Clear Investment Research

Clear Investment Research as of June 30, 2018

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 60 positions in its portfolio as reported in the June 2018 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 $18M 94k 187.57
iShares S&P 500 Index (IVV) 9.6 $15M 55k 265.38
iShares Lehman Aggregate Bond (AGG) 9.1 $14M 130k 107.25
iShares iBoxx $ High Yid Corp Bond (HYG) 7.9 $12M 142k 85.64
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 7.9 $12M 182k 65.88
Ishares Inc em mkt min vol (EEMV) 6.1 $9.4M 150k 62.34
iShares S&P 500 Value Index (IVE) 6.1 $9.3M 85k 109.34
iShares S&P 500 Growth Index (IVW) 6.0 $9.2M 59k 155.07
Db-x Msci Eafe Currency-hedged (DBEF) 4.7 $7.1M 232k 30.71
Wisdomtree Tr em lcl debt (ELD) 4.6 $7.0M 177k 39.30
iShares Barclays TIPS Bond Fund (TIP) 4.2 $6.4M 56k 113.05
Vanguard Short-Term Bond ETF (BSV) 3.9 $5.9M 75k 78.45
iShares Dow Jones US Real Estate (IYR) 3.7 $5.7M 75k 75.47
iShares Barclays 20+ Yr Treas.Bond (TLT) 2.9 $4.4M 36k 121.91
iShares S&P SmallCap 600 Index (IJR) 2.6 $3.9M 51k 77.01
iShares Russell 2000 Growth Index (IWO) 1.5 $2.2M 12k 190.55
iShares Russell 2000 Value Index (IWN) 1.4 $2.2M 18k 121.91
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.6 $841k 7.5k 112.76
iShares S&P/Citi Intl Treasury Bond (IGOV) 0.5 $768k 15k 51.58
Schwab Strategic Tr us lrg cap etf (SCHX) 0.4 $669k 11k 63.11
Ishares Tr core strm usbd (ISTB) 0.4 $678k 14k 49.38
Schwab International Equity ETF (SCHF) 0.4 $646k 19k 33.73
iShares S&P SmallCap 600 Value Idx (IJS) 0.4 $549k 3.6k 150.91
Bank of America Corporation (BAC) 0.3 $527k 18k 29.98
iShares S&P SmallCap 600 Growth (IJT) 0.3 $439k 2.5k 174.00
Sch Us Mid-cap Etf etf (SCHM) 0.3 $410k 7.8k 52.87
Pimco Exch Traded Fund (LDUR) 0.2 $376k 3.8k 99.97
iShares MSCI ACWI ex US Index Fund (ACWX) 0.2 $334k 6.7k 49.64
Schwab Strategic Tr cmn (SCHV) 0.2 $320k 6.1k 52.82
Schwab U S Small Cap ETF (SCHA) 0.2 $255k 3.7k 69.11
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $265k 3.7k 71.68
Eli Lilly & Co. (LLY) 0.2 $251k 3.2k 77.30
Pimco Etf Tr 0-5 high yield (HYS) 0.1 $223k 2.2k 99.87
Ryder System (R) 0.1 $192k 2.6k 72.84
Vanguard REIT ETF (VNQ) 0.1 $187k 2.5k 75.46
Ishares Core Intl Stock Etf core (IXUS) 0.1 $165k 2.6k 63.22
Ipath Dow Jones-aig Commodity (DJP) 0.1 $152k 6.2k 24.33
Schwab Emerging Markets Equity ETF (SCHE) 0.1 $136k 4.7k 28.72
Apple (AAPL) 0.1 $122k 729.00 167.35
Powershares Etf Tr Ii s^p500 low vol 0.1 $119k 2.5k 46.98
Home Depot (HD) 0.1 $108k 606.00 178.22
Wells Fargo & Company (WFC) 0.1 $114k 2.2k 52.20
Schwab Intl Small Cap Equity ETF (SCHC) 0.1 $110k 3.0k 36.45
Schwab Strategic Tr us reit etf (SCHH) 0.1 $114k 3.0k 38.33
Schwab Strategic Tr us aggregate b (SCHZ) 0.1 $105k 2.1k 51.05
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.1 $93k 791.00 117.57
Worldpay Ord 0.1 $94k 1.1k 82.60
Procter & Gamble Company (PG) 0.1 $71k 896.00 79.24
Johnson & Johnson (JNJ) 0.0 $68k 534.00 127.34
Exxon Mobil Corporation (XOM) 0.0 $49k 656.00 74.70
Ishares Inc core msci emkt (IEMG) 0.0 $40k 692.00 57.80
iShares MSCI ACWI Index Fund (ACWI) 0.0 $9.0k 123.00 73.17
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.0 $20k 307.00 65.15
Ishares High Dividend Equity F (HDV) 0.0 $20k 237.00 84.39
Ishares Tr core div grwth (DGRO) 0.0 $20k 590.00 33.90
Fidelity Bond Etf (FBND) 0.0 $22k 439.00 50.11
NVIDIA Corporation (NVDA) 0.0 $999.990000 3.00 333.33
Amazon (AMZN) 0.0 $4.0k 3.00 1333.33
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