Clear Investment Research

Clear Investment Research as of Dec. 31, 2023

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 272 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.0 $7.8M 16k 477.64
Graphic Packaging Holding Company (GPK) 7.9 $5.6M 226k 24.65
Ishares Tr Core S&p Mcp Etf (IJH) 7.5 $5.3M 19k 277.16
Vanguard Index Fds Real Estate Etf (VNQ) 5.6 $4.0M 45k 88.36
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 4.8 $3.4M 119k 28.78
Ishares Tr Cores Msci Eafe (IEFA) 4.2 $3.0M 43k 70.35
Apple (AAPL) 4.0 $2.8M 15k 192.53
Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.4 $2.4M 43k 56.40
Ishares Core Msci Emkt (IEMG) 3.3 $2.3M 46k 50.58
Ishares Tr Core S&p Scp Etf (IJR) 3.2 $2.2M 21k 108.25
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.4 $1.7M 36k 46.04
Eli Lilly & Co. (LLY) 2.2 $1.5M 2.6k 582.94
Microsoft Corporation (MSFT) 2.1 $1.5M 4.0k 376.12
Scwab Strategic Tr Sht Tm Us Tres (SCHO) 1.9 $1.3M 28k 48.45
Ishares Tr S&p 500 Val Etf (IVE) 1.7 $1.2M 7.1k 173.91
Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $1.1M 15k 75.32
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $1.1M 14k 75.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $783k 16k 47.90
Dollar Tree (DLTR) 1.0 $739k 5.2k 142.05
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $733k 7.4k 98.60
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.0 $714k 15k 48.72
Scwab Strategic Tr Us Tips Etf (SCHP) 0.9 $670k 13k 52.20
Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $601k 7.2k 82.96
Bank of America Corporation (BAC) 0.8 $593k 18k 33.67
Scwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $581k 12k 47.24
Ishares Tr Tips Bd Etf (TIP) 0.8 $570k 5.3k 107.50
Scwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $555k 15k 36.96
NVIDIA Corporation (NVDA) 0.7 $522k 1.1k 495.31
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $520k 6.7k 77.40
Amazon (AMZN) 0.7 $502k 3.3k 151.94
Vanguard Index Fds Large Cap Etf (VV) 0.7 $500k 2.3k 218.20
Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.7 $486k 6.9k 70.10
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.7 $484k 17k 28.56
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $419k 8.1k 52.01
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $394k 1.6k 252.32
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $360k 3.6k 99.25
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $358k 2.3k 155.42
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.5 $330k 15k 22.07
Ishares Tr Core Smc600vl Etf (IJS) 0.4 $304k 3.0k 103.07
Ishares Tr Sp Smcp600gr Etf (IJT) 0.4 $304k 2.4k 125.14
Johnson & Johnson (JNJ) 0.4 $297k 1.9k 156.79
Alphabet Cap Stk Cl A (GOOGL) 0.4 $294k 2.1k 139.69
Bershire Hathaway Inc Del Cl B New (BRK.B) 0.4 $293k 821.00 356.66
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $273k 1.9k 147.17
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $260k 4.8k 54.09
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $254k 8.9k 28.64
