Clear Investment Research

Clear Investment Research as of Dec. 31, 2019

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 123 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares iBoxx $ High Yid Corp Bond (HYG) 11.4 $5.5M 63k 87.94
iShares S&P 500 Index (IVV) 9.5 $4.6M 14k 323.23
iShares S&P MidCap 400 Index (IJH) 9.3 $4.5M 22k 205.80
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 7.0 $3.4M 52k 65.25
iShares S&P SmallCap 600 Index (IJR) 5.8 $2.8M 34k 83.85
Wisdomtree Tr em lcl debt (ELD) 5.8 $2.8M 70k 40.04
Ishares Inc core msci emkt (IEMG) 5.2 $2.5M 47k 53.76
iShares Barclays TIPS Bond Fund (TIP) 4.1 $2.0M 17k 116.57
Vanguard REIT ETF (VNQ) 3.9 $1.9M 20k 92.80
Schwab Strategic Tr us lrg cap etf (SCHX) 2.8 $1.4M 18k 76.81
iShares S&P 500 Growth Index (IVW) 2.8 $1.3M 6.9k 193.72
iShares S&P 500 Value Index (IVE) 2.6 $1.3M 9.9k 130.07
Ishares Inc em mkt min vol (EEMV) 2.1 $999k 17k 58.64
iShares Lehman Aggregate Bond (AGG) 1.4 $690k 6.1k 112.30
Invesco S&p 500 Low Volatility Etf (SPLV) 1.4 $677k 12k 58.37
Sch Us Mid-cap Etf etf (SCHM) 1.4 $655k 11k 60.11
Bank of America Corporation (BAC) 1.3 $640k 18k 35.21
Schwab International Equity ETF (SCHF) 1.3 $610k 18k 33.61
iShares Russell 2000 Growth Index (IWO) 1.2 $582k 2.7k 214.36
Schwab U S Small Cap ETF (SCHA) 0.9 $440k 5.8k 75.67
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.8 $410k 3.3k 125.61
Ishares Core Intl Stock Etf core (IXUS) 0.8 $372k 6.0k 61.89
Eli Lilly & Co. (LLY) 0.7 $345k 2.6k 131.33
iShares S&P SmallCap 600 Value Idx (IJS) 0.7 $332k 2.1k 160.93
iShares S&P SmallCap 600 Growth (IJT) 0.7 $331k 1.7k 193.23
Vanguard Short-Term Bond ETF (BSV) 0.6 $304k 3.8k 80.59
iShares Russell 2000 Value Index (IWN) 0.6 $305k 2.4k 128.58
Apple (AAPL) 0.6 $298k 1.0k 294.18
Schwab Strategic Tr cmn (SCHV) 0.6 $294k 4.9k 60.15
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.6 $288k 2.1k 135.40
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.6 $269k 2.3k 114.66
Schwab Emerging Markets Equity ETF (SCHE) 0.6 $271k 9.9k 27.38
iShares Dow Jones US Real Estate (IYR) 0.5 $259k 2.8k 92.93
Ishares Tr core strm usbd (ISTB) 0.5 $255k 5.1k 50.49
Graphic Packaging Holding Company (GPK) 0.5 $240k 14k 16.67
Schwab U S Large Cap Growth ETF (SCHG) 0.5 $243k 2.6k 92.96
Fidelity Bond Etf (FBND) 0.5 $218k 4.2k 51.74
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO) 0.4 $207k 4.9k 41.97
Pimco Exch Traded Fund (LDUR) 0.4 $203k 2.0k 99.66
iShares Russell Midcap Growth Idx. (IWP) 0.4 $176k 1.2k 152.51
Truist Financial Corp equities (TFC) 0.3 $169k 3.0k 56.33
Invesco Exchange W&p 500 Qualit equities (SPHQ) 0.3 $163k 4.5k 36.47
Ishares Msci Usa Quality Facto invalid (QUAL) 0.3 $154k 1.5k 100.79
Ipath Dow Jones-aig Commodity (DJP) 0.3 $152k 6.7k 22.86
Southern Company (SO) 0.3 $143k 2.3k 63.56
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.3 $142k 2.7k 52.07
Schwab Strategic Tr us reit etf (SCHH) 0.3 $138k 30k 4.60
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.3 $133k 26k 5.05
Pimco Etf Tr 0-5 high yield (HYS) 0.3 $124k 1.2k 100.08
Fidelity National Information Services (FIS) 0.2 $122k 875.00 139.43
Ryder System (R) 0.2 $116k 2.1k 54.31
Berkshire Hathaway (BRK.B) 0.2 $113k 500.00 226.00
iShares Russell 2000 Index (IWM) 0.2 $110k 662.00 166.16
Schwab Intl Small Cap Equity ETF (SCHC) 0.2 $106k 3.3k 31.88
Home Depot (HD) 0.2 $100k 456.00 219.30
