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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
35
0
1
0
1
0
26
4
1
CLEAR PERSPECTIVE ADVISORS LLC

Time Period2018-12-31

Total Holdings135

Total Value ($x1000)120,292
Activities
New10

Increased53

Unchanged27

Decreased45

Sold Out18

Top 10 Stock Holdingstotal 34.99%
VOO8.06

BRK.B7.04

VGSH3.29

IJH2.7

VTV2.54

 
AAPL2.5

VUG2.39

MA2.35

IJR2.12

V2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
8.06%
SHS
BRK.B
7.04%
CL B NEW
VGSH
3.29%
SHTRM GVT BD ETF
IJH
2.7%
CORE S&P MCP ETF
VTV
2.54%
VALUE ETF
AAPL
2.5%
COM
VUG
2.39%
GROWTH ETF
MA
2.35%
CL A
IJR
2.12%
CORE S&P SCP ETF
V
2%
COM CL A
BND
1.93%
TOTAL BND MRKT
GOOG
1.93%
CAP STK CL C
MSFT
1.77%
COM
VB
1.68%
SMALL CP ETF
JNJ
1.43%
COM
AMGN
1.35%
COM
WFC
1.25%
COM
TFI
1.17%
NUVN BRCLY MUNI
INTC
1.13%
COM
BKNG
1.11%
COM
UTX
1.03%
COM
FB
0.98%
CL A
ONEK
0.96%
RUSSELL 1000 ETF
UNP
0.96%
COM
VZ
0.96%
COM
LOW
0.93%
COM
SCHD
0.92%
US DIVIDEND EQ
AMZN
0.89%
COM
GOOGL
0.88%
CAP STK CL A
VDE
0.83%
ENERGY ETF
UL
0.82%
SPON ADR NEW
VWO
0.8%
FTSE EMR MKT ETF
PEP
0.79%
COM
CVX
0.78%
COM
PG
0.77%
COM
VEA
0.74%
FTSE DEV MKT ETF
JPM
0.73%
COM
ORCL
0.67%
COM
ENB
0.66%
COM
SPY
0.66%
TR UNIT
NVS
0.64%
SPONSORED ADR
SHW
0.62%
COM
T
0.62%
COM
GD
0.62%
COM
VIG
0.62%
DIV APP ETF
VO
0.61%
MID CAP ETF
MCD
0.6%
COM
MO
0.6%
COM
UPS
0.59%
CL B
RSCO
0.59%
SM CAP COMPLETE
KRE
0.58%
S&P REGL BKG
CMCSA
0.57%
CL A
EFA
0.55%
MSCI EAFE ETF
VHT
0.54%
HEALTH CAR ETF
DIS
0.54%
COM DISNEY
PFE
0.54%
COM
PYPL
0.53%
COM
SPYG
0.52%
S&P 500 GROWTH
ABBV
0.52%
COM
BLK
0.51%
COM
BK
0.51%
COM
MMM
0.49%
COM
OSBC
0.49%
COM
DVY
0.48%
SELECT DIVID ETF
VGIT
0.48%
INT-TERM GOV
GLD
0.47%
GOLD SHS
LLY
0.46%
COM
EBAY
0.46%
COM
GILD
0.45%
COM
VYM
0.45%
HIGH DIV YLD
XOM
0.45%
COM
ACN
0.43%
SHS CLASS A
IWF
0.42%
RUS 1000 GRW ETF
GVI
0.42%
INTRM GOV/CR ETF
BAC
0.41%
COM
NVDA
0.39%
COM
CVS
0.39%
COM
IAU
0.39%
ISHARES
SPYV
0.39%
S&P 500 VALUE
ABT
0.38%
COM
KMB
0.38%
COM
DWDP
0.37%
COM
CSCO
0.37%
COM
VTI
0.36%
TOTAL STK MKT
VXUS
0.35%
VG TL INTL STK F
USB
0.35%
COM NEW
PM
0.34%
COM
ORLY
0.33%
COM
PZA
0.32%
NATL AMT MUNI
IYH
0.32%
US HLTHCARE ETF
BMY
0.3%
COM
C
0.27%
COM NEW
NFLX
0.27%
COM
THRK
0.27%
RUSSELL 3000 ETF
NKE
0.26%
CL B
TWTR
0.26%
COM
COO
0.25%
COM NEW
VTEB
0.25%
TAX-EXEMPT BD
LMT
0.25%
COM
SNY
0.25%
SPONSORED ADR
GDX
0.25%
GOLD MINERS ETF
TME
0.24%
SPON ADS
AEP
0.24%
COM
BSV
0.24%
SHORT TRM BOND
EWU
0.24%
MSCI UK ETF NEW
FDC
0.23%
CL A
BAX
0.23%
COM
M
0.22%
COM
IWD
0.22%
RUS 1000 VAL ETF
IQV
0.22%
COM
TOT
0.21%
SPONSORED ADR
SLV
0.21%
ISHARES
DEO
0.21%
SPON ADR NEW
GIS
0.21%
COM
COP
0.21%
COM
XLV
0.21%
SBI HEALTHCARE
XLF
0.21%
SBI INT-FINL
GWL
0.2%
S&P WRLD EX US
AGG
0.2%
CORE TOTUSBD ETF
XLU
0.2%
SBI INT-UTILS
TEX
0.2%
COM
PIN
0.19%
INDIA ETF
MRK
0.19%
COM
OUSM
0.19%
OSHARES FTSE
KHC
0.18%
COM
EMTL
0.18%
SPDR DBLELN EMRG
PAYX
0.18%
COM
IVV
0.18%
CORE S&P500 ETF
MDLZ
0.18%
CL A
RHT
0.18%
COM
GS
0.18%
COM
MCHP
0.17%
COM
BIDU
0.17%
SPON ADR REP A
IJK
0.17%
S&P MC 400GR ETF
F
0.13%
PRN
AMJ
1.23%
ALERIAN ML ETN
VZ
0.73%
PRN
SBUX
0.67%
COM
REGN
0.6%
COM
CERN
0.36%
COM
NOW
0.33%
COM
F
0.28%
COM PAR $0.01
CMP
0.27%
COM
ATVI
0.26%
COM
AGN
0.18%
SHS
IP
0.16%
COM
APC
0.16%
COM
NSC
0.16%
COM
EWJ
0.15%
MSCI JPN ETF NEW
MET
0.15%
COM
DANAHER ...
0.12%
DBCV 1/2
GE
< 0.01%
COM
LOCATION...
< 0.01%
COM