$139 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 47 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 56.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJH | Buy | ISHARES TRcore s&p mcp etf | $16,714,000 | +9.8% | 97,617 | +6.0% | 12.00% | +2.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $15,815,000 | +5.3% | 145,771 | +4.9% | 11.36% | -2.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $12,544,000 | +6.8% | 52,866 | +1.3% | 9.01% | -0.5% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $11,283,000 | +9.3% | 128,533 | +7.8% | 8.10% | +1.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $9,734,000 | +6.8% | 74,009 | -1.1% | 6.99% | -0.5% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $9,724,000 | +6.0% | 93,466 | +3.3% | 6.98% | -1.3% |
| IEFA | Sell | ISHARES TRcores msci eafe | $8,778,000 | +3.2% | 151,483 | -4.5% | 6.30% | -3.9% |
| EEMV | Buy | ISHARESmin vol emrg mkt | $8,335,000 | +9.8% | 155,797 | +0.3% | 5.99% | +2.2% |
| DBEF | Buy | DBX ETF TRxtrak msci eafe | $6,522,000 | +12.5% | 220,427 | +6.7% | 4.68% | +4.7% |
| ELD | Buy | WISDOMTREE TRem lcl debt fd | $6,402,000 | +10.2% | 170,304 | +4.8% | 4.60% | +2.6% |
| TIP | Buy | ISHARES TRtips bd etf | $5,983,000 | +6.8% | 52,181 | +5.4% | 4.30% | -0.6% |
| IYR | Buy | ISHARES TRu.s real es etf | $5,883,000 | +7.3% | 74,946 | +5.2% | 4.22% | -0.1% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $4,734,000 | +8.2% | 39,218 | +6.8% | 3.40% | +0.8% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $3,738,000 | +1.8% | 46,885 | +1.4% | 2.68% | -5.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,437,000 | +11.0% | 49,689 | +120.7% | 2.47% | +3.4% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $2,822,000 | +4.3% | 23,879 | +4.9% | 2.03% | -2.9% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $2,797,000 | +4.5% | 17,300 | -0.5% | 2.01% | -2.7% |
| IGOV | Sell | ISHARES TRintl trea bd etf | $1,384,000 | +1.4% | 15,138 | -0.4% | 0.99% | -5.6% |
| IJT | Buy | ISHARES TRsp smcp600gr etf | $526,000 | +4.6% | 3,435 | +2.4% | 0.38% | -2.6% |
| IJS | Buy | ISHARES TRcore smc600vl etf | $525,000 | +4.6% | 3,789 | +5.7% | 0.38% | -2.6% |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $372,000 | -10.6% | 4,507 | -10.5% | 0.27% | -16.8% |
| ISTB | Buy | ISHARES TRcore st usdb etf | $250,000 | +8.2% | 4,995 | +8.0% | 0.18% | +1.1% |
| ACWX | New | ISHARES TRmsci acwi ex us | $233,000 | – | 5,333 | +100.0% | 0.17% | – |
| DJP | Buy | BARCLAYS BK PLCdjubs cmdt etn36 | $197,000 | +10.1% | 8,391 | +13.7% | 0.14% | +2.2% |
| EMB | Sell | ISHARES TRjp mor em mk etf | $121,000 | +2.5% | 1,063 | -1.0% | 0.09% | -4.4% |
| SPLV | Sell | POWERSHARES ETF TR IIs&p500 low vol | $110,000 | -61.5% | 2,533 | -63.2% | 0.08% | -64.3% |
| GOVT | Sell | ISHARES TRus treasury etf | $71,000 | -15.5% | 2,834 | -16.3% | 0.05% | -21.5% |
| HYS | New | PIMCO EFT TR0-5 high yield | $61,000 | – | 608 | +100.0% | 0.04% | – |
| GPK | GRAPHIC PACKAGING HLDG CO | $44,000 | +2.3% | 3,436 | 0.0% | 0.03% | -3.0% | |
| BAC | New | BANK AMER CORP | $24,000 | – | 1,000 | +100.0% | 0.02% | – |
| SHY | Sell | ISHARES TR1-3 yr tr bd etf | $19,000 | -17.4% | 220 | -19.4% | 0.01% | -22.2% |
| MSFT | New | MICROSOFT CORP | $13,000 | – | 201 | +100.0% | 0.01% | – |
| TOWN | New | TOWNEBANK PORTSMOUTH VA | $10,000 | – | 300 | +100.0% | 0.01% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $8,000 | – | 100 | +100.0% | 0.01% | – |
| SLV | New | ISHARES SILVER TRUSTishares | $7,000 | – | 400 | +100.0% | 0.01% | – |
| AON | New | AOC PLC | $5,000 | – | 38 | +100.0% | 0.00% | – |
| IEMG | New | ISHARES TRcore msci emkt | $6,000 | – | 116 | +100.0% | 0.00% | – |
| AMZN | AMAZON COM INC | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
| F | New | FORD MTR CO DEL | $1,000 | – | 100 | +100.0% | 0.00% | – |
| ACWI | ISHARES TRmsci acwi etf | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| FM | ISHARESmsci frntr100etf | $0 | – | 12 | 0.0% | 0.00% | – | |
| CAL | New | CALERES INC | $0 | – | 10 | +100.0% | 0.00% | – |
| ALJ | New | ALON USA ENERGY INC | $0 | – | 10 | +100.0% | 0.00% | – |
| KE | New | KIMBALL ELECTRONICS INC | $0 | – | 7 | +100.0% | 0.00% | – |
| ACCO | New | ACCO BRANDS CORP | $0 | – | 11 | +100.0% | 0.00% | – |
| KBAL | New | KIMBALL INTL INCcl b | $0 | – | 10 | +100.0% | 0.00% | – |
| SNAP | New | SNAP INCcl a | $0 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 35 | Q3 2023 | 12.9% |
| ISHARES TR | 35 | Q3 2023 | 14.6% |
| ISHARES TR | 35 | Q3 2023 | 10.4% |
| ISHARES TR | 35 | Q3 2023 | 8.2% |
| ISHARES TR | 35 | Q3 2023 | 21.7% |
| ISHARES TR | 35 | Q3 2023 | 10.2% |
| ISHARES TR | 35 | Q3 2023 | 7.7% |
| ISHARES TR | 35 | Q3 2023 | 7.3% |
| ISHARES TR | 35 | Q3 2023 | 7.3% |
| ISHARES | 35 | Q3 2023 | 6.9% |
View CLEAR INVESTMENT RESEARCH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-01-24 |
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.