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Clear Perspectives Financial Planning

Filed: 1 Feb 21, 11:05am

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ISHARES TRUST 0-5YR INVT GR CP ETF0-5YR INVT GR CP ETF46434V10037700SH SOLE 00700
ISHARES TRUST 1 3 YR TREAS BD ETF1 3 YR TREAS BD ETF4642874571511,745SH SOLE 001,745
ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD1-5 YEAR INVT GRADE CORP BD ETF464288646761,375SH SOLE 001,375
ISHARES TRUST 20 YR TR BD ETF20 YR TR BD ETF46428743220125SH SOLE 00125
ISHARES TRUST 3 7 YR TREAS BD ETF3 7 YR TREAS BD ETF4642886613,71327,925SH SOLE 0027,925
NOVARTIS AG ADR SPONSOREDADR SPONSORED66987V10911116SH SOLE 00116
UNILEVER PLC ADR SPONSOREDADR SPONSORED90476770413210SH SOLE 00210
TENCENT HOLDINGS LIMITED ADR UNSPONSOREDADR UNSPONSORED88032Q109721,005SH SOLE 001,005
ISHARES TRUST AGGRES ALLOC ETFAGGRES ALLOC ETF4642898594747,391SH SOLE 007,391
VANGUARD ALLWRLD EX US ETFALLWRLD EX US ETF9220427757125SH SOLE 00125
ISHARES TRUST BARCLAYS 7 10 YR ETFBARCLAYS 7 10 YR ETF464287440111SH SOLE 0011
SPDR SERIES TRUST BLOMBERG 1 10 YR ETFBLOMBERG 1 10 YR ETF78468R86186341,275SH SOLE 0041,275
AT&T INC COMCOM00206R102291,000SH SOLE 001,000
ADAMS DIVERSIFIED EQUITY FD COMCOM0062121048456SH SOLE 00456
AMAZON COM INC COMCOM02313510611435SH SOLE 0035
AMGEN INC COMCOM0311621002190SH SOLE 0090
APPLE INC COMCOM03783310027204SH SOLE 00204
BARRICK GOLD CORPORATION COMCOM0679011084164SH SOLE 00164
BOOKING HOLDINGS INC COMCOM09857L1083817SH SOLE 0017
BRIGHTHOUSE FINL INC COMCOM10922N10301SH SOLE 001
CIGNA CORPORATION COMCOM125523100315SH SOLE 0015
CANOPY GROWTH CORPORATION COMCOM13803510018719SH SOLE 00719
CARRIER GLOBAL CORPORATION COMCOM14448C104922,442SH SOLE 002,442
CENTENE CORPORATION COMCOM15135B1012474,118SH SOLE 004,118
CIENA CORP COMCOM171779309116SH SOLE 0016
CINCINNATI FINANCIAL CORP COMCOM1720621011531,755SH SOLE 001,755
CISCO SYSTEMS INC COMCOM17275R102601,345SH SOLE 001,345
CITIGROUP INC COMCOM172967424117SH SOLE 0017
CONCENTRIX CORPORATION COMCOM20602D101662SH SOLE 0062
COSTCO WHOLESALE CORP COMCOM22160K1051950SH SOLE 0050
WALT DISNEY COMPANY (THE) COMCOM25468710618SH SOLE 008
DISCOVERY INC COMCOM25470F10415509SH SOLE 00509
DISCOVERY INC COMCOM25470F30220777SH SOLE 00777
DOMINION ENERGY INC COMCOM25746U10918245SH SOLE 00245
DUKE ENERGY CORP COMCOM26441C204226SH SOLE 0026
EXPEDIA GROUP INC COMCOM30212P3031077SH SOLE 0077
EXXON MOBIL CORPORATION COMCOM30231G102621,500SH SOLE 001,500
FIFTH THIRD BANCORP COMCOM316773100381,385SH SOLE 001,385
FOOT LOCKER INC COMCOM3448491044100SH SOLE 00100
GARRETT MOTION INC COMCOM36650510501SH SOLE 001
