CLEAR INVESTMENT RESEARCH, LLC - Q1 2023 holdings

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$57.1 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 190 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 21.6% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
GPK BuyGRAPHIC PACKAGING HLDG CO$6,770,525
+136678.3%
265,615
+19.4%
11.85%
+23.6%
IVV SellISHARES TRcore s&p500 etf$4,863,464
+106812.8%
11,831
-0.1%
8.51%
-3.4%
IJH BuyISHARES TRcore s&p mcp etf$4,625,612
+104813.0%
18,491
+1.5%
8.10%
-5.2%
VNQ BuyVANGUARD INDEX FDSreal estate etf$3,662,317
+108767.9%
44,103
+8.1%
6.41%
-1.6%
IEFA SellISHARES TRcores msci eafe$2,781,496
+104783.0%
41,608
-3.3%
4.87%
-5.2%
ANGL BuyVANECK VECTORS ETF TRfallen angel hg$2,606,970
+119212.1%
93,039
+15.0%
4.56%
+7.8%
AAPL BuyAPPLE INC$2,266,146
+128293.5%
13,743
+1.2%
3.97%
+16.1%
SCHX SellSCWAB STRATEGIC TRus lrg cap etf$1,973,109
+106670.0%
40,792
-0.4%
3.45%
-3.5%
IJR BuyISHARES TRcore s&p scp etf$1,871,764
+105173.6%
19,356
+3.1%
3.28%
-4.8%
IEMG SellISHARES INCcore msci emkt$1,798,277
+103786.6%
36,857
-0.5%
3.15%
-6.1%
TIP SellISHARES TRtips bd etf$1,569,651
+101957.9%
14,237
-1.4%
2.75%
-7.8%
SCHO SellSCWAB STRATEGIC TRsht tm us tres$1,525,072
+98802.2%
31,257
-2.2%
2.67%
-10.6%
IVE SellISHARES TRs&p 500 val etf$1,191,234
+102327.7%
7,849
-2.1%
2.08%
-7.4%
STIP SellISHARES TR0-5 yr tips etf$1,095,825
+88415.8%
11,043
-13.5%
1.92%
-20.0%
FBND BuyFIDELITY MERRIMACK STR TRtotal bd etf$975,338
+253894.3%
21,203
+148.3%
1.71%
+129.4%
MSFT BuyMICROSOFT CORP$939,907
+125724.2%
3,260
+4.7%
1.64%
+13.7%
IVW SellISHARES TRs&p 500 grwt etf$923,264
+105778.9%
14,451
-3.1%
1.62%
-4.3%
LLY BuyLILLY ELI & CO$921,739
+94924.6%
2,684
+1.2%
1.61%
-14.1%
SCHM BuySCWAB STRATEGIC TRus mid-cap etf$865,834
+104595.8%
12,761
+1.3%
1.52%
-5.4%
DLTR  DOLLAR TREE INC$746,460
+101459.2%
5,2000.0%1.31%
-8.2%
HYG BuyISHARES TRiboxx hi yd etf$628,922
+108334.8%
8,325
+5.6%
1.10%
-2.0%
SCHF BuySCWAB STRATEGIC TRintl eqty etf$528,473
+112821.6%
15,186
+4.5%
0.92%
+2.1%
SCHA BuySCWAB STRATEGIC TRus sml cap etf$519,177
+104572.8%
12,382
+1.1%
0.91%
-5.4%
BAC BuyBANK AMER CORP$506,134
+86418.6%
17,697
+0.1%
0.89%
-21.8%
SCHG  SCWAB STRATEGIC TRus lcap gr etf$429,470
+117241.5%
6,5900.0%0.75%
+6.1%
SCHV  SCWAB STRATEGIC TRus lcap gr etf$428,303
+99274.2%
6,5310.0%0.75%
-10.2%
