Clear Investment Research

Latest statistics and disclosures from Clear Investment Research's latest quarterly 13F-HR filing:

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Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 221 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.3 $8.4M -2% 16k 525.74
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Graphic Packaging Holding Company (GPK) 8.0 $6.0M -9% 205k 29.18
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Ishares Tr Core S&p Mcp Etf (IJH) 7.0 $5.2M +344% 85k 60.74
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Vanguard Index Fds Real Estate Etf (VNQ) 5.6 $4.2M +8% 49k 86.48
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Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 5.1 $3.8M +8% 130k 29.02
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Ishares Tr Cores Msci Eafe (IEFA) 4.2 $3.1M 42k 74.22
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.0 $3.0M +81% 66k 45.31
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Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.5 $2.6M 42k 62.06
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Apple (AAPL) 3.4 $2.5M 15k 171.48
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Ishares Tr Core S&p Scp Etf (IJR) 3.2 $2.4M +3% 22k 110.52
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Ishares Core Msci Emkt (IEMG) 2.9 $2.2M -7% 42k 51.60
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Eli Lilly & Co. (LLY) 2.7 $2.0M 2.6k 778.03
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Microsoft Corporation (MSFT) 2.2 $1.7M 3.9k 420.74
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Scwab Strategic Tr Sht Tm Us Tres (SCHO) 2.1 $1.6M +20% 33k 48.21
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Ishares Tr S&p 500 Val Etf (IVE) 1.8 $1.3M 7.0k 186.81
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Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $1.1M -6% 14k 81.43
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $1.1M -8% 13k 84.45
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NVIDIA Corporation (NVDA) 1.2 $908k -4% 1.0k 903.73
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Spdr Ser Tr Portfolio S&p400 (SPMD) 1.1 $854k +9% 16k 53.34
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $785k -4% 16k 50.17
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Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $733k 7.4k 99.44
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Scwab Strategic Tr Us Tips Etf (SCHP) 0.9 $698k +4% 13k 52.16
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Dollar Tree (DLTR) 0.9 $692k 5.2k 133.15
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Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $669k 7.2k 92.72
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Bank of America Corporation (BAC) 0.9 $669k 18k 37.92
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Ishares Tr Tips Bd Etf (TIP) 0.9 $641k +12% 6.0k 107.42
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Scwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $605k 12k 49.24
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Scwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $586k 15k 39.02
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Amazon (AMZN) 0.8 $578k -3% 3.2k 180.38
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.7 $553k +1884% 14k 38.47
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Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.7 $526k 6.9k 75.98
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $523k 6.7k 77.74
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $423k 1.6k 270.92
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Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $372k 2.3k 158.82
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $357k 3.6k 97.94
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Bershire Hathaway Inc Del Cl B New (BRK.B) 0.5 $352k 837.00 420.52
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Ishares Tr Core Smc600vl Etf (IJS) 0.4 $325k +7% 3.2k 102.76
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Ishares Tr Sp Smcp600gr Etf (IJT) 0.4 $324k +2% 2.5k 130.73
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $323k 2.1k 150.93
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Johnson & Johnson (JNJ) 0.4 $303k 1.9k 158.19
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $294k -3% 1.8k 164.40
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $292k 4.8k 60.43
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $268k 8.9k 30.22
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Ishares Tr Core Div Grwth (DGRO) 0.4 $265k 4.6k 58.07
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Ryder System (R) 0.3 $257k 2.1k 120.19
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Lowe's Companies (LOW) 0.3 $255k 1.0k 254.73
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $224k 2.4k 94.86
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Ishares Min Vol Emrg Mkt (EEMV) 0.3 $223k 3.9k 56.60
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Ishares Tr U.s Real Es Etf (IYR) 0.3 $210k +3% 2.3k 89.91
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Ishares Tr U S Equity Factr (LRGF) 0.3 $205k 3.8k 53.81
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Ishares Tr Core Msci Total (IXUS) 0.3 $205k -10% 3.0k 67.86
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CVS Caremark Corporation (CVS) 0.3 $196k 2.5k 79.79
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Procter & Gamble Company (PG) 0.3 $196k -15% 1.2k 162.29
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $192k 432.00 444.01