GENERAL ELECTRIC CO COMCOM369604103010SH SOLE 0010
GENUINE PARTS CO COMCOM3724601051095SH SOLE 0095
HEMP INC COMCOM42370320601,000SH SOLE 001,000
HONEYWELL INTERNATIONAL INC COMCOM438516106419SH SOLE 0019
HUMANA INC COMCOM4448591022357SH SOLE 0057
INTEL CORP COMCOM45814010018370SH SOLE 00370
INTERNATIONAL BUS MACH CORP COMCOM45920010114112SH SOLE 00112
JP MORGAN CHASE & CO COMCOM46625H10022175SH SOLE 00175
JOHNSON & JOHNSON COMCOM478160104134850SH SOLE 00850
KROGER CO COMCOM50104410130945SH SOLE 00945
LIBERTY BROADBAND CORP COMCOM53030710721136SH SOLE 00136
LIBERTY BROADBAND CORP COMCOM53030730561385SH SOLE 00385
LIBERTY MEDIA CORPORATION COMCOM53122940924546SH SOLE 00546
LIBERTY MEDIA CORPORATION COMCOM53122960734792SH SOLE 00792
LIBERTY MEDIA CORPORATION COMCOM5312298548198SH SOLE 00198
LIBERTY MEDIA CORPORATION COMCOM5312298705136SH SOLE 00136
ELI LILLY AND COMPANY COMCOM5324571081480SH SOLE 0080
MCDONALD'S CORPORATION COMCOM5801351011882SH SOLE 0082
MEDICAL MARIJUANA INC COMCOM58463A10501,000SH SOLE 001,000
MERCK & CO INC COMCOM58933Y10561745SH SOLE 00745
MICROSOFT CORP COMCOM594918104137614SH SOLE 00614
MONSTER BEVERAGE CORP COMCOM61174X10925270SH SOLE 00270
MOUNTAIN PROVINCE DIAMONDS INC COMCOM62426E4020195SH SOLE 00195
NETFLIX INC COMCOM64110L1061528SH SOLE 0028
NORFOLK SOUTHERN CORP COMCOM65584410830128SH SOLE 00128
OCCIDENTAL PETROLEUM CORP COMCOM6745991051619,300SH SOLE 009,300
OTIS WORLDWIDE CORP COMCOM68902V107831,231SH SOLE 001,231
PEPSICO INC COMCOM713448108105708SH SOLE 00708
PFIZER INC COMCOM71708110312315SH SOLE 00315
PROCTER & GAMBLE CO COMCOM74271810914,243102,365SH SOLE 00102,365
RAYTHEON TECH CORP COMCOM75513E1011782,483SH SOLE 002,483
REPLIGEN CORP COMCOM7599161093331,736SH SOLE 001,736
RESIDEO TECHNOLOGIES INC COMCOM76118Y10403SH SOLE 003
SMUCKER (JM) CO COMCOM83269640524205SH SOLE 00205
STARBUCKS CORP COMCOM85524410944414SH SOLE 00414
SYNNEX CORP COMCOM87162W100562SH SOLE 0062
TENGASCO COMCOM88033R502040SH SOLE 0040
TESLA INC COMCOM88160R1013955SH SOLE 0055
3M COMPANY COMCOM88579Y1011690SH SOLE 0090
TRAVELERS COMPANIES INC COMCOM89417E1091070SH SOLE 0070
VIATRIS INC COMCOM92556V106138SH SOLE 0038
WOLVERINE WORLD WIDE INC COMCOM97809710310326SH SOLE 00326
YUM BRANDS INC COMCOM98849810141376SH SOLE 00376
YUM CHINA HOLDINGS INC COMCOM98850P10921376SH SOLE 00376
ALCON AG COMCOMH01301128223SH SOLE 0023
KONINKLIJKE AHOLD DELHAIZE NV COMCOMN0074E105311,096SH SOLE 001,096
ALPHABET INC COM CL ACOM CL A02079K3055330SH SOLE 0030
FACEBOOK INC COM CL ACOM CL A30303M10201SH SOLE 001
MASTERCARD INCORPORATED COM CL ACOM CL A57636Q10454150SH SOLE 00150
VISA INC COM CL ACOM CL A92826C83968310SH SOLE 00310
