0001104659-21-023438.txt : 20210216
0001104659-21-023438.hdr.sgml : 20210216
20210216121219
ACCESSION NUMBER: 0001104659-21-023438
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210216
DATE AS OF CHANGE: 20210216
EFFECTIVENESS DATE: 20210216
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: 21634792
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
12-31-2020
12-31-2020
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
02-12-2021
0
143
244708
INFORMATION TABLE
2
infotable.xml
3M CO COM
COM
88579Y101
661
3784
SH
SOLE
3784
0
0
ABBOTT LABS COM
COM
002824100
306
2795
SH
SOLE
2795
0
0
ABBVIE INC COM
COM
00287Y109
882
8235
SH
SOLE
8235
0
0
ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34
SHS CLASS A
G1151C101
617
2361
SH
SOLE
2361
0
0
ADOBE SYS INC COM
COM
00724F101
703
1406
SH
SOLE
1406
0
0
ALPHABET INC CAP STK CL C
CL C
02079K107
3353
1914
SH
SOLE
1914
0
0
ALPHABET INC CL A
CL A
02079K305
1330
759
SH
SOLE
759
0
0
ALTERYX INC COM CL A
COM CL A
02156B103
682
5601
SH
SOLE
5601
0
0
ALTRIA GROUP INC COM
COM
02209S103
341
8317
SH
SOLE
8317
0
0
AMAZON COM INC
COM
023135106
3876
1190
SH
SOLE
1190
0
0
AMGEN INC COM
COM
031162100
1263
5495
SH
SOLE
5495
0
0
ANALOG DEVICES INC COM
COM
032654105
215
1455
SH
SOLE
1455
0
0
APPIAN CORP CL A
CL A
03782L101
288
1775
SH
SOLE
1775
0
0
APPLE INC COM
COM
037833100
9502
71608
SH
SOLE
71608
0
0
AT&T INC COM
COM
00206R102
767
26659
SH
SOLE
26659
0
0
BANK OF NEW YORK MELLON CORP COM
COM
064058100
312
7363
SH
SOLE
7363
0
0
BAXTER INTL INC COM
COM
071813109
246
3062
PRN
SOLE
3062
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
CL B NEW
084670702
7881
33989
SH
SOLE
33989
0
0
BLACKROCK INC COM
COM
09247X101
919
1274
SH
SOLE
1274
0
0
BRISTOL MYERS SQUIBB CO COM
COM
110122108
631
10178
SH
SOLE
10178
0
0
BROADCOM INC COM
COM
11135F101
429
979
SH
SOLE
979
0
0
CATERPILLAR INC COM
COM
149123101
363
1993
SH
SOLE
1993
0
0
CHEVRON CORP NEW COM
COM
166764100
523
6195
SH
SOLE
6195
0
0
CISCO SYSTEMS INC
COM
17275R102
572
12788
SH
SOLE
12788
0
0
COCA COLA COMPANY
COM
191216100
248
4528
SH
SOLE
4528
0
0
COMCAST CORP CL A
CL A
20030N101
1145
21854
SH
SOLE
21854
0
0
COSTCO WHOLESALE CORP NEW COM
COM
22160K105
500
1326
SH
SOLE
1326
0
0
CVS HEALTH CORP COM
COM
126650100
437
6404
SH
SOLE
6404
0
0
DISNEY WALT CO DISNEY COM
COM DISNEY
254687106
1789
9872
SH
SOLE
9872
0
0
DRAFTKINGS INC CL A
CL A
26142R104
680
14606
SH
SOLE
14606
0
0
ENBRIDGE INC COM ISIN#CA29250N1050
COM
29250N105
736
23012
SH
SOLE
23012
0
0
ENTERPRISE PRODS PARTNERS L P COM UNIT
COM
293792107
231
11795
SH
SOLE
11795
0
0
FACEBOOK INC CL A
CL A
30303M102
2276
8333
SH
SOLE
8333
0
0
FASTLY INC CL A
CL A
31188V100
2219
25400
SH
SOLE
25400
0
0
FISERV INC COM
COM
337738108
406
3566
SH
SOLE
3566
0
0
FORD MOTOR CO DEL COM PAR
COM
345370860
159
18125
SH
SOLE
