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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 (2017Q1)
Portfolio Summary: 425 holdings with a total value of $151,257,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 CISCO SYS INC 8,113 274,000 0.18%
102 AMAZON COM INC 306 271,000 0.18%
103 ABBVIE INC 4,100 267,000 0.18%
104 PROSHARES TR 18,800 253,000 0.17%
105 VANGUARD BD INDEX FDS 3,135 250,000 0.17%
106 ENBRIDGE INC 5,955 249,000 0.16%
107 METLIFE INC 4,685 247,000 0.16%
108 LOCKHEED MARTIN CORP 920 246,000 0.16%
109 KIMBERLY CLARK CORP 1,855 244,000 0.16%
110 B & G FOODS INC NEW COM 6,000 242,000 0.16%
111 VANGUARD BD INDEX FDS 2,865 240,000 0.16%
112 GLAXOSMITHKLINE PLC 5,516 233,000 0.15%
113 MONDELEZ INTL INC 5,291 228,000 0.15%
114 INTL PAPER CO 4,435 225,000 0.15%
115 BAXTER INTL INC 4,265 221,000 0.15%
116 DIAGEO P L C 1,900 220,000 0.15%
117 MICROCHIP TECHNOLOGY 2,900 214,000 0.14%
118 CATERPILLAR INC 2,243 208,000 0.14%
119 COCA COLA CO 4,765 202,000 0.13%
120 SELECT SECTOR SPDR TR 2,678 199,000 0.13%
121 INTERNATIONAL BUSINESS MACHS 1,122 195,000 0.13%
122 ROYAL DUTCH SHELL PLC 3,420 191,000 0.13%
123 ISHARES SILVER TR 10,780 186,000 0.12%
124 CARMAX INC 3,124 185,000 0.12%
125 SPECTRA ENERGY PARTNERS LP 4,175 182,000 0.12%
126 DISCOVER FINL SVCS 2,537 174,000 0.12%
127 SOUTHERN CO 3,468 173,000 0.11%
128 REYNOLDS AMERICAN INC 2,668 168,000 0.11%
129 VANGUARD STAR FDS 3,340 166,000 0.11%
130 ISHARES TR 2,406 166,000 0.11%
131 SPDR GOLD TR 1,400 166,000 0.11%
132 DAIMLER AG SPONSORED ADR ISIN# US2338251083 2,100 160,000 0.11%
133 SELECT SECTOR SPDR TR 3,003 160,000 0.11%
134 NETFLIX INC 1,078 159,000 0.11%
135 NIKE INC 2,785 155,000 0.10%
136 GENUINE PARTS CO 1,681 155,000 0.10%
137 SPDR SER TR 3,150 153,000 0.10%
138 MAGELLAN MIDSTREAM PRTNRS LP 1,975 152,000 0.10%
139 NORFOLK SOUTHERN CORP 1,349 151,000 0.10%
140 VANGUARD WORLD FDS 1,200 148,000 0.10%
141 COSTCO WHSL CORP NEW 870 146,000 0.10%
142 NESTLE SA SPONSORED ADR REPSTG 1,900 146,000 0.10%
143 ISHARES TR 950 143,000 0.09%
144 EXELON CORP 3,809 137,000 0.09%
145 WASTE MGMT INC DEL 1,875 137,000 0.09%
146 NEXTERA ENERGY INC 1,059 136,000 0.09%
147 EATON CORP PLC 1,815 135,000 0.09%
148 CELGENE CORP 1,070 133,000 0.09%
149 HOME DEPOT INC 885 130,000 0.09%
150 REALTY INCOME CORP 2,125 127,000 0.08%
Page 3 of 9

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-17-027096, filed 2017.05.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.