Clear Investment Research

Clear Investment Research as of March 31, 2025

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 230 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.8 $8.8M 16k 561.93
Vanguard World Extended Dur (EDV) 9.2 $6.9M 97k 71.11
Graphic Packaging Holding Company (GPK) 7.7 $5.8M 223k 25.96
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.0 $3.8M 83k 45.65
Apple (AAPL) 4.4 $3.3M 15k 222.13
Ishares Tr Cores Msci Eafe (IEFA) 3.6 $2.7M 36k 75.65
Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.5 $2.6M 120k 22.08
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $2.6M 45k 58.35
Eli Lilly & Co. (LLY) 2.9 $2.2M 2.7k 825.91
Scwab Strategic Tr Sht Tm Us Tres (SCHO) 2.5 $1.9M 77k 24.34
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 2.1 $1.6M 55k 28.86
Microsoft Corporation (MSFT) 2.1 $1.6M 4.2k 375.39
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $1.5M 14k 104.58
Ishares Tr S&p 500 Val Etf (IVE) 1.9 $1.4M 7.6k 190.60
Ishares Tr S&p 500 Grwt Etf (IVW) 1.6 $1.2M 13k 92.83
Scwab Strategic Tr Us Tips Etf (SCHP) 1.5 $1.1M 41k 26.89
Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $1.1M 41k 26.20
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.3 $973k 11k 91.04
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.2 $929k 18k 51.18
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $922k 18k 50.83
Fidelity Covington Trust Blue Chip Grwth (FBCG) 1.2 $870k 22k 39.97
NVIDIA Corporation (NVDA) 1.0 $782k 7.2k 108.38
Ishares Core Msci Emkt (IEMG) 1.0 $740k 14k 53.97
Bank of America Corporation (BAC) 1.0 $728k 17k 41.73
Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $712k 28k 25.04
Ishares Tr Tips Bd Etf (TIP) 0.9 $679k 6.1k 111.10
Amazon (AMZN) 0.8 $620k 3.3k 190.26
Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.7 $552k 21k 26.58
Scwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $545k 23k 23.43
Scwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $536k 27k 19.78
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $533k 5.2k 103.49
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $512k 6.5k 78.90
Bershire Hathaway Inc Del Cl B New (BRK.B) 0.7 $487k 915.00 532.58
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $475k 5.2k 90.55
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $405k 1.6k 255.61
Dollar Tree (DLTR) 0.5 $390k 5.2k 75.07
Alphabet Cap Stk Cl A (GOOGL) 0.5 $370k 2.4k 154.65
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $363k 3.7k 98.92
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $360k 2.4k 151.01
Ishares Tr Core Div Grwth (DGRO) 0.4 $334k 5.4k 61.78
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $322k 4.8k 66.35
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $321k 10k 31.23
Johnson & Johnson (JNJ) 0.4 $311k 1.9k 165.89
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $308k 1.8k 170.93
Ryder System (R) 0.4 $307k 2.1k 143.81
Coca-Cola Company (KO) 0.4 $288k 4.0k 71.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $281k 600.00 468.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $276k 493.00 559.39
Ishares Min Vol Emrg Mkt (EEMV) 0.3 $234k 4.0k 58.34
Lowe's Companies (LOW) 0.3 $233k 1.0k 233.23
