Clear Investment Research

Clear Investment Research as of June 30, 2020

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 121 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Hi Yd Etf (HYG) 10.8 $5.1M 62k 81.62
Ishares Tr Core S&p Mcp Etf (IJH) 9.5 $4.4M 25k 177.82
Ishares Tr Core S&p500 Etf (IVV) 9.0 $4.2M 14k 309.69
Ishares Tr Core S&p Scp Etf (IJR) 6.3 $2.9M 43k 68.30
Ishares Tr Cores Msci Eafe (IEFA) 6.0 $2.8M 49k 57.15
Wisdomtree Tr Em Lcl Debt Fd (ELD) 5.6 $2.6M 82k 31.94
Ishares Core Msci Emkt (IEMG) 5.3 $2.5M 52k 47.60
Ishares Tr Tips Bd Etf (TIP) 4.1 $1.9M 16k 123.02
Vanguard Index Fds Real Estate Etf (VNQ) 3.8 $1.8M 23k 78.53
Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.1 $1.4M 19k 74.12
Ishares Tr S&p 500 Grwt Etf (IVW) 3.0 $1.4M 6.6k 207.57
Graphic Packaging Holding Company (GPK) 2.7 $1.3M 92k 13.99
Ishares Tr S&p 500 Val Etf (IVE) 2.6 $1.2M 11k 108.25
Ishares Min Vol Emrg Mkt (EEMV) 1.8 $857k 17k 51.98
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $822k 7.0k 118.19
Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $676k 13k 52.66
Ishares Tr Rus 2000 Grw Etf (IWO) 1.1 $504k 2.4k 207.07
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 1.0 $465k 9.4k 49.67
Fidelity Total Bd Etf (FBND) 1.0 $457k 8.5k 53.93
Ishares Tr Usa Momentum Fct (MTUM) 1.0 $448k 3.4k 130.96
Bank of America Corporation (BAC) 0.9 $432k 18k 23.77
Eli Lilly & Co. (LLY) 0.9 $431k 2.6k 164.07
Scwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $414k 14k 29.74
Scwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $413k 6.3k 65.38
Apple (AAPL) 0.8 $370k 1.0k 364.89
Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.7 $327k 6.5k 50.07
Ishares Tr Core Smc600vl Etf (IJS) 0.7 $319k 2.7k 120.20
Ishares Tr Sp Smcp600gr Etf (IJT) 0.7 $316k 1.9k 169.71
Vanguard Bd Index Short Trm Bond (BSV) 0.6 $289k 3.5k 83.00
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $288k 1.8k 164.20
Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $281k 2.8k 101.52
Ishares Tr Usa Quality Fctr (QUAL) 0.6 $273k 2.8k 95.86
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $254k 2.6k 97.39
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.5 $249k 2.3k 109.35
Ishares Tr U.s Real Es Etf (IYR) 0.5 $236k 3.0k 78.98
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $234k 1.5k 158.43
Ishares Tr Core St Usdb Etf (ISTB) 0.4 $191k 3.7k 51.48
Ishares Tr Core Msci Total (IXUS) 0.4 $190k 3.5k 54.43
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.4 $180k 1.8k 101.81
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $178k 5.0k 35.40
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $133k 2.5k 53.56
Barclays Bk Djubs Cmdt Etn36 (DJP) 0.3 $129k 7.4k 17.54
Scwab Strategic Tr Us Reit Etf (SCHH) 0.3 $129k 3.7k 35.11
Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.3 $125k 5.1k 24.32
Amazon (AMZN) 0.3 $121k 44.00 2750.00
Fidelity National Information Services (FIS) 0.3 $117k 875.00 133.71
Southern Company (SO) 0.3 $117k 2.3k 52.00
Home Depot (HD) 0.2 $114k 457.00 249.45
Ishares Tr Multifactor Usa (LRGF) 0.2 $114k 3.7k 31.05
Truist Financial Corp equities (TFC) 0.2 $113k 3.0k 37.67
Microsoft Corporation (MSFT) 0.2 $107k 528.00 202.65
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.2 $102k 2.0k 50.62
Ishares Tr Russell 2000 Etf (IWM) 0.2 $101k 707.00 142.86
Ishares Us Etf Tr Sht Mat Bd Etf (NEAR) 0.2 $100k 2.0k 49.85
Procter & Gamble Company (PG) 0.2 $87k 728.00 119.51
