Clear Investment Research

Clear Investment Research as of Sept. 30, 2025

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 256 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.9 $8.1M 12k 669.32
Vanguard World Extended Dur (EDV) 7.9 $5.9M 86k 68.45
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.5 $4.1M 89k 46.24
Apple (AAPL) 5.0 $3.8M 15k 254.63
Graphic Packaging Holding Company (GPK) 4.9 $3.7M 187k 19.57
Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.0 $3.0M 113k 26.34
Microsoft Corporation (MSFT) 2.9 $2.2M 4.2k 517.95
Eli Lilly & Co. (LLY) 2.8 $2.1M 2.7k 763.23
Ishares Tr Core S&p Mcp Etf (IJH) 2.6 $2.0M 30k 65.26
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 2.4 $1.8M 59k 29.73
Ishares Tr Cores Msci Eafe (IEFA) 2.3 $1.7M 19k 87.31
Fidelity Covington Trust Blue Chip Grwth (FBCG) 1.8 $1.3M 25k 53.66
NVIDIA Corporation (NVDA) 1.6 $1.2M 6.5k 186.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $1.2M 20k 59.92
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $1.2M 10k 118.83
Scwab Strategic Tr Sht Tm Us Tres (SCHO) 1.6 $1.2M 49k 24.40
Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.6 $1.2M 40k 29.64
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.5 $1.2M 20k 57.19
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.3 $969k 11k 89.38
Scwab Strategic Tr Us Tips Etf (SCHP) 1.3 $955k 36k 26.95
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $907k 4.4k 206.54
Bank of America Corporation (BAC) 1.2 $888k 17k 51.59
Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $855k 27k 31.91
Amazon (AMZN) 0.9 $702k 3.2k 219.57
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $689k 5.7k 120.73
Alphabet Cap Stk Cl A (GOOGL) 0.9 $659k 2.7k 243.16
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.9 $649k 12k 52.28
Scwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $636k 23k 27.90
Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.8 $594k 20k 29.11
Scwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $587k 25k 23.28
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $543k 5.3k 103.38
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $529k 6.5k 81.19
Ishares Core Msci Emkt (IEMG) 0.7 $518k 7.9k 65.92
Ishares Tr Rus 2000 Grw Etf (IWO) 0.7 $506k 1.6k 320.15
Dollar Tree (DLTR) 0.7 $491k 5.2k 94.37
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $485k 5.3k 91.43
Bershire Hathaway Inc Del Cl B New (BRK.B) 0.6 $464k 922.00 502.74
Ishares Gold Tr Ishares New (IAU) 0.6 $430k 5.9k 72.77
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $426k 2.4k 176.87
Ryder System (R) 0.5 $396k 2.1k 188.64
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $372k 1.9k 194.52
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $369k 3.7k 100.25
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $367k 10k 36.35
Palantir Technologies Om (PLTR) 0.5 $365k 2.0k 182.42
Ishares Tr Core Div Grwth (DGRO) 0.5 $358k 5.3k 68.08
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $352k 4.8k 73.29
Johnson & Johnson (JNJ) 0.5 $348k 1.9k 185.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $342k 569.00 600.37
Proshares Tr Ultrapro Qqq (TQQQ) 0.4 $325k 3.1k 103.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $310k 465.00 666.18
Ishares Tr Ips Bd Etf (TIP) 0.4 $284k 2.5k 111.25
Coca-Cola Company (KO) 0.4 $271k 4.1k 66.33
Ishares Sci Emerg Mrkt (EEMV) 0.3 $257k 4.0k 63.84
Ishares Tr Core Msci Total (IXUS) 0.3 $253k 3.1k 82.59
Lowe's Companies (LOW) 0.3 $251k 1.0k 251.31
Wal-Mart Stores (WMT) 0.3 $240k 2.3k 103.09
Ishares Tr .s Real Es Etf (IYR) 0.3 $230k 2.4k 97.10
