0001104659-20-095660.txt : 20200814
0001104659-20-095660.hdr.sgml : 20200814
20200814172054
ACCESSION NUMBER: 0001104659-20-095660
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200814
DATE AS OF CHANGE: 20200814
EFFECTIVENESS DATE: 20200814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Clear Perspective Advisors, LLC
CENTRAL INDEX KEY: 0001704677
IRS NUMBER: 000000000
STATE OF INCORPORATION: IL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18061
FILM NUMBER: 201106670
BUSINESS ADDRESS:
STREET 1: 201 N. CONSTITUTION DR.
STREET 2: SUITE 2
CITY: AURORA
STATE: IL
ZIP: 60506
BUSINESS PHONE: 6307801701
MAIL ADDRESS:
STREET 1: 201 N. CONSTITUTION DR.
STREET 2: SUITE 2
CITY: AURORA
STATE: IL
ZIP: 60506
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001704677
XXXXXXXX
06-30-2020
06-30-2020
false
Clear Perspective Advisors, LLC
201 N. Constitution Dr.
Suite 2
Aurora
IL
60506
13F HOLDINGS REPORT
028-18061
N
Stewart Beach
Managing Member
630-780-1701
/s/ Stewart Beach
Aurora
IL
08-06-2020
0
120
183298
INFORMATION TABLE
2
infotable.xml
APPLE INC
COM
037833100
6848
18771
SH
SOLE
18771
0
0
ABBVIE INC
COM
00287Y109
756
7705
SH
SOLE
7705
0
0
ABBOTT LABS COM
COM
002824100
269
2946
SH
SOLE
2946
0
0
ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34
SHS CLASS A
G1151C101
546
2544
SH
SOLE
2544
0
0
ADOBE SYS INC COM
COM
00724F101
697
1602
SH
SOLE
1602
0
0
ISHARES TR
CORE US AGGBD ET
464287226
273
2310
SH
SOLE
2310
0
0
AMGEN INC COM
COM
031162100
1170
4962
SH
SOLE
4962
0
0
AMAZON COM INC
COM
023135106
3534
1281
SH
SOLE
1281
0
0
BROADCOM INC COM
COM
11135F101
247
784
SH
SOLE
784
0
0
ALTERYX INC COM CL A
COM CL A
02156B103
266
1621
SH
SOLE
1621
0
0
BAXTER INTL INC COM
COM
071813109
277
3212
SH
SOLE
3212
0
0
BANK OF NEW YORK MELLON CORP COM
COM
064058100
392
10146
SH
SOLE
10146
0
0
BOOKING HLDGS INC COM
COM
09857L108
433
272
SH
SOLE
272
0
0
BLACKROCK INC COM
COM
09247X101
785
1443
SH
SOLE
1443
0
0
BRISTOL MYERS SQUIBB CO COM
COM
110122108
475
8085
SH
SOLE
8085
0
0
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF
TOTAL BND MRKT
921937835
2700
30564
SH
SOLE
30564
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
CL B NEW
084670702
6225
34873
SH
SOLE
34873
0
0
CATERPILLAR INC COM
COM
149123101
280
2212
SH
SOLE
2212
0
0
COMCAST CORP CL A
CL A
20030N101
910
23337
SH
SOLE
23337
0
0
COSTCO WHOLESALE CORP NEW COM
COM
22160K105
400
1319
SH
SOLE
1319
0
0
SALESFORCE.COM INC COM STOCK
COM
79466L302
575
3072
SH
SOLE
3072
0
0
CISCO SYSTEMS INC
COM
17275R102
554
11878
SH
SOLE
11878
0
0
CVS HEALTH CORP COM
COM
126650100
386
5948
SH
SOLE
5948
0
0
CHEVRON CORP NEW COM
COM
166764100
849
9512
SH
SOLE
9512
0
0
DISNEY WALT CO DISNEY COM
COM DISNEY
254687106
1107
9931
SH
SOLE
9931
0
0
ISHARES TR SELECT DIVID ETF FD
SELECT DIVID ETF
464287168
414
5127
SH
SOLE
5127
0
0
ISHARES TR MSCI EAFE ETF
MSCI EAFE ETF
464287465
664
10902
SH
SOLE
10902
0
0
ENBRIDGE INC COM ISIN#CA29250N1050
COM
29250N105
665
21859
SH
SOLE
21859
0
0
ENTERPRISE PRODS PARTNERS L P COM UNIT
COM
293792107
214
11795
SH
SOLE
11795
0
0
FORD MOTOR CO DEL COM PAR
COM
345370860
129
21144
SH
SOLE
21144
0
0
FACEBOOK INC CL A
CL A
30303M102
2457
10820
SH
SOLE
10820
0
0
FISERV INC COM
COM
337738108
347
3557
SH
SOLE
