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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS | DIV APP ETF | 51 | $1,167,000 | 6,792 | 0.35 | 0.37 | -165 | -2.37 | 12-31-2021 |
| PEPSICO INC | COM | 52 | $1,166,000 | 6,710 | 0.35 | 0.35 | -164 | -2.39 | 12-31-2021 |
| PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF | ENHAN SHRT MA AC | 53 | $1,163,000 | 11,454 | 0.35 | 0.42 | -650 | -5.37 | 12-31-2021 |
| LILLY ELI & CO | COM | 54 | $1,163,000 | 4,211 | 0.35 | 0.34 | -50 | -1.17 | 12-31-2021 |
