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Value $
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$178M
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Signature - Title
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Deb Thocker - Chief Compliance Officer
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Location
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Cincinnati, OH
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Summary
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This page shows a list of all the recent 13F filings made by Clear Perspectives Financial Planning, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Clear Perspectives Financial Planning, LLC reported 196 stock holdings with total value $178M as of Q1 2023. Top holdings included PG, VYM, RSP, VTV, and VOO.