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Clear Perspectives Financial Planning

Filed: 5 Aug 21, 9:50am

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
3M COMPANY COMCOM88579Y1011890SH SOLE 0090
ADAMS DIVERSIFIED EQUITY FD COMCOM0062121049456SH SOLE 00456
ALPHABET INC COM CL ACOM CL A02079K3057330SH SOLE 0030
ALPHABET INC COM CL CCOM CL C02079K1076325SH SOLE 0025
AMAZON COM INC COMCOM02313510612035SH SOLE 0035
AMGEN INC COMCOM0311621002290SH SOLE 0090
APPLE INC COMCOM03783310028204SH SOLE 00204
AT&T INC COMCOM00206R102351,220SH SOLE 001,220
BARRICK GOLD CORPORATION COMCOM0679011083164SH SOLE 00164
BCE INC COMCOM05534B76017350SH SOLE 00350
BOOKING HOLDINGS INC COMCOM09857L1083717SH SOLE 0017
BRIGHTHOUSE FINL INC COMCOM10922N10301SH SOLE 001
BRIGHTSPIRE CAPITAL INC COM USD0.01 CL ACOM USD0.01 CL A10949T1099969SH SOLE 00969
CANOPY GROWTH CORPORATION COMCOM13803510017719SH SOLE 00719
CARNIVAL CORP UNITSUNITS1436583003104SH SOLE 00104
CARRIER GLOBAL CORPORATION COMCOM14448C1041192,442SH SOLE 002,442
CEMEX S.A.B. DE C.V. ADR SPONSOREDADR SPONSORED151290889131,500SH SOLE 001,500
CENTENE CORPORATION COMCOM15135B1013004,118SH SOLE 004,118
CHEVRON CORPORATION COMCOM16676410099942SH SOLE 00942
CIENA CORP COMCOM171779309116SH SOLE 0016
CIGNA CORPORATION COMCOM125523100415SH SOLE 0015
CINCINNATI FINANCIAL CORP COMCOM17206210176655SH SOLE 00655
CISCO SYSTEMS INC COMCOM17275R102711,345SH SOLE 001,345
CITIGROUP INC COMCOM172967424117SH SOLE 0017
COMCAST CORP COM CL ACOM CL A20030N101781,374SH SOLE 001,374
COMPASS DIVERSIFIED COMCOM20451Q10418700SH SOLE 00700
CONCENTRIX CORPORATION COMCOM20602D1011062SH SOLE 0062
COSTCO WHOLESALE CORP COMCOM22160K1052050SH SOLE 0050
DISCOVERY INC COMCOM25470F10416509SH SOLE 00509
DOMINION ENERGY INC COMCOM25746U10918245SH SOLE 00245
DUKE ENERGY CORP COMCOM26441C204326SH SOLE 0026
ELI LILLY AND COMPANY COMCOM5324571081880SH SOLE 0080
ETF MANAGERS TRUST ETFMG ALTR HRVSTETFMG ALTR HRVST26924G508152SH SOLE 0052
EXPEDIA GROUP INC COMCOM30212P3031377SH SOLE 0077
EXXON MOBIL CORPORATION COMCOM30231G102951,500SH SOLE 001,500
FACEBOOK INC COM CL ACOM CL A30303M10201SH SOLE 001
FIFTH THIRD BANCORP COMCOM316773100541,415SH SOLE 001,415
FIRST TRUST EXCHANGE-TRADED FU FST TR GLB FD ETFFST TR GLB FD ETF33739H1012,771117,165SH SOLE 00117,165
FIRST TRUST PORTFOLIOS SHS ETFSHS ETF3373451024162,615SH SOLE 002,615
FOOT LOCKER INC COMCOM3448491046100SH SOLE 00100
GARRETT MOTION INC COMCOM36650510501SH SOLE 001
GENERAL ELECTRIC CO COMCOM369604103010SH SOLE 0010
GENERAL MOTORS CO COMCOM37045V10021350SH SOLE 00350
GENUINE PARTS CO COMCOM3724601051295SH SOLE 0095
GLAXOSMITHKLINE ADR SPONSOREDADR SPONSORED37733W1059227SH SOLE 00227
GLOBAL X FDS US INFR DEV ETFUS INFR DEV ETF37954Y673893,466SH SOLE 003,466
HELIUS MEDICAL TECH INC COM CL ACOM CL A42328V60301SH SOLE 001
HEMP INC COMCOM42370320601,000SH SOLE 001,000
