Chief Compliance Officer

0001841174-21-000007.txt : 20211105 0001841174-21-000007.hdr.sgml : 20211105 20211105100203 ACCESSION NUMBER: 0001841174-21-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211105 DATE AS OF CHANGE: 20211105 EFFECTIVENESS DATE: 20211105 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: 211382887 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 09-30-2021 09-30-2021 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 11-05-2021 0 221 220732 false INFORMATION TABLE 2 CPFP_13F09302021.xml 3M COMPANY COM COM 88579Y101 16 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 80 30 SH SOLE 0 0 30 ALPHABET INC COM CL C COM CL C 02079K107 67 25 SH SOLE 0 0 25 AMAZON COM INC COM COM 023135106 148 45 SH SOLE 0 0 45 AMGEN INC COM COM 031162100 19 90 SH SOLE 0 0 90 APPLE INC COM COM 037833100 29 204 SH SOLE 0 0 204 AT&T INC COM COM 00206R102 27 1000 SH SOLE 0 0 1000 BARRICK GOLD CORPORATION COM COM 067901108 3 164 SH SOLE 0 0 164 BOOKING HOLDINGS INC COM COM 09857L108 40 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 10 719 SH SOLE 0 0 719 CARNIVAL CORP UNITS UNITS 143658300 3 104 SH SOLE 0 0 104 CARRIER GLOBAL CORPORATION COM COM 14448C104 126 2442 SH SOLE 0 0 2442 CEMEX S.A.B. 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0 325 SELECT SECTOR SPDR TRUST SBI INT-INDS ETF SBI INT-INDS ETF 81369Y704 124 1265 SH SOLE 0 0 1265 SMUCKER (JM) CO COM COM 832696405 25 205 SH SOLE 0 0 205 SOUTHERN CO COM COM 842587107 4 60 SH SOLE 0 0 60 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 2943 6857 SH SOLE 0 0 6857 SPDR SERIES TRUST BLOMBERG 1 10 YR ETF BLOMBERG 1 10 YR ETF 78468R861 10977 520232 SH SOLE 0 0 520232 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 343 10608 SH SOLE 0 0 10608 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 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92189F528 189 10521 SH SOLE 0 0 10521 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 9823 63950 SH SOLE 0 0 63950 VANGUARD ESG INTL STK ETF ESG INTL STK ETF 921910725 685 11094 SH SOLE 0 0 11094 VANGUARD ESG US STK ETF ESG US STK ETF 921910733 28 350 SH SOLE 0 0 350 VANGUARD EXTEND MKT ETF EXTEND MKT ETF 922908652 3534 19381 SH SOLE 0 0 19381 VANGUARD FINANCIALS ETF FINANCIALS ETF 92204A405 37 400 SH SOLE 0 0 400 VANGUARD FTSE DEV MKT ETF FTSE DEV MKT ETF 921943858 249 4933 SH SOLE 0 0 4933 VANGUARD FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 50 991 SH SOLE 0 0 991 VANGUARD FTSE EUROPE ETF FTSE EUROPE ETF 922042874 5435 82834 SH SOLE 0 0 82834 VANGUARD GROWTH ETF GROWTH ETF 922908736 11135 38374 SH SOLE 0 0 38374 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 633 6127 SH SOLE 0 0 6127 VANGUARD INDUSTRIAL ETF INDUSTRIAL ETF 92204A603 150 800 SH SOLE 0 0 800 VANGUARD INTER TERM TREAS ETF INTER TERM TREAS ETF 92206C706 19 275 SH SOLE 0 0 275 VANGUARD INTL DVD ETF INTL DVD ETF 921946810 113 1295 SH SOLE 0 0 1295 VANGUARD LARGE CAP ETF LARGE CAP ETF 922908637 5948 29602 SH SOLE 0 0 29602 VANGUARD MCAP GR IDXVIP ETF MCAP GR IDXVIP ETF 922908538 1309 5538 SH SOLE 0 0 5538 VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 501 3585 SH SOLE 0 0 3585 VANGUARD MEGA GRWTH IND ETF MEGA GRWTH IND ETF 921910816 4055 17270 SH SOLE 0 0 17270 VANGUARD MID CAP ETF MID CAP ETF 922908629 330 1392 SH SOLE 0 0 1392 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 15 151 SH SOLE 0 0 151 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 3996 10131 SH SOLE 0 0 10131 VANGUARD SHORT TERM TREAS ETF SHORT TERM TREAS ETF 92206C102 1044 16994 SH SOLE 0 0 16994 VANGUARD SHORT TRM BOND ETF SHORT TRM BOND ETF 921937827 8 98 SH SOLE 0 0 98 VANGUARD SHRT TRM CORP BD ETF SHRT TRM CORP BD ETF 92206C409 6770 82147 SH SOLE 0 0 82147 VANGUARD SM CP VAL ETF SM CP VAL ETF 922908611 51 300 SH SOLE 0 0 300 VANGUARD SMALL CP ETF SMALL CP ETF 922908751 434 1986 SH SOLE 0 0 1986 VANGUARD SML CP GRW ETF SML CP GRW ETF 922908595 249 889 SH SOLE 0 0 889 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 29919 569016 SH SOLE 0 0 569016 VANGUARD TAX EXEMPT BD ETF TAX EXEMPT BD ETF 922907746 107 1957 SH SOLE 0 0 1957 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT ETF 922908769 2293 10328 SH SOLE 0 0 10328 VANGUARD TT WRLD ST ETF TT WRLD ST ETF 922042742 1403 13778 SH SOLE 0 0 13778 VANGUARD UTILITIES ETF UTILITIES ETF 92204A876 83 600 SH SOLE 0 0 600 VANGUARD VALUE ETF VALUE ETF 922908744 10432 77061 SH SOLE 0 0 77061 VANGUARD VNG RUS1000GRW ETF VNG RUS1000GRW ETF 92206C680 6 88 SH SOLE 0 0 88 VANGUARD VNG RUS2000IDX ETF VNG RUS2000IDX ETF 92206C664 8 88 SH SOLE 0 0 88 VIATRIS INC COM COM 92556V106 1 38 SH SOLE 0 0 38 VISA INC COM CL A COM CL A 92826C839 69 310 SH SOLE 0 0 310 WABTEC CORP COM COM 929740108 0 1 SH SOLE 0 0 1 WALT DISNEY COMPANY (THE) COM COM 254687106 13 76 SH SOLE 0 0 76 WELLS FARGO & COMPANY COM COM 949746101 5 109 SH SOLE 0 0 109 WELLTOWER INC COM USD1 COM USD1 95040Q104 4 50 SH SOLE 0 0 50 WOLVERINE WORLD WIDE INC COM COM 978097103 10 326 SH SOLE 0 0 326 YUM BRANDS INC COM COM 988498101 46 376 SH SOLE 0 0 376 YUM CHINA HOLDINGS INC COM COM 98850P109 22 376 SH SOLE 0 0 376