Clear Investment Research

Clear Investment Research as of June 30, 2025

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 234 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.1 $9.6M 16k 620.91
Graphic Packaging Holding Company (GPK) 8.2 $6.5M 307k 21.07
Vanguard World Extended Dur (EDV) 7.3 $5.8M 86k 67.30
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.7 $3.7M 81k 45.75
Apple (AAPL) 3.8 $3.0M 15k 205.18
Ishares Tr Cores Msci Eafe (IEFA) 3.7 $2.9M 35k 83.48
Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.7 $2.9M 119k 24.44
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $2.7M 44k 62.02
Microsoft Corporation (MSFT) 2.7 $2.1M 4.2k 497.42
Eli Lilly & Co. (LLY) 2.6 $2.1M 2.7k 779.65
Scwab Strategic Tr Sht Tm Us Tres (SCHO) 2.4 $1.9M 78k 24.38
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 2.1 $1.6M 56k 29.28
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $1.5M 14k 109.29
Ishares Tr S&p 500 Val Etf (IVE) 1.9 $1.5M 7.7k 195.42
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $1.3M 12k 110.11
Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $1.1M 40k 28.05
NVIDIA Corporation (NVDA) 1.4 $1.1M 7.1k 158.00
Scwab Strategic Tr Us Tips Etf (SCHP) 1.4 $1.1M 41k 26.68
Fidelity Covington Trust Blue Chip Grwth (FBCG) 1.4 $1.1M 22k 48.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $1.0M 18k 57.01
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.3 $1.0M 18k 54.38
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $977k 11k 88.25
Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $818k 28k 29.21
Bank of America Corporation (BAC) 1.0 $815k 17k 47.32
Ishares Core Msci Emkt (IEMG) 1.0 $797k 13k 60.03
Amazon (AMZN) 1.0 $758k 3.5k 219.39
Ishares Tr Tips Bd Etf (TIP) 0.9 $694k 6.3k 110.04
Scwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $591k 27k 22.10
Scwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $577k 23k 25.30
Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.7 $565k 20k 27.67
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $537k 5.2k 102.93
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $524k 6.5k 80.66
Dollar Tree (DLTR) 0.6 $515k 5.2k 99.04
Alphabet Cap Stk Cl A (GOOGL) 0.6 $483k 2.7k 176.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $475k 53.00 8956.49
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.6 $454k 8.8k 51.37
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $452k 1.6k 285.95
Bershire Hathaway Inc Del Cl B New (BRK.B) 0.6 $445k 915.00 485.77
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $380k 2.4k 157.81
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $365k 3.7k 99.20
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $354k 10k 34.57
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $342k 4.8k 71.26
Ishares Tr Core Div Grwth (DGRO) 0.4 $341k 5.3k 63.94
Ryder System (R) 0.4 $333k 2.1k 159.00
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $333k 1.8k 182.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $331k 600.00 551.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $305k 493.00 617.85
Coca-Cola Company (KO) 0.4 $287k 4.0k 70.76
Johnson & Johnson (JNJ) 0.4 $286k 1.9k 152.75
Palantir Technologies Cl A (PLTR) 0.4 $282k 2.1k 136.32
Ishares Min Vol Emrg Mkt (EEMV) 0.3 $252k 4.0k 62.81
