Clear Investment Research

Clear Investment Research as of March 31, 2026

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 241 positions in its portfolio as reported in the March 2026 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 $7.5M 12k 653.22
Vanguard World Extended Dur (EDV) 8.2 $5.2M 81k 64.95
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 7.1 $4.5M 100k 45.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.5 $2.9M 113k 25.64
Eli Lilly & Co. (LLY) 3.9 $2.5M 2.7k 919.63
Graphic Packaging Holding Company (GPK) 2.9 $1.9M 189k 9.94
Apple (AAPL) 2.5 $1.6M 6.3k 253.80
Spdr Series Trust State Street Spd (SPMD) 2.5 $1.6M 27k 59.22
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.5 $1.6M 55k 28.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $1.5M 24k 64.08
Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $1.5M 22k 67.53
Fidelity Covington Trust Blue Chip Grwth (FBCG) 2.2 $1.4M 28k 50.12
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.9 $1.2M 40k 30.96
Microsoft Corporation (MSFT) 1.9 $1.2M 3.2k 370.18
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $1.2M 9.6k 124.31
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.9 $1.2M 49k 24.27
NVIDIA Corporation (NVDA) 1.6 $1.0M 5.8k 174.41
Schwab Strategic Tr Us Tips Etf (SCHP) 1.6 $993k 37k 26.61
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.5 $955k 11k 86.69
Bank of America Corporation (BAC) 1.3 $827k 17k 48.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $778k 27k 29.13
Alphabet Cap Stk Cl A (GOOGL) 1.2 $749k 2.6k 287.58
Amazon (AMZN) 1.1 $690k 3.3k 208.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $663k 23k 29.08
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.0 $649k 12k 52.19
Ishares Tr Core Msci Eafe (IEFA) 1.0 $634k 7.0k 90.53
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $623k 20k 30.50
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $622k 25k 24.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $519k 5.0k 103.42
Ishares Gold Tr Ishares New (IAU) 0.8 $511k 5.8k 88.16
Ishares Core Msci Emkt (IEMG) 0.8 $490k 7.0k 69.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $479k 5.4k 88.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $460k 959.00 479.20
Ryder System (R) 0.7 $429k 2.1k 204.71
Ishares Silver Tr Ishares (SLV) 0.6 $404k 5.9k 68.14
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $372k 9.6k 38.96
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.6 $363k 4.8k 75.20
Ishares Tr Core Div Grwth (DGRO) 0.5 $348k 5.0k 70.18
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $344k 4.3k 79.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $329k 570.00 577.18
Ishares Tr Tips Bd Etf (TIP) 0.5 $329k 3.0k 110.38
Coca-Cola Company (KO) 0.5 $322k 4.2k 76.04
Palantir Technologies Cl A (PLTR) 0.5 $321k 2.2k 146.28
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $305k 1.6k 191.85
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $302k 465.00 650.34
Wal-Mart Stores (WMT) 0.5 $291k 2.3k 124.27
Exxon Mobil Corporation (XOM) 0.4 $277k 1.6k 169.65
Proshares Tr Ultrapro Qqq (TQQQ) 0.4 $261k 6.3k 41.68
United Sts Oil Units (USO) 0.4 $254k 2.0k 127.25
Broadcom (AVGO) 0.4 $241k 777.00 309.68
Vaneck Etf Trust Clo Etf (CLOI) 0.4 $225k 4.3k 52.70
Ishares Tr Core Msci Total (IXUS) 0.3 $208k 2.4k 86.63
Lockheed Martin Corporation (LMT) 0.3 $204k 337.00 603.92
Global X Fds Data Ctr & Digit (DTCR) 0.3 $202k 8.4k 23.96
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $199k 2.1k 95.82
