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Clear Perspectives Financial Planning

Filed: 6 May 21, 10:56am

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

OMB APPROVAL
OMB Number:3235-0006
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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 ETF46434V10058711,338SH SOLE 0011,338
ISHARES TRUST 1 3 YR TREAS BD ETF1 3 YR TREAS BD ETF4642874571511,745SH SOLE 001,745
SCHWAB STRATEGIC TR 1 5YR CORP BD ETF1 5YR CORP BD ETF8085247143947,722SH SOLE 007,722
PIMCO ETF TRUST 1-5 US TIP IDX ETF1-5 US TIP IDX ETF72201R2053,35261,123SH SOLE 0061,123
ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD1-5 YEAR INVT GRADE CORP ETF464288646751,375SH SOLE 001,375
ISHARES TRUST 20 YR TR BD ETF20 YR TR BD ETF46428743217125SH SOLE 00125
ISHARES TRUST 3 7 YR TREAS BD ETF3 7 YR TREAS BD ETF4642886612,46618,983SH SOLE 0018,983
PIMCO ETF TRUST ACTIVE BD ETFACTIVE BD ETF72201R77544400SH SOLE 00400
UNILEVER PLC ADR SPONSOREDADR SPONSORED90476770412210SH SOLE 00210
TENCENT HOLDINGS LIMITED ADR UNSPONSOREDADR UNSPONSORED88032Q109801,005SH SOLE 001,005
ISHARES TRUST AGGRES ALLOC ETFAGGRES ALLOC ETF4642898594747,086SH SOLE 007,086
VANGUARD ALLWRLD EX US ETFALLWRLD EX US ETF9220427758125SH SOLE 00125
SPDR SERIES TRUST BLOMBERG 1 10 YR ETFBLOMBERG 1 10 YR ETF78468R8617,161343,140SH SOLE 00343,140
3M COMPANY COMCOM88579Y1011790SH SOLE 0090
ADAMS DIVERSIFIED EQUITY FD COMCOM0062121048456SH SOLE 00456
AMAZON COM INC COMCOM02313510610835SH SOLE 0035
AMGEN INC COMCOM0311621002290SH SOLE 0090
APPLE INC COMCOM03783310025204SH SOLE 00204
AT&T INC COMCOM00206R102301,000SH SOLE 001,000
BARRICK GOLD CORPORATION COMCOM0679011083164SH SOLE 00164
BOOKING HOLDINGS INC COMCOM09857L1084017SH SOLE 0017
BRIGHTHOUSE FINL INC COMCOM10922N10301SH SOLE 001
CANOPY GROWTH CORPORATION COMCOM13803510023719SH SOLE 00719
CARRIER GLOBAL CORPORATION COMCOM14448C1041032,442SH SOLE 002,442
CENTENE CORPORATION COMCOM15135B1012634,118SH SOLE 004,118
CIENA CORP COMCOM171779309116SH SOLE 0016
CIGNA CORPORATION COMCOM125523100415SH SOLE 0015
CINCINNATI FINANCIAL CORP COMCOM17206210168655SH SOLE 00655
CISCO SYSTEMS INC COMCOM17275R102701,345SH SOLE 001,345
CITIGROUP INC COMCOM172967424117SH SOLE 0017
CONCENTRIX CORPORATION COMCOM20602D101962SH SOLE 0062
COSTCO WHOLESALE CORP COMCOM22160K1051850SH SOLE 0050
DISCOVERY INC COMCOM25470F10422509SH SOLE 00509
DISCOVERY INC COMCOM25470F30229777SH SOLE 00777
DOMINION ENERGY INC COMCOM25746U10919245SH SOLE 00245
DUKE ENERGY CORP COMCOM26441C204326SH SOLE 0026
