Clear Investment Research

Latest statistics and disclosures from Clear Investment Research's latest quarterly 13F-HR filing:

Companies in the Clear Investment Research portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Lehman Aggregate Bond (AGG) 13.71 +13% 164937 109.51
iShares S&P; MidCap 400 Index (IJH) 11.00 -14% 83310 173.95
iShares S&P; 500 Index (IVV) 8.80 -9% 47607 243.41
iShares iBoxx $ High Yid Corp Bond (HYG) 8.38 -2% 124865 88.39
iShares S&P; 500 Value Index (IVE) 5.71 -23% 71725 104.96
Ishares Inc em mkt min vol 5.57 -14% 132439 55.40
iShares S&P; 500 Growth Index (IVW) 5.19 -32% 49954 136.85
Wisdomtree Tr em lcl debt fd 5.02 +2% 174467 37.93
Db-x Msci Eafe Currency-hedged 4.99 218931 30.02
iShares Barclays TIPS Bond Fund (TIP) 4.65 +3% 53956 113.43
Ishares Core Msci Eafe Etf core msci eafe 4.54 -35% 98132 60.89
Vanguard Short-Term Bond ETF (BSV) 3.82 +34% 63054 79.85
iShares Barclays 20+ Yr Treas.Bond (TLT) 3.63 -2% 38188 125.12
iShares Dow Jones US Real Estate (IYR) 3.10 -31% 51152 79.76
iShares S&P; SmallCap 600 Index (IJR) 2.71 +2% 50895 70.11
iShares Russell 2000 Value Index (IWN) 1.24 -42% 13756 118.86
iShares Russell 2000 Growth Index (IWO) 1.23 -44% 9639 168.79
iShares S&P;/Citi Intl Treasury Bond (IGOV) 1.09 15071 95.68
Amazon (AMZN) 0.56 +73100% 732 1000.00
Schwab International Equity ETF (SCHF) 0.46 NEW 19220 31.79
Schwab Strategic Tr us lrg cap etf 0.46 NEW 10539 57.79
iShares S&P; SmallCap 600 Value Idx (IJS) 0.41 3819 139.83
iShares S&P; SmallCap 600 Growth (IJT) 0.40 3405 155.95
Bank of America Corporation (BAC) 0.32 +1657% 17578 24.23
Vanguard REIT ETF (VNQ) 0.29 4528 83.26
Ishares Tr core strm usbd 0.27 +43% 7169 50.22
Schwab Strategic Tr cmn 0.23 NEW 6104 50.13
iShares MSCI ACWI ex US Index Fund (ACWX) 0.22 +21% 6475 45.56
Pimco Exch Traded Fund 0.21 NEW 2701 101.44
Eli Lilly & Co. (LLY) 0.20 NEW 3247 82.23
Schwab U S Small Cap ETF (SCHA) 0.18 NEW 3755 63.91
Schwab U S Large Cap Growth ETF (SCHG) 0.18 NEW 3721 63.16
Pimco Etf Tr 0-5 high yield 0.18 +278% 2301 101.26
Ryder System (R) 0.14 NEW 2636 72.08
Ipath Dow Jones-aig Commodity 0.14 -5% 7904 22.65
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.10 +10% 1178 114.60
Schwab Strategic Tr us aggregate b 0.10 NEW 2609 52.13
Wells Fargo & Company (WFC) 0.09 NEW 2184 55.40
Schwab Emerging Markets Equity ETF (SCHE) 0.09 NEW 4755 25.03
Schwab Strategic Tr us reit etf 0.09 NEW 2921 41.08
Schwab Intl Small Cap Equity ETF (SCHC) 0.08 NEW 2932 33.77
Procter & Gamble Company (PG) 0.06 NEW 896 87.05
Vantiv Inc Cl A 0.05 NEW 1139 63.21
Sch Us Mid-cap Etf etf 0.03 NEW 7779 4.76
Graphic Packaging Holding Company (GPK) 0.02 -55% 1536 13.67
Ishares Tr cmn 0.02 -57% 1202 24.96
iShares Silver Trust (SLV) 0.01 400 17.50
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.01 +2% 225 84.44
Ishares Inc core msci emkt 0.01 +69% 197 50.76
NVIDIA Corporation (NVDA) 0.00 NEW 3 0.00
ACCO Brands Corporation (ABD) 0.00 11 0.00
iShares MSCI ACWI Index Fund (ACWI) 0.00 19 52.63
Aon 0.00 38 131.58
Ishares Inc msci frntr 100 0.00 12 0.00
Snap Inc cl a 0.00 5 0.00

Past 13F-HR SEC Filings by Clear Investment Research

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