$59.6 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 199 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 21.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IJH | Buy | ISHARES TRcore s&p mcp etf | $4,995,026 | +8.0% | 19,102 | +3.3% | 8.38% | +3.4% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $3,691,936 | +0.8% | 44,183 | +0.2% | 6.19% | -3.4% |
IEFA | Buy | ISHARES TRcores msci eafe | $2,840,686 | +2.1% | 42,084 | +1.1% | 4.76% | -2.2% |
ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $2,799,154 | +7.4% | 100,797 | +8.3% | 4.69% | +2.8% |
AAPL | Buy | APPLE INC | $2,740,906 | +21.0% | 14,130 | +2.8% | 4.60% | +15.9% |
SCHX | Buy | SCWAB STRATEGIC TRus lrg cap etf | $2,266,050 | +14.8% | 43,270 | +6.1% | 3.80% | +10.0% |
IJR | Buy | ISHARES TRcore s&p scp etf | $2,040,867 | +9.0% | 20,480 | +5.8% | 3.42% | +4.4% |
IEMG | Buy | ISHARES INCcore msci emkt | $1,830,169 | +1.8% | 37,130 | +0.7% | 3.07% | -2.5% |
LLY | Buy | LILLY ELI & CO | $1,275,626 | +38.4% | 2,720 | +1.3% | 2.14% | +32.5% |
FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $1,269,098 | +30.1% | 27,941 | +31.8% | 2.13% | +24.7% |
MSFT | Buy | MICROSOFT CORP | $1,192,352 | +26.9% | 3,501 | +7.4% | 2.00% | +21.5% |
SCHM | Buy | SCWAB STRATEGIC TRus mid-cap etf | $972,472 | +12.3% | 13,691 | +7.3% | 1.63% | +7.6% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $677,905 | +7.8% | 9,030 | +8.5% | 1.14% | +3.3% |
SCHA | Buy | SCWAB STRATEGIC TRus sml cap etf | $580,043 | +11.7% | 13,243 | +7.0% | 0.97% | +7.0% |
SCHF | Buy | SCWAB STRATEGIC TRintl eqty etf | $572,646 | +8.4% | 16,063 | +5.8% | 0.96% | +3.8% |
SCHG | Buy | SCWAB STRATEGIC TRus lcap gr etf | $553,581 | +28.9% | 7,386 | +12.1% | 0.93% | +23.4% |
BAC | Buy | BANK AMER CORP | $511,893 | +1.1% | 17,842 | +0.8% | 0.86% | -3.2% |
SCHP | Buy | SCWAB STRATEGIC TRus tips etf | $500,441 | +131.4% | 9,544 | +136.6% | 0.84% | +121.4% |
SCHV | Buy | SCWAB STRATEGIC TRus lcap gr etf | $477,144 | +11.4% | 7,112 | +8.9% | 0.80% | +6.7% |
AMZN | Buy | AMAZON COM INC | $445,962 | +33.5% | 3,421 | +5.8% | 0.75% | +27.9% |
NVDA | Buy | NVIDIA CORP | $415,049 | +56.6% | 981 | +2.8% | 0.70% | +50.0% |
IWO | Buy | ISHARES TRrus 2000 grw etf | $383,717 | +12.7% | 1,581 | +5.3% | 0.64% | +7.9% |
AGG | Buy | ISHARES TRcore us aggbd et | $355,363 | +1.9% | 3,628 | +3.6% | 0.60% | -2.5% |
BRKB | Buy | BERSHIRE HATHAWAY INC DELcl b new | $266,662 | +31.3% | 782 | +18.8% | 0.45% | +25.6% |
SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $254,547 | +106852.5% | 5,045 | +0.1% | 0.43% | – |
GOOGL | Buy | ALPHABET INCcap stk cl a | $199,660 | +53.5% | 1,668 | +33.0% | 0.34% | +46.9% |
DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $198,405 | +26.1% | 7,262 | +24.4% | 0.33% | +21.1% |
IYR | Buy | ISHARES TRu.s real es etf | $197,503 | +3.4% | 2,282 | +1.5% | 0.33% | -0.9% |
PG | Buy | PROCTOR AND GAMBLE CO | $183,680 | +4.5% | 1,210 | +2.4% | 0.31% | 0.0% |
SCHH | Buy | SCWAB STRATEGIC TRus reit etf | $171,532 | +9.2% | 8,783 | +9.0% | 0.29% | +4.7% |
