CLEAR INVESTMENT RESEARCH, LLC - Q3 2019 holdings

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$46.6 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 452 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 13.3% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
IVV BuyISHARES TRcore s&p500 etf$4,202,000
+4.1%
14,076
+2.8%
9.01%
+36.3%
ELD BuyWISDOMTREE TRem lcl debt fd$2,637,000
+2.0%
76,635
+4.8%
5.65%
+33.5%
EEMV BuyISHARESmin vol emrg mkt$1,004,000
-2.0%
17,592
+1.2%
2.15%
+28.3%
SPLV BuyINVESCO EXCHNG TRADED FD TRs&p500 low vol$814,000
+39.4%
14,063
+32.5%
1.74%
+82.5%
AGG BuyISHARES TRcore us aggbd et$708,000
+18.6%
6,255
+16.7%
1.52%
+55.2%
IWO BuyISHARES TRrus 2000 grw etf$602,000
-2.3%
3,125
+1.9%
1.29%
+27.8%
SCHF BuySCWAB STRATEGIC TRintl eqty etf$537,000
-0.6%
16,848
+0.1%
1.15%
+30.2%
MTUM BuyISHARES TRusa momentum fct$510,000
+8.5%
4,279
+7.9%
1.09%
+41.9%
SCHE BuySCWAB STRATEGIC TRemrd mkteq etf$241,000
-4.0%
9,590
+0.1%
0.52%
+25.8%
SCZ BuyISHARES TReafe sml cp etf$185,000
+2.2%
3,229
+2.2%
0.40%
+34.1%
IWP BuyISHARES TRrus md cp gr etf$181,0000.0%1,280
+0.7%
0.39%
+31.1%
QUAL BuyISHARES TRusa quality fctr$168,000
+63.1%
1,819
+61.4%
0.36%
+113.0%
DJP BuyBARCLAYS BK PLCdjubs cmdt etn36$144,000
-2.0%
6,628
+0.2%
0.31%
+28.2%
SO BuySOUTHERN CO$140,000
+566.7%
2,262
+484.5%
0.30%
+782.4%
FIS BuyFIDELITY NATL INFORMATION SV$117,000
+3800.0%
879
+3155.6%
0.25%
+4920.0%
T BuyAT&T$102,000
+78.9%
2,827
+66.1%
0.22%
+135.5%
IGOV BuyISHARES TRintl trea bd etf$98,0000.0%1,935
+0.2%
0.21%
+31.2%
IDLV BuyINVESCO EXCHANGE TRADED FD TRs&p intl low$73,000
+2.8%
2,148
+2.8%
0.16%
+34.5%
AMZN BuyAMAZON COM INC$73,000
+4.3%
42
+13.5%
0.16%
+35.7%
JNJ BuyJOHNSON & JOHNSON$57,000
-1.7%
438
+4.5%
0.12%
+28.4%
GPK BuyGRAPHIC PACKAGING HLDG CO$34,000
+6.2%
2,273
+0.5%
0.07%
+40.4%
HDV BuyISHARES TRcore high dv etf$27,000
+3.8%
283
+1.1%
0.06%
+34.9%
HYLB BuyDBX ETF TRxtrack usd high$12,000
+9.1%
231
+1.8%
0.03%
+44.4%
ENB NewENBRIDGE INC$10,000–298
+100.0%
0.02%–
BA BuyBOEING CO$6,000
+50.0%
17
+70.0%
0.01%
+85.7%
CAG BuyCONAGRA BANDS INC$5,000
+25.0%
158
+0.6%
0.01%
+57.1%
HPQ BuyHP INC$4,0000.0%195
+0.5%
0.01%
+28.6%
V BuyVISA INC$4,000
+100.0%
23
+155.6%
0.01%
+200.0%
HPE BuyHEWLETT PACKARD ENTERPRISE C$3,0000.0%196
+0.5%
0.01%
+20.0%
ACWI BuyISHARES TRmsci acwi etf$2,0000.0%32
+3.2%
0.00%
+33.3%
ABBV BuyABBVIE INC$1,0000.0%10
+42.9%
0.00%0.0%
OXY BuyOCCIDENTAL PETE CORP DEL$0–4
+33.3%
0.00%–
VALPQ NewVALARIS PLC$0–14
+100.0%
0.00%–
FRANQ NewFRANCESCAS HLDGS CORP$0–2
+100.0%
0.00%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2019-10-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR35Q3 202312.9%
ISHARES TR35Q3 202314.6%
ISHARES TR35Q3 202310.4%
ISHARES TR35Q3 20238.2%
ISHARES TR35Q3 202321.7%
ISHARES TR35Q3 202310.2%
ISHARES TR35Q3 20237.7%
ISHARES TR35Q3 20237.3%
ISHARES TR35Q3 20237.3%
ISHARES35Q3 20236.9%

View CLEAR INVESTMENT RESEARCH, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-02
13F-HR2024-02-12
13F-HR2023-11-07
13F-HR2023-08-09
13F-HR2023-05-09
13F-HR2023-02-10
13F-HR2022-11-01
13F-HR2022-08-05
13F-HR2022-05-02
13F-HR2022-01-24

View CLEAR INVESTMENT RESEARCH, LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (46620000.0 != 46651000.0)
  • The reported number of holdings is incorrect (452 != 451)

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