HONEYWELL INTERNATIONAL INC COMCOM438516106419SH SOLE 0019
HUMANA INC COMCOM4448591022557SH SOLE 0057
INTEL CORP COMCOM458140100601,070SH SOLE 001,070
INTERNATIONAL BUS MACH CORP COMCOM45920010116112SH SOLE 00112
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFS&P500 EQL WGT ETF46137V35717,605116,800SH SOLE 00116,800
INVESCO EXCHANGE TRADED FUND T MSCI GBL TIMBR ETFMSCI GBL TIMBR ETF46138E54511281SH SOLE 00281
INVESCO EXCHANGE TRADED FUND T OPTIMUM YIELD ETFOPTIMUM YIELD ETF46090F10021110,500SH SOLE 0010,500
INVESCO EXCHANGE TRADED FUND T S&P500 LOW VOL ETFS&P500 LOW VOL ETF46138E3542524,143SH SOLE 004,143
INVESCO EXCHANGE TRADED FUND T SOLAR ETFSOLAR ETF46138G70617195SH SOLE 00195
INVESCO QQQ TRUST UNIT SER 1 ETFUNIT SER 1 ETF46090E1032,8858,140SH SOLE 008,140
ISHARES INC ESG AWARE MSCI EM ETFESG AWARE MSCI EM ETF46434G8631733,828SH SOLE 003,828
ISHARES INC MSCI GBL MIN VOL ETFMSCI GBL MIN VOL ETF46428652565628SH SOLE 00628
ISHARES TRUST 0-5 YR TIPS ETF0-5 YR TIPS ETF46429B7476,16057,945SH SOLE 0057,945
ISHARES TRUST 0-5YR INVT GR CP ETF0-5YR INVT GR CP ETF46434V10064212,389SH SOLE 0012,389
ISHARES TRUST 1 3 YR TREAS BD ETF1 3 YR TREAS BD ETF4642874571501,745SH SOLE 001,745
ISHARES TRUST 3 7 YR TREAS BD ETF3 7 YR TREAS BD ETF4642886611,76813,545SH SOLE 0013,545
ISHARES TRUST AGGRES ALLOC ETFAGGRES ALLOC ETF4642898593975,623SH SOLE 005,623
ISHARES TRUST CORE MSCI EAFE ETFCORE MSCI EAFE ETF46432F842346SH SOLE 0046
ISHARES TRUST CORE S&P SCP ETFCORE S&P SCP ETF46428780427243SH SOLE 00243
ISHARES TRUST CORE S&P500 ETFCORE S&P500 ETF4642872002,7836,472SH SOLE 006,472
ISHARES TRUST CORE US AGGBD ET ETFCORE US AGGBD ET ETF464287226653SH SOLE 0053
ISHARES TRUST EAFE GRWTH ETFEAFE GRWTH ETF4642888857957,408SH SOLE 007,408
ISHARES TRUST EAFE SML CP ETFEAFE SML CP ETF464288273226SH SOLE 0026
ISHARES TRUST EAFE VALUE ETFEAFE VALUE ETF464288877232SH SOLE 0032
ISHARES TRUST ESG AWARE MSCI EAFE ETFESG AWARE MSCI EAFE ETF46435G5162192,774SH SOLE 002,774
ISHARES TRUST GLOBAL 100 ETFGLOBAL 100 ETF4642875724,34461,195SH SOLE 0061,195
ISHARES TRUST IBOXX HI YD ETFIBOXX HI YD ETF464288513998SH SOLE 0098
ISHARES TRUST ISHARES BIOTECHNOLOGY ETFISHARES BIOTECHNOLOGY ETF46428755649300SH SOLE 00300
ISHARES TRUST MODERT ALLOC ETFMODERT ALLOC ETF4642898751703,764SH SOLE 003,764
ISHARES TRUST MSCI ACWI ETFMSCI ACWI ETF4642882572832,800SH SOLE 002,800
ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETFMSCI EAFE MIN VOL FACTOR ETF46429B68929385SH SOLE 00385
ISHARES TRUST MSCI GLOBAL IMP ETFMSCI GLOBAL IMP ETF46435G53243435SH SOLE 00435
ISHARES TRUST MSCI KLD400 SOC ETFMSCI KLD400 SOC ETF4642885701,06112,810SH SOLE 0012,810
ISHARES TRUST MSCI USA ESG SLC ETFMSCI USA ESG SLC ETF4642888021,91320,020SH SOLE 0020,020
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 ETF46432F33985641SH SOLE 00641