AGG SellISHARES TRcore us aggbd et$348,840
+78644.9%
3,501
-23.4%
0.61%
-28.8%
JNJ BuyJOHNSON & JOHNSON$345,856
+88354.2%
2,231
+0.7%
0.60%
-20.1%
IWN BuyISHARES TRrus 2000 val etf$342,055
+103553.0%
2,496
+5.0%
0.60%
-6.3%
IWO BuyISHARES TRrus 2000 grw etf$340,498
+109034.0%
1,501
+3.2%
0.60%
-1.3%
AMZN BuyAMAZON COM INC$334,040
+125952.8%
3,234
+2.3%
0.58%
+14.0%
IJS SellISHARES TRcore smc600vl etf$300,517
+102465.5%
3,211
-0.1%
0.53%
-7.2%
IJT BuyISHARES TRsp smcp600gr etf$297,498
+102485.5%
2,706
+0.8%
0.52%
-7.3%
NVDA BuyNVIDIA CORP$265,035
+193356.2%
954
+2.0%
0.46%
+75.1%
LDUR BuyPIMCO ETF TRenhncd lw dur ac$259,131
+113553.9%
2,731
+13.1%
0.45%
+2.7%
QUAL SellISHARES TRusa quality fctr$241,122
+101639.2%
1,944
-6.4%
0.42%
-8.1%
IXUS BuyISHARES TRcore msci total$226,874
+109501.0%
3,662
+2.4%
0.40%
-1.0%
SCHP BuySCWAB STRATEGIC TRus tips etf$216,303
+183207.6%
4,034
+77.0%
0.38%
+65.5%
EEMV SellISHARESmin vol emrg mkt$206,133
+102453.7%
3,777
-0.1%
0.36%
-7.2%
BRKB BuyBERSHIRE HATHAWAY INC DELcl b new$203,171
+120835.1%
658
+21.2%
0.36%
+9.5%
BSV SellVANGUARD BD INDEX FD INCshort trm bond$200,946
+72971.3%
2,627
-28.0%
0.35%
-34.0%
LOW  LOWES COS INC$199,970
+100387.4%
1,0000.0%0.35%
-9.1%
R  RYDER SYS INC$190,617
+106389.9%
2,1360.0%0.33%
-3.7%
IYR SellISHARES TRu.s real es etf$190,978
+97837.4%
2,249
-2.8%
0.33%
-11.6%
DJP SellBARCLAYS BK PLCdjubs cmdt etn36$184,833
+91401.5%
5,851
-2.3%
0.32%
-17.1%
CVS BuyCVS HEALTH GROUP$181,465
+79840.5%
2,442
+0.2%
0.32%
-27.7%
PG SellPROCTOR AND GAMBLE CO$175,752
+95417.4%
1,182
-2.6%
0.31%
-13.5%
HD SellHOME DEPOT INC$163,201
+92627.8%
553
-0.9%
0.29%
-16.1%
LRGF SellISHARES TRmultifactor usa$163,647
+99080.0%
3,949
-6.7%
0.29%
-10.6%
DFAI NewDIMENSIONAL ETF TRUSTintl core eqt mk$157,334–5,838
+100.0%
0.28%–
SCHH BuySCWAB STRATEGIC TRus reit etf$157,131
+110555.6%
8,058
+9.7%
0.28%0.0%
SO BuySOUTHERN CO$146,605
+100314.4%
2,107
+3.1%
0.26%
-9.2%
IMCV BuyISHARES TRmrgstr md cp val$139,669
+1551777.8%
2,257
+1535.5%
0.24%
+1341.2%
SCZ  ISHARES TReafe sml cp etf$136,934
+106050.4%
2,2920.0%0.24%
-4.0%
XOM BuyEXXON MOBIL CORP$135,482
+100257.0%
1,235
+0.8%
0.24%
-9.2%
GOOGL BuyALPHABET INCcap stk cl a$130,077
+160488.9%
1,254
+36.0%
0.23%
+45.2%
DFAT BuyDIMENSIONAL ETF TRUSTus targeted vlu$127,135
+977861.5%
2,857
+852.3%
0.22%
+792.0%
EMB SellISHARES TRjp mor em mk etf$126,952
