Clear Investment Research

Clear Investment Research as of June 30, 2024

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 212 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.7 $8.9M 16k 547.23
Graphic Packaging Holding Company (GPK) 7.3 $5.6M 213k 26.21
Ishares Tr Core S&p Mcp Etf (IJH) 6.8 $5.2M 89k 58.52
Vanguard Index Fds Real Estate Etf (VNQ) 5.3 $4.1M 49k 83.76
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 5.0 $3.8M 135k 28.30
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.2 $3.2M 72k 44.93
Apple (AAPL) 4.1 $3.1M 15k 210.62
Ishares Tr Core S&p Scp Etf (IJR) 3.7 $2.8M 27k 106.66
Ishares Tr Cores Msci Eafe (IEFA) 3.6 $2.8M 38k 72.64
Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.6 $2.7M 43k 64.25
Eli Lilly & Co. (LLY) 3.1 $2.3M 2.6k 905.51
Ishares Core Msci Emkt (IEMG) 2.6 $2.0M 37k 53.53
Scwab Strategic Tr Sht Tm Us Tres (SCHO) 2.5 $2.0M 41k 48.13
Microsoft Corporation (MSFT) 2.3 $1.8M 4.0k 447.04
Ishares Tr S&p 500 Val Etf (IVE) 1.8 $1.4M 7.5k 182.01
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $1.2M 13k 92.54
Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $1.1M 14k 77.83
NVIDIA Corporation (NVDA) 1.4 $1.0M 8.4k 123.55
Scwab Strategic Tr Us Tips Etf (SCHP) 1.3 $993k 19k 52.01
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.1 $825k 16k 51.30
Fidelity Covington Trust Blue Chip Grwth (FBCG) 1.0 $794k 19k 42.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $781k 16k 49.42
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $737k 7.4k 99.50
Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $722k 7.2k 100.84
Bank of America Corporation (BAC) 0.9 $700k 18k 39.77
Ishares Tr Tips Bd Etf (TIP) 0.8 $640k 6.0k 106.80
Amazon (AMZN) 0.8 $624k 3.2k 193.25
Scwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $584k 12k 47.45
Scwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $578k 15k 38.42
Dollar Tree (DLTR) 0.7 $555k 5.2k 106.77
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $549k 7.1k 77.14
Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.7 $513k 6.9k 74.08
Alphabet Cap Stk Cl A (GOOGL) 0.5 $410k 2.3k 182.23
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $402k 1.5k 262.59
Bershire Hathaway Inc Del Cl B New (BRK.B) 0.5 $366k 900.00 406.80
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $355k 3.7k 97.07
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $351k 2.3k 152.30
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $308k 4.8k 63.54
Ishares Tr Core Div Grwth (DGRO) 0.4 $303k 5.3k 57.61
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $297k 1.7k 170.79
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $294k 9.9k 29.67
Johnson & Johnson (JNJ) 0.4 $273k 1.9k 146.21
Ryder System (R) 0.3 $265k 2.1k 123.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $265k 552.00 479.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $252k 463.00 544.22
Ishares Min Vol Emrg Mkt (EEMV) 0.3 $227k 4.0k 57.22
