Clear Retirement Advice LLC ETF holdings
San Mateo, CA
Reported $139.9M in 42 ETFs in its Form 13F for June 30, 2026.
ETF value
$139.9M
ETFs held
42
Change from prior quarter
+15.4%
With price moves
ETFs as a share of its 13F
95.8%
of $146.0M
Top 10 of 42 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHO | Schwab Short-Term U.S. Treasury ETF | $16.2M | 669,894 | +71,811 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $15.6M | 308,661 | +27,402 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $14.9M | 90,621 | +7,118 shares |
| TBLL | Invesco Short Term Treasury ETF | $12.9M | 121,931 | +9,380 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $8.4M | 34,691 | +1,980 shares |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $8.0M | 151,850 | +18,820 shares |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | $7.2M | 19,585 | +996 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $6.3M | 105,818 | +8,773 shares |
| SGOL | abrdn Physical Gold Shares ETF | $5.6M | 146,485 | +24,808 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $5.4M | 89,583 | +9,640 shares |
32 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002112984. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Clear Retirement Advice LLC own?
Clear Retirement Advice LLC reported 42 ETF positions worth $139.9M in its Form 13F for June 30, 2026. The largest was SCHO, at $16.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.