)COM316773100$42.0K1,5770.0%
Select Sector Spdr Trust SBI Healthcare ETF(XLV)SBI HEALTHCARE ETF81369Y209$42.1K3250.0%
Starbucks Corp COM(SBUX)COM855244109$43.1K4140.0%
Booking Holdings Inc COM(BKNG)COM09857L108$45.1K170.0%
Kroger Co COM(KR)COM501044101$47.9K9700.0%
Ishares Trust S&P 500 VAL ETF(IVE)S&P 500 VAL ETF464287408$51.0K3360.0%
Intel Corp COM(INTC)COM458140100$51.2K1,5680.0%
Alphabet Inc COM CL C(GOOG)COM CL C02079K107$52.0K5000.0%
YUM Brands Inc COM(YUM)COM988498101$52.0K3940.0%
Mastercard Incorporated COM CL A(MA)COM CL A57636Q104$54.5K1500.0%
Public Service Enterprise GRP COM(PEG)COM744573106$55.4K8870.0%
Schwab Strategic TR US Lcap GR ETF(SCHG)US LCAP GR ETF808524300$58.7K9000.0%
Schwab Strategic TR US Lcap VA ETF(SCHV)US LCAP VA ETF808524409$59.0K9000.0%
Spdr Series Trust Prtflo S&p500 GW ETF(SPYG)PRTFLO S&P500 GW ETF78464A409$60.9K1,1000.0%
Berkshire Hathaway Inc COM CL B(BRK/B)COM CL B084670702$61.8K2000.0%
Alphabet Inc COM CL A(GOOGL)COM CL A02079K305$62.2K6000.0%
Ishares Trust Aggres Alloc ETF(AOA)AGGRES ALLOC ETF464289859$68.2K1,0730.0%
Amazon COM Inc COM(AMZN)COM023135106$72.3K7000.0%
Select Sector Spdr Trust SBI Int-Inds ETF(XLI)SBI INT-INDS ETF81369Y704$72.3K7150.0%
Cincinnati Financial Corp COM(CINF)COM172062101$73.4K6550.0%
Chevron Corporation COM(CVX)COM166764100$74.6K4570.0%
Vanguard Mcap VL Idxvip ETF(VOE)MCAP VL IDXVIP ETF922908512$75.1K5600.0%
Global X FDS US Infr DEV ETF(PAVE)US INFR DEV ETF37954Y673$82.9K2,9250.0%
Merck & Co Inc COM(MRK)COM58933Y105$86.5K8130.0%
Vanguard Utilities ETF(VPU)UTILITIES ETF92204A876$88.5K6000.0%
Otis Worldwide Corp COM(OTIS)COM68902V107$103.9K1,2310.1%
Carrier Global Corporation COM(CARR)COM14448C104$111.7K2,4420.1%
Select Sector Spdr Trust Energy ETF(XLE)ENERGY ETF81369Y506$117.6K1,4200.1%
Johnson & Johnson COM(JNJ)COM478160104$131.8K8500.1%
Vanguard Mid Cap ETF(VO)MID CAP ETF922908629$133.1K6310.1%
Pepsico Inc COM(PEP)COM713448108$134.5K7380.1%
PreviousPage 3 of 4Next