18125
0
0
GENERAL DYNAMICS CORP COM
COM
369550108
420
2824
SH
SOLE
2824
0
0
GENERAL MILLS INC COM
COM
370334104
234
3978
SH
SOLE
3978
0
0
GILEAD SCIENCES INC
COM
375558103
412
7068
SH
SOLE
7068
0
0
HOME DEPOT INC COM
COM
437076102
446
1679
SH
SOLE
1679
0
0
INDEXIQ ACTIVE ETF TR IQ MACKAY MUN INSURED ETF
IQ MACKAY INSRED
45409F843
242
8750
SH
SOLE
8750
0
0
INTEL CORP COM
COM
458140100
1551
31130
SH
SOLE
31130
0
0
INTUIT INCORPORATED COM
COM
461202103
316
831
SH
SOLE
831
0
0
INVESCO EXCHANGE-TRADED FD TR II S&P 500 HIGH BETA ETF
S&P 500 HB ETF
46138E370
4275
75308
SH
SOLE
75308
0
0
INVITAE CORP COM
COM
46185L103
1467
35095
SH
SOLE
35095
0
0
IQVIA HLDGS INC COM
COM
46266C105
340
1898
SH
SOLE
1898
0
0
ISHARES GOLD TR ISHARES
ISHARES
464285105
510
28137
SH
SOLE
28137
0
0
ISHARES TR CORE S&P 500 ETF
CORE S&P500 ETF
464287200
337
898
SH
SOLE
898
0
0
ISHARES TR CORE S&P MID-CAP ETF
CORE S&P MCP ETF
464287507
3886
16906
SH
SOLE
16906
0
0
ISHARES TR CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
3269
35575
SH
SOLE
35575
0
0
ISHARES TR CORE U S AGGREGATE BD ETF
CORE US AGGBD ET
464287226
416
3520
SH
SOLE
3520
0
0
ISHARES TR INTER GOVT CR BD ETF
INTRM GOV CR ETF
464288612
546
4638
SH
SOLE
4638
0
0
ISHARES TR MSCI EAFE ETF
MSCI EAFE ETF
464287465
775
10627
SH
SOLE
10627
0
0
ISHARES TR NATL MUN BD ETF FD
NATIONAL MUN ETF
464288414
377
3214
SH
SOLE
3214
0
0
ISHARES TR RUSSELL 1000 GROWTH ETF
RUS 1000 GRW ETF
464287614
657
2725
SH
SOLE
2725
0
0
ISHARES TR S&P MIDCAP 400 GROWTH ETF
S&P MC 400GR ETF
464287606
306
4232
SH
SOLE
4232
0
0
ISHARES TR U S HEALTHCARE ETF
US HLTHCARE ETF
464287762
516
2100
SH
SOLE
2100
0
0
JD COM INC SPONS ADR REPSTG COM CL A
COM
47215P106
367
4180
SH
SOLE
4180
0
0
JOHNSON & JOHNSON COM
COM
478160104
2351
14936
SH
SOLE
14936
0
0
JP MORGAN CHASE & CO COM ISIN#US46625H1005
COM
46625H100
1274
10030
SH
SOLE
10030
0
0
KIMBERLY CLARK CORP COM
COM
494368103
515
3823
SH
SOLE
3823
0
0
LEMONADE INC COM
COM
52567D107
224
1832
SH
SOLE
1832
0
0
LILLY ELI & CO COM
COM
532457108
718
4251
SH
SOLE
4251
0
0
LOCKHEED MARTIN CORP COM
COM
539830109
276
777
SH
SOLE
777
0
0
LOWES COS INC COM
COM
548661107
879
5477
SH
SOLE
5477
0
0
LULULEMON ATHLETICA INC COM
COM
550021109
410
1179
SH
SOLE
1179
0
0
MASTERCARD INC CL A COM
COM
57636Q104
3363
9420
SH
SOLE
9420
0
0
MCDONALDS CORP
COM
580135101
1027
4785
SH
SOLE
4785
0
0
MERCADOLIBRE INC COM
COM
58733R102
503
300
SH
SOLE
300
0
0
MERCK & CO INC NEW COM
COM
58933Y105
580
7092
SH
SOLE
7092
0
0
MICROCHIP TECHNOLOGY INC COM
COM
595017104
283
2050
SH
SOLE
2050
0
0
MICROSOFT CORP COM
COM
594918104
5084
22859
SH
SOLE
22859
0
0
NAUTILUS INC COM
COM
63910B102
195
10729
SH
SOLE
10729
0
0
NEW AMER HIGH INCOME FD INC COM NEW
COM NEW
641876800
104
12000
SH
SOLE
12000
0
0
NEXTERA ENERGY INC COM
COM
65339F101
472
6124
SH
SOLE
