Chief Compliance Officer

0001841174-21-000006.txt : 20210805 0001841174-21-000006.hdr.sgml : 20210805 20210805095049 ACCESSION NUMBER: 0001841174-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210805 DATE AS OF CHANGE: 20210805 EFFECTIVENESS DATE: 20210805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Clear Perspectives Financial Planning, LLC CENTRAL INDEX KEY: 0001841174 IRS NUMBER: 261932457 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20504 FILM NUMBER: 211146714 BUSINESS ADDRESS: STREET 1: 10300 ALLIANCE ROAD STREET 2: SUITE 460 CITY: CINCINNATI STATE: OH ZIP: 45242 BUSINESS PHONE: 513-469-8400 MAIL ADDRESS: STREET 1: 10300 ALLIANCE ROAD STREET 2: SUITE 460 CITY: CINCINNATI STATE: OH ZIP: 45242 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001841174 XXXXXXXX 06-30-2021 06-30-2021 Clear Perspectives Financial Planning, LLC

10300 ALLIANCE ROAD SUITE 460 CINCINNATI OH 45242

13F HOLDINGS REPORT 028-20504 N Deb Thocker Chief Compliance Officer 513-469-8400 Deb Thocker Cincinnati OH 08-05-2021 0 209 207084 false INFORMATION TABLE 2 CPFP_13F06302021.xml 3M COMPANY COM COM 88579Y101 18 90 SH SOLE 0 0 90 ADAMS DIVERSIFIED EQUITY FD COM COM 006212104 9 456 SH SOLE 0 0 456 ALPHABET INC COM CL A COM CL A 02079K305 73 30 SH SOLE 0 0 30 ALPHABET INC COM CL C COM CL C 02079K107 63 25 SH SOLE 0 0 25 AMAZON COM INC COM COM 023135106 120 35 SH SOLE 0 0 35 AMGEN INC COM COM 031162100 22 90 SH SOLE 0 0 90 APPLE INC COM COM 037833100 28 204 SH SOLE 0 0 204 AT&T INC COM COM 00206R102 35 1220 SH SOLE 0 0 1220 BARRICK GOLD CORPORATION COM COM 067901108 3 164 SH SOLE 0 0 164 BCE INC COM COM 05534B760 17 350 SH SOLE 0 0 350 BOOKING HOLDINGS INC COM COM 09857L108 37 17 SH SOLE 0 0 17 BRIGHTHOUSE FINL INC COM COM 10922N103 0 1 SH SOLE 0 0 1 BRIGHTSPIRE CAPITAL INC COM USD0.01 CL A COM USD0.01 CL A 10949T109 9 969 SH SOLE 0 0 969 CANOPY GROWTH CORPORATION COM COM 138035100 17 719 SH SOLE 0 0 719 CARNIVAL CORP UNITS UNITS 143658300 3 104 SH SOLE 0 0 104 CARRIER GLOBAL CORPORATION COM COM 14448C104 119 2442 SH SOLE 0 0 2442 CEMEX S.A.B. 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ADR SPONSORED ADR SPONSORED 151290889 13 1500 SH SOLE 0 0 1500 CENTENE CORPORATION COM COM 15135B101 300 4118 SH SOLE 0 0 4118 CHEVRON CORPORATION COM COM 166764100 99 942 SH SOLE 0 0 942 CIENA CORP COM COM 171779309 1 16 SH SOLE 0 0 16 CIGNA CORPORATION COM COM 125523100 4 15 SH SOLE 0 0 15 CINCINNATI FINANCIAL CORP COM COM 172062101 76 655 SH SOLE 0 0 655 CISCO SYSTEMS INC COM COM 17275R102 71 1345 SH SOLE 0 0 1345 CITIGROUP INC COM COM 172967424 1 17 SH SOLE 0 0 17 COMCAST CORP COM CL A COM CL A 20030N101 78 1374 SH SOLE 0 0 1374 COMPASS DIVERSIFIED COM COM 20451Q104 18 700 SH SOLE 0 0 700 CONCENTRIX CORPORATION COM COM 20602D101 10 