3557
0
0
FASTLY INC CL A
CL A
31188V100
890
10452
SH
SOLE
10452
0
0
GENERAL DYNAMICS CORP COM
COM
369550108
492
3289
SH
SOLE
3289
0
0
GILEAD SCIENCES INC
COM
375558103
379
4921
SH
SOLE
4921
0
0
GENERAL MILLS INC COM
COM
370334104
203
3290
PRN
SOLE
3290
0
0
SPDR GOLD TR GOLD SHS
GOLD SHS
78463V107
433
2588
SH
SOLE
2588
0
0
ALPHABET INC CAP STK CL C
CL C
02079K107
3237
2290
SH
SOLE
2290
0
0
ALPHABET INC CL A
CL A
02079K305
1166
822
SH
SOLE
822
0
0
ISHARES TR INTER GOVT CR BD ETF
INTRM GOV CR ETF
464288612
546
4638
SH
SOLE
4638
0
0
HOME DEPOT INC COM
COM
437076102
309
1234
SH
SOLE
1234
0
0
ISHARES GOLD TR ISHARES
ISHARES
464285105
478
28137
SH
SOLE
28137
0
0
ISHARES TR CORE S&P MID-CAP ETF
CORE S&P MCP ETF
464287507
3000
16869
SH
SOLE
16869
0
0
ISHARES TR S&P MIDCAP 400 GROWTH ETF
S&P MC 400GR ETF
464287606
247
1102
SH
SOLE
1102
0
0
ISHARES TR CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
2190
32071
SH
SOLE
32071
0
0
INTEL CORP COM
COM
458140100
1650
27574
SH
SOLE
27574
0
0
INTUIT INCORPORATED COM
COM
461202103
342
1154
SH
SOLE
1154
0
0
IQVIA HLDGS INC COM
COM
46266C105
265
1868
SH
SOLE
1868
0
0
ISHARES TR CORE S&P 500 ETF
CORE S&P500 ETF
464287200
306
988
SH
SOLE
988
0
0
ISHARES TR RUSSELL 1000 VALUE ETF
RUS 1000 VAL ETF
464287598
901
7998
SH
SOLE
7998
0
0
ISHARES TR RUSSELL 1000 GROWTH ETF
RUS 1000 GRW ETF
464287614
568
2961
SH
SOLE
2961
0
0
ISHARES TR U S HEALTHCARE ETF
US HLTHCARE ETF
464287762
453
2100
SH
SOLE
2100
0
0
JD COM INC SPONS ADR REPSTG COM CL A
COM
47215P106
277
4605
SH
SOLE
4605
0
0
JOHNSON & JOHNSON COM
COM
478160104
1867
13273
SH
SOLE
13273
0
0
JP Morgan
COM
46625H100
1066
11329
SH
SOLE
11329
0
0
KIMBERLY CLARK CORP COM
COM
494368103
208
1473
SH
SOLE
1473
0
0
LILLY ELI & CO COM
COM
532457108
720
4383
SH
SOLE
4383
0
0
LOCKHEED MARTIN CORP COM
COM
539830109
271
742
SH
SOLE
742
0
0
LOWES COS INC COM
COM
548661107
1013
7497
SH
SOLE
7497
0
0
LULULEMON ATHLETICA INC COM
COM
550021109
282
904
SH
SOLE
904
0
0
MASTERCARD INC CL A COM
COM
57636Q104
2926
9894
SH
SOLE
9894
0
0
MCDONALDS CORP
COM
580135101
827
4483
SH
SOLE
4483
0
0
MICROCHIP TECHNOLOGY INC COM
COM
595017104
216
2050
SH
SOLE
2050
0
0
MERCADOLIBRE INC COM
COM
58733R102
325
330
SH
SOLE
330
0
0
3M CO COM
COM
88579Y101
583
3739
SH
SOLE
3739
0
0
ALTRIA GROUP INC COM
COM
02209S103
434
11061
SH
SOLE
11061
0
0
MERCK & CO INC NEW COM
COM
58933Y105
330
4272
SH
SOLE
4272
0
0
MICROSOFT CORP COM
COM
594918104
4770
23441
SH
SOLE
23441
0
0
ISHARES TR NATL MUN BD ETF FD
NATIONAL MUN ETF
464288414
310
2689
SH
SOLE
2689
0
0
NEXTERA ENERGY INC COM
COM
65339F101
332
1383
SH
SOLE
1383
0
0
NETFLIX INC COM
COM
64110L106
617
1355
SH
SOLE
1355
0
0
NIKE INC CL B
CL B
654106103
515
5251
SH
SOLE
5251
0
0
NVIDIA CORP COM
COM
67066G104
1792
4718
SH
SOLE
4718
0
0
NOVARTIS AG SPONSORED ADR
SPONSORED ADR
66987V109
633
7251
SH
SOLE
7251
0
0
OKTA INC CL A
CL A
679295105
210
1050
SH
SOLE
1050
0
0
ORACLE CORP COM
COM
68389X105
706
12782
SH
SOLE
12782
0
0
O REILLY AUTOMOTIVE INC NEW COM
COM
67103H107
444
1054
SH
SOLE
1054
0
0
OLD SECOND BANCORP INC DEL COM
COM
680277100
236
30296
SH
SOLE
30296
0
0
PEPSICO INC COM
COM
713448108
831
6286
SH
SOLE
6286
0
0
PFIZER INC COM
COM
717081103
308
9429
SH
SOLE
9429
0
0
PROCTER & GAMBLE CO COM