Wal-Mart Stores (WMT) 0.3 $250k 2.6k 97.79
Ishares Tr Core Msci Total (IXUS) 0.3 $236k 3.1k 77.32
Lowe's Companies (LOW) 0.3 $222k 1.0k 221.87
Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $220k 2.7k 83.02
Ishares Tr U.s Real Es Etf (IYR) 0.3 $219k 2.3k 94.78
Wells Fargo & Company (WFC) 0.3 $216k 2.7k 80.12
Ishares Gold Tr Ishares New (IAU) 0.3 $202k 3.2k 62.36
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $202k 2.1k 95.83
Broadcom (AVGO) 0.2 $188k 683.00 275.81
Procter & Gamble Company (PG) 0.2 $187k 1.2k 159.37
Barclays Bk Djubs Cmdt Etn36 (DJP) 0.2 $179k 5.3k 33.98
Southern Company (SO) 0.2 $176k 1.9k 91.87
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $171k 4.0k 42.44
Scwab Strategic Tr Us Reit Etf (SCHH) 0.2 $169k 8.0k 21.17
CVS Caremark Corporation (CVS) 0.2 $168k 2.4k 68.98
Ishares Tr U S Equity Factr (LRGF) 0.2 $165k 2.6k 64.13
Exxon Mobil Corporation (XOM) 0.2 $164k 1.5k 107.87
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $157k 2.2k 72.71
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $153k 2.0k 76.01
Tesla Motors (TSLA) 0.2 $144k 453.00 317.66
Lockheed Martin Corporation (LMT) 0.2 $142k 306.00 463.87
Meta Platforms Cl A (META) 0.2 $135k 182.00 741.81
Scwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $135k 5.1k 26.50
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.2 $132k 1.4k 92.65
United Sts Oil Units (USO) 0.2 $128k 1.7k 73.11
Netflix (NFLX) 0.2 $128k 95.00 1342.53
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $127k 1.3k 95.35
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $124k 2.4k 52.36
Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.1 $117k 3.9k 30.14
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.1 $114k 1.6k 72.82
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $114k 476.00 238.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $109k 257.00 424.58
John Hancock Exchage Traded Multifactor Mi (JHMM) 0.1 $102k 1.7k 61.13
Applied Materials (AMAT) 0.1 $102k 555.00 183.07
Truist Financial Corp equities (TFC) 0.1 $102k 2.4k 42.99
Ishares Tr Ishares (SLV) 0.1 $100k 3.1k 32.81
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $94k 1.9k 48.66
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $89k 1.7k 53.96
Home Depot (HD) 0.1 $88k 240.00 368.07
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $87k 2.2k 40.51
Vanguard Bd Index Short Trm Bond (BSV) 0.1 $87k 1.1k 78.70
Advanced Micro Devices (AMD) 0.1 $78k 546.00 141.90
Ge Aerospace Com New (GE) 0.1 $77k 300.00 257.39
Cadence Design Systems (CDNS) 0.1 $77k 250.00 308.15
Costco Wholesale Corporation (COST) 0.1 $76k 76.00 993.57
Fidelity National Information Services (FIS) 0.1 $70k 862.00 81.44
Invesco Exchange Traded Fd T Treas Colaterl (TBLL) 0.1 $68k 646.00 105.54
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $67k 1.2k 56.47
Capital Group Core Equity Etf Shs Creation Uni (CGUS) 0.1 $67k 1.8k 36.94
Oracle Corporation (ORCL) 0.1 $64k 294.00 218.63
Synopsys (SNPS) 0.1 $64k 125.00 512.68
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $61k 1.5k 40.65
Best Buy (BBY) 0.1 $60k 900.00 67.13
Ishares Tr Core High Dv Etf (HDV) 0.1 $58k 497.00 117.40
Pfizer (PFE) 0.1 $58k 2.4k 24.24
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $58k 1.9k 30.47
Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $57k 1.3k 42.59
Crowdstrike Hldgs Cl A (CRWD) 0.1 $54k 105.00 509.31
Medtronic SHS (MDT) 0.1 $52k 600.00 87.17
Visa Com Cl A (V) 0.1 $51k 144.00 356.65
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $50k 1.0k 49.07
At&t (T) 0.1 $48k 1.6k 28.94
Abbvie (ABBV) 0.1 $47k 253.00 186.09
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $45k 476.00 93.88
Eaton Corp SHS (ETN) 0.1 $44k 122.00 359.05
Alphabet Cap Stk Cl C (GOOG) 0.1 $44k 245.00 177.39
Pepsi (PEP) 0.1 $41k 313.00 132.10
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $40k 933.00 43.10
JPMorgan Chase & Co. (JPM) 0.0 $40k 136.00 290.58
Chevron Corporation (CVX) 0.0 $40k 275.00 143.65
Marvell Technology (MRVL) 0.0 $38k 490.00 77.49
Air Products & Chemicals (APD) 0.0 $37k 132.00 282.48
Mondelez Intl Cl A (MDLZ) 0.0 $37k 550.00 67.54
MPLX Com Unit Rep Ltd (MPLX) 0.0 $36k 700.00 51.51
salesforce (CRM) 0.0 $35k 129.00 273.93
McDonald's Corporation (MCD) 0.0 $31k 107.00 293.06
Marsh & McLennan Companies (MMC) 0.0 $31k 139.00 220.19
Travelers Companies (TRV) 0.0 $30k 111.00 267.66
Starbucks Corporation (SBUX) 0.0 $29k 317.00 91.70
Texas Instruments Incorporated (TXN) 0.0 $29k 139.00 207.65
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $29k 1.1k 27.13
Merck & Co (MRK) 0.0 $28k 359.00 79.18
Ishares Tr Russell 2000 Etf (IWM) 0.0 $28k 129.00 217.16
UnitedHealth (UNH) 0.0 $27k 87.00 314.14
Ishares Tr Msci Intl Moment (IMTM) 0.0 $27k 598.00 45.70
Prologis (PLD) 0.0 $27k 255.00 105.51
Adobe Systems Incorporated (ADBE) 0.0 $26k 66.00 386.88
Automatic Data Processing (ADP) 0.0 $25k 82.00 310.15
Sempra Energy (SRE) 0.0 $25k 328.00 75.98
Bristol Myers Squibb (BMY) 0.0 $23k 500.00 46.29
Vaneck Etf Trust Morningstar Smid (SMOT) 0.0 $23k 652.00 34.81
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $21k 87.00 240.32
Us Bankcorp Del Com New (USB) 0.0 $21k 452.00 45.29
Dollar General (DG) 0.0 $20k 176.00 114.38
PNC Financial Services (PNC) 0.0 $20k 107.00 186.71
Astrazeneca SPONSORED Adr (AZN) 0.0 $20k 280.00 69.88
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $18k 217.00 84.06
Phillips 66 (PSX) 0.0 $17k 139.00 119.41
Charles Schwab Corporation (SCHW) 0.0 $16k 180.00 91.24
Qualcomm (QCOM) 0.0 $16k 102.00 160.53
Coreweave Com Cl A (CRWV) 0.0 $16k 100.00 163.06
Raytheon Technologies Corp (RTX) 0.0 $15k 105.00 146.63
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $15k 822.00 18.14
Realty Income (O) 0.0 $15k 253.00 57.68
Fidelity Convington Trust Enhanced Mid (FMDE) 0.0 $14k 416.00 34.43
Honeywell International (HON) 0.0 $13k 57.00 234.82
Rubrik Cl A (RBRK) 0.0 $12k 134.00 89.59
Ecolab (ECL) 0.0 $11k 42.00 271.74
Abbott Laboratories (ABT) 0.0 $11k 80.00 137.40
Fortune Brands (FBIN) 0.0 $10k 200.00 51.48
Blackrock (BLK) 0.0 $9.6k 9.00 1071.33
Walgreen Boots Alliance 0.0 $9.2k 800.00 11.48
Rbc Cad (RY) 0.0 $8.8k 67.00 131.55
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $7.9k 200.00 39.56
Pure Storage Cl A (PSTG) 0.0 $6.7k 117.00 57.58
Palo Alto Networks (PANW) 0.0 $6.5k 32.00 204.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $6.1k 33.00 186.30
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $5.8k 95.00 61.41
Hp (HPQ) 0.0 $5.8k 237.00 24.53