Ishares Tr Core Div Grwth (DGRO) 0.4 $249k 4.6k 53.83
Ryder System (R) 0.3 $246k 2.1k 115.06
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $223k 2.4k 94.76
Lowe's Companies (LOW) 0.3 $223k 1.0k 222.55
Ishares Min Vol Emrg Mkt (EEMV) 0.3 $219k 3.9k 55.60
Ishares Tr Core Msci Total (IXUS) 0.3 $218k 3.4k 64.93
Scwab Strategic Tr Us Reit Etf (SCHH) 0.3 $211k 10k 20.71
Procter & Gamble Company (PG) 0.3 $210k 1.4k 146.54
Ishares Tr U.s Real Es Etf (IYR) 0.3 $206k 2.3k 91.44
CVS Caremark Corporation (CVS) 0.3 $194k 2.5k 78.98
Ishares Tr U S Equity Factr (LRGF) 0.3 $184k 3.8k 48.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $177k 432.00 409.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $160k 337.00 475.31
Barclays Bk Djubs Cmdt Etn36 (DJP) 0.2 $160k 5.3k 30.39
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $159k 2.6k 61.92
Southern Company (SO) 0.2 $141k 2.0k 70.14
Wells Fargo & Company (WFC) 0.2 $135k 2.7k 49.22
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $132k 2.0k 67.75
Scwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $127k 1.7k 76.13
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.2 $122k 1.4k 89.08
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $120k 3.5k 34.01
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $112k 2.1k 52.35
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $106k 2.2k 47.57
Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.1 $106k 4.3k 24.79
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $103k 2.2k 46.63
Exxon Mobil Corporation (XOM) 0.1 $101k 1.0k 100.06
Ishares Us Etf Tr Blackrock Sh Dur (NEAR) 0.1 $99k 2.0k 50.54
Applied Materials (AMAT) 0.1 $99k 608.00 162.07
Wal-Mart Stores (WMT) 0.1 $97k 617.00 157.78
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.1 $97k 1.5k 62.66
Ishares Tr Russell 2000 Etf (IWM) 0.1 $94k 470.00 200.94
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $94k 2.4k 39.19
Truist Financial Corp equities (TFC) 0.1 $92k 2.5k 36.92
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $88k 518.00 170.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $87k 367.00 237.57
Scwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $87k 1.9k 46.06
Vanguard Bd Index Short Trm Bond (BSV) 0.1 $85k 1.1k 77.02
Home Depot (HD) 0.1 $81k 235.00 346.55
Ishares Gold Tr Ishares New (IAU) 0.1 $81k 2.1k 39.03
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $80k 1.9k 41.33
Broadcom (AVGO) 0.1 $79k 71.00 1116.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $78k 257.00 303.17
John Hancock Exchage Traded Multifactor Mi (JHMM) 0.1 $73k 1.4k 52.66
Synopsys (SNPS) 0.1 $72k 140.00 514.91
Best Buy (BBY) 0.1 $71k 900.00 78.28
Ishares Tr Core High Dv Etf (HDV) 0.1 $70k 686.00 102.08
Tesla Motors (TSLA) 0.1 $70k 281.00 248.48
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $70k 121.00 576.10
United Sts Oil Units (USO) 0.1 $69k 1.0k 66.65
Pfizer (PFE) 0.1 $69k 2.4k 28.79
Cadence Design Systems (CDNS) 0.1 $68k 250.00 272.37
