$65.2 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 154 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 11.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJH | Sell | ISHARES TRcore s&p mcp etf | $6,130,000 | +5.1% | 21,655 | -2.3% | 9.40% | -0.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $6,029,000 | +6.2% | 12,639 | -4.1% | 9.24% | +0.5% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $4,440,000 | -17.0% | 51,026 | -16.6% | 6.80% | -21.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $4,134,000 | +2.6% | 69,062 | +5.9% | 6.34% | -2.9% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $4,080,000 | +2.7% | 35,633 | -2.0% | 6.25% | -2.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $3,531,000 | +7.2% | 30,436 | -5.9% | 5.41% | +1.4% |
| IEFA | Buy | ISHARES TRcores msci eafe | $3,344,000 | +0.8% | 44,800 | +0.3% | 5.12% | -4.6% |
| TIP | Buy | ISHARES TRtips bd etf | $2,753,000 | +1.8% | 21,306 | +0.6% | 4.22% | -3.7% |
| SCHX | Sell | SCWAB STRATEGIC TRus lrg cap etf | $2,338,000 | +9.1% | 20,545 | -0.3% | 3.58% | +3.2% |
| AAPL | Buy | APPLE INC | $2,258,000 | +25.5% | 12,718 | +0.0% | 3.46% | +18.8% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $1,973,000 | +11.6% | 18,632 | +11.3% | 3.02% | +5.6% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,517,000 | +6.5% | 9,682 | -1.1% | 2.32% | +0.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,396,000 | +5.6% | 16,687 | -6.7% | 2.14% | -0.1% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $1,224,000 | +141.9% | 37,136 | +142.8% | 1.88% | +128.8% |
| SCHM | SCWAB STRATEGIC TRus mid-cap etf | $1,013,000 | +4.9% | 12,596 | 0.0% | 1.55% | -0.8% | |
| AGG | Buy | ISHARES TRcore us aggbd et | $941,000 | +1.1% | 8,246 | +1.7% | 1.44% | -4.4% |
| BAC | Sell | BANK AMER CORP | $791,000 | +3.5% | 17,777 | -1.2% | 1.21% | -2.1% |
| DLTR | DOLLAR TREE INC | $731,000 | +46.8% | 5,200 | 0.0% | 1.12% | +38.8% | |
| LLY | LILLY ELI & CO | $726,000 | +19.6% | 2,627 | 0.0% | 1.11% | +13.2% | |
| GOOG | ALPHABET INCcap stk cl c | $709,000 | +8.6% | 245 | 0.0% | 1.09% | +2.7% | |
| SCHA | Buy | SCWAB STRATEGIC TRus sml cap etf | $627,000 | +2.5% | 6,119 | +0.0% | 0.96% | -3.0% |
| MSFT | Buy | MICROSOFT CORP | $558,000 | +21.0% | 1,657 | +1.3% | 0.86% | +14.5% |
| SCHF | Buy | SCWAB STRATEGIC TRintl eqty etf | $555,000 | +0.4% | 14,288 | +0.1% | 0.85% | -5.0% |
| SCHG | Sell | SCWAB STRATEGIC TRus lcap gr etf | $526,000 | +10.5% | 3,213 | -0.0% | 0.81% | +4.5% |
| SCHV | SCWAB STRATEGIC TRus lcap gr etf | $478,000 | +8.4% | 6,531 | 0.0% | 0.73% | +2.7% | |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $457,000 | +1.3% | 1,559 | +1.6% | 0.70% | -4.2% |
| IAU | Buy | ISHARES GOLD TRishares new | $455,000 | +5.6% | 13,083 | +1.5% | 0.70% | -0.1% |
| FBND | FIDELITY MERRIMACK STR TRtotal bd etf | $449,000 | -0.2% | 8,474 | 0.0% | 0.69% | -5.6% | |
| EMB | Buy | ISHARES TRjp mor em mk etf | $409,000 | +4.6% | 3,754 | +5.7% | 0.63% | -0.9% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $394,000 | +4.8% | 2,371 | +1.0% | 0.60% | -0.8% |
| SCHP | Buy | SCWAB STRATEGIC TRus tips etf | $390,000 | +21.5% | 6,207 | +21.0% | 0.60% | +15.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $366,000 | +5.8% | 2,141 | +0.0% | 0.56% | 0.0% |
| IJS | Sell | ISHARES TRcore smc600vl etf | $364,000 | +3.7% | 3,480 | -0.3% | 0.56% | -1.9% |
