HoldingsChannel.com
Clear Perspective Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS S&P 500 ETF SHS NEW (VOO) 49,669 +8,924 $13,368
     VOO49,669+8,924$13,368
SPDR SER TR SPDR PORT LARGE CAP ETF (SPLG) 312,998 +131,228 $10,811
     SPLG312,998+131,228$10,811
BERKSHIRE HATHAWAY INC DEL CL B NEW      $8,351
     BRK.B3,922-37,413$8,351
APPLE INC COM 22,104 -1,448 $4,375
     AAPL22,104-1,448$4,375
VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM TREAS INDEX FD (VGSH) 65,459 -11,567 $3,988
     VGSH65,459-11,567$3,988
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF (BND) 45,350 +5,349 $3,767
     BND45,350+5,349$3,767
ISHARES TR CORE S&P MID CAP ETF (IJH) 18,810 +292 $3,654
     IJH18,810+292$3,654
MICROSOFT CORP COM 25,601 -988 $3,429
     MSFT25,601-988$3,429
VANGUARD SCOTTSDALE FDS VANGUARD INTER TERM TREAS INDEX FD (VGIT) 51,940 +22,391 $3,426
     VGIT51,940+22,391$3,426
MASTERCARD INC CL A COM 12,210 -247 $3,230
     MA12,210-247$3,230
ALPHABET INC CAP STK CL C 2,516 +634 $2,720
     GOOG2,516+634$2,720
SANFILIPPO JOHN B & SON INC COM 13 +13 $2,697
     JBSS13+13$2,697
ISHARES TR CORE S&P SMALL CAP ETF (IJR) 34,173 -1,234 $2,675
     IJR34,173-1,234$2,675
VISA INC COM CL A 15,189 -517 $2,636
     V15,189-517$2,636
VANGUARD INDEX FDS VANGUARD GROWTH ETF (VUG) 15,140 -4,652 $2,474
     VUG15,140-4,652$2,474
VANGUARD INDEX FDS VANGUARD VALUE ETF (VTV) 22,241 -6,078 $2,467
     VTV22,241-6,078$2,467
AMAZON COM INC 1,292 -38 $2,447
     AMZN1,292-38$2,447
VANGUARD INDEX FDS VANGUARD SMALL CAP ETF (VB) 13,951 +1,771 $2,186
     VB13,951+1,771$2,186
JOHNSON & JOHNSON COM 14,103 -1,945 $1,964
     JNJ14,103-1,945$1,964
VANGUARD MUN BD FDS TAX EXEMPT BD INDEX FD ETF (VTEB) 34,650 +15,100 $1,839
     VTEB34,650+15,100$1,839
FACEBOOK INC CL A 8,785 -907 $1,696
     FB8,785-907$1,696
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF (SCHD) 31,731 +5,073 $1,684
     SCHD31,731+5,073$1,684
UNITED TECHNOLOGIES CORP COM 11,669 -5 $1,519
     UTX11,669-5$1,519
WELLS FARGO & CO NEW COM      $1,480
     WFC29,552-1,299$1,398
     WFC.PRL60+60$82
SPDR SER TR NUVEEN BLOOMBERG BARCLAYS MUN BD ETF (TFI) 29,250 UNCH $1,467
     TFI29,250UNCH$1,467
UNION PAC CORP COM 8,280 -287 $1,400
     UNP8,280-287$1,400
JP MORGAN CHASE & CO COM 12,397 -3,987 $1,386
     JPM12,397-3,987$1,386
INTEL CORP COM 27,193 -1,515 $1,302
     INTC27,193-1,515$1,302
BOOKING HLDGS INC COM 621 -66 $1,164
     BKNG621-66$1,164
CHEVRON CORP NEW COM 9,289 -96 $1,156
     CVX9,289-96$1,156
VERIZON COMMUNICATIONS INC COM 19,616 +431 $1,121
     VZ19,616+431$1,121
DISNEY WALT CO DISNEY COM 7,906 +52 $1,104
     DIS7,906+52$1,104
AMGEN INC COM 5,929 -233 $1,093
     AMGN5,929-233$1,093
PROCTER & GAMBLE CO COM 9,634 -400 $1,056
     PG9,634-400$1,056
PEPSICO INC COM 7,750 -127 $1,016
     PEP7,750-127$1,016
VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS (VXUS) 19,189 +9,400 $1,012
     VXUS19,189+9,400$1,012
ALPHABET INC CL A 907 +3 $982
     GOOGL907+3$982
AT&T INC COM 28,668 -688 $961
     T28,668-688$961
ENBRIDGE INC COM 26,284 +128 $948
     ENB26,284+128$948
SPDR S&P 500 ETF TR TR UNIT (SPY) 3,204 +52 $939
     SPY3,204+52$939
PAYPAL HLDGS INC COM 8,121 -173 $930
     PYPL8,121-173$930
VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS (VYM) 10,550 +3,600 $922
     VYM10,550+3,600$922
ORACLE CORP COM 15,443 +150 $880
     ORCL15,443+150$880
VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF (VIG) 7,644 +90 $880
     VIG7,644+90$880
COMCAST CORP CL A 20,229 -5,759 $855
     CMCSA20,229-5,759$855
SSGA ACTIVE TR SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF (STOT) 17,186 +3,577 $854
     STOT17,186+3,577$854
MCDONALDS CORP 4,092 UNCH $850
     MCD4,092UNCH$850
SHERWIN WILLIAMS CO COM 1,800 -100 $825
     SHW1,800-100$825
SPDR SER TR SPDR PORT SMALL CAP ETF (SPSM) 26,399 +9,134 $809
     SPSM26,399+9,134$809
NOVARTIS AG SPONSORED ADR 8,482 -266 $774
     NVS8,482-266$774

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 06/30/2019: $155,780
At 03/31/2019: $140,955

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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