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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
44
1
5
1
1
0
38
7
3
CLEAR PERSPECTIVE ADVISORS LLC

Time Period2019-06-30

Total Holdings189

Total Value ($x1000)155,780
Activities
New58

Increased38

Unchanged22

Decreased71

Sold Out6

Top 10 Stock Holdingstotal 37.49%
VOO8.58

ONEK6.94

BRK.B5.36

AAPL2.81

VGSH2.56

 
BND2.42

IJH2.35

MSFT2.2

VGIT2.2

MA2.07

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
8.58%
SHS
ONEK
6.94%
RUSSELL 1000 ETF
BRK.B
5.36%
CL B NEW
AAPL
2.81%
COM
VGSH
2.56%
SHTRM GVT BD ETF
BND
2.42%
TOTAL BND MRKT
IJH
2.35%
CORE S&P MCP ETF
MSFT
2.2%
COM
VGIT
2.2%
INT-TERM GOV
MA
2.07%
CL A
GOOG
1.75%
CAP STK CL C
JBSS
1.73%
COM
IJR
1.72%
CORE S&P SCP ETF
V
1.69%
COM CL A
VUG
1.59%
GROWTH ETF
VTV
1.58%
VALUE ETF
AMZN
1.57%
COM
VB
1.4%
SMALL CP ETF
JNJ
1.26%
COM
VTEB
1.18%
TAX-EXEMPT BD
FB
1.09%
CL A
SCHD
1.08%
US DIVIDEND EQ
UTX
0.98%
COM
TFI
0.94%
NUVN BRCLY MUNI
UNP
0.9%
COM
WFC
0.9%
COM
JPM
0.89%
COM
INTC
0.84%
COM
BKNG
0.75%
COM
CVX
0.74%
COM
VZ
0.72%
COM
DIS
0.71%
COM DISNEY
AMGN
0.7%
COM
PG
0.68%
COM
PEP
0.65%
COM
VXUS
0.65%
VG TL INTL STK F
GOOGL
0.63%
CAP STK CL A
T
0.62%
COM
ENB
0.61%
COM
SPY
0.6%
TR UNIT
PYPL
0.6%
COM
VYM
0.59%
HIGH DIV YLD
VIG
0.56%
DIV APP ETF
ORCL
0.56%
COM
CMCSA
0.55%
PRN
STOT
0.55%
SPDR DBLELN SHRT
MCD
0.55%
COM
SHW
0.53%
COM
TWOK
0.52%
SPDR RUSSEL 2000
NVS
0.5%
SPONSORED ADR
UPS
0.49%
CL B
LOW
0.48%
COM
EFA
0.48%
MSCI EAFE ETF
NVDA
0.47%
COM
MO
0.45%
COM
KRE
0.44%
S&P REGL BKG
VWO
0.44%
FTSE EMR MKT ETF
BLK
0.43%
COM
VEA
0.43%
FTSE DEV MKT ETF
CSCO
0.43%
COM
ACN
0.43%
SHS CLASS A
GD
0.42%
COM
DVY
0.41%
SELECT DIVID ETF
UL
0.41%
SPON ADR NEW
NFLX
0.4%
COM
XOM
0.4%
COM
VO
0.35%
MID CAP ETF
PFE
0.35%
COM
IWF
0.35%
RUS 1000 GRW ETF
BAC
0.35%
COM
ABT
0.35%
COM
SPYG
0.34%
S&P 500 GROWTH
GVI
0.33%
INTRM GOV/CR ETF
IAU
0.33%
ISHARES
SPYV
0.33%
S&P 500 VALUE
GILD
0.32%
COM
LLY
0.32%
COM
BK
0.31%
COM
GLD
0.31%
GOLD SHS
MMM
0.31%
COM
USB
0.31%
COM NEW
BA
0.3%
COM
RSCO
0.3%
SM CAP COMPLETE