ELI LILLY AND COMPANY COMCOM5324571081580SH SOLE 0080
EXPEDIA GROUP INC COMCOM30212P3031377SH SOLE 0077
EXXON MOBIL CORPORATION COMCOM30231G102841,500SH SOLE 001,500
FIFTH THIRD BANCORP COMCOM31677310027715SH SOLE 00715
FOOT LOCKER INC COMCOM3448491046100SH SOLE 00100
GARRETT MOTION INC COMCOM36650510501SH SOLE 001
GENERAL ELECTRIC CO COMCOM369604103010SH SOLE 0010
GENUINE PARTS CO COMCOM3724601051195SH SOLE 0095
HELIUS MEDICAL TECH INC COMCOM42328V60301SH SOLE 001
HEMP INC COMCOM42370320601,000SH SOLE 001,000
HONEYWELL INTERNATIONAL INC COMCOM438516106419SH SOLE 0019
HUMANA INC COMCOM4448591022457SH SOLE 0057
INTEL CORP COMCOM45814010024370SH SOLE 00370
INTERNATIONAL BUS MACH CORP COMCOM45920010115112SH SOLE 00112
JOHNSON & JOHNSON COMCOM478160104140850SH SOLE 00850
JP MORGAN CHASE & CO COMCOM46625H10027175SH SOLE 00175
KONINKLIJKE AHOLD DELHAIZE NV COMCOMN0074E105321,096SH SOLE 001,096
KROGER CO COMCOM50104410134945SH SOLE 00945
LIBERTY BROADBAND CORP COMCOM53030710720136SH SOLE 00136
LIBERTY BROADBAND CORP COMCOM53030730558385SH SOLE 00385
LIBERTY MEDIA CORPORATION COMCOM53122940924546SH SOLE 00546
LIBERTY MEDIA CORPORATION COMCOM53122960735792SH SOLE 00792
LIBERTY MEDIA CORPORATION COMCOM5312298549198SH SOLE 00198
LIBERTY MEDIA CORPORATION COMCOM5312298705136SH SOLE 00136
MCDONALD'S CORPORATION COMCOM5801351011882SH SOLE 0082
MEDICAL MARIJUANA INC COMCOM58463A10501,000SH SOLE 001,000
MERCK & CO INC COMCOM58933Y10557745SH SOLE 00745
MICROSOFT CORP COMCOM594918104145614SH SOLE 00614
MONSTER BEVERAGE CORP COMCOM61174X10925270SH SOLE 00270
MOUNTAIN PROVINCE DIAMONDS INC COMCOM62426E4020195SH SOLE 00195
NETFLIX INC COMCOM64110L1061528SH SOLE 0028
NORFOLK SOUTHERN CORP COMCOM65584410834128SH SOLE 00128
OCCIDENTAL PETROLEUM CORP COMCOM6745991052489,300SH SOLE 009,300
OTIS WORLDWIDE CORP COMCOM68902V107841,231SH SOLE 001,231
PEPSICO INC COMCOM713448108100708SH SOLE 00708
PFIZER INC COMCOM71708110311315SH SOLE 00315
PROCTER & GAMBLE CO COMCOM74271810912,91895,387SH SOLE 0095,387
RAYTHEON TECH CORP COMCOM75513E1011922,483SH SOLE 002,483
REPLIGEN CORP COMCOM7599161092791,436SH SOLE 001,436
RESIDEO TECHNOLOGIES INC COMCOM76118Y10403SH SOLE 003
RILEY EXPLORATION COMCOM76665T10204SH SOLE 004
SMUCKER (JM) CO COMCOM83269640526205SH SOLE 00205
STARBUCKS CORP COMCOM85524410945414SH SOLE 00414
SYNNEX CORP COMCOM87162W100762SH SOLE 0062
TESLA INC COMCOM88160R1013755SH SOLE 0055
TRAVELERS COMPANIES INC COMCOM89417E1091170SH SOLE 0070
VIATRIS INC COMCOM92556V106138SH SOLE 0038
WALT DISNEY COMPANY (THE) COMCOM25468710618SH SOLE 008