Spdr Series Trust State Street Spd (SPYD) 0.3 $185k 4.1k 45.52
Southern Company (SO) 0.3 $180k 1.9k 96.51
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.3 $173k 2.0k 84.78
Carillon Ser Tr Rj Eagle Gcm Div (RJDI) 0.3 $172k 6.4k 26.73
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $171k 8.0k 21.49
Ishares Tr U S Equity Factr (LRGF) 0.3 $170k 2.6k 66.00
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $167k 509.00 328.67
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $164k 5.3k 30.68
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $158k 2.0k 78.40
Meta Platforms Cl A (META) 0.2 $154k 270.00 571.38
Fidelity Covington Trust Enhanced Mid (FMDE) 0.2 $139k 3.9k 35.96
Wells Fargo & Company (WFC) 0.2 $139k 1.7k 79.61
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM) 0.2 $138k 2.6k 52.54
Spdr Series Trust State Street Spd (SPYV) 0.2 $136k 2.4k 56.58
Tesla Motors (TSLA) 0.2 $136k 365.00 371.75
Vaneck Etf Trust Uranium And Nucl (NLR) 0.2 $132k 987.00 133.19
Spdr Series Trust State Street Spd (SPYG) 0.2 $131k 1.3k 97.90
T Rowe Price Etf Floating Rate (TFLR) 0.2 $131k 2.6k 50.36
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $128k 3.9k 32.95
Procter & Gamble Company (PG) 0.2 $112k 775.00 144.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $110k 257.00 426.40
Truist Financial Corp equities (TFC) 0.2 $107k 2.3k 45.97
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $106k 1.6k 67.12
Spdr Index Shs Fds State Street Spd (SPDW) 0.2 $105k 2.3k 45.66
Ishares Msci Emerg Mrkt (EEMV) 0.2 $103k 1.6k 64.75
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $102k 1.6k 62.46
Advanced Micro Devices (AMD) 0.2 $102k 499.00 203.43
Netflix (NFLX) 0.1 $91k 948.00 96.15
Merck & Co (MRK) 0.1 $81k 676.00 120.31
Chevron Corporation (CVX) 0.1 $80k 385.00 207.11
Home Depot (HD) 0.1 $79k 239.00 328.67
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $77k 1.6k 48.48
First Tr Exchange-traded Intl Equity Opp (FPXI) 0.1 $73k 1.2k 61.75
Johnson & Johnson (JNJ) 0.1 $73k 300.00 244.05
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $73k 735.00 99.27
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $71k 1.8k 38.42
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.1 $70k 658.00 105.59
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $69k 943.00 73.14
Costco Wholesale Corporation (COST) 0.1 $68k 69.00 990.14
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $67k 712.00 94.58
Pepsi (PEP) 0.1 $65k 418.00 155.34
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $62k 1.2k 49.91
Vanguard Index Fds Value Etf (VTV) 0.1 $61k 311.00 196.22
Abbvie (ABBV) 0.1 $61k 279.00 217.21
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $61k 1.5k 40.18
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $61k 3.2k 19.16
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $59k 1.3k 46.74
Oracle Corporation (ORCL) 0.1 $58k 391.00 147.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $51k 157.00 321.57
Mondelez Intl Cl A (MDLZ) 0.1 $51k 876.00 57.61
First Tr Exchange-traded A Com Shs (FTA) 0.1 $50k 537.00 92.33
Visa Com Cl A (V) 0.1 $49k 162.00 302.99
Ishares Tr Core High Dv Etf (HDV) 0.1 $49k 359.00 135.59
At&t (T) 0.1 $48k 1.6k 28.99
Air Products & Chemicals (APD) 0.1 $47k 160.00 291.18
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $46k 500.00 92.75
Prologis (PLD) 0.1 $46k 351.00 132.04
Marvell Technology (MRVL) 0.1 $46k 467.00 99.09
Eaton Corp SHS (ETN) 0.1 $44k 123.00 356.81
