$47.5 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 173 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 42.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $4,391,000 | +228.9% | 222,440 | +241.6% | 9.25% | +213.5% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,252,000 | -7.7% | 11,854 | -2.5% | 8.96% | -12.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $4,081,000 | +1.2% | 18,614 | +4.4% | 8.60% | -3.5% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $3,121,000 | +6.5% | 38,935 | +21.1% | 6.58% | +1.5% |
| IEFA | Buy | ISHARES TRcores msci eafe | $2,442,000 | -8.9% | 46,367 | +1.8% | 5.14% | -13.1% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $2,107,000 | +11.2% | 80,323 | +14.6% | 4.44% | +6.1% |
| AAPL | Buy | APPLE INC | $1,919,000 | +10.3% | 13,883 | +9.1% | 4.04% | +5.1% |
| SCHX | Buy | SCWAB STRATEGIC TRus lrg cap etf | $1,725,000 | -5.2% | 40,725 | +0.0% | 3.64% | -9.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,653,000 | +1.0% | 18,961 | +7.1% | 3.48% | -3.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,611,000 | +2.2% | 37,487 | +16.7% | 3.40% | -2.5% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $1,486,000 | -19.2% | 15,466 | -14.7% | 3.13% | -23.0% |
| TIP | Buy | ISHARES TRtips bd etf | $1,465,000 | +4.9% | 13,967 | +13.9% | 3.09% | +0.1% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,061,000 | -7.2% | 8,254 | -0.8% | 2.24% | -11.5% |
| LLY | LILLY ELI & CO | $849,000 | -0.4% | 2,627 | 0.0% | 1.79% | -5.0% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $833,000 | -13.6% | 14,393 | -9.9% | 1.76% | -17.6% |
| SCHM | SCWAB STRATEGIC TRus mid-cap etf | $761,000 | -3.4% | 12,567 | 0.0% | 1.60% | -8.0% | |
| DLTR | DOLLAR TREE INC | $708,000 | -12.6% | 5,200 | 0.0% | 1.49% | -16.6% | |
| MSFT | Buy | MICROSOFT CORP | $629,000 | +47.3% | 2,700 | +62.4% | 1.32% | +40.4% |
| SCHO | New | SCWAB STRATEGIC TRsht tm us tres | $582,000 | – | 12,062 | +100.0% | 1.23% | – |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $559,000 | -2.1% | 7,836 | +1.0% | 1.18% | -6.7% |
| BAC | Buy | BANK AMER CORP | $556,000 | +0.5% | 18,427 | +3.7% | 1.17% | -4.1% |
| SCHA | SCWAB STRATEGIC TRus sml cap etf | $462,000 | -2.9% | 12,217 | 0.0% | 0.97% | -7.5% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $410,000 | -6.2% | 4,252 | -1.1% | 0.86% | -10.6% |
| SCHF | Buy | SCWAB STRATEGIC TRintl eqty etf | $407,000 | -10.2% | 14,485 | +0.6% | 0.86% | -14.3% |
| SCHV | SCWAB STRATEGIC TRus lcap gr etf | $382,000 | -6.4% | 6,531 | 0.0% | 0.80% | -10.8% | |
| FBND | FIDELITY MERRIMACK STR TRtotal bd etf | $379,000 | -4.5% | 8,538 | 0.0% | 0.80% | -8.9% | |
| SCHG | SCWAB STRATEGIC TRus lcap gr etf | $364,000 | -3.7% | 6,516 | 0.0% | 0.77% | -8.1% | |
| JNJ | Buy | JOHNSON & JOHNSON | $350,000 | -7.9% | 2,143 | +0.1% | 0.74% | -12.3% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $307,000 | +1.0% | 2,381 | +6.7% | 0.65% | -3.7% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $300,000 | -6.0% | 1,450 | -6.2% | 0.63% | -10.4% |
