$46.6 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 122 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 27.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJH | Sell | ISHARES TRcore s&p mcp etf | $4,440,000 | +20.1% | 24,969 | -2.8% | 9.52% | +5.9% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,200,000 | +12.8% | 13,562 | -5.9% | 9.00% | -0.6% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,936,000 | +20.4% | 42,990 | -1.1% | 6.29% | +6.2% |
| IEFA | Sell | ISHARES TRcores msci eafe | $2,818,000 | +4.3% | 49,308 | -9.0% | 6.04% | -8.1% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,452,000 | +16.4% | 51,514 | -1.0% | 5.26% | +2.6% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,377,000 | +22.5% | 6,634 | -2.6% | 2.95% | +8.0% |
| EEMV | Sell | ISHARESmin vol emrg mkt | $857,000 | +6.6% | 16,488 | -3.8% | 1.84% | -6.0% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $504,000 | +17.2% | 2,434 | -10.4% | 1.08% | +3.3% |
| SPLV | Sell | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $465,000 | -30.6% | 9,361 | -34.4% | 1.00% | -38.8% |
| MTUM | Sell | ISHARES TRusa momentum fct | $448,000 | -4.7% | 3,421 | -22.5% | 0.96% | -16.0% |
| SCHF | Sell | SCWAB STRATEGIC TRintl eqty etf | $414,000 | -11.7% | 13,919 | -23.4% | 0.89% | -22.3% |
| IJS | Sell | ISHARES TRcore smc600vl etf | $319,000 | +17.7% | 2,654 | -2.1% | 0.68% | +3.8% |
| IJT | Sell | ISHARES TRsp smcp600gr etf | $316,000 | +17.0% | 1,862 | -5.0% | 0.68% | +3.0% |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $289,000 | -5.6% | 3,482 | -6.4% | 0.62% | -16.7% |
| EMB | Sell | ISHARES TRjp mor em mk etf | $249,000 | +9.2% | 2,277 | -3.4% | 0.53% | -3.6% |
| ISTB | Sell | ISHARES TRcore st usdb etf | $191,000 | -22.7% | 3,710 | -24.2% | 0.41% | -31.9% |
| IXUS | Sell | ISHARES TRcore msci total | $190,000 | -31.4% | 3,491 | -40.8% | 0.41% | -39.6% |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $180,000 | -10.9% | 1,768 | -13.2% | 0.39% | -21.4% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $133,000 | -9.5% | 2,483 | -24.1% | 0.28% | -20.2% |
| SCHH | Sell | SCWAB STRATEGIC TRus reit etf | $129,000 | +31.6% | 3,674 | -87.8% | 0.28% | +16.4% |
| SCHE | Sell | SCWAB STRATEGIC TRemrd mkteq etf | $125,000 | -39.0% | 5,139 | -48.0% | 0.27% | -46.3% |
| LRGF | Sell | ISHARES TRmultifactor usa | $114,000 | -16.8% | 3,671 | -29.1% | 0.24% | -26.7% |
| MSFT | Sell | MICROSOFT CORP | $107,000 | +17.6% | 528 | -8.0% | 0.23% | +3.6% |
| NEAR | Sell | ISHARES US ETF TRsht mat bd etf | $100,000 | -16.7% | 2,006 | -18.7% | 0.21% | -26.7% |
| BRKB | Sell | BERSHIRE HATHAWAY INC DELcl b new | $81,000 | -11.0% | 455 | -9.0% | 0.17% | -21.3% |
| IGOV | Sell | ISHARES TRintl trea bd etf | $76,000 | +2.7% | 1,485 | -0.7% | 0.16% | -9.4% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $75,000 | +1.4% | 554 | -6.9% | 0.16% | -10.6% |
| SCHC | Sell | SCWAB STRATEGIC TRintl sceqt etf | $61,000 | -24.7% | 2,075 | -37.5% | 0.13% | -33.5% |
| INTC | Sell | INTEL CORP | $38,000 | -5.0% | 628 | -14.0% | 0.08% | -16.5% |
| SPMO | Sell | INVESCO EXCHANGE TRADED FD TRs&p500 momntm | $34,000 | -80.9% | 788 | -84.0% | 0.07% | -83.1% |
| IDLV | Sell | INVESCO EXCHANGE TRADED FD TRs&p intl low | $21,000 | -62.5% | 765 | -64.3% | 0.04% | -66.9% |
| SCHP | Sell | SCWAB STRATEGIC TRus tips etf | $20,000 | 0.0% | 329 | -3.5% | 0.04% | -12.2% |
| HYS | Sell | PIMCO EFT TR0-5 high yield | $18,000 | -83.0% | 192 | -84.5% | 0.04% | -84.9% |
| EFAV | Sell | ISHARES TRmin vol eafe etf | $17,000 | -26.1% | 259 | -29.6% | 0.04% | -35.7% |
| IDMO | Sell | INVESCO EXCHANGE TRADED FD TRs&p intl momnt | $15,000 | -73.2% | 520 | -78.5% | 0.03% | -76.5% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $10,000 | -9.1% | 221 | -25.3% | 0.02% | -22.2% |
| PXH | Sell | INVESCO EXCHNG TRADED FD TRftse rafi emng | $7,000 | -87.5% | 410 | -88.8% | 0.02% | -89.0% |
| SCHD | Exit | SCWAB STRATEGIC TRus dividend eq | $0 | – | -3 | -100.0% | 0.00% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -11 | -100.0% | 0.00% | – |
| VTEB | Exit | VANGUARD MUN BD FDtax exempt bd | $0 | – | -1 | -100.0% | 0.00% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -1 | -100.0% | 0.00% | – |
| VIG | Exit | VANGUARD GROUPdiv app etf | $0 | – | -1 | -100.0% | 0.00% | – |
| TFI | Exit | SPDR SERIES TRUSTnuveen brc munic | $0 | – | -4 | -100.0% | 0.00% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -3 | -100.0% | 0.00% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -12 | -100.0% | 0.00% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -6 | -100.0% | -0.00% | – |
| SCHB | Exit | SCWAB STRATEGIC TRus brd mkt etf | $0 | – | -15 | -100.0% | -0.00% | – |
| INTF | Exit | ISHARES TRmultifactor intl | $0 | – | -254 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-27
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.