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $223k 2.4k 94.67
Lowe's Companies (LOW) 0.3 $221k 1.0k 220.46
Ishares Tr U S Equity Factr (LRGF) 0.3 $213k 3.8k 55.69
Ishares Tr Core Msci Total (IXUS) 0.3 $207k 3.1k 67.58
Procter & Gamble Company (PG) 0.3 $197k 1.2k 165.00
Ishares Tr U.s Real Es Etf (IYR) 0.3 $197k 2.2k 87.75
Ishares Gold Tr Ishares New (IAU) 0.3 $196k 4.5k 43.93
Scwab Strategic Tr Us Reit Etf (SCHH) 0.2 $175k 8.8k 19.97
Barclays Bk Djubs Cmdt Etn36 (DJP) 0.2 $165k 5.2k 32.06
Wells Fargo & Company (WFC) 0.2 $162k 2.7k 59.39
Wal-Mart Stores (WMT) 0.2 $162k 2.4k 67.72
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $162k 2.6k 61.65
Exxon Mobil Corporation (XOM) 0.2 $162k 1.4k 115.20
Southern Company (SO) 0.2 $156k 2.0k 77.58
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $150k 3.7k 40.23
CVS Caremark Corporation (CVS) 0.2 $144k 2.4k 59.06
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $142k 2.0k 70.27
Scwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $134k 1.7k 77.76
Applied Materials (AMAT) 0.2 $131k 555.00 235.99
United Sts Oil Units (USO) 0.2 $127k 1.6k 79.59
Lockheed Martin Corporation (LMT) 0.2 $122k 261.00 468.75
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.2 $119k 1.3k 88.49
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $116k 2.2k 51.89
Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.1 $113k 4.3k 26.56
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $106k 2.2k 47.39
Ishares Us Etf Tr Blackrock Sh Dur (NEAR) 0.1 $106k 2.1k 50.35
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.1 $102k 1.6k 64.95
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $101k 411.00 246.63
Truist Financial Corp equities (TFC) 0.1 $96k 2.5k 38.85
Ishares Tr Ishares (SLV) 0.1 $96k 3.6k 26.57
John Hancock Exchage Traded Multifactor Mi (JHMM) 0.1 $95k 1.7k 55.05
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $94k 257.00 364.51
Broadcom (AVGO) 0.1 $92k 57.00 1612.54
Ishares Tr Russell 2000 Etf (IWM) 0.1 $90k 444.00 202.93
Vanguard Bd Index Short Trm Bond (BSV) 0.1 $85k 1.1k 76.70
Home Depot (HD) 0.1 $82k 236.00 345.67
Tesla Motors (TSLA) 0.1 $80k 404.00 197.88
Cadence Design Systems (CDNS) 0.1 $77k 250.00 307.75
Best Buy (BBY) 0.1 $76k 900.00 84.29
Synopsys (SNPS) 0.1 $74k 125.00 595.06
Advanced Micro Devices (AMD) 0.1 $70k 433.00 162.21
Pfizer (PFE) 0.1 $67k 2.4k 27.98
Fidelity National Information Services (FIS) 0.1 $66k 877.00 75.43
Invesco Exchange Traded Fd T Treas Colaterl (TBLL) 0.1 $65k 617.00 105.54
Ishares Tr Core High Dv Etf (HDV) 0.1 $64k 586.00 108.71
Meta Platforms Cl A (META) 0.1 $61k 120.00 506.98
Netflix (NFLX) 0.1 $60k 89.00 676.71
Coca-Cola Company (KO) 0.1 $58k 915.00 63.65
Capital Group Core Equity Etf Shs Creation Uni (CGUS) 0.1 $57k 1.8k 32.25
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $56k 1.2k 47.06
Pepsi (PEP) 0.1 $51k 311.00 165.01
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $49k 1.5k 32.89
Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $48k 1.3k 35.58
