$45.2 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 149 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ANGL | Sell | VANECK VECTORS ETF TRfallen angel hg | $1,894,000 | -13.0% | 70,111 | -2.1% | 4.19% | -1.8% |
| SCHX | Sell | SCWAB STRATEGIC TRus lrg cap etf | $1,819,000 | -18.0% | 40,724 | -1.1% | 4.02% | -7.5% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,576,000 | -12.7% | 32,124 | -1.2% | 3.48% | -1.6% |
| TIP | Sell | ISHARES TRtips bd etf | $1,396,000 | -14.1% | 12,258 | -6.0% | 3.08% | -3.1% |
| SCHM | Sell | SCWAB STRATEGIC TRus mid-cap etf | $788,000 | -18.0% | 12,567 | -0.8% | 1.74% | -7.4% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $571,000 | -17.4% | 7,761 | -7.6% | 1.26% | -6.7% |
| SCHA | Sell | SCWAB STRATEGIC TRus sml cap etf | $476,000 | -18.4% | 12,217 | -0.8% | 1.05% | -7.9% |
| SCHF | Sell | SCWAB STRATEGIC TRintl eqty etf | $453,000 | -15.3% | 14,393 | -1.2% | 1.00% | -4.5% |
| AGG | Sell | ISHARES TRcore us aggbd et | $437,000 | -11.9% | 4,301 | -7.2% | 0.97% | -0.6% |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $300,000 | -8.0% | 3,907 | -6.6% | 0.66% | +3.8% |
| IAU | Sell | ISHARES GOLD TRishares new | $277,000 | -14.2% | 8,078 | -8.0% | 0.61% | -3.3% |
| EEMV | Sell | ISHARESmin vol emrg mkt | $222,000 | -9.8% | 4,011 | -0.6% | 0.49% | +1.9% |
| DJP | Sell | BARCLAYS BK PLCdjubs cmdt etn36 | $203,000 | -8.1% | 5,831 | -2.6% | 0.45% | +3.7% |
| EMB | Sell | ISHARES TRjp mor em mk etf | $161,000 | -36.9% | 1,892 | -27.3% | 0.36% | -28.7% |
| SCHP | Sell | SCWAB STRATEGIC TRus tips etf | $136,000 | -34.0% | 2,442 | -27.9% | 0.30% | -25.5% |
| SCHE | Sell | SCWAB STRATEGIC TRemrd mkteq etf | $119,000 | -9.8% | 4,685 | -1.2% | 0.26% | +1.5% |
| SCHD | Sell | SCWAB STRATEGIC TRus dividend eq | $118,000 | -11.9% | 1,645 | -3.1% | 0.26% | -0.4% |
| ISTB | Sell | ISHARES TRcore st usdb etf | $110,000 | -27.6% | 2,327 | -25.7% | 0.24% | -18.5% |
| FPXI | Sell | FIRST TR EXCHANGE TRADED FDintl equity opp | $109,000 | -16.8% | 2,525 | -5.7% | 0.24% | -6.2% |
| HYS | Sell | PIMCO EFT TR0-5 high yield | $76,000 | -35.6% | 862 | -59.7% | 0.17% | -27.3% |
| NEAR | Sell | ISHARES US ETF TRsht mat bd etf | $60,000 | -10.4% | 1,214 | -9.7% | 0.13% | +1.5% |
| HDV | Sell | ISHARES TRcore high dv etf | $58,000 | -7.9% | 578 | -2.2% | 0.13% | +4.1% |
| USMV | Sell | ISHARES TRmsci usa min vol | $28,000 | -9.7% | 397 | -2.0% | 0.06% | +1.6% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $7,000 | -72.0% | 68 | -66.7% | 0.02% | -69.4% |
| CNHI | Exit | CNH INDL N V | $0 | – | -167 | -100.0% | -0.01% | – |
| IVZ | Exit | INVESCO LTD | $0 | – | -1,000 | -100.0% | -0.04% | – |
| IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -165 | -100.0% | -0.05% | – |
| SCHZ | Exit | SCWAB STRATEGIC TRus aggregate b | $0 | – | -750 | -100.0% | -0.07% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -600 | -100.0% | -0.13% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -2,734 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-05
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.