Clear Investment Research

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

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Portfolio Holdings for Clear Investment Research

Companies in the Clear Investment Research portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Hi Yd Etf (HYG) 11.3 $6.2M 72k 87.18
Ishares Tr Core S&p Mcp Etf (IJH) 10.1 $5.6M -5% 21k 260.28
Ishares Tr Core S&p500 Etf (IVV) 9.3 $5.1M 13k 397.86
Ishares Core Msci Emkt (IEMG) 7.2 $4.0M 62k 64.36
Ishares Tr Core S&p Scp Etf (IJR) 6.8 $3.7M -9% 34k 108.55
Ishares Tr Cores Msci Eafe (IEFA) 5.9 $3.3M 45k 72.05
Ishares Tr Tips Bd Etf (TIP) 4.8 $2.7M +6% 21k 125.52
Wisdomtree Tr Em Lcl Debt Fd (ELD) 4.7 $2.6M -10% 81k 32.03
Vanguard Index Fds Real Estate Etf (VNQ) 3.9 $2.2M -5% 24k 91.88
Ishares Tr S&p 500 Val Etf (IVE) 2.6 $1.4M -6% 10k 141.24
Ishares Tr S&p 500 Grwt Etf (IVW) 2.4 $1.3M 20k 65.09
Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.9 $1.1M 20k 52.01
Graphic Packaging Holding Company (GPK) 1.7 $939k -24% 52k 18.15
Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.7 $931k -2% 13k 74.43