Wal-Mart Stores (WMT) 0.3 $225k 2.6k 87.82
Ishares Tr U.s Real Es Etf (IYR) 0.3 $218k 2.3k 95.75
Ishares Tr Core Msci Total (IXUS) 0.3 $215k 3.1k 69.83
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $208k 2.2k 95.98
Ishares Gold Tr Ishares New (IAU) 0.3 $204k 3.5k 58.96
Procter & Gamble Company (PG) 0.3 $202k 1.2k 170.45
Wells Fargo & Company (WFC) 0.3 $196k 2.7k 71.79
Barclays Bk Djubs Cmdt Etn36 (DJP) 0.2 $185k 5.3k 35.31
Exxon Mobil Corporation (XOM) 0.2 $181k 1.5k 118.98
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $179k 4.0k 44.26
Southern Company (SO) 0.2 $176k 1.9k 91.96
Scwab Strategic Tr Us Reit Etf (SCHH) 0.2 $175k 8.1k 21.51
CVS Caremark Corporation (CVS) 0.2 $165k 2.4k 67.77
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $149k 2.0k 74.21
Ishares Tr U S Equity Factr (LRGF) 0.2 $149k 2.6k 57.88
Scwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $142k 5.1k 27.96
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $139k 2.2k 63.55
Lockheed Martin Corporation (LMT) 0.2 $137k 306.00 446.73
United Sts Oil Units (USO) 0.2 $135k 1.7k 77.33
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.2 $128k 1.4k 90.61
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $121k 2.4k 51.08
Palantir Technologies Cl A (PLTR) 0.2 $119k 1.4k 84.40
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.2 $117k 1.6k 74.72
Broadcom (AVGO) 0.2 $114k 683.00 167.45
Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.1 $107k 3.9k 27.57
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $107k 1.3k 80.40
Ishares Tr Ishares (SLV) 0.1 $100k 3.2k 30.99
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $98k 1.9k 51.51
Truist Financial Corp equities (TFC) 0.1 $97k 2.4k 41.15
Tesla Motors (TSLA) 0.1 $96k 371.00 259.16
John Hancock Exchage Traded Multifactor Mi (JHMM) 0.1 $95k 1.7k 57.33
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $93k 1.9k 48.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $93k 257.00 361.09
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $90k 476.00 188.28
Netflix (NFLX) 0.1 $89k 95.00 934.89
Home Depot (HD) 0.1 $88k 239.00 367.81
Vanguard Bd Index Short Trm Bond (BSV) 0.1 $87k 1.1k 78.28
Applied Materials (AMAT) 0.1 $81k 555.00 145.12
Meta Platforms Cl A (META) 0.1 $74k 127.00 580.23
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $68k 1.9k 36.43
Ishares Tr Russell 2000 Etf (IWM) 0.1 $68k 340.00 199.59
Invesco Exchange Traded Fd T Treas Colaterl (TBLL) 0.1 $68k 639.00 105.63
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $67k 1.2k 57.31
Best Buy (BBY) 0.1 $66k 900.00 73.61
Fidelity National Information Services (FIS) 0.1 $66k 878.00 74.70
Ishares Tr Core High Dv Etf (HDV) 0.1 $64k 531.00 121.30
Cadence Design Systems (CDNS) 0.1 $64k 250.00 254.33
Pfizer (PFE) 0.1 $61k 2.4k 25.34
Capital Group Core Equity Etf Shs Creation Uni (CGUS) 0.1 $60k 1.8k 33.41
Ge Aerospace Com New (GE) 0.1 $60k 300.00 200.15
Advanced Micro Devices (AMD) 0.1 $56k 546.00 102.74
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $56k 1.2k 47.10
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $56k 33.00 1692.03
Medtronic SHS (MDT) 0.1 $54k 600.00 89.86
Synopsys (SNPS) 0.1 $54k 125.00 428.85
