Clear Perspectives Financial Planning, LLC has disclosed 197 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2023-03-31. The current portfolio value is calculated to be $178.00 Mil. The turnover rate is 27%.
In Clear Perspectives Financial Planning, LLC's current portfolio as of 2023-03-31, the top 5 holdings are
Procter & Gamble Co (PG), Vanguard High Dividend Yield Indx ETF (VYM), Invesco S&P 500 Equal Weight ETF (RSP), Vanguard Value ETF (VTV), Vanguard S&P 500 ETF (VOO), not including call and put options.
Clear Perspectives Financial Planning, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Clear Perspectives Financial Planning, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Clear Perspectives Financial Planning, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Clear Perspectives Financial Planning, LLC.