Clear Investment Research

Clear Investment Research as of Sept. 30, 2020

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 119 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Hi Yd Etf (HYG) 11.0 $5.4M 65k 83.91
Ishares Tr Core S&p Mcp Etf (IJH) 9.5 $4.7M 25k 185.31
Ishares Tr Core S&p500 Etf (IVV) 8.9 $4.4M 13k 336.09
Ishares Tr Core S&p Scp Etf (IJR) 6.3 $3.1M 44k 70.23
Ishares Tr Cores Msci Eafe (IEFA) 5.9 $2.9M 48k 60.28
Wisdomtree Tr Em Lcl Debt Fd (ELD) 5.7 $2.8M 88k 31.75
Ishares Core Msci Emkt (IEMG) 5.5 $2.7M 52k 52.80
Ishares Tr Tips Bd Etf (TIP) 4.1 $2.0M 16k 126.49
Vanguard Index Fds Real Estate Etf (VNQ) 3.9 $1.9M 24k 78.97
Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.2 $1.6M 20k 80.63
Ishares Tr S&p 500 Grwt Etf (IVW) 2.9 $1.4M 6.3k 231.13
Ishares Tr S&p 500 Val Etf (IVE) 2.5 $1.3M 11k 112.49
Graphic Packaging Holding Company (GPK) 2.4 $1.2M 85k 14.09
Ishares Min Vol Emrg Mkt (EEMV) 1.8 $897k 16k 55.16
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $835k 7.1k 118.04
Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $699k 13k 54.45
Apple (AAPL) 1.1 $558k 4.8k 115.82
Ishares Tr Rus 2000 Grw Etf (IWO) 1.1 $537k 2.4k 221.53
Fidelity Total Bd Etf (FBND) 0.9 $457k 8.5k 53.93
Scwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $454k 15k 31.41
Bank of America Corporation (BAC) 0.9 $438k 18k 24.10
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.9 $429k 8.0k 53.68
Scwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $419k 6.1k 68.29
Eli Lilly & Co. (LLY) 0.8 $389k 2.6k 148.08
Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $357k 3.1k 115.05
Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.7 $341k 6.5k 52.21
Ishares Tr Sp Smcp600gr Etf (IJT) 0.7 $324k 1.8k 176.66
Ishares Tr Core Smc600vl Etf (IJS) 0.7 $322k 2.6k 122.29
Vanguard Bd Index Short Trm Bond (BSV) 0.6 $294k 3.5k 83.03
Ishares Tr Usa Quality Fctr (QUAL) 0.6 $294k 2.8k 103.67
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $287k 1.8k 163.16
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.6 $274k 2.5k 111.02
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $260k 2.6k 99.35
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $256k 1.5k 173.09
Ishares Tr U.s Real Es Etf (IYR) 0.5 $240k 3.0k 79.71
Amazon (AMZN) 0.4 $217k 69.00 3144.93
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $207k 5.4k 38.61
Ishares Tr Core Msci Total (IXUS) 0.4 $191k 3.3k 58.23
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.4 $184k 1.8k 102.17
Ishares Tr Usa Momentum Fct (MTUM) 0.3 $167k 1.1k 147.79
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $148k 2.5k 58.96
Ishares Gold Trust Ishares 0.3 $146k 8.1k 17.96
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $142k 2.6k 55.21
Ishares Tr Core St Usdb Etf (ISTB) 0.3 $141k 2.7k 51.59
Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.3 $138k 5.1k 26.85
Barclays Bk Djubs Cmdt Etn36 (DJP) 0.3 $137k 7.1k 19.42
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.3 $134k 2.4k 56.80
Scwab Strategic Tr Us Reit Etf (SCHH) 0.3 $130k 3.7k 35.38
Fidelity National Information Services (FIS) 0.3 $129k 875.00 147.43
Home Depot (HD) 0.3 $127k 457.00 277.90
Ishares Tr Multifactor Usa (LRGF) 0.2 $123k 3.7k 33.28
Southern Company (SO) 0.2 $122k 2.3k 54.22
Truist Financial Corp equities (TFC) 0.2 $114k 3.0k 38.00
Microsoft Corporation (MSFT) 0.2 $112k 530.00 211.32