COM
742718109
871
7282
SH
SOLE
7282
0
0
PINTEREST INC CL A
CL A
72352L106
498
22475
SH
SOLE
22475
0
0
PHILIP MORRIS INTL INC COM
COM
718172109
214
3051
SH
SOLE
3051
0
0
PAYPAL HLDGS INC COM
COM
70450Y103
1497
8593
SH
SOLE
8593
0
0
ROKU INC COM CL A
COM CL A
77543R102
742
6365
SH
SOLE
6365
0
0
RAYTHEON TECHNOLOGIES CORP COM
COM
75513E101
442
7181
SH
SOLE
7181
0
0
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF
US DIVIDEND EQ
808524797
13259
256210
SH
SOLE
256210
0
0
SHERWIN WILLIAMS CO COM
COM
824348106
867
1500
SH
SOLE
1500
0
0
SANOFI SPONS ADR ISIN#US80105N1054
SPONSORED ADR
80105N105
352
6894
SH
SOLE
6894
0
0
SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF
PORTFOLIO DEVLPD
78463X889
544
19702
SH
SOLE
19702
0
0
SPDR SER TR PORTFOLIO S&P 500 ETF
PORTFOLIO S&P500
78464A854
26730
737372
SH
SOLE
737372
0
0
SPDR SER TR BLOOMBERG BARCLAYS 1-3 YR U S TREAS INDEX
PORTFOLIO SH TSR
78468R101
11872
386465
SH
SOLE
386465
0
0
SPDR S&P 500 ETF TR TR UNIT
TR UNIT
78462F103
1076
3490
SH
SOLE
3490
0
0
SQUARE INC CL A
CL A
852234103
292
2786
SH
SOLE
2786
0
0
SSGA ACTIVE TR SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF TACTICAL ETF
SPDR DBLELN SHRT
78470P200
1390
28031
SH
SOLE
28031
0
0
AT&T INC
COM
00206R102
816
26977
SH
SOLE
26977
0
0
RBB FD INC MOTLEY FOOL 100 INDEX ETF
MOTLEY FOL ETF
74933W601
1088
38855
SH
SOLE
38855
0
0
THE TRADE DESK INC COM CL A
COM CL A
88339J105
540
1329
SH
SOLE
1329
0
0
TWITTER INC COM
COM
90184L102
298
10015
SH
SOLE
10015
0
0
TEXAS INSTRUMENTS INC
COM
882508104
227
1791
SH
SOLE
1791
0
0
UNILEVER PLC SPON ADR NEW ISIN#US9047677045
SPON ADR NEW
904767704
530
9666
SH
SOLE
9666
0
0
UNION PAC CORP COM
COM
907818108
1412
8354
SH
SOLE
8354
0
0
UNITED PARCEL SVC INC CL B
CL B
911312106
616
5537
SH
SOLE
5537
0
0
VANGUARD WORLD FDS
VANGUARD WORLD FDS VANGUARD ENERGY ETF
92204A306
224
4450
SH
SOLE
4450
0
0
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
921943858
515
13287
SH
SOLE
13287
0
0
VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD
INTER-TERM TREAS INDEX FD
92206C706
11488
162793
SH
SOLE
162793
0
0
VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM TREAS INDEX FD
SHORT TERM TREAS INDEX FD
92206C102
2377
38213
SH
SOLE
38213
0
0
FUNDS VANGUARD DIVIDEND APPRECIATION ETF
DIV APP ETF
921908844
854
7284
SH
SOLE
7284
0
0
FDS VANGUARD MID-CAP ETF
MID-CAP ETF
922908629
490
2988
SH
SOLE
2988
0
0
FDS S&P 500 ETF SHS NEW
SHS NEW
922908363
13918
49104
SH
SOLE
49104
0
0
VANGUARD TOTAL STK MKT ETF
TOTAL STK MKT
922908769
502
3204
SH
SOLE
3204
0
0
INDEX FDS VANGUARD VALUE ETF
VALUE ETF
922908744
1562
15683
SH
SOLE
15683
0
0
INDEX FDS VANGUARD GROWTH ETF
GROWTH ETF
922908736
3276
16210
SH
SOLE
16210
0
0
FDS FTSE EMERGING MKTS ETF
FTSE EMR MKT ETF
922042858
472
11917
SH
SOLE
11917
0
0
FDS VANGUARD EXTENDED MKT ETF
EXTEND MKT ETF
922908652
2059
23213
SH
SOLE
23213
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
986
17885
SH
SOLE
17885
0
0
WELLS FARGO
COM
949746101
366
14296
SH
SOLE
14296
0
0
SELECT SECTOR SPDR TR ENERGY
ENERGY ETF
81369Y506
591
15602
SH
SOLE
15602
0
0
SELECT SECTOR SPDR TR TECHNOLOGY
TECHNOLOGY ETF
81369Y803
206
1973
SH
SOLE
1973
0
0
SECTOR SPDR TR HEALTH CARE
CARE ETF
81369Y209
291
2912
SH
SOLE
2912
0
0