Clear Investment Research

Clear Investment Research as of Dec. 31, 2020

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 128 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Hi Yd Etf (HYG) 11.1 $6.1M 70k 87.29
Ishares Tr Core S&p Mcp Etf (IJH) 9.5 $5.2M 23k 229.86
Ishares Tr Core S&p500 Etf (IVV) 8.9 $4.9M 13k 375.42
Ishares Core Msci Emkt (IEMG) 6.8 $3.8M 61k 62.04
Ishares Tr Core S&p Scp Etf (IJR) 6.3 $3.5M 38k 91.91
Ishares Tr Cores Msci Eafe (IEFA) 5.7 $3.2M 46k 69.09
Wisdomtree Tr Em Lcl Debt Fd (ELD) 5.7 $3.2M 91k 34.79
Ishares Tr Tips Bd Etf (TIP) 4.6 $2.6M 20k 127.67
Vanguard Index Fds Real Estate Etf (VNQ) 3.8 $2.1M 25k 84.94
Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.4 $1.9M 21k 90.97
Ishares Tr S&p 500 Val Etf (IVE) 2.5 $1.4M 11k 128.03
Ishares Tr S&p 500 Grwt Etf (IVW) 2.3 $1.3M 20k 63.82
Graphic Packaging Holding Company (GPK) 2.1 $1.2M 69k 16.94
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $898k 7.6k 118.14
Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $855k 13k 66.60
Ishares Tr Rus 2000 Grw Etf (IWO) 1.2 $676k 2.4k 286.56
Apple (AAPL) 1.2 $656k 4.9k 132.79
Bank of America Corporation (BAC) 1.0 $545k 18k 30.28
Scwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $542k 6.1k 89.06
Scwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $520k 14k 36.02
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $460k 8.5k 54.28
Eli Lilly & Co. (LLY) 0.8 $444k 2.6k 169.01
Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $398k 3.1k 128.26
Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.7 $389k 6.5k 59.56
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.6 $357k 3.1k 115.87
Ishares Tr Core Smc600vl Etf (IJS) 0.6 $345k 4.2k 81.35
Ishares Tr Sp Smcp600gr Etf (IJT) 0.6 $340k 3.0k 114.29
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.6 $331k 3.2k 102.80
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $323k 2.5k 131.62
Ishares Tr Usa Quality Fctr (QUAL) 0.6 $313k 2.7k 116.40
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $308k 2.0k 157.87
Amazon (AMZN) 0.5 $296k 91.00 3252.75
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.5 $282k 5.0k 56.19
Ishares Gold Trust Ishares 0.5 $255k 14k 18.13
Ishares Min Vol Emrg Mkt (EEMV) 0.4 $249k 4.1k 61.13
Ishares Tr U.s Real Es Etf (IYR) 0.4 $244k 2.8k 85.82
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $225k 5.3k 42.17
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.4 $215k 3.1k 68.82
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $194k 2.8k 68.33
Ishares Tr Core Msci Total (IXUS) 0.3 $188k 2.8k 67.09
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $185k 1.8k 102.10
Ishares Silver Tr Ishares (SLV) 0.3 $185k 7.5k 24.62
Ishares Tr Russell 2000 Etf (IWM) 0.3 $165k 839.00 196.66
Vanguard Bd Index Short Trm Bond (BSV) 0.3 $164k 2.0k 82.70
Home Depot (HD) 0.3 $164k 618.00 265.37
Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.3 $157k 5.1k 30.65
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $156k 2.9k 54.60
Barclays Bk Djubs Cmdt Etn36 (DJP) 0.3 $155k 7.1k 21.85
Ishares Tr Multifactor Usa (LRGF) 0.3 $152k 4.0k 37.70
Truist Financial Corp equities (TFC) 0.3 $144k 3.0k 48.00
Scwab Strategic Tr Us Reit Etf (SCHH) 0.3 $140k 3.7k 38.11
Microsoft Corporation (MSFT) 0.3 $140k 631.00 221.87
