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CRA

Clear Retirement Advice Portfolio holdings

AUM $146M
This Fund
S&P 500
This Quarter Est. Return
+2.27%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow %
96.18%
Top 10 Hldgs %
68.16%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$14.4M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$12.2M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$12.1M
4
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$11.8M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.03M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 1.1%
2 Communication Services 0.97%
3 Technology 0.68%
4 Consumer Discretionary 0.62%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWO icon
51
iShares Russell 2000 Growth ETF
IWO
$14.7B
$236K 0.18%
+710
New +$231K
TJX icon
52
TJX Companies
TJX
$155B
$221K 0.17%
+1,433
New +$212K
CB icon
53
Chubb
CB
$132B
$216K 0.17%
+656
New +$192K
1 2
3

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AFA
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Clear Retirement Advice's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Clear Retirement Advice, which disclosed 53 positions worth $129M. Its ten largest holdings account for 68% of the portfolio.

Its largest position is Schwab Short-Term US Treasury ETF: 588,651 shares worth $14.3M.

By sector, the portfolio is most concentrated in Financials at 1.1% of assets, followed by Communication Services and Technology.

  • Clear Retirement Advice's largest Q4 2025 buy was Schwab Short-Term US Treasury ETF: 588,651 shares worth $14.3M.
  • Clear Retirement Advice's ten largest holdings make up 68% of its $129M portfolio in Q4 2025.
  • Clear Retirement Advice disclosed 53 positions in Q4 2025, its first 13F filing on record.

Based on Clear Retirement Advice's 13F filing for Q4 2025, filed 24 Feb 2026.