62 SH SOLE 0 0 62 COSTCO WHOLESALE CORP COM COM 22160K105 20 50 SH SOLE 0 0 50 DISCOVERY INC COM COM 25470F104 16 509 SH SOLE 0 0 509 DOMINION ENERGY INC COM COM 25746U109 18 245 SH SOLE 0 0 245 DUKE ENERGY CORP COM COM 26441C204 3 26 SH SOLE 0 0 26 ELI LILLY AND COMPANY COM COM 532457108 18 80 SH SOLE 0 0 80 ETF MANAGERS TRUST ETFMG ALTR HRVST ETFMG 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423703206 0 1000 SH SOLE 0 0 1000 HONEYWELL INTERNATIONAL INC COM COM 438516106 4 19 SH SOLE 0 0 19 HUMANA INC COM COM 444859102 25 57 SH SOLE 0 0 57 INTEL CORP COM COM 458140100 60 1070 SH SOLE 0 0 1070 INTERNATIONAL BUS MACH CORP COM COM 459200101 16 112 SH SOLE 0 0 112 INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF S&P500 EQL WGT ETF 46137V357 17605 116800 SH SOLE 0 0 116800 INVESCO EXCHANGE TRADED FUND T MSCI GBL TIMBR ETF MSCI GBL TIMBR ETF 46138E545 11 281 SH SOLE 0 0 281 INVESCO EXCHANGE TRADED FUND T OPTIMUM YIELD ETF OPTIMUM YIELD ETF 46090F100 211 10500 SH SOLE 0 0 10500 INVESCO EXCHANGE TRADED FUND T S&P500 LOW VOL ETF S&P500 LOW VOL ETF 46138E354 252 4143 SH SOLE 0 0 4143 INVESCO EXCHANGE TRADED FUND T SOLAR ETF SOLAR ETF 46138G706 17 195 SH SOLE 0 0 195 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 ETF 46090E103 2885 8140 SH SOLE 0 0 8140 ISHARES INC ESG AWARE MSCI EM ETF ESG AWARE MSCI EM ETF 46434G863 173 3828 SH SOLE 0 0 3828 ISHARES INC MSCI GBL MIN VOL ETF MSCI GBL MIN VOL ETF 464286525 65 628 SH SOLE 0 0 628 ISHARES TRUST 0-5 YR TIPS ETF 0-5 YR TIPS ETF 46429B747 6160 57945 SH SOLE 0 0 57945 ISHARES TRUST 0-5YR INVT GR CP ETF 0-5YR INVT GR CP ETF 46434V100 642 12389 SH SOLE 0 0 12389 ISHARES TRUST 1 3 YR TREAS BD ETF 1 3 YR TREAS BD ETF 464287457 150 1745 SH SOLE 0 0 1745 ISHARES TRUST 3 7 YR TREAS BD ETF 3 7 YR TREAS BD ETF 464288661 1768 13545 SH SOLE 0 0 13545 ISHARES TRUST AGGRES ALLOC ETF AGGRES ALLOC ETF 464289859 397 5623 SH SOLE 0 0 5623 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE ETF 46432F842 3 46 SH SOLE 0 0 46 ISHARES TRUST CORE S&P SCP ETF CORE S&P SCP ETF 464287804 27 243 SH SOLE 0 0 243 ISHARES TRUST CORE S&P500 ETF CORE S&P500 ETF 464287200 2783 6472 SH SOLE 0 0 6472 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET ETF 464287226 6 53 SH SOLE 0 0 53 ISHARES TRUST EAFE GRWTH ETF EAFE GRWTH ETF 464288885 795 7408 SH SOLE 0 0 7408 ISHARES TRUST EAFE SML CP ETF EAFE SML CP ETF 464288273 2 26 SH SOLE 0 0 26 ISHARES TRUST EAFE VALUE ETF EAFE VALUE ETF 464288877 2 32 SH SOLE 0 0 32 ISHARES TRUST ESG AWARE MSCI EAFE ETF ESG AWARE MSCI EAFE ETF 46435G516 219 2774 SH SOLE 0 0 2774 ISHARES TRUST GLOBAL 100 ETF GLOBAL 100 ETF 464287572 4344 61195 SH SOLE 0 0 61195 ISHARES TRUST IBOXX HI YD ETF IBOXX HI YD ETF 464288513 9 98 SH SOLE 0 0 98 ISHARES TRUST ISHARES BIOTECHNOLOGY