$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 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHV | SCWAB STRATEGIC TRus lcap gr etf | $294,000 | +6.1% | 4,888 | 0.0% | 0.61% | +2.2% | |
| SCHG | SCWAB STRATEGIC TRus lcap gr etf | $243,000 | +10.5% | 2,614 | 0.0% | 0.50% | +6.4% | |
| LDUR | PIMCO ETF TRenhncd lw dur ac | $203,000 | -0.5% | 2,037 | 0.0% | 0.42% | -4.1% | |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $163,000 | +8.7% | 4,469 | 0.0% | 0.34% | +4.7% | |
| HYS | PIMCO EFT TR0-5 high yield | $124,000 | 0.0% | 1,239 | 0.0% | 0.26% | -3.8% | |
| SCHC | SCWAB STRATEGIC TRintl sceqt etf | $106,000 | 0.0% | 3,325 | 0.0% | 0.22% | -3.5% | |
| AMZN | AMAZON COM INC | $78,000 | +6.8% | 42 | 0.0% | 0.16% | +3.2% | |
| IDMO | INVESCO EXCHANGE TRADED FD TRs&p intl momnt | $68,000 | +6.2% | 2,420 | 0.0% | 0.14% | +2.2% | |
| HDV | ISHARES TRcore high dv etf | $28,000 | +3.7% | 283 | 0.0% | 0.06% | 0.0% | |
| PCY | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $25,000 | 0.0% | 845 | 0.0% | 0.05% | -3.7% | |
| SCHP | SCWAB STRATEGIC TRus tips etf | $20,000 | 0.0% | 346 | 0.0% | 0.04% | -4.7% | |
| PGHY | INVESCO EXCHNG TRADED FD TRgbl srt trm hy | $12,000 | 0.0% | 516 | 0.0% | 0.02% | -3.8% | |
| HYLB | DBX ETF TRxtrack usd high | $12,000 | 0.0% | 231 | 0.0% | 0.02% | -3.8% | |
| LEVI | LEVI STRAUSS & CO NEW | $6,000 | 0.0% | 300 | 0.0% | 0.01% | -7.7% | |
| CAG | CONAGRA BANDS INC | $5,000 | 0.0% | 158 | 0.0% | 0.01% | -9.1% | |
| VVI | VIAD CORP | $3,000 | 0.0% | 42 | 0.0% | 0.01% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $3,000 | +50.0% | 30 | 0.0% | 0.01% | +50.0% | |
| CNHI | CNH INDL N V | $2,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% | |
| CNNE | CANNAE HLDGS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | – | 3 | 0.0% | 0.00% | – | |
| FM | ISHARESmsci frntr100etf | $0 | – | 9 | 0.0% | 0.00% | – | |
| FILL | ISHARESglb enr prod etf | $0 | – | 10 | 0.0% | 0.00% | – | |
| MFGP | MICRO FOCUS INTERNATIONAL PLspon adr new | $0 | – | 19 | 0.0% | 0.00% | – | |
| MGI | MONEYGRAM INTL INC | $0 | – | 18 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| SNAP | SNAP INCcl a | $0 | – | 5 | 0.0% | 0.00% | – | |
| SWN | SOUTHWESTERN ENERGY CO | $0 | – | 33 | 0.0% | 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.