Legal Name: CLEAR PERSPECTIVE ADVISORS, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 12, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
SPDR SERIES TRUST (78464A854)
|
312,998 |
$10,811k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
3,922 |
$8,351k |
|
|
Apple Inc (037833100)
|
22,104 |
$4,375k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
18,810 |
$3,654k |
|
|
MICROSOFT CORP (594918104)
|
25,601 |
$3,429k |
|
|
MASTERCARD INC (57636Q104)
|
12,210 |
$3,230k |
|
|
Alphabet Inc (02079K107)
|
2,516 |
$2,720k |
|
|
SANFILIPPO JOHN B & SON INC CO (800422107)
|
13 |
$2,697k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
34,173 |
$2,675k |
|
|
Amazon.com Inc (023135106)
|
1,292 |
$2,447k |
|
|
JOHNSON & JOHNSON (478160104)
|
14,103 |
$1,964k |
|
|
Facebook Inc (30303M102)
|
8,785 |
$1,696k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
31,731 |
$1,684k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
29,250 |
$1,467k |
|
|
UNION PAC CORP (907818108)
|
8,280 |
$1,400k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
12,397 |
$1,386k |
|
|
INTEL CORP (458140100)
|
27,193 |
$1,302k |
|
|
Booking Holdings, Inc. (09857L108)
|
621 |
$1,164k |
|
|
Chevron Corp (166764100)
|
9,289 |
$1,156k |
|
|
DISNEY WALT CO (254687106)
|
7,906 |
$1,104k |
|
|
AMGEN INC (031162100)
|
5,929 |
$1,093k |
|
|
PROCTER & GAMBLE CO (742718109)
|
9,634 |
$1,056k |
|
|
PEPSICO INC (713448108)
|
7,750 |
$1,016k |
|
|
ALPHABET INC (02079K305)
|
907 |
$982k |
|
|
AT&T INC (00206R102)
|
28,668 |
$961k |
|
|
ENBRIDGE INC (29250N105)
|
26,284 |
$948k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
3,204 |
$939k |
|
|
PayPal Holdings Inc (70450Y103)
|
8,121 |
$930k |
|
|
ORACLE CORP (68389X105)
|
15,443 |
$880k |
|
|
COMCAST CORP (20030N101)
|
20,229 |
$855k |
|
|
SSGA ACTIVE TR (78470P200)
|
17,186 |
$854k |
|
|
MCDONALDS CORP (580135101)
|
4,092 |
$850k |
|
|
SHERWIN WILLIAMS CO (824348106)
|
1,800 |
$825k |
|
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
26,399 |
$809k |
|
|
NOVARTIS AG (66987V109)
|
8,482 |
$774k |
|
|
LOWES CO (548661107)
|
7,375 |
$744k |
|
|
ISHARES (464287465)
|
11,301 |
$743k |
|
|
NVIDIA Corp (67066G104)
|
4,501 |
$739k |
|
|
ALTRIA GROUP INC (02209S103)
|
14,806 |
$701k |
|
|
SPDR SERIES TRUST (78464A698)
|
12,915 |
$690k |
|
|
BlackRock, Inc. (09247X101)
|
1,443 |
$677k |
|
|
CISCO SYSTEMS INC (17275R102)
|
12,203 |
$668k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
3,594 |
$664k |
|
|
GENERAL DYNAMICS (369550108)
|
3,621 |
$658k |
|
|
ISHARES (464287168)
|
6,453 |
$642k |
|
|
UNILEVER PLC (904767704)
|
10,234 |
$634k |
|
|
Netflix Inc (64110L106)
|
1,716 |
$630k |
|
|
Exxon Mobil Corp (30231G102)
|
8,112 |
$622k |
|
|
PFIZER INC (717081103)
|
12,704 |
$550k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