ALPHABET INC COM CL CCOM CL C02079K1074425SH SOLE 0025
COLONY CREDIT REAL ESTATE INC COM USD0.01 CL ACOM USD0.01 CL A19625T1017969SH SOLE 00969
DYNEX CAPITAL INC COM USD0.01(POST REV SPLT)COM USD0.01(POST REV SPLT)26817Q886844,700SH SOLE 004,700
ISHARES TRUST CORE S&P SCP ETFCORE S&P SCP ETF46428780418200SH SOLE 00200
ISHARES TRUST CORE S&P500 ETFCORE S&P500 ETF4642872002,4846,617SH SOLE 006,617
ISHARES TRUST CORE US AGGBD ET ETFCORE US AGGBD ET ETF464287226433SH SOLE 0033
VANGUARD DIV APP ETFDIV APP ETF92190884412,56488,997SH SOLE 0088,997
SPDR INDEX SHARES FUNDS DJ INTL RL ETFDJ INTL RL ETF78463X8635157SH SOLE 00157
SPDR SERIES TRUST DJ REIT ETFDJ REIT ETF78464A607778SH SOLE 0078
ISHARES TRUST EAFE GRWTH ETFEAFE GRWTH ETF4642888858628,542SH SOLE 008,542
PIMCO ETF TRUST ENHANCD SHORT ETFENHANCD SHORT ETF72201R64330300SH SOLE 00300
ISHARES TRUST ESG AWARE MSCI EAFE ETFESG AWARE MSCI EAFE ETF46435G5161231,688SH SOLE 001,688
ISHARES INC ESG AWARE MSCI EM ETFESG AWARE MSCI EM ETF46434G863842,000SH SOLE 002,000
VANGUARD ESG INTL STK ETFESG INTL STK ETF9219107255088,569SH SOLE 008,569
VANGUARD ESG U.S. CORPORATE BOND ETFESG U.S. CORPORATE BOND ETF9219106911522,000SH SOLE 002,000
VANGUARD ESG US STK ETFESG US STK ETF92191073328400SH SOLE 00400
ETF MANAGERS TRUST ETFMG ALTR HRVSTETFMG ALTR HRVST26924G508152SH SOLE 0052
VANGUARD EXTEND MKT ETFEXTEND MKT ETF9229086522,02512,298SH SOLE 0012,298
SPDR SERIES TRUST FACTST INV ETFFACTST INV ETF78464A1103331,549SH SOLE 001,549
VANGUARD FTSE DEV MKT ETFFTSE DEV MKT ETF92194385813271SH SOLE 00271
VANGUARD FTSE EMR MKT ETFFTSE EMR MKT ETF92204285825500SH SOLE 00500
ISHARES TRUST GLOBAL 100 ETFGLOBAL 100 ETF4642875724,12465,548SH SOLE 0065,548
VANGUARD GROWTH ETFGROWTH ETF92290873611,88746,922SH SOLE 0046,922
VANGUARD HEALTH CAR ETFHEALTH CAR ETF92204A5042681,199SH SOLE 001,199
VANGUARD HIGH DIV YLD ETFHIGH DIV YLD ETF9219464062612,853SH SOLE 002,853
ISHARES TRUST IBOXX HI YD ETFIBOXX HI YD ETF464288513998SH SOLE 0098
VANGUARD INDUSTRIAL ETFINDUSTRIAL ETF92204A603119700SH SOLE 00700
VANGUARD INTER TERM TREAS ETFINTER TERM TREAS ETF92206C7067,751111,648SH SOLE 00111,648
SCHWAB STRATEGIC TR INTERMED-TERM US TREAS ETFINTERMED-TERM US TREAS ETF8085248549,075155,878SH SOLE 00155,878
VANGUARD INTL DVD ETFINTL DVD ETF921946810851,050SH SOLE 001,050
VANGUARD LARGE CAP ETFLARGE CAP ETF9229086374,71126,809SH SOLE 0026,809
VANGUARD MCAP GR IDXVIP ETFMCAP GR IDXVIP ETF9229085381,2525,902SH SOLE 005,902
VANGUARD MCAP VL IDXVIP ETFMCAP VL IDXVIP ETF9229085123893,266SH SOLE 003,266
VANGUARD MEGA GRWTH IND ETFMEGA GRWTH IND ETF9219108165,05624,814SH SOLE 0024,814
