0001104659-22-024618.txt : 20220217
0001104659-22-024618.hdr.sgml : 20220217
20220217131110
ACCESSION NUMBER: 0001104659-22-024618
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220217
DATE AS OF CHANGE: 20220217
EFFECTIVENESS DATE: 20220217
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: 22646822
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
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0001704677
XXXXXXXX
12-31-2021
12-31-2021
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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
02-17-2022
0
181
329453
INFORMATION TABLE
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COM
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DEERE & CO
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DEUTSCHE BANK AG NAMEN AKT ISIN#DE0005140008
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DIGITALOCEAN HLDGS INC COM
COM
25402D102
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DISNEY WALT CO DISNEY COM
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COM
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COM
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COM
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441
11297
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SBI HEALTHCARE
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SOLE
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SPDR SER TR S&P 500 GROWTH ETF
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SPDR SER TR S&P 500 VALUE ETF
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SOLE
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SPDR SER TR S&P BIOTECH ETF
S&P BIOTECH
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322
2876
SH
SOLE
2876
0
0
SPDR SER TR S&P HOMEBUILDERS ETF
S&P HOMEBUILD
78464A888
374
4355
SH
SOLE
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0
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S&P REGL BKG
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330
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SH
SOLE
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0
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1926
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SOLE
39219
0
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COM
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296
2533
SH
SOLE
2533
0
0
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347
10475
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SOLE
10475
0
0
TARGET CORP COM
COM
87612E106
460
1987
SH
SOLE
1987
0
0
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COM
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1975
SH
SOLE
1975
0
0
TEXAS INSTRUMENTS INC
COM
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690
3659
SH
SOLE
3659
0
0
T-MOBILE US INC COM
COM
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212
1831
SH
SOLE
1831
0
0
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COM
90353T100
209
4983
SH
SOLE
4983
0
0
UNILEVER PLC UL
SPON ADR NEW
904767704
350
6504
SH
SOLE
6504
0
0
UNION PACIFIC CORP
COM
907818108
2097
8323
SH
SOLE
8323
0
0
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1161
5417
SH
SOLE
5417
0
0
UNITEDHEALTH GROUP INC COM
COM
91324P102
1251
2492
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SOLE
2492
0
0
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SOLE
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SOLE
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SOLE
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VANGUARD INDEX FDS VANGUARD MID-CAP ETF
MID-CAP ETF
922908629
736
2888
SH
SOLE
2888
0
0
VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF
SMALL CP ETF
922908751
3497
15472
SH
SOLE
15472
0
0
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
TOTAL STK MKT
922908769
887
3672
SH
SOLE
3672
0
0
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF
FTSE EMR MKT ETF
922042858
345
6977
SH
SOLE
6977
0
0
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
921943858
642
12573
SH
SOLE
12573
0
0
VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF
TAX EXEMPT BD
922907746
5925
107906
SH
SOLE
107906
0
0
VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD
INTER-TERM TREAS INDEX FD
92206C706
3024
45493
SH
SOLE
45493
0
0
VANGUARD SCOTTSDALE FDS VANGUARD LONG-TERM TREAS INDEX FD ETF SHS
LONG TERM TREAS
92206C847
537
6000
SH
SOLE
6000
0
0
VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM TREAS INDEX FD
SHORT TERM TREAS INDEX FD
92206C102
714
11736
SH
SOLE
11736
0
0
VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS
DIV APP ETF
921908844
1167
6792
SH
SOLE
6792
0
0
VANGUARD VALUE ETF
VALUE ETF
922908744
2700
18352
SH
SOLE
18352
0
0
VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS
HIGH DIV YLD
921946406
1942
17321
SH
SOLE
17321
0
0
VERIZON COMMUNICATIONS
COM
92343V104
819
15760
SH
SOLE
15760
0
0
VERTEX PHARMACEUTICALS INC COM
COM
92532F100
220
1000
SH
SOLE
1000
0
0
VISA INC
CL A
92826C839
3191
14725
SH
SOLE
14725
0
0
WASTE MGMT INC DEL COM
COM
94106L109
291
1744
SH
SOLE
1744
0
0
WELLS FARGO & CO NEW COM
COM
949746101
337
7022
SH
SOLE
7022
0
0
WHEELS UP EXPERIENCE INC CL A
CL A
96328L106
282
60700
SH
SOLE
60700
0
0
ZSCALER INC COM
COM
98980G102
736
2290
SH
SOLE
2290
0
0
ZYNGA INC CL A
CL A
98986T108
70
10950
SH
SOLE
10950
0
0