$127 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 30 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Sell | ISHARES TRcore us aggbd et | $15,344,000 | -26.2% | 136,490 | -26.1% | 12.16% | -44.0% |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $3,669,000 | -58.5% | 45,388 | -58.3% | 2.91% | -68.5% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $3,101,000 | +6.1% | 24,977 | -0.7% | 2.46% | -19.5% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $500,000 | 0.0% | 4,006 | -6.4% | 0.40% | -24.1% |
| IJT | Sell | ISHARES TRsp smcp600gr etf | $497,000 | -0.4% | 3,628 | -6.7% | 0.39% | -24.4% |
| VTA | Exit | INVESCO DYNAMIC CR OPP FD | $0 | – | -328 | -100.0% | -0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 38 | Q2 2024 | 12.9% |
| ISHARES TR | 38 | Q2 2024 | 11.7% |
| ISHARES TR | 38 | Q2 2024 | 14.6% |
| ISHARES TR | 38 | Q2 2024 | 8.2% |
| ISHARES TR | 38 | Q2 2024 | 21.7% |
| ISHARES TR | 38 | Q2 2024 | 10.2% |
| ISHARES TR | 38 | Q2 2024 | 7.7% |
| ISHARES TR | 38 | Q2 2024 | 7.3% |
| ISHARES TR | 38 | Q2 2024 | 7.3% |
| ISHARES | 38 | Q2 2024 | 6.9% |
View CLEAR INVESTMENT RESEARCH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-02 |
View CLEAR INVESTMENT RESEARCH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.