$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 20.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% |
| SCHM | Buy | SCWAB STRATEGIC TRus mid-cap etf | $961,000 | -5.1% | 12,669 | +0.6% | 1.88% | +21.2% |
| 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% |
| SCHG | Buy | SCWAB STRATEGIC TRus lcap gr etf | $487,000 | -7.4% | 6,515 | +102.8% | 0.95% | +18.4% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $425,000 | -5.3% | 8,538 | +0.8% | 0.83% | +20.9% |
| 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% |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $283,000 | +2.9% | 14,144 | +0.3% | 0.55% | +31.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $267,000 | -2.9% | 96 | +1.1% | 0.52% | +24.2% |
| 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% |
| 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% |
| SCHH | Buy | SCWAB STRATEGIC TRus reit etf | $183,000 | -5.7% | 7,348 | +100.0% | 0.36% | +20.5% |
| 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% |
| 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% |
| NEAR | Buy | ISHARES US ETF TRsht mat bd etf | $67,000 | +19.6% | 1,344 | +19.5% | 0.13% | +52.3% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $62,000 | +138.5% | 1,368 | +137.1% | 0.12% | +202.5% |
| AMD | Buy | AIRBNB INC | $45,000 | -23.7% | 408 | +0.7% | 0.09% | -2.2% |
| XOM | Buy | EXXON MOBIL CORP | $40,000 | +37.9% | 482 | +2.1% | 0.08% | +77.3% |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $35,000 | – | 219 | +100.0% | 0.07% | – |
| PAYX | New | PAYCHEX INC | $27,000 | – | 197 | +100.0% | 0.05% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $27,000 | – | 164 | +100.0% | 0.05% | – |
| 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% |
| 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% |
| CAG | Buy | CONAGRA BANDS INC | $4,000 | 0.0% | 105 | +1.0% | 0.01% | +33.3% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $3,000 | 0.0% | 199 | +1.0% | 0.01% | +20.0% |
| TQQQ | New | PROSHARES TRultrapro qqq | $1,000 | – | 20 | +100.0% | 0.00% | – |
| CTVA | Buy | CORTEVA INC | $0 | – | 0 | +100.0% | 0.00% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt tmr corp bd | $0 | – | 6 | +100.0% | 0.00% | – |
| DD | Buy | DUPONT DE NEMOURS INC | $0 | – | 0 | +100.0% | 0.00% | – |
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 | 2024-05-02 |
| 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.