Clear Investment Research

Clear Investment Research as of Dec. 31, 2022

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 184 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Graphic Packaging Holding Company (GPK) 9.6 $5.0M 223k 22.25
Ishares Tr Core S&p500 Etf (IVV) 8.8 $4.5M 12k 384.24
Ishares Tr Core S&p Mcp Etf (IJH) 8.5 $4.4M 18k 241.92
Vanguard Index Fds Real Estate Etf (VNQ) 6.5 $3.4M 41k 82.48
Ishares Tr Cores Msci Eafe (IEFA) 5.1 $2.7M 43k 61.63
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 4.2 $2.2M 81k 27.02
Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.6 $1.8M 41k 45.14
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $1.8M 19k 94.67
Apple (AAPL) 3.4 $1.8M 14k 129.93
Ishares Core Msci Emkt (IEMG) 3.4 $1.7M 37k 46.71
Scwab Strategic Tr Sht Tm Us Tres (SCHO) 3.0 $1.5M 32k 48.23
Ishares Tr Tips Bd Etf (TIP) 3.0 $1.5M 14k 106.47
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.4 $1.2M 13k 96.94
Ishares Tr S&p 500 Val Etf (IVE) 2.3 $1.2M 8.0k 145.10
Eli Lilly & Co. (LLY) 1.9 $970k 2.7k 365.90
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $872k 15k 58.50
Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.6 $827k 13k 65.64
Microsoft Corporation (MSFT) 1.4 $747k 3.1k 239.81
Dollar Tree (DLTR) 1.4 $735k 5.2k 141.35
Bank of America Corporation (BAC) 1.1 $585k 18k 33.11
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.1 $580k 7.9k 73.59
Scwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $496k 12k 40.50
Scwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $468k 15k 32.21
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $443k 4.6k 96.98
Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.8 $431k 6.5k 65.99
Johnson & Johnson (JNJ) 0.8 $391k 2.2k 176.52
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $384k 8.5k 44.98
Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $366k 6.6k 55.54
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $330k 2.4k 138.83
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $312k 1.5k 214.43
Ishares Tr Core Smc600vl Etf (IJS) 0.6 $293k 3.2k 91.19
Ishares Tr Sp Smcp600gr Etf (IJT) 0.6 $290k 2.7k 108.01
Vanguard Bd Index Short Trm Bond (BSV) 0.5 $275k 3.7k 75.34
Amazon (AMZN) 0.5 $265k 3.2k 83.86
Ishares Tr Usa Quality Fctr (QUAL) 0.5 $237k 2.1k 114.05
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.4 $228k 2.4k 94.41
CVS Caremark Corporation (CVS) 0.4 $227k 2.4k 93.11
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $222k 5.0k 44.05
Ishares Tr Core Msci Total (IXUS) 0.4 $207k 3.6k 57.89
Barclays Bk Djubs Cmdt Etn36 (DJP) 0.4 $202k 6.0k 33.72
Ishares Min Vol Emrg Mkt (EEMV) 0.4 $201k 3.8k 53.16
Lowe's Companies (LOW) 0.4 $199k 1.0k 199.00
Ishares Tr U.s Real Es Etf (IYR) 0.4 $195k 2.3k 84.27
Procter & Gamble Company (PG) 0.4 $184k 1.2k 151.69
Ryder System (R) 0.3 $179k 2.1k 83.80
Home Depot (HD) 0.3 $176k 558.00 315.41
Bershire Hathaway Inc Del Cl B New (BRK.B) 0.3 $168k 543.00 309.39
Ishares Tr Multifactor Usa (LRGF) 0.3 $165k 4.2k 38.97
Southern Company (SO) 0.3 $146k 2.0k 71.46
Scwab Strategic Tr Us Reit Etf (SCHH) 0.3 $142k 7.3k 19.32
NVIDIA Corporation (NVDA) 0.3 $137k 935.00 146.52
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.3 $137k 1.6k 84.72
Exxon Mobil Corporation (XOM) 0.3 $135k 1.2k 110.20
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $129k 2.3k 56.28
Pfizer (PFE) 0.2 $123k 2.4k 51.25
Scwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $122k 1.6k 75.82
Scwab Strategic Tr Us Tips Etf (SCHP) 0.2 $118k 2.3k 51.78
Truist Financial Corp equities (TFC) 0.2 $115k 2.7k 42.96
Wells Fargo & Company (WFC) 0.2 $113k 2.7k 41.33
Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.2 $111k 4.7k 23.60
Ishares Tr Core St Usdb Etf (ISTB) 0.2 $103k 2.2k 46.35
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.2 $94k 2.4k 38.64
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.2 $91k 1.4k 63.68
Ishares Gold Tr Ishares New (IAU) 0.2 $82k 2.4k 34.79
Ishares Tr Russell 2000 Etf (IWM) 0.2 $82k 469.00 174.84
Alphabet Cap Stk Cl A (GOOGL) 0.2 $81k 922.00 87.85
Ishares Tr Core Div Grwth (DGRO) 0.1 $75k 1.5k 49.90
Wal-Mart Stores (WMT) 0.1 $75k 530.00 141.51
Pimco Eft Tr 0-5 High Yield (HYS) 0.1 $73k 812.00 89.90
Best Buy (BBY) 0.1 $72k 900.00 80.00
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $70k 1.8k 39.06
Ishares Tr Core High Dv Etf (HDV) 0.1 $65k 624.00 104.17
Invesco Exchange Traded Fd T Treas Colaterl (TBLL) 0.1 $61k 574.00 106.27
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $60k 1.4k 43.76
Fidelity National Information Services (FIS) 0.1 $59k 876.00 67.35
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $57k 1.4k 40.57
Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $55k 1.8k 31.34
Applied Materials (AMAT) 0.1 $54k 555.00 97.30
Ishares Us Etf Tr Sht Mat Bd Etf (NEAR) 0.1 $49k 995.00 49.25
Medtronic SHS (MDT) 0.1 $47k 600.00 78.33
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $46k 460.00 100.00
United Sts Oil Units (USO) 0.1 $46k 662.00 69.49
Dollar General (DG) 0.1 $44k 180.00 244.44
Synopsys (SNPS) 0.1 $40k 125.00 320.00
Cadence Design Systems (CDNS) 0.1 $40k 250.00 160.00
Ishares Tr Ishares (SLV) 0.1 $40k 1.8k 21.88
Bristol Myers Squibb (BMY) 0.1 $36k 500.00 72.00
General Motors Company (GM) 0.1 $33k 968.00 34.09
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $31k 219.00 141.55
At&t (T) 0.1 $30k 1.6k 18.20
Walgreen Boots Alliance (WBA) 0.1 $30k 800.00 37.50
Paycom Software (PAYC) 0.1 $30k 98.00 306.12
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $27k 371.00 72.78
Coca-Cola Company (KO) 0.1 $27k 432.00 62.50
Vanguard World Fds Utilities Etf (VPU) 0.1 $27k 175.00 154.29
Advanced Micro Devices (AMD) 0.1 $26k 400.00 65.00
Pepsi (PEP) 0.0 $25k 137.00 182.48
Oracle Corporation (ORCL) 0.0 $25k 300.00 83.33
General Electric (GE) 0.0 $25k 300.00 83.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $24k 92.00 260.87
Paychex (PAYX) 0.0 $23k 197.00 116.75
Visa Com Cl A (V) 0.0 $23k 113.00 203.54
MPLX Com Unit Rep Ltd (MPLX) 0.0 $23k 700.00 32.86
Netflix (NFLX) 0.0 $22k 73.00 301.37
Alphabet Cap Stk Cl C (GOOG) 0.0 $22k 245.00 89.80
Adobe Systems Incorporated (ADBE) 0.0 $19k 56.00 339.29
Astrazeneca SPONSORED Adr (AZN) 0.0 $19k 280.00 67.86
Invesco SHS (IVZ) 0.0 $18k 1.0k 18.00
Tesla Motors (TSLA) 0.0 $18k 150.00 120.00
JPMorgan Chase & Co. (JPM) 0.0 $16k 121.00 132.23
Invesco Exchng Traded Fd Tr Solar Etf (TAN) 0.0 $14k 197.00 71.07
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $14k 217.00 64.52
Essential Properties Realty reit (EPRT) 0.0 $14k 575.00 24.35
Ishares Tr Usa Momentum Fct (MTUM) 0.0 $13k 87.00 149.43
UnitedHealth (UNH) 0.0 $13k 24.00 541.67
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $13k 300.00 43.33
Ishares Tr Msci Intl Moment (IMTM) 0.0 $13k 407.00 31.94