| IJT | Sell | ISHARES TRsp smcp600gr etf | $278,000 | -7.3% | 2,737 | -4.0% | 0.59% | -11.6% |
| IJS | Sell | ISHARES TRcore smc600vl etf | $273,000 | -8.7% | 3,317 | -1.2% | 0.58% | -13.0% |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $264,000 | -12.0% | 3,533 | -9.6% | 0.56% | -16.1% |
| CVS | CVS HEALTH GROUP | $229,000 | +3.2% | 2,400 | 0.0% | 0.48% | -1.6% | |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $229,000 | -1.7% | 2,415 | -0.5% | 0.48% | -6.2% |
| QUAL | Buy | ISHARES TRusa quality fctr | $219,000 | -5.6% | 2,105 | +1.5% | 0.46% | -10.1% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $200,000 | -5.2% | 5,026 | +0.1% | 0.42% | -9.7% |
| AMZN | Buy | AMAZON COM INC | $195,000 | +6.6% | 1,724 | +0.2% | 0.41% | +1.7% |
| DJP | Buy | BARCLAYS BK PLCdjubs cmdt etn36 | $194,000 | -4.4% | 5,907 | +1.3% | 0.41% | -8.9% |
| EEMV | Sell | ISHARESmin vol emrg mkt | $191,000 | -14.0% | 3,763 | -6.2% | 0.40% | -18.1% |
| LOW | LOWES COS INC | $188,000 | +7.4% | 1,000 | 0.0% | 0.40% | +2.3% | |
| IXUS | Buy | ISHARES TRcore msci total | $188,000 | -6.0% | 3,701 | +5.7% | 0.40% | -10.4% |
| IYR | Buy | ISHARES TRu.s real es etf | $187,000 | -7.9% | 2,293 | +4.1% | 0.39% | -12.2% |
| HD | HOME DEPOT INC | $169,000 | +0.6% | 611 | 0.0% | 0.36% | -4.0% | |
| R | RYDER SYS INC | $161,000 | +5.9% | 2,136 | 0.0% | 0.34% | +0.9% | |
| LRGF | ISHARES TRmultifactor usa | $153,000 | -4.4% | 4,234 | 0.0% | 0.32% | -9.0% | |
| EMB | Buy | ISHARES TRjp mor em mk etf | $151,000 | -6.2% | 1,904 | +0.6% | 0.32% | -10.7% |
| SO | SOUTHERN CO | $142,000 | -4.7% | 2,090 | 0.0% | 0.30% | -9.1% | |
| PG | PROCTOR AND GAMBLE CO | $142,000 | -12.3% | 1,128 | 0.0% | 0.30% | -16.5% | |
| SCHH | SCWAB STRATEGIC TRus reit etf | $137,000 | -11.6% | 7,348 | 0.0% | 0.29% | -15.7% | |
| TFC | TRUIST FINL CORP | $124,000 | -8.1% | 2,837 | 0.0% | 0.26% | -12.4% | |
| BRKB | Buy | BERSHIRE HATHAWAY INC DELcl b new | $122,000 | -2.4% | 458 | +0.2% | 0.26% | -6.9% |
| SCHP | Sell | SCWAB STRATEGIC TRus tips etf | $119,000 | -12.5% | 2,304 | -5.7% | 0.25% | -16.6% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $114,000 | -8.1% | 2,341 | +3.0% | 0.24% | -12.4% |
| WFC | New | WELLS FARGO CO NEW | $110,000 | – | 2,734 | +100.0% | 0.23% | – |
| SCHD | SCWAB STRATEGIC TRus dividend eq | $109,000 | -7.6% | 1,645 | 0.0% | 0.23% | -11.9% | |
| NVDA | Buy | NVIDIA CORP | $106,000 | -17.8% | 871 | +2.4% | 0.22% | -21.8% |
| SCHE | Buy | SCWAB STRATEGIC TRemrd mkteq etf | $105,000 | -11.8% | 4,686 | +0.0% | 0.22% | -16.0% |
| ISTB | Sell | ISHARES TRcore st usdb etf | $102,000 | -7.3% | 2,204 | -5.3% | 0.22% | -11.5% |
| XOM | Buy | EXXON MOBIL CORP | $91,000 | +116.7% | 1,038 | +113.6% | 0.19% | +106.5% |
| PFE | PFIZER INC | $88,000 | -16.2% | 2,000 | 0.0% | 0.18% | -20.3% | |
| FPXI | Sell | FIRST TR EXCHANGE TRADED FDintl equity opp | $87,000 | -20.2% | 2,433 | -3.6% | 0.18% | -24.1% |
| SPLV | Buy | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $86,000 | -6.5% | 1,495 | +1.1% | 0.18% | -10.8% |
| IWM | ISHARES TRrussell 2000 etf | $77,000 | -3.8% | 469 | 0.0% | 0.16% | -8.5% | |