3,481 |
$548k |
|
|
Bank of America Corp. (060505104)
|
18,773 |
$544k |
|
|
ABBOTT LABS (002824100)
|
6,425 |
$540k |
|
|
SPDR SERIES TRUST (78464A409)
|
13,739 |
$532k |
|
|
ISHARES (464288612)
|
4,638 |
$521k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
38,137 |
$515k |
|
|
SPDR SERIES TRUST (78464A508)
|
16,277 |
$509k |
|
|
GILEAD SCIENCES INC (375558103)
|
7,388 |
$499k |
|
|
LILLY ELI & CO (532457108)
|
4,433 |
$491k |
|
|
Bank of New York Mellon Corp. (064058100)
|
11,087 |
$489k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
3,653 |
$487k |
|
|
3M CO (88579Y101)
|
2,804 |
$486k |
|
|
Boeing Co/The (097023105)
|
1,302 |
$474k |
|
|
SPDR SERIES TRUST (78464A847)
|
13,809 |
$470k |
|
|
Old Second Bancorp, Inc. (680277100)
|
36,689 |
$469k |
|
|
NIKE INC (654106103)
|
5,449 |
$457k |
|
|
PHILIP MORRIS INTL (718172109)
|
5,823 |
$457k |
|
|
ABBVIE INC (00287Y109)
|
6,209 |
$452k |
|
|
TEREX CORP (880779103)
|
13,088 |
$411k |
|
|
ISHARES TR US HLTHCARE ETF (464287762)
|
2,100 |
$410k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E537)
|
15,550 |
$406k |
|
|
O'REILLY AUTOMOTIVE (67103H107)
|
1,082 |
$400k |
|
|
FIRST DATA CORP (32008D106)
|
14,467 |
$392k |
|
|
CITIGROUP INC (172967424)
|
5,229 |
$366k |
|
|
S&P WRLD EX US (78463X889)
|
11,974 |
$354k |
|
|
BAXTER INTL INC (071813109)
|
4,187 |
$343k |
|
|
Lockheed Martin Corp (539830109)
|
944 |
$343k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,266 |
$335k |
|
|
CVS HEALTH CORP (126650100)
|
6,110 |
$333k |
|
|
American Express Co. (025816109)
|
2,665 |
$329k |
|
|
Twitter Inc (90184L102)
|
9,350 |
$326k |
|
|
TENCENT (88032q109)
|
7,140 |
$323k |
|
|
ISHARES TR (46435G334)
|
9,750 |
$315k |
|
|
SANOFI (80105N105)
|
6,810 |
$307k |
|
|
Bristol-Myers Squibb Co (110122108)
|
6,575 |
$298k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
984 |
$290k |
|
|
TOTAL SA (89151E109)
|
5,100 |
$285k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
2,155 |
$274k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
4,565 |
$272k |
|
|
NEXTERA ENERGY INC (65339F101)
|
1,305 |
$267k |
|
|
GENERAL MILLS INC (370334104)
|
5,061 |
$266k |
|
|
MONDELEZ INTL INC (609207105)
|
4,876 |
$263k |
|
|
IQVIA HOLDINGS INC (46266C105)
|
1,613 |
$260k |
|
|
ADOBE INC (00724F101)
|
875 |
$258k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
2,310 |
$257k |
|
|
ISHARES SILVER TRUST (46428Q109)
|
17,780 |
$255k |
|
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
1,122 |
$254k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
2,719 |
$252k |
|
|
MICROCHIP TECHNOLOGY (595017104)
|
2,900 |
$251k |
|
|
salesforce.com Inc (79466L302)
|
1,646 |
$250k |
|
|
MERCK & CO INC (58933Y105)
|
2,964 |
$249k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