McDonald's Corporation (MCD) 0.1 $44k 140.00 311.51
Fidelity National Information Services (FIS) 0.1 $41k 863.00 46.91
MPLX Com Unit Rep Ltd (MPLX) 0.1 $40k 700.00 57.07
Ishares Tr Russell 2000 Etf (IWM) 0.1 $39k 156.00 247.60
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $37k 174.00 215.06
Sempra Energy (SRE) 0.1 $37k 383.00 97.15
Starbucks Corporation (SBUX) 0.1 $37k 413.00 89.58
JPMorgan Chase & Co. (JPM) 0.1 $37k 125.00 294.07
Crowdstrike Hldgs Cl A (CRWD) 0.1 $37k 94.00 390.41
Travelers Companies (TRV) 0.1 $37k 125.00 291.79
Phillips 66 (PSX) 0.1 $36k 197.00 182.30
T Rowe Price Etf Us Equity Resear (TSPA) 0.1 $36k 867.00 40.92
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $33k 686.00 48.14
Micron Technology (MU) 0.1 $32k 95.00 337.84
UnitedHealth (UNH) 0.0 $31k 115.00 271.47
Ishares Tr Msci Intl Moment (IMTM) 0.0 $31k 636.00 48.04
Bristol Myers Squibb (BMY) 0.0 $30k 500.00 60.65
Marsh & McLennan Companies (MRSH) 0.0 $30k 174.00 173.44
Texas Instruments Incorporated (TXN) 0.0 $30k 154.00 194.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $29k 49.00 597.55
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $29k 256.00 113.11
Us Bancorp Com New (USB) 0.0 $28k 544.00 52.04
Astrazeneca Ord (AZN) 0.0 $28k 140.00 197.22
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $25k 119.00 211.15
Vaneck Etf Trust Morningstar Smid (SMOT) 0.0 $25k 703.00 35.17
PNC Financial Services (PNC) 0.0 $25k 118.00 208.39
Raytheon Technologies Corp (RTX) 0.0 $24k 123.00 192.92
salesforce (CRM) 0.0 $22k 119.00 186.72
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $21k 225.00 93.96
Dollar General (DG) 0.0 $21k 176.00 118.73
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $20k 200.00 100.62
Vaneck Etf Trust Real Assets Etf (RAAX) 0.0 $20k 489.00 40.71
Realty Income (O) 0.0 $19k 316.00 61.28
Ishares Tr U.s. Tech Etf (IYW) 0.0 $19k 106.00 181.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $19k 353.00 54.12
Automatic Data Processing (ADP) 0.0 $18k 86.00 204.28
Qualcomm (QCOM) 0.0 $18k 136.00 128.95
Charles Schwab Corporation (SCHW) 0.0 $17k 180.00 93.98
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $15k 776.00 19.31
Honeywell International (HON) 0.0 $13k 59.00 225.66
Ecolab (ECL) 0.0 $12k 45.00 263.60
Pfizer (PFE) 0.0 $11k 391.00 28.08
Warner Bros Discovery Com Ser A (WBD) 0.0 $11k 398.00 27.46
Rbc Cad (RY) 0.0 $11k 67.00 161.78
Ishares Tr Select Divid Etf (DVY) 0.0 $10k 68.00 151.41
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $10k 77.00 132.51
Spdr Series Trust State Street Spd (SPYM) 0.0 $10k 133.00 76.61
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $10k 53.00 189.58
Abbott Laboratories (ABT) 0.0 $10k 98.00 102.48
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $9.9k 54.00 183.69
United States Antimony (UAMY) 0.0 $8.7k 1.0k 8.73
Coreweave Com Cl A (CRWV) 0.0 $7.7k 100.00 77.47
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $7.1k 32.00 220.56
Everpure Cl A (PSTG) 0.0 $6.9k 117.00 59.04
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $6.7k 97.00 68.65
Halliburton Company (HAL) 0.0 $6.6k 170.00 38.94
Rubrik Cl A (RBRK) 0.0 $6.6k 134.00 48.97
American Tower Reit (AMT) 0.0 $6.4k 37.00 173.92
Rocket Cos Com Cl A (RKT) 0.0 $6.4k 446.00 14.25
Blackrock (BLK) 0.0 $6.0k 6.00 999.83
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $5.6k 38.00 148.11
Ssga Active Etf Tr State Street Bla (SRLN) 0.0 $5.5k 137.00 40.14
Palo Alto Networks (PANW) 0.0 $5.5k 34.00 160.32
