$51.1 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 153 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 18.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $5,298,000 | -12.1% | 11,678 | -7.6% | 10.38% | +12.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $4,566,000 | -25.5% | 17,014 | -21.4% | 8.94% | -4.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $3,295,000 | -6.7% | 30,407 | -0.1% | 6.45% | +19.3% |
| IEFA | Sell | ISHARES TRcores msci eafe | $3,093,000 | -7.5% | 44,490 | -0.7% | 6.06% | +18.2% |
| AAPL | Buy | APPLE INC | $2,222,000 | -1.6% | 12,722 | +0.0% | 4.35% | +25.7% |
| SCHX | Buy | SCWAB STRATEGIC TRus lrg cap etf | $2,218,000 | -5.1% | 41,197 | +100.5% | 4.34% | +21.3% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $2,177,000 | +77.9% | 71,622 | +92.9% | 4.26% | +127.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,828,000 | -55.2% | 16,947 | -52.4% | 3.58% | -42.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,806,000 | -56.3% | 32,516 | -52.9% | 3.54% | -44.2% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $1,801,000 | -8.7% | 17,159 | -7.9% | 3.53% | +16.7% |
| TIP | Sell | ISHARES TRtips bd etf | $1,625,000 | -41.0% | 13,047 | -38.8% | 3.18% | -24.6% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,292,000 | -14.8% | 8,299 | -14.3% | 2.53% | +8.9% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,113,000 | -20.3% | 14,565 | -12.7% | 2.18% | +1.9% |
| SCHM | Buy | SCWAB STRATEGIC TRus mid-cap etf | $961,000 | -5.1% | 12,669 | +0.6% | 1.88% | +21.2% |
| DLTR | DOLLAR TREE INC | $833,000 | +14.0% | 5,200 | 0.0% | 1.63% | +45.7% | |
| LLY | LILLY ELI & CO | $752,000 | +3.6% | 2,627 | 0.0% | 1.47% | +32.3% | |
| BAC | BANK AMER CORP | $733,000 | -7.3% | 17,777 | 0.0% | 1.44% | +18.5% | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $691,000 | -84.4% | 8,395 | -83.5% | 1.35% | -80.1% |
| GOOG | ALPHABET INCcap stk cl c | $684,000 | -3.5% | 245 | 0.0% | 1.34% | +23.3% | |
| SCHA | Buy | SCWAB STRATEGIC TRus sml cap etf | $583,000 | -7.0% | 12,312 | +101.2% | 1.14% | +18.8% |
| SCHF | Buy | SCWAB STRATEGIC TRintl eqty etf | $535,000 | -3.6% | 14,564 | +1.9% | 1.05% | +23.1% |
| MSFT | Buy | MICROSOFT CORP | $512,000 | -8.2% | 1,660 | +0.2% | 1.00% | +17.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $496,000 | -47.3% | 4,634 | -43.8% | 0.97% | -32.6% |
| SCHG | Buy | SCWAB STRATEGIC TRus lcap gr etf | $487,000 | -7.4% | 6,515 | +102.8% | 0.95% | +18.4% |
| SCHV | SCWAB STRATEGIC TRus lcap gr etf | $466,000 | -2.5% | 6,531 | 0.0% | 0.91% | +24.6% | |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $425,000 | -5.3% | 8,538 | +0.8% | 0.83% | +20.9% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $385,000 | -15.8% | 1,505 | -3.5% | 0.75% | +7.7% |
| JNJ | JOHNSON & JOHNSON | $380,000 | +3.8% | 2,141 | 0.0% | 0.74% | +32.6% | |
| IWN | Sell | ISHARES TRrus 2000 val etf | $355,000 | -9.9% | 2,200 | -7.2% | 0.70% | +15.1% |
| IJS | Sell | ISHARES TRcore smc600vl etf | $338,000 | -7.1% | 3,302 | -5.1% | 0.66% | +18.6% |
| IJT | Buy | ISHARES TRsp smcp600gr etf | $337,000 | -7.2% | 2,694 | +3.1% | 0.66% | +18.7% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $326,000 | +29.9% | 4,182 | +34.6% | 0.64% | +66.0% |
| IAU | Sell | ISHARES GOLD TRishares new | $323,000 | -29.0% | 8,781 | -32.9% | 0.63% | -9.2% |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $283,000 | +2.9% | 14,144 | +0.3% | 0.55% | +31.6% |
