Clear Perspectives Financial Planning, LLC

13F Filings History

Latest 13F report
Q1 2023 - May 11, 2023
Value $
$178M
Signature - Title
Deb Thocker - Chief Compliance Officer
Location
Cincinnati, OH
Summary
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.
Holdings Value