$48.4 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 123 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFC | New | TRUIST FINL CORP | $169,000 | – | 3,000 | +100.0% | 0.35% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $110,000 | – | 662 | +100.0% | 0.23% | – |
| IWR | New | ISHARES TRrus md cap gr etf | $37,000 | – | 625 | +100.0% | 0.08% | – |
| IVZ | New | INVESCO LTD | $27,000 | – | 1,500 | +100.0% | 0.06% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $21,000 | – | 100 | +100.0% | 0.04% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $13,000 | – | 50 | +100.0% | 0.03% | – |
| EPRT | New | ESSENTIAL PPTYS RLTY TR INC | $12,000 | – | 500 | +100.0% | 0.02% | – |
| SBUX | New | STARBUCKS CORP | $2,000 | – | 27 | +100.0% | 0.00% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $1,000 | – | 6 | +100.0% | 0.00% | – |
| SCHB | New | SCWAB STRATEGIC TRus brd mkt etf | $1,000 | – | 15 | +100.0% | 0.00% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $1,000 | – | 12 | +100.0% | 0.00% | – |
| TFI | New | SPDR SERIES TRUSTnuveen brc munic | $0 | – | 4 | +100.0% | 0.00% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $0 | – | 3 | +100.0% | 0.00% | – |
| UBER | New | UBER TECHNOLOGIES INC | $0 | – | 10 | +100.0% | 0.00% | – |
| VIG | New | VANGUARD GROUPdiv app etf | $0 | – | 1 | +100.0% | 0.00% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | 11 | +100.0% | 0.00% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $0 | – | 1 | +100.0% | 0.00% | – |
| VTEB | New | VANGUARD MUN BD FDtax exempt bd | $0 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-04
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.