Clear Point Advisors Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD SPECIALIZED FUNDS | $1.31M | 1.0% |
| FIRST TR EXCHANGE-TRADED FD | $1.31M | 1.0% |
| VANGUARD INDEX FDS | $1.35M | 1.0% |
| SPDR SERIES TRUST | $1.37M | 1.1% |
| CAPITAL GRP FIXED INCM ETF T | $1.47M | 1.1% |
| FIRST TR EXCHANGE-TRADED FD | $1.55M | 1.2% |
| First Trust Exchange-Traded Fund VIII | $1.57M | 1.2% |
| J P MORGAN EXCHANGE TRADED F | $1.65M | 1.3% |
| AMERICAN CENTY ETF TR | $1.71M | 1.3% |
| VANGUARD SCOTTSDALE FDS | $1.75M | 1.4% |
| SCHWAB STRATEGIC TR | $2.14M | 1.7% |
| J P MORGAN EXCHANGE TRADED F | $2.21M | 1.7% |
| CAPITAL GROUP DIVIDEND VALUE | $2.82M | 2.2% |
| PIMCO ETF TR | $2.97M | 2.3% |
| SPDR S&P MIDCAP 400 ETF TR | $3.56M | 2.8% |
| Apple Inc. | $3.57M | 2.8% |
| INNOVATOR ETFS TRUST | $3.59M | 2.8% |
| GRANITESHARES GOLD TR | $3.87M | 3.0% |
| SCHWAB STRATEGIC TR | $4.70M | 3.7% |
| DOUBLELINE ETF TRUST | $4.72M | 3.7% |
| SPDR S&P 500 ETF TR | $4.82M | 3.7% |
| INVESCO QQQ TR | $5.46M | 4.2% |
| SCHWAB STRATEGIC TR | $11.91M | 9.2% |