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Scwab Strategic Tr Us Reit Etf (SCHH) 0.2 $178k -13% 8.8k 20.30
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $176k 337.00 523.07
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $169k +3% 2.7k 63.35
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Barclays Bk Djubs Cmdt Etn36 (DJP) 0.2 $165k 5.3k 31.10
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Wells Fargo & Company (WFC) 0.2 $159k 2.7k 57.96
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Southern Company (SO) 0.2 $145k 2.0k 71.75
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Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $143k 2.0k 72.55
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Scwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $135k 1.7k 80.63
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Exxon Mobil Corporation (XOM) 0.2 $121k +3% 1.0k 116.25
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $118k 2.2k 54.43
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Ishares Tr Jp Mor Em Mk Etf (EMB) 0.2 $115k -6% 1.3k 89.67
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Applied Materials (AMAT) 0.2 $115k -8% 555.00 206.23
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Wal-Mart Stores (WMT) 0.1 $111k +197% 1.8k 60.20
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Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.1 $107k 4.3k 25.25
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $107k 2.2k 47.44
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Ishares Us Etf Tr Blackrock Sh Dur (NEAR) 0.1 $104k +5% 2.1k 50.46
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $103k +5% 2.5k 40.71
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $103k +3% 487.00 210.60
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Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.1 $102k 1.5k 65.87
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John Hancock Exchage Traded Multifactor Mi (JHMM) 0.1 $97k +22% 1.7k 57.38
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Truist Financial Corp equities (TFC) 0.1 $97k 2.5k 38.98
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Home Depot (HD) 0.1 $90k 235.00 384.33
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Lockheed Martin Corporation (LMT) 0.1 $87k +101% 191.00 455.63
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United Sts Oil Units (USO) 0.1 $87k +6% 1.1k 78.73
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Ishares Gold Tr Ishares New (IAU) 0.1 $87k 2.1k 42.01
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $87k 257.00 337.05
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Vanguard Bd Index Short Trm Bond (BSV) 0.1 $85k 1.1k 76.67
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $82k +200% 363.00 225.92
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Advanced Micro Devices (AMD) 0.1 $79k +7% 437.00 180.49
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Cadence Design Systems (CDNS) 0.1 $78k 250.00 311.28
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Broadcom (AVGO) 0.1 $76k -19% 57.00 1330.96
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Tesla Motors (TSLA) 0.1 $74k +50% 422.00 175.79
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Best Buy (BBY) 0.1 $74k 900.00 82.03
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Ishares Tr Core High Dv Etf (HDV) 0.1 $72k -5% 650.00 110.34
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Synopsys (SNPS) 0.1 $71k -10% 125.00 571.50
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Pfizer (PFE) 0.1 $66k 2.4k 27.75
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Fidelity National Information Services (FIS) 0.1 $65k 877.00 74.24
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Invesco Exchange Traded Fd T Treas Colaterl (TBLL) 0.1 $64k 609.00 105.60
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Coca-Cola Company (KO) 0.1 $58k 951.00 61.18
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First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $55k 1.2k 46.18
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Capital Group Core Equity Etf Shs Creation Uni (CGUS) 0.1 $55k NEW 1.8k 31.16
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Netflix (NFLX) 0.1 $54k +2% 89.00 608.98
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Pepsi (PEP) 0.1 $54k 308.00 175.01
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General Electric Com New (GE) 0.1 $53k 300.00 175.53
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Medtronic SHS (MDT) 0.1 $52k 600.00 87.15
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $50k -11% 1.9k 25.78
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Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $48k 1.3k 35.80
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $47k NEW 1.5k 31.99
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Merck & Co (MRK) 0.1 $47k 357.00 131.95
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Meta Platforms Cl A (META) 0.1 $47k +4% 96.00 488.54
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Abbvie (ABBV) 0.1 $46k -19% 251.00 182.27
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UnitedHealth (UNH) 0.1 $45k -10% 90.00 495.52
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Visa Com Cl A (V) 0.1 $44k -11% 159.00 279.43
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Chevron Corporation (CVX) 0.1 $44k 278.00 157.92
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $44k 460.00 94.62
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Ishares Tr Ishares (SLV) 0.1 $43k +2% 1.9k 22.75
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Adobe Systems Incorporated (ADBE) 0.1 $40k +23% 80.00 504.60
