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Ishares Tr s^p aggr all shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all held by Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr s^p aggr all by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $68k 1.1k 63.57
2022-12-31 $66k 1.1k 59.73
2022-09-30 $95k 1.7k 55.72
2022-06-30 $228k 3.8k 59.92
2022-03-31 $306k 4.4k 68.92
2021-12-31 $362k 5.0k 72.81
2021-09-30 $364k 5.2k 69.88
2021-06-30 $397k 5.6k 70.60
2021-03-31 $474k 7.1k 66.89
2020-12-31 $474k 7.4k 64.13

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
Assetmark
Cambridge Investment Research Advisors
Mesirow Financial Investment Management International Equity
LPL Financial
LBMC Investment Advisors
Bank of America Corporation
Warren Averett Asset Management
Jane Street
Patton Albertson & Miller
Waterloo Capital
Commonwealth Equity Services
Morgan Stanley
Northwest Wealth Management

View all funds holding Ishares Tr s^p aggr all