Titelia

Holdings of Clear Retirement Advice LLC

52 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 68 % of the equity sleeve

Sector breakdown

  • Technology 1.8 %
  • Financials 1.0 %
  • Communication 0.9 %
  • Funds 0.8 %
  • Consumer discretionary 0.6 %
  • Health care 0.2 %
  • Industrials 0.2 %
  • Unattributed 94.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US52126.5M $100.00 %

Positions

RankCompanySharesValueWeight
1Schwab Short-Term U.S. Treasury ETF 598,08314.5M $
2State Street SPDR Portfolio Developed World ex-US ETF 281,25912.8M $
3iShares Core S&P Total U.S. Stock Market ETF 83,50311.9M $
4Invesco Short Term Treasury ETF 112,55111.9M $
5Vanguard Index Funds 32,7117.1M $
6iShares Trust 133,0307M $
7Vanguard Index Funds 18,5895.6M $
8abrdn Physical Gold Shares ETF 121,6775.4M $
9Vanguard International Equity Index Funds 97,0455.2M $
10SPDR Series Trust 79,9434.5M $
11Vanguard Total Stock Market ETF 13,8294.4M $
12SPDR Series Trust 37,6253.7M $
13VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 35,2812.8M $
14Vanguard FTSE Developed Markets ETF 42,6832.7M $
15Ishares Gold Trust 27,9612.5M $
16Apple Inc 9,1472.3M $
17Schwab International Equity ETF 88,5992.2M $
18Schwab US Broad Market ETF 79,9172M $
19iShares Core MSCI Emerging Markets ETF 26,3601.8M $
20Schwab Strategic Trust 58,0351.8M $
21State Street SPDR S&P 600 Smal 12,0121.2M $
22Schwab Strategic Trust 30,108877K $
23SPDR SERIES TRUST 8,306785.6K $
24Vanguard Information Technology ETF 1,124784.2K $
25Vanguard Value ETF 3,851755.6K $
26iShares Trust 8,581708.5K $
27Visa Inc 2,003605.4K $
28State Street SPDR S&P 500 ETF Trust 874568.4K $
29Alphabet Inc 1,897545.5K $
30Alphabet Inc 1,852531.3K $
31Schwab U.S. REIT ETF 24,235520.8K $
32Mastercard Inc 1,029514.2K $
33Vanguard Growth ETF 937409.3K $
34Select Sector Spdr Trust 2,377384.4K $
35Select Sector Spdr Trust 3,352365.3K $
36VanEck ETF Trust 7,552350.6K $
37State Street SPDR Portfolio Emerging Markets ETF 7,457349.8K $
38iShares National Muni Bond ETF 3,217341.5K $
39State Street Health Care Select Sector SPDR ETF 2,236327.8K $
40State Street Utilities Select Sector SPDR ETF 6,652305.3K $
41AutoZone Inc 89300.6K $
42Vanguard World Fund 1,635294K $
43Invesco S&P 500 Equal Weight ETF 1,519291.5K $
44SELECT SECTOR SPDR TRUST (THE) 2,125282.4K $
45Johnson & Johnson 1,082264.5K $
46Fastenal Co 5,694264.2K $
47iShares MSCI EAFE Growth ETF 2,331259.6K $
48Select Sector Spdr Trust 3,000245.9K $
49TJX Cos Inc/The 1,433228.9K $
50iShares Russell 2000 Growth ETF 707221.9K $
51Home Depot Inc/The 642211.1K $
52Berkshire Hathaway Inc 423202.7K $