Ishares Tr Russell 2000 Etf (IWM) 0.2 $102k 678.00 150.44
Procter & Gamble Company (PG) 0.2 $101k 728.00 138.74
Ishares Us Etf Tr Sht Mat Bd Etf (NEAR) 0.2 $100k 2.0k 49.85
Bershire Hathaway Inc Del Cl B New (BRK.B) 0.2 $97k 455.00 213.19
Ryder System (R) 0.2 $90k 2.1k 42.13
NVIDIA Corporation (NVDA) 0.2 $84k 156.00 538.46
Johnson & Johnson (JNJ) 0.2 $81k 542.00 149.45
Ishares Tr Intl Trea Bd Etf (IGOV) 0.2 $80k 1.5k 53.16
Ishares Tr Rus Md Cap Gr Etf (IWR) 0.1 $71k 1.2k 57.26
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.1 $70k 2.4k 29.69
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $57k 424.00 134.43
Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $57k 1.8k 32.48
Ishares Tr Core High Dv Etf (HDV) 0.1 $50k 621.00 80.52
At&t (T) 0.1 $47k 1.6k 28.52
Invesco Exchange Traded Fd T Treas Colaterl (TBLL) 0.1 $45k 425.00 105.88
Scwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $42k 750.00 56.00
Wells Fargo & Company (WFC) 0.1 $42k 1.8k 23.65
Ishares Tr Core Div Grwth (DGRO) 0.1 $41k 1.5k 26.92
Applied Materials (AMAT) 0.1 $33k 555.00 59.46
Advanced Micro Devices (AMD) 0.1 $33k 400.00 82.50
Intel Corporation (INTC) 0.1 $33k 631.00 52.30
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $29k 100.00 290.00
Synopsys (SNPS) 0.1 $27k 125.00 216.00
Cadence Design Systems (CDNS) 0.1 $27k 250.00 108.00
Visa Com Cl A (V) 0.0 $23k 114.00 201.75
Alphabet Cap Stk Cl A (GOOGL) 0.0 $22k 15.00 1466.67
Ishares Tr Nasdaq Biotech (IBB) 0.0 $22k 165.00 133.33
Paycom Software (PAYC) 0.0 $21k 68.00 308.82
Scwab Strategic Tr Us Tips Etf (SCHP) 0.0 $20k 329.00 60.79
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $18k 259.00 69.50
Exxon Mobil Corporation (XOM) 0.0 $16k 470.00 34.04
Xilinx 0.0 $15k 140.00 107.14
Invesco SHS (IVZ) 0.0 $14k 1.2k 11.67
Essential Properties Realty reit (EPRT) 0.0 $10k 523.00 19.12
Adobe Systems Incorporated (ADBE) 0.0 $9.0k 18.00 500.00
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $9.0k 206.00 43.69
Alphabet Cap Stk Cl C (GOOG) 0.0 $7.0k 5.00 1400.00
Disney Walt Com Disney (DIS) 0.0 $6.0k 50.00 120.00
Viad Corp Com New (VVI) 0.0 $4.0k 53.00 75.47
ConAgra Foods (CAG) 0.0 $4.0k 100.00 40.00
Hp (HPQ) 0.0 $4.0k 203.00 19.70
Levi Strauss & Co Cl A Com Stk (LEVI) 0.0 $4.0k 300.00 13.33
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $3.0k 33.00 90.91
Starbucks Corporation (SBUX) 0.0 $2.0k 27.00 74.07
Hewlett Packard Enterprise (HPE) 0.0 $2.0k 188.00 10.64
Boeing Company (BA) 0.0 $2.0k 11.00 181.82
Netflix (NFLX) 0.0 $2.0k 3.00 666.67
Nikola Corp (NKLA) 0.0 $2.0k 100.00 20.00
Lamb Weston Hldgs (LW) 0.0 $2.0k 31.00 64.52
Snap Cl A (SNAP) 0.0 $1.0k 20.00 50.00
Uber Technologies (UBER) 0.0 $999.999000 26.00 38.46
Cnh Indl N V SHS (CNHI) 0.0 $999.996000 167.00 5.99
Delta Air Lines Inc Del Com New (DAL) 0.0 $0 10.00 0.00
Pimco Eft Tr 0-5 High Yield (HYS) 0.0 $0 5.00 0.00
Moneygram Intl Com New 0.0 $0 18.00 0.00
Ishares Glb Enr Prod Etf (FILL) 0.0 $0 11.00 0.00
Ishares Msci Frntr100etf (FM) 0.0 $0 9.00 0.00
Fidelity National Financial Fnf Group Com (FNF) 0.0 $0 3.00 0.00
Dxc Technology (DXC) 0.0 $0 14.00 0.00
Micro Focus International Pl Spon Adr New 0.0 $0 19.00 0.00
Cannae Holdings (CNNE) 0.0 $0 1.00 0.00
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) 0.0 $0 6.00 0.00
Perspecta 0.0 $0 7.00 0.00
Corteva (CTVA) 0.0 $0 0 0.00
Dupont De Nemours (DD) 0.0 $0 0 0.00