VANGUARD MID CAP ETFMID CAP ETF9229086292481,201SH SOLE 001,201
ISHARES TRUST MODERT ALLOC ETFMODERT ALLOC ETF4642898751633,777SH SOLE 003,777
ISHARES TRUST MSCI ACWI ETFMSCI ACWI ETF4642882572813,100SH SOLE 003,100
ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETFMSCI EAFE MIN VOL FACTOR ETF46429B68950685SH SOLE 00685
ISHARES INC MSCI GBL MIN VOL ETFMSCI GBL MIN VOL ETF46428652561633SH SOLE 00633
INVESCO EXCHANGE TRADED FUND T MSCI GBL TIMBR ETFMSCI GBL TIMBR ETF46138E5459281SH SOLE 00281
ISHARES TRUST MSCI GLOBAL IMP ETFMSCI GLOBAL IMP ETF46435G53241435SH SOLE 00435
ISHARES TRUST MSCI KLD400 SOC ETFMSCI KLD400 SOC ETF46428857083411,654SH SOLE 0011,654
ISHARES TRUST MSCI USA ESG SLC ETFMSCI USA ESG SLC ETF4642888021,57119,084SH SOLE 0019,084
ISHARES TRUST MSCI USA MIN VOL FACTOR ETFMSCI USA MIN VOL FACTOR ETF46429B6977100SH SOLE 00100
ISHARES TRUST MSCI USA QUALITY FACTOR ETFMSCI USA QUALITY FACTOR ETF46432F3393222,769SH SOLE 002,769
ISHARES TRUST NASDAQ BIOTECH ETFNASDAQ BIOTECH ETF46428755645300SH SOLE 00300
ISHARES TRUST NATIONAL MUN ETFNATIONAL MUN ETF46428841423200SH SOLE 00200
SPDR SERIES TRUST PORTFLI INTRMDIT ETFPORTFLI INTRMDIT ETF78464A6724,239128,215SH SOLE 00128,215
SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETFPORTFOLI S&P 1500 COMP STK ETF78464A80539848SH SOLE 00848
SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETFPORTFOLIO DEVLPD ETF78463X8899255SH SOLE 00255
SPDR SERIES TRUST PORTFOLIO INTRMD ETFPORTFOLIO INTRMD ETF78464A37512328SH SOLE 00328
SPDR SERIES TRUST PORTFOLIO S&P 500 ETFPORTFOLIO S&P 500 ETF78464A854922,102SH SOLE 002,102
SPDR SERIES TRUST PORTFOLIO S&P 600 SM CAP ETFPORTFOLIO S&P 600 SM CAP ETF78468R85329820SH SOLE 00820
SPDR SERIES TRUST PORTFOLIO SH TSR ETFPORTFOLIO SH TSR ETF78468R10135311,505SH SOLE 0011,505
SPDR SERIES TRUST PRTFLO S&P500 GW ETFPRTFLO S&P500 GW ETF78464A40939710SH SOLE 00710
SELECT SECTOR SPDR TRUST RL EST SEL SEC ETFRL EST SEL SEC ETF81369Y86015400SH SOLE 00400
ISHARES TRUST RUS 1000 ETFRUS 1000 ETF4642876223,10314,647SH SOLE 0014,647
ISHARES TRUST RUS 1000 GRW ETFRUS 1000 GRW ETF4642876141,5866,576SH SOLE 006,576
ISHARES TRUST RUS 1000 VAL ETFRUS 1000 VAL ETF464287598535SH SOLE 0035
ISHARES TRUST RUSSELL 3000 ETFRUSSELL 3000 ETF4642876893241,451SH SOLE 001,451
ISHARES TRUST S&P 100 ETFS&P 100 ETF4642871011,0065,862SH SOLE 005,862
VANGUARD S&P 500 ETF SHSS&P 500 ETF SHS9229083632,8018,150SH SOLE 008,150
ISHARES TRUST S&P 500 GRWT ETFS&P 500 GRWT ETF4642873095188,116SH SOLE 008,116
ISHARES TRUST S&P 500 VAL ETFS&P 500 VAL ETF46428740843336SH SOLE 00336
SPDR SERIES TRUST S&P DIVID ETFS&P DIVID ETF78464A763219SH SOLE 0019