| AMZN | AMAZON COM INC | $280,000 | -2.4% | 86 | 0.0% | 0.55% | +24.5% | |
| QUAL | Sell | ISHARES TRusa quality fctr | $272,000 | -24.9% | 2,020 | -18.7% | 0.53% | -4.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $267,000 | -2.9% | 96 | +1.1% | 0.52% | +24.2% |
| EMB | Sell | ISHARES TRjp mor em mk etf | $255,000 | -37.7% | 2,603 | -30.7% | 0.50% | -20.4% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $250,000 | -6.0% | 4,999 | +0.0% | 0.49% | +20.1% |
| EEMV | Buy | ISHARESmin vol emrg mkt | $246,000 | -2.8% | 4,034 | +0.1% | 0.48% | +24.2% |
| CVS | CVS HEALTH GROUP | $243,000 | -2.0% | 2,400 | 0.0% | 0.48% | +25.3% | |
| IYR | Sell | ISHARES TRu.s real es etf | $233,000 | -27.6% | 2,156 | -22.1% | 0.46% | -7.7% |
| NVDA | Sell | NVIDIA CORP | $231,000 | -15.1% | 848 | -8.2% | 0.45% | +8.4% |
| DJP | Sell | BARCLAYS BK PLCdjubs cmdt etn36 | $221,000 | +15.7% | 5,989 | -8.4% | 0.43% | +47.8% |
| IXUS | Buy | ISHARES TRcore msci total | $219,000 | 0.0% | 3,283 | +6.5% | 0.43% | +27.7% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $209,000 | +15.5% | 2,138 | +18.8% | 0.41% | +47.7% |
| SCHP | Sell | SCWAB STRATEGIC TRus tips etf | $206,000 | -47.2% | 3,388 | -45.4% | 0.40% | -32.4% |
| LOW | LOWES COS INC | $202,000 | -21.7% | 1,000 | 0.0% | 0.40% | +0.3% | |
| LRGF | ISHARES TRmultifactor usa | $188,000 | -4.6% | 4,234 | 0.0% | 0.37% | +21.9% | |
| SCHH | Buy | SCWAB STRATEGIC TRus reit etf | $183,000 | -5.7% | 7,348 | +100.0% | 0.36% | +20.5% |
| HD | HOME DEPOT INC | $183,000 | -28.0% | 611 | 0.0% | 0.36% | -8.0% | |
| PG | PROCTOR AND GAMBLE CO | $172,000 | -7.0% | 1,128 | 0.0% | 0.34% | +18.7% | |
| R | RYDER SYS INC | $169,000 | -4.0% | 2,136 | 0.0% | 0.33% | +22.6% | |
| BRKB | BERSHIRE HATHAWAY INC DELcl b new | $161,000 | +18.4% | 456 | 0.0% | 0.32% | +51.4% | |
| TFC | TRUIST FINL CORP | $161,000 | -3.0% | 2,837 | 0.0% | 0.32% | +24.0% | |
| SO | SOUTHERN CO | $152,000 | +6.3% | 2,090 | 0.0% | 0.30% | +36.1% | |
| ISTB | Buy | ISHARES TRcore st usdb etf | $152,000 | +25.6% | 3,133 | +30.5% | 0.30% | +61.1% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $145,000 | -7.1% | 2,181 | +2.1% | 0.28% | +18.8% |
| SCHD | Buy | SCWAB STRATEGIC TRus dividend eq | $134,000 | +18.6% | 1,697 | +21.0% | 0.26% | +51.4% |
| WFC | WELLS FARGO CO NEW | $132,000 | +0.8% | 2,734 | 0.0% | 0.26% | +28.9% | |
| SCHE | Sell | SCWAB STRATEGIC TRemrd mkteq etf | $132,000 | -13.7% | 4,740 | -8.4% | 0.26% | +10.7% |
| FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $131,000 | -12.7% | 2,677 | +2.7% | 0.26% | +11.7% |
| HYS | Buy | PIMCO EFT TR0-5 high yield | $118,000 | +114.5% | 2,138 | +283.2% | 0.23% | +175.0% |
| PFE | PFIZER INC | $104,000 | -11.9% | 2,000 | 0.0% | 0.20% | +12.7% | |
| SPLV | Sell | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $97,000 | -28.1% | 1,440 | -26.6% | 0.19% | -8.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $96,000 | -51.5% | 465 | -47.7% | 0.19% | -38.0% |
| FIS | FIDELITY NATL INFORMATION SV | $88,000 | -8.3% | 876 | 0.0% | 0.17% | +17.0% | |
| BBY | BEST BUY INC | $82,000 | -9.9% | 900 | 0.0% | 0.16% | +15.8% | |
| IGOV | Sell | ISHARES TRintl trea bd etf | $79,000 | -13.2% | 1,699 | -6.3% | 0.16% | +11.5% |
| DGRO | Sell | ISHARES TRcore div grwth | $76,000 | -5.0% | 1,423 | -1.5% | 0.15% | +21.1% |