+92565.7%
1,471
-9.0%
0.22%
-16.2%
SCHE BuySCWAB STRATEGIC TRemrd mkteq etf$126,278
+113664.0%
5,150
+9.5%
0.22%
+2.8%
SCHD BuySCWAB STRATEGIC TRus dividend eq$124,591
+102023.8%
1,703
+5.8%
0.22%
-7.6%
NEAR  ISHARES US ETF TRsht mat bd etf$108,874
+222091.8%
9950.0%0.19%
+101.1%
WFC  WELLS FARGO CO NEW$102,197
+90339.8%
2,7340.0%0.18%
-18.3%
PFE  PFIZER INC$97,920
+79509.8%
2,4000.0%0.17%
-28.2%
ISTB SellISHARES TRcore st usdb etf$95,823
+92932.0%
2,032
-8.6%
0.17%
-15.6%
SPLV BuyINVESCO EXCHNG TRADED FD TRs&p500 low vol$94,162
+103374.7%
1,509
+5.6%
0.16%
-6.2%
TFC  TRUIST FINL CORP$91,286
+79279.1%
2,6770.0%0.16%
-28.3%
DGRO BuyISHARES TRcore div grwth$89,305
+118973.3%
1,786
+18.8%
0.16%
+7.6%
IWM BuyISHARES TRrussell 2000 etf$83,858
+102165.9%
470
+0.2%
0.15%
-7.5%
WMT SellWALMART INC$76,527
+101936.0%
519
-2.1%
0.13%
-7.6%
FPXI SellFIRST TR EXCHANGE TRADED FDintl equity opp$74,424
+79074.5%
1,825
-25.0%
0.13%
-28.6%
IAU SellISHARES GOLD TRishares new$73,320
+89314.6%
1,962
-16.8%
0.13%
-19.5%
IGOV SellISHARES TRintl trea bd etf$70,770
+101000.0%
1,760
-1.8%
0.12%
-8.8%
BBY  BEST BUY INC$70,443
+97737.5%
9000.0%0.12%
-11.5%
AMAT  APPLIED MATLS INC$68,171
+126142.6%
5550.0%0.12%
+13.3%
HDV BuyISHARES TRcore high dv etf$65,351
+100440.0%
643
+3.0%
0.11%
-9.5%
SCHC BuySCWAB STRATEGIC TRintl sceqt etf$62,094
+112798.2%
1,842
+5.0%
0.11%
+1.9%
CLTL BuyINVESCO EXCHANGE TRADED FD Ttreas colaterl$61,238
+100290.2%
580
+1.0%
0.11%
-9.3%
HYS SellPIMCO EFT TR0-5 high yield$53,832
+73642.5%
589
-27.5%
0.09%
-33.3%
CDNS  CADENCE DESIGN SYSTEM INC$52,523
+131207.5%
2500.0%0.09%
+19.5%
QQQ BuyINVESCO QQQ TRunit ser 1$50,707
+211179.2%
158
+71.7%
0.09%
+93.5%
NewVANECK ETF TRUSTmorningstar smid$49,685–1,747
+100.0%
0.09%–
TLT  ISHARES TR20 yr tr bd etf$48,930
+106269.6%
4600.0%0.09%
-3.4%
MDT  MEDTRONIC PLC$48,372
+102819.1%
6000.0%0.08%
-6.6%
SNPS  SYNOPSYS INC$48,281
+120602.5%
1250.0%0.08%
+10.4%
SRLN  SSGA ACTIVE ETF TRblackstone senr$47,928
+83984.2%
1,4050.0%0.08%
-23.6%
FIS BuyFIDELITY NATL INFORMATION SV$47,642
+80649.2%
877
+0.1%
0.08%
-27.2%
USO BuyUNITED STS OIL FD LPunits$46,043
+99993.5%
693
+4.7%
0.08%
-9.0%
AMD  ADVANCED MICRO DEVICES INC$39,204
+150684.6%
4000.0%0.07%
+38.0%
SLV SellISHARES TRishares$39,462
+98555.0%
1,784
-2.4%
0.07%
-10.4%
DG  DOLLAR GEN CORP NEW$37,883
+85997.7%
1800.0%0.07%
