Clear Investment Research

Clear Investment Research as of Sept. 30, 2016

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 30 positions in its portfolio as reported in the September 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Lehman Aggregate Bond (AGG) 12.2 $15M 137k 112.42
iShares S&P MidCap 400 Index (IJH) 11.7 $15M 95k 154.71
iShares S&P 500 Index (IVV) 8.3 $11M 48k 217.57
iShares iBoxx $ High Yid Corp Bond (HYG) 8.3 $10M 120k 87.26
iShares S&P 500 Value Index (IVE) 7.3 $9.2M 97k 94.96
iShares S&P 500 Growth Index (IVW) 7.3 $9.2M 75k 121.66
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 6.7 $8.4M 153k 55.14
Ishares Inc em mkt min vol (EEMV) 6.1 $7.6M 142k 54.06
Wisdomtree Tr em lcl debt (ELD) 4.6 $5.8M 153k 38.08
Db-x Msci Eafe Currency-hedged (DBEF) 4.6 $5.8M 221k 26.38
iShares Barclays TIPS Bond Fund (TIP) 4.5 $5.6M 48k 116.48
iShares Dow Jones US Real Estate (IYR) 4.3 $5.4M 67k 80.63
iShares Barclays 20+ Yr Treas.Bond (TLT) 3.0 $3.8M 32k 119.28
Vanguard Short-Term Bond ETF (BSV) 2.9 $3.7M 45k 80.84
iShares S&P SmallCap 600 Index (IJR) 2.5 $3.1M 25k 124.15
iShares Russell 2000 Value Index (IWN) 1.9 $2.4M 23k 104.74
iShares Russell 2000 Growth Index (IWO) 1.9 $2.4M 16k 148.92
iShares S&P SmallCap 600 Value Idx (IJS) 0.4 $500k 4.0k 124.81
iShares S&P SmallCap 600 Growth (IJT) 0.4 $497k 3.6k 136.99
Vanguard REIT ETF (VNQ) 0.4 $463k 5.3k 86.77
Powershares Etf Tr Ii s^p500 low vol 0.3 $432k 10k 41.45
iShares S&P/Citi Intl Treasury Bond (IGOV) 0.2 $225k 2.2k 100.31
Ipath Dow Jones-aig Commodity (DJP) 0.1 $184k 7.8k 23.46
Ishares Tr core strm usbd (ISTB) 0.1 $134k 1.3k 101.75
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $129k 1.1k 117.27
Ishares Tr cmn (GOVT) 0.1 $88k 3.4k 26.00
Graphic Packaging Holding Company (GPK) 0.0 $48k 3.4k 13.97
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $23k 273.00 84.25
iShares MSCI ACWI Index Fund (ACWI) 0.0 $999.970000 19.00 52.63
Ishares Inc msci frntr 100 (FM) 0.0 $0 12.00 0.00