2,189 |
$248k |
|
|
ConocoPhillips (20825C104)
|
4,030 |
$246k |
|
|
KIMBERLY CLARK CORP (494368103)
|
1,823 |
$243k |
|
|
HOME DEPOT INC (437076102)
|
1,136 |
$236k |
|
|
Baidu Inc (056752108)
|
1,994 |
$234k |
|
|
PAYCHEX INC (704326107)
|
2,822 |
$232k |
|
|
ANADARKO PETE (032511107)
|
3,200 |
$226k |
|
|
SERVICENOW INC (81762P102)
|
805 |
$221k |
|
|
MercadoLibre Inc (58733R102)
|
360 |
$220k |
|
|
TARGET CORPORATION (87612E106)
|
2,479 |
$215k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
7,727 |
$213k |
|
|
AEP (025537101)
|
2,410 |
$212k |
|
|
RED HAT INC (756577102)
|
1,130 |
$212k |
|
|
DuPont de Nemours Inc (26614N102)
|
2,755 |
$207k |
|
|
Charles Schwab Corp/The (808513105)
|
5,024 |
$202k |
|
|
FORD MOTOR CO (345370860)
|
18,739 |
$192k |
|
|
AVON PRODUCTS INC (054303102)
|
21,650 |
$84k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
2,342 |
$84k |
|
|
ACTIVISION BLIZZARD INC (00507V109)
|
1,750 |
$83k |
|
|
TELEFLEX INC (879369106)
|
250 |
$83k |
|
|
B & G FOODS INC (05508R106)
|
3,873 |
$81k |
|
|
CORTEVA INC (22052L104)
|
2,755 |
$81k |
|
|
JAZZ PHARMA PLC (G50871105)
|
565 |
$81k |
|
|
ISHARES TR (464287523)
|
400 |
$79k |
|
|
SLACK TECHNOLOGIES (83088V102)
|
2,100 |
$79k |
|
|
PIMCO ETF TR SHORT TERM MUN BD ACTIVE ETF (72201R874)
|
1,525 |
$77k |
|
|
INVESCO INDIA EXCHANGE - TRADED PORTFOLIO (46137R109)
|
3,025 |
$76k |
|
|
LEAR CORP (521865204)
|
540 |
$75k |
|
|
BIOGEN INC (09062X103)
|
316 |
$74k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
1,324 |
$74k |
|
|
MEDTRONIC PLC (G5960L103)
|
757 |
$74k |
|
|
COMPASS MINERALS INTL INC (20451N101)
|
1,324 |
$73k |
|
|
SPDR SER TR (78468R739)
|
1,500 |
$73k |
|
|
KINDER MORGAN INC (49456B101)
|
3,446 |
$72k |
|
|
Taiwan Semiconductor Manufactu (874039100)
|
1,830 |
$72k |
|
|
CDN PACIFIC RAILWAY (13645T100)
|
278 |
$65k |
|
|
SPDR SERIES TRUST (78468R622)
|
589 |
$64k |
|
|
KRAFT HEINZ CO (500754106)
|
2,008 |
$62k |
|
|
CDW CORP (12514G108)
|
550 |
$61k |
|
|
ROCKWELL AUTOMATION (773903109)
|
375 |
$61k |
|
|
SOUTHWEST AIRLS CO (844741108)
|
1,172 |
$60k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
300 |
$59k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
950 |
$58k |
|
|
ALLEGIANT TRAVEL COMPANY COM USD0.001 (01748X102)
|
395 |
$57k |
|
|
FIFTH THIRD BANCORP (316773100)
|
2,027 |
$57k |
|
|
SPDR SERIES TRUST (78464A839)
|
1,116 |
$57k |
|
|
BP PLC (055622104)
|
1,350 |
$56k |
|
|
Illumina Inc (452327109)
|
150 |
$55k |
|
|
GABELLI EQUITY TRUST (362397101)
|
8,801 |
$54k |
|
|
ISHARES (464287291)
|
300 |
$54k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
467 |
$54k |
|
|
FIRST TR EXCHANGE TRADED FD (33733E302)
|
360 |
$52k |
|
|
DOCUSIGN INC COM (256163106)
|
1,025 |
$51k |
|
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