Clear Investment Research

Clear Investment Research as of June 30, 2026

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 57 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.3 $8.6M 11k 748.91
Vanguard World Extended Dur (EDV) 8.1 $5.2M 80k 65.08
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 7.0 $4.5M 99k 45.49
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.2 $3.3M 113k 29.43
Eli Lilly & Co. (LLY) 5.1 $3.3M 2.7k 1199.40
Graphic Packaging Holding Company (GPK) 3.1 $2.0M 189k 10.57
Apple (AAPL) 3.0 $1.9M 6.7k 289.37
Spdr Series Trust St Str P400mid (SPMD) 2.8 $1.8M 27k 67.56
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.7 $1.7M 59k 29.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.6 $1.7M 24k 71.25
Fidelity Covington Trust Blue Chip Grwth (FBCG) 2.6 $1.7M 27k 62.11
Ishares Tr Core S&p Mcp Etf (IJH) 2.5 $1.6M 21k 77.11
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.3 $1.5M 40k 36.87
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $1.4M 9.4k 148.32
Microsoft Corporation (MSFT) 1.9 $1.2M 3.3k 373.04
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.9 $1.2M 50k 24.14
NVIDIA Corporation (NVDA) 1.8 $1.2M 5.9k 200.10
Schwab Strategic Tr Us Tips Etf (SCHP) 1.5 $972k 37k 26.50
Bank of America Corporation (BAC) 1.5 $966k 17k 56.98
Amazon (AMZN) 1.5 $948k 4.0k 238.34
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.4 $906k 27k 33.84
Alphabet Cap Stk Cl A (GOOGL) 1.4 $882k 2.5k 357.35
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $823k 23k 36.13
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $766k 8.9k 86.42
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.1 $735k 14k 52.60
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.1 $710k 20k 34.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $692k 25k 27.70
Ishares Tr Core Msci Eafe (IEFA) 1.1 $686k 7.1k 96.57
Pimco Etf Tr Muni Income Opp (MINO) 1.0 $649k 14k 45.76
Global X Fds Data Ctr Dig Etf (DTCR) 1.0 $638k 21k 30.37
Ishares Core Msci Emkt (IEMG) 0.9 $567k 6.8k 82.84
Ryder System (R) 0.9 $553k 2.1k 263.77
Proshares Tr Ultrapro Qqq (TQQQ) 0.8 $519k 6.4k 81.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $517k 5.4k 96.44
Ishares Gold Tr Ishares New (IAU) 0.8 $507k 6.7k 75.51
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $499k 4.9k 102.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $489k 977.00 500.39
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.7 $435k 4.8k 90.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $419k 569.00 736.40
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $401k 5.0k 79.97
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $385k 9.3k 41.25
Ishares Tr Core Div Grwth (DGRO) 0.6 $376k 5.0k 75.79
Ishares Silver Tr Ishares (SLV) 0.5 $352k 6.6k 53.47
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $350k 1.6k 219.43
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $347k 465.00 746.77
Coca-Cola Company (KO) 0.5 $344k 4.2k 81.27
Fidelity Covington Trust Enh Mid Cor Etf (FMDE) 0.5 $344k 8.5k 40.58
Ishares Tr Tips Bd Etf (TIP) 0.5 $338k 3.1k 109.45
Ishares Tr Ishares Semicdtr (SOXX) 0.5 $318k 496.00 640.82
Broadcom (AVGO) 0.5 $294k 778.00 377.68
Advanced Micro Devices (AMD) 0.4 $288k 495.00 580.91
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $266k 5.2k 50.58
Palantir Technologies Cl A (PLTR) 0.4 $256k 2.2k 116.67
Wal-Mart Stores (WMT) 0.4 $236k 2.1k 113.27
Vaneck Etf Trust Clo Etf (CLOI) 0.4 $230k 4.4k 52.95
Ishares Tr Core Msci Total (IXUS) 0.3 $222k 2.3k 95.42
Exxon Mobil Corporation (XOM) 0.3 $206k 1.5k 136.71