$55.3 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 129 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 20.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HYG | Buy | ISHARES TRiboxx hi yd etf | $6,137,000 | +13.3% | 70,303 | +8.9% | 11.09% | +1.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $5,243,000 | +11.4% | 22,810 | -10.2% | 9.48% | -0.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $4,912,000 | +12.0% | 13,084 | +0.3% | 8.88% | -0.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $3,773,000 | +38.6% | 60,816 | +17.9% | 6.82% | +23.6% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $3,497,000 | +12.2% | 38,048 | -14.3% | 6.32% | +0.1% |
| IEFA | Sell | ISHARES TRcores msci eafe | $3,177,000 | +9.4% | 45,985 | -4.6% | 5.74% | -2.5% |
| ELD | Buy | WISDOMTREE TRem lcl debt fd | $3,157,000 | +12.5% | 90,754 | +2.7% | 5.70% | +0.3% |
| TIP | Buy | ISHARES TRtips bd etf | $2,556,000 | +26.6% | 20,020 | +25.4% | 4.62% | +12.9% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $2,125,000 | +10.1% | 25,019 | +2.4% | 3.84% | -1.8% |
| SCHX | Buy | SCWAB STRATEGIC TRus lrg cap etf | $1,865,000 | +17.1% | 20,501 | +3.8% | 3.37% | +4.5% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,387,000 | +10.8% | 10,833 | -2.7% | 2.51% | -1.2% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,283,000 | -11.4% | 20,104 | +220.9% | 2.32% | -21.0% |
| GPK | Sell | GRAPHIC PACKAGING HLDG CO | $1,165,000 | -2.3% | 68,774 | -18.7% | 2.10% | -12.9% |
| AGG | Buy | ISHARES TRcore us aggbd et | $898,000 | +7.5% | 7,601 | +7.4% | 1.62% | -4.1% |
| SCHM | SCWAB STRATEGIC TRus mid-cap etf | $855,000 | +22.3% | 12,838 | 0.0% | 1.54% | +9.0% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $676,000 | +25.9% | 2,359 | -2.7% | 1.22% | +12.3% |
| AAPL | Buy | APPLE INC | $656,000 | +17.6% | 4,940 | +2.5% | 1.18% | +4.8% |
| BAC | Sell | BANK AMER CORP | $545,000 | +24.4% | 17,996 | -1.0% | 0.98% | +10.9% |
| SCHA | Sell | SCWAB STRATEGIC TRus sml cap etf | $542,000 | +29.4% | 6,086 | -0.8% | 0.98% | +15.3% |
| SCHF | Sell | SCWAB STRATEGIC TRintl eqty etf | $520,000 | +14.5% | 14,435 | -0.1% | 0.94% | +2.2% |
| FBND | FIDELITY MERRIMACK STR TRtotal bd etf | $460,000 | +0.7% | 8,474 | 0.0% | 0.83% | -10.3% | |
| LLY | LILLY ELI & CO | $444,000 | +14.1% | 2,627 | 0.0% | 0.80% | +1.8% | |
| SCHG | SCWAB STRATEGIC TRus lcap gr etf | $398,000 | +11.5% | 3,103 | 0.0% | 0.72% | -0.6% | |
| SCHV | SCWAB STRATEGIC TRus lcap gr etf | $389,000 | +14.1% | 6,531 | 0.0% | 0.70% | +1.7% | |
| EMB | Buy | ISHARES TRjp mor em mk etf | $357,000 | +30.3% | 3,081 | +24.8% | 0.64% | +16.2% |
| IJS | Buy | ISHARES TRcore smc600vl etf | $345,000 | +7.1% | 4,241 | +61.1% | 0.62% | -4.6% |
