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 September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; MidCap 400 Index (IJH) 11.64 96267 +15% 178.90
iShares S&P; 500 Index (IVV) 9.71 56771 +19% 252.93
iShares Lehman Aggregate Bond (AGG) 9.36 126404 -23% 109.59
iShares iBoxx $ High Yid Corp Bond (HYG) 8.00 133412 +6% 88.76
Ishares Core Msci Eafe Etf core msci eafe 7.50 172841 +76% 64.17
iShares S&P; 500 Growth Index (IVW) 6.03 62246 +24% 143.41
iShares S&P; 500 Value Index (IVE) 5.99 82097 +14% 107.91
Ishares Inc em mkt min vol 5.88 149810 +13% 58.10
Db-x Msci Eafe Currency-hedged 4.61 219697 31.03
Wisdomtree Tr em lcl debt fd 4.50 172330 38.59
iShares Barclays TIPS Bond Fund (TIP) 4.20 54749 113.57
Vanguard Short-Term Bond ETF (BSV) 4.00 74118 +17% 79.82
iShares Dow Jones US Real Estate (IYR) 3.64 67434 +31% 79.89
iShares Barclays 20+ Yr Treas.Bond (TLT) 2.84 33643 -11% 124.75
iShares S&P; SmallCap 600 Index (IJR) 2.51 49933 74.22
iShares Russell 2000 Growth Index (IWO) 1.52 12591 +30% 178.94
iShares Russell 2000 Value Index (IWN) 1.51 18041 +31% 124.11
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.53 6709 +469% 116.41
iShares S&P;/Citi Intl Treasury Bond (IGOV) 0.52 15483 +2% 49.28
Amazon (AMZN) 0.49 732 1000.00
Schwab International Equity ETF (SCHF) 0.43 19220 33.45
Schwab Strategic Tr us lrg cap etf 0.43 10642 60.05
Ishares Tr core strm usbd 0.39 11369 +58% 50.31
iShares S&P; SmallCap 600 Growth (IJT) 0.38 3394 164.41
iShares S&P; SmallCap 600 Value Idx (IJS) 0.38 3766 148.43
Bank of America Corporation (BAC) 0.30 17578 25.32
Vanguard REIT ETF (VNQ) 0.27 4727 +4% 83.14
Sch Us Mid-cap Etf etf 0.26 7779 50.13
Schwab Strategic Tr cmn 0.21 6104 51.77
iShares MSCI ACWI ex US Index Fund (ACWX) 0.20 6237 -3% 48.42
Pimco Exch Traded Fund 0.19 2799 +3% 101.11
Schwab U S Small Cap ETF (SCHA) 0.17 3690 67.48
Schwab U S Large Cap Growth ETF (SCHG) 0.17 3721 66.11
Pimco Etf Tr 0-5 high yield 0.16 2376 +3% 101.43
Eli Lilly & Co. (LLY) 0.15 2636 -18% 84.60
Ryder System (R) 0.15 2636 84.60
Ipath Dow Jones-aig Commodity 0.10 6259 -20% 23.33
Schwab Emerging Markets Equity ETF (SCHE) 0.09 4755 26.92
Schwab Strategic Tr us aggregate b 0.09 2609 52.51
Wells Fargo & Company (WFC) 0.08 2184 54.95
Schwab Strategic Tr us reit etf 0.08 3027 +3% 41.30
Powershares Etf Tr Ii s^p500 low vol 0.08 2550 NEW 45.88
Schwab Intl Small Cap Equity ETF (SCHC) 0.07 2932 33.77
Procter & Gamble Company (PG) 0.06 896 91.52
Vantiv Inc Cl A 0.05 1139 70.24
Graphic Packaging Holding Company (GPK) 0.01 1536 13.67
iShares MSCI ACWI Index Fund (ACWI) 0.01 123 +547% 65.04
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.01 123 -45% 81.30
Ishares Tr cmn 0.01 653 -45% 24.50
Ishares Inc core msci emkt 0.01 267 +35% 52.43
Fidelity Bond Etf 0.01 419 NEW 50.12
NVIDIA Corporation (NVDA) 0.00 3 333.33
ACCO Brands Corporation (ABD) 0.00 11 0.00
Aon 0.00 38 157.89
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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