Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAR PERSPECTIVES FINANCIAL PLANNING LLC | 05-11-2023 | 03-31-2023 | 197 | 178,367,061 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER & GAMBLE CO COM | COM | 1 | $17,812,319 | 119,795 | 0.01 | 0.01 | 11,422 | 10.54 | 03-31-2023 |
| VANGUARD HIGH DIV YLD ETF | HIGH DIV YLD ETF | 2 | $17,635,416 | 167,160 | 0.01 | 0.01 | -43,381 | -20.60 | 03-31-2023 |
| INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF | S&P500 EQL WGT ETF | 3 | $14,613,864 | 101,050 | 0.01 | 0.01 | -930 | -0.91 | 03-31-2023 |
| VANGUARD VALUE ETF | VALUE ETF | 4 | $14,385,823 | 104,162 | 0.01 | 0.01 | -6,447 | -5.83 | 03-31-2023 |
