$61 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 456 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 24.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HYG | Sell | ISHARES TRiboxx hi yd etf | $8,522,000 | +0.8% | 97,751 | -0.0% | 13.96% | +5.7% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $5,587,000 | -14.5% | 71,367 | -15.7% | 9.15% | -10.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $4,920,000 | -10.6% | 25,328 | -12.8% | 8.06% | -6.2% |
| TIP | Sell | ISHARES TRtips bd etf | $4,525,000 | +0.5% | 39,178 | -1.6% | 7.41% | +5.4% |
| IEMG | Sell | ISHARES INCcore msci emkt | $4,382,000 | -19.7% | 85,180 | -19.3% | 7.18% | -15.8% |
| IEFA | Sell | ISHARES TRcores msci eafe | $3,301,000 | -11.5% | 53,770 | -12.4% | 5.41% | -7.2% |
| NEAR | Sell | ISHARES US ETF TRsht mat bd etf | $2,932,000 | -2.6% | 58,256 | -2.7% | 4.80% | +2.1% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $2,224,000 | -23.5% | 25,451 | -24.0% | 3.64% | -19.9% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,414,000 | +1.1% | 7,887 | -2.7% | 2.32% | +6.0% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,328,000 | -5.2% | 11,389 | -8.3% | 2.18% | -0.6% |
| AGG | Sell | ISHARES TRcore us aggbd et | $597,000 | -58.6% | 5,358 | -59.5% | 0.98% | -56.6% |
| SCHM | Sell | SCWAB STRATEGIC TRus mid-cap etf | $589,000 | +0.2% | 10,322 | -2.8% | 0.96% | +5.1% |
| SCHF | Sell | SCWAB STRATEGIC TRintl eqty etf | $540,000 | -11.2% | 16,836 | -13.3% | 0.88% | -6.9% |
| ISTB | Sell | ISHARES TRcore st usdb etf | $405,000 | -1.5% | 8,039 | -2.4% | 0.66% | +3.3% |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $356,000 | +0.6% | 4,426 | -0.4% | 0.58% | +5.4% |
| IJS | Sell | ISHARES TRcore smc600vl etf | $332,000 | -37.4% | 2,234 | -37.8% | 0.54% | -34.3% |
| IJT | Sell | ISHARES TRsp smcp600gr etf | $329,000 | -22.4% | 1,801 | -24.2% | 0.54% | -18.6% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $284,000 | -0.4% | 2,139 | -5.1% | 0.46% | +4.5% |
| IYR | Sell | ISHARES TRu.s real es etf | $279,000 | -0.7% | 3,196 | -0.9% | 0.46% | +4.1% |
| SCHV | Sell | SCWAB STRATEGIC TRus lcap gr etf | $274,000 | -1.8% | 4,888 | -4.2% | 0.45% | +3.0% |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $245,000 | -3.9% | 2,447 | -4.3% | 0.40% | +0.8% |
| SCHG | Sell | SCWAB STRATEGIC TRus lcap gr etf | $218,000 | -3.1% | 2,614 | -7.8% | 0.36% | +1.7% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $181,000 | -0.5% | 1,271 | -5.2% | 0.30% | +4.2% |
| HYS | Sell | PIMCO EFT TR0-5 high yield | $124,000 | -6.1% | 1,239 | -6.2% | 0.20% | -1.5% |
| SCHH | Sell | SCWAB STRATEGIC TRus reit etf | $121,000 | -6.9% | 2,715 | -7.5% | 0.20% | -2.5% |
| SCHC | Sell | SCWAB STRATEGIC TRintl sceqt etf | $109,000 | -22.7% | 3,325 | -24.0% | 0.18% | -19.1% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $73,000 | +4.3% | 584 | -0.7% | 0.12% | +10.1% |
| IDLV | Sell | INVESCO EXCHANGE TRADED FD TRs&p intl low | $71,000 | -22.0% | 2,090 | -24.7% | 0.12% | -18.3% |
| IDMO | Sell | INVESCO EXCHANGE TRADED FD TRs&p intl momnt | $64,000 | -20.0% | 2,420 | -21.8% | 0.10% | -16.0% |
| GPK | Sell | GRAPHIC PACKAGING HLDG CO | $32,000 | -76.1% | 2,261 | -78.8% | 0.05% | -75.1% |
| DGRO | Sell | ISHARES TRcore div grwth | $27,000 | +3.8% | 698 | -0.6% | 0.04% | +7.3% |
| PGHY | Sell | INVESCO EXCHNG TRADED FD TRgbl srt trm hy | $12,000 | -84.2% | 516 | -85.5% | 0.02% | -83.2% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $2,000 | -80.0% | 31 | -76.7% | 0.00% | -81.2% |
| EQR | Sell | EQUITY RESIDENTIALsh ben int | $1,000 | 0.0% | 8 | -11.1% | 0.00% | 0.0% |
| CUZ | Sell | COUSINS PPTYS INC | $0 | – | 12 | -76.0% | 0.00% | – |
| MFGP | Sell | MICRO FOCUS INTERNATIONAL PLspon adr new | $0 | -100.0% | 19 | -17.4% | 0.00% | -100.0% |
| ESV | Sell | ENSCO PLC | $0 | – | 14 | -76.3% | 0.00% | – |
| CYTR | Exit | CYTRX CORP | $0 | – | -6 | -100.0% | 0.00% | – |
| BMS | Exit | BEMIS INC | $0 | – | -7 | -100.0% | 0.00% | – |
| FRAN | Exit | FRANCESCAS HLDGS CORP | $0 | – | -27 | -100.0% | 0.00% | – |
| BKLN | Sell | INVESCO EXCHNG TRADED FD TRsr ln etf | $0 | – | 3 | -62.5% | 0.00% | – |
| ITG | Sell | INVESTMENT TECHNOLOGY GRP NE | $0 | – | 9 | -25.0% | 0.00% | – |
| DWDP | Exit | DOWDUPONT INC | $0 | – | -24 | -100.0% | -0.00% | – |
| SCHZ | Exit | SCWAB STRATEGIC TRus aggregate b | $0 | – | -106 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-05
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.