Parker-Hannifin Corporation (PH) 0.0 $5.4k 6.00 895.17
Ionis Pharmaceuticals (IONS) 0.0 $5.3k 71.00 75.08
Hewlett Packard Enterprise (HPE) 0.0 $5.3k 224.00 23.76
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $5.2k 181.00 28.71
USA Rare Earth Inc A (USAR) 0.0 $5.1k 338.00 15.14
Nextera Energy (NEE) 0.0 $5.1k 55.00 92.76
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.0 $5.1k 46.00 110.78
Ishares Tr Msci Eafe Etf (EFA) 0.0 $5.1k 52.00 97.13
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $5.0k 16.00 313.81
Vistra Energy (VST) 0.0 $5.0k 33.00 151.03
Moderna (MRNA) 0.0 $4.9k 97.00 50.80
Hp (HPQ) 0.0 $4.7k 246.00 19.23
Ishares U S Etf Tr Short Duration B (NEAR) 0.0 $4.6k 90.00 50.83
Lam Research Corp Com New (LRCX) 0.0 $4.3k 20.00 216.85
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.0 $4.3k 186.00 23.00
CVS Caremark Corporation (CVS) 0.0 $3.9k 54.00 71.39
TransDigm Group Incorporated (TDG) 0.0 $3.5k 3.00 1159.00
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $3.3k 300.00 10.84
Illinois Tool Works (ITW) 0.0 $3.1k 12.00 254.58
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $3.0k 22.00 137.77
Waste Management (WM) 0.0 $2.8k 12.00 230.00
Cloudflare Cl A Com (NET) 0.0 $2.7k 13.00 206.31
Alnylam Pharmaceuticals (ALNY) 0.0 $2.6k 8.00 330.88
Uber Technologies (UBER) 0.0 $2.6k 36.00 71.92
L3harris Technologies (LHX) 0.0 $2.6k 7.00 367.00
Metropcs Communications (TMUS) 0.0 $2.4k 11.00 217.91
Nutanix Cl A (NTNX) 0.0 $2.1k 56.00 38.02
Hims & Hers Health Com Cl A (HIMS) 0.0 $2.1k 100.00 20.76
ConAgra Foods (CAG) 0.0 $2.0k 129.00 15.78
TJX Companies (TJX) 0.0 $1.9k 12.00 159.67
Cnh Indl N V SHS (CNH) 0.0 $1.8k 167.00 11.00
Lululemon Athletica (LULU) 0.0 $1.8k 12.00 153.08
Wayfair Cl A (W) 0.0 $1.7k 23.00 75.22
Old Dominion Freight Line (ODFL) 0.0 $1.6k 8.00 198.88
Viad (PRSU) 0.0 $1.6k 43.00 36.42
Lamb Weston Hldgs (LW) 0.0 $1.4k 34.00 42.47
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $1.2k 6.00 205.50
Solstice Advanced Matls Com Shs (SOLS) 0.0 $1.1k 14.00 76.21
Novo-nordisk A S Adr (NVO) 0.0 $1.1k 29.00 36.76
Servicenow (NOW) 0.0 $1.0k 10.00 104.60
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $1.0k 7.00 147.14
Equinix (EQIX) 0.0 $985.000000 1.00 985.00
Albemarle Corporation (ALB) 0.0 $941.000000 5.00 188.20
Toronto Dominion Bk Ont Com New (TD) 0.0 $933.000000 10.00 93.30
Kenvue (KVUE) 0.0 $921.002200 53.00 17.38
Serve Robotics (SERV) 0.0 $844.000000 100.00 8.44
Constellation Energy (CEG) 0.0 $842.000100 3.00 280.67
Carnival Corp Common Stock (CCL) 0.0 $828.000000 32.00 25.88
Adobe Systems Incorporated (ADBE) 0.0 $729.000000 3.00 243.00
Comcast Corp Cl A (CMCSA) 0.0 $718.000000 25.00 28.72
Coinbase Global Com Cl A (COIN) 0.0 $524.000100 3.00 174.67
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $475.999800 6.00 79.33
Airbnb Com Cl A (ABNB) 0.0 $378.999900 3.00 126.33
Strategy Cl A New (MSTR) 0.0 $374.000100 3.00 124.67
Celsius Hldgs Com New (CELH) 0.0 $248.000200 7.00 35.43
Hubspot (HUBS) 0.0 $244.000000 1.00 244.00
Kearny Finl Corp Md (KRNY) 0.0 $227.001000 30.00 7.57
Fidelity Natl Finl Com Shs (FNF) 0.0 $190.000000 4.00 47.50
Dxc Technology (DXC) 0.0 $184.000500 15.00 12.27
Walt Disney Company (DIS) 0.0 $99.000000 1.00 99.00
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $84.000000 4.00 21.00
Snap Cl A (SNAP) 0.0 $46.000000 10.00 4.60
Versant Media Group Com Cl A (VSNT) 0.0 $37.000000 1.00 37.00
Cannae Holdings (CNNE) 0.0 $12.000000 1.00 12.00