Clear Investment Research

Clear Investment Research as of Sept. 30, 2017

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 56 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P MidCap 400 Index (IJH) 11.6 $17M 96k 178.90
iShares S&P 500 Index (IVV) 9.7 $14M 57k 252.93
iShares Lehman Aggregate Bond (AGG) 9.4 $14M 126k 109.59
iShares iBoxx $ High Yid Corp Bond (HYG) 8.0 $12M 133k 88.76
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 7.5 $11M 173k 64.17
iShares S&P 500 Growth Index (IVW) 6.0 $8.9M 62k 143.41
iShares S&P 500 Value Index (IVE) 6.0 $8.9M 82k 107.91
Ishares Inc em mkt min vol (EEMV) 5.9 $8.7M 150k 58.10
Db-x Msci Eafe Currency-hedged (DBEF) 4.6 $6.8M 220k 31.03
Wisdomtree Tr em lcl debt (ELD) 4.5 $6.7M 172k 38.59
iShares Barclays TIPS Bond Fund (TIP) 4.2 $6.2M 55k 113.57
Vanguard Short-Term Bond ETF (BSV) 4.0 $5.9M 74k 79.82
iShares Dow Jones US Real Estate (IYR) 3.6 $5.4M 67k 79.89
iShares Barclays 20+ Yr Treas.Bond (TLT) 2.8 $4.2M 34k 124.75
iShares S&P SmallCap 600 Index (IJR) 2.5 $3.7M 50k 74.22
iShares Russell 2000 Growth Index (IWO) 1.5 $2.3M 13k 178.94
iShares Russell 2000 Value Index (IWN) 1.5 $2.2M 18k 124.11
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.5 $781k 6.7k 116.41
iShares S&P/Citi Intl Treasury Bond (IGOV) 0.5 $763k 16k 49.28
Amazon (AMZN) 0.5 $732k 732.00 1000.00
Schwab International Equity ETF (SCHF) 0.4 $643k 19k 33.45
Schwab Strategic Tr us lrg cap etf (SCHX) 0.4 $639k 11k 60.05
Ishares Tr core strm usbd (ISTB) 0.4 $572k 11k 50.31
iShares S&P SmallCap 600 Growth (IJT) 0.4 $558k 3.4k 164.41
iShares S&P SmallCap 600 Value Idx (IJS) 0.4 $559k 3.8k 148.43
Bank of America Corporation (BAC) 0.3 $445k 18k 25.32
Vanguard REIT ETF (VNQ) 0.3 $393k 4.7k 83.14
Sch Us Mid-cap Etf etf (SCHM) 0.3 $390k 7.8k 50.13
Schwab Strategic Tr cmn (SCHV) 0.2 $316k 6.1k 51.77
iShares MSCI ACWI ex US Index Fund (ACWX) 0.2 $302k 6.2k 48.42
Pimco Exch Traded Fund (LDUR) 0.2 $283k 2.8k 101.11
Schwab U S Small Cap ETF (SCHA) 0.2 $249k 3.7k 67.48
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $246k 3.7k 66.11
Pimco Etf Tr 0-5 high yield (HYS) 0.2 $241k 2.4k 101.43
Eli Lilly & Co. (LLY) 0.1 $223k 2.6k 84.60
Ryder System (R) 0.1 $223k 2.6k 84.60
Ipath Dow Jones-aig Commodity (DJP) 0.1 $146k 6.3k 23.33
Schwab Emerging Markets Equity ETF (SCHE) 0.1 $128k 4.8k 26.92
Schwab Strategic Tr us aggregate b (SCHZ) 0.1 $137k 2.6k 52.51
Wells Fargo & Company (WFC) 0.1 $120k 2.2k 54.95
Schwab Strategic Tr us reit etf (SCHH) 0.1 $125k 3.0k 41.30
Powershares Etf Tr Ii s^p500 low vol 0.1 $117k 2.6k 45.88
Schwab Intl Small Cap Equity ETF (SCHC) 0.1 $99k 2.9k 33.77
Procter & Gamble Company (PG) 0.1 $82k 896.00 91.52
Vantiv Inc Cl A 0.1 $80k 1.1k 70.24
Graphic Packaging Holding Company (GPK) 0.0 $21k 1.5k 13.67
iShares MSCI ACWI Index Fund (ACWI) 0.0 $8.0k 123.00 65.04
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $10k 123.00 81.30
Ishares Tr cmn (GOVT) 0.0 $16k 653.00 24.50
Ishares Inc core msci emkt (IEMG) 0.0 $14k 267.00 52.43
Fidelity Bond Etf (FBND) 0.0 $21k 419.00 50.12
NVIDIA Corporation (NVDA) 0.0 $999.990000 3.00 333.33
ACCO Brands Corporation (ACCO) 0.0 $0 11.00 0.00
Aon 0.0 $6.0k 38.00 157.89
Ishares Inc msci frntr 100 (FM) 0.0 $0 12.00 0.00
Snap Inc cl a (SNAP) 0.0 $0 5.00 0.00