| HYS | Sell | PIMCO EFT TR0-5 high yield | $70,000 | -7.9% | 803 | -6.8% | 0.15% | -12.5% |
| IGOV | Buy | ISHARES TRintl trea bd etf | $66,000 | -9.6% | 1,792 | +0.5% | 0.14% | -13.7% |
| FIS | FIDELITY NATL INFORMATION SV | $66,000 | -17.5% | 876 | 0.0% | 0.14% | -21.5% | |
| DGRO | Buy | ISHARES TRcore div grwth | $64,000 | -5.9% | 1,437 | +0.1% | 0.14% | -10.0% |
| WMT | New | WALMART INC | $62,000 | – | 480 | +100.0% | 0.13% | – |
| CLTL | Buy | INVESCO EXCHANGE TRADED FD Ttreas colaterl | $60,000 | 0.0% | 569 | +0.4% | 0.13% | -5.3% |
| FIXD | FIRST TR EXCHNG TRADED FD VItcw opportunis | $60,000 | -6.2% | 1,371 | 0.0% | 0.13% | -10.6% | |
| BBY | BEST BUY INC | $57,000 | -3.4% | 900 | 0.0% | 0.12% | -7.7% | |
| SRLN | SSGA ACTIVE ETF TRblackstone senr | $57,000 | -3.4% | 1,406 | 0.0% | 0.12% | -7.7% | |
| NEAR | Sell | ISHARES US ETF TRsht mat bd etf | $57,000 | -5.0% | 1,151 | -5.2% | 0.12% | -9.8% |
| HDV | Buy | ISHARES TRcore high dv etf | $54,000 | -6.9% | 588 | +1.7% | 0.11% | -10.9% |
| SCHC | SCWAB STRATEGIC TRintl sceqt etf | $49,000 | -10.9% | 1,755 | 0.0% | 0.10% | -15.6% | |
| MDT | New | MEDTRONIC PLC | $48,000 | – | 600 | +100.0% | 0.10% | – |
| TLT | ISHARES TR20 yr tr bd etf | $47,000 | -11.3% | 460 | 0.0% | 0.10% | -15.4% | |
| AMAT | APPLIED MATLS INC | $45,000 | -10.0% | 555 | 0.0% | 0.10% | -14.4% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $45,000 | -78.7% | 474 | +388.7% | 0.10% | -79.6% |
| USO | New | UNITED STS OIL FD LPunits | $43,000 | – | 662 | +100.0% | 0.09% | – |
| CDNS | CADENCE DESIGN SYSTEM INC | $41,000 | +7.9% | 250 | 0.0% | 0.09% | +2.4% | |
| Buy | GENERAL ELECTRIC CO | $40,000 | +110.5% | 650 | +116.7% | 0.08% | +100.0% | |
| IAU | Sell | ISHARES GOLD TRishares new | $40,000 | -85.6% | 1,274 | -84.2% | 0.08% | -86.3% |
| TTEK | New | TETRA TECH INC NEW | $39,000 | – | 300 | +100.0% | 0.08% | – |
| SNPS | SYNOPSYS INC | $38,000 | 0.0% | 125 | 0.0% | 0.08% | -4.8% | |
| TSLA | Buy | TESLA INC | $37,000 | +32.1% | 138 | +236.6% | 0.08% | +25.8% |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $36,000 | – | 500 | +100.0% | 0.08% | – |
| PAYC | PAYCOM SOFTWARE INC | $32,000 | +18.5% | 98 | 0.0% | 0.07% | +11.7% | |
| GM | New | GENERAL MTRS CO | $31,000 | – | 960 | +100.0% | 0.06% | – |
| PANW | New | PALO ALTO NETWORKS INC | $29,000 | – | 180 | +100.0% | 0.06% | – |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $28,000 | -3.4% | 219 | 0.0% | 0.06% | -7.8% | |
| IQV | New | IQVIA HLDGS INC | $27,000 | – | 150 | +100.0% | 0.06% | – |
| MP | New | MP MATERIALS CORP | $27,000 | – | 1,000 | +100.0% | 0.06% | – |
| USMV | Sell | ISHARES TRmsci usa min vol | $26,000 | -7.1% | 393 | -1.0% | 0.06% | -11.3% |
| T | AT&T | $25,000 | -28.6% | 1,648 | 0.0% | 0.05% | -31.2% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $25,000 | -21.9% | 400 | -2.0% | 0.05% | -25.4% |
| WBA | WALGREENS BOOT ALLIANCE INC | $25,000 | -16.7% | 800 | 0.0% | 0.05% | -19.7% | |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $24,000 | – | 91 | +100.0% | 0.05% | – |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $24,000 | -4.0% | 171 | +3.0% | 0.05% | -7.3% |
