Managing Member

0001104659-20-013246.txt : 20200210 0001104659-20-013246.hdr.sgml : 20200210 20200210132012 ACCESSION NUMBER: 0001104659-20-013246 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200210 DATE AS OF CHANGE: 20200210 EFFECTIVENESS DATE: 20200210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Clear Perspective Advisors, LLC CENTRAL INDEX KEY: 0001704677 IRS NUMBER: 000000000 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18061 FILM NUMBER: 20590979 BUSINESS ADDRESS: STREET 1: 201 N. CONSTITUTION DR. STREET 2: SUITE 2 CITY: AURORA STATE: IL ZIP: 60506 BUSINESS PHONE: 6307801701 MAIL ADDRESS: STREET 1: 201 N. CONSTITUTION DR. STREET 2: SUITE 2 CITY: AURORA STATE: IL ZIP: 60506 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001704677 XXXXXXXX 12-31-2019 12-31-2019 false Clear Perspective Advisors, LLC

201 N. Constitution Dr. Suite 2 Aurora IL 60506

13F HOLDINGS REPORT 028-18061 N Stewart Beach Managing Member 630-780-1701 /s/ Stewart Beach Aurora IL 02-07-2020 0 134 161582 INFORMATION TABLE 2 infotable.xml 3M CO COM COM 88579Y101 795 4504 SH SOLE 4504 0 0 ABBOTT LABS COM COM 002824100 340 3910 SH SOLE 3910 0 0 ABBVIE INC COM COM 00287Y109 521 5886 SH SOLE 5886 0 0 ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34 SHS G1151C101 514 2441 SH SOLE 2441 0 0 ADOBE SYS INC COM COM 00724F101 288 874 SH SOLE 874 0 0 ALPHABET INC CAP STK CL C CL C 02079K107 3162 2365 SH SOLE 2365 0 0 ALPHABET INC CL A CL A 02079K305 1047 782 SH SOLE 782 0 0 ALTRIA GROUP INC COM COM 02209S103 669 13406 SH SOLE 13406 0 0 AMAZON COM INC COM 023135106 2432 1316 SH SOLE 1316 0 0 AMERICAN EXPRESS COMPANY OM 025816109 246 1974 SH SOLE 1974 0 0 AMGEN INC COM COM 031162100 1446 6000 SH SOLE 6000 0 0 APPLE INC COM COM 037833100 6127 20864 SH SOLE 20864 0 0 AT&T INC COM COM 00206R102 1174 30033 SH SOLE 30033 0 0 AVON PRODS INC COM C/A EFF 01/06/20 1 OLD/.30 CU 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10184 SH SOLE 10184 0 0 UNION PAC CORP COM COM 907818108 1466 8110 SH SOLE 8110 0 0 UNITED PARCEL SVC INC CL B CL B 911312106 726 6206 SH SOLE 6206 0 0 UNITED TECHNOLOGIES CORP COM COM 913017109 1276 8520 SH SOLE 8520 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 483 1643 SH SOLE 1643 0 0 US BANCORP DEL COM COM 902973304 375 6332 SH SOLE 6332 0 0 VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF TOTAL BND MRKT 921937835 2910 34706 SH SOLE 34706 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS NEW S&P 500 ETF SHS 922908363 14627 49448 SH SOLE 49448 0 0 VANGUARD INDEX FDS VANGUARD GROWTH ETF GROWTH ETF 922908736 2798 15360 SH SOLE 15360 0 0 VANGUARD INDEX FDS VANGUARD MID-CAP ETF MID CAP ETF 922908629 599 3362 SH SOLE 3362 0 0 VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF REIT ETF 922908751 2127 12841 SH SOLE 12841 0 0 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF SM CP VAL ETF 922908769 412 2520 SH SOLE 2520 0 0 VANGUARD INDEX FDS VANGUARD VALUE ETF TOTAL STK MKT 922908744 2643 22051 SH SOLE 22051 0 0 VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF FTSE SMCAP ETF 922042858 717 16125 SH SOLE 16125 0 0 VANGUARD INTL FD FTSE DEVELOPED MKTS ETF VGTLINTLSTKF 921943858 669 15182 SH SOLE 15182 0 0 VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF TAX EXEMPT BD 922907746 2134 39850 SH SOLE 39850 0 0 VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD TT WRLD ST ETF 92206C706 3233 49061 SH SOLE 49061 0 0 VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM TREAS INDEX FD INT-TERM GOV 92206C102 3635 59753 SH SOLE 59753 0 0 VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF SHTRM GVT BD ETF 921908844 945 7584 SH SOLE 7584 0 0 VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS DIV APP ETF 921909768 1263 22671 SH SOLE 22671 0 0 VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS HIGH DIV YLD 921946406 982 10475 SH SOLE 10475 0 0 VANGUARD WORLD FDS VANGUARD ENERGY ETF ENERGY ETF 92204A306 372 4562 SH SOLE 4562 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 1004 16345 SH SOLE 16345 0 0 VISA INC COM CL A CL A 92826C839 2812 14966 SH SOLE 14966 0 0 WELLS FARGO & CO NEW COM COM 949746101 1426 26502 SH SOLE 26502 0 0