13F Filings History of Clear Perspectives Financial Planning, LLC

Latest 13F report
Q1 2023 - 11 May 2023
Value $
$178,367,061
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 $178,367,061 as of Q1 2023. Top holdings included PG, VYM, RSP, VTV, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2023 196 $178,367,061 +$47,516,592 -$57,890,082 -$10,373,490 PG, VYM, RSP, VTV, VOO 13F-HR 11 May 2023, 13:44
Q4 2022 236 $188,244,813 +$8,187,808 -$39,336,206 -$31,148,398 VYM, PG, VTV, SGOV, RSP 13F-HR 13 Feb 2023, 10:07
Q3 2022 208 $203,917,000 +$22,567,293 -$64,389,632 -$41,822,339 SGOV, BIL, VYM, PG, RSP 13F-HR 09 Nov 2022, 09:57
Q2 2022 210 $256,492,000 +$74,327,527 -$59,189,662 +$15,137,865 SGOV, BIL, VYM, VTIP, RSP 13F-HR 11 Aug 2022, 11:26
Q1 2022 212 $263,830,000 +$85,142,643 -$59,654,897 +$25,487,746 VYM, VTIP, RSP, BIL, SHV 13F-HR 12 May 2022, 12:55
Q4 2021 222 $247,298,000 +$25,648,883 -$10,589,325 +$15,059,558 VTIP, RSP, SCHP, STPZ, PG 13F-HR 09 Feb 2022, 11:07
Q3 2021 210 $220,726,000 +$22,135,189 -$8,538,373 +$13,596,816 VTIP, RSP, STPZ, PG, VUG 13F-HR 05 Nov 2021, 10:02
Q2 2021 198 $207,079,000 +$41,218,911 -$14,700,206 +$26,518,705 VTIP, RSP, STPZ, PG, VIG 13F-HR 05 Aug 2021, 09:50
Q1 2021 180 $172,578,000 +$47,668,799 -$35,493,806 +$12,174,993 VTIP, RSP, PG, VIG, VUG 13F-HR 06 May 2021, 10:56
Q4 2020 178 $157,808,000 $0 $0 $0 PG, VIG, VUG, BSV, SCHP 13F-HR 01 Feb 2021, 11:05