| IJT | Buy | ISHARES TRsp smcp600gr etf | $340,000 | +4.9% | 2,975 | +62.2% | 0.61% | -6.5% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $331,000 | +29.3% | 3,220 | +117.7% | 0.60% | +15.2% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $323,000 | +24.2% | 2,454 | -6.2% | 0.58% | +10.8% |
| QUAL | Sell | ISHARES TRusa quality fctr | $313,000 | +6.5% | 2,689 | -5.2% | 0.57% | -5.0% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $308,000 | +7.3% | 1,951 | +10.9% | 0.56% | -4.3% |
| AMZN | Buy | AMAZON COM INC | $296,000 | +36.4% | 91 | +31.9% | 0.54% | +21.6% |
| SPLV | Sell | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $282,000 | -34.3% | 5,019 | -37.2% | 0.51% | -41.3% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $255,000 | +74.7% | 14,064 | +73.0% | 0.46% | +55.7% |
| EEMV | Sell | ISHARESmin vol emrg mkt | $249,000 | -72.2% | 4,073 | -75.0% | 0.45% | -75.2% |
| IYR | Sell | ISHARES TRu.s real es etf | $244,000 | +1.7% | 2,843 | -5.6% | 0.44% | -9.3% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $225,000 | +8.7% | 5,336 | -0.5% | 0.41% | -2.9% |
| FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $215,000 | +60.4% | 3,124 | +32.4% | 0.39% | +43.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $194,000 | +31.1% | 2,839 | +13.1% | 0.35% | +17.0% |
| IXUS | Sell | ISHARES TRcore msci total | $188,000 | -1.6% | 2,802 | -14.6% | 0.34% | -12.1% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $185,000 | +0.5% | 1,812 | +0.6% | 0.33% | -10.5% |
| SLV | New | ISHARES SILVER TRishares | $185,000 | – | 7,515 | +100.0% | 0.33% | – |
| IWM | Buy | ISHARES TRrussell 2000 etf | $165,000 | +61.8% | 839 | +23.7% | 0.30% | +44.0% |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $164,000 | -44.2% | 1,983 | -44.0% | 0.30% | -50.3% |
| HD | Buy | HOME DEPOT INC | $164,000 | +29.1% | 618 | +35.2% | 0.30% | +15.2% |
| SCHE | Sell | SCWAB STRATEGIC TRemrd mkteq etf | $157,000 | +13.8% | 5,123 | -0.3% | 0.28% | +1.4% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $156,000 | +9.9% | 2,857 | +11.1% | 0.28% | -2.1% |
| DJP | Buy | BARCLAYS BK PLCdjubs cmdt etn36 | $155,000 | +13.1% | 7,095 | +0.6% | 0.28% | +0.7% |
| LRGF | Buy | ISHARES TRmultifactor usa | $152,000 | +23.6% | 4,032 | +9.1% | 0.28% | +10.4% |
| TFC | TRUIST FINL CORP | $144,000 | +26.3% | 3,000 | 0.0% | 0.26% | +12.6% | |
| MSFT | Buy | MICROSOFT CORP | $140,000 | +25.0% | 631 | +19.1% | 0.25% | +11.5% |
| SCHH | SCWAB STRATEGIC TRus reit etf | $140,000 | +7.7% | 3,674 | 0.0% | 0.25% | -3.8% | |
| R | RYDER SYS INC | $132,000 | +46.7% | 2,136 | 0.0% | 0.24% | +31.3% | |
| SO | Sell | SOUTHERN CO | $128,000 | +4.9% | 2,090 | -7.1% | 0.23% | -6.5% |
| NVDA | Buy | NVIDIA CORP | $126,000 | +50.0% | 241 | +54.5% | 0.23% | +34.1% |
| FIS | FIDELITY NATL INFORMATION SV | $124,000 | -3.9% | 875 | 0.0% | 0.22% | -14.2% | |
| BRKB | BERSHIRE HATHAWAY INC DELcl b new | $106,000 | +9.3% | 455 | 0.0% | 0.19% | -2.5% | |
