$819 Million is the total value of Clearwater Capital Advisors, LLC's 154 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 9.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $61,556,144 | +6.8% | 1,241,051 | +6.1% | 7.52% | +0.1% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $58,961,484 | -15.1% | 945,805 | -17.7% | 7.20% | -20.4% |
| SGOV | New | ISHARES TR0-3 mnth treasry | $47,703,598 | – | 474,285 | +100.0% | 5.82% | – |
| INTF | Sell | ISHARES TRintl eqty factor | $45,970,349 | +5.1% | 1,735,385 | -2.4% | 5.61% | -1.5% |
| LRGF | Sell | ISHARES TRu s equity factr | $45,542,395 | +4.8% | 1,098,996 | -1.4% | 5.56% | -1.9% |
| ICSH | Buy | ISHARES TRblackrock ultra | $45,371,998 | +9.9% | 902,925 | +9.5% | 5.54% | +3.0% |
| GBIL | New | GOLDMAN SACHS ETF TRacces treasury | $36,352,330 | – | 363,015 | +100.0% | 4.44% | – |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $34,981,892 | +1.8% | 1,089,100 | -5.9% | 4.27% | -4.7% |
| FLRN | Buy | SPDR SER TRbloomberg invt | $34,769,176 | +4.5% | 1,142,595 | +4.4% | 4.25% | -2.1% |
| IGSB | Buy | ISHARES TR | $27,414,817 | +15.5% | 542,438 | +13.9% | 3.35% | +8.2% |
| SMLF | Sell | ISHARES TRus sml cap eqt | $23,574,731 | -2.3% | 459,905 | -5.4% | 2.88% | -8.5% |
| JAGG | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders us | $22,037,304 | +2.6% | 469,378 | +0.1% | 2.69% | -3.9% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $21,089,316 | +3.7% | 436,000 | -3.2% | 2.58% | -2.8% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $15,315,127 | +10.8% | 473,420 | -1.8% | 1.87% | +3.8% |
| SNSR | Sell | GLOBAL X FDSinternet of thng | $14,532,611 | +9.2% | 436,677 | -5.1% | 1.78% | +2.4% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $14,070,248 | +3.5% | 573,827 | -0.1% | 1.72% | -3.0% |
| EMGF | Sell | ISHARES INCemng mkts eqt | $13,136,015 | +0.3% | 316,378 | -0.9% | 1.60% | -6.0% |
| MUB | Sell | ISHARES TRnational mun etf | $11,296,970 | +1.8% | 104,854 | -0.3% | 1.38% | -4.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $11,290,446 | +0.9% | 231,409 | -3.4% | 1.38% | -5.5% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $10,908,295 | -45.1% | 683,477 | -42.3% | 1.33% | -48.6% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $10,867,267 | +2.8% | 259,176 | -0.7% | 1.33% | -3.7% |
| BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $10,320,998 | +19.8% | 404,745 | -3.5% | 1.26% | +12.2% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $10,250,724 | +7.8% | 239,783 | -2.3% | 1.25% | +1.0% |
| FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $9,963,261 | -3.2% | 119,135 | -8.1% | 1.22% | -9.2% |
| AAPL | Sell | APPLE INC | $9,600,339 | +18.7% | 58,219 | -6.5% | 1.17% | +11.2% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $8,242,359 | +2.0% | 121,479 | -1.4% | 1.01% | -4.5% |
| EZM | Sell | WISDOMTREE TRus midcap fund | $7,372,712 | -2.3% | 148,225 | -4.5% | 0.90% | -8.5% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $7,300,846 | +5.2% | 242,795 | -1.3% | 0.89% | -1.5% |
| ARKF | Sell | ARK ETF TRfintech innova | $7,094,568 | +27.7% | 377,170 | -3.1% | 0.87% | +19.6% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $6,727,275 | -10.9% | 108,750 | -10.7% | 0.82% | -16.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $6,673,818 | +9.8% | 26,755 | -6.2% | 0.82% | +2.9% |