ISHARES TRUST NATIONAL MUN ETFNATIONAL MUN ETF46428841423200SH SOLE 00200
ISHARES TRUST RUS 1000 ETFRUS 1000 ETF4642876223,51214,508SH SOLE 0014,508
ISHARES TRUST RUS 1000 GRW ETFRUS 1000 GRW ETF4642876141,6996,259SH SOLE 006,259
ISHARES TRUST RUS 1000 VAL ETFRUS 1000 VAL ETF4642875988545,386SH SOLE 005,386
ISHARES TRUST RUSSELL 3000 ETFRUSSELL 3000 ETF4642876893591,403SH SOLE 001,403
ISHARES TRUST S&P 100 ETFS&P 100 ETF4642871011,1505,862SH SOLE 005,862
ISHARES TRUST S&P 500 GRWT ETFS&P 500 GRWT ETF4642873094706,466SH SOLE 006,466
ISHARES TRUST S&P 500 VAL ETFS&P 500 VAL ETF46428740850336SH SOLE 00336
ISHARES TRUST S&P MC 400GR ETFS&P MC 400GR ETF46428760680985SH SOLE 00985
ISHARES TRUST SHRT NAT MUN ETFSHRT NAT MUN ETF46428815865600SH SOLE 00600
ISHARES TRUST TIPS BD ETFTIPS BD ETF4642871762,45019,137SH SOLE 0019,137
ISHARES TRUST US TREAS BD ETFUS TREAS BD ETF46429B26711400SH SOLE 00400
JOHNSON & JOHNSON COMCOM478160104140850SH SOLE 00850
JP MORGAN CHASE & CO COMCOM46625H10027175SH SOLE 00175
KIMBERLY CLARK CORP COMCOM49436810317126SH SOLE 00126
KONINKLIJKE AHOLD DELHAIZE NV COMCOMN0074E105321,096SH SOLE 001,096
KROGER CO COMCOM50104410136945SH SOLE 00945
LIBERTY BROADBAND CORP COMCOM53030710723136SH SOLE 00136
LIBERTY BROADBAND CORP COMCOM53030730567385SH SOLE 00385
LIBERTY MEDIA CORPORATION COMCOM53122940925546SH SOLE 00546
LIBERTY MEDIA CORPORATION COMCOM53122960737792SH SOLE 00792
LIBERTY MEDIA CORPORATION COMCOM53122985410198SH SOLE 00198
LIBERTY MEDIA CORPORATION COMCOM5312298706136SH SOLE 00136
MASTERCARD INCORPORATED COM CL ACOM CL A57636Q10455150SH SOLE 00150
MCDONALD'S CORPORATION COMCOM5801351011982SH SOLE 0082
MEDICAL MARIJUANA INC COMCOM58463A10501,000SH SOLE 001,000
MERCK & CO INC COMCOM58933Y10558745SH SOLE 00745
METLIFE INC COMCOM59156R10821350SH SOLE 00350
MICROSOFT CORP COMCOM594918104166614SH SOLE 00614
MONARCH CEMENT COMPANY COMCOM60903130722200SH SOLE 00200
MONSTER BEVERAGE CORP COMCOM61174X10925270SH SOLE 00270
MOUNTAIN PROVINCE DIAMONDS INC COMCOM62426E4020195SH SOLE 00195
NETFLIX INC COMCOM64110L1061528SH SOLE 0028
NORFOLK SOUTHERN CORP COMCOM65584410834128SH SOLE 00128
NUVEEN ESG NUVEEN ESG LRG CAP VAL ETFNUVEEN ESG LRG CAP VAL ETF67092P3002476,538SH SOLE 006,538
ORGANON & CO COMCOM68622V106274SH SOLE 0074
OTIS WORLDWIDE CORP COMCOM68902V1071011,231SH SOLE 001,231
PALANTIR TECH INC COM CL ACOM CL A69608A108371,400SH SOLE 001,400
PEPSICO INC COMCOM713448108105708SH SOLE 00708
PFIZER INC COMCOM71708110312315SH SOLE 00315
PIMCO ETF TRUST 1-5 US TIP IDX ETF1-5 US TIP IDX ETF72201R20513,030236,656SH SOLE 00236,656
PIMCO ETF TRUST ACTIVE BD ETFACTIVE BD ETF72201R77544400SH SOLE 00400
PIMCO ETF TRUST ENHANCD SHORT ETFENHANCD SHORT ETF72201R64330300SH SOLE 00300
PROCTER & GAMBLE CO COMCOM74271810912,67993,965SH SOLE 0093,965
RAYTHEON TECH CORP COMCOM75513E1012122,483SH SOLE 002,483
REPLIGEN CORP COMCOM7599161092871,436SH SOLE 001,436
