Chief Compliance Officer

0001841174-22-000002.txt : 20220512 0001841174-22-000002.hdr.sgml : 20220512 20220512125536 ACCESSION NUMBER: 0001841174-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220512 DATE AS OF CHANGE: 20220512 EFFECTIVENESS DATE: 20220512 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: 22916857 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 03-31-2022 03-31-2022 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 05-12-2022 0 212 263836 false INFORMATION TABLE 2 cpfp_13f03312022.xml 3 D SYSTEMS INC COM COM 88554D205 1 65 SH SOLE 0 0 65 3M COMPANY COM COM 88579Y101 13 90 SH SOLE 0 0 90 ADAMS DIVERSIFIED EQUITY FD COM COM 006212104 8 456 SH SOLE 0 0 456 ALPHABET INC COM CL A COM CL A 02079K305 83 30 SH SOLE 0 0 30 ALPHABET INC COM CL C COM CL C 02079K107 70 25 SH SOLE 0 0 25 AMAZON COM INC COM COM 023135106 147 45 SH SOLE 0 0 45 AMERISOURCEBERGEN CORPORATION COM COM 03073E105 19 125 SH SOLE 0 0 125 AMGEN INC COM COM 031162100 22 90 SH SOLE 0 0 90 APPLE INC COM COM 037833100 172 983 SH SOLE 0 0 983 AT&T INC COM COM 00206R102 24 1000 SH SOLE 0 0 1000 BARRICK GOLD CORPORATION COM COM 067901108 4 164 SH SOLE 0 0 164 BOOKING HOLDINGS INC COM COM 09857L108 40 17 SH SOLE 0 0 17 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 5 719 SH SOLE 0 0 719 CARNIVAL CORP UNITS UNITS 143658300 2 104 SH SOLE 0 0 104 CARRIER GLOBAL CORPORATION COM COM 14448C104 112 2442 SH SOLE 0 0 2442 CEMEX S.A.B. 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TIPS ETF BLOOMBERG 1 10 YEAR TIPS ETF 78468R861 4366 211101 SH SOLE 0 0 211101 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF BLOOMBERG 1-3 MONTH T-BILL ETF 78468R663 20486 224059 SH SOLE 0 0 224059 SPDR GOLD TRUST GOLD SHS ETF GOLD SHS ETF 78463V107 57 315 SH SOLE 0 0 315 SPDR INDEX SHARES FUNDS DJ INTL RL ETF DJ INTL RL ETF 78463X863 5 157 SH SOLE 0 0 157 SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF PORTFOLIO DEVLPD ETF 78463X889 1 30 SH SOLE 0 0 30 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT ETF 78462F103 3092 6845 SH SOLE 0 0 6845 SPDR SERIES TRUST DJ REIT ETF DJ REIT ETF 78464A607 9 78 SH SOLE 0 0 78 SPDR SERIES TRUST PORTFLI INTRMDIT ETF PORTFLI INTRMDIT ETF 78464A672 195 6445 SH SOLE 0 0 6445 SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF PORTFOLI S&P 1500 COMP STK ETF 78464A805 29 522 SH SOLE 0 0 522 SPDR SERIES TRUST PORTFOLIO S&P 500 ETF PORTFOLIO S&P 500 ETF 78464A854 82 1538 SH SOLE 0 0 1538 SPDR SERIES TRUST PRTFLO S&P500 GW ETF PRTFLO S&P500 GW ETF 78464A409 77 1168 SH SOLE 0 0 1168 SPDR SERIES TRUST S&P BK ETF S&P BK ETF 78464A797 2071 39555 SH SOLE 0 0 39555 SPDR SERIES TRUST S&P DIVID ETF S&P DIVID ETF 78464A763 7 58 SH SOLE 0 0 58 SPDR SERIES TRUST S&P REGL BKG ETF S&P REGL BKG ETF 78464A698 95 1375 SH SOLE 0 0 1375 STARBUCKS CORP COM COM 855244109 38 414 SH SOLE 0 0 414 TD SYNNEX CORP COM COM 87162W100 6 62 SH SOLE 0 0 62 TENCENT HOLDINGS LIMITED ADR UNSPONSORED ADR UNSPONSORED 88032Q109 47 1005 SH SOLE 0 0 1005 TESLA INC COM COM 88160R101 42 39 SH SOLE 0 0 39 T-MOBILE US INC COM COM 872590104 13 