$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 - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ACWX | New | ISHARES TRmsci acwi ex us | $233,000 | – | 5,333 | +100.0% | 0.17% | – |
HYS | New | PIMCO EFT TR0-5 high yield | $61,000 | – | 608 | +100.0% | 0.04% | – |
BAC | New | BANK AMER CORP | $24,000 | – | 1,000 | +100.0% | 0.02% | – |
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% | – |
F | New | FORD MTR CO DEL | $1,000 | – | 100 | +100.0% | 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.