-22.4%
KO BuyCOCA COLA CO$37,280
+137974.1%
601
+39.1%
0.06%
+25.0%
UNH BuyUNITEDHEALTH GROUP INC$35,993
+276769.2%
76
+216.7%
0.06%
+152.0%
TSLA BuyTESLA INC$35,683
+198138.9%
172
+14.7%
0.06%
+77.1%
GM  GENERAL MTRS CO$35,506
+107493.9%
9680.0%0.06%
-3.1%
BMY  BRISTOL-MYERS SQUIBB CO$34,655
+96163.9%
5000.0%0.06%
-12.9%
JHMM NewJOHN HANCOCK EXCHAGE TRADEDmultifactor mi$34,234–715
+100.0%
0.06%–
T  AT&T$31,724
+105646.7%
1,6480.0%0.06%
-3.4%
RSP BuyINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$31,759
+102348.4%
220
+0.5%
0.06%
-6.7%
PAYC  PAYCOM SOFTWARE INC$29,793
+99210.0%
980.0%0.05%
-10.3%
 GENERAL ELECTRIC CO$28,680
+114620.0%
3000.0%0.05%
+4.2%
ORCL  ORACLE CORP$27,876
+111404.0%
3000.0%0.05%
+2.1%
SPY BuySPDR S&P 500 ETF TRtr unit$27,429
+249254.5%
67
+123.3%
0.05%
+128.6%
WBA  WALGREENS BOOT ALLIANCE INC$27,664
+92113.3%
8000.0%0.05%
-17.2%
USMV SellISHARES TRmsci usa min vol$25,692
+95055.6%
353
-4.9%
0.04%
-13.5%
GOOG  ALPHABET INCcap stk cl c$25,480
+115718.2%
2450.0%0.04%
+4.7%
SOXX BuyISHARES TRishares semicdtr$25,791
+1289450.0%
58
+728.6%
0.04%
+1025.0%
V SellVISA INC$24,575
+106747.8%
109
-3.5%
0.04%
-4.4%
NFLX SellNETFLIX INC$24,529
+111395.5%
71
-2.7%
0.04%0.0%
MPLX  MPLX LP$24,115
+104747.8%
7000.0%0.04%
-6.7%
PAYX  PAYCHEX INC$22,578
+98065.2%
1970.0%0.04%
-11.1%
ADBE BuyADOBE INC$22,351
+117536.8%
58
+3.6%
0.04%
+5.4%
PEP SellPEPSICO INC$22,058
+88132.0%
121
-11.7%
0.04%
-18.8%
AZN  ASTRAZENECA PLCsponsored adr$19,435
+102189.5%
2800.0%0.03%
-8.1%
ALB NewALBEMARLE CORP$18,125–82
+100.0%
0.03%–
SPYD BuySPDR SER TRprtflo s&p500 hi$16,454
+411250.0%
433
+333.0%
0.03%
+262.5%
IVZ  INVESCO LTD$16,400
+91011.1%
1,0000.0%0.03%
-17.1%
LAC NewLITHIUM AMERS CORP NEW$15,754–724
+100.0%
0.03%–
JPM BuyJPMORGAN CHASE & CO$15,880
+99150.0%
122
+0.8%
0.03%
-9.7%
TAN  INVESCO EXCHNG TRADED FD TRsolar etf$15,293
+109135.7%
1970.0%0.03%0.0%
LMT NewLOCKHEED MARTIN CORP$15,127–32
+100.0%
0.03%–
EFAV  ISHARES TRmin vol eafe etf$14,680
+104757.1%
2170.0%0.03%
-3.7%
CVX BuyCHEVRON CORP NEW$14,799
+211314.3%
91
+122.0%
0.03%
+85.7%
EPRT BuyESSENTIAL PPTYS RLTY TR INC$14,465
+103221.4%
582
+1.2%
0.02%
-7.4%
IWR BuyISHARES TRrus md cap gr etf$12,978
+108050.0%
186
+3.3%
0.02%0.0%
IMTM BuyISHARES TRmsci intl moment$13,197
+101415.4%
408
+0.2%
0.02%
-8.0%
IDXX  IDEXX LABS INC$12,502
+124920.0%
250.0%0.02%
