13F Filings History of Clear Retirement Advice LLC

Latest 13F report
Q4 2025 - 24 Feb 2026
Value $
$128,552,731
Signature - Title
Rita Rhodes - Consultant
Location
San Mateo, CA
Summary
This page shows a list of all the recent 13F filings made by Clear Retirement Advice LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clear Retirement Advice LLC reported 53 stock holdings with total value $128,552,731 as of Q4 2025. Top holdings included SCHO, SPDW, ITOT, TBLL, and VBR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 53 $128,552,731 $0 $0 $0 SCHO, SPDW, ITOT, TBLL, VBR 13F-HR 23 Feb 2026, 17:51