Broadcom (AVGO) 0.3 $227k 686.00 330.22
Wells Fargo & Company (WFC) 0.3 $226k 2.7k 83.82
Tesla Motors (TSLA) 0.3 $194k 436.00 444.72
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $190k 2.0k 96.15
Barclays Bk Djubs Cmdt Etn36 (DJP) 0.3 $190k 5.4k 35.44
Exxon Mobil Corporation (XOM) 0.2 $184k 1.6k 112.76
CVS Caremark Corporation (CVS) 0.2 $184k 2.4k 75.40
Southern Company (SO) 0.2 $182k 1.9k 94.79
Procter & Gamble Company (PG) 0.2 $180k 1.2k 153.73
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $179k 4.1k 44.00
Ishares Tr U S Equity Factr (LRGF) 0.2 $178k 2.6k 69.08
Scwab Strategic Tr Us Reit Etf (SCHH) 0.2 $172k 8.0k 21.57
Lockheed Martin Corporation (LMT) 0.2 $169k 337.00 500.58
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $167k 2.1k 80.38
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $166k 2.2k 76.75
United Sts Oil Units (USO) 0.2 $147k 2.0k 73.75
Scwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $146k 5.3k 27.30
Meta Platforms Cl A (META) 0.2 $142k 192.00 738.15
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $139k 1.3k 104.52
Morgan Stanley Etf Trust Aton Vance Inte (EVIM) 0.2 $135k 2.6k 52.49
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $132k 2.4k 55.35
Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.2 $129k 3.9k 33.37
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $129k 476.00 271.12
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $120k 257.00 468.41
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.2 $117k 1.6k 73.48
Applied Materials (AMAT) 0.2 $114k 555.00 204.74
Truist Financial Corp equities (TFC) 0.1 $108k 2.4k 45.72
Ishares Tr Ishares (SLV) 0.1 $106k 2.5k 42.37
Netflix (NFLX) 0.1 $106k 88.00 1202.20
John Hancock Exchage Traded Multifactor Mi (JHMM) 0.1 $104k 1.7k 62.75
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $97k 1.7k 58.24
Home Depot (HD) 0.1 $96k 236.00 406.62
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $95k 1.9k 48.86
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $92k 2.2k 42.81
Ge Aerospace Com New (GE) 0.1 $90k 300.00 300.82
Vaneck Etf Trust Lo Etf (CLOI) 0.1 $89k 1.7k 53.13
Cadence Design Systems (CDNS) 0.1 $88k 250.00 351.26
Vanguard Bd Index Short Trm Bond (BSV) 0.1 $87k 1.1k 78.91
Oracle Corporation (ORCL) 0.1 $83k 294.00 281.24
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $82k 2.5k 32.37
Advanced Micro Devices (AMD) 0.1 $80k 497.00 161.79
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.1 $73k 762.00 95.29
Capital Group Core Equity Etf Shs Creation Uni (CGUS) 0.1 $72k 1.8k 39.54
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $71k 1.2k 59.92
Invesco Exchange Traded Fd T Treas Colaterl (TBLL) 0.1 $68k 646.00 105.64
Best Buy (BBY) 0.1 $68k 900.00 75.62
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $66k 1.5k 43.92
Abbvie (ABBV) 0.1 $65k 278.00 232.07
Costco Wholesale Corporation (COST) 0.1 $63k 68.00 930.79
Ishares Tr Core High Dv Etf (HDV) 0.1 $62k 509.00 122.50
Synopsys (SNPS) 0.1 $62k 125.00 493.39
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $61k 1.2k 50.09
Pfizer Om (PFE) 0.1 $61k 2.4k 25.48
Vanguard Index Fds Alue Etf (VTV) 0.1 $60k 320.00 186.49
Alphabet Cap Stk Cl C (GOOG) 0.1 $60k 245.00 243.55
Pepsico Om (PEP) 0.1 $59k 418.00 140.49
Medtronic SHS (MDT) 0.1 $57k 600.00 95.24
Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $57k 1.3k 45.51
Fidelity National Information Services (FIS) 0.1 $57k 862.00 65.98
Merck & Co (MRK) 0.1 $57k 676.00 83.94
Mondelez Intl Cl A (MDLZ) 0.1 $54k 860.00 62.52
Vanguard Index Fds Otal Stk Mkt (VTI) 0.1 $51k 156.00 328.17