ETF ISHARES BIOTECHNOLOGY ETF 464287556 49 300 SH SOLE 0 0 300 ISHARES TRUST MODERT ALLOC ETF MODERT ALLOC ETF 464289875 170 3764 SH SOLE 0 0 3764 ISHARES TRUST MSCI ACWI ETF MSCI ACWI ETF 464288257 283 2800 SH SOLE 0 0 2800 ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF MSCI EAFE MIN VOL FACTOR ETF 46429B689 29 385 SH SOLE 0 0 385 ISHARES TRUST MSCI GLOBAL IMP ETF MSCI GLOBAL IMP ETF 46435G532 43 435 SH SOLE 0 0 435 ISHARES TRUST MSCI KLD400 SOC ETF MSCI KLD400 SOC ETF 464288570 1061 12810 SH SOLE 0 0 12810 ISHARES TRUST MSCI USA ESG SLC ETF MSCI USA ESG SLC ETF 464288802 1913 20020 SH SOLE 0 0 20020 ISHARES TRUST MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL FACTOR ETF 46429B697 7 100 SH SOLE 0 0 100 ISHARES TRUST MSCI USA QUALITY FACTOR ETF MSCI USA QUALITY FACTOR ETF 46432F339 85 641 SH SOLE 0 0 641 ISHARES TRUST NATIONAL MUN ETF NATIONAL MUN ETF 464288414 23 200 SH SOLE 0 0 200 ISHARES TRUST RUS 1000 ETF RUS 1000 ETF 464287622 3512 14508 SH SOLE 0 0 14508 ISHARES TRUST RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 1699 6259 SH SOLE 0 0 6259 ISHARES TRUST RUS 1000 VAL ETF RUS 1000 VAL ETF 464287598 854 5386 SH SOLE 0 0 5386 ISHARES TRUST RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 359 1403 SH SOLE 0 0 1403 ISHARES TRUST S&P 100 ETF S&P 100 ETF 464287101 1150 5862 SH SOLE 0 0 5862 ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 470 6466 SH SOLE 0 0 6466 ISHARES TRUST S&P 500 VAL ETF S&P 500 VAL ETF 464287408 50 336 SH SOLE 0 0 336 ISHARES TRUST S&P MC 400GR ETF S&P MC 400GR ETF 464287606 80 985 SH SOLE 0 0 985 ISHARES TRUST SHRT NAT MUN ETF SHRT NAT MUN ETF 464288158 65 600 SH SOLE 0 0 600 ISHARES TRUST TIPS BD ETF 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PIMCO ETF TRUST ACTIVE BD ETF ACTIVE BD ETF 72201R775 44 400 SH SOLE 0 0 400 PIMCO ETF TRUST ENHANCD SHORT ETF ENHANCD SHORT ETF 72201R643 30 300 SH SOLE 0 0 300 PROCTER & GAMBLE CO COM COM 742718109 12679 93965 SH SOLE 0 0 93965 RAYTHEON TECH CORP COM COM 75513E101 212 2483 SH SOLE 0 0 2483 REPLIGEN CORP COM COM 759916109 287 1436 SH SOLE 0 0 1436 RESIDEO TECHNOLOGIES INC COM COM 76118Y104 0 3 SH SOLE 0 0 3 RILEY EXPLORATION COM COM 76665T102 0 4 SH SOLE 0 0 4 SCHWAB STRATEGIC TR 1 5YR CORP BD ETF 1 5YR CORP BD ETF 808524714 458 8958 SH SOLE 0 0 8958 SCHWAB STRATEGIC TR INTRM TRM TRES ETF INTRM TRM TRES ETF 808524854 68 1200 SH SOLE 0 0 1200 SCHWAB STRATEGIC TR SHT TM US TRES ETF SHT TM US TRES ETF 808524862 1367 26681 SH SOLE 0 0 26681 SCHWAB STRATEGIC TR US LCAP GR ETF US LCAP GR ETF 808524300 1187 8132 SH SOLE 0 0 8132 SCHWAB STRATEGIC TR US SML CAP ETF US SML CAP ETF 808524607 85 814 SH SOLE 0 0 814 SCHWAB STRATEGIC TR US TIPS ETF US TIPS ETF 808524870 8993 143871 SH SOLE 0 0 143871 SELECT SECTOR SPDR TRUST