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