$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 22.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,385,000 | +4.4% | 13,047 | -3.8% | 8.89% | -1.3% |
| IEFA | Sell | ISHARES TRcores msci eafe | $2,905,000 | +3.1% | 48,190 | -2.3% | 5.89% | -2.5% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,448,000 | +5.2% | 6,265 | -5.6% | 2.93% | -0.6% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,252,000 | +1.6% | 11,130 | -2.2% | 2.54% | -3.9% |
| GPK | Sell | GRAPHIC PACKAGING HLDG CO | $1,192,000 | -6.9% | 84,585 | -7.6% | 2.42% | -12.0% |
| EEMV | Sell | ISHARESmin vol emrg mkt | $897,000 | +4.7% | 16,263 | -1.4% | 1.82% | -1.0% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $537,000 | +6.5% | 2,424 | -0.4% | 1.09% | +0.7% |
| SPLV | Sell | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $429,000 | -7.7% | 7,992 | -14.6% | 0.87% | -12.8% |
| SCHA | Sell | SCWAB STRATEGIC TRus sml cap etf | $419,000 | +1.5% | 6,136 | -2.9% | 0.85% | -4.1% |
| IJT | Sell | ISHARES TRsp smcp600gr etf | $324,000 | +2.5% | 1,834 | -1.5% | 0.66% | -3.0% |
| IJS | Sell | ISHARES TRcore smc600vl etf | $322,000 | +0.9% | 2,633 | -0.8% | 0.65% | -4.5% |
| QUAL | Sell | ISHARES TRusa quality fctr | $294,000 | +7.7% | 2,836 | -0.4% | 0.60% | +1.9% |
| IXUS | Sell | ISHARES TRcore msci total | $191,000 | +0.5% | 3,280 | -6.0% | 0.39% | -4.9% |
| MTUM | Sell | ISHARES TRusa momentum fct | $167,000 | -62.7% | 1,130 | -67.0% | 0.34% | -64.8% |
| ISTB | Sell | ISHARES TRcore st usdb etf | $141,000 | -26.2% | 2,733 | -26.3% | 0.29% | -30.1% |
| DJP | Sell | BARCLAYS BK PLCdjubs cmdt etn36 | $137,000 | +6.2% | 7,056 | -4.1% | 0.28% | +0.4% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $102,000 | +1.0% | 678 | -4.1% | 0.21% | -4.6% |
| IWR | Sell | ISHARES TRrus md cap gr etf | $71,000 | +1.4% | 1,240 | -5.0% | 0.14% | -4.0% |
| SCHC | Sell | SCWAB STRATEGIC TRintl sceqt etf | $57,000 | -6.6% | 1,755 | -15.4% | 0.12% | -11.5% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $57,000 | -24.0% | 424 | -23.5% | 0.12% | -28.0% |
| XOM | Sell | EXXON MOBIL CORP | $16,000 | -30.4% | 470 | -7.5% | 0.03% | -34.7% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $9,000 | -10.0% | 206 | -6.8% | 0.02% | -14.3% |
| HYS | Sell | PIMCO EFT TR0-5 high yield | $0 | -100.0% | 5 | -97.4% | 0.00% | -100.0% |
| PCY | Sell | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $0 | -100.0% | 6 | -99.3% | 0.00% | -100.0% |
| PXH | Exit | INVESCO EXCHNG TRADED FD TRftse rafi emng | $0 | – | -410 | -100.0% | -0.02% | – |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -226 | -100.0% | -0.02% | – |
| PGHY | Exit | INVESCO EXCHNG TRADED FD TRgbl srt trm hy | $0 | – | -516 | -100.0% | -0.02% | – |
| IDMO | Exit | INVESCO EXCHANGE TRADED FD TRs&p intl momnt | $0 | – | -520 | -100.0% | -0.03% | – |
| IDLV | Exit | INVESCO EXCHANGE TRADED FD TRs&p intl low | $0 | – | -765 | -100.0% | -0.04% | – |
| FENY | Exit | FIDELITY COVINGTON TRmsci energy idx | $0 | – | -2,371 | -100.0% | -0.05% | – |
| SPMO | Exit | INVESCO EXCHANGE TRADED FD TRs&p500 momntm | $0 | – | -788 | -100.0% | -0.07% | – |
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.