Clear Perspective Advisors, LLC — Q4 2019 13F 持股

Name: Clear Perspective Advisors, LLC — 13F Holdings, Q4 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001704677

申报总市值

US$3.3亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	9.05%	—	-50.97%
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	9.05%	—	-40.56%
3	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	5.20%	—	-4.39%
4	AAPL	Apple INC	股票-科技	3.79%	—	-2.39%
5	IJH	Ishares Core S&p Midcap ETF	ETF-其他	2.54%	—	+3.53%
6	MSFT	Microsoft CORP	股票-科技	2.44%	—	-2.30%
7	SCHD	Schwab US Dvd Equity ETF	ETF-其他	2.29%	—	+41.37%
8	VGSH	Vanguard Short-term Treasury	ETF-政府公债	2.25%	—	-57.09%
9	VGIT	Vanguard Intermediate-term T	ETF-其他	2.00%	—	-56.39%
10	GOOG	Alphabet Inc-cl C	股票-通信服务	1.96%	—	+1.55%
11	MA	Mastercard INC - A	股票-金融	1.92%	—	-1.71%
12	BND	Vanguard Total Bond Market	ETF-其他	1.80%	—	-63.22%
13	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.78%	—	+4.07%
14	V	Visa Inc-class A Shares	股票-金融	1.74%	—	-50.42%
15	VUG	Vanguard Growth ETF	ETF-其他	1.73%	—	-49.27%
16	VTV	Vanguard Value ETF	ETF-其他	1.64%	—	-49.69%
17	AMZN	Amazon.com INC	股票-周期性消费	1.51%	—	-0.60%
18	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	1.32%	—	-42.50%
19	VB	Vanguard Small-cap ETF	ETF-其他	1.32%	—	-53.53%
20	JNJ	Johnson & Johnson	股票-医疗保健	1.24%	—	-4.47%
21	JPM	Jpmorgan Chase & Co	股票-金融	1.09%	—	+1.97%
22	META	Meta Platforms Inc-class A	股票-通信服务	1.06%	—	+0.28%
23	INTC	Intel CORP	股票-科技	0.97%	—	-3.77%
24	TFI	Ss Spdr N Ice Muni Bond ETF	ETF-其他	0.92%	—	-50.00%
25	UNP	Union Pacific CORP	股票-工业	0.91%	—	-50.71%
26	AMGN	Amgen INC	股票-医疗保健	0.89%	—	+1.45%
27	WFC	Wells Fargo & Co	股票-金融	0.88%	—	-54.13%
28	DIS	Walt Disney Co/the	股票-通信服务	0.84%	—	+5.17%
29	UTXZ	United Tech CORP	股票-其他	0.79%	—	-58.42%
30	VXUS	Vanguard Total Intl Stock	ETF-其他	0.78%	—	-44.45%
31	BKNG	Booking Holdings INC	股票-周期性消费	0.75%	—	-2.63%
32	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.73%	—	-46.75%
33	T	At&t INC	股票-通信服务	0.73%	—	+2.04%
34	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-中小型股	0.72%	—	-37.72%
35	STOT	Ss Dl St Dur Tr Tact ETF	ETF-其他	0.70%	—	-33.77%
36	CVX	Chevron CORP	股票-能源	0.70%	—	+1.18%
37	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.65%	—	—
38	NVDA	Nvidia CORP	股票-科技	0.65%	—	+0.45%
39	PG	Procter & Gamble Co/the	股票-非周期性消费	0.64%	—	-13.98%
40	ENB	Enbridge INC	股票-能源	0.64%	—	-1.55%
41	VZ	Verizon Communications INC	股票-通信服务	0.62%	—	-58.83%
42	PEP	Pepsico INC	股票-非周期性消费	0.62%	—	-4.20%
43	SHW	Sherwin-williams Co/the	股票-原材料	0.61%	—	-5.56%
44	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.61%	—	-50.36%
45	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.58%	—	-50.39%
46	CMCSA	Comcast Corp-class A	股票-通信服务	0.58%	—	+1.03%
47	PYPL	Paypal Holdings INC	股票-金融	0.54%	—	+5.22%
48	LOW	Lowe's Cos INC	股票-周期性消费	0.53%	—	-3.52%
49	ORCL	Oracle CORP	股票-科技	0.51%	—	+1.51%
50	NVS	Novartis Ag-sponsored Adr	股票-医疗保健	0.50%	—	-2.30%

