$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $9,734,000 | +6.8% | 74,009 | -1.1% | 6.99% | -0.5% |
| IEFA | Sell | ISHARES TRcores msci eafe | $8,778,000 | +3.2% | 151,483 | -4.5% | 6.30% | -3.9% |
| 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% |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $372,000 | -10.6% | 4,507 | -10.5% | 0.27% | -16.8% |
| 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% |
| SHY | Sell | ISHARES TR1-3 yr tr bd etf | $19,000 | -17.4% | 220 | -19.4% | 0.01% | -22.2% |
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.