Clear Investment Research

Clear Investment Research as of March 31, 2017

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 47 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P MidCap 400 Index (IJH) 12.0 $17M 98k 171.22
iShares Lehman Aggregate Bond (AGG) 11.4 $16M 146k 108.49
iShares S&P 500 Index (IVV) 9.0 $13M 53k 237.28
iShares iBoxx $ High Yid Corp Bond (HYG) 8.1 $11M 129k 87.78
iShares S&P 500 Growth Index (IVW) 7.0 $9.7M 74k 131.52
iShares S&P 500 Value Index (IVE) 7.0 $9.7M 94k 104.04
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 6.3 $8.8M 152k 57.95
Ishares Inc em mkt min vol (EEMV) 6.0 $8.3M 156k 53.50
Db-x Msci Eafe Currency-hedged (DBEF) 4.7 $6.5M 220k 29.59
Wisdomtree Tr em lcl debt (ELD) 4.6 $6.4M 170k 37.59
iShares Barclays TIPS Bond Fund (TIP) 4.3 $6.0M 52k 114.66
iShares Dow Jones US Real Estate (IYR) 4.2 $5.9M 75k 78.50
iShares Barclays 20+ Yr Treas.Bond (TLT) 3.4 $4.7M 39k 120.71
Vanguard Short-Term Bond ETF (BSV) 2.7 $3.7M 47k 79.73
iShares S&P SmallCap 600 Index (IJR) 2.5 $3.4M 50k 69.17
iShares Russell 2000 Value Index (IWN) 2.0 $2.8M 24k 118.18
iShares Russell 2000 Growth Index (IWO) 2.0 $2.8M 17k 161.68
iShares S&P/Citi Intl Treasury Bond (IGOV) 1.0 $1.4M 15k 91.43
iShares S&P SmallCap 600 Growth (IJT) 0.4 $526k 3.4k 153.13
iShares S&P SmallCap 600 Value Idx (IJS) 0.4 $525k 3.8k 138.56
Vanguard REIT ETF (VNQ) 0.3 $372k 4.5k 82.54
Ishares Tr core strm usbd (ISTB) 0.2 $250k 5.0k 50.05
iShares MSCI ACWI ex US Index Fund (ACWX) 0.2 $233k 5.3k 43.69
Ipath Dow Jones-aig Commodity (DJP) 0.1 $197k 8.4k 23.48
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $121k 1.1k 113.83
Powershares Etf Tr Ii s^p500 low vol 0.1 $110k 2.5k 43.43
Ishares Tr cmn (GOVT) 0.1 $71k 2.8k 25.05
Pimco Etf Tr 0-5 high yield (HYS) 0.0 $61k 608.00 100.33
Graphic Packaging Holding Company (GPK) 0.0 $44k 3.4k 12.81
Bank of America Corporation (BAC) 0.0 $24k 1.0k 24.00
Microsoft Corporation (MSFT) 0.0 $13k 201.00 64.68
TowneBank (TOWN) 0.0 $10k 300.00 33.33
iShares Silver Trust (SLV) 0.0 $7.0k 400.00 17.50
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $19k 220.00 86.36
Walgreen Boots Alliance (WBA) 0.0 $8.0k 100.00 80.00
Ford Motor Company (F) 0.0 $1.0k 100.00 10.00
Amazon (AMZN) 0.0 $1.0k 1.00 1000.00
Kimball International 0.0 $0 10.00 0.00
ACCO Brands Corporation (ACCO) 0.0 $0 11.00 0.00
Alon USA Energy 0.0 $0 10.00 0.00
iShares MSCI ACWI Index Fund (ACWI) 0.0 $999.970000 19.00 52.63
Aon 0.0 $5.0k 38.00 131.58
Ishares Inc core msci emkt (IEMG) 0.0 $6.0k 116.00 51.72
Ishares Inc msci frntr 100 (FM) 0.0 $0 12.00 0.00
Kimball Electronics (KE) 0.0 $0 7.00 0.00
Caleres (CAL) 0.0 $0 10.00 0.00
Snap Inc cl a (SNAP) 0.0 $0 5.00 0.00