0001104659-20-121083.txt : 20201104
0001104659-20-121083.hdr.sgml : 20201104
20201103200101
ACCESSION NUMBER: 0001104659-20-121083
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201104
DATE AS OF CHANGE: 20201103
EFFECTIVENESS DATE: 20201104
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: 201284907
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
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0001704677
XXXXXXXX
09-30-2020
09-30-2020
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
11-03-2020
0
137
212989
INFORMATION TABLE
2
infotable.xml
3M CO COM
COM
88579Y101
688
3950
SH
SOLE
3950
0
0
ABBOTT LABORATORIES
COM
002824100
380
3014
SH
SOLE
3014
0
0
ABBVIE INC
COM
00287Y109
363
8206
SH
SOLE
8206
0
0
ACCENTURE PLC COMMON STOCK
SHS CLASS A
G1151C101
3052
3045
SH
SOLE
3045
0
0
ADOBE SYS INC COM
COM
00724F101
1083
1462
SH
SOLE
1462
0
0
ALPHABET INC CAP STK CL C
CL C
02079K107
12966
2071
SH
SOLE
2071
0
0
ALPHABET INC CL A
CL A
02079K305
1127
781
SH
SOLE
781
0
0
ALTERYX INC COM CL A
COM CL A
02156B103
665
3369
SH
SOLE
3369
0
0
ALTRIA GROUP INC COM
COM
02209S103
379
10187
SH
SOLE
10187
0
0
AMAZON COM INC
COM
023135106
633
1025
SH
SOLE
1025
0
0
AMERICAN TOWER CORP NEW COM
COM
03027X100
534
851
SH
SOLE
851
0
0
AMGEN INC COM
COM
031162100
286
5163
SH
SOLE
5163
0
0
APPLE COMPUTER
COM
037833100
237
74391
SH
SOLE
74391
0
0
AT&T INC COM
COM
00206R102
386
26652
SH
SOLE
26652
0
0
BANK OF NEW YORK MELLON CORP COM
COM
064058100
227
8268
SH
SOLE
8268
0
0
BAXTER INTL
COM
071813109
394
3212
SH
SOLE
3212
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0
BERKSHIRE HATHAWAY INC DEL CL B NEW
CL B NEW
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804
34148
SH
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0
BLACKROCK INC
COM
09247X101
345
1383
SH
SOLE
1383
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0
BOOKING HLDGS INC COM
COM
09857L108
623
235
SH
SOLE
235
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
1633
9196
SH
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0
BROADCOM INC COM
COM
11135F101
240
810
SH
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0
0
CATERPILLAR INC COM
COM
149123101
1395
2242
SH
SOLE
2242
0
0
CHEVRON CORP
COM
166764100
12399
8488
SH
SOLE
8488
0
0
CISCO SYSTEMS INC
COM
17275R102
36585
13298
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0
CLOVIS ONCOLOGY INC COM
COM
189464100
203
10000
SH
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10000
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0
COMCAST CORP CL A
CL A
20030N101
249
23025
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SOLE
23025
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0
COSTCO WHOLESALE CORP
COM
22160K105
664
1477
SH
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1477
0
0
CVS HEALTH CORP COM
COM
126650100
458
5938
SH
SOLE
5938
0
0
DISNEY WALT CO DISNEY COM
COM DISNEY
254687106
1252
9964
SH
SOLE
9964
0
0
ENBRIDGE INC
COM
29250N105
1763
22688
SH
SOLE
22688
0
0
ENTERPRISE PRODS PARTNERS L P COM UNIT
COM
293792107
400
11795
SH
SOLE
11795
0
0
FACEBOOK INC CL A
CL A
30303M102
3331
8497
SH
SOLE
8497
0
0
FASTLY INC CL A
CL A
31188V100
1234
18447
SH
SOLE
18447
0
0
FISERV INC COM
COM
337738108
529
3515
SH
SOLE
3515
0
0
FORD MOTOR CO DEL COM PAR
COM
345370860
1638
20044
SH
SOLE
20044
0
0
GENERAL DYNAMICS CORP COM
COM
369550108
759
3095
PRN
SOLE
3095
0
0
GENERAL MILLS INC COM
COM
370334104
486
3290
SH
SOLE
3290
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0
GILEAD SCIENCES INC
COM
375558103
2380
6471
SH
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0
HOME DEPOT INC COM
COM
437076102
620
1294
SH
SOLE
1294
0
0
INDEXIQ ACTIVE ETF TR IQ MACKAY MUN INSURED ETF
IQ MACKAY INSRED
45409F843
413
8750
SH
SOLE
8750
0
0
INTEL CORP COM
COM
458140100
340
31888
SH
SOLE
31888
0
0
INTUIT INCORPORATED COM
COM
461202103
364
845
SH
SOLE
845
0
0
INVITAE CORP COM
COM
46185L103
325
20286
SH
SOLE
20286
0
0
IQVIA HLDGS INC COM
COM
46266C105
3330
1898
SH
SOLE
1898
0
0
ISHARES GOLD TR ISHARES
ISHARES
464285105
338
28137
SH
SOLE
28137
0
0
ISHARES TR CORE S&P 500 ETF
CORE S&P500 ETF
464287200
1007
988
SH
SOLE
988
0
0
ISHARES TR CORE S&P MID-CAP ETF
CORE S&P MCP ETF
464287507
299
16302
SH
SOLE
16302
0
0
ISHARES TR CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
879
31603
SH
SOLE
31603
0
0
ISHARES TR CORE U S AGGREGATE BD ETF
CORE US AGGBD ET
464287226
238
2310
SH
SOLE
2310
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0
ISHARES TR INTER GOVT CR BD ETF
INTRM GOV CR ETF
464288612
1728
4638
SH
SOLE
4638
0
0
ISHARES TR MSCI EAFE INDEX FD
MSCI EAFE ETF
464287465
2225
10902
SH
SOLE
10902
0
0
ISHARES TR NATL MUN BD ETF FD
NATIONAL MUN ETF
464288414
662
3215
SH
SOLE
3215
0
0
ISHARES TR RUSSELL 1000 GROWTH ETF
RUS 1000 GRW ETF
464287614
524
2725
SH
SOLE
2725
0
0
ISHARES TR S&P MIDCAP 400 GROWTH ETF
S&P MC 400GR ETF
464287606
1065
1102
SH
SOLE
1102
0
0
ISHARES TR U S HEALTHCARE ETF
US HLTHCARE ETF
464287762
524
2100
SH
SOLE
2100
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0
JD COM INC SPONS ADR REPSTG COM CL A
COM
47215P106
295
4355
SH
SOLE
4355
0
0
JOHNSON & JOHNSON
COM
478160104
402
14499
SH
SOLE
14499
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0
JP MORGAN CHASE & CO COM ISIN#US46625H1005
COM
46625H100
779
10463
SH
SOLE
10463