Abbvie (ABBV) 0.1 $53k 253.00 210.05
Costco Wholesale Corporation (COST) 0.1 $52k 55.00 948.85
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $52k 1.5k 34.25
Visa Com Cl A (V) 0.1 $51k 144.00 351.53
Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $48k 1.3k 35.88
Pepsi (PEP) 0.1 $47k 312.00 150.01
At&t (T) 0.1 $47k 1.6k 28.28
Chevron Corporation (CVX) 0.1 $46k 274.00 167.39
UnitedHealth (UNH) 0.1 $43k 82.00 524.50
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $41k 439.00 93.75
Oracle Corporation (ORCL) 0.1 $41k 294.00 139.81
Air Products & Chemicals (APD) 0.1 $39k 132.00 295.22
Alphabet Cap Stk Cl C (GOOG) 0.1 $38k 245.00 156.23
MPLX Com Unit Rep Ltd (MPLX) 0.1 $38k 700.00 53.52
Mondelez Intl Cl A (MDLZ) 0.0 $37k 547.00 67.85
Crowdstrike Hldgs Cl A (CRWD) 0.0 $37k 105.00 352.58
Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $37k 933.00 39.42
salesforce (CRM) 0.0 $35k 128.00 269.24
Marsh & McLennan Companies (MMC) 0.0 $34k 139.00 245.76
McDonald's Corporation (MCD) 0.0 $34k 107.00 313.32
Eaton Corp SHS (ETN) 0.0 $33k 122.00 273.40
JPMorgan Chase & Co. (JPM) 0.0 $33k 135.00 246.27
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $33k 1.4k 24.48
Merck & Co (MRK) 0.0 $32k 359.00 89.79
Starbucks Corporation (SBUX) 0.0 $31k 316.00 98.39
Bristol Myers Squibb (BMY) 0.0 $31k 500.00 60.99
Paychex (PAYX) 0.0 $30k 197.00 154.30
Travelers Companies (TRV) 0.0 $29k 111.00 264.57
Prologis (PLD) 0.0 $29k 255.00 111.93
Adobe Systems Incorporated (ADBE) 0.0 $25k 66.00 383.53
Automatic Data Processing (ADP) 0.0 $25k 82.00 307.26
Texas Instruments Incorporated (TXN) 0.0 $25k 139.00 179.73
Sempra Energy (SRE) 0.0 $24k 328.00 71.56
Ishares Tr Msci Intl Moment (IMTM) 0.0 $23k 563.00 39.94
Astrazeneca SPONSORED Adr (AZN) 0.0 $21k 280.00 73.50
Us Bankcorp Del Com New (USB) 0.0 $19k 452.00 42.25
Marvell Technology (MRVL) 0.0 $19k 309.00 61.64
Vaneck Etf Trust Morningstar Smid (SMOT) 0.0 $19k 576.00 32.80
PNC Financial Services (PNC) 0.0 $19k 107.00 176.05
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $18k 87.00 202.13
Phillips 66 (PSX) 0.0 $17k 139.00 123.60
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $17k 217.00 77.92
Qualcomm (QCOM) 0.0 $16k 102.00 154.66
Dollar General (DG) 0.0 $16k 176.00 87.93
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $15k 807.00 18.61
Realty Income (O) 0.0 $15k 253.00 58.07
Charles Schwab Corporation (SCHW) 0.0 $14k 180.00 78.28
Raytheon Technologies Corp (RTX) 0.0 $14k 105.00 132.73
Fidelity Convington Trust Enhanced Mid (FMDE) 0.0 $13k 414.00 31.40
Fortune Brands (FBIN) 0.0 $12k 200.00 60.88
Honeywell International (HON) 0.0 $12k 57.00 213.04
Abbott Laboratories (ABT) 0.0 $11k 80.00 134.00
Ecolab (ECL) 0.0 $11k 42.00 255.19
Walgreen Boots Alliance 0.0 $8.9k 800.00 11.17
Blackrock (BLK) 0.0 $8.7k 9.00 964.56
Rubrik Cl A (RBRK) 0.0 $8.2k 134.00 60.98
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.0 $7.8k 325.00 24.07
Rbc Cad (RY) 0.0 $7.6k 67.00 112.72
Hp (HPQ) 0.0 $6.5k 235.00 27.71
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $5.6k 137.00 41.13
Palo Alto Networks (PANW) 0.0 $5.5k 32.00 170.62
American Tower Reit (AMT) 0.0 $5.4k 24.00 225.04
