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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
(+15%)
Cap. Flow
+$8.58M
Cap. Flow
% of AUM
5.87%
Top 10 Holdings %
Top 10 Hldgs %
68.75%
Holding
54
New
–
Increased
14
Reduced
16
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.74M |
| 2 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.36M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.13M |
| 4 |
abrdn Physical Gold Shares ETF
SGOL
|
+$1.07M |
| 5 |
Invesco Short Term Treasury ETF
TBLL
|
+$991K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$750K |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$72.6K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$43.3K |
| 4 |
Schwab International Equity ETF
SCHF
|
+$34K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$25.5K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.29% |
| 2 | Financials | 1.14% |
| 3 | Communication Services | 0.91% |
| 4 | Consumer Discretionary | 0.5% |
| 5 | Healthcare | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.06T
| $227K | 0.16% |
453
+30
| +7% | +$14.4K |
|
52
Home Depot
HD
$334B
| $226K | 0.16% |
642
| – | – |
|
53
Chubb
CB
$132B
| $224K | 0.15% |
656
| – | – |
|
54
TJX Companies
TJX
$155B
| $217K | 0.15% |
1,433
| – | – |
|
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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 Technology at 1.3% of assets, down from 1.8% a quarter earlier, followed by Financials and Communication Services.
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.