Clear Investment Research

Clear Investment Research as of June 30, 2022

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 147 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.2 $4.6M 12k 379.20
Ishares Tr Core S&p Mcp Etf (IJH) 8.9 $4.0M 18k 226.25
Vanguard Index Fds Real Estate Etf (VNQ) 6.5 $2.9M 32k 91.10
Ishares Tr Cores Msci Eafe (IEFA) 5.9 $2.7M 46k 58.86
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 4.2 $1.9M 70k 27.01
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.1 $1.8M 18k 101.43
Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.0 $1.8M 41k 44.67
Apple (AAPL) 3.8 $1.7M 13k 136.70
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $1.6M 18k 92.43
Ishares Core Msci Emkt (IEMG) 3.5 $1.6M 32k 49.06
Ishares Tr Tips Bd Etf (TIP) 3.1 $1.4M 12k 113.88
Graphic Packaging Holding Company (GPK) 3.0 $1.3M 65k 20.50
Ishares Tr S&p 500 Val Etf (IVE) 2.5 $1.1M 8.3k 137.41
Ishares Tr S&p 500 Grwt Etf (IVW) 2.1 $964k 16k 60.33
Eli Lilly & Co. (LLY) 1.9 $852k 2.6k 324.32
Dollar Tree (DLTR) 1.8 $810k 5.2k 155.77
Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.7 $788k 13k 62.70
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.3 $571k 7.8k 73.57
Bank of America Corporation (BAC) 1.2 $553k 18k 31.11
Alphabet Cap Stk Cl C (GOOG) 1.2 $536k 245.00 2187.76
Scwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $476k 12k 38.96
Scwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $453k 14k 31.47
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $437k 4.3k 101.60
Microsoft Corporation (MSFT) 0.9 $427k 1.7k 256.76
Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.9 $408k 6.5k 62.47
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.9 $397k 8.5k 46.50
Johnson & Johnson (JNJ) 0.8 $380k 2.1k 177.49
Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $378k 6.5k 58.01
Ishares Tr Rus 2000 Grw Etf (IWO) 0.7 $319k 1.5k 206.34
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $304k 2.2k 136.26
Vanguard Bd Index Short Trm Bond (BSV) 0.7 $300k 3.9k 76.79
Ishares Tr Sp Smcp600gr Etf (IJT) 0.7 $300k 2.9k 105.19
Ishares Tr Core Smc600vl Etf (IJS) 0.7 $299k 3.4k 89.07
Ishares Gold Tr Ishares New (IAU) 0.6 $277k 8.1k 34.29
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.5 $233k 2.4k 96.04
Ishares Tr Usa Quality Fctr (QUAL) 0.5 $232k 2.1k 111.86
Ishares Min Vol Emrg Mkt (EEMV) 0.5 $222k 4.0k 55.35
CVS Caremark Corporation (CVS) 0.5 $222k 2.4k 92.50
Alphabet Cap Stk Cl A (GOOGL) 0.5 $211k 97.00 2175.26
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $211k 5.0k 42.02
Ishares Tr U.s Real Es Etf (IYR) 0.4 $203k 2.2k 92.19
Barclays Bk Djubs Cmdt Etn36 (DJP) 0.4 $203k 5.8k 34.81
Ishares Tr Core Msci Total (IXUS) 0.4 $200k 3.5k 57.14
Amazon (AMZN) 0.4 $183k 1.7k 106.33
Lowe's Companies (LOW) 0.4 $175k 1.0k 175.00
Home Depot (HD) 0.4 $168k 611.00 274.96
Procter & Gamble Company (PG) 0.4 $162k 1.1k 143.62
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.4 $161k 1.9k 85.10
Ishares Tr Multifactor Usa (LRGF) 0.4 $160k 4.2k 37.79
Scwab Strategic Tr Us Reit Etf (SCHH) 0.3 $155k 7.3k 21.09
Ryder System (R) 0.3 $152k 2.1k 71.16
Southern Company (SO) 0.3 $149k 2.1k 71.29
Scwab Strategic Tr Us Tips Etf (SCHP) 0.3 $136k 2.4k 55.69
Truist Financial Corp equities (TFC) 0.3 $135k 2.8k 47.59
NVIDIA Corporation (NVDA) 0.3 $129k 851.00 151.59
Bershire Hathaway Inc Del Cl B New (BRK.B) 0.3 $125k 457.00 273.52
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $124k 2.3k 54.58
Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.3 $119k 4.7k 25.40
Scwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $118k 1.6k 71.73
Ishares Tr Core St Usdb Etf (ISTB) 0.2 $110k 2.3k 47.27
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.2 $109k 2.5k 43.17
Pfizer (PFE) 0.2 $105k 2.0k 52.50
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.2 $92k 1.5k 62.20
Ishares Tr Russell 2000 Etf (IWM) 0.2 $80k 469.00 170.58