| WCLD | Sell | WISDOMTREE TR | $6,672,195 | +17.6% | 224,653 | -0.7% | 0.82% | +10.3% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $5,570,804 | -1.1% | 56,129 | -1.7% | 0.68% | -7.4% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $5,248,028 | +29.9% | 50,134 | +29.4% | 0.64% | +21.6% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $5,009,697 | +6.0% | 179,946 | +1.6% | 0.61% | -0.6% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $4,692,587 | +2.2% | 78,854 | -3.0% | 0.57% | -4.2% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $4,541,954 | +5.9% | 134,736 | -1.2% | 0.56% | -0.7% |
| ARKK | Buy | ARK ETF TRinnovation etf | $4,316,945 | +30.6% | 107,014 | +1.1% | 0.53% | +22.3% |
| FPEI | Sell | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $3,983,921 | -60.1% | 237,846 | -57.6% | 0.49% | -62.7% |
| GIGB | Buy | GOLDMAN SACHS ETF TRaccess invt gr | $3,549,823 | +4.1% | 77,557 | +0.6% | 0.43% | -2.5% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $3,540,624 | +4.7% | 43,593 | -1.8% | 0.43% | -2.0% |
| GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $3,507,621 | +4.5% | 117,824 | -0.6% | 0.43% | -2.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,438,050 | -2.1% | 45,101 | -3.4% | 0.42% | -8.3% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,405,145 | +4.2% | 10,610 | -13.5% | 0.42% | -2.3% |
| XT | Buy | ISHARES TRexponential tech | $3,184,398 | +11.8% | 60,425 | +0.4% | 0.39% | +4.9% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,868,757 | +1.2% | 6,979 | -5.4% | 0.35% | -5.1% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $2,474,221 | -3.1% | 72,494 | -6.4% | 0.30% | -9.3% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $2,407,600 | +10.6% | 44,511 | -2.3% | 0.29% | +3.5% |
| GSIE | Sell | GOLDMAN SACHS ETF TRactivebeta int | $2,351,266 | -0.7% | 76,315 | -7.2% | 0.29% | -7.1% |
| MSFT | Buy | MICROSOFT CORP | $2,341,874 | +21.0% | 8,123 | +0.7% | 0.29% | +13.5% |
| FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $2,297,065 | -9.8% | 24,689 | -11.3% | 0.28% | -15.7% |
| DBEF | Sell | DBX ETF TRxtrack msci eafe | $1,867,642 | -6.3% | 53,058 | -14.2% | 0.23% | -12.3% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $1,713,664 | -8.3% | 34,008 | -8.4% | 0.21% | -14.0% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,678,198 | +4.6% | 8,611 | -3.5% | 0.20% | -1.9% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,490,384 | +10.1% | 42,827 | +1.9% | 0.18% | +2.8% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,447,950 | -3.8% | 28,427 | -5.3% | 0.18% | -9.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,434,140 | +2.6% | 3,503 | -4.1% | 0.18% | -3.8% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,389,686 | -5.3% | 21,324 | -19.2% | 0.17% | -11.0% |
| DTD | Sell | WISDOMTREE TRus total dividnd | $1,289,537 | -4.2% | 21,283 | -4.1% | 0.16% | -10.3% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $1,231,764 | -12.8% | 6,023 | -26.7% | 0.15% | -18.5% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $1,214,021 | -8.2% | 15,081 | -8.7% | 0.15% | -14.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,202,269 | -9.5% | 4,806 | -12.5% | 0.15% | -15.0% |
| SHM | SPDR SER TRnuveen blmbrg sh | $1,145,480 | +1.2% | 24,090 | 0.0% | 0.14% | -5.4% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,086,618 | -11.6% | 11,237 | -13.5% | 0.13% | -16.9% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,009,653 | -2.7% | 6,686 | -19.8% | 0.12% | -8.9% |