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $66k 1.0k 65.06
Invesco Exchange Traded Fd T Treas Colaterl (TBLL) 0.1 $64k 601.00 105.78
Advanced Micro Devices (AMD) 0.1 $60k 407.00 147.41
Coca-Cola Company (KO) 0.1 $56k 953.00 58.93
UnitedHealth (UNH) 0.1 $54k 101.00 531.23
Fidelity National Information Services (FIS) 0.1 $53k 877.00 60.11
Pepsi (PEP) 0.1 $53k 309.00 169.84
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $52k 2.2k 23.87
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $50k 1.2k 42.25
Abbvie (ABBV) 0.1 $48k 310.00 154.97
Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $47k 1.3k 34.89
Medtronic SHS (MDT) 0.1 $47k 600.00 78.36
Visa Com Cl A (V) 0.1 $47k 180.00 260.55
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $46k 460.00 98.88
Lockheed Martin Corporation (LMT) 0.1 $43k 95.00 456.65
Netflix (NFLX) 0.1 $43k 87.00 488.23
Chevron Corporation (CVX) 0.1 $42k 281.00 149.40
Ishares Tr Ishares (SLV) 0.1 $40k 1.8k 21.78
Merck & Co (MRK) 0.1 $39k 357.00 109.02
Adobe Systems Incorporated (ADBE) 0.1 $39k 65.00 596.60
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $38k 1.3k 29.02
Mondelez Intl Cl A (MDLZ) 0.1 $38k 529.00 72.43
General Electric Com New (GE) 0.1 $38k 300.00 127.63
McDonald's Corporation (MCD) 0.1 $38k 128.00 296.51
Starbucks Corporation (SBUX) 0.1 $38k 394.00 96.12
Oracle Corporation (ORCL) 0.1 $37k 354.00 105.43
Paychex (PAYX) 0.1 $37k 307.00 119.12
Air Products & Chemicals (APD) 0.0 $35k 128.00 274.05
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $35k 220.00 157.81
Alphabet Cap Stk Cl C (GOOG) 0.0 $35k 245.00 140.93
Marsh & McLennan Companies (MMC) 0.0 $33k 174.00 189.47
Meta Platforms Cl A (META) 0.0 $33k 92.00 356.09
Prologis (PLD) 0.0 $32k 242.00 133.57
Ishares Tr Exponential Tech (XT) 0.0 $32k 535.00 59.87
Spdr Ser Tr S&p Kensho New (KOMP) 0.0 $32k 680.00 46.70
Eaton Corp SHS (ETN) 0.0 $29k 122.00 240.82
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $29k 365.00 78.12
Nextera Energy (NEE) 0.0 $28k 458.00 60.76
At&t (T) 0.0 $28k 1.6k 16.78
MPLX Com Unit Rep Ltd (MPLX) 0.0 $26k 700.00 36.72
Bristol Myers Squibb (BMY) 0.0 $26k 500.00 51.31
Sempra Energy (SRE) 0.0 $24k 326.00 74.73
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.0 $24k 724.00 33.31
Dollar General (DG) 0.0 $24k 176.00 135.95
JPMorgan Chase & Co. (JPM) 0.0 $24k 139.00 170.72
Texas Instruments Incorporated (TXN) 0.0 $23k 137.00 170.46
Travelers Companies (TRV) 0.0 $21k 110.00 190.49
Walgreen Boots Alliance (WBA) 0.0 $21k 800.00 26.11
Williams Companies (WMB) 0.0 $21k 591.00 34.83
Paycom Software (PAYC) 0.0 $20k 98.00 207.37
Us Bankcorp Del Com New (USB) 0.0 $19k 442.00 43.28
Automatic Data Processing (ADP) 0.0 $19k 82.00 232.98
Illinois Tool Works (ITW) 0.0 $19k 72.00 262.39
Astrazeneca SPONSORED Adr (AZN) 0.0 $19k 280.00 67.35
Phillips 66 (PSX) 0.0 $18k 137.00 133.14
Invesco SHS (IVZ) 0.0 $18k 1.0k 17.84
Vaneck Etf Trust Morningstar Smid (SMOT) 0.0 $18k 558.00 31.54
Honeywell International (HON) 0.0 $17k 81.00 211.40
