| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CCL | Exit | CARNIVAL CORP | $0 | – | -10 | -100.0% | 0.00% | – |
| Exit | COLLABORATIVE INVESTMENT SERrareview inflatn | $0 | – | -1 | -100.0% | 0.00% | – | |
| PCY | Exit | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $0 | – | -4 | -100.0% | 0.00% | – |
| FSLY | Exit | FASTLY INCcl a | $0 | – | -5 | -100.0% | 0.00% | – |
| IXC | Exit | ISHARES TRglobal energ etf | $0 | – | 0 | +100.0% | 0.00% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -1 | -100.0% | 0.00% | – |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -10 | -100.0% | 0.00% | – |
| SNAP | Exit | SNAP INCcl a | $0 | – | -1 | -100.0% | 0.00% | – |
| FM | Exit | ISHARESmsci frntr100etf | $0 | – | -10 | -100.0% | 0.00% | – |
| KRNY | Exit | KEARNY FINL CORP MD | $0 | – | -30 | -100.0% | 0.00% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | 0 | +100.0% | 0.00% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -3 | -100.0% | 0.00% | – |
| Exit | GE HEALTHCARE TECHNOLOGIES I | $0 | – | -1 | -100.0% | 0.00% | – | |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| CNNE | Exit | CANNAE HLDGS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| Exit | MULLEN AUTOMOTIVE INC | $0 | – | -44 | -100.0% | 0.00% | – | |
| ME | Exit | 23ANDME HOLDING CO | $0 | – | -75 | -100.0% | 0.00% | – |
| TTWO | Exit | TAKE- TWO INTERACTIVE SOFTWAR | $0 | – | -3 | -100.0% | -0.00% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt tmr corp bd | $0 | – | -6 | -100.0% | -0.00% | – |
| GRWG | Exit | GROWGENERATION CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -19 | -100.0% | -0.00% | – |
| MRVL | Exit | MARVELL TECHNOLOGY | $0 | – | -74 | -100.0% | -0.00% | – |
| DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -14 | -100.0% | -0.00% | – |
| LRCX | Exit | LAMB RESEARCH CORP | $0 | – | -1 | -100.0% | -0.00% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -10 | -100.0% | -0.00% | – |
| Exit | RIVIAN AUTOMOTIVE INC | $0 | – | -12 | -100.0% | -0.00% | – | |
| GIS | Exit | GENERAL MLS INC | $0 | – | -18 | -100.0% | -0.00% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -10 | -100.0% | -0.00% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -7 | -100.0% | -0.00% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -16 | -100.0% | -0.00% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -6 | -100.0% | -0.00% | – |
| WAB | Exit | WABTEC | $0 | – | -12 | -100.0% | -0.00% | – |
| KR | Exit | KROGER CO | $0 | – | -21 | -100.0% | -0.00% | – |
| VVI | Exit | VIAD CORP | $0 | – | -42 | -100.0% | -0.00% | – |
| Exit | KENVUE INC | $0 | – | -48 | -100.0% | -0.00% | – | |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -4 | -100.0% | -0.00% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -7 | -100.0% | -0.00% | – |
| ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -18 | -100.0% | -0.00% | – |
| Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -4 | -100.0% | -0.00% | – | |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -41 | -100.0% | -0.00% | – |
| CNHI | Exit | CNH INDL N V | $0 | – | -167 | -100.0% | -0.00% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -11 | -100.0% | -0.00% | – |
| VTRS | Exit | VIATRIS INC | $0 | – | -248 | -100.0% | -0.00% | – |
| Exit | DRAFTKINGS INC | $0 | – | -100 | -100.0% | -0.01% | – | |
| ECL | Exit | ECOLAB INC | $0 | – | -16 | -100.0% | -0.01% | – |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -32 | -100.0% | -0.01% | – |
| CAG | Exit | CONAGRA BANDS INC | $0 | – | -111 | -100.0% | -0.01% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -69 | -100.0% | -0.01% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -62 | -100.0% | -0.01% | – |
| INTC | Exit | INTEL CORP | $0 | – | -100 | -100.0% | -0.01% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -35 | -100.0% | -0.01% | – |
| TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -98 | -100.0% | -0.01% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -208 | -100.0% | -0.01% | – |