| RING | Sell | ISHARES INCmsci gbl gold mn | $974,558 | +9.6% | 38,719 | -2.8% | 0.12% | +2.6% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $915,702 | -16.8% | 3,318 | -26.8% | 0.11% | -21.7% |
| AMZN | Buy | AMAZON COM INC | $870,735 | +25.8% | 8,430 | +2.3% | 0.11% | +17.8% |
| FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $802,523 | -15.2% | 17,115 | -16.2% | 0.10% | -20.3% |
| ITM | Sell | VANECK ETF TRUSTintrmdt muni etf | $798,959 | -0.8% | 17,193 | -2.6% | 0.10% | -6.7% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $747,677 | -18.1% | 11,982 | -16.1% | 0.09% | -23.5% |
| DHS | Sell | WISDOMTREE TRus high dividend | $724,306 | -20.1% | 8,804 | -16.4% | 0.09% | -25.4% |
| DON | Sell | WISDOMTREE TRus midcap divid | $692,440 | -3.4% | 16,897 | -3.0% | 0.08% | -8.6% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $682,994 | +4.1% | 13,573 | +3.7% | 0.08% | -3.5% |
| ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $679,349 | +16.6% | 12,415 | -1.3% | 0.08% | +9.2% |
| IXN | Sell | ISHARES TRglobal tech etf | $671,944 | +14.2% | 12,361 | -5.8% | 0.08% | +6.5% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $664,073 | +3.4% | 16,829 | -0.7% | 0.08% | -3.6% |
| FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $652,674 | -39.6% | 9,830 | -40.2% | 0.08% | -43.3% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $643,372 | -15.8% | 22,527 | -16.2% | 0.08% | -21.0% |
| CLOU | Sell | GLOBAL X FDS | $632,452 | +9.2% | 34,466 | -4.6% | 0.08% | +1.3% |
| GDXJ | Sell | VANECK ETF TRUSTjunior gold mine | $615,015 | +10.7% | 15,570 | -0.1% | 0.08% | +4.2% |
| HEDJ | Sell | WISDOMTREE TReurope hedged eq | $607,943 | +15.3% | 7,395 | -1.9% | 0.07% | +7.2% |
| IBRX | Buy | IMMUNITYBIO INC | $577,215 | -38.8% | 317,151 | +70.6% | 0.07% | -43.1% |
| HD | Sell | HOME DEPOT INC | $567,516 | -9.2% | 1,923 | -2.8% | 0.07% | -14.8% |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $554,378 | +4.1% | 11,593 | -4.1% | 0.07% | -1.4% |
| MCD | Sell | MCDONALDS CORP | $550,273 | +5.0% | 1,968 | -1.1% | 0.07% | -1.5% |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $544,104 | -29.4% | 3,600 | -29.2% | 0.07% | -34.0% |
| FYC | Sell | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $530,948 | -9.2% | 9,178 | -13.3% | 0.06% | -14.5% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $531,495 | -20.0% | 4,284 | -26.5% | 0.06% | -25.3% |
| TSLA | Buy | TESLA INC | $521,555 | +112.7% | 2,514 | +26.3% | 0.06% | +100.0% |
| PEP | PEPSICO INC | $500,779 | +0.9% | 2,747 | 0.0% | 0.06% | -6.2% | |
| DTH | Sell | WISDOMTREE TRitl high div fd | $478,833 | -9.3% | 12,718 | -13.5% | 0.06% | -15.9% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $463,490 | -13.0% | 12,416 | -4.6% | 0.06% | -17.4% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $455,174 | +3.8% | 2,230 | -2.7% | 0.06% | -1.8% |
| HEFA | Sell | ISHARES TRhdg msci eafe | $445,145 | -11.1% | 15,105 | -18.5% | 0.05% | -16.9% |
| AMGN | Sell | AMGEN INC | $435,876 | -9.5% | 1,803 | -1.6% | 0.05% | -15.9% |
| LLY | Sell | LILLY ELI & CO | $424,811 | -22.6% | 1,237 | -17.6% | 0.05% | -27.8% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $398,023 | +5.8% | 10,513 | -0.4% | 0.05% | 0.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $402,431 | +9.7% | 1,044 | -9.1% | 0.05% | +2.1% |
