Institutions / Clear Retirement Advice LLC
Clear Retirement Advice LLC
CIK 2112984 · Institution · as of Dec 31, 2025
Portfolio value
$128.55M
Positions
53
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 53 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $14.35M | 11.2% |
| SPDR Index Shs Fds | $13.27M | 10.3% |
| iShares MSCI UAE ETF | $12.29M | 9.6% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $11.82M | 9.2% |
| Vanguard Index Fds | $7.41M | 5.8% |
| iShares Tr | $7.02M | 5.5% |
| Vanguard Index Fds | $5.78M | 4.5% |
| Etfs Gold Tr | $5.63M | 4.4% |
| Vanguard Intl Equity Index F | $5.49M | 4.3% |
| Vanguard Index Fds | $4.56M | 3.5% |
| SPDR Series Trust | $4.54M | 3.5% |
| SPDR Series Trust | $3.78M | 2.9% |
| Vanguard Tax-Managed Fds | $2.87M | 2.2% |
| Vanguard Scottsdale Fds | $2.59M | 2.0% |
| iShares Gold Tr | $2.57M | 2.0% |
| Schwab Strategic Tr | $2.33M | 1.8% |
| Schwab Strategic Tr | $1.93M | 1.5% |
| Schwab Strategic Tr | $1.89M | 1.5% |
| iShares Inc | $1.89M | 1.5% |
| SPDR Series Trust | $1.11M | 0.9% |
| Schwab Strategic Tr | $888.3K | 0.7% |
| Apple Inc. | $870.1K | 0.7% |
| SPDR Series Trust | $822.4K | 0.6% |
| Vanguard World Fd | $811.2K | 0.6% |
| Vanguard Index Fds | $784.1K | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.