WOLVERINE WORLD WIDE INC COMCOM97809710312326SH SOLE 00326
YUM BRANDS INC COMCOM98849810141376SH SOLE 00376
YUM CHINA HOLDINGS INC COMCOM98850P10922376SH SOLE 00376
ALPHABET INC COM CL ACOM CL A02079K3056230SH SOLE 0030
FACEBOOK INC COM CL ACOM CL A30303M10201SH SOLE 001
MASTERCARD INCORPORATED COM CL ACOM CL A57636Q10453150SH SOLE 00150
VISA INC COM CL ACOM CL A92826C83966310SH SOLE 00310
ALPHABET INC COM CL CCOM CL C02079K1075225SH SOLE 0025
COLONY CREDIT REAL ESTATE INC COM USD0.01 CL ACOM USD0.01 CL A19625T1018969SH SOLE 00969
DYNEX CAPITAL INC COM USD0.01(POST REV SPLT)COM USD0.01(POST REV SPLT)26817Q886894,700SH SOLE 004,700
ISHARES TRUST CORE S&P SCP ETFCORE S&P SCP ETF46428780422200SH SOLE 00200
ISHARES TRUST CORE S&P500 ETFCORE S&P500 ETF4642872002,5906,511SH SOLE 006,511
ISHARES TRUST CORE US AGGBD ET ETFCORE US AGGBD ET ETF464287226433SH SOLE 0033
VANGUARD DIV APP ETFDIV APP ETF92190884412,79386,978SH SOLE 0086,978
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 ETF4642888858108,061SH SOLE 008,061
PIMCO ETF TRUST ENHANCD SHORT ETFENHANCD SHORT ETF72201R64330300SH SOLE 00300
ISHARES TRUST ESG AWARE 1 TO 5 YEAR USD CESG AWARE 1 TO 5 YEAR USD C46435G24310400SH SOLE 00400
ISHARES TRUST ESG AWARE MSCI EAFE ETFESG AWARE MSCI EAFE ETF46435G5161471,938SH SOLE 001,938
ISHARES INC ESG AWARE MSCI EM ETFESG AWARE MSCI EM ETF46434G863962,225SH SOLE 002,225
VANGUARD ESG INTL STK ETFESG INTL STK ETF92191072562410,164SH SOLE 0010,164
VANGUARD ESG US STK ETFESG US STK ETF92191073330400SH SOLE 00400
ETF MANAGERS TRUST ETFMG ALTR HRVSTETFMG ALTR HRVST26924G508152SH SOLE 0052
VANGUARD EXTEND MKT ETFEXTEND MKT ETF9229086523,17517,948SH SOLE 0017,948
VANGUARD FTSE DEV MKT ETFFTSE DEV MKT ETF92194385813271SH SOLE 00271
VANGUARD FTSE EMR MKT ETFFTSE EMR MKT ETF92204285833625SH SOLE 00625
ISHARES TRUST GLOBAL 100 ETFGLOBAL 100 ETF4642875724,10462,172SH SOLE 0062,172
VANGUARD GROWTH ETFGROWTH ETF92290873612,12947,189SH SOLE 0047,189
VANGUARD HEALTH CAR ETFHEALTH CAR ETF92204A5042461,074SH SOLE 001,074
VANGUARD HIGH DIV YLD ETFHIGH DIV YLD ETF9219464062892,856SH SOLE 002,856
ISHARES TRUST IBOXX HI YD ETFIBOXX HI YD ETF464288513998SH SOLE 0098
VANGUARD INDUSTRIAL ETFINDUSTRIAL ETF92204A603132700SH SOLE 00700
VANGUARD INTER TERM TREAS ETFINTER TERM TREAS ETF92206C70640593SH SOLE 00593
VANGUARD INTL DVD ETFINTL DVD ETF9219468101722,074SH SOLE 002,074
SCHWAB STRATEGIC TR INTRM TRM TRES ETFINTRM TRM TRES ETF8085248545,744101,830SH SOLE 00101,830
VANGUARD LARGE CAP ETFLARGE CAP ETF9229086374,93726,644SH SOLE 0026,644