6124
0
0
NIKE INC CL B
CL B
654106103
717
5065
SH
SOLE
5065
0
0
NOVARTIS AG SPONSORED ADR
SPONSORED ADR
66987V109
644
6817
SH
SOLE
6817
0
0
NVIDIA CORP COM
COM
67066G104
2245
4299
SH
SOLE
4299
0
0
O REILLY AUTOMOTIVE INC NEW COM
COM
67103H107
434
959
SH
SOLE
959
0
0
OKTA INC CL A
CL A
679295105
229
901
SH
SOLE
901
0
0
OLD SECOND BANCORP INC DEL COM
COM
680277100
318
31466
SH
SOLE
31466
0
0
ORACLE CORP COM
COM
68389X105
781
12078
SH
SOLE
12078
0
0
PAYPAL HLDGS INC COM
COM
70450Y103
1814
7747
SH
SOLE
7747
0
0
PELOTON INTERACTIVE INC CL A COM
COM CLA
70614W100
215
1416
SH
SOLE
1416
0
0
PEPSICO INC COM
COM
713448108
867
5848
SH
SOLE
5848
0
0
PFIZER INC COM
COM
717081103
465
12632
SH
SOLE
12632
0
0
PHILIP MORRIS INTL INC COM
COM
718172109
209
2520
SH
SOLE
2520
0
0
PIMCO ETF TR ENHANCED LOW DURATION ACTIVE ETF
ENHNCD LW DUR AC
72201R718
918
8997
SH
SOLE
8997
0
0
PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF
ENHAN SHRT MA AC
72201R833
1496
14657
SH
SOLE
14657
0
0
PINTEREST INC CL A
CL A
72352L106
1751
26576
SH
SOLE
26576
0
0
PROCTER & GAMBLE CO COM
COM
742718109
1037
7455
SH
SOLE
7455
0
0
RAYTHEON TECHNOLOGIES CORP COM
COM
75513E101
494
6906
SH
SOLE
6906
0
0
RBB FD INC MOTLEY FOOL 100 INDEX ETF
MOTLEY FOL ETF
74933W601
6381
180658
SH
SOLE
180658
0
0
ROKU INC COM CL A
COM CL A
77543R102
2906
8752
SH
SOLE
8752
0
0
SALESFORCE.COM INC COM STOCK
COM
79466L302
639
2871
SH
SOLE
2871
0
0
SANOFI SPONS ADR ISIN#US80105N1054
SPONSORED ADR
80105N105
281
5790
SH
SOLE
5790
0
0
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF
US DIVIDEND EQ
808524797
16785
261695
SH
SOLE
261695
0
0
SELECT SECTOR SPDR TR ENERGY
ENERGY ETF
81369Y506
922
24321
SH
SOLE
24321
0
0
SELECT SECTOR SPDR TR HEALTH CARE
CARE ETF
81369Y209
291
2569
SH
SOLE
2569
0
0
SELECT SECTOR SPDR TR TECHNOLOGY
TECHNOLOGY ETF
81369Y803
253
1943
SH
SOLE
1943
0
0
SHERWIN WILLIAMS CO COM
COM
824348106
1115
1517
SH
SOLE
1517
0
0
SLACK TECHNOLOGIES INC CL A COM
CL A
83088V102
257
6075
SH
SOLE
6075
0
0
SPDR GOLD TR GOLD SHS
GOLD SHS
78463V107
492
2759
SH
SOLE
2759
0
0
SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF
PORTFOLIO DEVLPD
78463X889
943
27948
SH
SOLE
27948
0
0
SPDR PORTFOLIO S&P 500 VALUE ETF
PRTFLO S&P500 VL
78464A508
270
7865
SH
SOLE
7865
0
0
SPDR S&P 500 ETF TR TR UNIT
TR UNIT
78462F103
1384
3703
SH
SOLE
3703
0
0
SPDR SER TR BLOOMBERG BARCLAYS 1-3 YR U S TREAS INDEX
PORTFOLIO SH TSR
78468R101
13040
424608
SH
SOLE
424608
0
0
SPDR SER TR NUVEEN BLOOMBERG BARCLAYS MUN BD ETF
NUVEEN BRC MUNIC
78468R721
1410
26864
SH
SOLE
26864
0
0
SPDR SER TR PORTFOLIO S&P 500 ETF
PORTFOLIO S&P500
78464A854
34825
792207
SH
SOLE
792207
0
0
SPDR SER TR PORTFOLIO S&P 600 SMALL CAP ETF
PORTFOLIO S&P600
78468R853
331
9246
SH
SOLE
9246
0
0
SPDR SER TR S&P 500 GROWTH ETF
PRTFLO S&P500 GW
78464A409
283
5125