Wells Fargo & Company (WFC) 0.2 $96k 1.8k 54.05
Procter & Gamble Company (PG) 0.2 $91k 728.00 125.00
Invesco Ftse Rafi Emerging Markets Etf etf (PXH) 0.2 $86k 3.9k 22.25
Microsoft Corporation (MSFT) 0.2 $83k 523.00 158.70
Johnson & Johnson (JNJ) 0.2 $79k 539.00 146.57
Amazon (AMZN) 0.2 $78k 42.00 1857.14
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $76k 593.00 128.16
iShares S&P/Citi Intl Treasury Bond (IGOV) 0.1 $75k 1.5k 50.40
Powershares S&p Intl Dev Low Volatil Etf etf (IDLV) 0.1 $73k 2.2k 33.89
Invesco Exchng Traded Fd Tr (IDMO) 0.1 $68k 2.4k 28.10
At&t (T) 0.1 $64k 1.6k 38.83
Intel Corporation (INTC) 0.1 $43k 726.00 59.23
iShares Russell Midcap Index Fund (IWR) 0.1 $37k 625.00 59.20
Exxon Mobil Corporation (XOM) 0.1 $35k 507.00 69.03
NVIDIA Corporation (NVDA) 0.1 $36k 155.00 232.26
Applied Materials (AMAT) 0.1 $34k 555.00 61.26
Invesco (IVZ) 0.1 $27k 1.5k 18.00
Ishares High Dividend Equity F (HDV) 0.1 $28k 283.00 98.94
Ishares Tr eafe min volat (EFAV) 0.1 $27k 361.00 74.79
Ishares Tr core div grwth (DGRO) 0.1 $29k 681.00 42.58
Invesco Emerging Markets S etf (PCY) 0.1 $25k 845.00 29.59
Cadence Design Systems (CDNS) 0.0 $17k 250.00 68.00
Visa (V) 0.0 $21k 114.00 184.21
Schwab Strategic Tr 0 (SCHP) 0.0 $20k 346.00 57.80
Alibaba Group Holding (BABA) 0.0 $21k 100.00 210.00
Ishares Tr (LRGF) 0.0 $21k 599.00 35.06
Alphabet Inc Class A cs (GOOGL) 0.0 $20k 15.00 1333.33
Xilinx 0.0 $14k 140.00 100.00
iShares MSCI ACWI ex US Index Fund (ACWX) 0.0 $15k 296.00 50.68
Paycom Software (PAYC) 0.0 $13k 50.00 260.00
Dbx Etf Tr deutsche usd etf (HYLB) 0.0 $12k 231.00 51.95
Invesco Global Short etf - e (PGHY) 0.0 $12k 516.00 23.26
Essential Properties Realty reit (EPRT) 0.0 $12k 500.00 24.00
Walt Disney Company (DIS) 0.0 $7.0k 50.00 140.00
Boeing Company (BA) 0.0 $3.0k 10.00 300.00
ConAgra Foods (CAG) 0.0 $5.0k 158.00 31.65
Viad (VVI) 0.0 $3.0k 42.00 71.43
iShares MSCI ACWI Index Fund (ACWI) 0.0 $3.0k 33.00 90.91
Alphabet Inc Class C cs (GOOG) 0.0 $7.0k 5.00 1400.00
Hp (HPQ) 0.0 $4.0k 197.00 20.30
Ishares Tr fctsl msci int (INTF) 0.0 $7.0k 254.00 27.56
Hewlett Packard Enterprise (HPE) 0.0 $3.0k 182.00 16.48
Lamb Weston Hldgs (LW) 0.0 $3.0k 30.00 100.00
Levi Strauss Co New cl a com stk (LEVI) 0.0 $6.0k 300.00 20.00
Synopsys (SNPS) 0.0 $2.0k 27.00 74.07
Starbucks Corporation (SBUX) 0.0 $2.0k 27.00 74.07
Southwestern Energy Company (SWN) 0.0 $0 33.00 0.00
Netflix (NFLX) 0.0 $999.990000 3.00 333.33
Energy Select Sector SPDR (XLE) 0.0 $0 3.00 0.00
Vanguard Europe Pacific ETF (VEA) 0.0 $999.960000 12.00 83.33
Vanguard Total Stock Market ETF (VTI) 0.0 $1.0k 6.00 166.67
Vanguard Emerging Markets ETF (VWO) 0.0 $0 11.00 0.00
Vanguard Dividend Appreciation ETF (VIG) 0.0 $0 1.00 0.00
Vanguard Energy ETF (VDE) 0.0 $0 1.00 0.00
Schwab U S Broad Market ETF (SCHB) 0.0 $1.0k 15.00 66.67
Moneygram International 0.0 $0 18.00 0.00
Ishares Inc msci glb energ (FILL) 0.0 $0 10.00 0.00
Ishares Inc msci frntr 100 (FM) 0.0 $0 9.00 0.00
Cnh Industrial (CNHI) 0.0 $2.0k 167.00 11.98
Fnf (FNF) 0.0 $0 3.00 0.00
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.0 $0 1.00 0.00
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.0 $0 4.00 0.00
Snap Inc cl a (SNAP) 0.0 $0 5.00 0.00
Dxc Technology (DXC) 0.0 $1.0k 14.00 71.43
Micro Focus Intl 0.0 $0 19.00 0.00
Cannae Holdings (CNNE) 0.0 $0 1.00 0.00
Perspecta 0.0 $0 7.00 0.00
Uber Technologies (UBER) 0.0 $0 10.00 0.00