Fidelity National Information Services (FIS) 0.2 $80k 876.00 91.32
Pimco Eft Tr 0-5 High Yield (HYS) 0.2 $76k 862.00 88.17
Ishares Tr Intl Trea Bd Etf (IGOV) 0.2 $73k 1.8k 40.94
Ishares S&p 100 Etf (OEF) 0.2 $71k 411.00 172.75
Ishares Tr Core Div Grwth (DGRO) 0.2 $68k 1.4k 47.39
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $64k 1.4k 46.68
Ishares Us Etf Tr Sht Mat Bd Etf (NEAR) 0.1 $60k 1.2k 49.42
Invesco Exchange Traded Fd T Treas Colaterl (TBLL) 0.1 $60k 567.00 105.82
Best Buy (BBY) 0.1 $59k 900.00 65.56
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $59k 1.4k 41.96
Ishares Tr Core High Dv Etf (HDV) 0.1 $58k 578.00 100.35
Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $55k 1.8k 31.34
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $53k 460.00 115.22
Applied Materials (AMAT) 0.1 $50k 555.00 90.09
Exxon Mobil Corporation (XOM) 0.1 $42k 486.00 86.42
Ishares Tr Global Energ Etf (IXC) 0.1 $41k 1.2k 34.11
Ishares Silver Tr Ishares (SLV) 0.1 $39k 2.1k 18.71
Synopsys (SNPS) 0.1 $38k 125.00 304.00
Cadence Design Systems (CDNS) 0.1 $38k 250.00 152.00
At&t (T) 0.1 $35k 1.6k 21.24
Advanced Micro Devices (AMD) 0.1 $32k 408.00 77.50
Walgreen Boots Alliance (WBA) 0.1 $30k 800.00 37.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $29k 219.00 132.42
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $28k 397.00 70.53
Tesla Motors (TSLA) 0.1 $28k 41.00 682.93
Paycom Software (PAYC) 0.1 $27k 98.00 275.51
Vanguard World Fds Utilities Etf (VPU) 0.1 $25k 166.00 150.60
Visa Com Cl A (V) 0.0 $22k 113.00 194.69
Paychex (PAYX) 0.0 $22k 197.00 111.68
Adobe Systems Incorporated (ADBE) 0.0 $20k 55.00 363.64
General Electric (GE) 0.0 $19k 300.00 63.33
JPMorgan Chase & Co. (JPM) 0.0 $16k 116.00 137.93
Invesco Exchng Traded Fd Tr Solar Etf (TAN) 0.0 $14k 197.00 71.07
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $14k 217.00 64.52
Intel Corporation (INTC) 0.0 $13k 346.00 37.57
Netflix (NFLX) 0.0 $13k 73.00 178.08
Essential Properties Realty reit (EPRT) 0.0 $12k 561.00 21.39
Fortune Brands (FBIN) 0.0 $12k 200.00 60.00
Ishares Tr Usa Momentum Fct (MTUM) 0.0 $12k 87.00 137.93
Ishares Tr Rus Md Cap Gr Etf (IWR) 0.0 $12k 187.00 64.17
Generac Holdings (GNRC) 0.0 $11k 50.00 220.00
IDEXX Laboratories (IDXX) 0.0 $9.0k 25.00 360.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $7.0k 68.00 102.94
Hp (HPQ) 0.0 $7.0k 213.00 32.86
Ford Motor Company (F) 0.0 $6.0k 506.00 11.86
Levi Strauss & Co Cl A Com Stk (LEVI) 0.0 $5.0k 300.00 16.67
Disney Walt Com Disney (DIS) 0.0 $5.0k 51.00 98.04
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $4.0k 42.00 95.24
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $4.0k 88.00 45.45
ConAgra Foods (CAG) 0.0 $4.0k 106.00 37.74
Viatris (VTRS) 0.0 $3.0k 248.00 12.10
Ark Etf Tr Innovation Etf (ARKK) 0.0 $3.0k 69.00 43.48
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $3.0k 34.00 88.24
Hewlett Packard Enterprise (HPE) 0.0 $3.0k 200.00 15.00
Starbucks Corporation (SBUX) 0.0 $2.0k 25.00 80.00
Lamb Weston Hldgs (LW) 0.0 $2.0k 31.00 64.52
Draftkings Com Cl A 0.0 $1.0k 106.00 9.43
Uber Technologies (UBER) 0.0 $1.0k 68.00 14.71
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
Wabtec Corporation (WAB) 0.0 $999.999600 12.00 83.33
Viad Corp Com New (PRSU) 0.0 $999.999000 42.00 23.81
Nikola Corp 0.0 $999.990000 205.00 4.88
Boeing Company (BA) 0.0 $0 3.00 0.00
Delta Air Lines Inc Del Com New (DAL) 0.0 $0 10.00 0.00
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $0 20.00 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 10.00 0.00
Fidelity National Financial Fnf Group Com (FNF) 0.0 $0 3.00 0.00
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $0 0 0.00
Kearny Finl Corp Md (KRNY) 0.0 $0 30.00 0.00
Snap Cl A (SNAP) 0.0 $0 23.00 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
Growgeneration Corp (GRWG) 0.0 $0 100.00 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