| IJT | Sell | ISHARES TRsp smcp600gr etf | $363,000 | +3.4% | 2,614 | -3.3% | 0.56% | -2.3% |
| QUAL | Sell | ISHARES TRusa quality fctr | $362,000 | +7.7% | 2,486 | -2.5% | 0.56% | +2.0% |
| IYR | Buy | ISHARES TRu.s real es etf | $322,000 | +17.9% | 2,769 | +3.8% | 0.49% | +11.8% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $316,000 | +1.9% | 2,130 | -0.7% | 0.48% | -3.6% |
| AMZN | AMAZON COM INC | $287,000 | +1.4% | 86 | 0.0% | 0.44% | -3.9% | |
| GOOGL | ALPHABET INCcap stk cl a | $275,000 | +8.3% | 95 | 0.0% | 0.42% | +2.4% | |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $275,000 | +2.6% | 14,103 | +0.3% | 0.42% | -3.0% |
| NVDA | Buy | NVIDIA CORP | $272,000 | +47.0% | 924 | +3.5% | 0.42% | +39.0% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $266,000 | +20.4% | 4,998 | +10.0% | 0.41% | +14.0% |
| LOW | LOWES COS INC | $258,000 | +27.1% | 1,000 | 0.0% | 0.40% | +20.1% | |
| HD | Buy | HOME DEPOT INC | $254,000 | +28.9% | 611 | +1.7% | 0.39% | +21.9% |
| EEMV | Sell | ISHARESmin vol emrg mkt | $253,000 | -0.8% | 4,031 | -0.8% | 0.39% | -6.1% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $251,000 | +51.2% | 3,106 | +53.2% | 0.38% | +43.1% |
| CVS | CVS HEALTH GROUP | $248,000 | +21.6% | 2,400 | 0.0% | 0.38% | +15.2% | |
| IXUS | Buy | ISHARES TRcore msci total | $219,000 | +2.3% | 3,084 | +2.6% | 0.34% | -3.2% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $198,000 | +2.1% | 889 | +0.3% | 0.30% | -3.5% |
| LRGF | ISHARES TRmultifactor usa | $197,000 | +10.7% | 4,234 | 0.0% | 0.30% | +4.9% | |
| SCHH | SCWAB STRATEGIC TRus reit etf | $194,000 | +15.5% | 3,674 | 0.0% | 0.30% | +9.2% | |
| DJP | BARCLAYS BK PLCdjubs cmdt etn36 | $191,000 | 0.0% | 6,537 | 0.0% | 0.29% | -5.2% | |
| PG | PROCTOR AND GAMBLE CO | $185,000 | +17.1% | 1,128 | 0.0% | 0.28% | +10.9% | |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $181,000 | -9.0% | 1,800 | -7.9% | 0.28% | -14.0% |
| R | RYDER SYS INC | $176,000 | -0.6% | 2,136 | 0.0% | 0.27% | -5.9% | |
| TFC | Sell | TRUIST FINL CORP | $166,000 | -5.7% | 2,837 | -5.4% | 0.25% | -10.9% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $156,000 | +2.0% | 2,136 | +4.0% | 0.24% | -3.6% |
| SCHE | Buy | SCWAB STRATEGIC TRemrd mkteq etf | $153,000 | -3.2% | 5,174 | +0.1% | 0.23% | -8.6% |
| FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $150,000 | -9.6% | 2,607 | +0.7% | 0.23% | -14.5% |
| SO | SOUTHERN CO | $143,000 | +10.0% | 2,090 | 0.0% | 0.22% | +3.8% | |
| BRKB | Buy | BERSHIRE HATHAWAY INC DELcl b new | $136,000 | +7.9% | 456 | +0.2% | 0.21% | +2.0% |
| SPLV | Sell | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $135,000 | -21.1% | 1,962 | -30.4% | 0.21% | -25.3% |
| WFC | WELLS FARGO CO NEW | $131,000 | +3.1% | 2,734 | 0.0% | 0.20% | -2.4% | |
| ISTB | ISHARES TRcore st usdb etf | $121,000 | -1.6% | 2,401 | 0.0% | 0.18% | -7.0% | |
| PFE | PFIZER INC | $118,000 | +37.2% | 2,000 | 0.0% | 0.18% | +30.2% | |
| SCHD | Buy | SCWAB STRATEGIC TRus dividend eq | $113,000 | +10.8% | 1,403 | +1.7% | 0.17% | +4.8% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $109,000 | -3.5% | 2,054 | -3.0% | 0.17% | -8.7% |
| FIS | FIDELITY NATL INFORMATION SV | $96,000 | -10.3% | 876 | 0.0% | 0.15% | -15.0% | |
| BBY | BEST BUY INC | $91,000 | -4.2% | 900 | 0.0% | 0.14% | -9.7% | |