CVS | Buy | CVS HEALTH GROUP | $169,783 | -6.4% | 2,456 | +0.6% | 0.28% | -10.4% |
SCZ | Buy | ISHARES TReafe sml cp etf | $145,747 | +6.4% | 2,471 | +7.8% | 0.24% | +1.7% |
DGRO | Buy | ISHARES TRcore div grwth | $142,569 | +59.6% | 2,766 | +54.9% | 0.24% | +53.2% |
SCHE | Buy | SCWAB STRATEGIC TRemrd mkteq etf | $133,790 | +5.9% | 5,432 | +5.5% | 0.22% | +1.4% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $130,036 | +156.4% | 352 | +122.8% | 0.22% | +144.9% |
EMB | Buy | ISHARES TRjp mor em mk etf | $130,228 | +2.6% | 1,504 | +2.2% | 0.22% | -1.8% |
NEAR | Buy | ISHARES US ETF TRsht mat bd etf | $123,011 | +13.0% | 2,474 | +148.6% | 0.21% | +7.9% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $110,820 | +304.0% | 250 | +273.1% | 0.19% | +287.5% |
SPLV | Buy | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $95,660 | +1.6% | 1,523 | +0.9% | 0.16% | -3.0% |
WMT | Buy | WALMART INC | $89,815 | +17.4% | 571 | +10.0% | 0.15% | +12.7% |
IAU | Buy | ISHARES GOLD TRishares new | $76,892 | +4.9% | 2,113 | +7.7% | 0.13% | +0.8% |
IGOV | Buy | ISHARES TRintl trea bd etf | $75,300 | +6.4% | 1,902 | +8.1% | 0.13% | +1.6% |
HDV | Buy | ISHARES TRcore high dv etf | $67,937 | +4.0% | 674 | +4.8% | 0.11% | 0.0% |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $63,889 | +288.3% | 1,723 | +297.9% | 0.11% | +269.0% |
CLTL | Buy | INVESCO EXCHANGE TRADED FD Ttreas colaterl | $61,878 | +1.0% | 586 | +1.0% | 0.10% | -2.8% |
TSLA | Buy | TESLA INC | $57,328 | +60.7% | 219 | +27.3% | 0.10% | +54.8% |
USO | Buy | UNITED STS OIL FD LPunits | $55,860 | +21.3% | 879 | +26.8% | 0.09% | +16.0% |
JHMM | Buy | JOHN HANCOCK EXCHAGE TRADEDmultifactor mi | $53,634 | +56.7% | 1,079 | +50.9% | 0.09% | +50.0% |
New | CAPITAL GROUP INTL FOCUS EQT | $51,650 | – | 2,196 | +100.0% | 0.09% | – | |
SOXX | Buy | ISHARES TRishares semicdtr | $51,233 | +98.6% | 101 | +74.1% | 0.09% | +91.1% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $46,134 | +17.7% | 405 | +1.2% | 0.08% | +11.6% |
UNH | Buy | UNITEDHEALTH GROUP INC | $42,026 | +16.8% | 87 | +14.5% | 0.07% | +11.1% |
GM | Buy | GENERAL MTRS CO | $41,452 | +16.7% | 1,075 | +11.1% | 0.07% | +12.9% |
KO | Buy | COCA COLA CO | $41,086 | +10.2% | 682 | +13.5% | 0.07% | +6.2% |
SLV | Buy | ISHARES TRishares | $38,458 | -2.5% | 1,841 | +3.2% | 0.06% | -7.2% |
V | Buy | VISA INC | $37,997 | +54.6% | 160 | +46.8% | 0.06% | +48.8% |
NFLX | Buy | NETFLIX INC | $32,262 | +31.5% | 73 | +2.8% | 0.05% | +25.6% |
ADBE | Buy | ADOBE INC | $30,806 | +37.8% | 63 | +8.6% | 0.05% | +33.3% |
USMV | Buy | ISHARES TRmsci usa min vol | $26,355 | +2.6% | 354 | +0.3% | 0.04% | -2.2% |
JPM | Buy | JPMORGAN CHASE & CO | $20,198 | +27.2% | 138 | +13.1% | 0.03% | +21.4% |
LMT | Buy | LOCKHEED MARTIN CORP | $19,895 | +31.5% | 43 | +34.4% | 0.03% | +26.9% |
ALB | Buy | ALBEMARLE CORP | $19,216 | +6.0% | 86 | +4.9% | 0.03% | 0.0% |
LAC | Buy | LITHIUM AMERS CORP NEW | $14,875 | -5.6% | 736 | +1.7% | 0.02% | -10.7% |
IMTM | Buy | ISHARES TRmsci intl moment | $13,903 | +5.3% | 418 | +2.5% | 0.02% | 0.0% |