Ge Aerospace Com New (GE) 0.1 $48k 300.00 158.97
Medtronic SHS (MDT) 0.1 $47k 600.00 78.71
Alphabet Cap Stk Cl C (GOOG) 0.1 $45k 245.00 183.42
Merck & Co (MRK) 0.1 $45k 359.00 123.84
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $44k 460.00 94.62
Abbvie (ABBV) 0.1 $44k 253.00 171.95
Chevron Corporation (CVX) 0.1 $43k 275.00 156.45
Oracle Corporation (ORCL) 0.1 $42k 294.00 141.20
Adobe Systems Incorporated (ADBE) 0.1 $41k 74.00 555.54
Visa Com Cl A (V) 0.1 $40k 152.00 262.92
Eaton Corp SHS (ETN) 0.1 $39k 122.00 315.36
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $38k 1.5k 25.72
UnitedHealth (UNH) 0.0 $37k 73.00 512.30
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $36k 433.00 84.13
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $36k 220.00 164.50
Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $36k 933.00 38.61
Mondelez Intl Cl A (MDLZ) 0.0 $35k 535.00 65.49
Air Products & Chemicals (APD) 0.0 $34k 134.00 254.14
At&t (T) 0.0 $32k 1.6k 19.11
MPLX Com Unit Rep Ltd (MPLX) 0.0 $30k 700.00 42.59
Marsh & McLennan Companies (MMC) 0.0 $30k 139.00 212.22
salesforce (CRM) 0.0 $28k 110.00 257.10
Prologis (PLD) 0.0 $28k 249.00 112.62
McDonald's Corporation (MCD) 0.0 $27k 107.00 255.62
Texas Instruments Incorporated (TXN) 0.0 $27k 139.00 194.56
JPMorgan Chase & Co. (JPM) 0.0 $26k 130.00 203.14
Starbucks Corporation (SBUX) 0.0 $26k 333.00 77.99
Sempra Energy (SRE) 0.0 $25k 328.00 76.27
Paychex (PAYX) 0.0 $23k 197.00 118.58
Dollar General (DG) 0.0 $23k 176.00 132.23
Travelers Companies (TRV) 0.0 $23k 111.00 203.42
Astrazeneca SPONSORED Adr (AZN) 0.0 $22k 280.00 77.99
Bristol Myers Squibb (BMY) 0.0 $21k 500.00 41.53
Ishares Tr Msci Intl Moment (IMTM) 0.0 $21k 536.00 38.72
Automatic Data Processing (ADP) 0.0 $20k 82.00 240.04
Phillips 66 (PSX) 0.0 $20k 139.00 141.30
Vaneck Etf Trust Morningstar Smid (SMOT) 0.0 $18k 563.00 32.00
Us Bankcorp Del Com New (USB) 0.0 $18k 452.00 39.73
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $17k 87.00 194.87
PNC Financial Services (PNC) 0.0 $17k 107.00 155.73
Qualcomm (QCOM) 0.0 $16k 81.00 200.89
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $16k 219.00 74.14
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $15k 217.00 69.35
Invesco SHS (IVZ) 0.0 $15k 1.0k 14.96
Realty Income (O) 0.0 $13k 253.00 52.83
Charles Schwab Corporation (SCHW) 0.0 $13k 180.00 73.69
Honeywell International (HON) 0.0 $13k 61.00 216.84
Fortune Brands (FBIN) 0.0 $13k 200.00 64.94
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $12k 765.00 16.22
Fidelity Convington Trust Enhanced Mid (FMDE) 0.0 $12k 410.00 29.52
Raytheon Technologies Corp (RTX) 0.0 $12k 117.00 100.74
Paycom Software (PAYC) 0.0 $9.8k 68.00 144.34
Walgreen Boots Alliance (WBA) 0.0 $9.7k 800.00 12.10
Ecolab (ECL) 0.0 $9.1k 38.00 238.66
Abbott Laboratories (ABT) 0.0 $8.4k 80.00 104.97
Hp (HPQ) 0.0 $8.0k 229.00 35.10
BlackRock (BLK) 0.0 $8.0k 10.00 796.90
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.0 $7.9k 324.00 24.41
