Clear Investment Research

Clear Investment Research as of Dec. 31, 2025

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 51 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.4 $8.1M 12k 684.92
Vanguard World Extended Dur (EDV) 9.0 $5.4M 84k 65.01
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 7.4 $4.5M 97k 46.04
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.0 $3.0M 113k 26.91
Eli Lilly & Co. (LLY) 4.9 $2.9M 2.7k 1074.75
Graphic Packaging Holding Company (GPK) 4.7 $2.8M 187k 15.06
Ishares Tr Core S&p Mcp Etf (IJH) 3.0 $1.8M 28k 66.00
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.0 $1.8M 62k 29.37
Apple (AAPL) 2.8 $1.7M 6.2k 271.87
Microsoft Corporation (MSFT) 2.5 $1.5M 3.1k 483.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $1.4M 23k 62.47
Fidelity Covington Trust Blue Chip Grwth (FBCG) 2.3 $1.4M 25k 54.84
Spdr Series Trust State Street Spd (SPMD) 2.2 $1.3M 23k 57.91
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.1 $1.3M 52k 24.37
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $1.2M 10k 120.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.0 $1.2M 40k 30.07
NVIDIA Corporation (NVDA) 1.9 $1.1M 6.0k 186.51
Ishares Tr Core Msci Eafe (IEFA) 1.8 $1.1M 12k 89.46
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.6 $963k 11k 87.16
Schwab Strategic Tr Us Tips Etf (SCHP) 1.6 $962k 36k 26.49
Bank of America Corporation (BAC) 1.5 $932k 17k 55.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.4 $871k 27k 32.62
Alphabet Cap Stk Cl A (GOOGL) 1.3 $776k 2.5k 313.05
Amazon (AMZN) 1.2 $705k 3.1k 230.82
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.1 $651k 12k 52.41
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $649k 23k 28.48
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $604k 20k 29.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $604k 25k 24.04
Ishares Core Msci Emkt (IEMG) 0.9 $551k 8.2k 67.22
Ishares Gold Tr Ishares New (IAU) 0.9 $533k 6.6k 81.17
Ishares Silver Tr Ishares (SLV) 0.9 $531k 8.2k 64.42
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $520k 5.1k 102.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $509k 4.1k 123.25
Ishares Tr S&p 500 Val Etf (IVE) 0.8 $505k 2.4k 212.08
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $488k 5.5k 88.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $484k 962.00 502.65
Ryder System (R) 0.7 $401k 2.1k 191.39
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $378k 1.9k 198.67
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $364k 9.5k 38.11
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.6 $361k 4.8k 75.05
Ishares Tr Core Div Grwth (DGRO) 0.6 $361k 5.2k 69.42
Palantir Technologies Cl A (PLTR) 0.6 $358k 2.0k 177.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $350k 570.00 614.31
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $348k 4.3k 80.63
Proshares Tr Ultrapro Qqq (TQQQ) 0.5 $328k 6.2k 52.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $317k 465.00 681.92
Coca-Cola Company (KO) 0.5 $286k 4.1k 69.90
Ishares Tr Core Msci Total (IXUS) 0.4 $261k 3.1k 84.63
Wal-Mart Stores (WMT) 0.4 $261k 2.3k 111.39
Broadcom (AVGO) 0.4 $234k 677.00 346.06
Ishares Tr Tips Bd Etf (TIP) 0.4 $230k 2.1k 109.93