+15.8%
MTUM  ISHARES TRusa momentum fct$12,096
+92946.2%
870.0%0.02%
-16.0%
FBHS  FORTUNE BRANDS HOME & SEC IN$11,746
+106681.8%
2000.0%0.02%0.0%
INTC BuyINTEL CORP$11,644
+129277.8%
356
+1.1%
0.02%
+17.6%
WLKP  WESTLAKE CHEM PARTNERS LP$8,804
+97722.2%
4000.0%0.02%
-11.8%
LQD  ISHARES TRiboxx inv cp etf$7,453
+106371.4%
680.0%0.01%
-7.1%
F BuyFORD MTR CO DEL$6,943
+115616.7%
551
+6.6%
0.01%0.0%
 WARNER BROS DISCOVERY INC$6,010
+150150.0%
3980.0%0.01%
+37.5%
RY  ROYAL BK CDA SUSTAINABL$6,499
+108216.7%
680.0%0.01%
-8.3%
HPQ BuyHP INC$6,435
+107150.0%
219
+0.9%
0.01%
-8.3%
LEVI  LEVI STRAUSS & CO NEW$5,469
+109280.0%
3000.0%0.01%0.0%
NEE SellNEXTERA ENERGY INC$5,704
+71200.0%
74
-18.7%
0.01%
-33.3%
RTX BuyRAYTHEON TECHNOLOGIES CORP$4,994
+166366.7%
51
+59.4%
0.01%
+50.0%
GNRC  GENERAC HLDGS INC$5,401
+107920.0%
500.0%0.01%
-10.0%
DIS  DISNEY WALT CO$5,107
+127575.0%
510.0%0.01%
+12.5%
ACWX BuyISHARES TRmsci acwi ex us$4,337
+108325.0%
89
+1.1%
0.01%0.0%
HON BuyHONEYWELL INTL INC$4,778
+159166.7%
25
+78.6%
0.01%
+33.3%
PLD NewPROLOGIS INC$4,769–38
+100.0%
0.01%–
CAG BuyCONAGRA BANDS INC$4,115
+102775.0%
110
+1.9%
0.01%
-12.5%
VYM SellVANGUARD WHITEHALL FDShigh div yld$3,482
+86950.0%
33
-15.4%
0.01%
-25.0%
HPE BuyHEWLETT PACKARD ENTERPRISE C$3,280
+109233.3%
206
+1.0%
0.01%0.0%
ACWI BuyISHARES TRmsci acwi etf$3,178
+105833.3%
35
+2.9%
0.01%0.0%
LW  LAMB WESTON HLDGS INC$3,360
+111900.0%
320.0%0.01%0.0%
VTRS  VIATRIS INC$2,857
+95133.3%
2970.0%0.01%
-16.7%
ARKK  ARK ETF TRinnovation etf$2,783
+139050.0%
690.0%0.01%
+25.0%
MRVL NewMARVELL TECHNOLOGY$2,641–61
+100.0%
0.01%–
CNHI  CNH INDL N V$2,550
+84900.0%
1670.0%0.00%
-33.3%
TQQQ SellPROSHARES TRultrapro qqq$2,099
+209800.0%
74
-1.3%
0.00%
+100.0%
WM NewWASTE MGMT INC DEL$2,448–15
+100.0%
0.00%–
SBUX SellSTARBUCKS CORP$2,540
+84566.7%
24
-4.0%
0.00%
-33.3%
FB BuyMETA PLATFORMS INCcl a$1,484
+148300.0%
7
+16.7%
0.00%
+50.0%
GS  GOLDMAN SACHS GROUP INC$1,636
+81700.0%
50.0%0.00%
-25.0%
SellDRAFTKINGS INC$1,936
+193500.0%
100
-5.7%
0.00%
+50.0%
CMCSA BuyCOMCAST CORP NEWcl a$948
+94700.0%
25
+31.6%
0.00%0.0%
ABNB SellAIRBNB INC$871
+87000.0%
7
-12.5%
0.00%0.0%
WAB  WABTEC$1,213
+121200.0%
120.0%0.00%0.0%
VVI  VIAD CORP$891
+89000.0%
420.0%0.00%0.0%
ECL NewECOLAB INC$993–6
+100.0%
0.00%–
SCHW  SCHWAB CHARLES CORP$1,362
+68000.0%
260.0%0.00%
-50.0%
QCOM BuyQUALCOMM INC$893–7