Cisco Systems (CSCO) 0.0 $17k 330.00 50.52
PNC Financial Services (PNC) 0.0 $16k 105.00 154.85
Ishares Tr Msci Intl Moment (IMTM) 0.0 $16k 462.00 34.31
Costco Wholesale Corporation (COST) 0.0 $16k 24.00 660.08
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $16k 370.00 41.93
Fortune Brands (FBIN) 0.0 $15k 200.00 76.14
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $15k 217.00 69.34
Ishares Tr Rus Md Cap Gr Etf (IWR) 0.0 $15k 187.00 78.06
Realty Income (O) 0.0 $14k 242.00 57.42
IDEXX Laboratories (IDXX) 0.0 $14k 25.00 555.04
Albemarle Corporation (ALB) 0.0 $14k 95.00 145.19
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $14k 87.00 156.89
Servicenow (NOW) 0.0 $13k 19.00 706.47
Charles Schwab Corporation (SCHW) 0.0 $12k 180.00 68.80
Mastercard Incorporated Cl A (MA) 0.0 $12k 29.00 426.52
Raytheon Technologies Corp (RTX) 0.0 $12k 142.00 84.61
Qualcomm (QCOM) 0.0 $12k 81.00 144.63
Fidelity Convington Trust Enhanced Mid (FMDE) 0.0 $11k 408.00 27.31
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $11k 219.00 50.78
Pimco Eft Tr 0-5 High Yield (HYS) 0.0 $11k 117.00 93.08
salesforce (CRM) 0.0 $11k 41.00 263.15
Wec Energy Group (WEC) 0.0 $11k 128.00 84.17
Invesco Exchng Traded Fd Tr Solar Etf (TAN) 0.0 $11k 197.00 53.35
Nxp Semiconductors N V (NXPI) 0.0 $10k 45.00 229.69
Dex (DXCM) 0.0 $9.2k 74.00 124.09
Abbott Laboratories (ABT) 0.0 $8.8k 80.00 110.08
Intuit (INTU) 0.0 $8.8k 14.00 625.00
Hubbell (HUBB) 0.0 $8.6k 26.00 328.92
Accenture Plc Ireland Shs Class A (ACN) 0.0 $8.4k 24.00 350.92
Keurig Dr Pepper (KDP) 0.0 $8.3k 249.00 33.32
Zoetis Cl A (ZTS) 0.0 $8.1k 41.00 197.37
Kinder Morgan (KMI) 0.0 $7.7k 439.00 17.64
Ford Motor Company (F) 0.0 $7.6k 622.00 12.20
Nike CL B (NKE) 0.0 $7.5k 69.00 108.57
Linde SHS (LIN) 0.0 $7.4k 18.00 410.72
Fiserv (FI) 0.0 $7.3k 55.00 132.84
TJX Companies (TJX) 0.0 $6.8k 73.00 93.81
Hp (HPQ) 0.0 $6.8k 225.00 30.14
Rbc Cad (RY) 0.0 $6.8k 67.00 101.13
Cintas Corporation (CTAS) 0.0 $6.6k 11.00 602.64
BlackRock (BLK) 0.0 $6.6k 8.00 820.25
Fastenal Company (FAST) 0.0 $6.5k 100.00 64.77
Generac Holdings (GNRC) 0.0 $6.5k 50.00 129.24
Verisk Analytics (VRSK) 0.0 $6.2k 26.00 238.85
Amgen (AMGN) 0.0 $6.0k 21.00 288.00
Monster Beverage Corp (MNST) 0.0 $5.9k 103.00 57.61
Union Pacific Corporation (UNP) 0.0 $5.6k 23.00 245.61
Cheniere Energy Com New (LNG) 0.0 $5.1k 30.00 170.70
Danaher Corporation (DHR) 0.0 $5.1k 22.00 231.32
Dell Technologies CL C (DELL) 0.0 $5.0k 66.00 76.50
American Tower Reit (AMT) 0.0 $5.0k 23.00 218.26
Levi Strauss & Co Cl A Com Stk (LEVI) 0.0 $5.0k 300.00 16.54
Boeing Company (BA) 0.0 $5.0k 19.00 260.68
Cme (CME) 0.0 $4.8k 23.00 210.61
Anthem (ELV) 0.0 $4.7k 10.00 471.60
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $4.7k 91.00 51.41
Veeva Sys Cl A Com (VEEV) 0.0 $4.6k 24.00 192.50
Disney Walt Com Disney (DIS) 0.0 $4.6k 51.00 90.29
Everest Re Group (EG) 0.0 $4.6k 13.00 353.62
Lithium Amers Corp Com Shs (LAC) 0.0 $4.6k 713.00 6.40
Warner Bros Discovery Com Ser A (WBD) 0.0 $4.5k 398.00 11.38