Ishares Tr Rus Md Cap Gr Etf (IWR) 0.0 $12k 180.00 66.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $11k 30.00 366.67
Fortune Brands (FBIN) 0.0 $11k 200.00 55.00
IDEXX Laboratories (IDXX) 0.0 $10k 25.00 400.00
Intel Corporation (INTC) 0.0 $9.0k 352.00 25.57
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $9.0k 138.00 65.22
Westlake Chem Partners Com Unit Rp Lp (WLKP) 0.0 $9.0k 400.00 22.50
Nextera Energy (NEE) 0.0 $8.0k 91.00 87.91
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $7.0k 68.00 102.94
Chevron Corporation (CVX) 0.0 $7.0k 41.00 170.73
Hp (HPQ) 0.0 $6.0k 217.00 27.65
Rbc Cad (RY) 0.0 $6.0k 68.00 88.24
Ford Motor Company (F) 0.0 $6.0k 517.00 11.61
Levi Strauss & Co Cl A Com Stk (LEVI) 0.0 $5.0k 300.00 16.67
Generac Holdings (GNRC) 0.0 $5.0k 50.00 100.00
Warner Bros Discovery Com Ser A (WBD) 0.0 $4.0k 398.00 10.05
Disney Walt Com Disney (DIS) 0.0 $4.0k 51.00 78.43
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $4.0k 100.00 40.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $4.0k 39.00 102.56
ConAgra Foods (CAG) 0.0 $4.0k 108.00 37.04
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $4.0k 88.00 45.45
Cnh Indl N V SHS (CNHI) 0.0 $3.0k 167.00 17.96
Hewlett Packard Enterprise (HPE) 0.0 $3.0k 204.00 14.71
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $3.0k 34.00 88.24
Starbucks Corporation (SBUX) 0.0 $3.0k 25.00 120.00
Lamb Weston Hldgs (LW) 0.0 $3.0k 32.00 93.75
Raytheon Technologies Corp (RTX) 0.0 $3.0k 32.00 93.75
Honeywell International (HON) 0.0 $3.0k 14.00 214.29
Viatris (VTRS) 0.0 $3.0k 297.00 10.10
Uber Technologies (UBER) 0.0 $2.0k 68.00 29.41
Charles Schwab Corporation (SCHW) 0.0 $2.0k 26.00 76.92
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $2.0k 7.00 285.71
Goldman Sachs (GS) 0.0 $2.0k 5.00 400.00
General Mills (GIS) 0.0 $2.0k 20.00 100.00
Ark Etf Tr Innovation Etf (ARKK) 0.0 $2.0k 69.00 28.99
Draftkings Com Cl A (DKNG) 0.0 $1.0k 106.00 9.43
Kroger (KR) 0.0 $1.0k 23.00 43.48
Comcast Corp Cl A (CMCSA) 0.0 $1.0k 19.00 52.63
Meta Platforms Cl A (META) 0.0 $1.0k 6.00 166.67
Toronto Dominion Bk Ont Com New (TD) 0.0 $1.0k 10.00 100.00
Airbnb Com Cl A (ABNB) 0.0 $1.0k 8.00 125.00
Boeing Company (BA) 0.0 $999.999900 3.00 333.33
Wabtec Corporation (WAB) 0.0 $999.999600 12.00 83.33
Viad Corp Com New (VVI) 0.0 $999.999000 42.00 23.81
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $999.997500 75.00 13.33
Qualcomm (QCOM) 0.0 $0 3.00 0.00
Delta Air Lines Inc Del Com New (DAL) 0.0 $0 10.00 0.00
Ishares Tr Global Energ Etf (IXC) 0.0 $0 0 0.00
Proshares Tr Ultrpro S&p500 (UPRO) 0.0 $0 5.00 0.00
Vanguard Scottsdale Fds Shrt Tmr Corp Bd (VCSH) 0.0 $0 6.00 0.00
Proshares Tr Ultrpro Dow30 (UDOW) 0.0 $0 1.00 0.00
Moneygram Intl Com New 0.0 $0 18.00 0.00
Ishares Glb Enr Prod Etf (FILL) 0.0 $0 12.00 0.00
Ishares Msci Frntr100etf (FM) 0.0 $0 10.00 0.00
Metropcs Communications (TMUS) 0.0 $0 2.00 0.00
Fidelity National Financial Fnf Group Com (FNF) 0.0 $0 3.00 0.00
Kearny Finl Corp Md (KRNY) 0.0 $0 30.00 0.00
Snap Cl A (SNAP) 0.0 $0 23.00 0.00
Dxc Technology (DXC) 0.0 $0 14.00 0.00
Cannae Holdings (CNNE) 0.0 $0 1.00 0.00
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) 0.0 $0 4.00 0.00
Growgeneration Corp (GRWG) 0.0 $0 100.00 0.00
Micro Focus International Pl Spon Adr New 0.0 $0 19.00 0.00
Corteva (CTVA) 0.0 $0 0 0.00
Dupont De Nemours (DD) 0.0 $0 0 0.00
Nikola Corp (NKLA) 0.0 $0 205.00 0.00
Coinbase Global Com Cl A (COIN) 0.0 $0 1.00 0.00