ENERGY ETF ENERGY ETF 81369Y506 38 700 SH SOLE 0 0 700 SELECT SECTOR SPDR TRUST RL EST SEL SEC ETF RL EST SEL SEC ETF 81369Y860 18 400 SH SOLE 0 0 400 SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF SBI CONS DISCR ETF 81369Y407 4 20 SH SOLE 0 0 20 SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF SBI CONS STPLS ETF 81369Y308 12 165 SH SOLE 0 0 165 SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETF SBI HEALTHCARE ETF 81369Y209 41 329 SH SOLE 0 0 329 SELECT SECTOR SPDR TRUST SBI INT-INDS ETF SBI INT-INDS ETF 81369Y704 130 1265 SH SOLE 0 0 1265 SMUCKER (JM) CO COM COM 832696405 27 205 SH SOLE 0 0 205 SPDR INDEX SHARES FUNDS DJ INTL RL ETF DJ INTL RL ETF 78463X863 6 157 SH SOLE 0 0 157 SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF PORTFOLIO DEVLPD ETF 78463X889 9 255 SH SOLE 0 0 255 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT ETF 78462F103 2910 6798 SH SOLE 0 0 6798 SPDR SERIES TRUST BLOMBERG 1 10 YR ETF BLOMBERG 1 10 YR ETF 78468R861 7640 361497 SH SOLE 0 0 361497 SPDR SERIES TRUST DJ REIT ETF DJ REIT ETF 78464A607 8 78 SH SOLE 0 0 78 SPDR SERIES TRUST PORTFLI INTRMDIT ETF PORTFLI INTRMDIT ETF 78464A672 424 13096 SH SOLE 0 0 13096 SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF PORTFOLI S&P 1500 COMP STK ETF 78464A805 45 848 SH SOLE 0 0 848 SPDR SERIES TRUST PORTFOLIO INTRMD ETF PORTFOLIO INTRMD ETF 78464A375 12 328 SH SOLE 0 0 328 SPDR SERIES TRUST PORTFOLIO S&P 500 ETF PORTFOLIO S&P 500 ETF 78464A854 88 1752 SH SOLE 0 0 1752 SPDR SERIES TRUST PORTFOLIO S&P 600 SM CAP ETF PORTFOLIO S&P 600 SM CAP ETF 78468R853 36 820 SH SOLE 0 0 820 SPDR SERIES TRUST PORTFOLIO SH TSR ETF PORTFOLIO SH TSR ETF 78468R101 326 10655 SH SOLE 0 0 10655 SPDR SERIES TRUST PRTFLO S&P500 GW ETF PRTFLO S&P500 GW ETF 78464A409 42 668 SH SOLE 0 0 668 SPDR SERIES TRUST S&P DIVID ETF S&P DIVID ETF 78464A763 2 19 SH SOLE 0 0 19 STARBUCKS CORP COM COM 855244109 46 414 SH SOLE 0 0 414 SYNNEX CORP COM COM 87162W100 8 62 SH SOLE 0 0 62 TENCENT HOLDINGS LIMITED ADR UNSPONSORED ADR UNSPONSORED 88032Q109 76 1005 SH SOLE 0 0 1005 TESLA INC COM COM 88160R101 31 45 SH SOLE 0 0 45 TRAVELERS COMPANIES INC COM COM 89417E109 10 70 SH SOLE 0 0 70 UNILEVER PLC ADR SPONSORED ADR SPONSORED 904767704 12 210 SH SOLE 0 0 210 US CONCRETE INC COM COM 90333L201 16 220 SH SOLE 0 0 220 UTD STS LIME&MINER COM COM 911922102 14 100 SH SOLE 0 0 100 VALERO ENERGY CORP COM COM 91913Y100 22 280 SH SOLE 0 0 280 VANECK VECTORS ETF TRUST SHORT MUNI ETF SHORT MUNI ETF 92189F528 202 11165 SH SOLE 0 0 11165 VANGUARD ALLWRLD EX US ETF ALLWRLD EX US ETF 922042775 8 125 SH SOLE 0 0 125 VANGUARD DIV APP ETF DIV APP ETF 921908844 12288 79382 SH SOLE 0 0 79382 VANGUARD ENERGY ETF ENERGY ETF 92204A306 12 153 SH SOLE 0 0 153 VANGUARD ESG INTL STK ETF ESG