Chief Compliance Officer

0001841174-22-000003.txt : 20220811 0001841174-22-000003.hdr.sgml : 20220811 20220811112654 ACCESSION NUMBER: 0001841174-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220811 DATE AS OF CHANGE: 20220811 EFFECTIVENESS DATE: 20220811 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: 221154404 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 06-30-2022 06-30-2022 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 08-11-2022 0 210 256500 false INFORMATION TABLE 2 cpfp_13f06302022.xml 3 D SYSTEMS INC COM COM 88554D205 1 65 SH SOLE 0 0 65 3M COMPANY COM COM 88579Y101 12 90 SH SOLE 0 0 90 ADAMS DIVERSIFIED EQUITY FD COM COM 006212104 7 456 SH SOLE 0 0 456 ALPHABET INC COM CL A COM CL A 02079K305 65 30 SH SOLE 0 0 30 ALPHABET INC COM CL C COM CL C 02079K107 55 25 SH SOLE 0 0 25 AMAZON COM INC COM COM 023135106 96 900 SH SOLE 0 0 900 AMERISOURCEBERGEN CORPORATION COM COM 03073E105 18 125 SH SOLE 0 0 125 AMGEN INC COM COM 031162100 22 90 SH SOLE 0 0 90 APPLE INC COM COM 037833100 158 1155 SH SOLE 0 0 1155 BANK OF AMERICA CORPORATION COM COM 060505104 6 179 SH SOLE 0 0 179 BARRICK GOLD CORPORATION COM COM 067901108 3 164 SH SOLE 0 0 164 BOOKING HOLDINGS INC COM COM 09857L108 30 17 SH SOLE 0 0 17 BRIGHTSPIRE CAPITAL INC COM USD0.01 CL A COM USD0.01 CL A 10949T109 7 969 SH SOLE 0 0 969 CANOPY 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INC COM COM 88160R101 26 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 12 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 11 100 SH SOLE 0 0 100 VANECK ETF TRUST BIOTECH ETF BIOTECH ETF 92189F726 8 55 SH SOLE 0 0 55 VANECK ETF TRUST INFLATION ALLOCATION ETF INFLATION ALLOCATION ETF 92189F130 2421 97821 SH SOLE 0 0 97821 VANGUARD DIV APP ETF DIV APP ETF 921908844 1603 11172 SH SOLE 0 0 11172 VANGUARD ESG US STK ETF ESG US STK ETF 921910733 7 100 SH SOLE 0 0 100 VANGUARD EXTEND MKT ETF EXTEND MKT ETF 922908652 200 1526 SH SOLE 0 0 1526 VANGUARD FINANCIALS ETF FINANCIALS ETF 92204A405 19 250 SH SOLE 0 0 250 VANGUARD GROWTH ETF GROWTH ETF 922908736 1138 5106 SH SOLE 0 0 5106 VANGUARD HEALTH CAR ETF HEALTH CAR ETF 92204A504 241 1024 SH SOLE 0 0 1024 VANGUARD HIGH DIV YLD ETF HIGH DIV YLD ETF 921946406 24764 243498 SH SOLE 0 0 243498 VANGUARD INDUSTRIAL ETF INDUSTRIAL ETF 92204A603 131 800 SH SOLE 0 0 800 VANGUARD INTER TERM TREAS ETF INTER TERM TREAS ETF 92206C706 2 25 SH SOLE 0 0 25 VANGUARD LARGE CAP ETF LARGE CAP ETF 922908637 1798 10431 SH SOLE 0 0 10431 VANGUARD MCAP GR IDXVIP ETF MCAP GR IDXVIP ETF 922908538 272 1550 SH SOLE 0 0 1550 VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 255 1968 SH SOLE 0 0 1968 VANGUARD MEGA CAP VAL ETF MEGA CAP VAL ETF 921910840 3082 32047 SH SOLE 0 0 32047 VANGUARD MEGA GRWTH IND ETF MEGA GRWTH IND ETF 921910816 1919 10560 SH SOLE 0 0 10560 VANGUARD MID CAP ETF MID CAP ETF 922908629 147 744 SH SOLE 0 0 744 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 34 378 SH SOLE 0 0 378 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 4243 12233 SH SOLE 0 0 12233 VANGUARD SMALL CP ETF SMALL CP ETF 922908751 253 1439 SH SOLE 0 0 1439 VANGUARD SML CP GRW ETF SML CP GRW ETF 922908595 20 100 SH SOLE 0 0 100 VANGUARD STRM INFPROIDX ETF STRM INFPROIDX ETF 922020805 24406 486945 SH SOLE 0 0 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