Chevron Corporation (CVX) 0.1 $51k 327.00 155.54
Visa Com Cl A (V) 0.1 $50k 144.00 343.43
Fidelity Convington Trust Enhanced Mid (FMDE) 0.1 $47k 1.3k 36.16
At&t (T) 0.1 $47k 1.6k 28.24
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $46k 484.00 95.32
Crowdstrike Hldgs Cl A (CRWD) 0.1 $46k 94.00 490.38
Eaton Corp SHS (ETN) 0.1 $46k 122.00 376.41
First Tr Exchange Traded A Om Shs (FTA) 0.1 $44k 531.00 83.41
Air Products & Chemicals (APD) 0.1 $43k 159.00 273.16
McDonald's Corporation (MCD) 0.1 $43k 140.00 304.60
Marvell Technology (MRVL) 0.1 $40k 478.00 84.21
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $40k 933.00 42.60
Prologis (PLD) 0.1 $39k 343.00 114.70
JPMorgan Chase & Co. (JPM) 0.1 $39k 122.00 317.89
Vanguard Specialized Fund Iv App Etf (VIG) 0.1 $38k 176.00 215.79
Starbucks Corporation (SBUX) 0.0 $37k 431.00 84.70
T Rowe Price Etf S Equity Resear (TSPA) 0.0 $36k 862.00 41.91
Marsh & McLennan Companies (MMC) 0.0 $35k 173.00 202.68
MPLX Com Unit Rep Ltd (MPLX) 0.0 $35k 700.00 49.95
Travelers Companies (TRV) 0.0 $35k 125.00 279.33
Sempra Energy (SRE) 0.0 $35k 382.00 90.20
T Rowe Price Etf Loating Rate (TFLR) 0.0 $34k 665.00 51.47
Ishares Tr Russell 2000 Etf (IWM) 0.0 $33k 135.00 241.98
UnitedHealth (UNH) 0.0 $30k 88.00 345.45
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $30k 997.00 29.62
Ishares Tr Msci Intl Moment (IMTM) 0.0 $29k 605.00 47.89
Texas Instruments Incorporated (TXN) 0.0 $28k 154.00 183.75
salesforce (CRM) 0.0 $28k 118.00 238.48
Vanguard Index Fds &p 500 Etf Shs (VOO) 0.0 $28k 45.00 612.38
Phillips 66 Om (PSX) 0.0 $27k 197.00 136.11
Us Bankcorp Del Com New (USB) 0.0 $26k 544.00 48.36
Automatic Data Processing (ADP) 0.0 $25k 86.00 295.08
Vaneck Etf Trust Morningstar Smid (SMOT) 0.0 $25k 693.00 36.09
PNC Financial Services (PNC) 0.0 $24k 118.00 201.22
Qualcomm (QCOM) 0.0 $23k 135.00 167.50
Bristol Myers Squibb (BMY) 0.0 $23k 500.00 45.10
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $22k 87.00 256.45
Astrazeneca SPONSORED Adr (AZN) 0.0 $22k 280.00 76.72
Ishares Tr &p Mc 400gr Etf (IJK) 0.0 $20k 203.00 95.89
Realty Income (O) 0.0 $19k 315.00 60.86
Vanguard Intl Equity Index F Tse Emr Mkt Etf (VWO) 0.0 $19k 346.00 54.30
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $18k 217.00 84.83
Dollar General (DG) 0.0 $18k 176.00 103.35
Ishares Tr .s. Tech Etf (IYW) 0.0 $18k 92.00 195.86
Raytheon Technologies Corp (RTX) 0.0 $18k 105.00 168.34
Charles Schwab Corporation (SCHW) 0.0 $17k 180.00 95.47
Lam Research Corp Com New (LRCX) 0.0 $14k 102.00 134.25
Coreweave Com Cl A (CRWV) 0.0 $14k 100.00 136.85
Abbott Laboratories (ABT) 0.0 $13k 97.00 135.06
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $13k 748.00 17.17
Honeywell International (HON) 0.0 $12k 57.00 212.77
Ecolab (ECL) 0.0 $12k 42.00 276.69
Rubrik Cl A (RBRK) 0.0 $11k 134.00 82.25
Blackrock (BLK) 0.0 $11k 9.00 1192.33
Fortune Brands (FBIN) 0.0 $11k 200.00 53.40
Ishares Tr Elect Divid Etf (DVY) 0.0 $10k 73.00 142.10
Spdr Series Tr Ortfolio S&p500 (SPLG) 0.0 $10k 132.00 78.58
Rbc Cad (RY) 0.0 $9.9k 67.00 147.31
Pure Storage Cl A (PSTG) 0.0 $9.8k 117.00 83.81
Vanguard Index Fds Cap Vl Idxvip (VOE) 0.0 $8.9k 51.00 174.59
Rocket Cos Om Cl A (RKT) 0.0 $8.6k 446.00 19.38
Warner Bros Discovery Com Ser A (WBD) 0.0 $7.8k 398.00 19.53
Ishares Tr &p Mc 400vl Etf (IJJ) 0.0 $7.3k 64.00 114.09
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $7.2k 200.00 36.00
First Tr Exchange Traded Ba Indl Etf (AIRR) 0.0 $7.1k 73.00 96.68
Palo Alto Networks (PANW) 0.0 $6.7k 33.00 203.61
Vanguard Index Fds M Cp Val Etf (VBR) 0.0 $6.7k 32.00 208.72
