Clear Investment Research

Clear Investment Research as of Dec. 31, 2017

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 52 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P MidCap 400 Index (IJH) 11.5 $18M 92k 189.79
iShares S&P 500 Index (IVV) 9.7 $15M 55k 268.85
iShares Lehman Aggregate Bond (AGG) 9.3 $14M 130k 109.33
iShares iBoxx $ High Yid Corp Bond (HYG) 7.9 $12M 138k 87.26
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 7.6 $12M 175k 66.09
iShares S&P 500 Value Index (IVE) 6.0 $9.2M 80k 114.24
iShares S&P 500 Growth Index (IVW) 6.0 $9.1M 60k 152.76
Ishares Inc em mkt min vol (EEMV) 5.9 $9.0M 148k 60.76
Wisdomtree Tr em lcl debt (ELD) 4.5 $6.9M 179k 38.45
Db-x Msci Eafe Currency-hedged (DBEF) 4.5 $6.8M 214k 31.78
iShares Barclays TIPS Bond Fund (TIP) 4.2 $6.4M 56k 114.07
Vanguard Short-Term Bond ETF (BSV) 4.0 $6.0M 76k 79.10
iShares Dow Jones US Real Estate (IYR) 3.7 $5.6M 70k 81.01
iShares Barclays 20+ Yr Treas.Bond (TLT) 2.9 $4.4M 35k 126.85
iShares S&P SmallCap 600 Index (IJR) 2.5 $3.8M 49k 76.81
iShares Russell 2000 Growth Index (IWO) 1.5 $2.2M 12k 186.73
iShares Russell 2000 Value Index (IWN) 1.5 $2.2M 18k 125.74
Amazon (AMZN) 0.6 $977k 733.00 1333.33
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.5 $809k 7.0k 116.17
iShares S&P/Citi Intl Treasury Bond (IGOV) 0.5 $788k 16k 49.94
Schwab Strategic Tr us lrg cap etf (SCHX) 0.5 $679k 11k 63.80
Schwab International Equity ETF (SCHF) 0.4 $655k 19k 34.08
Ishares Tr core strm usbd (ISTB) 0.4 $600k 12k 49.85
iShares S&P SmallCap 600 Growth (IJT) 0.4 $555k 3.3k 170.09
iShares S&P SmallCap 600 Value Idx (IJS) 0.4 $555k 3.6k 153.65
Bank of America Corporation (BAC) 0.3 $519k 18k 29.53
Vanguard REIT ETF (VNQ) 0.3 $407k 4.9k 83.01
Sch Us Mid-cap Etf etf (SCHM) 0.3 $414k 7.8k 53.22
iShares MSCI ACWI ex US Index Fund (ACWX) 0.2 $345k 6.9k 49.95
Schwab Strategic Tr cmn (SCHV) 0.2 $334k 6.1k 54.72
Pimco Exch Traded Fund (LDUR) 0.2 $307k 3.1k 100.46
Eli Lilly & Co. (LLY) 0.2 $274k 3.2k 84.39
Schwab U S Small Cap ETF (SCHA) 0.2 $257k 3.7k 69.65
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $263k 3.7k 70.68
Pimco Etf Tr 0-5 high yield (HYS) 0.2 $241k 2.4k 100.29
Ryder System (R) 0.1 $222k 2.6k 84.22
Ipath Dow Jones-aig Commodity (DJP) 0.1 $154k 6.3k 24.47
Wells Fargo & Company (WFC) 0.1 $133k 2.2k 60.90
Schwab Emerging Markets Equity ETF (SCHE) 0.1 $133k 4.8k 27.97
Schwab Strategic Tr us aggregate b (SCHZ) 0.1 $136k 2.6k 52.13
Schwab Strategic Tr us reit etf (SCHH) 0.1 $126k 3.0k 41.63
Powershares Etf Tr Ii s^p500 low vol 0.1 $120k 2.5k 47.60
Schwab Intl Small Cap Equity ETF (SCHC) 0.1 $111k 3.0k 36.78
Procter & Gamble Company (PG) 0.1 $82k 896.00 91.52
Ishares Core Intl Stock Etf core (IXUS) 0.0 $27k 434.00 62.21
iShares MSCI ACWI Index Fund (ACWI) 0.0 $9.0k 122.00 73.77
Ishares Inc core msci emkt (IEMG) 0.0 $15k 260.00 57.69
Fidelity Bond Etf (FBND) 0.0 $22k 436.00 50.46
NVIDIA Corporation (NVDA) 0.0 $999.990000 3.00 333.33
Aon 0.0 $3.0k 23.00 130.43
Ishares Inc msci frntr 100 (FM) 0.0 $0 12.00 0.00
Snap Inc cl a (SNAP) 0.0 $0 5.00 0.00