INTL STK ETF 921910725 719 11208 SH SOLE 0 0 11208 VANGUARD ESG US STK ETF ESG US STK ETF 921910733 32 400 SH SOLE 0 0 400 VANGUARD EXTEND MKT ETF EXTEND MKT ETF 922908652 3639 19297 SH SOLE 0 0 19297 VANGUARD FTSE DEV MKT ETF FTSE DEV MKT ETF 921943858 314 6104 SH SOLE 0 0 6104 VANGUARD FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 36 670 SH SOLE 0 0 670 VANGUARD FTSE EUROPE ETF FTSE EUROPE ETF 922042874 6258 93035 SH SOLE 0 0 93035 VANGUARD GROWTH ETF GROWTH ETF 922908736 11180 38981 SH SOLE 0 0 38981 VANGUARD HEALTH CAR ETF HEALTH CAR ETF 92204A504 266 1074 SH SOLE 0 0 1074 VANGUARD HIGH DIV YLD ETF HIGH DIV YLD ETF 921946406 603 5751 SH SOLE 0 0 5751 VANGUARD INDUSTRIAL ETF INDUSTRIAL ETF 92204A603 157 800 SH SOLE 0 0 800 VANGUARD INTER TERM TREAS ETF INTER TERM TREAS ETF 92206C706 37 553 SH SOLE 0 0 553 VANGUARD INTL DVD ETF INTL DVD ETF 921946810 133 1525 SH SOLE 0 0 1525 VANGUARD LARGE CAP ETF LARGE CAP ETF 922908637 5571 27750 SH SOLE 0 0 27750 VANGUARD MCAP GR IDXVIP ETF MCAP GR IDXVIP ETF 922908538 1342 5677 SH SOLE 0 0 5677 VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 466 3315 SH SOLE 0 0 3315 VANGUARD MEGA GRWTH IND ETF MEGA GRWTH IND ETF 921910816 3026 13076 SH SOLE 0 0 13076 VANGUARD MID CAP ETF MID CAP ETF 922908629 314 1322 SH SOLE 0 0 1322 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 3099 7874 SH SOLE 0 0 7874 VANGUARD SHORT TERM TREAS ETF SHORT TERM TREAS ETF 92206C102 1169 19034 SH SOLE 0 0 19034 VANGUARD SHRT TRM CORP BD ETF SHRT TRM CORP BD ETF 92206C409 8579 103719 SH SOLE 0 0 103719 VANGUARD SM CP VAL ETF SM CP VAL ETF 922908611 52 300 SH SOLE 0 0 300 VANGUARD SMALL CP ETF SMALL CP ETF 922908751 430 1908 SH SOLE 0 0 1908 VANGUARD SML CP GRW ETF SML CP GRW ETF 922908595 343 1182 SH SOLE 0 0 1182 VANGUARD STAR FD TL INTL STK F ETF STAR FD TL INTL STK F ETF 921909768 5 75 SH SOLE 0 0 75 VANGUARD STRM INFPROIDX ETF STRM INFPROIDX ETF 922020805 24849 474123 SH SOLE 0 0 474123 VANGUARD TAX EXEMPT BD ETF TAX EXEMPT BD ETF 922907746 39 712 SH SOLE 0 0 712 VANGUARD TOTAL BND MRKT ETF TOTAL BND MRKT ETF 921937835 1 7 SH SOLE 0 0 7 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT ETF 922908769 2072 9299 SH SOLE 0 0 9299 VANGUARD TT WRLD ST ETF TT WRLD ST ETF 922042742 1308 12624 SH SOLE 0 0 12624 VANGUARD UTILITIES ETF UTILITIES ETF 92204A876 83 600 SH SOLE 0 0 600 VANGUARD VALUE ETF VALUE ETF 922908744 8667 63048 SH SOLE 0 0 63048 VIATRIS INC COM COM 92556V106 1 38 SH SOLE 0 0 38 VISA INC COM CL A COM CL A 92826C839 72 310 SH SOLE 0 0 310 WALT DISNEY COMPANY (THE) COM COM 254687106 1 8 SH SOLE 0 0 8 WOLVERINE WORLD WIDE INC COM COM 978097103 11 326 SH SOLE 0 0 326 YUM BRANDS INC COM COM 988498101 43 376 SH SOLE 0 0 376 YUM CHINA HOLDINGS INC COM COM 98850P109 25 376 SH SOLE 0 0 376