$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 27.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $6,770,525 | +136678.3% | 265,615 | +19.4% | 11.85% | +23.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $4,625,612 | +104813.0% | 18,491 | +1.5% | 8.10% | -5.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $3,662,317 | +108767.9% | 44,103 | +8.1% | 6.41% | -1.6% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $2,606,970 | +119212.1% | 93,039 | +15.0% | 4.56% | +7.8% |
| AAPL | Buy | APPLE INC | $2,266,146 | +128293.5% | 13,743 | +1.2% | 3.97% | +16.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,871,764 | +105173.6% | 19,356 | +3.1% | 3.28% | -4.8% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $975,338 | +253894.3% | 21,203 | +148.3% | 1.71% | +129.4% |
| MSFT | Buy | MICROSOFT CORP | $939,907 | +125724.2% | 3,260 | +4.7% | 1.64% | +13.7% |
| LLY | Buy | LILLY ELI & CO | $921,739 | +94924.6% | 2,684 | +1.2% | 1.61% | -14.1% |
| SCHM | Buy | SCWAB STRATEGIC TRus mid-cap etf | $865,834 | +104595.8% | 12,761 | +1.3% | 1.52% | -5.4% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $628,922 | +108334.8% | 8,325 | +5.6% | 1.10% | -2.0% |
| SCHF | Buy | SCWAB STRATEGIC TRintl eqty etf | $528,473 | +112821.6% | 15,186 | +4.5% | 0.92% | +2.1% |
| SCHA | Buy | SCWAB STRATEGIC TRus sml cap etf | $519,177 | +104572.8% | 12,382 | +1.1% | 0.91% | -5.4% |
| BAC | Buy | BANK AMER CORP | $506,134 | +86418.6% | 17,697 | +0.1% | 0.89% | -21.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $345,856 | +88354.2% | 2,231 | +0.7% | 0.60% | -20.1% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $342,055 | +103553.0% | 2,496 | +5.0% | 0.60% | -6.3% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $340,498 | +109034.0% | 1,501 | +3.2% | 0.60% | -1.3% |
| AMZN | Buy | AMAZON COM INC | $334,040 | +125952.8% | 3,234 | +2.3% | 0.58% | +14.0% |
| IJT | Buy | ISHARES TRsp smcp600gr etf | $297,498 | +102485.5% | 2,706 | +0.8% | 0.52% | -7.3% |
| NVDA | Buy | NVIDIA CORP | $265,035 | +193356.2% | 954 | +2.0% | 0.46% | +75.1% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $259,131 | +113553.9% | 2,731 | +13.1% | 0.45% | +2.7% |
| IXUS | Buy | ISHARES TRcore msci total | $226,874 | +109501.0% | 3,662 | +2.4% | 0.40% | -1.0% |
| SCHP | Buy | SCWAB STRATEGIC TRus tips etf | $216,303 | +183207.6% | 4,034 | +77.0% | 0.38% | +65.5% |
| BRKB | Buy | BERSHIRE HATHAWAY INC DELcl b new | $203,171 | +120835.1% | 658 | +21.2% | 0.36% | +9.5% |
| CVS | Buy | CVS HEALTH GROUP | $181,465 | +79840.5% | 2,442 | +0.2% | 0.32% | -27.7% |
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $157,334 | – | 5,838 | +100.0% | 0.28% | – |
| SCHH | Buy | SCWAB STRATEGIC TRus reit etf | $157,131 | +110555.6% | 8,058 | +9.7% | 0.28% | 0.0% |
| SO | Buy | SOUTHERN CO | $146,605 | +100314.4% | 2,107 | +3.1% | 0.26% | -9.2% |
| IMCV | Buy | ISHARES TRmrgstr md cp val | $139,669 | +1551777.8% | 2,257 | +1535.5% | 0.24% | +1341.2% |
| XOM | Buy | EXXON MOBIL CORP | $135,482 | +100257.0% | 1,235 | +0.8% | 0.24% | -9.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $130,077 | +160488.9% | 1,254 | +36.0% | 0.23% | +45.2% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $127,135 | +977861.5% | 2,857 | +852.3% | 0.22% | +792.0% |
| SCHE | Buy | SCWAB STRATEGIC TRemrd mkteq etf | $126,278 | +113664.0% | 5,150 | +9.5% | 0.22% | +2.8% |
| SCHD | Buy | SCWAB STRATEGIC TRus dividend eq | $124,591 | +102023.8% | 1,703 | +5.8% | 0.22% | -7.6% |
| SPLV | Buy | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $94,162 | +103374.7% | 1,509 | +5.6% | 0.16% | -6.2% |
| DGRO | Buy | ISHARES TRcore div grwth | $89,305 | +118973.3% | 1,786 | +18.8% | 0.16% | +7.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $83,858 | +102165.9% | 470 | +0.2% | 0.15% | -7.5% |
| HDV | Buy | ISHARES TRcore high dv etf | $65,351 | +100440.0% | 643 | +3.0% | 0.11% | -9.5% |
| SCHC | Buy | SCWAB STRATEGIC TRintl sceqt etf | $62,094 | +112798.2% | 1,842 | +5.0% | 0.11% | +1.9% |