OSBC
0.3%
COM
PM
0.29%
COM
NKE
0.29%
CL B
ABBV
0.29%
COM
VDE
0.28%
ENERGY ETF
UNH
0.27%
COM
TEX
0.26%
COM
IYH
0.26%
US HLTHCARE ETF
PZA
0.26%
NATL AMT MUNI
ORLY
0.26%
COM
FDC
0.25%
CL A
VTI
0.25%
TOTAL STK MKT
C
0.23%
COM NEW
GDX
0.23%
GOLD MINERS ETF
GWL
0.23%
S&P WRLD EX US
LMT
0.22%
COM
BAX
0.22%
COM
COST
0.22%
COM
CVS
0.21%
COM
AXP
0.21%
COM
TWTR
0.21%
COM
TENCENT ...
0.21%
ADR
EWU
0.2%
MSCI UK ETF NEW
SNY
0.2%
SPONSORED ADR
BMY
0.19%
COM
IVV
0.19%
CORE S&P500 ETF
TOT
0.18%
SPONSORED ADR
IWD
0.18%
RUS 1000 VAL ETF
XLU
0.17%
SBI INT-UTILS
NEE
0.17%
COM
GIS
0.17%
COM
MDLZ
0.17%
CL A
IQV
0.17%
COM
ADBE
0.17%
COM
AGG
0.16%
CORE TOTUSBD ETF
SLV
0.16%
ISHARES
IJK
0.16%
S&P MC 400GR ETF
XLV
0.16%
SBI HEALTHCARE
MCHP
0.16%
COM
CRM
0.16%
COM
MRK
0.16%
COM
MUB
0.16%
NAT AMT FREE BD
COP
0.16%
COM
KMB
0.16%
COM
WM
0.15%
COM
HD
0.15%
COM
BIDU
0.15%
SPON ADR REP A
PAYX
0.15%
COM
APC
0.15%
COM
NOW
0.14%
COM
MELI
0.14%
COM
TGT
0.14%
COM
XLF
0.14%
SBI INT-FINL
AEP
0.14%
COM
RHT
0.14%
COM
DD
0.13%
COM
SCHW
0.13%
COM
F
0.12%
COM PAR $0.01
GMM
0.05%
EMERG MKTS ETF
AVP
0.05%
COM
ATVI
0.05%
COM
TFX
0.05%
COM
WFC/PL
0.05%
PERP PFD CNV A
CTVA
0.05%
COM
JAZZ
0.05%
SHS USD
BGS
0.05%
COM
ZS
0.05%
COM
SOXX
0.05%
PHLX SEMICND ETF
WORK
0.05%
COM CL A
SMMU
0.05%
SHTRM MUN BOND
PIN
0.05%
INDIA ETF
LEA
0.05%
COM NEW
MDT
0.05%
SHS
BIIB
0.05%
COM
IWR
0.05%
RUS MID-CAP ETF
HCN
0.05%
COM
CMP
0.05%
COM
WEST SUB...
0.05%
COM
SHM
0.05%
NUVN BR SHT MUNI
TSM
0.05%
SPONSORED ADR
KMI
0.05%
COM
VMW
0.05%
CL A COM
WMT
0.04%
COM
CP
0.04%
COM
JNK
0.04%
BLOOMBERG BRCLYS
OLED
0.04%
COM
KHC
0.04%
COM
ROK
0.04%
COM
CDW
0.04%
COM
LUV
0.04%
COM
BIV
0.04%
INTERMED TERM
IYW
0.04%
U.S. TECH ETF
IEFA
0.04%
CORE MSCI EAFE
FITB
0.04%
COM
ALGT
0.04%
COM
MDYV
0.04%
S&P 400 MDCP VAL
BP
0.04%
SPONSORED ADR
ILMN
0.04%
COM
GAB
0.03%
COM
XEL
0.03%
COM
IXN
0.03%
GLOBAL TECH ETF
IVE
0.03%
S&P 500 VAL ETF
VSS
0.03%
FTSE SMCAP ETF
FDN
0.03%
DJ INTERNT IDX
DOCU
0.03%
COM
VTR
0.03%
COM
CMCSA
0.77%
CL A
DWDP
0.25%
COM
EWU
0.23%
PRN
GS
0.2%
COM
NSC
0.16%
COM
M
0.16%
COM