| AMAT | APPLIED MATLS INC | $73,000 | -16.1% | 555 | 0.0% | 0.14% | +7.5% | |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $68,000 | -37.6% | 1,371 | -33.3% | 0.13% | -20.4% |
| MDT | MEDTRONIC PLC | $67,000 | +8.1% | 600 | 0.0% | 0.13% | +37.9% | |
| NEAR | Buy | ISHARES US ETF TRsht mat bd etf | $67,000 | +19.6% | 1,344 | +19.5% | 0.13% | +52.3% |
| SCHC | SCWAB STRATEGIC TRintl sceqt etf | $67,000 | -6.9% | 1,755 | 0.0% | 0.13% | +19.1% | |
| HDV | Sell | ISHARES TRcore high dv etf | $63,000 | -1.6% | 591 | -6.0% | 0.12% | +25.5% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $62,000 | +138.5% | 1,368 | +137.1% | 0.12% | +202.5% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $61,000 | -80.7% | 460 | -78.4% | 0.12% | -75.4% |
| CLTL | INVESCO EXCHANGE TRADED FD Ttreas colaterl | $60,000 | 0.0% | 566 | 0.0% | 0.12% | +28.3% | |
| SLV | Sell | ISHARES SILVER TRishares | $47,000 | -9.6% | 2,063 | -14.7% | 0.09% | +15.0% |
| AMD | Buy | AIRBNB INC | $45,000 | -23.7% | 408 | +0.7% | 0.09% | -2.2% |
| TSLA | TESLA INC | $44,000 | +2.3% | 41 | 0.0% | 0.09% | +30.3% | |
| IXC | ISHARES TRglobal energ etf | $43,000 | +34.4% | 1,179 | 0.0% | 0.08% | +71.4% | |
| SNPS | SYNOPSYS INC | $42,000 | -8.7% | 125 | 0.0% | 0.08% | +15.5% | |
| CDNS | CADENCE DESIGN SYSTEM INC | $41,000 | -12.8% | 250 | 0.0% | 0.08% | +11.1% | |
| XOM | Buy | EXXON MOBIL CORP | $40,000 | +37.9% | 482 | +2.1% | 0.08% | +77.3% |
| T | AT&T | $39,000 | -4.9% | 1,648 | 0.0% | 0.08% | +20.6% | |
| SCHZ | SCWAB STRATEGIC TRus aggregate b | $38,000 | -5.0% | 750 | 0.0% | 0.07% | +21.3% | |
| WBA | WALGREENS BOOT ALLIANCE INC | $36,000 | -14.3% | 800 | 0.0% | 0.07% | +10.9% | |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $35,000 | – | 219 | +100.0% | 0.07% | – |
| PAYC | PAYCOM SOFTWARE INC | $34,000 | -17.1% | 98 | 0.0% | 0.07% | +6.3% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $31,000 | -8.8% | 405 | -4.7% | 0.06% | +17.3% |
| GENERAL ELECTRIC CO | $27,000 | -3.6% | 300 | 0.0% | 0.05% | +23.3% | ||
| NFLX | NETFLIX INC | $27,000 | -38.6% | 73 | 0.0% | 0.05% | -20.9% | |
| PAYX | New | PAYCHEX INC | $27,000 | – | 197 | +100.0% | 0.05% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $27,000 | – | 164 | +100.0% | 0.05% | – |
| IBB | ISHARES TRnasdaq biotech | $25,000 | 0.0% | 165 | 0.0% | 0.05% | +28.9% | |
| LQD | ISHARES TRiboxx inv cp etf | $25,000 | -7.4% | 204 | 0.0% | 0.05% | +19.5% | |
| V | VISA INC | $25,000 | +4.2% | 113 | 0.0% | 0.05% | +32.4% | |
| ADBE | ADOBE INC | $25,000 | -19.4% | 55 | 0.0% | 0.05% | +2.1% | |
| IVZ | INVESCO LTD | $23,000 | 0.0% | 1,000 | 0.0% | 0.04% | +28.6% | |
| INTC | Buy | INTEL CORP | $17,000 | -5.6% | 344 | +0.9% | 0.03% | +17.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $16,000 | +100.0% | 116 | +118.9% | 0.03% | +158.3% |
| EFAV | ISHARES TRmin vol eafe etf | $16,000 | -5.9% | 217 | 0.0% | 0.03% | +19.2% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $15,000 | -28.6% | 200 | 0.0% | 0.03% | -9.4% | |
| TAN | INVESCO EXCHNG TRADED FD TRsolar etf | $15,000 | 0.0% | 197 | 0.0% | 0.03% | +26.1% | |
| MTUM | ISHARES TRusa momentum fct | $15,000 | -6.2% | 87 | 0.0% | 0.03% | +16.0% | |
| GNRC | GENERAC HLDGS INC | $15,000 | -16.7% | 50 | 0.0% | 0.03% | +3.6% | |
| IDXX | IDEXX LABS INC | $14,000 | -12.5% | 25 | 0.0% | 0.03% | +8.0% | |
| IWR | Sell | ISHARES TRrus md cap gr etf | $14,000 | -6.7% | 173 | -1.7% | 0.03% | +17.4% |
| EPRT | Buy | ESSENTIAL PPTYS RLTY TR INC | $14,000 | -12.5% | 555 | +0.9% | 0.03% | +8.0% |