| ISTB | ISHARES TRcore st usdb etf | $102,000 | -27.7% | 2,733 | 0.0% | 0.18% | -35.7% | |
| PG | PROCTOR AND GAMBLE CO | $101,000 | 0.0% | 728 | 0.0% | 0.18% | -10.7% | |
| IGOV | Buy | ISHARES TRintl trea bd etf | $85,000 | +6.2% | 1,529 | +1.6% | 0.15% | -4.9% |
| IWR | Sell | ISHARES TRrus md cap gr etf | $82,000 | +15.5% | 1,196 | -3.5% | 0.15% | +2.8% |
| JNJ | JOHNSON & JOHNSON | $81,000 | 0.0% | 542 | 0.0% | 0.15% | -11.0% | |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $78,000 | +11.4% | 2,422 | +2.7% | 0.14% | -0.7% |
| DGRO | Sell | ISHARES TRcore div grwth | $68,000 | +65.9% | 1,518 | -0.3% | 0.12% | +48.2% |
| SCHC | SCWAB STRATEGIC TRintl sceqt etf | $66,000 | +15.8% | 1,755 | 0.0% | 0.12% | +2.6% | |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $58,000 | +1.8% | 420 | -0.9% | 0.10% | -9.5% |
| NEAR | Sell | ISHARES US ETF TRsht mat bd etf | $58,000 | -42.0% | 1,160 | -42.2% | 0.10% | -48.3% |
| HDV | Buy | ISHARES TRcore high dv etf | $56,000 | +12.0% | 635 | +2.3% | 0.10% | 0.0% |
| WFC | WELLS FARGO CO NEW | $54,000 | +28.6% | 1,776 | 0.0% | 0.10% | +15.3% | |
| AMAT | APPLIED MATLS INC | $48,000 | +45.5% | 555 | 0.0% | 0.09% | +29.9% | |
| T | AT&T | $47,000 | 0.0% | 1,648 | 0.0% | 0.08% | -10.5% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $46,000 | +58.6% | 197 | +97.0% | 0.08% | +40.7% |
| CLTL | INVESCO EXCHANGE TRADED FD Ttreas colaterl | $45,000 | 0.0% | 425 | 0.0% | 0.08% | -11.0% | |
| SCHZ | SCWAB STRATEGIC TRus aggregate b | $42,000 | 0.0% | 750 | 0.0% | 0.08% | -10.6% | |
| AMD | ADVANCED MICRO DEVICES INC | $37,000 | +12.1% | 400 | 0.0% | 0.07% | 0.0% | |
| CDNS | CADENCE DESIGN SYSTEM INC | $34,000 | +25.9% | 250 | 0.0% | 0.06% | +10.9% | |
| USMV | New | ISHARES TRmsci usa min vol | $33,000 | – | 480 | +100.0% | 0.06% | – |
| SNPS | SYNOPSYS INC | $32,000 | +18.5% | 125 | 0.0% | 0.06% | +5.5% | |
| INTC | Buy | INTEL CORP | $32,000 | -3.0% | 635 | +0.6% | 0.06% | -13.4% |
| PAYC | PAYCOM SOFTWARE INC | $31,000 | +47.6% | 68 | 0.0% | 0.06% | +30.2% | |
| GOOGL | ALPHABET INCcap stk cl a | $26,000 | +18.2% | 15 | 0.0% | 0.05% | +4.4% | |
| TSLA | New | TESLA INC | $26,000 | – | 37 | +100.0% | 0.05% | – |
| SCHP | Buy | SCWAB STRATEGIC TRus tips etf | $26,000 | +30.0% | 417 | +26.7% | 0.05% | +14.6% |
| IBB | ISHARES TRnasdaq biotech | $25,000 | +13.6% | 165 | 0.0% | 0.04% | 0.0% | |
| V | VISA INC | $25,000 | +8.7% | 114 | 0.0% | 0.04% | -4.3% | |
| BIDU | New | BAIDU INC | $24,000 | – | 110 | +100.0% | 0.04% | – |
| IXC | New | ISHARES TRglobal energ etf | $23,000 | – | 1,132 | +100.0% | 0.04% | – |
| IVZ | INVESCO LTD | $21,000 | +50.0% | 1,200 | 0.0% | 0.04% | +35.7% | |
| XOM | Buy | EXXON MOBIL CORP | $19,000 | +18.8% | 471 | +0.2% | 0.03% | +6.2% |
| EFAV | Sell | ISHARES TRmin vol eafe etf | $16,000 | -11.1% | 217 | -16.2% | 0.03% | -19.4% |
