0001104659-21-105151.txt : 20210813
0001104659-21-105151.hdr.sgml : 20210813
20210813163526
ACCESSION NUMBER: 0001104659-21-105151
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210813
DATE AS OF CHANGE: 20210813
EFFECTIVENESS DATE: 20210813
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: 211172780
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
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06-30-2021
06-30-2021
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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
08-13-2021
0
162
288069
INFORMATION TABLE
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infotable.xml
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ABBVIE INC COM
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ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34
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8162
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1338
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AMERICAN ELECTRIC POWER CO
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214
2532
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COSTCO WHOLESALE CORP NEW COM
COM
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CVS HEALTH CORP COM
COM
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ENBRIDGE INC REGISTERED SHS ISIN#CA29250N1050
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EXXON MOBIL CORP COM
COM
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HOME DEPOT INC COM
COM
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INDEXIQ ACTIVE ETF TR IQ MACKAY MUN INSURED ETF
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COM
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QUALCOMM INC
COM
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206
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RAYTHEON TECHNOLOGIES CORP COM
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9125
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SANFILIPPO JOHN B & SON INC COM
COM
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SCHWAB CHARLES CORP NEW COM
COM
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81369Y506
2601
48292
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COM
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315
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PORTFOLIO DEVLPD
78463X889
1298
35274
SH
SOLE
35274
0
0
SPDR PORTFOLIO S&P 500 VALUE ETF
PRTFLO S&P500 VL
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427
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SH
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0
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SPDR S&P 500 ETF TR TR UNIT
TR UNIT
78462F103
1530
3574
SH
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0
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SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT
UTSER1 S&PDCRP
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440
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SOLE
440
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SPDR SER TR PORTFOLIO S&P 500 ETF
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42484
844100
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SPDR SER TR PORTFOLIO S&P 600 SMALL CAP ETF
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SPDR SER TR S&P 500 GROWTH ETF
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366
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78470P200
1987
39929
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39929
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TARGET CORP COM
COM
87612E106
374
1547
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1547
0
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TENCENT HLDGS LTD ADR ISIN#US88032Q1094
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88032Q109
246
3262
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TESLA INC COM
COM
88160R101
779
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1146
0
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TEXAS INSTRUMENTS INC
COM
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334
1735
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1735
0
0
T-MOBILE US INC COM
COM
872590104
316
2182
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SOLE
2182
0
0
UBER TECHNOLOGIES INC COM
COM
90353T100
231
4608
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0
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UNILEVER PLC SPON ADR NEW ISIN#US9047677045
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904767704
427
7304
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UNION PAC CORP COM
COM
907818108
1895
8614
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8614
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UNITED PARCEL SVC INC CL B
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911312106
1107
5323
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SOLE
5323
0
0
UNITEDHEALTH GROUP INC COM
COM
91324P102
953
2381
SH
SOLE
2381
0
0
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92189F106
518
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SOLE
15235
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92189H607
2067
9441
SH
SOLE
9441
0
0
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921937835
2944
34276
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SOLE
34276
0
0
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922908363
12701
32276
SH
SOLE
32276
0
0
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922908652
1096
5813
SH
SOLE
5813
0
0
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922908736
4590
16004
SH
SOLE
16004
0
0
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685
2888
SH
SOLE
2888
0
0
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922908751
6208
27555
SH
SOLE
27555
0
0
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922908769
795
3567
SH
SOLE
3567
0
0
VANGUARD INDEX FDS VANGUARD VALUE ETF
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922908744
2327
16931
SH
SOLE
16931
0
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922042858
368
6768
SH
SOLE
6768
0
0
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
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921943858
661
12837
SH
SOLE
12837
0
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VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF
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922907746
4119
74478
SH
SOLE
74478
0
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92206C706
2651
39088
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SOLE
39088
0
0
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92206C847
526
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17321
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13920
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0
0
WALMART INC COM
COM
931142103
426
3020
SH
SOLE
3020
0
0
WASTE MGMT INC DEL COM
COM
94106L109
280
2000
SH
SOLE
2000
0
0
WELLS FARGO & CO NEW COM
COM
949746101
324
7152
SH
SOLE
7152
0
0
ZOOM VIDEO COMMUNICATIONS INC CL A
CL A
98980L101
240
620
SH
SOLE
620
0
0
ZSCALER INC COM
COM
98980G102
502
2325
SH
SOLE
2325
0
0
ZYNGA INC CL A
CL A
98986T108
159
14924
SH
SOLE
14924
0
0