RESIDEO TECHNOLOGIES INC COMCOM76118Y10403SH SOLE 003
RILEY EXPLORATION COMCOM76665T10204SH SOLE 004
SCHWAB STRATEGIC TR 1 5YR CORP BD ETF1 5YR CORP BD ETF8085247144588,958SH SOLE 008,958
SCHWAB STRATEGIC TR INTRM TRM TRES ETFINTRM TRM TRES ETF808524854681,200SH SOLE 001,200
SCHWAB STRATEGIC TR SHT TM US TRES ETFSHT TM US TRES ETF8085248621,36726,681SH SOLE 0026,681
SCHWAB STRATEGIC TR US LCAP GR ETFUS LCAP GR ETF8085243001,1878,132SH SOLE 008,132
SCHWAB STRATEGIC TR US SML CAP ETFUS SML CAP ETF80852460785814SH SOLE 00814
SCHWAB STRATEGIC TR US TIPS ETFUS TIPS ETF8085248708,993143,871SH SOLE 00143,871
SELECT SECTOR SPDR TRUST ENERGY ETFENERGY ETF81369Y50638700SH SOLE 00700
SELECT SECTOR SPDR TRUST RL EST SEL SEC ETFRL EST SEL SEC ETF81369Y86018400SH SOLE 00400
SELECT SECTOR SPDR TRUST SBI CONS DISCR ETFSBI CONS DISCR ETF81369Y407420SH SOLE 0020
SELECT SECTOR SPDR TRUST SBI CONS STPLS ETFSBI CONS STPLS ETF81369Y30812165SH SOLE 00165
SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETFSBI HEALTHCARE ETF81369Y20941329SH SOLE 00329
SELECT SECTOR SPDR TRUST SBI INT-INDS ETFSBI INT-INDS ETF81369Y7041301,265SH SOLE 001,265
SMUCKER (JM) CO COMCOM83269640527205SH SOLE 00205
SPDR INDEX SHARES FUNDS DJ INTL RL ETFDJ INTL RL ETF78463X8636157SH SOLE 00157
SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETFPORTFOLIO DEVLPD ETF78463X8899255SH SOLE 00255
SPDR S&P500 ETF TRUST TR UNIT ETFTR UNIT ETF78462F1032,9106,798SH SOLE 006,798
SPDR SERIES TRUST BLOMBERG 1 10 YR ETFBLOMBERG 1 10 YR ETF78468R8617,640361,497SH SOLE 00361,497
SPDR SERIES TRUST DJ REIT ETFDJ REIT ETF78464A607878SH SOLE 0078
SPDR SERIES TRUST PORTFLI INTRMDIT ETFPORTFLI INTRMDIT ETF78464A67242413,096SH SOLE 0013,096
SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETFPORTFOLI S&P 1500 COMP STK ETF78464A80545848SH SOLE 00848
SPDR SERIES TRUST PORTFOLIO INTRMD ETFPORTFOLIO INTRMD ETF78464A37512328SH SOLE 00328
SPDR SERIES TRUST PORTFOLIO S&P 500 ETFPORTFOLIO S&P 500 ETF78464A854881,752SH SOLE 001,752
SPDR SERIES TRUST PORTFOLIO S&P 600 SM CAP ETFPORTFOLIO S&P 600 SM CAP ETF78468R85336820SH SOLE 00820
SPDR SERIES TRUST PORTFOLIO SH TSR ETFPORTFOLIO SH TSR ETF78468R10132610,655SH SOLE 0010,655
SPDR SERIES TRUST PRTFLO S&P500 GW ETFPRTFLO S&P500 GW ETF78464A40942668SH SOLE 00668
SPDR SERIES TRUST S&P DIVID ETFS&P DIVID ETF78464A763219SH SOLE 0019
STARBUCKS CORP COMCOM85524410946414SH SOLE 00414
SYNNEX CORP COMCOM87162W100862SH SOLE 0062
TENCENT HOLDINGS LIMITED ADR UNSPONSOREDADR UNSPONSORED88032Q109761,005SH SOLE 001,005
TESLA INC COMCOM88160R1013145SH SOLE 0045
TRAVELERS COMPANIES INC COMCOM89417E1091070SH SOLE 0070
UNILEVER PLC ADR SPONSOREDADR SPONSORED90476770412210SH SOLE 00210
US CONCRETE INC COMCOM90333L20116220SH SOLE 00220
UTD STS LIME&MINER COMCOM91192210214100SH SOLE 00100
VALERO ENERGY CORP COMCOM91913Y10022280SH SOLE 00280