Ford Motor Company (F) 0.0 $7.5k 599.00 12.54
Rbc Cad (RY) 0.0 $7.1k 67.00 106.37
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $5.7k 136.00 41.80
Marvell Technology (MRVL) 0.0 $5.2k 74.00 70.12
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $4.9k 93.00 53.14
American Tower Reit (AMT) 0.0 $4.8k 24.00 198.42
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $4.6k 39.00 118.59
Hewlett Packard Enterprise (HPE) 0.0 $4.5k 213.00 21.23
Rubrik Cl A (RBRK) 0.0 $4.1k 134.00 30.66
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $4.0k 35.00 115.14
TransDigm Group Incorporated (TDG) 0.0 $3.8k 3.00 1277.67
Draftkings Com Cl A (DKNG) 0.0 $3.8k 100.00 38.17
Nextera Energy (NEE) 0.0 $3.6k 51.00 71.20
Parker-Hannifin Corporation (PH) 0.0 $3.5k 7.00 505.86
ConAgra Foods (CAG) 0.0 $3.3k 116.00 28.44
Warner Bros Discovery Com Ser A (WBD) 0.0 $3.0k 398.00 7.44
Lamb Weston Hldgs (LW) 0.0 $2.7k 32.00 85.81
Illinois Tool Works (ITW) 0.0 $2.7k 11.00 242.18
Viatris (VTRS) 0.0 $2.6k 248.00 10.63
Waste Management (WM) 0.0 $2.6k 12.00 213.33
Metropcs Communications (TMUS) 0.0 $2.3k 13.00 178.31
Cnh Indl N V SHS (CNH) 0.0 $2.2k 167.00 12.96
Wabtec Corporation (WAB) 0.0 $1.9k 12.00 158.08
International Business Machines (IBM) 0.0 $1.7k 10.00 173.00
Palo Alto Networks (PANW) 0.0 $1.7k 5.00 339.00
L3harris Technologies (LHX) 0.0 $1.6k 7.00 231.29
Viad Corp Com New (VVI) 0.0 $1.5k 42.00 34.60
Old Dominion Freight Line In 0.0 $1.4k 8.00 177.62
Airbnb Com Cl A (ABNB) 0.0 $1.2k 8.00 151.62
Lam Research Corporation (LRCX) 0.0 $1.1k 1.00 1077.00
Uber Technologies (UBER) 0.0 $1.0k 14.00 72.71
Kenvue (KVUE) 0.0 $906.999800 49.00 18.51
Comcast Corp Cl A (CMCSA) 0.0 $900.999700 23.00 39.17
Albemarle Corporation (ALB) 0.0 $864.000000 9.00 96.00
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $599.001600 32.00 18.72
Toronto Dominion Bk Ont Com New (TD) 0.0 $550.000000 10.00 55.00
Ishares Tr Sp Smcp600gr Etf (IJT) 0.0 $517.000000 4.00 129.25
Delta Air Lines Inc Del Com New (DAL) 0.0 $479.000000 10.00 47.90
Vanguard Scottsdale Fds Shrt Tmr Corp Bd (VCSH) 0.0 $463.999800 6.00 77.33
Coinbase Global Com Cl A (COIN) 0.0 $444.000000 2.00 222.00
Celcius Hldgs Com New (CELH) 0.0 $343.000200 6.00 57.17
Ishares Msci Frntr100etf (FM) 0.0 $297.000000 10.00 29.70
Dxc Technology (DXC) 0.0 $279.000400 14.00 19.93
ON Semiconductor (ON) 0.0 $206.000100 3.00 68.67
Fidelity National Financial Fnf Group Com (FNF) 0.0 $189.999900 3.00 63.33
Kearny Finl Corp Md (KRNY) 0.0 $185.001000 30.00 6.17
Snap Cl A (SNAP) 0.0 $166.000000 10.00 16.60
Disney Walt Com Disney (DIS) 0.0 $100.000000 1.00 100.00
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) 0.0 $80.000000 4.00 20.00
Cannae Holdings (CNNE) 0.0 $18.000000 1.00 18.00
Mullen Automotive Com New (MULN) 0.0 $2.000000 1.00 2.00
Ishares Tr Global Energ Etf (IXC) 0.0 $0 0 0.00
Essential Properties Realty reit (EPRT) 0.0 $0 0 0.00
Corteva (CTVA) 0.0 $0 0 0.00
Dupont De Nemours (DD) 0.0 $0 0 0.00