| TMUS | Exit | T-MOBILE US INC | $0 | – | -23 | -100.0% | -0.01% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -24 | -100.0% | -0.01% | – |
| ACWX | Exit | ISHARES TRmsci acwi ex us | $0 | – | -90 | -100.0% | -0.01% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -39 | -100.0% | -0.01% | – |
| LEVI | Exit | LEVI STRAUSS & CO NEW | $0 | – | -300 | -100.0% | -0.01% | – |
| Exit | WARNER BROS DISCOVERY INC | $0 | – | -401 | -100.0% | -0.01% | – | |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -16 | -100.0% | -0.01% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -55 | -100.0% | -0.01% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -94 | -100.0% | -0.01% | – |
| GNRC | Exit | GENERAC HLDGS INC | $0 | – | -50 | -100.0% | -0.01% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -6 | -100.0% | -0.01% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -9 | -100.0% | -0.01% | – |
| HPQ | Exit | HP INC | $0 | – | -223 | -100.0% | -0.01% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -18 | -100.0% | -0.01% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -60 | -100.0% | -0.01% | – |
| RY | Exit | ROYAL BK CDA SUSTAINABL | $0 | – | -67 | -100.0% | -0.01% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -612 | -100.0% | -0.01% | – |
| WLKP | Exit | WESTLAKE CHEM PARTNERS LP | $0 | – | -400 | -100.0% | -0.02% | – |
| RTX | Exit | RTX CORPORATION | $0 | – | -123 | -100.0% | -0.02% | – |
| PLD | Exit | PROLOGIS INC | $0 | – | -84 | -100.0% | -0.02% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -180 | -100.0% | -0.02% | – |
| HYS | Exit | PIMCO EFT TR0-5 high yield | $0 | – | -113 | -100.0% | -0.02% | – |
| TAN | Exit | INVESCO EXCHNG TRADED FD TRsolar etf | $0 | – | -197 | -100.0% | -0.02% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -25 | -100.0% | -0.02% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -60 | -100.0% | -0.02% | – |
| MTUM | Exit | ISHARES TRusa momentum fct | $0 | – | -87 | -100.0% | -0.02% | – |
| EPRT | Exit | ESSENTIAL PPTYS RLTY TR INC | $0 | – | -595 | -100.0% | -0.02% | – |
| IWR | Exit | ISHARES TRrus md cap gr etf | $0 | – | -186 | -100.0% | -0.02% | – |
| FBHS | Exit | FORTUNE BRANDS HOME & SEC IN | $0 | – | -200 | -100.0% | -0.02% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -77 | -100.0% | -0.02% | – |
| IMTM | Exit | ISHARES TRmsci intl moment | $0 | – | -433 | -100.0% | -0.02% | – |
| IVZ | Exit | INVESCO LTD | $0 | – | -1,000 | -100.0% | -0.02% | – |
| EFAV | Exit | ISHARES TRmin vol eafe etf | $0 | – | -217 | -100.0% | -0.02% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -370 | -100.0% | -0.03% | – |
| Exit | VANECK ETF TRUSTmorningstar smid | $0 | – | -555 | -100.0% | -0.03% | – | |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -94 | -100.0% | -0.03% | – |
| WBA | Exit | WALGREENS BOOT ALLIANCE INC | $0 | – | -800 | -100.0% | -0.03% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -106 | -100.0% | -0.03% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -176 | -100.0% | -0.03% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -280 | -100.0% | -0.03% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -48 | -100.0% | -0.03% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -141 | -100.0% | -0.04% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -197 | -100.0% | -0.04% | – |
| T | Exit | AT&T | $0 | – | -1,663 | -100.0% | -0.04% | – |
| MPLX | Exit | MPLX LP | $0 | – | -700 | -100.0% | -0.04% | – |
| PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -98 | -100.0% | -0.04% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -355 | -100.0% | -0.04% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -500 | -100.0% | -0.05% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -83 | -100.0% | -0.05% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -294 | -100.0% | -0.05% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -219 | -100.0% | -0.05% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -245 | -100.0% | -0.06% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -64 | -100.0% | -0.06% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -303 | -100.0% | -0.06% | – | |
