Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAR PERSPECTIVE ADVISORS LLC | 02-17-2022 | 12-31-2021 | 181 | 329,453,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR PORTFOLIO S&P 500 ETF | PORTFOLIO S&P500 | 1 | $56,461,000 | 1,011,305 | 17.14 | 14.47 | 173,246 | 20.67 | 12-31-2021 |
| SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF | US DIVIDEND EQ | 2 | $23,935,000 | 296,111 | 7.27 | 7.40 | 4,882 | 1.68 | 12-31-2021 |
| FIRST TR LOW DURATION OPPORTUNITIES ETF | FST LOW OPPT EFT | 3 | $19,629,000 | 392,649 | 5.96 | 7.37 | -33,081 | -7.77 | 12-31-2021 |
| VANGUARD INDEX FDS S&P 500 ETF SHS NEW | SHS NEW | 4 | $14,215,000 | 32,562 | 4.31 | 4.48 | -648 | -1.95 | 12-31-2021 |
