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Institutional Investment Manager
CLEAR PERSPECTIVE ADVISORS, LLC
CLEAR PERSPECTIVE ADVISORS, LLC (CIK: 0001704677). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Original 13F HR (0001144204-17-027094) filed in 2017.05.15
#
Name
Shares
Value ($)
%
Options
Notes
1 YUM CHINA HLDGS INC 200 5 0.00%
2 YUM BRANDS INC 200 13 0.01%
3 XCEL ENERGY INC 900 37 0.02%
4 WISDOMTREE TR 564 32 0.02%
5 WISDOMTREE TR 4,000 81 0.05%
6 WISDOMTREE TR 50 2 0.00%
7 WISDOMTREE INVTS INC 3,210 36 0.02%
8 WHOLE FOODS MKT INC 500 15 0.01%
9 WHIRLPOOL CORP 2,045 372 0.25%
10 WESTERN DIGITAL CORP 362 25 0.02%
11 WESTAR ENERGY 298 17 0.01%
12 WELLTOWER INC 5,254 352 0.23%
13 WELLS FARGO & CO NEW 37,122 2,046 1.36%
14 WELLS FARGO & CO NEW 60 71 0.05%
15 WEC ENERGY GROUP INC 19 1 0.00%
16 WASTE MGMT INC DEL 1,875 133 0.09%
17 WALGREENS BOOTS ALLIANCE INC 69 6 0.00%
18 WAL-MART STORES INC 731 51 0.03%
19 VODAFONE GROUP PLC NEW 3,188 78 0.05%
20 VMWARE INC 430 34 0.02%
21 VISA INC 18,734 1,462 0.97%
22 VERSUM MATLS INC 8 0 0.00%
23 VERIZON COMMUNICATIONS INC 19,200 1,025 0.68%
24 VERITIV CORP 2 0 0.00%
25 VENTAS INC 8,599 538 0.36%
26 VARIAN MED SYS INC 800 72 0.05%
27 VANTIV INC 1,285 77 0.05%
28 VANGUARD WORLD FD 9,150 958 0.64%
29 VANGUARD WORLD FD 101 12 0.01%
30 VANGUARD WHITEHALL FDS 5,300 402 0.27%
31 VANGUARD TAX-MANAGED FDS 13,470 492 0.33%
32 VANGUARD STAR FDS 615 28 0.02%
33 VANGUARD SPECIALIZED FUNDS 5,050 430 0.29%
34 VANGUARD SCOTTSDALE FDS 3,150 192 0.13%
35 VANGUARD SCOTTSDALE FDS 6,450 412 0.27%
36 VANGUARD MUN BD FDS 2,000 101 0.07%
37 VANGUARD MORTG-BACK SEC ETF 360 19 0.01%
38 VANGUARD LONG TERM BOND ETF 450 40 0.03%
39 VANGUARD INTL EQUITY INDEX F 14,500 519 0.34%
40 VANGUARD INTL EQUITY INDEX F 25 1 0.00%
41 VANGUARD INTL EQUITY INDEX F 660 62 0.04%
42 VANGUARD INTL EQUITY INDEX F 35 2 0.00%
43 VANGUARD INDEX FDS 200 21 0.01%
44 VANGUARD INDEX FDS 16,327 2,149 1.43%
45 VANGUARD INDEX FDS 358 43 0.03%
46 VANGUARD INDEX FDS 28,078 5,765 3.82%
47 VANGUARD INDEX FDS 3,270 335 0.22%
48 VANGUARD INDEX FDS 15,487 1,726 1.15%
49 VANGUARD INDEX FDS 24,763 3,193 2.12%
50 VANGUARD INDEX FDS 22,330 2,077 1.38%
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