VANGUARD MCAP GR IDXVIP ETFMCAP GR IDXVIP ETF9229085381,2455,802SH SOLE 005,802
VANGUARD MCAP VL IDXVIP ETFMCAP VL IDXVIP ETF9229085124473,315SH SOLE 003,315
VANGUARD MEGA GRWTH IND ETFMEGA GRWTH IND ETF9219108162,56112,367SH SOLE 0012,367
VANGUARD MID CAP ETFMID CAP ETF9229086292931,322SH SOLE 001,322
ISHARES TRUST MODERT ALLOC ETFMODERT ALLOC ETF4642898751754,014SH SOLE 004,014
ISHARES TRUST MSCI ACWI ETFMSCI ACWI ETF4642882572662,800SH SOLE 002,800
ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETFMSCI EAFE MIN VOL FACTOR ETF46429B68943585SH SOLE 00585
ISHARES INC MSCI GBL MIN VOL ETFMSCI GBL MIN VOL ETF46428652562628SH SOLE 00628
INVESCO EXCHANGE TRADED FUND T MSCI GBL TIMBR ETFMSCI GBL TIMBR ETF46138E54510281SH SOLE 00281
ISHARES TRUST MSCI GLOBAL IMP ETFMSCI GLOBAL IMP ETF46435G53241435SH SOLE 00435
ISHARES TRUST MSCI KLD400 SOC ETFMSCI KLD400 SOC ETF46428857089011,654SH SOLE 0011,654
ISHARES TRUST MSCI USA ESG SLC ETFMSCI USA ESG SLC ETF4642888021,67619,084SH 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 ETF46432F3393002,467SH SOLE 002,467
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 ETF78464A67247814,915SH SOLE 0014,915
SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETFPORTFOLI S&P 1500 COMP STK ETF78464A80542848SH 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 ETF78464A854982,102SH SOLE 002,102
SPDR SERIES TRUST PORTFOLIO S&P 600 SM CAP ETFPORTFOLIO S&P 600 SM CAP ETF78468R85335820SH SOLE 00820
SPDR SERIES TRUST PORTFOLIO SH TSR ETFPORTFOLIO SH TSR ETF78468R10132710,655SH SOLE 0010,655
SPDR SERIES TRUST PRTFLO S&P500 GW ETFPRTFLO S&P500 GW ETF78464A40940710SH SOLE 00710
SELECT SECTOR SPDR TRUST RL EST SEL SEC ETFRL EST SEL SEC ETF81369Y86016400SH SOLE 00400
ISHARES TRUST RUS 1000 ETFRUS 1000 ETF4642876223,27914,647SH SOLE 0014,647
ISHARES TRUST RUS 1000 GRW ETFRUS 1000 GRW ETF4642876141,5476,366SH SOLE 006,366
ISHARES TRUST RUS 1000 VAL ETFRUS 1000 VAL ETF46428759881535SH SOLE 00535
ISHARES TRUST RUSSELL 3000 ETFRUSSELL 3000 ETF4642876893331,403SH SOLE 001,403
ISHARES TRUST S&P 100 ETFS&P 100 ETF4642871011,0545,862SH SOLE 005,862
VANGUARD S&P 500 ETF SHSS&P 500 ETF SHS9229083632,8347,780SH SOLE 007,780
ISHARES TRUST S&P 500 GRWT ETFS&P 500 GRWT ETF4642873094637,116SH SOLE 007,116
ISHARES TRUST S&P 500 VAL ETFS&P 500 VAL ETF46428740847336SH SOLE 00336
SPDR SERIES TRUST S&P DIVID ETFS&P DIVID ETF78464A763219SH SOLE 0019
ISHARES TRUST S&P MC 400GR ETFS&P MC 400GR ETF46428760677985SH SOLE 00985
