Clear Investment Research

Clear Investment Research as of June 30, 2017

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 55 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Lehman Aggregate Bond (AGG) 13.7 $18M 165k 109.51
iShares S&P MidCap 400 Index (IJH) 11.0 $15M 83k 173.95
iShares S&P 500 Index (IVV) 8.8 $12M 48k 243.41
iShares iBoxx $ High Yid Corp Bond (HYG) 8.4 $11M 125k 88.39
iShares S&P 500 Value Index (IVE) 5.7 $7.5M 72k 104.96
Ishares Inc em mkt min vol (EEMV) 5.6 $7.3M 132k 55.40
iShares S&P 500 Growth Index (IVW) 5.2 $6.8M 50k 136.85
Wisdomtree Tr em lcl debt (ELD) 5.0 $6.6M 175k 37.93
Db-x Msci Eafe Currency-hedged (DBEF) 5.0 $6.6M 219k 30.02
iShares Barclays TIPS Bond Fund (TIP) 4.7 $6.1M 54k 113.43
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 4.5 $6.0M 98k 60.89
Vanguard Short-Term Bond ETF (BSV) 3.8 $5.0M 63k 79.85
iShares Barclays 20+ Yr Treas.Bond (TLT) 3.6 $4.8M 38k 125.12
iShares Dow Jones US Real Estate (IYR) 3.1 $4.1M 51k 79.76
iShares S&P SmallCap 600 Index (IJR) 2.7 $3.6M 51k 70.11
iShares Russell 2000 Value Index (IWN) 1.2 $1.6M 14k 118.86
iShares Russell 2000 Growth Index (IWO) 1.2 $1.6M 9.6k 168.79
iShares S&P/Citi Intl Treasury Bond (IGOV) 1.1 $1.4M 15k 95.68
Amazon (AMZN) 0.6 $732k 732.00 1000.00
Schwab International Equity ETF (SCHF) 0.5 $611k 19k 31.79
Schwab Strategic Tr us lrg cap etf (SCHX) 0.5 $609k 11k 57.79
iShares S&P SmallCap 600 Value Idx (IJS) 0.4 $534k 3.8k 139.83
iShares S&P SmallCap 600 Growth (IJT) 0.4 $531k 3.4k 155.95
Bank of America Corporation (BAC) 0.3 $426k 18k 24.23
Vanguard REIT ETF (VNQ) 0.3 $377k 4.5k 83.26
Ishares Tr core strm usbd (ISTB) 0.3 $360k 7.2k 50.22
Schwab Strategic Tr cmn (SCHV) 0.2 $306k 6.1k 50.13
iShares MSCI ACWI ex US Index Fund (ACWX) 0.2 $295k 6.5k 45.56
Pimco Exch Traded Fund (LDUR) 0.2 $274k 2.7k 101.44
Eli Lilly & Co. (LLY) 0.2 $267k 3.2k 82.23
Schwab U S Small Cap ETF (SCHA) 0.2 $240k 3.8k 63.91
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $235k 3.7k 63.16
Pimco Etf Tr 0-5 high yield (HYS) 0.2 $233k 2.3k 101.26
Ryder System (R) 0.1 $190k 2.6k 72.08
Ipath Dow Jones-aig Commodity (DJP) 0.1 $179k 7.9k 22.65
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $135k 1.2k 114.60
Schwab Strategic Tr us aggregate b (SCHZ) 0.1 $136k 2.6k 52.13
Wells Fargo & Company (WFC) 0.1 $121k 2.2k 55.40
Schwab Emerging Markets Equity ETF (SCHE) 0.1 $119k 4.8k 25.03
Schwab Strategic Tr us reit etf (SCHH) 0.1 $120k 2.9k 41.08
Schwab Intl Small Cap Equity ETF (SCHC) 0.1 $99k 2.9k 33.77
Procter & Gamble Company (PG) 0.1 $78k 896.00 87.05
Vantiv Inc Cl A 0.1 $72k 1.1k 63.21
Sch Us Mid-cap Etf etf (SCHM) 0.0 $37k 7.8k 4.76
Graphic Packaging Holding Company (GPK) 0.0 $21k 1.5k 13.67
Ishares Tr cmn (GOVT) 0.0 $30k 1.2k 24.96
iShares Silver Trust (SLV) 0.0 $7.0k 400.00 17.50
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $19k 225.00 84.44
Ishares Inc core msci emkt (IEMG) 0.0 $10k 197.00 50.76
NVIDIA Corporation (NVDA) 0.0 $0 3.00 0.00
ACCO Brands Corporation (ACCO) 0.0 $0 11.00 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 msci frntr 100 (FM) 0.0 $0 12.00 0.00
Snap Inc cl a (SNAP) 0.0 $0 5.00 0.00