Institutional Fund
Clear Retirement Advice LLC
San Mateo, CACIK 21129842 filings on record
Portfolio Value
$127.37M
Q1 2026
Holdings
54
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-0.9%
from $128.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr11.4%
- Spdr Index Shs Fds10.1%
- Ishares Tr9.3%
- Invesco Exch Traded Fd Tr II9.3%
- Vanguard Index Fds5.6%
- Ishares Tr5.5%
- Other48.8%
Portfolio Holdings
54 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 598.1K | $14.52M | 11.4% | +9.4K | Added |
| 2 | Spdr Index Shs Fds | 281.3K | $12.84M | 10.1% | +1.6K | Added |
| 3 | Ishares Tr | 83.5K | $11.89M | 9.3% | +1.5K | Added |
| 4 | Invesco Exch Traded Fd Tr II | 112.6K | $11.88M | 9.3% | +645 | Added |
| 5 | Vanguard Index Fds | 32.7K | $7.11M | 5.6% | +275 | Added |
| 6 | Ishares Tr | 133.0K | $6.99M | 5.5% | +200 | Added |
| 7 | Vanguard Index Fds | 18.6K | $5.62M | 4.4% | −74 | Reduced |
| 8 | Etfs Gold Tr | 121.7K | $5.43M | 4.3% | +2.0K | Added |
| 9 | Vanguard Intl Equity Index F | 97.0K | $5.25M | 4.1% | −215 | Reduced |
| 10 | Spdr Series Trust | 79.9K | $4.52M | 3.6% | +2.6K | Added |
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