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Rita Rhodes

Clear Retirement Advice Llc

Assets Managed
$146.027M
Holdings
54
Last Quarter
2026 - Q2
Filed Date
13d ago
Growth Rate
14.66%(2Q avg: 6.87%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Clear Retirement Advice Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Clear Retirement Advice Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 146.027M in assets, with a quarterly growth rate of 14.66% and a 2-quarter average growth rate of 6.87%. The portfolio is managed by Rita Rhodes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 12.01%
11.08%
$16.171M
669,894 shares@ $24.14 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 9.75%
10.66%
$15.553M
308,661 shares@ $50.4 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 8.53%
10.2%
$14.886M
90,621 shares@ $164.28 avg price
TBLL
Invesco Short Term Treasury
Recent Activity
Increased 8.34%
8.82%
$12.872M
121,931 shares@ $105.58 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 6.06%
5.78%
$8.43M
34,691 shares@ $243.0 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 14.15%
5.45%
$7.958M
151,850 shares@ $52.41 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 5.36%
4.91%
$7.162M
19,585 shares@ $365.7 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 9.05%
4.33%
$6.316M
105,818 shares@ $59.7 avg price
SGOL
Abrdn Physical Gold Shares
Recent Activity
Increased 20.39%
3.84%
$5.6M
146,485 shares@ $38.24 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 12.06%
3.73%
$5.446M
89,583 shares@ $60.79 avg price

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