Regions Financial Corporation (RF) 0.0 $4.5k 232.00 19.38
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $4.4k 39.00 111.64
Lithium Americas Argentina C Com Shs (LAAC) 0.0 $4.3k 677.00 6.32
Exelixis (EXEL) 0.0 $4.1k 169.00 23.99
Take-Two Interactive Software (TTWO) 0.0 $3.7k 23.00 160.96
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $3.6k 35.00 103.37
Ark Etf Tr Innovation Etf (ARKK) 0.0 $3.6k 69.00 52.38
Hewlett Packard Enterprise (HPE) 0.0 $3.6k 210.00 17.01
Draftkings Com Cl A (DKNG) 0.0 $3.5k 100.00 35.25
Lamb Weston Hldgs (LW) 0.0 $3.5k 32.00 109.47
Metropcs Communications (TMUS) 0.0 $3.4k 21.00 160.71
ConAgra Foods (CAG) 0.0 $3.2k 113.00 28.73
Ecolab (ECL) 0.0 $3.2k 16.00 199.06
Eversource Energy (ES) 0.0 $3.1k 50.00 61.72
Comcast Corp Cl A (CMCSA) 0.0 $2.7k 62.00 43.85
Viatris (VTRS) 0.0 $2.7k 248.00 10.83
Uber Technologies (UBER) 0.0 $2.5k 41.00 61.56
Corning Incorporated (GLW) 0.0 $2.1k 68.00 30.46
Cnh Indl N V SHS (CNHI) 0.0 $2.0k 167.00 12.18
International Business Machines (IBM) 0.0 $1.6k 10.00 163.60
Old Dominion Freight Line In 0.0 $1.6k 4.00 406.75
Viad Corp Com New (VVI) 0.0 $1.5k 42.00 36.83
Wabtec Corporation (WAB) 0.0 $1.5k 12.00 126.92
ON Semiconductor (ON) 0.0 $1.5k 18.00 83.56
L3harris Technologies (LHX) 0.0 $1.5k 7.00 214.57
Palo Alto Networks (PANW) 0.0 $1.5k 5.00 294.80
Crispr Therapeutics Namen Akt (CRSP) 0.0 $1.3k 21.00 62.62
General Mills (GIS) 0.0 $1.2k 19.00 65.74
Johnson Ctls Intl SHS (JCI) 0.0 $1.2k 20.00 57.65
United Parcel Service CL B (UPS) 0.0 $1.1k 7.00 157.29
Waste Management (WM) 0.0 $1.1k 6.00 179.17
Kenvue (KVUE) 0.0 $1.1k 48.00 21.94
Kroger (KR) 0.0 $966.999600 21.00 46.05
Occidental Petroleum Corporation (OXY) 0.0 $959.000000 16.00 59.94
Airbnb Com Cl A (ABNB) 0.0 $953.000300 7.00 136.14
Lam Research Corporation (LRCX) 0.0 $788.000000 1.00 788.00
Toronto Dominion Bk Ont Com New (TD) 0.0 $646.000000 10.00 64.60
Carnival Corp Common Stock (CCL) 0.0 $592.998400 32.00 18.53
General Motors Company (GM) 0.0 $467.000300 13.00 35.92
Vanguard Scottsdale Fds Shrt Tmr Corp Bd (VCSH) 0.0 $463.999800 6.00 77.33
Marvell Technology (MRVL) 0.0 $411.003400 74.00 5.55
Delta Air Lines Inc Del Com New (DAL) 0.0 $405.000000 10.00 40.50
Intellia Therapeutics (NTLA) 0.0 $334.999500 11.00 30.45
Dxc Technology (DXC) 0.0 $335.000400 14.00 23.93
Ishares Msci Frntr100etf (FM) 0.0 $278.000000 10.00 27.80
Kearny Finl Corp Md (KRNY) 0.0 $269.001000 30.00 8.97
Fidelity National Financial Fnf Group Com (FNF) 0.0 $191.000100 3.00 63.67
Coinbase Global Com Cl A (COIN) 0.0 $174.000000 1.00 174.00
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) 0.0 $82.000000 4.00 20.50
Cannae Holdings (CNNE) 0.0 $20.000000 1.00 20.00
Snap Cl A (SNAP) 0.0 $17.000000 1.00 17.00
Mullen Automotive Com New (MULN) 0.0 $14.000000 1.00 14.00
Ishares Tr Global Energ Etf (IXC) 0.0 $0 0 0.00
Essential Properties Realty reit (EPRT) 0.0 $0 0 0.00
Corteva (CTVA) 0.0 $0 0 0.00
Dupont De Nemours (DD) 0.0 $0 0 0.00