ISHARES TRUST S&P MC 400GR ETFS&P MC 400GR ETF46428760671985SH SOLE 00985
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFS&P500 EQL WGT ETF46137V3576,16248,317SH SOLE 0048,317
INVESCO EXCHANGE TRADED FUND T S&P500 LOW VOL ETFS&P500 LOW VOL ETF46138E3542334,143SH SOLE 004,143
SELECT SECTOR SPDR TRUST SBI CONS DISCR ETFSBI CONS DISCR ETF81369Y407320SH SOLE 0020
SELECT SECTOR SPDR TRUST SBI CONS STPLS ETFSBI CONS STPLS ETF81369Y3083204,740SH SOLE 004,740
SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETFSBI HEALTHCARE ETF81369Y20937329SH SOLE 00329
SELECT SECTOR SPDR TRUST SBI INT-INDS ETFSBI INT-INDS ETF81369Y70431350SH SOLE 00350
VANGUARD SHORT TERM TREAS ETFSHORT TERM TREAS ETF92206C1021,31821,397SH SOLE 0021,397
VANGUARD SHORT TRM BOND ETFSHORT TRM BOND ETF92193782711,264135,874SH SOLE 00135,874
SCHWAB STRATEGIC TR SHORT-TERM US TREASURY ETFSHORT-TERM US TREASURY ETF8085248621,72433,540SH SOLE 0033,540
ISHARES TRUST SHRT NAT MUN ETFSHRT NAT MUN ETF46428815827250SH SOLE 00250
FIRST TRUST PORTFOLIOS SHS ETFSHS ETF3373451023652,645SH SOLE 002,645
VANGUARD SMALL CP ETFSMALL CP ETF9229087513651,873SH SOLE 001,873
VANGUARD SML CP GRW ETFSML CP GRW ETF922908595213796SH SOLE 00796
INVESCO EXCHANGE TRADED FUND T SOLAR ETFSOLAR ETF46138G70610100SH SOLE 00100
VANGUARD STAR FD TL INTL STK F ETFSTAR FD TL INTL STK F ETF921909768575SH SOLE 0075
FLEXSHARES TRUST STOX ESG INDEX ETFSTOX ESG INDEX ETF33939L6969100SH SOLE 00100
VANGUARD STRM INFPROIDX ETFSTRM INFPROIDX ETF9220208056,167120,681SH SOLE 00120,681
INVESCO EXCHANGE TRADED FUND T TAXABLE MUN BD ETFTAXABLE MUN BD ETF46138G80517500SH SOLE 00500
VANGUARD TAX-EXEMPT BOND INDEX FUND ETFTAX-EXEMPT BOND INDEX FUND ETF92290774639712SH SOLE 00712
ISHARES TRUST TIPS BD ETFTIPS BD ETF4642871762,81522,053SH SOLE 0022,053
VANGUARD TOTAL STK MKT ETFTOTAL STK MKT ETF9229087691,7859,173SH SOLE 009,173
SPDR S&P500 ETF TRUST TR UNIT ETFTR UNIT ETF78462F1032,7407,327SH SOLE 007,327
VANGUARD TT WRLD ST ETFTT WRLD ST ETF9220427428739,428SH SOLE 009,428
INVESCO QQQ TRUST UNIT SER 1 ETFUNIT SER 1 ETF46090E1034,50814,367SH SOLE 0014,367
CARNIVAL CORP UNITSUNITS1436583002104SH SOLE 00104
GLOBAL X FDS US INFR DEV ETFUS INFR DEV ETF37954Y67311500SH SOLE 00500
SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETFUS LARGE-CAP GROWTH ETF8085243001,48011,522SH SOLE 0011,522
SCHWAB STRATEGIC TR US SMALL-CAP ETFUS SMALL-CAP ETF80852460772814SH SOLE 00814
SCHWAB STRATEGIC TR US TIPS ETFUS TIPS ETF8085248709,930159,959SH SOLE 00159,959
ISHARES TRUST US TREAS BD ETFUS TREAS BD ETF46429B2672077,606SH SOLE 007,606
VANGUARD UTILITIES ETFUTILITIES ETF92204A87662454SH SOLE 00454