$49.5 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 120 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 20.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HYG | Buy | ISHARES TRiboxx hi yd etf | $5,417,000 | +7.1% | 64,561 | +4.2% | 10.98% | +1.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $4,706,000 | +6.0% | 25,395 | +1.7% | 9.54% | +0.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,116,000 | +6.1% | 44,371 | +3.2% | 6.32% | +0.3% |
| ELD | Buy | WISDOMTREE TRem lcl debt fd | $2,806,000 | +7.8% | 88,391 | +8.4% | 5.69% | +1.9% |
| IEMG | Buy | ISHARES INCcore msci emkt | $2,723,000 | +11.1% | 51,574 | +0.1% | 5.52% | +5.0% |
| TIP | Buy | ISHARES TRtips bd etf | $2,019,000 | +6.2% | 15,962 | +3.2% | 4.09% | +0.4% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,930,000 | +8.4% | 24,441 | +7.8% | 3.91% | +2.5% |
| SCHX | Buy | SCWAB STRATEGIC TRus lrg cap etf | $1,592,000 | +11.3% | 19,745 | +2.3% | 3.23% | +5.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $835,000 | +1.6% | 7,074 | +1.7% | 1.69% | -4.0% |
| AAPL | Buy | APPLE INC | $558,000 | +50.8% | 4,818 | +375.1% | 1.13% | +42.6% |
| SCHF | Buy | SCWAB STRATEGIC TRintl eqty etf | $454,000 | +9.7% | 14,452 | +3.8% | 0.92% | +3.7% |
| SCHG | Buy | SCWAB STRATEGIC TRus lcap gr etf | $357,000 | +27.0% | 3,103 | +12.1% | 0.72% | +20.1% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $294,000 | +1.7% | 3,541 | +1.7% | 0.60% | -3.9% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $287,000 | -0.3% | 1,759 | +0.3% | 0.58% | -5.7% |
| EMB | Buy | ISHARES TRjp mor em mk etf | $274,000 | +10.0% | 2,468 | +8.4% | 0.56% | +3.9% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $260,000 | +2.4% | 2,617 | +0.3% | 0.53% | -3.1% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $256,000 | +9.4% | 1,479 | +0.1% | 0.52% | +3.4% |
| IYR | Buy | ISHARES TRu.s real es etf | $240,000 | +1.7% | 3,011 | +0.8% | 0.49% | -4.0% |
| AMZN | Buy | AMAZON COM INC | $217,000 | +79.3% | 69 | +56.8% | 0.44% | +69.9% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $207,000 | +16.3% | 5,361 | +6.6% | 0.42% | +9.7% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $184,000 | +2.2% | 1,801 | +1.9% | 0.37% | -3.4% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $148,000 | +11.3% | 2,510 | +1.1% | 0.30% | +5.3% |
| IAU | New | ISHARES GOLD TRUSTishares | $146,000 | – | 8,128 | +100.0% | 0.30% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $142,000 | – | 2,572 | +100.0% | 0.29% | – |
| FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $134,000 | +31.4% | 2,359 | +17.1% | 0.27% | +24.2% |
| LRGF | Buy | ISHARES TRmultifactor usa | $123,000 | +7.9% | 3,696 | +0.7% | 0.25% | +2.0% |
| MSFT | Buy | MICROSOFT CORP | $112,000 | +4.7% | 530 | +0.4% | 0.23% | -0.9% |
| NVDA | Buy | NVIDIA CORP | $84,000 | +42.4% | 156 | +0.6% | 0.17% | +34.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $81,000 | +6.6% | 542 | +0.2% | 0.16% | +0.6% |
| IGOV | Buy | ISHARES TRintl trea bd etf | $80,000 | +5.3% | 1,505 | +1.3% | 0.16% | -0.6% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $70,000 | – | 2,358 | +39200.0% | 0.14% | – |
| HDV | Buy | ISHARES TRcore high dv etf | $50,000 | +42.9% | 621 | +44.1% | 0.10% | +34.7% |
| CLTL | Buy | INVESCO EXCHANGE TRADED FD Ttreas colaterl | $45,000 | +50.0% | 425 | +50.2% | 0.09% | +42.2% |
| SCHZ | Buy | SCWAB STRATEGIC TRus aggregate b | $42,000 | +13.5% | 750 | +13.3% | 0.08% | +7.6% |
| DGRO | Buy | ISHARES TRcore div grwth | $41,000 | 0.0% | 1,523 | +41.1% | 0.08% | -5.7% |
| INTC | Buy | INTEL CORP | $33,000 | -13.2% | 631 | +0.5% | 0.07% | -17.3% |
| AMD | New | ADVANCED MICRO DEVICES INC | $33,000 | – | 400 | +100.0% | 0.07% | – |
| IBB | New | ISHARES TRnasdaq biotech | $22,000 | – | 165 | +100.0% | 0.04% | – |
| EPRT | Buy | ESSENTIAL PPTYS RLTY TR INC | $10,000 | +25.0% | 523 | +1.6% | 0.02% | +17.6% |
| HPQ | Buy | HP INC | $4,000 | 0.0% | 203 | +1.0% | 0.01% | -11.1% |
| CAG | Buy | CONAGRA BANDS INC | $4,000 | 0.0% | 100 | +1.0% | 0.01% | -11.1% |
| VVI | Buy | VIAD CORP | $4,000 | +300.0% | 53 | +26.2% | 0.01% | +300.0% |
| LW | Buy | LAMB WESTON HLDGS INC | $2,000 | 0.0% | 31 | +3.3% | 0.00% | 0.0% |
| NKLA | New | NIKOLA CORP | $2,000 | – | 100 | +100.0% | 0.00% | – |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $2,000 | 0.0% | 188 | +1.1% | 0.00% | 0.0% |
| DD | Buy | DUPONT DE NEMOURS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| CTVA | Buy | CORTEVA INC | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-04
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.