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $5.7k 137.00 41.59
American Tower Reit (AMT) 0.0 $5.5k 24.00 229.54
Vistra Energy (VST) 0.0 $5.4k 28.00 194.29
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $5.1k 38.00 133.32
Hims & Hers Health Com Cl A (HIMS) 0.0 $5.0k 100.00 49.85
Warner Bros Discovery Com Ser A (WBD) 0.0 $4.6k 398.00 11.46
Ishares Us Etf Tr Blackrock Sh Dur (NEAR) 0.0 $4.5k 88.00 51.10
Hewlett Packard Enterprise (HPE) 0.0 $4.5k 219.00 20.49
International Paper Company (IP) 0.0 $4.4k 95.00 46.83
Draftkings Com Cl A (DKNG) 0.0 $4.3k 100.00 42.89
Nutanix Cl A (NTNX) 0.0 $4.3k 56.00 76.45
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.0 $4.0k 166.00 24.23
Nextera Energy (NEE) 0.0 $3.7k 53.00 70.43
Uber Technologies (UBER) 0.0 $3.3k 35.00 93.31
Waste Management (WM) 0.0 $3.0k 13.00 228.85
Lululemon Athletica (LULU) 0.0 $2.9k 12.00 237.58
Illinois Tool Works (ITW) 0.0 $2.8k 11.00 259.00
Ionis Pharmaceuticals (IONS) 0.0 $2.8k 71.00 39.51
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $2.8k 21.00 132.95
Metropcs Communications (TMUS) 0.0 $2.7k 11.00 244.45
Moderna (MRNA) 0.0 $2.7k 97.00 27.59
Alnylam Pharmaceuticals (ALNY) 0.0 $2.6k 8.00 326.12
Cloudflare Cl A Com (NET) 0.0 $2.5k 13.00 195.85
Wabtec Corporation (WAB) 0.0 $2.5k 12.00 209.33
ConAgra Foods (CAG) 0.0 $2.5k 122.00 20.53
Viatris (VTRS) 0.0 $2.2k 248.00 8.93
Cnh Indl N V SHS (CNH) 0.0 $2.2k 167.00 12.96
Servicenow (NOW) 0.0 $2.1k 2.00 1028.00
Novo-nordisk A S Adr (NVO) 0.0 $2.0k 29.00 69.03
L3harris Technologies (LHX) 0.0 $1.8k 7.00 263.57
Lamb Weston Hldgs (LW) 0.0 $1.7k 33.00 52.58
Viad Corp Com New (PRSU) 0.0 $1.5k 5.3k 0.28
TJX Companies (TJX) 0.0 $1.5k 12.00 123.50
Old Dominion Freight Line In 0.0 $1.3k 8.00 164.25
Microstragey Cl A New (MSTR) 0.0 $1.2k 3.00 404.33
Lam Research Corp Com New (LRCX) 0.0 $1.2k 12.00 99.25
Wayfair Cl A (W) 0.0 $1.2k 23.00 51.13
Kenvue (KVUE) 0.0 $1.1k 51.00 21.22
Coinbase Global Com Cl A (COIN) 0.0 $1.1k 3.00 350.33
Comcast Corp Cl A (CMCSA) 0.0 $1.0k 29.00 35.69
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $900.000000 32.00 28.12
Coeur Mng Com New (CDE) 0.0 $886.000000 100.00 8.86
Ishares Tr Sp Smcp600gr Etf (IJT) 0.0 $808.000200 6.00 134.67
Toronto Dominion Bk Ont Com New (TD) 0.0 $735.000000 10.00 73.50
Constellation Energy (CEG) 0.0 $647.000000 2.00 323.50
Lumen Technologies (LUMN) 0.0 $603.998400 138.00 4.38
Hubspot (HUBS) 0.0 $557.000000 1.00 557.00
Delta Air Lines Inc Del Com New (DAL) 0.0 $503.000000 10.00 50.30
Vanguard Scottsdale Fds Shrt Tmr Corp Bd (VCSH) 0.0 $477.000000 6.00 79.50
Sylvamo Corp Common Stock (SLVM) 0.0 $401.000000 8.00 50.12
Airbnb Com Cl A (ABNB) 0.0 $396.999900 3.00 132.33
Albemarle Corporation (ALB) 0.0 $385.999800 6.00 64.33
Celcius Hldgs Com New (CELH) 0.0 $325.000200 7.00 46.43
Dxc Technology (DXC) 0.0 $224.000000 14.00 16.00
Fidelity National Financial Fnf Group Com (FNF) 0.0 $222.999900 3.00 74.33
Kearny Finl Corp Md (KRNY) 0.0 $194.001000 30.00 6.47
Disney Walt Com Disney (DIS) 0.0 $126.000000 1.00 126.00
Snap Cl A (SNAP) 0.0 $87.000000 10.00 8.70
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) 0.0 $82.000000 4.00 20.50
Cannae Holdings (CNNE) 0.0 $22.000000 1.00 22.00
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