Clear Retirement Advice LLC — 13F holdings

Clear Retirement Advice LLC reported 60 holdings worth $149M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

  1. SCHO SCHWAB STRATEGIC TR — $16.5M (11.1%)
  2. SPDW SPDR INDEX SHS FDS — $15.7M (10.5%)
  3. ITOT ISHARES TR — $15.2M (10.2%)
  4. TBLL INVESCO EXCH TRADED FD TR II — $13.3M (8.9%)
  5. IGSB ISHARES TR — $8.33M (5.6%)
  6. VBR VANGUARD INDEX FDS — $7.96M (5.3%)
  7. VBK VANGUARD INDEX FDS — $6.47M (4.3%)
  8. SGOL ETFS GOLD TR — $6.39M (4.3%)
  9. VWO VANGUARD INTL EQUITY INDEX F — $6.32M (4.2%)
  10. SPYV SPDR SERIES TRUST — $5.46M (3.7%)