| IGOV | Buy | ISHARES TRintl trea bd etf | $91,000 | -2.2% | 1,813 | +0.2% | 0.14% | -7.9% |
| AMAT | APPLIED MATLS INC | $87,000 | +22.5% | 555 | 0.0% | 0.13% | +15.7% | |
| DGRO | Sell | ISHARES TRcore div grwth | $80,000 | +8.1% | 1,445 | -1.8% | 0.12% | +2.5% |
| SCHC | SCWAB STRATEGIC TRintl sceqt etf | $72,000 | -1.4% | 1,755 | 0.0% | 0.11% | -6.8% | |
| HDV | Sell | ISHARES TRcore high dv etf | $64,000 | +6.7% | 629 | -0.5% | 0.10% | +1.0% |
| MDT | MEDTRONIC PLC | $62,000 | -17.3% | 600 | 0.0% | 0.10% | -21.5% | |
| CLTL | INVESCO EXCHANGE TRADED FD Ttreas colaterl | $60,000 | 0.0% | 566 | 0.0% | 0.09% | -5.2% | |
| AMD | AIRBNB INC | $59,000 | +40.5% | 405 | 0.0% | 0.09% | +32.4% | |
| NEAR | Sell | ISHARES US ETF TRsht mat bd etf | $56,000 | -9.7% | 1,125 | -8.5% | 0.09% | -14.0% |
| HYS | Sell | PIMCO EFT TR0-5 high yield | $55,000 | -3.5% | 558 | -2.3% | 0.08% | -8.7% |
| SLV | Buy | ISHARES SILVER TRishares | $52,000 | +6.1% | 2,419 | +1.3% | 0.08% | +1.3% |
| CDNS | CADENCE DESIGN SYSTEM INC | $47,000 | +23.7% | 250 | 0.0% | 0.07% | +16.1% | |
| SNPS | SYNOPSYS INC | $46,000 | +24.3% | 125 | 0.0% | 0.07% | +18.3% | |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $45,000 | +7.1% | 461 | +1.3% | 0.07% | +1.5% |
| NFLX | Buy | NETFLIX INC | $44,000 | +37.5% | 73 | +37.7% | 0.07% | +28.8% |
| TSLA | TESLA INC | $43,000 | +34.4% | 41 | 0.0% | 0.07% | +26.9% | |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $43,000 | +4.9% | 935 | +0.6% | 0.07% | 0.0% |
| WBA | WALGREENS BOOT ALLIANCE INC | $42,000 | +10.5% | 800 | 0.0% | 0.06% | +3.2% | |
| T | AT&T | $41,000 | -8.9% | 1,648 | 0.0% | 0.06% | -13.7% | |
| PAYC | PAYCOM SOFTWARE INC | $41,000 | -16.3% | 98 | 0.0% | 0.06% | -20.3% | |
| SCHZ | SCWAB STRATEGIC TRus aggregate b | $40,000 | -2.4% | 750 | 0.0% | 0.06% | -7.6% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $34,000 | +6.2% | 425 | -1.4% | 0.05% | 0.0% |
| IXC | Buy | ISHARES TRglobal energ etf | $32,000 | +3.2% | 1,179 | +2.5% | 0.05% | -2.0% |
| ADBE | Buy | ADOBE INC | $31,000 | +121.4% | 55 | +120.0% | 0.05% | +108.7% |
| XLNX | XILINX INC | $30,000 | +42.9% | 140 | 0.0% | 0.05% | +35.3% | |
| XOM | EXXON MOBIL CORP | $29,000 | +3.6% | 472 | 0.0% | 0.04% | -2.2% | |
| GENERAL ELECTRIC CO | $28,000 | -9.7% | 300 | 0.0% | 0.04% | -14.0% | ||
| LQD | ISHARES TRiboxx inv cp etf | $27,000 | 0.0% | 204 | 0.0% | 0.04% | -6.8% | |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $26,000 | 0.0% | 577 | +0.3% | 0.04% | -4.8% |
| PAVE | GLOBAL X FDSus infr dev etf | $25,000 | +13.6% | 866 | 0.0% | 0.04% | +5.6% | |
| IBB | ISHARES TRnasdaq biotech | $25,000 | -7.4% | 165 | 0.0% | 0.04% | -13.6% | |
| V | VISA INC | $24,000 | -4.0% | 113 | 0.0% | 0.04% | -7.5% | |
| IVZ | INVESCO LTD | $23,000 | -4.2% | 1,000 | 0.0% | 0.04% | -10.3% | |
| NFRA | Buy | FLEXSHARES TRstoxx globr inf | $22,000 | +4.8% | 379 | +0.8% | 0.03% | 0.0% |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $21,000 | +16.7% | 200 | 0.0% | 0.03% | +10.3% | |
| GNRC | GENERAC HLDGS INC | $18,000 | -10.0% | 50 | 0.0% | 0.03% | -12.5% | |
| INTC | INTEL CORP | $18,000 | 0.0% | 341 | 0.0% | 0.03% | -3.4% | |
| EFAV | ISHARES TRmin vol eafe etf | $17,000 | +6.2% | 217 | 0.0% | 0.03% | 0.0% | |
| EPRT | Buy | ESSENTIAL PPTYS RLTY TR INC | $16,000 | +6.7% | 550 | +0.9% | 0.02% | +4.2% |
| BIDU | BAIDU INC | $16,000 | -5.9% | 110 | 0.0% | 0.02% | -10.7% | |