1–50 of 134

本季持股变动

Clear Perspective Advisors, LLC 于截至 Q4 2019 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	AAPL	Apple INC	+1.6%	-2.39%	减仓
2	BRK-B	Berkshire Hathaway Inc-cl B	+1.5%	-4.39%	减仓
3	SCHD	Schwab US Dvd Equity ETF	+1.2%	+41.37%	加仓
4	IJH	Ishares Core S&p Midcap ETF	+0.9%	+3.53%	加仓
5	MSFT	Microsoft CORP	+0.8%	-2.30%	减仓
6	GOOG	Alphabet Inc-cl C	+0.7%	+1.55%	加仓
7	IJR	Ishares Core S&p Small-cap E	+0.6%	+4.07%	加仓
8	SPSM	Ss Spdr P S&p 600 Small Cap	-0.1%	-37.72%	减仓
9	STOT	Ss Dl St Dur Tr Tact ETF	-0.1%	-33.77%	减仓
10	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-51.07%	减仓
11	SPYV	Ss Spdr P S&p 500 Value ETF	-0.1%	-47.89%	减仓
12	SPYG	Ss Spdr P S&p 500 Growth ETF	-0.1%	-48.17%	减仓
13	SPMD	Ss Spdr P S&p 400 Midcap ETF	-0.1%	-52.73%	减仓
14	VDE	Vanguard Energy ETF	-0.1%	-52.81%	减仓
15	TWTRUSD	Twitter INC	-0.1%	-48.25%	减仓
16	VO	Vanguard Mid-cap ETF	-0.1%	-49.55%	减仓
17	GLD	Spdr Gold Shares	-0.2%	-58.39%	减仓
18	VWO	Vanguard Ftse Emerging Marke	-0.2%	-49.73%	减仓
19	VEA	Vanguard Ftse Developed ETF	-0.2%	-51.67%	减仓
20	VXUS	Vanguard Total Intl Stock	-0.2%	-44.45%	减仓
21	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-46.75%	减仓
22	UL	Unilever PLC	-0.2%	-50.24%	减仓
23	KRE	Ss Spdr S&p Regional Bank	-0.2%	-59.96%	减仓
24	USB	US Bancorp	-0.2%	-65.36%	减仓
25	VYM	Vanguard High Dvd Yield ETF	-0.2%	-50.36%	减仓
26	VIG	Vanguard Dividend Apprec ETF	-0.2%	-50.39%	减仓
27	UPS	United Parcel Service-cl B	-0.3%	-58.44%	减仓
28	UNP	Union Pacific CORP	-0.3%	-50.71%	减仓
29	VTEB	Vanguard Tax-exempt Bond ETF	-0.4%	-42.50%	减仓
30	WFC	Wells Fargo & Co	-0.4%	-54.13%	减仓
31	TFI	Ss Spdr N Ice Muni Bond ETF	-0.4%	-50.00%	减仓
32	UTXZ	United Tech CORP	-0.4%	-58.42%	减仓
33	VZ	Verizon Communications INC	-0.4%	-58.83%	减仓
34	VUG	Vanguard Growth ETF	-0.5%	-49.27%	减仓
35	VTV	Vanguard Value ETF	-0.6%	-49.69%	减仓
36	V	Visa Inc-class A Shares	-0.6%	-50.42%	减仓
37	VB	Vanguard Small-cap ETF	-0.6%	-53.53%	减仓
38	SPYM	Ste Str Spdr Pt S&p 500 ETF	-1.2%	-40.56%	减仓
39	VGIT	Vanguard Intermediate-term T	-1.4%	-56.39%	减仓
40	VGSH	Vanguard Short-term Treasury	-1.6%	-57.09%	减仓
41	BND	Vanguard Total Bond Market	-1.8%	-63.22%	减仓
42	VOO	Vanguard S&p 500 ETF	-3.3%	-50.97%	减仓
43	EXC	Exelon CORP	—	NEW	新建仓
44	AEP	American Electric Power Company, Inc.	—	NEW	新建仓
45	WM	Waste Management INC	—	EXIT	清仓
46	ETR	Entergy CORP	—	NEW	新建仓
47	TEX	Terex CORP	—	EXIT	清仓
48	GDX	Vaneck Gold Miners ETF	—	EXIT	清仓
49	TCEHY	Tencent Holdings Ltd-uns Adr	—	EXIT	清仓
50	TTD	Trade Desk Inc/the -class A	—	NEW	新建仓