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Clear Retirement Advice Portfolio holdings

AUM $146M
This Fund
S&P 500
This Quarter Est. Return
-0.14%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$127M
AUM Growth
-$1.19M
Cap. Flow
+$3.12M
Cap. Flow %
2.45%
Top 10 Hldgs %
67.56%
Holding
54
New
1
Increased
17
Reduced
11
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.56M
2
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$230K
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$223K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$219K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$217K

Top Sells

Rank Stock Value
1
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$100K
2
SCHH icon
Schwab US REIT ETF
SCHH
+$94.3K
3
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$59.3K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$51.8K
5
IAU icon
iShares Gold Trust
IAU
+$35.4K

Sector Composition

Rank Sector Weight
1 Technology 1.82%
2 Financials 1.21%
3 Communication Services 0.85%
4 Consumer Discretionary 0.58%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWO icon
51
iShares Russell 2000 Growth ETF
IWO
$14.1B
$222K 0.17%
707
-3
-0.4% -$998
CB icon
52
Chubb
CB
$140B
$214K 0.17%
656
– –
HD icon
53
Home Depot
HD
$337B
$211K 0.17%
642
– –
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.1T
$203K 0.16%
+423
New +$208K
1 2
3

Similar funds

AFM
Aspetuck Financial Management Westport, Connecticut $146M AUM 33.29% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
TA
TRB Advisors New York $146M AUM 3.71% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $146M AUM 15.52% 1-Year Est. Return
SIM
Sentry Investment Management Stevens Point, Wisconsin $146M AUM 23.67% 1-Year Est. Return
G
Greycroft New York $146M AUM 1.94% 1-Year Est. Return
BFM
Broadview Financial Management Wauwatosa, Wisconsin $146M AUM 16.56% 1-Year Est. Return

Clear Retirement Advice's Q1 2026 Portfolio in Review

As of Q1 2026, Clear Retirement Advice held 54 positions worth $127M, down 0.92% from $129M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 1.9%. Clear Retirement Advice opened 1 new position and made no exits, leaving the 54-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 1.8% of assets, up from 0.68% a quarter earlier, followed by Financials and Communication Services.

  • Clear Retirement Advice's largest Q1 2026 buy was Berkshire Hathaway Class B: 423 shares worth $203K.
  • Clear Retirement Advice added most to Apple in Q1 2026, an estimated $1.56M increase.
  • Clear Retirement Advice's biggest Q1 2026 reduction was Schwab US Large-Cap Value ETF, cutting an estimated $100K.
  • Clear Retirement Advice's ten largest holdings make up 68% of its $127M portfolio in Q1 2026.
  • Clear Retirement Advice opened 1 new position and closed 0 in Q1 2026.
  • Clear Retirement Advice's portfolio value fell 0.92% quarter-over-quarter to $127M.

Based on Clear Retirement Advice's 13F filing for Q1 2026, filed 28 Apr 2026.