HoldingsChannel.com
Clear Perspective Advisors LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS S&P 500 ETF SHS NEW (VOO) 40,745 -1,753 $10,575
     VOO40,745-1,753$10,575
BERKSHIRE HATHAWAY INC DEL CL B NEW      $8,754
     BRK.B41,335-163$8,754
SPDR SER TR SPDR PORT LARGE CAP ETF (SPLG) 181,770 +142,108 $6,040
     SPLG181,770+142,108$6,040
APPLE INC COM 23,552 +4,499 $4,675
     AAPL23,552+4,499$4,675
VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM TREAS INDEX FD (VGSH) 77,026 +11,201 $4,654
     VGSH77,026+11,201$4,654
ISHARES TR CORE S&P MID CAP ETF (IJH) 18,518 -1,067 $3,507
     IJH18,518-1,067$3,507
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF (BND) 40,001 +10,650 $3,247
     BND40,001+10,650$3,247
MICROSOFT CORP COM 26,589 +5,605 $3,207
     MSFT26,589+5,605$3,207
VANGUARD INDEX FDS VANGUARD GROWTH ETF (VUG) 19,792 -1,613 $3,096
     VUG19,792-1,613$3,096
VANGUARD INDEX FDS VANGUARD VALUE ETF (VTV) 28,319 -2,861 $3,048
     VTV28,319-2,861$3,048
MASTERCARD INC CL A COM 12,457 -2,520 $2,990
     MA12,457-2,520$2,990
ISHARES TR CORE S&P SMALL CAP ETF (IJR) 35,407 -1,317 $2,732
     IJR35,407-1,317$2,732
VISA INC COM CL A 15,706 -2,495 $2,514
     V15,706-2,495$2,514
AMAZON COM INC 1,330 +617 $2,471
     AMZN1,330+617$2,471
ALPHABET INC CAP STK CL C 1,882 -357 $2,307
     GOOG1,882-357$2,307
JOHNSON & JOHNSON COM 16,048 +2,739 $2,216
     JNJ16,048+2,739$2,216
VANGUARD SCOTTSDALE FDS VANGUARD INTER TERM TREAS INDEX FD (VGIT) 29,549 +20,399 $1,905
     VGIT29,549+20,399$1,905
VANGUARD INDEX FDS VANGUARD SMALL CAP ETF (VB) 12,180 -3,139 $1,861
     VB12,180-3,139$1,861
JP MORGAN CHASE & CO COM 16,384 +7,340 $1,818
     JPM16,384+7,340$1,818
FACEBOOK INC CL A 9,692 +695 $1,734
     FB9,692+695$1,734
INTEL CORP COM 28,708 -150 $1,623
     INTC28,708-150$1,623
UNITED TECHNOLOGIES CORP COM 11,674 +69 $1,579
     UTX11,674+69$1,579
WELLS FARGO & CO NEW COM 30,851 -1,823 $1,472
     WFC30,851-1,823$1,472
SPDR SER TR NUVEEN BLOOMBERG BARCLAYS MUN BD ETF (TFI) 29,250 UNCH $1,441
     TFI29,250UNCH$1,441
UNION PAC CORP COM 8,567 +191 $1,438
     UNP8,567+191$1,438
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF (SCHD) 26,658 +3,136 $1,394
     SCHD26,658+3,136$1,394
BOOKING HLDGS INC COM 687 -87 $1,262
     BKNG687-87$1,262
AMGEN INC COM 6,162 -2,154 $1,159
     AMGN6,162-2,154$1,159
CHEVRON CORP NEW COM 9,385 +800 $1,138
     CVX9,385+800$1,138
VERIZON COMMUNICATIONS INC COM 19,185 -1,325 $1,129
     VZ19,185-1,325$1,129
ALPHABET INC CL A 904 -105 $1,113
     GOOGL904-105$1,113
COMCAST CORP CL A 25,988 +5,941 $1,086
     CMCSA25,988+5,941$1,086
PROCTER & GAMBLE CO COM 10,034 UNCH $1,067
     PG10,034UNCH$1,067
DISNEY WALT CO DISNEY COM 7,854 +1,961 $1,020
     DIS7,854+1,961$1,020
VANGUARD MUN BD FDS TAX EXEMPT BD INDEX FD ETF (VTEB) 19,550 +13,600 $1,020
     VTEB19,550+13,600$1,020
LOWES COS INC COM 8,425 -3,729 $980
     LOW8,425-3,729$980
ENBRIDGE INC COM 26,156 +621 $970
     ENB26,156+621$970
PEPSICO INC COM 7,877 -711 $965
     PEP7,877-711$965
AT&T INC COM 29,356 +3,175 $945
     T29,356+3,175$945
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF (VWO) 21,437 -3,980 $911
     VWO21,437-3,980$911
PAYPAL HLDGS INC COM 8,294 +698 $894
     PYPL8,294+698$894
SPDR S&P 500 ETF TR TR UNIT (SPY) 3,152 UNCH $890
     SPY3,152UNCH$890
ALTRIA GROUP INC COM 15,456 +900 $872
     MO15,456+900$872
SHERWIN WILLIAMS CO COM 1,900 UNCH $856
     SHW1,900UNCH$856
NVIDIA CORP COM 4,438 +885 $835
     NVDA4,438+885$835
UNITED PARCEL SVC INC CL B 7,323 UNCH $834
     UPS7,323UNCH$834
ORACLE CORP COM 15,293 -2,489 $833
     ORCL15,293-2,489$833
VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF (VIG) 7,554 UNCH $828
     VIG7,554UNCH$828
MCDONALDS CORP 4,092 UNCH $784
     MCD4,092UNCH$784
ISHARES TR MSCI EAFE ETF (EFA) 11,301 UNCH $733
     EFA11,301UNCH$733

See Full List: All Stocks Held By Clear Perspective Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Clear Perspective Advisors LLC

Size ($ in 1000's)
At 03/31/2019: $140,955
At 12/31/2018: $120,292

Clear Perspective Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clear Perspective Advisors LLC 13F filings. Link to 13F filings: SEC filings

Clear Perspective Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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