| MTUM | ISHARES TRusa momentum fct | $16,000 | +6.7% | 87 | 0.0% | 0.02% | +4.2% | |
| IDXX | IDEXX LABS INC | $16,000 | 0.0% | 25 | 0.0% | 0.02% | -3.8% | |
| IWR | Buy | ISHARES TRrus md cap gr etf | $15,000 | +7.1% | 176 | +1.1% | 0.02% | 0.0% |
| TAN | INVESCO EXCHNG TRADED FD TRsolar etf | $15,000 | -6.2% | 197 | 0.0% | 0.02% | -11.5% | |
| F | New | FORD MTR CO DEL | $10,000 | – | 500 | +100.0% | 0.02% | – |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $9,000 | -25.0% | 75 | -10.7% | 0.01% | -26.3% |
| HPQ | Buy | HP INC | $8,000 | +33.3% | 210 | +0.5% | 0.01% | +20.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $8,000 | – | 53 | +2550.0% | 0.01% | – |
| LEVI | LEVI STRAUSS & CO NEW | $8,000 | +14.3% | 300 | 0.0% | 0.01% | +9.1% | |
| DIS | Buy | DISNEY WALT CO | $8,000 | 0.0% | 51 | +2.0% | 0.01% | -7.7% |
| ARKK | ARK ETF TRinnovation etf | $7,000 | -12.5% | 69 | 0.0% | 0.01% | -15.4% | |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $5,000 | 0.0% | 45 | -2.2% | 0.01% | 0.0% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $5,000 | 0.0% | 86 | +1.2% | 0.01% | 0.0% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $4,000 | +33.3% | 34 | +3.0% | 0.01% | +20.0% |
| CAG | Buy | CONAGRA BANDS INC | $4,000 | 0.0% | 104 | +1.0% | 0.01% | 0.0% |
| DRAFTKINGS INC | $3,000 | -40.0% | 106 | 0.0% | 0.01% | -37.5% | ||
| UBER | UBER TECHNOLOGIES INC | $3,000 | 0.0% | 68 | 0.0% | 0.01% | 0.0% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $3,000 | 0.0% | 197 | +0.5% | 0.01% | 0.0% |
| CNHI | CNH INDL N V | $3,000 | 0.0% | 167 | 0.0% | 0.01% | 0.0% | |
| SBUX | STARBUCKS CORP | $3,000 | 0.0% | 25 | 0.0% | 0.01% | 0.0% | |
| VTRS | VIATRIS INC | $3,000 | 0.0% | 248 | 0.0% | 0.01% | 0.0% | |
| NKLA | NIKOLA CORP | $2,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
| VVI | VIAD CORP | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| SNAP | Buy | SNAP INCcl a | $1,000 | 0.0% | 23 | +15.0% | 0.00% | 0.0% |
| TD | TORONTO DOMINION BK ONT | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| BA | Sell | BOEING CO | $1,000 | -50.0% | 3 | -70.0% | 0.00% | -33.3% |
| WAB | WABTEC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| GRWG | GROWGENERATION CORP | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -33.3% | |
| DAL | DELTA AIR LINES INC DEL | $0 | – | 10 | 0.0% | 0.00% | – | |
| CTVA | Buy | CORTEVA INC | $0 | – | 0 | +100.0% | 0.00% | – |
| COIN | COINBASE GLOBAL INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| CNNE | CANNAE HLDGS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| DD | Buy | DUPONT DE NEMOURS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | – | 3 | 0.0% | 0.00% | – | |
| BLNK | BLINK CHARGING CO | $0 | – | 10 | 0.0% | 0.00% | – | |
| MGI | MONEYGRAM INTL INC | $0 | – | 18 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTERNATIONAL PLspon adr new | $0 | – | 19 | 0.0% | 0.00% | – | ||
| KRNY | KEARNY FINL CORP MD | $0 | – | 30 | 0.0% | 0.00% | – | |
| PCY | Sell | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $0 | – | 4 | -33.3% | 0.00% | – |
| FM | ISHARESmsci frntr100etf | $0 | – | 9 | 0.0% | 0.00% | – | |
| FILL | ISHARESglb enr prod etf | $0 | – | 11 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $0 | – | 14 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-24
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.