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CRA

Clear Retirement Advice Portfolio holdings

AUM $146M
This Fund
S&P 500
This Quarter Est. Return
+8.46%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
+$18.7M
Cap. Flow
+$8.58M
Cap. Flow %
5.87%
Top 10 Hldgs %
68.75%
Holding
54
New
–
Increased
14
Reduced
16
Closed
–
Avg Time Held
2 quarters
Top 10 Avg Time Held
1.9 quarters
Top 20 Avg Time Held
2 quarters

Top Buys

Rank Stock Value
1
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.74M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.36M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.13M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.07M
5
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$991K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$750K
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$72.6K
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$43.3K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$34K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$25.5K

Sector Composition

Rank Sector Weight
1 Miscellaneous 95.78%
2 Technology 1.29%
3 Financials 1.14%
4 Communication Services 0.91%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.09T
$227K 0.16%
453
+30
+7% +$14.4K
2026 Q1
1 quarter
HD icon
52
Home Depot
HD
$295B
$226K 0.16%
642
– –
2025 Q4
2 quarters
CB icon
53
Chubb
CB
$133B
$224K 0.15%
656
– –
2025 Q4
2 quarters
TJX icon
54
TJX Companies
TJX
$153B
$217K 0.15%
1,433
– –
2025 Q4
2 quarters
1 2
3

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AFA
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SRPTWM
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FF
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LM
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Clear Retirement Advice's Q2 2026 Portfolio in Review

As of Q2 2026, Clear Retirement Advice held 54 positions worth $146M, up 15% from $127M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Clear Retirement Advice deployed $8.58M of net new capital in Q2 2026, adding to 14 existing holdings.

By sector, the portfolio is most concentrated in Miscellaneous at 96% of assets, up from 95% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Apple, an estimated $750K trimmed.

  • Clear Retirement Advice added most to Schwab Short-Term US Treasury ETF in Q2 2026, an estimated $1.74M increase.
  • Clear Retirement Advice's biggest Q2 2026 reduction was Apple, cutting an estimated $750K.
  • Clear Retirement Advice's ten largest holdings make up 69% of its $146M portfolio in Q2 2026.
  • Clear Retirement Advice opened 0 new positions and closed 0 in Q2 2026.
  • Clear Retirement Advice's portfolio value rose 15% quarter-over-quarter to $146M.

Based on Clear Retirement Advice's 13F filing for Q2 2026, filed 15 Jul 2026.