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Eaton Corp SHS (ETN) 0.1 $38k 122.00 313.61
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Alphabet Cap Stk Cl C (GOOG) 0.1 $37k 245.00 152.26
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $37k 220.00 169.49
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Mondelez Intl Cl A (MDLZ) 0.1 $37k 532.00 70.01
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Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $37k -51% 933.00 39.63
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Oracle Corporation (ORCL) 0.0 $37k -16% 294.00 125.61
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $36k +17% 430.00 83.64
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Air Products & Chemicals (APD) 0.0 $33k +4% 134.00 242.43
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Prologis (PLD) 0.0 $32k 245.00 130.30
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Starbucks Corporation (SBUX) 0.0 $30k -15% 332.00 91.46
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McDonald's Corporation (MCD) 0.0 $30k -17% 106.00 283.60
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MPLX Com Unit Rep Ltd (MPLX) 0.0 $29k 700.00 41.56
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At&t (T) 0.0 $29k 1.6k 17.60
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Marsh & McLennan Companies (MMC) 0.0 $29k -20% 139.00 206.73
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Dollar General (DG) 0.0 $28k 176.00 156.06
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Bristol Myers Squibb (BMY) 0.0 $27k 500.00 54.23
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JPMorgan Chase & Co. (JPM) 0.0 $27k -3% 134.00 200.61
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Travelers Companies (TRV) 0.0 $25k 110.00 231.15
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Paychex (PAYX) 0.0 $24k -35% 197.00 122.82
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Texas Instruments Incorporated (TXN) 0.0 $24k 138.00 174.33
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Sempra Energy (SRE) 0.0 $23k 326.00 71.83
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Phillips 66 (PSX) 0.0 $23k 138.00 163.35
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Ishares Tr Msci Intl Moment (IMTM) 0.0 $21k +13% 525.00 39.25
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Automatic Data Processing (ADP) 0.0 $21k 82.00 249.74
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Us Bankcorp Del Com New (USB) 0.0 $20k 447.00 44.71
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Paycom Software (PAYC) 0.0 $20k 98.00 199.90
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Vaneck Etf Trust Morningstar Smid (SMOT) 0.0 $19k 561.00 34.15
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Astrazeneca SPONSORED Adr (AZN) 0.0 $19k 280.00 67.75
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Walgreen Boots Alliance (WBA) 0.0 $17k 800.00 21.69
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PNC Financial Services (PNC) 0.0 $17k 106.00 161.76
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Fortune Brands (FBIN) 0.0 $17k 200.00 84.67
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Invesco SHS (IVZ) 0.0 $17k 1.0k 16.59
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $16k 87.00 187.34
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Ishares Tr Rus Md Cap Gr Etf (IWR) 0.0 $16k 188.00 84.22
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $16k 370.00 42.11
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Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $15k 217.00 70.88
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Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $14k +2% 225.00 61.82
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Qualcomm (QCOM) 0.0 $14k 81.00 170.12
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Albemarle Corporation (ALB) 0.0 $14k +8% 103.00 132.63
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IDEXX Laboratories (IDXX) 0.0 $14k 25.00 539.92
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Realty Income (O) 0.0 $14k +2% 249.00 54.20
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Charles Schwab Corporation (SCHW) 0.0 $13k 180.00 72.34
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Fidelity Convington Trust Enhanced Mid (FMDE) 0.0 $13k 409.00 30.60
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Honeywell International (HON) 0.0 $12k -27% 59.00 208.02
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Raytheon Technologies Corp (RTX) 0.0 $9.9k -28% 101.00 97.65
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Abbott Laboratories (ABT) 0.0 $9.1k 80.00 114.22
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Invesco Exchng Traded Fd Tr Solar Etf (TAN) 0.0 $8.9k 197.00 45.37
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Ford Motor Company (F) 0.0 $8.5k +2% 640.00 13.29
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BlackRock (BLK) 0.0 $8.4k +25% 10.00 842.20
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Hp (HPQ) 0.0 $6.9k 227.00 30.28
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Rbc Cad (RY) 0.0 $6.8k 67.00 100.88
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Generac Holdings (GNRC) 0.0 $6.3k 50.00 126.14
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Disney Walt Com Disney (DIS) 0.0 $6.2k 51.00 122.37
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Levi Strauss & Co Cl A Com Stk (LEVI) 0.0 $6.0k 300.00 19.99
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Marvell Technology (MRVL) 0.0 $5.1k -2% 72.00 71.07
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $4.9k 91.00 53.78