Ryder System (R) 0.2 $132k 2.1k 61.80
Southern Company (SO) 0.2 $128k 2.1k 61.24
NVIDIA Corporation (NVDA) 0.2 $126k 241.00 522.82
Fidelity National Information Services (FIS) 0.2 $124k 875.00 141.71
Bershire Hathaway Inc Del Cl B New (BRK.B) 0.2 $106k 455.00 232.97
Ishares Tr Core St Usdb Etf (ISTB) 0.2 $102k 2.7k 37.32
Procter & Gamble Company (PG) 0.2 $101k 728.00 138.74
Ishares Tr Intl Trea Bd Etf (IGOV) 0.2 $85k 1.5k 55.59
Ishares Tr Rus Md Cap Gr Etf (IWR) 0.1 $82k 1.2k 68.56
Johnson & Johnson (JNJ) 0.1 $81k 542.00 149.45
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.1 $78k 2.4k 32.20
Ishares Tr Core Div Grwth (DGRO) 0.1 $68k 1.5k 44.80
Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $66k 1.8k 37.61
Ishares Us Etf Tr Sht Mat Bd Etf (NEAR) 0.1 $58k 1.2k 50.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $58k 420.00 138.10
Ishares Tr Core High Dv Etf (HDV) 0.1 $56k 635.00 88.19
Wells Fargo & Company (WFC) 0.1 $54k 1.8k 30.41
Applied Materials (AMAT) 0.1 $48k 555.00 86.49
At&t (T) 0.1 $47k 1.6k 28.52
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $46k 197.00 233.50
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
Advanced Micro Devices (AMD) 0.1 $37k 400.00 92.50
Cadence Design Systems (CDNS) 0.1 $34k 250.00 136.00
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $33k 480.00 68.75
Synopsys (SNPS) 0.1 $32k 125.00 256.00
Intel Corporation (INTC) 0.1 $32k 635.00 50.39
Paycom Software (PAYC) 0.1 $31k 68.00 455.88
Tesla Motors (TSLA) 0.0 $26k 37.00 702.70
Alphabet Cap Stk Cl A (GOOGL) 0.0 $26k 15.00 1733.33
Scwab Strategic Tr Us Tips Etf (SCHP) 0.0 $26k 417.00 62.35
Ishares Tr Nasdaq Biotech (IBB) 0.0 $25k 165.00 151.52
Visa Com Cl A (V) 0.0 $25k 114.00 219.30
Baidu (BIDU) 0.0 $24k 110.00 218.18
Ishares Tr Global Energ Etf (IXC) 0.0 $23k 1.1k 20.32
Invesco SHS (IVZ) 0.0 $21k 1.2k 17.50
Exxon Mobil Corporation (XOM) 0.0 $19k 471.00 40.34
Invesco Exchng Traded Fd Tr Solar Etf (TAN) 0.0 $16k 153.00 104.58
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $16k 217.00 73.73
Xilinx 0.0 $15k 140.00 107.14
Ishares Tr Usa Momentum Fct (MTUM) 0.0 $14k 88.00 159.09
Adobe Systems Incorporated (ADBE) 0.0 $13k 26.00 500.00
Essential Properties Realty reit (EPRT) 0.0 $11k 529.00 20.79
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $9.0k 176.00 51.14
Disney Walt Com Disney (DIS) 0.0 $9.0k 50.00 180.00
Alphabet Cap Stk Cl C (GOOG) 0.0 $9.0k 5.00 1800.00
Levi Strauss & Co Cl A Com Stk (LEVI) 0.0 $6.0k 300.00 20.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $5.0k 50.00 100.00
Hp (HPQ) 0.0 $5.0k 205.00 24.39
ConAgra Foods (CAG) 0.0 $4.0k 101.00 39.60
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $3.0k 33.00 90.91
Starbucks Corporation (SBUX) 0.0 $3.0k 27.00 111.11
Nikola Corp (NKLA) 0.0 $3.0k 205.00 14.63
Boeing Company (BA) 0.0 $2.0k 11.00 181.82
Netflix (NFLX) 0.0 $2.0k 3.00 666.67
Hewlett Packard Enterprise (HPE) 0.0 $2.0k 191.00 10.47
Lamb Weston Hldgs (LW) 0.0 $2.0k 31.00 64.52
Viad Corp Com New (VVI) 0.0 $2.0k 42.00 47.62
Cnh Indl N V SHS (CNHI) 0.0 $2.0k 167.00 11.98
Draftkings Com Cl A 0.0 $1.0k 24.00 41.67
Toronto Dominion Bk Ont Com New (TD) 0.0 $1.0k 10.00 100.00
Snap Cl A (SNAP) 0.0 $1.0k 20.00 50.00
Uber Technologies (UBER) 0.0 $1.0k 10.00 100.00
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