Clear Investment Research

Clear Investment Research as of Dec. 31, 2021

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 152 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Mcp Etf (IJH) 9.4 $6.1M 22k 283.08
Ishares Tr Core S&p500 Etf (IVV) 9.2 $6.0M 13k 477.02
Ishares Tr Iboxx Hi Yd Etf (HYG) 6.8 $4.4M 51k 87.01
Ishares Core Msci Emkt (IEMG) 6.3 $4.1M 69k 59.86
Ishares Tr Core S&p Scp Etf (IJR) 6.3 $4.1M 36k 114.50
Vanguard Index Fds Real Estate Etf (VNQ) 5.4 $3.5M 30k 116.01
Ishares Tr Cores Msci Eafe (IEFA) 5.1 $3.3M 45k 74.64
Ishares Tr Tips Bd Etf (TIP) 4.2 $2.8M 21k 129.21
Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.6 $2.3M 21k 113.80
Apple (AAPL) 3.5 $2.3M 13k 177.54
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.0 $2.0M 19k 105.89
Ishares Tr S&p 500 Val Etf (IVE) 2.3 $1.5M 9.7k 156.68
Ishares Tr S&p 500 Grwt Etf (IVW) 2.1 $1.4M 17k 83.66
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 1.9 $1.2M 37k 32.96
Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.6 $1.0M 13k 80.42
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $941k 8.2k 114.12
Bank of America Corporation (BAC) 1.2 $791k 18k 44.50
Dollar Tree (DLTR) 1.1 $731k 5.2k 140.58
Eli Lilly & Co. (LLY) 1.1 $726k 2.6k 276.36
Alphabet Cap Stk Cl C (GOOG) 1.1 $709k 245.00 2893.88
Scwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $627k 6.1k 102.47
Microsoft Corporation (MSFT) 0.9 $558k 1.7k 336.75
Scwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $555k 14k 38.84
Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $526k 3.2k 163.71
Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.7 $478k 6.5k 73.19
Ishares Tr Rus 2000 Grw Etf (IWO) 0.7 $457k 1.6k 293.14
Ishares Gold Tr Ishares New (IAU) 0.7 $455k 13k 34.78
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $449k 8.5k 52.99
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.6 $409k 3.8k 108.95
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $394k 2.4k 166.17
Scwab Strategic Tr Us Tips Etf (SCHP) 0.6 $390k 6.2k 62.83
Johnson & Johnson (JNJ) 0.6 $366k 2.1k 170.95
Ishares Tr Core Smc600vl Etf (IJS) 0.6 $364k 3.5k 104.60
Ishares Tr Sp Smcp600gr Etf (IJT) 0.6 $363k 2.6k 138.87
Ishares Tr Usa Quality Fctr (QUAL) 0.6 $362k 2.5k 145.62
Ishares Tr U.s Real Es Etf (IYR) 0.5 $322k 2.8k 116.29
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $316k 2.1k 148.36
Amazon (AMZN) 0.4 $287k 86.00 3337.21
Graphic Packaging Holding Company (GPK) 0.4 $275k 14k 19.50
Alphabet Cap Stk Cl A (GOOGL) 0.4 $275k 95.00 2894.74
NVIDIA Corporation (NVDA) 0.4 $272k 924.00 294.37
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $266k 5.0k 53.22
Lowe's Companies (LOW) 0.4 $258k 1.0k 258.00
Home Depot (HD) 0.4 $254k 611.00 415.71
Ishares Min Vol Emrg Mkt (EEMV) 0.4 $253k 4.0k 62.76
Vanguard Bd Index Short Trm Bond (BSV) 0.4 $251k 3.1k 80.81
CVS Caremark Corporation (CVS) 0.4 $248k 2.4k 103.33
Ishares Tr Core Msci Total (IXUS) 0.3 $219k 3.1k 71.01
Ishares Tr Russell 2000 Etf (IWM) 0.3 $198k 889.00 222.72
Ishares Tr Multifactor Usa (LRGF) 0.3 $197k 4.2k 46.53
Scwab Strategic Tr Us Reit Etf (SCHH) 0.3 $194k 3.7k 52.80
Barclays Bk Djubs Cmdt Etn36 (DJP) 0.3 $191k 6.5k 29.22
Procter & Gamble Company (PG) 0.3 $185k 1.1k 164.01
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $181k 1.8k 100.56
Ryder System (R) 0.3 $176k 2.1k 82.40
Truist Financial Corp equities (TFC) 0.3 $166k 2.8k 58.51
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $156k 2.1k 73.03
Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.2 $153k 5.2k 29.57
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.2 $150k 2.6k 57.54
Southern Company (SO) 0.2 $143k 2.1k 68.42
Bershire Hathaway Inc Del Cl B New (BRK.B) 0.2 $136k 456.00 298.25
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.2 $135k 2.0k 68.81
Wells Fargo & Company (WFC) 0.2 $131k 2.7k 47.92
Ishares Tr Core St Usdb Etf (ISTB) 0.2 $121k 2.4k 50.40
Pfizer (PFE) 0.2 $118k 2.0k 59.00
Scwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $113k 1.4k 80.54
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $109k 2.1k 53.07
Fidelity National Information Services (FIS) 0.1 $96k 876.00 109.59
