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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)
Original 13F HR (0001144204-17-027096) 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 40 0.03%
4 WISDOMTREE TR 564 35 0.02%
5 WISDOMTREE TR 50 3 0.00%
6 WISDOMTREE TR 4,000 97 0.06%
7 WISDOMTREE INVTS INC 3,210 29 0.02%
8 WHIRLPOOL CORP 670 115 0.08%
9 WESTERN DIGITAL CORP 362 30 0.02%
10 WESTAR ENERGY 298 16 0.01%
11 WELLTOWER INC 5,404 383 0.25%
12 WELLS FARGO & CO NEW 34,898 1,942 1.28%
13 WELLS FARGO & CO NEW 60 74 0.05%
14 WEC ENERGY GROUP INC 19 1 0.00%
15 WASTE MGMT INC DEL 1,875 137 0.09%
16 WALGREENS BOOTS ALLIANCE INC 69 6 0.00%
17 WAL-MART STORES INC 656 47 0.03%
18 VODAFONE GROUP PLC NEW 3,188 84 0.06%
19 VMWARE INC 430 40 0.03%
20 VISA INC 20,198 1,795 1.19%
21 VERIZON COMMUNICATIONS INC 16,200 790 0.52%
22 VERITIV CORP 2 0 0.00%
23 VENTAS INC 8,859 576 0.38%
24 VARIAN MED SYS INC 800 73 0.05%
25 VAREX IMAGING CORP 320 11 0.01%
26 VANTIV INC 1,285 82 0.05%
27 VANGUARD WORLD FDS 1,200 148 0.10%
28 VANGUARD WORLD FD 101 14 0.01%
29 VANGUARD WORLD FD 11,720 1,133 0.75%
30 VANGUARD WHITEHALL FDS 5,300 412 0.27%
31 VANGUARD TAX-MANAGED FDS 10,970 431 0.28%
32 VANGUARD STAR FDS 3,340 166 0.11%
33 VANGUARD SPECIALIZED FUNDS 5,050 454 0.30%
34 VANGUARD SCOTTSDALE FDS 6,050 368 0.24%
35 VANGUARD SCOTTSDALE FDS 6,450 415 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 41 0.03%
39 VANGUARD INTL EQUITY INDEX F 25 1 0.00%
40 VANGUARD INTL EQUITY INDEX F 35 2 0.00%
41 VANGUARD INTL EQUITY INDEX F 34,295 1,362 0.90%
42 VANGUARD INTL EQUITY INDEX F 660 68 0.04%
43 VANGUARD INDEX FDS 15,340 2,136 1.41%
44 VANGUARD INDEX FDS 1,070 116 0.08%
45 VANGUARD INDEX FDS 27,111 3,613 2.39%
46 VANGUARD INDEX FDS 15,637 1,902 1.26%
47 VANGUARD INDEX FDS 22,280 2,125 1.40%
48 VANGUARD INDEX FDS 2,443 296 0.20%
49 VANGUARD INDEX FDS 300 34 0.02%
50 VANGUARD INDEX FDS 358 44 0.03%
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