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $6.6k 33.00 201.36
Hp (HPQ) 0.0 $6.5k 240.00 27.27
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $6.2k 95.00 65.52
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $5.7k 137.00 41.58
Hims & Hers Health Com Cl A (HIMS) 0.0 $5.7k 100.00 56.72
Vistra Energy (VST) 0.0 $5.5k 28.00 196.57
Hewlett Packard Enterprise (HPE) 0.0 $5.4k 220.00 24.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $5.4k 38.00 140.95
Ishares Tr Sci Eafe Etf (EFA) 0.0 $5.3k 57.00 93.37
Parker-hannifin Corp Om (PH) 0.0 $5.3k 7.00 758.14
American Tower Reit (AMT) 0.0 $4.8k 25.00 192.52
Ionis Pharmaceuticals (IONS) 0.0 $4.6k 71.00 65.42
First Tr Exchange Trad Fd Vi ST TR GLB FD (FTGC) 0.0 $4.6k 179.00 25.90
Ishares Us Etf Tr Blackrock Sh Dur (NEAR) 0.0 $4.6k 89.00 51.28
International Paper Company (IP) 0.0 $4.4k 95.00 46.40
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.0 $4.4k 183.00 24.02
Nutanix Cl A (NTNX) 0.0 $4.2k 56.00 74.39
Nextera Energy (NEE) 0.0 $4.1k 54.00 75.76
Transdigm Group Om (TDG) 0.0 $4.0k 125.00 31.63
Ishares Tr Rngstr Inc Etf (IYLD) 0.0 $3.9k 184.00 21.28
Alnylam Pharmaceuticals (ALNY) 0.0 $3.6k 8.00 456.00
Uber Technologies (UBER) 0.0 $3.4k 35.00 97.97
Illinois Tool Works (ITW) 0.0 $3.0k 11.00 274.73
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $3.0k 21.00 142.95
Waste Management (WM) 0.0 $2.9k 13.00 220.92
Cloudflare Cl A Com (NET) 0.0 $2.8k 13.00 214.62
Metropcs Communications (TMUS) 0.0 $2.7k 11.00 246.36
Moderna (MRNA) 0.0 $2.5k 97.00 25.84
Viatris (VTRS) 0.0 $2.5k 248.00 9.90
Wabtec Corporation (WAB) 0.0 $2.4k 12.00 200.50
ConAgra Foods (CAG) 0.0 $2.3k 124.00 18.40
L3harris Technologies (LHX) 0.0 $2.3k 7.00 322.29
Lululemon Athletica (LULU) 0.0 $2.1k 12.00 177.92
Adobe Systems Incorporated (ADBE) 0.0 $2.1k 6.00 352.83
Wayfair Cl A (W) 0.0 $2.1k 23.00 89.35
Lamb Weston Hldgs (LW) 0.0 $2.0k 33.00 59.27
Coeur Mng Com New (CDE) 0.0 $1.9k 100.00 18.76
Servicenow (NOW) 0.0 $1.8k 2.00 920.50
Cnh Indl N V SHS (CNH) 0.0 $1.8k 167.00 10.85
TJX Companies (TJX) 0.0 $1.7k 12.00 144.50
Novo-nordisk A S Adr (NVO) 0.0 $1.6k 29.00 55.48
Pursuit Attractions And Hosp Om (PRSU) 0.0 $1.5k 42.00 36.81
Old Dominion Freight Line In 0.0 $1.1k 8.00 142.75
Coinbase Global Com Cl A (COIN) 0.0 $1.0k 3.00 337.33
Ishares Tr Sp Smcp600gr Etf (IJT) 0.0 $1.0k 7.00 143.29
Microstragey Cl A New (MSTR) 0.0 $966.999900 3.00 322.33
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $924.998400 32.00 28.91
Comcast Corp Cl A (CMCSA) 0.0 $911.000200 29.00 31.41
Kenvue (KVUE) 0.0 $847.002000 52.00 16.29
Lumen Technologies (LUMN) 0.0 $845.001600 138.00 6.12
Toronto Dominion Bk Ont Com New (TD) 0.0 $800.000000 10.00 80.00
Constellation Energy (CEG) 0.0 $661.000000 2.00 330.50
Delta Air Lines Inc Del Com New (DAL) 0.0 $582.000000 10.00 58.20
Albemarle Corporation (ALB) 0.0 $502.000200 6.00 83.67
Vanguard Scottsdale Fds Shrt Tmr Corp Bd (VCSH) 0.0 $480.000000 6.00 80.00
Hubspot (HUBS) 0.0 $468.000000 1.00 468.00
Celcius Hldgs Com New (CELH) 0.0 $402.000200 7.00 57.43
Airbnb Com Cl A (ABNB) 0.0 $363.999900 3.00 121.33
Sylvamo Corp Common Stock (SLVM) 0.0 $354.000000 8.00 44.25
Fidelity National Financial Fnf Group Com (FNF) 0.0 $243.000000 4.00 60.75
Dxc Technology (DXC) 0.0 $199.000200 14.00 14.21
Kearny Finl Corp Md (KRNY) 0.0 $197.001000 30.00 6.57
Disney Walt Com Disney (DIS) 0.0 $117.000000 1.00 117.00
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) 0.0 $86.000000 4.00 21.50
Snap Cl A (SNAP) 0.0 $77.000000 10.00 7.70
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