$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $157,334 | – | 5,838 | +100.0% | 0.28% | – |
| New | VANECK ETF TRUSTmorningstar smid | $49,685 | – | 1,747 | +100.0% | 0.09% | – | |
| JHMM | New | JOHN HANCOCK EXCHAGE TRADEDmultifactor mi | $34,234 | – | 715 | +100.0% | 0.06% | – |
| ALB | New | ALBEMARLE CORP | $18,125 | – | 82 | +100.0% | 0.03% | – |
| LAC | New | LITHIUM AMERS CORP NEW | $15,754 | – | 724 | +100.0% | 0.03% | – |
| LMT | New | LOCKHEED MARTIN CORP | $15,127 | – | 32 | +100.0% | 0.03% | – |
| PLD | New | PROLOGIS INC | $4,769 | – | 38 | +100.0% | 0.01% | – |
| MRVL | New | MARVELL TECHNOLOGY | $2,641 | – | 61 | +100.0% | 0.01% | – |
| WM | New | WASTE MGMT INC DEL | $2,448 | – | 15 | +100.0% | 0.00% | – |
| ECL | New | ECOLAB INC | $993 | – | 6 | +100.0% | 0.00% | – |
| New | COLLABORATIVE INVESTMENT SERrareview inflatn | $19 | – | 1 | +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.