| CLTL | Buy | INVESCO EXCHANGE TRADED FD Ttreas colaterl | $61,238 | +100290.2% | 580 | +1.0% | 0.11% | -9.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $50,707 | +211179.2% | 158 | +71.7% | 0.09% | +93.5% |
| New | VANECK ETF TRUSTmorningstar smid | $49,685 | – | 1,747 | +100.0% | 0.09% | – | |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $47,642 | +80649.2% | 877 | +0.1% | 0.08% | -27.2% |
| USO | Buy | UNITED STS OIL FD LPunits | $46,043 | +99993.5% | 693 | +4.7% | 0.08% | -9.0% |
| KO | Buy | COCA COLA CO | $37,280 | +137974.1% | 601 | +39.1% | 0.06% | +25.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $35,993 | +276769.2% | 76 | +216.7% | 0.06% | +152.0% |
| TSLA | Buy | TESLA INC | $35,683 | +198138.9% | 172 | +14.7% | 0.06% | +77.1% |
| JHMM | New | JOHN HANCOCK EXCHAGE TRADEDmultifactor mi | $34,234 | – | 715 | +100.0% | 0.06% | – |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $31,759 | +102348.4% | 220 | +0.5% | 0.06% | -6.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $27,429 | +249254.5% | 67 | +123.3% | 0.05% | +128.6% |
| SOXX | Buy | ISHARES TRishares semicdtr | $25,791 | +1289450.0% | 58 | +728.6% | 0.04% | +1025.0% |
| ADBE | Buy | ADOBE INC | $22,351 | +117536.8% | 58 | +3.6% | 0.04% | +5.4% |
| ALB | New | ALBEMARLE CORP | $18,125 | – | 82 | +100.0% | 0.03% | – |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $16,454 | +411250.0% | 433 | +333.0% | 0.03% | +262.5% |
| LAC | New | LITHIUM AMERS CORP NEW | $15,754 | – | 724 | +100.0% | 0.03% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $15,880 | +99150.0% | 122 | +0.8% | 0.03% | -9.7% |
| LMT | New | LOCKHEED MARTIN CORP | $15,127 | – | 32 | +100.0% | 0.03% | – |
| CVX | Buy | CHEVRON CORP NEW | $14,799 | +211314.3% | 91 | +122.0% | 0.03% | +85.7% |
| EPRT | Buy | ESSENTIAL PPTYS RLTY TR INC | $14,465 | +103221.4% | 582 | +1.2% | 0.02% | -7.4% |
| IWR | Buy | ISHARES TRrus md cap gr etf | $12,978 | +108050.0% | 186 | +3.3% | 0.02% | 0.0% |
| IMTM | Buy | ISHARES TRmsci intl moment | $13,197 | +101415.4% | 408 | +0.2% | 0.02% | -8.0% |
| INTC | Buy | INTEL CORP | $11,644 | +129277.8% | 356 | +1.1% | 0.02% | +17.6% |
| F | Buy | FORD MTR CO DEL | $6,943 | +115616.7% | 551 | +6.6% | 0.01% | 0.0% |
| HPQ | Buy | HP INC | $6,435 | +107150.0% | 219 | +0.9% | 0.01% | -8.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $4,994 | +166366.7% | 51 | +59.4% | 0.01% | +50.0% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $4,337 | +108325.0% | 89 | +1.1% | 0.01% | 0.0% |
| HON | Buy | HONEYWELL INTL INC | $4,778 | +159166.7% | 25 | +78.6% | 0.01% | +33.3% |
| PLD | New | PROLOGIS INC | $4,769 | – | 38 | +100.0% | 0.01% | – |
| CAG | Buy | CONAGRA BANDS INC | $4,115 | +102775.0% | 110 | +1.9% | 0.01% | -12.5% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $3,280 | +109233.3% | 206 | +1.0% | 0.01% | 0.0% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $3,178 | +105833.3% | 35 | +2.9% | 0.01% | 0.0% |
| MRVL | New | MARVELL TECHNOLOGY | $2,641 | – | 61 | +100.0% | 0.01% | – |
| WM | New | WASTE MGMT INC DEL | $2,448 | – | 15 | +100.0% | 0.00% | – |
| FB | Buy | META PLATFORMS INCcl a | $1,484 | +148300.0% | 7 | +16.7% | 0.00% | +50.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $948 | +94700.0% | 25 | +31.6% | 0.00% | 0.0% |
| ECL | New | ECOLAB INC | $993 | – | 6 | +100.0% | 0.00% | – |
| QCOM | Buy | QUALCOMM INC | $893 | – | 7 | +133.3% | 0.00% | – |
| DXC | Buy | DXC TECHNOLOGY CO | $374 | – | 15 | +7.1% | 0.00% | – |
| TMUS | Buy | T-MOBILE US INC | $435 | – | 3 | +50.0% | 0.00% | – |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL | $126 | – | 4 | +33.3% | 0.00% | – |
| IXC | Buy | ISHARES TRglobal energ etf | $0 | – | 0 | +100.0% | 0.00% | – |
| New | COLLABORATIVE INVESTMENT SERrareview inflatn | $19 | – | 1 | +100.0% | 0.00% | – | |
| DD | Buy | DUPONT DE NEMOURS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| CTVA | Buy | CORTEVA INC | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-09
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.