| GOOG | ALPHABET INCcap stk cl c | $24,000 | -95.5% | 245 | 0.0% | 0.05% | -95.7% | |
| KO | New | COCA COLA CO | $24,000 | – | 432 | +100.0% | 0.05% | – |
| PAYX | PAYCHEX INC | $22,000 | 0.0% | 197 | 0.0% | 0.05% | -6.1% | |
| MPLX | New | MPLX LP | $21,000 | – | 700 | +100.0% | 0.04% | – |
| V | VISA INC | $20,000 | -9.1% | 113 | 0.0% | 0.04% | -14.3% | |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $20,000 | – | 180 | +100.0% | 0.04% | – |
| NFLX | NETFLIX INC | $17,000 | +30.8% | 73 | 0.0% | 0.04% | +24.1% | |
| AZN | New | ASTRAZENECA PLCsponsored adr | $15,000 | – | 280 | +100.0% | 0.03% | – |
| ADBE | ADOBE INC | $15,000 | -25.0% | 55 | 0.0% | 0.03% | -27.3% | |
| TAN | INVESCO EXCHNG TRADED FD TRsolar etf | $15,000 | +7.1% | 197 | 0.0% | 0.03% | +3.2% | |
| IVZ | New | INVESCO LTD | $14,000 | – | 1,000 | +100.0% | 0.03% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $13,000 | -18.8% | 120 | +3.4% | 0.03% | -22.9% |
| IWR | ISHARES TRrus md cap gr etf | $12,000 | 0.0% | 187 | 0.0% | 0.02% | -7.4% | |
| SQ | New | BLOCK INCcl a | $12,000 | – | 220 | +100.0% | 0.02% | – |
| EFAV | ISHARES TRmin vol eafe etf | $12,000 | -14.3% | 217 | 0.0% | 0.02% | -19.4% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $11,000 | -8.3% | 200 | 0.0% | 0.02% | -14.8% | |
| MTUM | ISHARES TRusa momentum fct | $11,000 | -8.3% | 87 | 0.0% | 0.02% | -14.8% | |
| EPRT | Buy | ESSENTIAL PPTYS RLTY TR INC | $11,000 | -8.3% | 567 | +1.1% | 0.02% | -14.8% |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $11,000 | – | 30 | +100.0% | 0.02% | – |
| IMTM | New | ISHARES TRmsci intl moment | $10,000 | – | 389 | +100.0% | 0.02% | – |
| WLKP | New | WESTLAKE CHEM PARTNERS LP | $9,000 | – | 400 | +100.0% | 0.02% | – |
| INTC | Buy | INTEL CORP | $9,000 | -30.8% | 349 | +0.9% | 0.02% | -34.5% |
| GNRC | GENERAC HLDGS INC | $9,000 | -18.2% | 50 | 0.0% | 0.02% | -20.8% | |
| New | ALIBABA GROUP HLDG LTDsponsored ads | $8,000 | – | 100 | +100.0% | 0.02% | – | |
| IDXX | IDEXX LABS INC | $8,000 | -11.1% | 25 | 0.0% | 0.02% | -15.0% | |
| LQD | ISHARES TRiboxx inv cp etf | $7,000 | 0.0% | 68 | 0.0% | 0.02% | 0.0% | |
| F | Buy | FORD MTR CO DEL | $6,000 | 0.0% | 511 | +1.0% | 0.01% | 0.0% |
| New | WARNER BROS DISCOVERY INC | $5,000 | – | 398 | +100.0% | 0.01% | – | |
| HPQ | Buy | HP INC | $5,000 | -28.6% | 215 | +0.9% | 0.01% | -26.7% |
| DIS | DISNEY WALT CO | $5,000 | 0.0% | 51 | 0.0% | 0.01% | 0.0% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $4,000 | 0.0% | 42 | 0.0% | 0.01% | -11.1% | |
| CAG | Buy | CONAGRA BANDS INC | $4,000 | 0.0% | 107 | +0.9% | 0.01% | -11.1% |
| ACWX | ISHARES TRmsci acwi ex us | $4,000 | 0.0% | 88 | 0.0% | 0.01% | -11.1% | |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $4,000 | – | 100 | +100.0% | 0.01% | – |
| LEVI | LEVI STRAUSS & CO NEW | $4,000 | -20.0% | 300 | 0.0% | 0.01% | -27.3% | |
| ARKK | ARK ETF TRinnovation etf | $3,000 | 0.0% | 69 | 0.0% | 0.01% | -14.3% | |
| ACWI | ISHARES TRmsci acwi etf | $3,000 | 0.0% | 34 | 0.0% | 0.01% | -14.3% | |