VANECK VECTORS ETF TRUST SHORT MUNI ETFSHORT MUNI ETF92189F52820211,165SH SOLE 0011,165
VANGUARD ALLWRLD EX US ETFALLWRLD EX US ETF9220427758125SH SOLE 00125
VANGUARD DIV APP ETFDIV APP ETF92190884412,28879,382SH SOLE 0079,382
VANGUARD ENERGY ETFENERGY ETF92204A30612153SH SOLE 00153
VANGUARD ESG INTL STK ETFESG INTL STK ETF92191072571911,208SH SOLE 0011,208
VANGUARD ESG US STK ETFESG US STK ETF92191073332400SH SOLE 00400
VANGUARD EXTEND MKT ETFEXTEND MKT ETF9229086523,63919,297SH SOLE 0019,297
VANGUARD FTSE DEV MKT ETFFTSE DEV MKT ETF9219438583146,104SH SOLE 006,104
VANGUARD FTSE EMR MKT ETFFTSE EMR MKT ETF92204285836670SH SOLE 00670
VANGUARD FTSE EUROPE ETFFTSE EUROPE ETF9220428746,25893,035SH SOLE 0093,035
VANGUARD GROWTH ETFGROWTH ETF92290873611,18038,981SH SOLE 0038,981
VANGUARD HEALTH CAR ETFHEALTH CAR ETF92204A5042661,074SH SOLE 001,074
VANGUARD HIGH DIV YLD ETFHIGH DIV YLD ETF9219464066035,751SH SOLE 005,751
VANGUARD INDUSTRIAL ETFINDUSTRIAL ETF92204A603157800SH SOLE 00800
VANGUARD INTER TERM TREAS ETFINTER TERM TREAS ETF92206C70637553SH SOLE 00553
VANGUARD INTL DVD ETFINTL DVD ETF9219468101331,525SH SOLE 001,525
VANGUARD LARGE CAP ETFLARGE CAP ETF9229086375,57127,750SH SOLE 0027,750
VANGUARD MCAP GR IDXVIP ETFMCAP GR IDXVIP ETF9229085381,3425,677SH SOLE 005,677
VANGUARD MCAP VL IDXVIP ETFMCAP VL IDXVIP ETF9229085124663,315SH SOLE 003,315
VANGUARD MEGA GRWTH IND ETFMEGA GRWTH IND ETF9219108163,02613,076SH SOLE 0013,076
VANGUARD MID CAP ETFMID CAP ETF9229086293141,322SH SOLE 001,322
VANGUARD S&P 500 ETF SHSS&P 500 ETF SHS9229083633,0997,874SH SOLE 007,874
VANGUARD SHORT TERM TREAS ETFSHORT TERM TREAS ETF92206C1021,16919,034SH SOLE 0019,034
VANGUARD SHRT TRM CORP BD ETFSHRT TRM CORP BD ETF92206C4098,579103,719SH SOLE 00103,719
VANGUARD SM CP VAL ETFSM CP VAL ETF92290861152300SH SOLE 00300
VANGUARD SMALL CP ETFSMALL CP ETF9229087514301,908SH SOLE 001,908
VANGUARD SML CP GRW ETFSML CP GRW ETF9229085953431,182SH SOLE 001,182
VANGUARD STAR FD TL INTL STK F ETFSTAR FD TL INTL STK F ETF921909768575SH SOLE 0075
VANGUARD STRM INFPROIDX ETFSTRM INFPROIDX ETF92202080524,849474,123SH SOLE 00474,123
VANGUARD TAX EXEMPT BD ETFTAX EXEMPT BD ETF92290774639712SH SOLE 00712
VANGUARD TOTAL BND MRKT ETFTOTAL BND MRKT ETF92193783517SH SOLE 007
VANGUARD TOTAL STK MKT ETFTOTAL STK MKT ETF9229087692,0729,299SH SOLE 009,299
VANGUARD TT WRLD ST ETFTT WRLD ST ETF9220427421,30812,624SH SOLE 0012,624
VANGUARD UTILITIES ETFUTILITIES ETF92204A87683600SH SOLE 00600
VANGUARD VALUE ETFVALUE ETF9229087448,66763,048SH SOLE 0063,048
VIATRIS INC COMCOM92556V106138SH SOLE 0038
VISA INC COM CL ACOM CL A92826C83972310SH SOLE 00310
WALT DISNEY COMPANY (THE) COMCOM25468710618SH SOLE 008
WOLVERINE WORLD WIDE INC COMCOM97809710311326SH SOLE 00326
YUM BRANDS INC COMCOM98849810143376SH SOLE 00376
YUM CHINA HOLDINGS INC COMCOM98850P10925376SH SOLE 00376