| TAN | New | INVESCO EXCHNG TRADED FD TRsolar etf | $16,000 | – | 153 | +100.0% | 0.03% | – |
| XLNX | XILINX INC | $15,000 | 0.0% | 140 | 0.0% | 0.03% | -10.0% | |
| MTUM | Sell | ISHARES TRusa momentum fct | $14,000 | -91.6% | 88 | -92.2% | 0.02% | -92.6% |
| ADBE | Buy | ADOBE INC | $13,000 | +44.4% | 26 | +44.4% | 0.02% | +27.8% |
| EPRT | Buy | ESSENTIAL PPTYS RLTY TR INC | $11,000 | +10.0% | 529 | +1.1% | 0.02% | 0.0% |
| GOOG | ALPHABET INCcap stk cl c | $9,000 | +28.6% | 5 | 0.0% | 0.02% | +14.3% | |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $9,000 | 0.0% | 176 | -14.6% | 0.02% | -11.1% |
| DIS | DISNEY WALT CO | $9,000 | +50.0% | 50 | 0.0% | 0.02% | +33.3% | |
| LEVI | LEVI STRAUSS & CO NEW | $6,000 | +50.0% | 300 | 0.0% | 0.01% | +37.5% | |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $5,000 | – | 50 | +100.0% | 0.01% | – |
| HPQ | Buy | HP INC | $5,000 | +25.0% | 205 | +1.0% | 0.01% | +12.5% |
| CAG | Buy | CONAGRA BANDS INC | $4,000 | 0.0% | 101 | +1.0% | 0.01% | -12.5% |
| SBUX | STARBUCKS CORP | $3,000 | +50.0% | 27 | 0.0% | 0.01% | +25.0% | |
| ACWI | ISHARES TRmsci acwi etf | $3,000 | 0.0% | 33 | 0.0% | 0.01% | -16.7% | |
| NKLA | Buy | NIKOLA CORP | $3,000 | +50.0% | 205 | +105.0% | 0.01% | +25.0% |
| CNHI | CNH INDL N V | $2,000 | +100.0% | 167 | 0.0% | 0.00% | +100.0% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $2,000 | 0.0% | 191 | +1.6% | 0.00% | 0.0% |
| VVI | Sell | VIAD CORP | $2,000 | -50.0% | 42 | -20.8% | 0.00% | -50.0% |
| NFLX | NETFLIX INC | $2,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| BA | BOEING CO | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| New | DRAFTKINGS INC | $1,000 | – | 24 | +100.0% | 0.00% | – | |
| TD | New | TORONTO DOMINION BK ONT | $1,000 | – | 10 | +100.0% | 0.00% | – |
| SNAP | SNAP INCcl a | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| UBER | Sell | UBER TECHNOLOGIES INC | $1,000 | 0.0% | 10 | -61.5% | 0.00% | 0.0% |
| PCY | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $0 | – | 6 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $0 | – | 7 | 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% | – | |
| HYS | PIMCO EFT TR0-5 high yield | $0 | – | 5 | 0.0% | 0.00% | – | |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | – | 3 | 0.0% | 0.00% | – | |
| DD | Buy | DUPONT DE NEMOURS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| DAL | DELTA AIR LINES INC DEL | $0 | – | 10 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $0 | – | 14 | 0.0% | 0.00% | – | |
| CTVA | Buy | CORTEVA INC | $0 | – | 0 | +100.0% | 0.00% | – |
| CNNE | CANNAE HLDGS INC | $0 | – | 1 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
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 | 2024-02-12 |
| 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 |
| 13F-HR | 2021-11-01 |
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.