| NVDA | Sell | NVIDIA CORPORATION | $395,823 | +3.3% | 1,425 | -45.7% | 0.05% | -4.0% |
| ASML | ASML HOLDING N V | $389,367 | +24.6% | 572 | 0.0% | 0.05% | +17.1% | |
| CSCO | Sell | CISCO SYS INC | $373,505 | -0.6% | 7,145 | -9.4% | 0.05% | -6.1% |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $367,472 | +15.0% | 7,359 | +14.1% | 0.04% | +7.1% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $370,403 | -8.2% | 2,664 | -3.6% | 0.04% | -15.1% |
| VLUE | Sell | ISHARES TRmsci usa value | $360,083 | -16.8% | 3,889 | -18.1% | 0.04% | -21.4% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $352,100 | -9.4% | 1,627 | -16.0% | 0.04% | -15.7% |
| IJS | ISHARES TRsp smcp600vl etf | $355,830 | +2.5% | 3,802 | 0.0% | 0.04% | -4.4% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $340,815 | +2.7% | 8,436 | -0.9% | 0.04% | -2.3% |
| USMV | Sell | ISHARES TRmsci usa min vol | $339,915 | -2.0% | 4,673 | -2.9% | 0.04% | -6.7% |
| FSMB | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $322,056 | +0.7% | 16,200 | 0.0% | 0.04% | -7.1% | |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $313,844 | -35.1% | 9,762 | -30.9% | 0.04% | -39.7% |
| IDU | ISHARES TRu.s. utilits etf | $309,727 | -3.3% | 3,700 | 0.0% | 0.04% | -9.5% | |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $300,717 | -1.7% | 656 | -5.1% | 0.04% | -7.5% |
| IBB | ISHARES TRishares biotech | $302,752 | -1.6% | 2,344 | 0.0% | 0.04% | -7.5% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $306,870 | +3.5% | 5,752 | 0.0% | 0.04% | -5.1% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $290,652 | +15.9% | 2,802 | -1.4% | 0.04% | +6.1% |
| ABBV | Sell | ABBVIE INC | $278,739 | -3.5% | 1,749 | -2.2% | 0.03% | -10.5% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $280,981 | -0.0% | 910 | 0.0% | 0.03% | -8.1% | |
| KKR | Sell | KKR & CO INC | $280,720 | -3.9% | 5,345 | -15.0% | 0.03% | -10.5% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $277,707 | -14.2% | 5,089 | -16.5% | 0.03% | -19.0% |
| IUSB | Sell | ISHARES TRcore total usd | $275,101 | -17.3% | 5,961 | -19.5% | 0.03% | -20.9% |
| EES | Sell | WISDOMTREE TRus smallcap fund | $268,699 | -20.5% | 6,217 | -21.6% | 0.03% | -25.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $262,080 | +11.0% | 2,520 | -5.3% | 0.03% | +3.2% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $257,800 | -10.4% | 5,448 | -16.7% | 0.03% | -16.2% |
| SPGP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $250,953 | -5.5% | 2,942 | -8.5% | 0.03% | -11.4% |
| FEM | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $250,627 | +0.8% | 11,822 | 0.0% | 0.03% | -3.1% | |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $246,765 | – | 2,339 | +100.0% | 0.03% | – |
| BX | Sell | BLACKSTONE INC | $246,602 | -10.1% | 2,807 | -24.1% | 0.03% | -16.7% |
| PEY | Sell | INVESCO EXCHANGE TRADED FD Thig yld eq div | $248,024 | -11.3% | 12,451 | -7.9% | 0.03% | -16.7% |
| LAZR | LUMINAR TECHNOLOGIES INC | $240,987 | +31.1% | 37,132 | 0.0% | 0.03% | +20.8% | |
| IMCB | ISHARES TRmrgstr md cp etf | $236,254 | +3.4% | 3,896 | 0.0% | 0.03% | -3.3% | |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $239,158 | -19.0% | 9,551 | +58.3% | 0.03% | -25.6% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $231,478 | -11.4% | 3,237 | -15.4% | 0.03% | -17.6% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $233,398 | -7.2% | 1,029 | -12.3% | 0.03% | -15.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $232,645 | +2.5% | 1,103 | -1.0% | 0.03% | -6.7% |