+133.3%
0.00%–
GIS SellGENERAL MLS INC$1,111
+55450.0%
13
-35.0%
0.00%
-50.0%
UBER SellUBER TECHNOLOGIES INC$1,300
+64900.0%
41
-39.7%
0.00%
-50.0%
GRWG  GROWGENERATION CORP$342–1000.0%0.00%–
DAL  DELTA AIR LINES INC DEL$349–100.0%0.00%–
DXC BuyDXC TECHNOLOGY CO$374–15
+7.1%
0.00%–
TMUS BuyT-MOBILE US INC$435–3
+50.0%
0.00%–
TD  TORONTO DOMINION BK ONT$599
+59800.0%
100.0%0.00%
-50.0%
VPU SellVANGUARD WORLD FDSutilities etf$374
+1285.2%
2
-98.9%
0.00%
-98.1%
VCSH  VANGUARD SCOTTSDALE FDSshrt tmr corp bd$457–60.0%0.00%–
KR SellKROGER CO$839
+83800.0%
17
-26.1%
0.00%
-50.0%
FILL ExitISHARESglb enr prod etf$0–-12
-100.0%
0.00%–
MGI  MONEYGRAM INTL INC$188–180.0%0.00%–
FNF BuyFIDELITY NATIONAL FINANCIAL$126–4
+33.3%
0.00%–
IXC BuyISHARES TRglobal energ etf$0–0
+100.0%
0.00%–
COIN  COINBASE GLOBAL INC$68–10.0%0.00%–
FM  ISHARESmsci frntr100etf$261–100.0%0.00%–
NewCOLLABORATIVE INVESTMENT SERrareview inflatn$19–1
+100.0%
0.00%–
SNAP SellSNAP INCcl a$11–1
-95.7%
0.00%–
PCY  INVESCO EXCHNG TRADED FD TRemrng mkt svrg$77–40.0%0.00%–
KRNY  KEARNY FINL CORP MD$244–300.0%0.00%–
NKLA SellNIKOLA CORP$242–200
-2.4%
0.00%–
DD BuyDUPONT DE NEMOURS INC$0–0
+100.0%
0.00%–
CTVA BuyCORTEVA INC$0–0
+100.0%
0.00%–
SPHQ  INVESCO EXCHANGE TRADED FD Ts&p500 quality$238
+7.2%
5,0400.0%0.00%
-100.0%
UPRO ExitPROSHARES TRultrpro s&p500$0–-5
-100.0%
0.00%–
ExitMICRO FOCUS INTERNATIONAL PLspon adr new$0–-19
-100.0%
0.00%–
UDOW ExitPROSHARES TRultrpro dow30$0–-1
-100.0%
0.00%–
CNNE  CANNAE HLDGS INC$20–10.0%0.00%–
BA ExitBOEING CO$0–-3
-100.0%
-0.00%–
FIXD ExitFIRST TR EXCHNG TRADED FD VItcw opportunis$0–-1,371
-100.0%
-0.12%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR35Q3 202312.9%
ISHARES TR35Q3 202314.6%
ISHARES TR35Q3 202310.4%
ISHARES TR35Q3 20238.2%
ISHARES TR35Q3 202321.7%
ISHARES TR35Q3 202310.2%
ISHARES TR35Q3 20237.7%
ISHARES TR35Q3 20237.3%
ISHARES TR35Q3 20237.3%
ISHARES35Q3 20236.9%

View CLEAR INVESTMENT RESEARCH, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-12
13F-HR2023-11-07
13F-HR2023-08-09
13F-HR2023-05-09
13F-HR2023-02-10
13F-HR2022-11-01
13F-HR2022-08-05
13F-HR2022-05-02
13F-HR2022-01-24
13F-HR2021-11-01

View CLEAR INVESTMENT RESEARCH, LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported number of holdings is incorrect (190 != 189)

Export CLEAR INVESTMENT RESEARCH, LLC's holdings

CSVXLS