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Nextera Energy (NEE) 0.0 $4.8k -83% 74.00 64.55
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Lithium Amers Corp Com Shs (LAC) 0.0 $4.7k 704.00 6.72
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $4.7k 39.00 121.00
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Draftkings Com Cl A (DKNG) 0.0 $4.5k 100.00 45.41
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American Tower Reit (AMT) 0.0 $4.4k -4% 22.00 200.95
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Ecolab (ECL) 0.0 $3.9k +6% 17.00 232.00
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $3.9k 35.00 111.86
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Parker-Hannifin Corporation (PH) 0.0 $3.9k NEW 7.00 555.86
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Hewlett Packard Enterprise (HPE) 0.0 $3.8k 212.00 17.74
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TransDigm Group Incorporated (TDG) 0.0 $3.7k NEW 3.00 1231.67
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salesforce (CRM) 0.0 $3.6k -70% 12.00 301.17
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Lithium Americas Argentina C Com Shs (LAAC) 0.0 $3.6k 665.00 5.39
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Warner Bros Discovery Com Ser A (WBD) 0.0 $3.5k 398.00 8.73
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Lamb Weston Hldgs (LW) 0.0 $3.5k 32.00 108.28
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $3.5k 69.00 50.09
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ConAgra Foods (CAG) 0.0 $3.4k 114.00 29.82
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Illinois Tool Works (ITW) 0.0 $3.0k -84% 11.00 272.82
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Viatris (VTRS) 0.0 $3.0k 248.00 11.94
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Uber Technologies (UBER) 0.0 $2.6k -17% 34.00 77.00
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Cnh Indl N V SHS (CNHI) 0.0 $2.2k 167.00 12.96
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Metropcs Communications (TMUS) 0.0 $2.1k -38% 13.00 164.54
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Waste Management (WM) 0.0 $1.9k +50% 9.00 213.11
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International Business Machines (IBM) 0.0 $1.9k 10.00 191.00
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Old Dominion Freight Line In 0.0 $1.8k +100% 8.00 220.25
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Wabtec Corporation (WAB) 0.0 $1.7k 12.00 145.67
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Viad Corp Com New (VVI) 0.0 $1.7k 42.00 40.19
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L3harris Technologies (LHX) 0.0 $1.5k 7.00 218.29
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Palo Alto Networks (PANW) 0.0 $1.4k 5.00 284.20
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Airbnb Com Cl A (ABNB) 0.0 $1.3k +14% 8.00 165.00
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Kenvue (KVUE) 0.0 $1.1k +2% 49.00 21.65
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Comcast Corp Cl A (CMCSA) 0.0 $996.999400 -62% 23.00 43.35
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Lam Research Corporation (LRCX) 0.0 $980.000000 1.00 980.00
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General Mills (GIS) 0.0 $789.000300 -42% 11.00 71.73
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Kroger (KR) 0.0 $641.999600 -47% 11.00 58.36
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Toronto Dominion Bk Ont Com New (TD) 0.0 $604.000000 10.00 60.40
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Occidental Petroleum Corporation (OXY) 0.0 $590.000400 -43% 9.00 65.56
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Coinbase Global Com Cl A (COIN) 0.0 $530.000000 +100% 2.00 265.00
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Carnival Corp Unit 99/99/9999 (CCL) 0.0 $523.001600 32.00 16.34
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Delta Air Lines Inc Del Com New (DAL) 0.0 $482.000000 10.00 48.20
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Vanguard Scottsdale Fds Shrt Tmr Corp Bd (VCSH) 0.0 $463.999800 6.00 77.33
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Celcius Hldgs Com New (CELH) 0.0 $332.000000 NEW 4.00 83.00
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Dxc Technology (DXC) 0.0 $310.000600 14.00 22.14
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Ishares Msci Frntr100etf (FM) 0.0 $303.000000 10.00 30.30
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ON Semiconductor (ON) 0.0 $221.000100 -83% 3.00 73.67
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Fidelity National Financial Fnf Group Com (FNF) 0.0 $201.000000 3.00 67.00
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Kearny Finl Corp Md (KRNY) 0.0 $192.999000 30.00 6.43
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Snap Cl A (SNAP) 0.0 $115.000000 +900% 10.00 11.50
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Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) 0.0 $82.000000 4.00 20.50
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Cannae Holdings (CNNE) 0.0 $22.000000 1.00 22.00
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Mullen Automotive Com New (MULN) 0.0 $5.000000 1.00 5.00
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Ishares Tr Global Energ Etf (IXC) 0.0 $0 0 0.00
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Essential Properties Realty reit (EPRT) 0.0 $0 0 0.00
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Corteva (CTVA) 0.0 $0 0 0.00
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Dupont De Nemours (DD) 0.0 $0 0 0.00
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