| DIS | Sell | DISNEY WALT CO | $220,687 | -9.4% | 2,204 | -21.4% | 0.03% | -15.6% |
| PINS | New | PINTEREST INCcl a | $217,288 | – | 7,968 | +100.0% | 0.03% | – |
| EXC | EXELON CORP | $216,991 | -3.1% | 5,180 | 0.0% | 0.03% | -10.3% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $215,060 | -1.1% | 2,000 | 0.0% | 0.03% | -7.1% | |
| IGIB | ISHARES TR | $211,069 | +3.6% | 4,116 | 0.0% | 0.03% | -3.7% | |
| FISV | Sell | FISERV INC | $211,367 | -24.5% | 1,870 | -32.5% | 0.03% | -27.8% |
| FXE | INVESCO CURRENCYSHARES EURO | $212,604 | +1.4% | 2,122 | 0.0% | 0.03% | -3.7% | |
| DVY | Sell | ISHARES TRselect divid etf | $202,722 | -29.8% | 1,730 | -27.7% | 0.02% | -34.2% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $205,601 | -80.1% | 17,909 | -80.6% | 0.02% | -81.3% |
| SPG | SIMON PPTY GROUP INC NEW | $201,546 | -4.7% | 1,800 | 0.0% | 0.02% | -10.7% | |
| GNOM | GLOBAL X FDSgenomic biotech | $187,745 | -2.6% | 15,239 | 0.0% | 0.02% | -8.0% | |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $144,797 | +41.6% | 12,504 | 0.0% | 0.02% | +38.5% | |
| NNDM | NANO DIMENSION LTDsponsord ads new | $121,380 | +25.7% | 42,000 | 0.0% | 0.02% | +15.4% | |
| MCRB | SERES THERAPEUTICS INC | $70,104 | +1.3% | 12,364 | 0.0% | 0.01% | 0.0% | |
| NVTA | INVITAE CORP | $13,816 | -27.4% | 10,234 | 0.0% | 0.00% | 0.0% | |
| RCAT | RED CAT HLDGS INC | $15,080 | +10.6% | 14,500 | 0.0% | 0.00% | 0.0% | |
| CGEN | COMPUGEN LTDord | $9,110 | -1.9% | 12,976 | 0.0% | 0.00% | 0.0% | |
| GENEDX HOLDINGS CORP | $5,849 | +38.4% | 16,024 | 0.0% | 0.00% | 0.0% | ||
| CVNA | Exit | CARVANA COcl a | $0 | – | -39,500 | -100.0% | -0.02% | – |
| PRF | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $0 | – | -1,340 | -100.0% | -0.03% | – |
| IGEB | Exit | ISHARES TRinvestment grade | $0 | – | -4,821 | -100.0% | -0.03% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,685 | -100.0% | -0.03% | – |
| DGRS | Exit | WISDOMTREE TRus s cap qty div | $0 | – | -5,651 | -100.0% | -0.03% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -4,087 | -100.0% | -0.03% | – |
| ACQRU | Exit | INDEPENDENCE HOLDINGS CORPunit 03/02/2026 | $0 | – | -41,798 | -100.0% | -0.06% | – |
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -17,678 | -100.0% | -0.11% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -197,175 | -100.0% | -1.20% | – |
| REZ | Exit | ISHARES TRresidential mult | $0 | – | -161,614 | -100.0% | -1.44% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -144,258 | -100.0% | -1.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TRUST LRGCP GWT ALPHAD | 30 | Q3 2023 | 5.4% |
| X TRACKERS | 30 | Q3 2023 | 4.3% |
| WISDOMTREE U S | 30 | Q3 2023 | 4.4% |
| WISDOMTREE TRUST | 30 | Q3 2023 | 4.8% |
| SCHWAB US | 30 | Q3 2023 | 5.2% |
| VANGUARD INDEX FDS | 30 | Q3 2023 | 3.2% |
| SCHWAB STRATEGIC TR | 30 | Q3 2023 | 2.8% |
| ISHARES TR | 30 | Q3 2023 | 2.4% |
| FIRST TRUST | 30 | Q3 2023 | 3.3% |
| WISDOMTREE U S | 30 | Q3 2023 | 3.3% |
View Clearwater Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-11-03 |
View Clearwater Capital Advisors, 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.