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFS&P500 EQL WGT ETF46137V35713,89398,074SH SOLE 0098,074
INVESCO EXCHANGE TRADED FUND T S&P500 LOW VOL ETFS&P500 LOW VOL ETF46138E3542414,143SH 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 ETF81369Y30811165SH SOLE 00165
SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETFSBI HEALTHCARE ETF81369Y20938329SH SOLE 00329
SELECT SECTOR SPDR TRUST SBI INT-INDS ETFSBI INT-INDS ETF81369Y70434350SH SOLE 00350
VANECK VECTORS ETF TRUST SHORT MUNI ETFSHORT MUNI ETF92189F528925,125SH SOLE 005,125
VANGUARD SHORT TERM TREAS ETFSHORT TERM TREAS ETF92206C1021,22519,907SH SOLE 0019,907
ISHARES TRUST SHRT NAT MUN ETFSHRT NAT MUN ETF46428815827250SH SOLE 00250
VANGUARD SHRT TRM CORP BD ETFSHRT TRM CORP BD ETF92206C40910,150123,030SH SOLE 00123,030
FIRST TRUST PORTFOLIOS SHS ETFSHS ETF3373451023812,645SH SOLE 002,645
SCHWAB STRATEGIC TR SHT TM US TRES ETFSHT TM US TRES ETF8085248621,19823,350SH SOLE 0023,350
VANGUARD SM CP VAL ETFSM CP VAL ETF92290861150300SH SOLE 00300
VANGUARD SMALL CP ETFSMALL CP ETF9229087513861,804SH SOLE 001,804
VANGUARD SML CP GRW ETFSML CP GRW ETF9229085953131,141SH SOLE 001,141
INVESCO EXCHANGE TRADED FUND T SOLAR ETFSOLAR ETF46138G70618195SH SOLE 00195
VANGUARD STAR FD TL INTL STK F ETFSTAR FD TL INTL STK F ETF921909768575SH SOLE 0075
FLEXSHARES TRUST STOX ESG INDEX ETFSTOX ESG INDEX ETF33939L69610100SH SOLE 00100
VANGUARD STRM INFPROIDX ETFSTRM INFPROIDX ETF92202080522,090428,597SH SOLE 00428,597
VANGUARD TAX EXEMPT BD ETFTAX EXEMPT BD ETF92290774639712SH SOLE 00712
ISHARES TRUST TIPS BD ETFTIPS BD ETF4642871762,58720,612SH SOLE 0020,612
VANGUARD TOTAL STK MKT ETFTOTAL STK MKT ETF9229087691,8869,124SH SOLE 009,124
SPDR S&P500 ETF TRUST TR UNIT ETFTR UNIT ETF78462F1032,8337,148SH SOLE 007,148
VANGUARD TT WRLD ST ETFTT WRLD ST ETF9220427421,16311,950SH SOLE 0011,950
INVESCO QQQ TRUST UNIT SER 1 ETFUNIT SER 1 ETF46090E1032,6058,162SH SOLE 008,162
CARNIVAL CORP UNITSUNITS1436583003104SH SOLE 00104
GLOBAL X FDS US INFR DEV ETFUS INFR DEV ETF37954Y67313500SH SOLE 00500
SCHWAB STRATEGIC TR US LCAP GR ETFUS LCAP GR ETF8085243001,43911,087SH SOLE 0011,087
SCHWAB STRATEGIC TR US SML CAP ETFUS SML CAP ETF80852460781814SH SOLE 00814
SCHWAB STRATEGIC TR US TIPS ETFUS TIPS ETF8085248709,582156,669SH SOLE 00156,669
ISHARES TRUST US TREAS BD ETFUS TREAS BD ETF46429B267451,700SH SOLE 001,700
VANGUARD UTILITIES ETFUTILITIES ETF92204A87663450SH SOLE 00450
VANGUARD VALUE ETFVALUE ETF9229087442,04615,561SH SOLE 0015,561
OCCIDENTAL PETROLEUM CORP WARRANTWARRANT6745991627568SH SOLE 00568