100 SH SOLE 0 0 100 TRAVELERS COMPANIES INC COM COM 89417E109 13 70 SH SOLE 0 0 70 UNILEVER PLC ADR SPONSORED ADR SPONSORED 904767704 10 210 SH SOLE 0 0 210 UTD STS LIME&MINER COM COM 911922102 12 100 SH SOLE 0 0 100 VANECK ETF TRUST BIOTECH ETF BIOTECH ETF 92189F726 65 400 SH SOLE 0 0 400 VANECK ETF TRUST INFLATION ALLOCATION ETF INFLATION ALLOCATION ETF 92189F130 1677 59645 SH SOLE 0 0 59645 VANGUARD DIV APP ETF DIV APP ETF 921908844 5684 35053 SH SOLE 0 0 35053 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 259 1566 SH SOLE 0 0 1566 VANGUARD FINANCIALS ETF FINANCIALS ETF 92204A405 37 400 SH SOLE 0 0 400 VANGUARD FTSE DEV MKT ETF FTSE DEV MKT ETF 921943858 175 3638 SH SOLE 0 0 3638 VANGUARD GROWTH ETF GROWTH ETF 922908736 3589 12480 SH SOLE 0 0 12480 VANGUARD HEALTH CAR ETF HEALTH CAR ETF 92204A504 261 1024 SH SOLE 0 0 1024 VANGUARD HIGH DIV YLD ETF HIGH DIV YLD ETF 921946406 29515 262940 SH SOLE 0 0 262940 VANGUARD INDUSTRIAL ETF INDUSTRIAL ETF 92204A603 156 800 SH SOLE 0 0 800 VANGUARD INTER TERM TREAS ETF INTER TERM TREAS ETF 92206C706 2 25 SH SOLE 0 0 25 VANGUARD INTL DVD ETF INTL DVD ETF 921946810 53 670 SH SOLE 0 0 670 VANGUARD LARGE CAP ETF LARGE CAP ETF 922908637 5913 28359 SH SOLE 0 0 28359 VANGUARD MCAP GR IDXVIP ETF MCAP GR IDXVIP ETF 922908538 1048 4702 SH SOLE 0 0 4702 VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 552 3686 SH SOLE 0 0 3686 VANGUARD MEGA CAP VAL ETF MEGA CAP VAL ETF 921910840 84 785 SH SOLE 0 0 785 VANGUARD MEGA GRWTH IND ETF MEGA GRWTH IND ETF 921910816 4230 17968 SH SOLE 0 0 17968 VANGUARD MID CAP ETF MID CAP ETF 922908629 232 976 SH SOLE 0 0 976 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 34 312 SH SOLE 0 0 312 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 3865 9310 SH SOLE 0 0 9310 VANGUARD SM CP VAL ETF SM CP VAL ETF 922908611 53 300 SH SOLE 0 0 300 VANGUARD SMALL CP ETF SMALL CP ETF 922908751 384 1807 SH SOLE 0 0 1807 VANGUARD SML CP GRW ETF SML CP GRW ETF 922908595 37 150 SH SOLE 0 0 150 VANGUARD STAR FD TL INTL STK F ETF STAR FD TL INTL STK F ETF 921909768 4 75 SH SOLE 0 0 75 VANGUARD STRM INFPROIDX ETF STRM INFPROIDX ETF 922020805 27288 532863 SH SOLE 0 0 532863 VANGUARD TAX EXEMPT BD ETF TAX EXEMPT BD ETF 922907746 14 279 SH SOLE 0 0 279 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT ETF 922908769 2590 11377 SH SOLE 0 0 11377 VANGUARD TT WRLD ST ETF TT WRLD ST ETF 922042742 1093 10787 SH SOLE 0 0 10787 VANGUARD UTILITIES ETF UTILITIES ETF 92204A876 97 600 SH SOLE 0 0 600 VANGUARD VALUE ETF VALUE ETF 922908744 15668 106020 SH SOLE 0 0 106020 VANGUARD VNG RUS1000GRW ETF VNG RUS1000GRW ETF 92206C680 6 88 SH SOLE 0 0 88 VISA INC COM CL A COM CL A 92826C839 135 610 SH SOLE 0 0 610 WALT DISNEY COMPANY (THE) COM COM 254687106 25 181 SH SOLE 0 0 181 WELLS FARGO & COMPANY COM COM 949746101 5 109 SH SOLE 0 0 109 WELLTOWER OP INC COM USD1 COM USD1 95040Q104 5 50 SH SOLE 0 0 50 WOLVERINE WORLD WIDE INC COM COM 978097103 7 326 SH SOLE 0 0 326 YUM BRANDS INC COM COM 988498101 47 394 SH SOLE 0 0 394 YUM CHINA HOLDINGS INC COM COM 98850P109 16 392 SH SOLE 0 0 392