$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 26.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHM | SCWAB STRATEGIC TRus mid-cap etf | $699,000 | +3.4% | 12,838 | 0.0% | 1.42% | -2.2% | |
| FBND | FIDELITYtotal bd etf | $457,000 | 0.0% | 8,474 | 0.0% | 0.93% | -5.5% | |
| BAC | BANK AMER CORP | $438,000 | +1.4% | 18,177 | 0.0% | 0.89% | -4.1% | |
| LLY | LILLY ELI & CO | $389,000 | -9.7% | 2,627 | 0.0% | 0.79% | -14.7% | |
| SCHV | SCWAB STRATEGIC TRus lcap gr etf | $341,000 | +4.3% | 6,531 | 0.0% | 0.69% | -1.4% | |
| SCHE | SCWAB STRATEGIC TRemrd mkteq etf | $138,000 | +10.4% | 5,139 | 0.0% | 0.28% | +4.5% | |
| SCHH | SCWAB STRATEGIC TRus reit etf | $130,000 | +0.8% | 3,674 | 0.0% | 0.26% | -5.1% | |
| FIS | FIDELITY NATL INFORMATION SV | $129,000 | +10.3% | 875 | 0.0% | 0.26% | +4.0% | |
| HD | HOME DEPOT INC | $127,000 | +11.4% | 457 | 0.0% | 0.26% | +5.3% | |
| SO | SOUTHERN CO | $122,000 | +4.3% | 2,250 | 0.0% | 0.25% | -1.6% | |
| TFC | TRUIST FINL CORP | $114,000 | +0.9% | 3,000 | 0.0% | 0.23% | -4.5% | |
| PG | PROCTOR AND GAMBLE CO | $101,000 | +16.1% | 728 | 0.0% | 0.20% | +10.2% | |
| NEAR | ISHARES US ETF TRsht mat bd etf | $100,000 | 0.0% | 2,006 | 0.0% | 0.20% | -5.1% | |
| BRKB | BERSHIRE HATHAWAY INC DELcl b new | $97,000 | +19.8% | 455 | 0.0% | 0.20% | +13.2% | |
| R | RYDER SYS INC | $90,000 | +12.5% | 2,136 | 0.0% | 0.18% | +6.4% | |
| T | AT&T | $47,000 | -6.0% | 1,648 | 0.0% | 0.10% | -11.2% | |
| WFC | WELLS FARGO CO NEW | $42,000 | -6.7% | 1,776 | 0.0% | 0.08% | -11.5% | |
| AMAT | APPLIED MATLS INC | $33,000 | -2.9% | 555 | 0.0% | 0.07% | -8.2% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $29,000 | +31.8% | 100 | 0.0% | 0.06% | +25.5% | |
| CDNS | CADENCE DESIGN SYSTEM INC | $27,000 | +12.5% | 250 | 0.0% | 0.06% | +7.8% | |
| SNPS | SYNOPSYS INC | $27,000 | +12.5% | 125 | 0.0% | 0.06% | +7.8% | |
| V | VISA INC | $23,000 | +4.5% | 114 | 0.0% | 0.05% | 0.0% | |
| GOOGL | ALPHABET INCcap stk cl a | $22,000 | +4.8% | 15 | 0.0% | 0.04% | 0.0% | |
| PAYC | PAYCOM SOFTWARE INC | $21,000 | 0.0% | 68 | 0.0% | 0.04% | -4.4% | |
| SCHP | SCWAB STRATEGIC TRus tips etf | $20,000 | 0.0% | 329 | 0.0% | 0.04% | -4.7% | |
| EFAV | ISHARES TRmin vol eafe etf | $18,000 | +5.9% | 259 | 0.0% | 0.04% | 0.0% | |
| XLNX | XILINX INC | $15,000 | +7.1% | 140 | 0.0% | 0.03% | 0.0% | |
| IVZ | INVESCO LTD | $14,000 | +7.7% | 1,200 | 0.0% | 0.03% | 0.0% | |
| ADBE | ADOBE INC | $9,000 | +12.5% | 18 | 0.0% | 0.02% | +5.9% | |
| GOOG | ALPHABET INCcap stk cl c | $7,000 | 0.0% | 5 | 0.0% | 0.01% | -6.7% | |
| DIS | DISNEY WALT CO | $6,000 | 0.0% | 50 | 0.0% | 0.01% | -7.7% | |
| LEVI | LEVI STRAUSS & CO NEW | $4,000 | 0.0% | 300 | 0.0% | 0.01% | -11.1% | |
| ACWI | ISHARES TRmsci acwi etf | $3,000 | +50.0% | 33 | 0.0% | 0.01% | +50.0% | |
| SBUX | STARBUCKS CORP | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| BA | BOEING CO | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC | $2,000 | +100.0% | 3 | 0.0% | 0.00% | +100.0% | |
| CNHI | CNH INDL N V | $1,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $1,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INCcl a | $1,000 | – | 20 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | – | 3 | 0.0% | 0.00% | – | |
| MGI | MONEYGRAM INTL INC | $0 | – | 18 | 0.0% | 0.00% | – | |
| MFGP | MICRO FOCUS INTERNATIONAL PLspon adr new | $0 | – | 19 | 0.0% | 0.00% | – | |
| FILL | ISHARESglb enr prod etf | $0 | – | 11 | 0.0% | 0.00% | – | |
| FM | ISHARESmsci frntr100etf | $0 | – | 9 | 0.0% | 0.00% | – | |
| CNNE | CANNAE HLDGS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $0 | – | 14 | 0.0% | 0.00% | – | |
| DAL | DELTA AIR LINES INC DEL | $0 | – | 10 | 0.0% | 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.