| CSCO | New | CISCO SYS INC | $3,000 | – | 81 | +100.0% | 0.01% | – |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $2,000 | -33.3% | 202 | +1.0% | 0.00% | -42.9% |
| New | DRAFTKINGS INC | $2,000 | – | 106 | +100.0% | 0.00% | – | |
| SBUX | STARBUCKS CORP | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $2,000 | +100.0% | 68 | 0.0% | 0.00% | +100.0% | |
| VOO | New | VANGUARD INDEX FDS | $2,000 | – | 7 | +100.0% | 0.00% | – |
| VTRS | VIATRIS INC | $2,000 | -33.3% | 248 | 0.0% | 0.00% | -42.9% | |
| LW | LAMB WESTON HLDGS INC | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| CNHI | New | CNH INDL N V | $2,000 | – | 167 | +100.0% | 0.00% | – |
| TD | TORONTO DOMINION BK ONT | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| NKLA | NIKOLA CORP | $1,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
| VVI | VIAD CORP | $1,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| FB | New | META PLATFORMS INCcl a | $1,000 | – | 6 | +100.0% | 0.00% | – |
| TQQQ | Buy | PROSHARES TRultrapro qqq | $1,000 | – | 72 | +260.0% | 0.00% | – |
| WAB | WABTEC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| ABNB | New | AIRBNB INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| DD | Buy | DUPONT DE NEMOURS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| VCSH | VANGUARD SCOTTSDALE FDSshrt tmr corp bd | $0 | – | 6 | 0.0% | 0.00% | – | |
| JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | 0 | +100.0% | 0.00% | – |
| IXC | Sell | ISHARES TRglobal energ etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| FM | ISHARESmsci frntr100etf | $0 | – | 10 | 0.0% | 0.00% | – | |
| CNNE | CANNAE HLDGS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| BA | BOEING CO | $0 | – | 3 | 0.0% | 0.00% | – | |
| BLNK | BLINK CHARGING CO | $0 | – | 10 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTERNATIONAL PLspon adr new | $0 | – | 19 | 0.0% | 0.00% | – | ||
| FILL | ISHARESglb enr prod etf | $0 | – | 11 | 0.0% | 0.00% | – | |
| DAL | DELTA AIR LINES INC DEL | $0 | – | 10 | 0.0% | 0.00% | – | |
| SNAP | SNAP INCcl a | $0 | – | 23 | 0.0% | 0.00% | – | |
| COIN | COINBASE GLOBAL INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| MGI | MONEYGRAM INTL INC | $0 | – | 18 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $0 | – | 14 | 0.0% | 0.00% | – | |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | – | 3 | 0.0% | 0.00% | – | |
| KRNY | KEARNY FINL CORP MD | $0 | – | 30 | 0.0% | 0.00% | – | |
| PCY | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $0 | – | 4 | 0.0% | 0.00% | – | |
| GRWG | GROWGENERATION CORP | $0 | – | 100 | 0.0% | 0.00% | – | |
| CTVA | Buy | CORTEVA INC | $0 | – | 0 | +100.0% | 0.00% | – |
| BIDU | Exit | BAIDU INC | $0 | – | -10 | -100.0% | -0.00% | – |
| Exit | DRAFTKINGS INC | $0 | – | -106 | -100.0% | -0.00% | – | |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -2,084 | -100.0% | -0.09% | – |
| OEF | Exit | ISHARESs&p 100 etf | $0 | – | -411 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-01
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.