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $91k 1.8k 50.19
Best Buy (BBY) 0.1 $91k 900.00 101.11
Applied Materials (AMAT) 0.1 $87k 555.00 156.76
Ishares Tr Core Div Grwth (DGRO) 0.1 $80k 1.4k 55.36
Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $72k 1.8k 41.03
Ishares Tr Core High Dv Etf (HDV) 0.1 $64k 629.00 101.75
Medtronic SHS (MDT) 0.1 $62k 600.00 103.33
Invesco Exchange Traded Fd T Treas Colaterl (TBLL) 0.1 $60k 566.00 106.01
Advanced Micro Devices (AMD) 0.1 $59k 405.00 145.00
Ishares Us Etf Tr Sht Mat Bd Etf (NEAR) 0.1 $56k 1.1k 49.78
Pimco Eft Tr 0-5 High Yield (HYS) 0.1 $55k 558.00 98.57
Ishares Silver Tr Ishares (SLV) 0.1 $52k 2.4k 21.50
Cadence Design Systems (CDNS) 0.1 $47k 250.00 188.00
Synopsys (SNPS) 0.1 $46k 125.00 368.00
Vanguard World Fds Financials Etf (VFH) 0.1 $45k 461.00 97.61
Netflix (NFLX) 0.1 $44k 73.00 602.74
Tesla Motors (TSLA) 0.1 $43k 41.00 1048.78
First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $43k 935.00 45.99
Walgreen Boots Alliance (WBA) 0.1 $42k 800.00 52.50
Paycom Software (PAYC) 0.1 $41k 98.00 418.37
At&t (T) 0.1 $41k 1.6k 24.88
Scwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $40k 750.00 53.33
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $34k 425.00 80.00
Ishares Tr Global Energ Etf (IXC) 0.0 $32k 1.2k 27.14
Adobe Systems Incorporated (ADBE) 0.0 $31k 55.00 563.64
Xilinx 0.0 $30k 140.00 214.29
Exxon Mobil Corporation (XOM) 0.0 $29k 472.00 61.44
General Electric (GE) 0.0 $28k 300.00 93.33
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $27k 204.00 132.35
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $26k 577.00 45.06
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $25k 866.00 28.87
Ishares Tr Nasdaq Biotech (IBB) 0.0 $25k 165.00 151.52
Visa Com Cl A (V) 0.0 $24k 113.00 212.39
Invesco SHS (IVZ) 0.0 $23k 1.0k 23.00
Flexshares Tr Stoxx Globr Inf (NFRA) 0.0 $22k 379.00 58.05
Fortune Brands (FBIN) 0.0 $21k 200.00 105.00
Generac Holdings (GNRC) 0.0 $18k 50.00 360.00
Intel Corporation (INTC) 0.0 $18k 341.00 52.79
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $17k 217.00 78.34
IDEXX Laboratories (IDXX) 0.0 $16k 25.00 640.00
Ishares Tr Usa Momentum Fct (MTUM) 0.0 $16k 87.00 183.91
Baidu (BIDU) 0.0 $16k 110.00 145.45
Essential Properties Realty reit (EPRT) 0.0 $16k 550.00 29.09
Ishares Tr Rus Md Cap Gr Etf (IWR) 0.0 $15k 176.00 85.23
Invesco Exchng Traded Fd Tr Solar Etf (TAN) 0.0 $15k 197.00 76.14
Ford Motor Company (F) 0.0 $10k 500.00 20.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $9.0k 75.00 120.00
Levi Strauss & Co Cl A Com Stk (LEVI) 0.0 $8.0k 300.00 26.67
JPMorgan Chase & Co. (JPM) 0.0 $8.0k 53.00 150.94
Disney Walt Com Disney (DIS) 0.0 $8.0k 51.00 156.86
Hp (HPQ) 0.0 $8.0k 210.00 38.10
Ark Etf Tr Innovation Etf (ARKK) 0.0 $7.0k 69.00 101.45
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $5.0k 45.00 111.11
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $5.0k 86.00 58.14
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $4.0k 34.00 117.65
ConAgra Foods (CAG) 0.0 $4.0k 104.00 38.46
Viatris (VTRS) 0.0 $3.0k 248.00 12.10
Cnh Indl N V SHS (CNH) 0.0 $3.0k 167.00 17.96
Draftkings Com Cl A 0.0 $3.0k 106.00 28.30
Starbucks Corporation (SBUX) 0.0 $3.0k 25.00 120.00
Uber Technologies (UBER) 0.0 $3.0k 68.00 44.12
Hewlett Packard Enterprise (HPE) 0.0 $3.0k 197.00 15.23
Nikola Corp 0.0 $2.0k 205.00 9.76
Lamb Weston Hldgs (LW) 0.0 $2.0k 31.00 64.52
Viad Corp Com New (PRSU) 0.0 $2.0k 42.00 47.62
Snap Cl A (SNAP) 0.0 $1.0k 23.00 43.48
Toronto Dominion Bk Ont Com New (TD) 0.0 $1.0k 10.00 100.00
Growgeneration Corp (GRWG) 0.0 $1.0k 100.00 10.00
Boeing Company (BA) 0.0 $999.999900 3.00 333.33
Wabtec Corporation (WAB) 0.0 $999.999600 12.00 83.33
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
Kearny Finl Corp Md (KRNY) 0.0 $0 30.00 0.00
Dxc Technology (DXC) 0.0 $0 14.00 0.00
Blink Charging (BLNK) 0.0 $0 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 4.00 0.00
Micro Focus International Pl Spon Adr New 0.0 $0 19.00 0.00
Corteva (CTVA) 0.0 $0 0 0.00
Dupont De Nemours (DD) 0.0 $0 0 0.00
Coinbase Global Com Cl A (COIN) 0.0 $0 1.00 0.00