| F | Buy | FORD MTR CO DEL | $9,000 | -10.0% | 502 | +0.4% | 0.02% | +20.0% |
| HPQ | Buy | HP INC | $8,000 | 0.0% | 212 | +1.0% | 0.02% | +33.3% |
| DIS | DISNEY WALT CO | $7,000 | -12.5% | 51 | 0.0% | 0.01% | +16.7% | |
| LEVI | LEVI STRAUSS & CO NEW | $6,000 | -25.0% | 300 | 0.0% | 0.01% | 0.0% | |
| ARKK | ARK ETF TRinnovation etf | $5,000 | -28.6% | 69 | 0.0% | 0.01% | -9.1% | |
| ACWX | ISHARES TRmsci acwi ex us | $5,000 | 0.0% | 86 | 0.0% | 0.01% | +25.0% | |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $5,000 | 0.0% | 42 | -6.7% | 0.01% | +25.0% |
| CAG | Buy | CONAGRA BANDS INC | $4,000 | 0.0% | 105 | +1.0% | 0.01% | +33.3% |
| VTRS | VIATRIS INC | $3,000 | 0.0% | 248 | 0.0% | 0.01% | +20.0% | |
| ACWI | ISHARES TRmsci acwi etf | $3,000 | -25.0% | 34 | 0.0% | 0.01% | 0.0% | |
| CNHI | CNH INDL N V | $3,000 | 0.0% | 167 | 0.0% | 0.01% | +20.0% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $3,000 | 0.0% | 199 | +1.0% | 0.01% | +20.0% |
| LW | LAMB WESTON HLDGS INC | $2,000 | 0.0% | 31 | 0.0% | 0.00% | +33.3% | |
| NKLA | NIKOLA CORP | $2,000 | 0.0% | 205 | 0.0% | 0.00% | +33.3% | |
| SBUX | STARBUCKS CORP | $2,000 | -33.3% | 25 | 0.0% | 0.00% | -20.0% | |
| UBER | UBER TECHNOLOGIES INC | $2,000 | -33.3% | 68 | 0.0% | 0.00% | -20.0% | |
| DRAFTKINGS INC | $2,000 | -33.3% | 106 | 0.0% | 0.00% | -20.0% | ||
| VVI | VIAD CORP | $2,000 | 0.0% | 42 | 0.0% | 0.00% | +33.3% | |
| BA | BOEING CO | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| TQQQ | New | PROSHARES TRultrapro qqq | $1,000 | – | 20 | +100.0% | 0.00% | – |
| SNAP | SNAP INCcl a | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| TD | TORONTO DOMINION BK ONT | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| GRWG | GROWGENERATION CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| BIDU | Sell | BAIDU INC | $1,000 | -93.8% | 10 | -90.9% | 0.00% | -92.0% |
| DXC | DXC TECHNOLOGY CO | $0 | – | 14 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTERNATIONAL PLspon adr new | $0 | – | 19 | 0.0% | 0.00% | – | ||
| DAL | DELTA AIR LINES INC DEL | $0 | – | 10 | 0.0% | 0.00% | – | |
| MGI | MONEYGRAM INTL INC | $0 | – | 18 | 0.0% | 0.00% | – | |
| KRNY | KEARNY FINL CORP MD | $0 | – | 30 | 0.0% | 0.00% | – | |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | – | 3 | 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% | – | |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt tmr corp bd | $0 | – | 6 | +100.0% | 0.00% | – |
| BLNK | BLINK CHARGING CO | $0 | – | 10 | 0.0% | 0.00% | – | |
| DD | Buy | DUPONT DE NEMOURS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| FILL | ISHARESglb enr prod etf | $0 | – | 11 | 0.0% | 0.00% | – | |
| FM | ISHARESmsci frntr100etf | $0 | – | 9 | 0.0% | 0.00% | – | |
| PCY | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $0 | – | 4 | 0.0% | 0.00% | – | |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -75 | -100.0% | -0.01% | – |
| NFRA | Exit | FLEXSHARES TRstoxx globr inf | $0 | – | -379 | -100.0% | -0.03% | – |
| PAVE | Exit | GLOBAL X FDSus infr dev etf | $0 | – | -866 | -100.0% | -0.04% | – |
| XLNX | Exit | XILINX INC | $0 | – | -140 | -100.0% | -0.05% | – |
| FXO | Exit | FIRST TR EXCHANGE TRADED FDfinls alphadex | $0 | – | -935 | -100.0% | -0.07% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -461 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-02
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.