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $5.2k 94.00 55.68
International Paper Company (IP) 0.0 $5.1k 95.00 53.35
Pure Storage Cl A (PSTG) 0.0 $5.0k 112.00 44.27
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $4.9k 38.00 128.95
Ishares Us Etf Tr Blackrock Sh Dur (NEAR) 0.0 $4.4k 87.00 50.87
Warner Bros Discovery Com Ser A (WBD) 0.0 $4.3k 398.00 10.73
Nutanix Cl A (NTNX) 0.0 $4.3k 61.00 69.80
Nextera Energy (NEE) 0.0 $3.8k 53.00 71.38
Hewlett Packard Enterprise (HPE) 0.0 $3.4k 217.00 15.47
Draftkings Com Cl A (DKNG) 0.0 $3.3k 100.00 33.21
Vistra Energy (VST) 0.0 $3.3k 28.00 117.61
ConAgra Foods (CAG) 0.0 $3.2k 120.00 26.78
Lululemon Athletica (LULU) 0.0 $3.1k 11.00 283.09
Metropcs Communications (TMUS) 0.0 $3.0k 11.00 272.82
Hims & Hers Health Com Cl A (HIMS) 0.0 $3.0k 100.00 29.55
Illinois Tool Works (ITW) 0.0 $2.8k 11.00 258.09
Waste Management (WM) 0.0 $2.8k 12.00 231.50
Uber Technologies (UBER) 0.0 $2.7k 37.00 72.86
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $2.5k 21.00 119.43
Wabtec Corporation (WAB) 0.0 $2.2k 12.00 181.33
Alnylam Pharmaceuticals (ALNY) 0.0 $2.2k 8.00 270.00
Viatris (VTRS) 0.0 $2.2k 248.00 8.71
Cnh Indl N V SHS (CNH) 0.0 $2.1k 167.00 12.28
Novo-nordisk A S Adr (NVO) 0.0 $2.0k 29.00 69.45
Moderna (MRNA) 0.0 $1.9k 68.00 28.35
Cloudflare Cl A Com (NET) 0.0 $1.9k 17.00 112.71
Ionis Pharmaceuticals (IONS) 0.0 $1.8k 51.00 34.96
Lamb Weston Hldgs (LW) 0.0 $1.8k 33.00 53.70
Servicenow (NOW) 0.0 $1.6k 2.00 796.00
L3harris Technologies (LHX) 0.0 $1.5k 7.00 218.86
Viad Corp Com New (PRSU) 0.0 $1.5k 42.00 36.02
TJX Companies (TJX) 0.0 $1.5k 12.00 121.83
Old Dominion Freight Line In 0.0 $1.3k 8.00 167.12
Kenvue (KVUE) 0.0 $1.2k 51.00 24.10
Comcast Corp Cl A (CMCSA) 0.0 $1.0k 28.00 36.89
Lam Research Corp Com New (LRCX) 0.0 $885.999600 12.00 73.83
Microstragey Cl A New (MSTR) 0.0 $864.999900 3.00 288.33
Ishares Tr Sp Smcp600gr Etf (IJT) 0.0 $630.000000 5.00 126.00
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $624.998400 32.00 19.53
Toronto Dominion Bk Ont Com New (TD) 0.0 $599.000000 10.00 59.90
Coeur Mng Com New (CDE) 0.0 $592.000000 100.00 5.92
Wayfair Cl A (W) 0.0 $577.000800 18.00 32.06
Hubspot (HUBS) 0.0 $571.000000 1.00 571.00
Lumen Technologies (LUMN) 0.0 $541.001400 138.00 3.92
Sylvamo Corp Common Stock (SLVM) 0.0 $537.000000 8.00 67.12
Coinbase Global Com Cl A (COIN) 0.0 $516.999900 3.00 172.33
Vanguard Scottsdale Fds Shrt Tmr Corp Bd (VCSH) 0.0 $474.000000 6.00 79.00
Delta Air Lines Inc Del Com New (DAL) 0.0 $444.000000 10.00 44.40
Albemarle Corporation (ALB) 0.0 $441.000000 6.00 73.50
Constellation Energy (CEG) 0.0 $404.000000 2.00 202.00
Airbnb Com Cl A (ABNB) 0.0 $357.999900 3.00 119.33
Fidelity National Financial Fnf Group Com (FNF) 0.0 $257.000100 3.00 85.67
Celcius Hldgs Com New (CELH) 0.0 $248.999800 7.00 35.57
Dxc Technology (DXC) 0.0 $248.999800 14.00 17.79
Kearny Finl Corp Md (KRNY) 0.0 $188.001000 30.00 6.27
Disney Walt Com Disney (DIS) 0.0 $100.000000 1.00 100.00
Snap Cl A (SNAP) 0.0 $87.000000 10.00 8.70
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) 0.0 $81.000000 4.00 20.25
Cannae Holdings (CNNE) 0.0 $19.000000 1.00 19.00
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