0
0
KIMBERLY CLARK CORP COM
COM
494368103
206
1473
SH
SOLE
1473
0
0
LILLY ELI & CO COM
COM
532457108
394
4429
SH
SOLE
4429
0
0
LOCKHEED MARTIN CORP COM
COM
539830109
383
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SH
SOLE
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0
0
LOWES COS INC COM
COM
548661107
1145
7222
SH
SOLE
7222
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LULULEMON ATHLETICA INC COM
COM
550021109
3044
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1214
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MASTERCARD INC CL A COM
COM
57636Q104
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SH
SOLE
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MCDONALDS CORP
COM
580135101
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4483
SH
SOLE
4483
0
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MERCADOLIBRE INC COM
COM
58733R102
760
300
SH
SOLE
300
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MERCK & CO INC NEW COM
COM
58933Y105
219
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SOLE
4386
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MICROCHIP TECHNOLOGY INC COM
COM
595017104
628
2050
SH
SOLE
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MICROSOFT CORP COM
COM
594918104
1052
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NETFLIX INC COM
COM
64110L106
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680
SH
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NEXTERA ENERGY INC COM
COM
65339F101
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SH
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NIKE INC CL B
CL B
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754
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SH
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NOVARTIS AG SPONSORED ADR
SPONSORED ADR
66987V109
513
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NVIDIA CORP COM
COM
67066G104
10492
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O REILLY AUTOMOTIVE INC NEW COM
COM
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1054
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OKTA INC CL A
CL A
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OLD SECOND BANCORP INC DEL COM
COM
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ORACLE CORP COM
COM
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PAYCHEX INC COM
COM
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PAYPAL HOLDINGS INC
COM
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PEPSICO INC COM
COM
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PFIZER INC COM
COM
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PHILIP MORRIS INTL INC COM
COM
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251
2684
SH
SOLE
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PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF
ENHAN SHRT MA AC
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238
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SH
SOLE
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PINTEREST INC CL A
CL A
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460
29718
SH
SOLE
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PROCTER & GAMBLE CO COM
COM
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SH
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RAYTHEON TECHNOLOGIES CORP COM
COM
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RBB FD INC MOTLEY FOOL 100 INDEX ETF
MOTLEY FOL ETF
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SH
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ROKU INC COM CL A
COM CL A
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SALESFORCE.COM INC COM STOCK
COM
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SANOFI SPONS ADR ISIN#US80105N1054
SPONSORED ADR
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US DIVIDEND EQ
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SELECT SECTOR SPDR TR ENERGY
ENERGY ETF
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SELECT SECTOR SPDR TR HEALTH CARE
CARE ETF
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SELECT SECTOR SPDR TR TECHNOLOGY
TECHNOLOGY ETF
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645
1943
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SHERWIN WILLIAMS CO COM
COM
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211
1500
SH
SOLE
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SLACK TECHNOLOGIES INC CL A COM
CL A
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4714
14367
SH
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14367
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SPDR GOLD TR GOLD SHS
GOLD SHS
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984
2588
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SOLE
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SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF
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400
22683
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SOLE
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SPDR PORTFOLIO S&P 500 VALUE ETF
PRTFLO S&P500 VL
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1198
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0