| SLV | Exit | ISHARES TRishares | $0 | – | -1,750 | -100.0% | -0.06% | – |
| V | Exit | VISA INC | $0 | – | -158 | -100.0% | -0.06% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -76 | -100.0% | -0.07% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -460 | -100.0% | -0.07% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -405 | -100.0% | -0.07% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -1,315 | -100.0% | -0.08% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -600 | -100.0% | -0.08% | – |
| Exit | CAPITAL GROUP INTL FOCUS EQT | $0 | – | -2,196 | -100.0% | -0.08% | – | |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -877 | -100.0% | -0.08% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -160 | -100.0% | -0.08% | – |
| KO | Exit | COCA COLA CO | $0 | – | -928 | -100.0% | -0.09% | – |
| TSLA | Exit | TESLA INC | $0 | – | -224 | -100.0% | -0.10% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -121 | -100.0% | -0.10% | – |
| SNPS | Exit | SYNOPSYS INC | $0 | – | -125 | -100.0% | -0.10% | – |
| SCHC | Exit | SCWAB STRATEGIC TRintl sceqt etf | $0 | – | -1,791 | -100.0% | -0.10% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -250 | -100.0% | -0.10% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -900 | -100.0% | -0.11% | – |
| CLTL | Exit | INVESCO EXCHANGE TRADED FD Ttreas colaterl | $0 | – | -593 | -100.0% | -0.11% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -664 | -100.0% | -0.11% | – |
| JHMM | Exit | JOHN HANCOCK EXCHAGE TRADEDmultifactor mi | $0 | – | -1,442 | -100.0% | -0.12% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -257 | -100.0% | -0.12% | – |
| FPXI | Exit | FIRST TR EXCHANGE TRADED FDintl equity opp | $0 | – | -1,825 | -100.0% | -0.12% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -2,070 | -100.0% | -0.13% | – |
| IGOV | Exit | ISHARES TRintl trea bd etf | $0 | – | -2,030 | -100.0% | -0.13% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -2,677 | -100.0% | -0.13% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -555 | -100.0% | -0.13% | – |
| PFE | Exit | PFIZER INC | $0 | – | -2,391 | -100.0% | -0.14% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -470 | -100.0% | -0.14% | – |
| USO | Exit | UNITED STS OIL FD LPunits | $0 | – | -1,034 | -100.0% | -0.14% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -2,403 | -100.0% | -0.15% | – |
| NEAR | Exit | ISHARES US ETF TRsht mat bd etf | $0 | – | -1,808 | -100.0% | -0.16% | – |
| SPLV | Exit | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $0 | – | -1,540 | -100.0% | -0.16% | – |
| WMT | Exit | WALMART INC | $0 | – | -614 | -100.0% | -0.17% | – |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -2,157 | -100.0% | -0.17% | – |
| ISTB | Exit | ISHARES TRcore st usdb etf | $0 | – | -2,229 | -100.0% | -0.18% | – |
| EMB | Exit | ISHARES TRjp mor em mk etf | $0 | – | -1,325 | -100.0% | -0.19% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -2,734 | -100.0% | -0.19% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -972 | -100.0% | -0.20% | – |
| IMCV | Exit | ISHARES TRmrgstr md cp val | $0 | – | -1,969 | -100.0% | -0.21% | – |
| SCHD | Exit | SCWAB STRATEGIC TRus dividend eq | $0 | – | -1,750 | -100.0% | -0.22% | – |
| SCHE | Exit | SCWAB STRATEGIC TRemrd mkteq etf | $0 | – | -5,485 | -100.0% | -0.23% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -2,096 | -100.0% | -0.24% | – |
| BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -1,894 | -100.0% | -0.25% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -2,541 | -100.0% | -0.25% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -337 | -100.0% | -0.25% | – |
| SCHH | Exit | SCWAB STRATEGIC TRus reit etf | $0 | – | -8,783 | -100.0% | -0.27% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -437 | -100.0% | -0.27% | – |
| DJP | Exit | BARCLAYS BK PLCdjubs cmdt etn36 | $0 | – | -5,227 | -100.0% | -0.29% | – |
| CVS | Exit | CVS HEALTH GROUP | $0 | – | -2,452 | -100.0% | -0.30% | – |
| LRGF | Exit | ISHARES TRmultifactor usa | $0 | – | -3,958 | -100.0% | -0.30% | – |
