$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 14.6% .
| 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% |
| 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% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $691,000 | -84.4% | 8,395 | -83.5% | 1.35% | -80.1% |
| AGG | Sell | ISHARES TRcore us aggbd et | $496,000 | -47.3% | 4,634 | -43.8% | 0.97% | -32.6% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $385,000 | -15.8% | 1,505 | -3.5% | 0.75% | +7.7% |
| 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% |
| IAU | Sell | ISHARES GOLD TRishares new | $323,000 | -29.0% | 8,781 | -32.9% | 0.63% | -9.2% |
| QUAL | Sell | ISHARES TRusa quality fctr | $272,000 | -24.9% | 2,020 | -18.7% | 0.53% | -4.0% |
| EMB | Sell | ISHARES TRjp mor em mk etf | $255,000 | -37.7% | 2,603 | -30.7% | 0.50% | -20.4% |
| 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% |
| SCHP | Sell | SCWAB STRATEGIC TRus tips etf | $206,000 | -47.2% | 3,388 | -45.4% | 0.40% | -32.4% |
| SCHE | Sell | SCWAB STRATEGIC TRemrd mkteq etf | $132,000 | -13.7% | 4,740 | -8.4% | 0.26% | +10.7% |
| 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% |
| 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% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $68,000 | -37.6% | 1,371 | -33.3% | 0.13% | -20.4% |
| HDV | Sell | ISHARES TRcore high dv etf | $63,000 | -1.6% | 591 | -6.0% | 0.12% | +25.5% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $61,000 | -80.7% | 460 | -78.4% | 0.12% | -75.4% |
| SLV | Sell | ISHARES SILVER TRishares | $47,000 | -9.6% | 2,063 | -14.7% | 0.09% | +15.0% |
| USMV | Sell | ISHARES TRmsci usa min vol | $31,000 | -8.8% | 405 | -4.7% | 0.06% | +17.3% |
| IWR | Sell | ISHARES TRrus md cap gr etf | $14,000 | -6.7% | 173 | -1.7% | 0.03% | +17.4% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $5,000 | 0.0% | 42 | -6.7% | 0.01% | +25.0% |
| BIDU | Sell | BAIDU INC | $1,000 | -93.8% | 10 | -90.9% | 0.00% | -92.0% |
| 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 | 2024-05-02 |
| 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.