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SPDR S&P 500 ETF TR TR UNIT
TR UNIT
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286
3738
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SOLE
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SPDR SER TR BLOOMBERG BARCLAYS 1-3 YR U S TREAS INDEX
PORTFOLIO SH TSR
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656
403872
SH
SOLE
403872
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SPDR SER TR NUVEEN BLOOMBERG BARCLAYS MUN BD ETF
NUVEEN BRC MUNIC
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217
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SH
SOLE
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SPDR SER TR PORTFOLIO S&P 500 ETF
PORTFOLIO S&P500
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SPDR SER TR PORTFOLIO S&P 600 SMALL CAP ETF
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546
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SPDR SER TR S&P 500 GROWTH ETF
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SOLE
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SQUARE INC CL A
CL A
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2832
SH
SOLE
2832
0
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SSGA ACTIVE TR SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF TACTICAL ETF
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477
32827
SH
SOLE
32827
0
0
TAKE TWO INTERACTIVE SOFTWARE INC CDT COM
COM
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591
1442
SH
SOLE
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0
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TARGET CORP COM
COM
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0
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TEXAS INSTRUMENTS INC
COM
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SH
SOLE
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THE TRADE DESK INC COM CL A
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1029
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SOLE
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0
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TWITTER INC COM
COM
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8515
SH
SOLE
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UNILEVER PLC SPON ADR NEW ISIN#US9047677045
SPON ADR NEW
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SOLE
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UNION PACIFIC CORP
COM
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8382
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SOLE
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0
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UNITED PARCEL SVC INC CL B
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5377
SH
SOLE
5377
0
0
UNITEDHEALTH GROUP INC COM
COM
91324P102
359
2134
SH
SOLE
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0
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TOTAL BND MRKT
921937835
409
31719
SH
SOLE
31719
0
0
VANGUARD INDEX FDS S&P 500 ETF SHS NEW
SHS NEW
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203
34103
SH
SOLE
34103
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VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF
EXTEND MKT ETF
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428
5813
SH
SOLE
5813
0
0
VANGUARD INDEX FDS VANGUARD GROWTH ETF
GROWTH ETF
922908736
133
16210
SH
SOLE
16210
0
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VANGUARD INDEX FDS VANGUARD MID-CAP ETF
MID-CAP ETF
922908629
362
2913
SH
SOLE
2913
0
0
VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF
SMALL CP ETF
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186
6839
SH
SOLE
6839
0
0
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
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1236
3689
SH
SOLE
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VANGUARD INDEX FDS VANGUARD VALUE ETF
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58
15689
SH
SOLE
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VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF
FTSE EMR MKT ETF
922042858
611
11850
SH
SOLE
11850
0
0
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
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334
13132
SH
SOLE
13132
0
0
VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD
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347
183962
SH
SOLE
183962
0
0
VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM TREAS INDEX FD
SHORT TERM TREAS INDEX FD
92206C102
554
18150
SH
SOLE
18150
0
0
VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF
DIV APP ETF
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7271
7284
SH
SOLE
7284
0
0
VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS
HIGH DIV YLD
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258
17400
SH
SOLE
17400
0
0
VERIZON COMMUNICATIONS INC COM
COM
92343V104
284
18210
SH
SOLE
18210
0
0
VISA INC COM CL A
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8615
15263
SH
SOLE
15263
0
0
WELLS FARGO & CO NEW COM
COM
949746101
1312
9326
SH
SOLE
9326
0
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ZOOM VIDEO COMMUNICATIONS INC CL A
CL A
98980L101
3227
809
SH
SOLE
809
0
0
ZSCALER INC COM
COM
98980G102
328
2577
SH
SOLE
2577
0
0