Clear Investment Research

Clear Investment Research as of Dec. 31, 2016

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 31 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P MidCap 400 Index (IJH) 11.7 $15M 92k 165.34
iShares Lehman Aggregate Bond (AGG) 11.6 $15M 139k 108.06
iShares S&P 500 Index (IVV) 9.1 $12M 52k 224.99
iShares iBoxx $ High Yid Corp Bond (HYG) 8.0 $10M 119k 86.55
iShares S&P 500 Value Index (IVE) 7.1 $9.2M 91k 101.38
iShares S&P 500 Growth Index (IVW) 7.0 $9.1M 75k 121.79
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 6.6 $8.5M 159k 53.63
Ishares Inc em mkt min vol (EEMV) 5.9 $7.6M 155k 48.91
Wisdomtree Tr em lcl debt (ELD) 4.5 $5.8M 162k 35.77
Db-x Msci Eafe Currency-hedged (DBEF) 4.5 $5.8M 207k 28.06
iShares Barclays TIPS Bond Fund (TIP) 4.3 $5.6M 50k 113.16
iShares Dow Jones US Real Estate (IYR) 4.2 $5.5M 71k 76.95
iShares Barclays 20+ Yr Treas.Bond (TLT) 3.4 $4.4M 37k 119.13
Vanguard Short-Term Bond ETF (BSV) 2.8 $3.7M 46k 79.45
iShares S&P SmallCap 600 Index (IJR) 2.4 $3.1M 23k 137.53
iShares Russell 2000 Value Index (IWN) 2.1 $2.7M 23k 118.92
iShares Russell 2000 Growth Index (IWO) 2.1 $2.7M 17k 153.93
iShares S&P/Citi Intl Treasury Bond (IGOV) 1.1 $1.4M 15k 89.85
iShares S&P SmallCap 600 Growth (IJT) 0.4 $503k 3.4k 150.01
iShares S&P SmallCap 600 Value Idx (IJS) 0.4 $502k 3.6k 139.99
Vanguard REIT ETF (VNQ) 0.3 $416k 5.0k 82.61
Powershares Etf Tr Ii s^p500 low vol 0.2 $286k 6.9k 41.55
Ishares Tr core strm usbd (ISTB) 0.2 $231k 4.6k 49.96
Ipath Dow Jones-aig Commodity (DJP) 0.1 $179k 7.4k 24.25
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $118k 1.1k 109.87
Ishares Tr cmn (GOVT) 0.1 $84k 3.4k 24.82
Graphic Packaging Holding Company (GPK) 0.0 $43k 3.4k 12.51
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $23k 273.00 84.25
Amazon (AMZN) 0.0 $1.0k 1.00 1000.00
iShares MSCI ACWI Index Fund (ACWI) 0.0 $999.970000 19.00 52.63
Ishares Inc msci frntr 100 (FM) 0.0 $0 12.00 0.00