Clear Investment Research

Clear Investment Research as of March 31, 2022

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 151 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.4 $5.3M 12k 453.67
Ishares Tr Core S&p Mcp Etf (IJH) 8.9 $4.6M 17k 268.37
Vanguard Index Fds Real Estate Etf (VNQ) 6.5 $3.3M 30k 108.36
Ishares Tr Cores Msci Eafe (IEFA) 6.1 $3.1M 45k 69.52
Apple (AAPL) 4.4 $2.2M 13k 174.66
Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.3 $2.2M 41k 53.84
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 4.3 $2.2M 72k 30.40
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $1.8M 17k 107.87
Ishares Core Msci Emkt (IEMG) 3.5 $1.8M 33k 55.54
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.5 $1.8M 17k 104.96
Ishares Tr Tips Bd Etf (TIP) 3.2 $1.6M 13k 124.55
Ishares Tr S&p 500 Val Etf (IVE) 2.5 $1.3M 8.3k 155.68
Ishares Tr S&p 500 Grwt Etf (IVW) 2.2 $1.1M 15k 76.42
Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.9 $961k 13k 75.85
Dollar Tree (DLTR) 1.6 $833k 5.2k 160.19
Eli Lilly & Co. (LLY) 1.5 $752k 2.6k 286.26
Bank of America Corporation (BAC) 1.4 $733k 18k 41.23
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.4 $691k 8.4k 82.31
Alphabet Cap Stk Cl C (GOOG) 1.3 $684k 245.00 2791.84
Scwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $583k 12k 47.35
Scwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $535k 15k 36.73
Microsoft Corporation (MSFT) 1.0 $512k 1.7k 308.43
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $496k 4.6k 107.03
Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $487k 6.5k 74.75
Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.9 $466k 6.5k 71.35
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $425k 8.5k 49.78
Ishares Tr Rus 2000 Grw Etf (IWO) 0.8 $385k 1.5k 255.81
Johnson & Johnson (JNJ) 0.7 $380k 2.1k 177.49
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $355k 2.2k 161.36
Ishares Tr Core Smc600vl Etf (IJS) 0.7 $338k 3.3k 102.36
Ishares Tr Sp Smcp600gr Etf (IJT) 0.7 $337k 2.7k 125.09
Vanguard Bd Index Short Trm Bond (BSV) 0.6 $326k 4.2k 77.95
Ishares Gold Tr Ishares New (IAU) 0.6 $323k 8.8k 36.78
Graphic Packaging Holding Company (GPK) 0.6 $283k 14k 20.01
Amazon (AMZN) 0.5 $280k 86.00 3255.81
Ishares Tr Usa Quality Fctr (QUAL) 0.5 $272k 2.0k 134.65
Alphabet Cap Stk Cl A (GOOGL) 0.5 $267k 96.00 2781.25
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.5 $255k 2.6k 97.96
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $250k 5.0k 50.01
Ishares Min Vol Emrg Mkt (EEMV) 0.5 $246k 4.0k 60.98
CVS Caremark Corporation (CVS) 0.5 $243k 2.4k 101.25
Ishares Tr U.s Real Es Etf (IYR) 0.5 $233k 2.2k 108.07
NVIDIA Corporation (NVDA) 0.5 $231k 848.00 272.41
Barclays Bk Djubs Cmdt Etn36 (DJP) 0.4 $221k 6.0k 36.90
Ishares Tr Core Msci Total (IXUS) 0.4 $219k 3.3k 66.71
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.4 $209k 2.1k 97.75
Scwab Strategic Tr Us Tips Etf (SCHP) 0.4 $206k 3.4k 60.80
Lowe's Companies (LOW) 0.4 $202k 1.0k 202.00
Ishares Tr Multifactor Usa (LRGF) 0.4 $188k 4.2k 44.40
Home Depot (HD) 0.4 $183k 611.00 299.51
Scwab Strategic Tr Us Reit Etf (SCHH) 0.4 $183k 7.3k 24.90
Procter & Gamble Company (PG) 0.3 $172k 1.1k 152.48
Ryder System (R) 0.3 $169k 2.1k 79.12
Truist Financial Corp equities (TFC) 0.3 $161k 2.8k 56.75
Bershire Hathaway Inc Del Cl B New (BRK.B) 0.3 $161k 456.00 353.07
Southern Company (SO) 0.3 $152k 2.1k 72.73
Ishares Tr Core St Usdb Etf (ISTB) 0.3 $152k 3.1k 48.52
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $145k 2.2k 66.48
Scwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $134k 1.7k 78.96
Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.3 $132k 4.7k 27.85
Wells Fargo & Company (WFC) 0.3 $132k 2.7k 48.28
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.3 $131k 2.7k 48.94
Pimco Eft Tr 0-5 High Yield (HYS) 0.2 $118k 2.1k 55.19