SH
SOLE
5125
0
0
SQUARE INC CL A
CL A
852234103
611
2809
SH
SOLE
2809
0
0
SSGA ACTIVE TR SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF TACTICAL ETF
SPDR DBLELN SHRT
78470P200
2027
40687
SH
SOLE
40687
0
0
TAKE TWO INTERACTIVE SOFTWARE INC CDT COM
COM
874054109
296
1423
SH
SOLE
1423
0
0
TARGET CORP COM
COM
87612E106
275
1557
SH
SOLE
1557
0
0
TENCENT HLDGS LTD ADR ISIN#US88032Q1094
SPONSORED ADR
88032Q109
258
3595
SH
SOLE
3595
0
0
TEXAS INSTRUMENTS INC
COM
882508104
276
1680
SH
SOLE
1680
0
0
THE TRADE DESK INC COM CL A
COM CL A
88339J105
682
851
SH
SOLE
851
0
0
UBER TECHNOLOGIES INC COM
COM
90353T100
225
4408
SH
SOLE
4408
0
0
UNILEVER PLC SPON ADR NEW ISIN#US9047677045
SPON ADR NEW
904767704
465
7710
SH
SOLE
7710
0
0
UNION PAC CORP COM
COM
907818108
1673
8037
SH
SOLE
8037
0
0
UNITED PARCEL SVC INC CL B
CL B
911312106
848
5036
SH
SOLE
5036
0
0
UNITEDHEALTH GROUP INC COM
COM
91324P102
780
2224
SH
SOLE
2224
0
0
VANECK VECTORS ETF TR GOLD MINERS ETF
GOLD MINERS ETF
92189F106
502
13945
SH
SOLE
13945
0
0
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF
TOTAL BND MRKT
921937835
3161
35840
SH
SOLE
35840
0
0
VANGUARD INDEX FDS S&P 500 ETF SHS NEW
SHS NEW
922908363
11420
33227
SH
SOLE
33227
0
0
VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF
EXTEND MKT ETF
922908652
957
5813
SH
SOLE
5813
0
0
VANGUARD INDEX FDS VANGUARD GROWTH ETF
GROWTH ETF
922908736
4246
16760
SH
SOLE
16760
0
0
VANGUARD INDEX FDS VANGUARD MID-CAP ETF
MID-CAP ETF
922908629
602
2913
SH
SOLE
2913
0
0
VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF
SMALL CP ETF
922908751
5272
27080
SH
SOLE
27080
0
0
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
TOTAL STK MKT
922908769
699
3592
SH
SOLE
3592
0
0
VANGUARD INDEX FDS VANGUARD VALUE ETF
VALUE ETF
922908744
1976
16610
SH
SOLE
16610
0
0
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF
FTSE EMR MKT ETF
922042858
591
11793
SH
SOLE
11793
0
0
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
921943858
615
13037
SH
SOLE
13037
0
0
VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD
INTER-TERM TREAS INDEX FD
92206C706
12853
185142
SH
SOLE
185142
0
0
VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM TREAS INDEX FD
SHORT TERM TREAS INDEX FD
92206C102
1145
18589
SH
SOLE
18589
0
0
VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF
DIV APP ETF
921908844
1028
7284
SH
SOLE
7284
0
0
VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS
HIGH DIV YLD
921946406
1583
17300
SH
SOLE
17300
0
0
VERIZON COMMUNICATIONS INC COM
COM
92343V104
993
16908
SH
SOLE
16908
0
0
VISA INC COM CL A
CL A
92826C839
2930
13394
SH
SOLE
13394
0
0
ZOOM VIDEO COMMUNICATIONS INC CL A
CL A
98980L101
209
620
SH
SOLE
620
0
0
ZSCALER INC COM
COM
98980G102
499
2501
SH
SOLE
2501
0
0
ZYNGA INC CL A
CL A
98986T108
158
16024
SH
SOLE
16024
0
0