| PG | Exit | PROCTOR AND GAMBLE CO | $0 | – | -1,206 | -100.0% | -0.30% | – |
| IYR | Exit | ISHARES TRu.s real es etf | $0 | – | -2,322 | -100.0% | -0.32% | – |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -7,264 | -100.0% | -0.33% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -3,318 | -100.0% | -0.34% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,000 | -100.0% | -0.36% | – |
| EEMV | Exit | ISHARESmin vol emrg mkt | $0 | – | -3,921 | -100.0% | -0.36% | – |
| R | Exit | RYDER SYS INC | $0 | – | -2,136 | -100.0% | -0.40% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -4,623 | -100.0% | -0.40% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -1,772 | -100.0% | -0.40% | – |
| LDUR | Exit | PIMCO ETF TRenhncd lw dur ac | $0 | – | -2,612 | -100.0% | -0.42% | – |
| QUAL | Exit | ISHARES TRusa quality fctr | $0 | – | -1,880 | -100.0% | -0.43% | – |
| SPHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $0 | – | -5,047 | -100.0% | -0.44% | – |
| BRKB | Exit | BERSHIRE HATHAWAY INC DELcl b new | $0 | – | -807 | -100.0% | -0.49% | – |
| IJS | Exit | ISHARES TRcore smc600vl etf | $0 | – | -3,248 | -100.0% | -0.50% | – |
| IJT | Exit | ISHARES TRsp smcp600gr etf | $0 | – | -2,658 | -100.0% | -0.50% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,887 | -100.0% | -0.51% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -2,377 | -100.0% | -0.56% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -3,621 | -100.0% | -0.59% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -1,592 | -100.0% | -0.62% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -3,050 | -100.0% | -0.67% | – |
| NVDA | Exit | NVIDIA CORP | $0 | – | -1,000 | -100.0% | -0.75% | – |
| SCHV | Exit | SCWAB STRATEGIC TRus lcap gr etf | $0 | – | -7,112 | -100.0% | -0.80% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -17,858 | -100.0% | -0.85% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -5,199 | -100.0% | -0.94% | – |
| SCHG | Exit | SCWAB STRATEGIC TRus lcap gr etf | $0 | – | -7,424 | -100.0% | -0.94% | – |
| SCHF | Exit | SCWAB STRATEGIC TRintl eqty etf | $0 | – | -16,067 | -100.0% | -0.95% | – |
| SCHA | Exit | SCWAB STRATEGIC TRus sml cap etf | $0 | – | -13,215 | -100.0% | -0.95% | – |
| DLTR | Exit | DOLLAR TREE INC | $0 | – | -5,200 | -100.0% | -0.96% | – |
| SCHP | Exit | SCWAB STRATEGIC TRus tips etf | $0 | – | -11,416 | -100.0% | -1.00% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -7,317 | -100.0% | -1.23% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -10,870 | -100.0% | -1.39% | – |
| SCHM | Exit | SCWAB STRATEGIC TRus mid-cap etf | $0 | – | -13,710 | -100.0% | -1.61% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -14,164 | -100.0% | -1.68% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -3,610 | -100.0% | -1.98% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -7,458 | -100.0% | -1.99% | – |
| FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -29,585 | -100.0% | -2.23% | – |
| SCHO | Exit | SCWAB STRATEGIC TRsht tm us tres | $0 | – | -27,469 | -100.0% | -2.28% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -2,731 | -100.0% | -2.54% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -37,130 | -100.0% | -3.17% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -21,431 | -100.0% | -3.50% | – |
| SCHX | Exit | SCWAB STRATEGIC TRus lrg cap etf | $0 | – | -43,266 | -100.0% | -3.80% | – |
| AAPL | Exit | APPLE INC | $0 | – | -14,260 | -100.0% | -4.23% | – |
| IEFA | Exit | ISHARES TRcores msci eafe | $0 | – | -42,850 | -100.0% | -4.78% | – |
| ANGL | Exit | VANECK VECTORS ETF TRfallen angel hg | $0 | – | -103,958 | -100.0% | -4.88% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -46,253 | -100.0% | -6.07% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -19,520 | -100.0% | -8.44% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -11,899 | -100.0% | -8.86% | – |
| GPK | Exit | GRAPHIC PACKAGING HLDG CO | $0 | – | -238,802 | -100.0% | -9.22% | – |
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.