$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJH | Sell | ISHARES TRcore s&p mcp etf | $5,243,000 | +11.4% | 22,810 | -10.2% | 9.48% | -0.7% |
| 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% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,387,000 | +10.8% | 10,833 | -2.7% | 2.51% | -1.2% |
| GPK | Sell | GRAPHIC PACKAGING HLDG CO | $1,165,000 | -2.3% | 68,774 | -18.7% | 2.10% | -12.9% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $676,000 | +25.9% | 2,359 | -2.7% | 1.22% | +12.3% |
| 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% |
| 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% |
| SPLV | Sell | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $282,000 | -34.3% | 5,019 | -37.2% | 0.51% | -41.3% |
| 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% |
| IXUS | Sell | ISHARES TRcore msci total | $188,000 | -1.6% | 2,802 | -14.6% | 0.34% | -12.1% |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $164,000 | -44.2% | 1,983 | -44.0% | 0.30% | -50.3% |
| SCHE | Sell | SCWAB STRATEGIC TRemrd mkteq etf | $157,000 | +13.8% | 5,123 | -0.3% | 0.28% | +1.4% |
| SO | Sell | SOUTHERN CO | $128,000 | +4.9% | 2,090 | -7.1% | 0.23% | -6.5% |
| IWR | Sell | ISHARES TRrus md cap gr etf | $82,000 | +15.5% | 1,196 | -3.5% | 0.15% | +2.8% |
| DGRO | Sell | ISHARES TRcore div grwth | $68,000 | +65.9% | 1,518 | -0.3% | 0.12% | +48.2% |
| 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% |
| EFAV | Sell | ISHARES TRmin vol eafe etf | $16,000 | -11.1% | 217 | -16.2% | 0.03% | -19.4% |
| MTUM | Sell | ISHARES TRusa momentum fct | $14,000 | -91.6% | 88 | -92.2% | 0.02% | -92.6% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $9,000 | 0.0% | 176 | -14.6% | 0.02% | -11.1% |
| VVI | Sell | VIAD CORP | $2,000 | -50.0% | 42 | -20.8% | 0.00% | -50.0% |
| UBER | Sell | UBER TECHNOLOGIES INC | $1,000 | 0.0% | 10 | -61.5% | 0.00% | 0.0% |
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 | 2024-05-02 |
| 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.