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Ishares Tr Core Us Aggbd Et (AGG) 1.6 $883k +2% 7.8k 113.80
Bank of America Corporation (BAC) 1.3 $696k 18k 38.68
Scwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $606k 6.1k 99.74
Scwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $542k 14k 37.59
Apple (AAPL) 0.9 $525k -12% 4.3k 122.06
Eli Lilly & Co. (LLY) 0.9 $491k 2.6k 186.91
Ishares Tr Rus 2000 Grw Etf (IWO) 0.8 $457k -35% 1.5k 301.05
Fidelity Covington Trust Total Bd Etf (FBND) 0.8 $444k 8.5k 52.40
Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.8 $426k 6.5k 65.23
Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $403k 3.1k 129.87
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $372k -4% 2.3k 159.31
Ishares Tr Sp Smcp600gr Etf (IJT) 0.6 $356k -6% 2.8k 128.29
Ishares Tr Core Smc600vl Etf (IJS) 0.6 $353k -17% 3.5k 100.86
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.6 $339k 3.1k 109.04
Ishares Gold Trust Ishares 0.6 $337k +47% 21k 16.26
Ishares Tr Usa Quality Fctr (QUAL) 0.6 $321k -2% 2.6k 121.82
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $297k +12% 2.2k 135.49
Amazon (AMZN) 0.5 $266k -5% 86.00 3093.02
Ishares Tr U.s Real Es Etf (IYR) 0.5 $257k 2.8k 91.98
Ishares Min Vol Emrg Mkt (EEMV) 0.5 $256k 4.1k 63.21
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $233k 5.3k 44.38
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.4 $217k -25% 3.7k 58.15
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $213k +4% 3.0k 71.86
Ishares Tr Russell 2000 Etf (IWM) 0.4 $212k +14% 958.00 221.29
Ishares Tr Core Msci Total (IXUS) 0.4 $206k +4% 2.9k 70.36
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.4 $200k -2% 3.0k 65.88
Home Depot (HD) 0.3 $189k 618.00 305.83
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $184k 1.8k 101.77
Truist Financial Corp equities (TFC) 0.3 $175k 3.0k 58.33
Ishares Tr Multifactor Usa (LRGF) 0.3 $173k +5% 4.3k 40.52
Vanguard Bd Index Short Trm Bond (BSV) 0.3 $164k 2.0k 82.16
Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.3 $163k 5.1k 31.87
Barclays Bk Djubs Cmdt Etn36 (DJP) 0.3 $163k -2% 6.9k 23.61
Ryder System (R) 0.3 $162k 2.1k 75.84
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $155k +2% 2.9k 52.83
Scwab Strategic Tr Us Reit Etf (SCHH) 0.3 $151k 3.7k 41.10
Microsoft Corporation (MSFT) 0.3 $149k 632.00 235.76
Southern Company (SO) 0.2 $130k 2.1k 62.20
NVIDIA Corporation (NVDA) 0.2 $129k 241.00 535.27
Fidelity National Information Services (FIS) 0.2 $123k 875.00 140.57
Bershire Hathaway Inc Del Cl B New (BRK.B) 0.2 $116k 455.00 254.95
Ishares Tr Core St Usdb Etf (ISTB) 0.2 $113k -19% 2.2k 51.27
Procter & Gamble Company (PG) 0.2 $99k 728.00 135.99
Ishares Tr Rus Md Cap Gr Etf (IWR) 0.2 $89k 1.2k 74.29
Ishares Silver Tr Ishares (SLV) 0.2 $89k -47% 3.9k 22.58
Johnson & Johnson (JNJ) 0.2 $89k 543.00 163.90
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.1 $80k +3% 2.5k 31.94
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $79k 1.5k 51.80
Applied Materials (AMAT) 0.1 $74k 555.00 133.33
Ishares Tr Core Div Grwth (DGRO) 0.1 $72k -2% 1.5k 48.55
Wells Fargo & Company (WFC) 0.1 $69k 1.8k 38.85
Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $69k 1.8k 39.32
Invesco Exchange Traded Fd T Treas Colaterl (CLTL) 0.1 $60k +33% 566.00 106.01
Ishares Us Etf Tr Sht Mat Bd Etf (NEAR) 0.1 $59k 1.2k 50.08
Ishares Tr Core High Dv Etf (HDV) 0.1 $59k -2% 619.00 95.31
At&t (T) 0.1 $50k 1.6k 30.34
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $45k 197.00 228.43
Scwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $40k NEW 546.00 73.26
Scwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $40k 750.00 53.33
Pimco Eft Tr 0-5 High Yield (HYS) 0.1 $38k +7560% 383.00 99.22
Paycom Software (PAYC) 0.1 $36k +44% 98.00 367.35
Cadence Design Systems (CDNS) 0.1 $34k 250.00 136.00
Advanced Micro Devices (AMD) 0.1 $31k 404.00 77.50
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $31k -5% 453.00 68.43
Alphabet Cap Stk Cl A (GOOGL) 0.1 $31k 15.00 2066.67
Synopsys (SNPS) 0.1 $31k 125.00 248.00
Ishares Tr Global Energ Etf (IXC) 0.1 $28k 1.1k 24.73
Tesla Motors (TSLA) 0.1 $28k +13% 42.00 666.67
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $27k -51% 203.00 133.00
Exxon Mobil Corporation (XOM) 0.0 $26k 471.00 55.20
Scwab Strategic Tr Us Tips Etf (SCHP) 0.0 $26k 417.00 62.35
Ishares Tr Nasdaq Biotech (IBB) 0.0 $25k 165.00 151.52
Invesco SHS (IVZ) 0.0 $25k -16% 1.0k 25.00
Visa Com Cl A (V) 0.0 $24k 114.00 210.53
Baidu (BIDU) 0.0 $24k 110.00 218.18
Intel Corporation (INTC) 0.0 $22k -46% 338.00 65.09
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $22k NEW 865.00 25.43
Flexshares Tr Stoxx Globr Inf (NFRA) 0.0 $21k NEW 371.00 56.60
First Tr Exchange Traded Finls Alphadex (FXO) 0.0 $20k NEW 472.00 42.37
Vanguard World Fds Financials Etf (VFH) 0.0 $20k NEW 235.00 85.11
Invesco Exchng Traded Fd Tr Solar Etf (TAN) 0.0 $18k +28% 197.00 91.37
Xilinx (XLNX) 0.0 $17k 140.00 121.43
Generac Holdings (GNRC) 0.0 $16k NEW 50.00 320.00
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $16k 217.00 73.73
Ishares Tr Usa Momentum Fct (MTUM) 0.0 $14k 87.00 160.92
Adobe Systems Incorporated (ADBE) 0.0 $12k 26.00 461.54
Essential Properties Realty reit (EPRT) 0.0 $12k 535.00 22.43
Alphabet Cap Stk Cl C (GOOG) 0.0 $10k 5.00 2000.00
Disney Walt Com Disney (DIS) 0.0 $9.0k 50.00 180.00
Ark Etf Tr Innovation Etf (ARKK) 0.0 $8.0k NEW 69.00 115.94
Hp (HPQ) 0.0 $7.0k 206.00 33.98
Draftkings Com Cl A 0.0 $7.0k +341% 106.00 66.04
Levi Strauss & Co Cl A Com Stk (LEVI) 0.0 $7.0k 300.00 23.33
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $5.0k -6% 47.00 106.38
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $5.0k -52% 84.00 59.52
ConAgra Foods (CAG) 0.0 $4.0k 101.00 39.60
Uber Technologies (UBER) 0.0 $4.0k +560% 66.00 60.61
Cnh Indl N V SHS (CNHI) 0.0 $3.0k 167.00 17.96
Boeing Company (BA) 0.0 $3.0k 11.00 272.73
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $3.0k 33.00 90.91
Starbucks Corporation (SBUX) 0.0 $3.0k 27.00 111.11
Hewlett Packard Enterprise (HPE) 0.0 $3.0k 193.00 15.54
Nikola Corp (NKLA) 0.0 $3.0k 205.00 14.63
Netflix (NFLX) 0.0 $2.0k 3.00 666.67
Lamb Weston Hldgs (LW) 0.0 $2.0k 31.00 64.52
Viad Corp Com New (VVI) 0.0 $2.0k 42.00 47.62
Toronto Dominion Bk Ont Com New (TD) 0.0 $1.0k 10.00 100.00
Snap Cl A (SNAP) 0.0 $1.0k 20.00 50.00
Delta Air Lines Inc Del Com New (DAL) 0.0 $0 10.00 0.00
Moneygram Intl Com New (MGI) 0.0 $0 18.00 0.00
Ishares Glb Enr Prod Etf (FILL) 0.0 $0 11.00 0.00
Ishares Msci Frntr100etf (FM) 0.0 $0 9.00 0.00
Fidelity National Financial Fnf Group Com (FNF) 0.0 $0 3.00 0.00
Dxc Technology (DXC) 0.0 $0 14.00 0.00
Blink Charging (BLNK) 0.0 $0 NEW 10.00 0.00
Cannae Holdings (CNNE) 0.0 $0 1.00 0.00
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) 0.0 $0 6.00 0.00
Perspecta 0.0 $0 7.00 0.00
Micro Focus International Pl Spon Adr New (MFGP) 0.0 $0 NEW 19.00 0.00
Corteva (CTVA) 0.0 $0 0 0.00
Dupont De Nemours (DD) 0.0 $0 0 0.00

Past Filings by Clear Investment Research

SEC 13F filings are viewable for Clear Investment Research going back to 2015

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