EPRT | Buy | ESSENTIAL PPTYS RLTY TR INC | $13,858 | -4.2% | 588 | +1.0% | 0.02% | -8.0% |
HON | Buy | HONEYWELL INTL INC | $11,487 | +140.4% | 55 | +120.0% | 0.02% | +137.5% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $10,678 | +113.8% | 109 | +113.7% | 0.02% | +100.0% |
SCHW | Buy | SCHWAB CHARLES CORP | $10,202 | +649.0% | 180 | +592.3% | 0.02% | +750.0% |
PLD | Buy | PROLOGIS INC | $9,642 | +102.2% | 78 | +105.3% | 0.02% | +100.0% |
F | Buy | FORD MTR CO DEL | $9,254 | +33.3% | 612 | +11.1% | 0.02% | +33.3% |
NEE | Buy | NEXTERA ENERGY INC | $6,992 | +22.6% | 94 | +27.0% | 0.01% | +20.0% |
SBUX | Buy | STARBUCKS CORP | $6,452 | +154.0% | 65 | +170.8% | 0.01% | +175.0% |
HPQ | Buy | HP INC | $6,793 | +5.6% | 221 | +0.9% | 0.01% | 0.0% |
BLK | New | BLACKROCK INC | $6,240 | – | 9 | +100.0% | 0.01% | – |
AVGO | New | BROADCOM INC | $5,214 | – | 6 | +100.0% | 0.01% | – |
APD | New | AIR PRODS & CHEMS INC | $4,493 | – | 15 | +100.0% | 0.01% | – |
FB | Buy | META PLATFORMS INCcl a | $4,750 | +220.1% | 16 | +128.6% | 0.01% | +166.7% |
AMT | New | AMERICAN TOWER CORP NEW | $4,655 | – | 24 | +100.0% | 0.01% | – |
ACWX | Buy | ISHARES TRmsci acwi ex us | $4,449 | +2.6% | 90 | +1.1% | 0.01% | -12.5% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $4,137 | +18.8% | 39 | +18.2% | 0.01% | +16.7% |
TMUS | Buy | T-MOBILE US INC | $3,334 | +666.4% | 24 | +700.0% | 0.01% | +500.0% |
MRVL | Buy | MARVELL TECHNOLOGY | $3,770 | +42.7% | 63 | +3.3% | 0.01% | +20.0% |
TQQQ | Buy | PROSHARES TRultrapro qqq | $3,583 | +70.7% | 87 | +17.6% | 0.01% | +50.0% |
HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $3,485 | +6.2% | 207 | +0.5% | 0.01% | 0.0% |
ECL | Buy | ECOLAB INC | $2,987 | +200.8% | 16 | +166.7% | 0.01% | +150.0% |
ITW | New | ILLINOIS TOOL WKS INC | $2,752 | – | 11 | +100.0% | 0.01% | – |
CMCSA | Buy | COMCAST CORP NEWcl a | $2,576 | +171.7% | 62 | +148.0% | 0.00% | +100.0% |
ON | New | ON SEMICONDUCTOR CORP | $1,702 | – | 18 | +100.0% | 0.00% | – |
GIS | Buy | GENERAL MLS INC | $1,534 | +38.1% | 20 | +53.8% | 0.00% | +50.0% |
New | OLD DOMINION FREIGHT LINE IN | $1,481 | – | 4 | +100.0% | 0.00% | – | |
IBM | New | INTERNATIONAL BUSINESS MACHS | $1,338 | – | 10 | +100.0% | 0.00% | – |
OXY | New | OCCIDENTAL PETE CORP | $1,000 | – | 17 | +100.0% | 0.00% | – |
LHX | New | L3HARRIS TECHNOLOGIES INC | $1,379 | – | 7 | +100.0% | 0.00% | – |
KR | Buy | KROGER CO | $1,081 | +28.8% | 23 | +35.3% | 0.00% | +100.0% |
PANW | New | PALO ALTO NETWORKS INC | $1,022 | – | 4 | +100.0% | 0.00% | – |
LRCX | New | LAMB RESEARCH CORP | $643 | – | 1 | +100.0% | 0.00% | – |
CCL | New | CARNIVAL CORP | $188 | – | 10 | +100.0% | 0.00% | – |
CTVA | Buy | CORTEVA INC | $0 | – | 0 | +100.0% | 0.00% | – |
New | MULLEN AUTOMOTIVE INC | $42 | – | 390 | +100.0% | 0.00% | – | |
DD | Buy | DUPONT DE NEMOURS INC | $0 | – | 0 | +100.0% | 0.00% | – |
IXC | Buy | ISHARES TRglobal energ etf | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-09
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.