Pfizer (PFE) 0.2 $104k 2.0k 52.00
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.2 $97k 1.4k 67.36
Ishares Tr Russell 2000 Etf (IWM) 0.2 $96k 465.00 206.45
Fidelity National Information Services (FIS) 0.2 $88k 876.00 100.46
Best Buy (BBY) 0.2 $82k 900.00 91.11
Ishares Tr Intl Trea Bd Etf (IGOV) 0.2 $79k 1.7k 46.50
Ishares Tr Core Div Grwth (DGRO) 0.1 $76k 1.4k 53.41
Applied Materials (AMAT) 0.1 $73k 555.00 131.53
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $68k 1.4k 49.60
Medtronic SHS (MDT) 0.1 $67k 600.00 111.67
Ishares Us Etf Tr Sht Mat Bd Etf (NEAR) 0.1 $67k 1.3k 49.85
Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $67k 1.8k 38.18
Ishares Tr Core High Dv Etf (HDV) 0.1 $63k 591.00 106.60
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $62k 1.4k 45.32
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $61k 460.00 132.61
Invesco Exchange Traded Fd T Treas Colaterl (TBLL) 0.1 $60k 566.00 106.01
Ishares Silver Tr Ishares (SLV) 0.1 $47k 2.1k 22.78
Advanced Micro Devices (AMD) 0.1 $45k 408.00 110.00
Tesla Motors (TSLA) 0.1 $44k 41.00 1073.17
Ishares Tr Global Energ Etf (IXC) 0.1 $43k 1.2k 36.47
Synopsys (SNPS) 0.1 $42k 125.00 336.00
Cadence Design Systems (CDNS) 0.1 $41k 250.00 164.00
Exxon Mobil Corporation (XOM) 0.1 $40k 482.00 82.99
At&t (T) 0.1 $39k 1.6k 23.66
Scwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $38k 750.00 50.67
Walgreen Boots Alliance (WBA) 0.1 $36k 800.00 45.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $35k 219.00 159.82
Paycom Software (PAYC) 0.1 $34k 98.00 346.94
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $31k 405.00 76.54
General Electric (GE) 0.1 $27k 300.00 90.00
Netflix (NFLX) 0.1 $27k 73.00 369.86
Paychex (PAYX) 0.1 $27k 197.00 137.06
Vanguard World Fds Utilities Etf (VPU) 0.1 $27k 164.00 164.63
Ishares Tr Nasdaq Biotech (IBB) 0.0 $25k 165.00 151.52
Adobe Systems Incorporated (ADBE) 0.0 $25k 55.00 454.55
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $25k 204.00 122.55
Visa Com Cl A (V) 0.0 $25k 113.00 221.24
Invesco SHS (IVZ) 0.0 $23k 1.0k 23.00
Intel Corporation (INTC) 0.0 $17k 344.00 49.42
JPMorgan Chase & Co. (JPM) 0.0 $16k 116.00 137.93
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $16k 217.00 73.73
Ishares Tr Usa Momentum Fct (MTUM) 0.0 $15k 87.00 172.41
Generac Holdings (GNRC) 0.0 $15k 50.00 300.00
Fortune Brands (FBIN) 0.0 $15k 200.00 75.00
Invesco Exchng Traded Fd Tr Solar Etf (TAN) 0.0 $15k 197.00 76.14
Ishares Tr Rus Md Cap Gr Etf (IWR) 0.0 $14k 173.00 80.92
IDEXX Laboratories (IDXX) 0.0 $14k 25.00 560.00
Essential Properties Realty reit (EPRT) 0.0 $14k 555.00 25.23
Ford Motor Company (F) 0.0 $9.0k 502.00 17.93
Hp (HPQ) 0.0 $8.0k 212.00 37.74
Disney Walt Com Disney (DIS) 0.0 $7.0k 51.00 137.25
Levi Strauss & Co Cl A Com Stk (LEVI) 0.0 $6.0k 300.00 20.00
Ark Etf Tr Innovation Etf (ARKK) 0.0 $5.0k 69.00 72.46
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $5.0k 42.00 119.05
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $5.0k 86.00 58.14
ConAgra Foods (CAG) 0.0 $4.0k 105.00 38.10
Viatris (VTRS) 0.0 $3.0k 248.00 12.10
Cnh Indl N V SHS (CNH) 0.0 $3.0k 167.00 17.96
Hewlett Packard Enterprise (HPE) 0.0 $3.0k 199.00 15.08
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $3.0k 34.00 88.24
Uber Technologies (UBER) 0.0 $2.0k 68.00 29.41
Nikola Corp 0.0 $2.0k 205.00 9.76
Starbucks Corporation (SBUX) 0.0 $2.0k 25.00 80.00
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
Draftkings Com Cl A 0.0 $2.0k 106.00 18.87
Snap Cl A (SNAP) 0.0 $1.0k 23.00 43.48
Baidu (BIDU) 0.0 $1.0k 10.00 100.00
Toronto Dominion Bk Ont Com New (TD) 0.0 $1.0k 10.00 100.00
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $1.0k 20.00 50.00
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
Vanguard Scottsdale Fds Shrt Tmr Corp Bd (VCSH) 0.0 $0 6.00 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