Managed by Clear Retirement Advice Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $16.2M | 669.9K | 0.00% | — |
| 2 | ? N/A — | $15.6M | 308.7K | 0.00% | — |
| 3 | E ETHA — | $14.9M | 90.6K | 0.00% | — |
| 4 | ? N/A — | $14.5M | 598.1K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
S |
| $14.3M |
| 588.7K |
| 0.00% |
| — |
| 6 | S | $13.3M | 279.7K | 0.00% | — |
| 7 | ? N/A — | $12.9M | 121.9K | 0.00% | — |
| 8 | ? N/A — | $12.8M | 281.3K | 0.00% | — |
| 9 | I IAU — | $12.3M | 82.0K | 0.00% | — |
| 10 | E ETHA — | $11.9M | 83.5K | 0.00% | — |
| 11 | ? N/A — | $11.9M | 112.6K | 0.00% | — |
| 12 | Q QQQ — | $11.8M | 111.9K | 0.00% | — |
| 13 | V VGES — | $8.4M | 34.7K | 0.00% | — |
| 14 | ? N/A — | $8M | 151.8K | 0.00% | — |
| 15 | V VGES — | $7.4M | 32.4K | 0.00% | — |
| 16 | T THQ — | $7.2M | 19.6K | 0.00% | — |
| 17 | V VGES — | $7.1M | 32.7K | 0.00% | — |
| 18 | I IAU — | $7M | 132.8K | 0.00% | — |
| 19 | ? N/A — | $7M | 133.0K | 0.00% | — |
| 20 | V VGES — | $6.3M | 105.8K | 0.00% | — |