$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 24.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HYG | Sell | ISHARES TRiboxx hi yd etf | $5,447,000 | -36.1% | 62,486 | -36.1% | 11.68% | -16.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $4,443,000 | -9.7% | 22,995 | -9.2% | 9.52% | +18.2% |
| IEFA | Sell | ISHARES TRcores msci eafe | $3,260,000 | -1.2% | 53,388 | -0.7% | 6.99% | +29.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,864,000 | -48.7% | 36,797 | -48.4% | 6.14% | -32.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,394,000 | -45.4% | 48,846 | -42.7% | 5.13% | -28.5% |
| TIP | Sell | ISHARES TRtips bd etf | $1,918,000 | -57.6% | 16,496 | -57.9% | 4.11% | -44.5% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,706,000 | -23.3% | 18,298 | -28.1% | 3.66% | +0.4% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,359,000 | -3.9% | 7,549 | -4.3% | 2.91% | +25.8% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,296,000 | -2.4% | 10,877 | -4.5% | 2.78% | +27.7% |
| ISTB | Sell | ISHARES TRcore st usdb etf | $372,000 | -8.1% | 7,360 | -8.4% | 0.80% | +20.2% |
| IXUS | Sell | ISHARES TRcore msci total | $352,000 | -12.7% | 6,100 | -11.2% | 0.76% | +14.4% |
| IJT | Sell | ISHARES TRsp smcp600gr etf | $320,000 | -2.7% | 1,793 | -0.4% | 0.69% | +27.3% |
| IJS | Sell | ISHARES TRcore smc600vl etf | $319,000 | -3.9% | 2,127 | -4.8% | 0.68% | +25.7% |
| IYR | Sell | ISHARES TRu.s real es etf | $291,000 | +4.3% | 3,113 | -2.6% | 0.62% | +36.5% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $287,000 | +1.1% | 2,004 | -6.3% | 0.62% | +32.3% |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $267,000 | -25.0% | 3,304 | -25.4% | 0.57% | -1.9% |
| EMB | Sell | ISHARES TRjp mor em mk etf | $261,000 | -70.9% | 2,302 | -70.9% | 0.56% | -61.9% |
| FBND | Sell | FIDELITYtotal bd etf | $243,000 | +1.2% | 4,693 | -0.0% | 0.52% | +32.6% |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $204,000 | -16.7% | 2,037 | -16.8% | 0.44% | +9.0% |
| NEAR | Sell | ISHARES US ETF TRsht mat bd etf | $178,000 | -93.9% | 3,530 | -93.9% | 0.38% | -92.0% |
| LRGF | Sell | ISHARES TRmultifactor usa | $146,000 | -28.8% | 4,570 | -29.2% | 0.31% | -6.8% |
| PXH | Sell | INVESCO EXCHNG TRADED FD TRftse rafi emng | $79,000 | -12.2% | 3,934 | -5.7% | 0.17% | +15.0% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $74,000 | +1.4% | 582 | -0.3% | 0.16% | +32.5% |
| DGRO | Sell | ISHARES TRcore div grwth | $27,000 | 0.0% | 693 | -0.7% | 0.06% | +31.8% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $14,000 | -76.7% | 304 | -76.5% | 0.03% | -69.4% |
| USMV | Sell | ISHARES TRmin vol usa etf | $11,000 | 0.0% | 171 | -1.2% | 0.02% | +33.3% |
| INTF | Sell | ISHARES TRmultifactor intl | $6,000 | -76.9% | 250 | -74.3% | 0.01% | -69.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,000 | -96.6% | 8 | -96.2% | 0.00% | -95.7% |
| SPNV | Exit | SUPERIOR ENERGY SVCS INC | $0 | – | -17 | -100.0% | 0.00% | – |
| BKLN | Exit | INVESCO EXCHNG TRADED FD TRsr ln etf | $0 | – | -3 | -100.0% | 0.00% | – |
| ESV | Exit | ENSCO PLC | $0 | – | -14 | -100.0% | 0.00% | – |
| CRAY | Exit | CRAY INC | $0 | – | -7 | -100.0% | 0.00% | – |
| APC | Exit | ANADARKO PETE CORP | $0 | – | -6 | -100.0% | 0.00% | – |
| ITG | Exit | INVESTMENT TECHNOLOGY GRP NE | $0 | – | -9 | -100.0% | 0.00% | – |
| WP | Exit | WORLDPAY INCcl a | $0 | – | -920 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-15
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.