Bershire Hathaway Inc Del Cl B New (BRK.B) 0.2 $81k 455.00 178.02
Ryder System (R) 0.2 $80k 2.1k 37.45
Ishares Tr Intl Trea Bd Etf (IGOV) 0.2 $76k 1.5k 51.18
Johnson & Johnson (JNJ) 0.2 $76k 541.00 140.48
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $75k 554.00 135.38
Ishares Tr Rus Md Cap Gr Etf (IWR) 0.2 $70k 1.3k 53.64
Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $61k 2.1k 29.40
NVIDIA Corporation (NVDA) 0.1 $59k 155.00 380.65
At&t (T) 0.1 $50k 1.6k 30.34
Wells Fargo & Company (WFC) 0.1 $45k 1.8k 25.34
Ishares Tr Core Div Grwth (DGRO) 0.1 $41k 1.1k 38.00
Intel Corporation (INTC) 0.1 $38k 628.00 60.51
Scwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $37k 662.00 55.89
Ishares Tr Core High Dv Etf (HDV) 0.1 $35k 431.00 81.21
Applied Materials (AMAT) 0.1 $34k 555.00 61.26
Invesco Exchange Traded Fd Tr S&p500 Momntm (SPMO) 0.1 $34k 788.00 43.15
Invesco Exchange Traded Fd T Treas Colaterl (TBLL) 0.1 $30k 283.00 106.01
Synopsys (SNPS) 0.1 $24k 125.00 192.00
Cadence Design Systems (CDNS) 0.1 $24k 250.00 96.00
Fidelity Covington Tr Msci Energy Idx (FENY) 0.1 $24k 2.4k 10.12
Exxon Mobil Corporation (XOM) 0.0 $23k 508.00 45.28
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) 0.0 $23k 859.00 26.78
Visa Com Cl A (V) 0.0 $22k 114.00 192.98
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $22k 100.00 220.00
Invesco Exchange Traded Fd Tr S&p Intl Low (IDLV) 0.0 $21k 765.00 27.45
Alphabet Cap Stk Cl A (GOOGL) 0.0 $21k 15.00 1400.00
Paycom Software (PAYC) 0.0 $21k 68.00 308.82
Scwab Strategic Tr Us Tips Etf (SCHP) 0.0 $20k 329.00 60.79
Pimco Eft Tr 0-5 High Yield (HYS) 0.0 $18k 192.00 93.75
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $17k 259.00 65.64
Invesco Exchange Traded Fd Tr S&p Intl Momnt (IDMO) 0.0 $15k 520.00 28.85
Xilinx 0.0 $14k 140.00 100.00
Invesco SHS (IVZ) 0.0 $13k 1.2k 10.83
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $11k 226.00 48.67
Invesco Exchng Traded Fd Tr Gbl Srt Trm Hy (PGHY) 0.0 $11k 516.00 21.32
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $10k 221.00 45.25
Essential Properties Realty reit (EPRT) 0.0 $8.0k 515.00 15.53
Adobe Systems Incorporated (ADBE) 0.0 $8.0k 18.00 444.44
Invesco Exchng Traded Fd Tr Ftse Rafi Emng (PXH) 0.0 $7.0k 410.00 17.07
Alphabet Cap Stk Cl C (GOOG) 0.0 $7.0k 5.00 1400.00
Disney Walt Com Disney (DIS) 0.0 $6.0k 50.00 120.00
Hp (HPQ) 0.0 $4.0k 201.00 19.90
ConAgra Foods (CAG) 0.0 $4.0k 99.00 40.40
Levi Strauss & Co Cl A Com Stk (LEVI) 0.0 $4.0k 300.00 13.33
Hewlett Packard Enterprise (HPE) 0.0 $2.0k 186.00 10.75
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $2.0k 33.00 60.61
Lamb Weston Hldgs (LW) 0.0 $2.0k 30.00 66.67
Starbucks Corporation (SBUX) 0.0 $2.0k 27.00 74.07
Boeing Company (BA) 0.0 $2.0k 11.00 181.82
Netflix (NFLX) 0.0 $999.999900 3.00 333.33
Viad Corp Com New (VVI) 0.0 $999.999000 42.00 23.81
Uber Technologies (UBER) 0.0 $999.999000 26.00 38.46
Cnh Indl N V SHS (CNHI) 0.0 $999.996000 167.00 5.99
Delta Air Lines Inc Del Com New (DAL) 0.0 $0 10.00 0.00
Moneygram Intl Com New 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
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.0 $0 6.00 0.00
Snap Cl A (SNAP) 0.0 $0 20.00 0.00
Dxc Technology (DXC) 0.0 $0 14.00 0.00
Micro Focus International Pl Spon Adr New 0.0 $0 19.00 0.00
Cannae Holdings (CNNE) 0.0 $0 1.00 0.00
Perspecta 0.0 $0 7.00 0.00
Corteva (CTVA) 0.0 $0 0 0.00
Dupont De Nemours (DD) 0.0 $0 0 0.00