CLEAR INVESTMENT RESEARCH, LLC Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$79.3B
Holdings
234
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (234 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 15,463 | $9.6B | 12.11% | |
| 2 | GPKGRAPHIC PACKAGING HLDG CO | 307,163 | $6.5B | 8.16% | |
| 3 | EDVVANGUARD WORLD FD | 85,798 | $5.8B | 7.28% | |
| 4 | FBNDFIDELITY MERRIMACK STR TR | 80,989 | $3.7B | 4.67% | |
| 5 | AAPLAPPLE INC | 14,583 | $3.0B | 3.77% | |
| 6 | AQLTISHARES TR | 35,150 | $2.9B | 3.70% | |
| 7 | SCHXSCWAB STRATEGIC TR | 119,423 | $2.9B | 3.68% | |
| 8 | IJHISHARES TR | 44,292 | $2.7B | 3.46% | |
| 9 | MSFTMICROSOFT CORP | 4,245 | $2.1B | 2.66% | |
| 10 | LLYLILLY ELI & CO | 2,695 | $2.1B | 2.65% | |
| 11 | SCHOSCWAB STRATEGIC TR | 78,324 | $1.9B | 2.41% | |
| 12 | ANGLVANECK VECTORS ETF TR | 55,647 | $1.6B | 2.05% | |
| 13 | IJRISHARES TR | 14,156 | $1.5B | 1.95% | |
| 14 | IVEISHARES TR | 7,681 | $1.5B | 1.89% | |
| 15 | IVWISHARES TR | 11,916 | $1.3B | 1.65% | |
| 16 | SCHMSCWAB STRATEGIC TR | 40,017 | $1.1B | 1.42% | |
| 17 | NVDANVIDIA CORP | 7,082 | $1.1B | 1.41% | |
| 18 | SCHPSCWAB STRATEGIC TR | 40,912 | $1.1B | 1.38% | |
| 19 | FBCGFIDELITY COVINGTON TRUST | 22,284 | $1.1B | 1.36% | |
| 20 | VEAVANGUARD TAX-MANAGED FDS | 18,289 | $1.0B | 1.32% | |
| 21 | SPMDSPDR SER TR | 18,401 | $1.0B | 1.26% | |
| 22 | TLTISHARES TR | 11,072 | $977.1M | 1.23% | |
| 23 | SCHGSCWAB STRATEGIC TR | 27,991 | $817.6M | 1.03% | |
| 24 | BACBANK AMER CORP | 17,215 | $814.6M | 1.03% | |
| 25 | IEMGISHARES INC | 13,277 | $797.0M | 1.01% | |
| 26 | AMZNAMAZON COM INC | 3,457 | $758.4M | 0.96% | |
| 27 | TIPISHARES TR | 6,302 | $693.5M | 0.87% | |
| 28 | SCHFSCWAB STRATEGIC TR | 26,718 | $590.5M | 0.74% | |
| 29 | SCHASCWAB STRATEGIC TR | 22,798 | $576.8M | 0.73% | |
| 30 | SCHVSCWAB STRATEGIC TR | 20,409 | $564.7M | 0.71% | |
| 31 | STIPISHARES TR | 5,218 | $537.1M | 0.68% | |
| 32 | HYGISHARES TR | 6,492 | $523.7M | 0.66% | |
| 33 | DLTRDOLLAR TREE INC | 5,200 | $515.0M | 0.65% | |
| 34 | GOOGLALPHABET INC | 2,741 | $483.2M | 0.61% | |
| 35 | VNQVANGUARD INDEX FDS | 53 | $474.7M | 0.60% | |
| 36 | MUNIPIMCO ETF TR | 8,831 | $453.6M | 0.57% | |
| 37 | IWOISHARES TR | 1,581 | $452.1M | 0.57% | |
| 38 | BRK/BBERSHIRE HATHAWAY INC DEL | 915 | $444.5M | 0.56% | |
| 39 | IWNISHARES TR | 2,410 | $380.3M | 0.48% | |
| 40 | AGGISHARES TR | 3,678 | $364.9M | 0.46% | |
| 41 | DFAIDIMENSIONAL ETF TRUST | 10,249 | $354.3M | 0.45% | |
| 42 | SPHQINVESCO EXCHANGE TRADED FD T | 4,792 | $341.5M | 0.43% | |
| 43 | DGROISHARES TR | 5,333 | $341.0M | 0.43% | |
| 44 | RRYDER SYS INC | 2,097 | $333.4M | 0.42% | |
| 45 | QUALISHARES TR | 1,819 | $332.6M | 0.42% | |
| 46 | NDQINVESCO QQQ TR | 600 | $331.0M | 0.42% | |
| 47 | SPYSPDR S&P 500 ETF TR | 493 | $304.6M | 0.38% | |
| 48 | KOCOCA COLA CO | 4,048 | $286.5M | 0.36% | |
| 49 | JNJJOHNSON & JOHNSON | 1,875 | $286.4M | 0.36% | |
| 50 | PLTRPALANTIR TECHNOLOGIES INC | 2,071 | $282.3M | 0.36% | |
| 51 | EEMVISHARES | 4,017 | $252.3M | 0.32% | |
| 52 | WMTWALMART INC | 2,558 | $250.2M | 0.32% | |
| 53 | IXUSISHARES TR | 3,053 | $236.0M | 0.30% | |
| 54 | LOWLOWES COS INC | 1,000 | $221.9M | 0.28% | |
| 55 | TQQQPROSHARES TR | 2,652 | $220.2M | 0.28% | |
| 56 | IYRISHARES TR | 2,310 | $218.9M | 0.28% | |
| 57 | WFCWELLS FARGO CO NEW | 2,701 | $216.4M | 0.27% | |
| 58 | IAU*ISHARES GOLD TR | 3,244 | $202.3M | 0.26% | |
| 59 | LDURPIMCO ETF TR | 2,104 | $201.6M | 0.25% | |
| 60 | AVGOBROADCOM INC | 683 | $188.4M | 0.24% | |
| 61 | PGPROCTOR AND GAMBLE CO | 1,170 | $186.5M | 0.24% | |
| 62 | DJPBARCLAYS BK PLC | 5,265 | $178.9M | 0.23% | |
| 63 | SOSOUTHERN CO | 1,917 | $176.1M | 0.22% | |
| 64 | SPYDSPDR SER TR | 4,032 | $171.1M | 0.22% | |
| 65 | SCHHSCWAB STRATEGIC TR | 7,959 | $168.5M | 0.21% | |
| 66 | CVSCVS HEALTH GROUP | 2,436 | $168.0M | 0.21% | |
| 67 | LRGFISHARES TR | 2,571 | $164.9M | 0.21% | |
| 68 | XOMEXXON MOBIL CORP | 1,522 | $164.2M | 0.21% | |
| 69 | SCZISHARES TR | 2,161 | $157.1M | 0.20% | |
| 70 | IMCVISHARES TR | 2,012 | $152.9M | 0.19% | |
| 71 | TSLATESLA INC | 453 | $143.9M | 0.18% | |
| 72 | LMTLOCKHEED MARTIN CORP | 306 | $141.9M | 0.18% | |
| 73 | METAMETA PLATFORMS INC | 182 | $135.0M | 0.17% | |
| 74 | SCHDSCWAB STRATEGIC TR | 5,080 | $134.6M | 0.17% | |
| 75 | EMBISHARES TR | 1,429 | $132.4M | 0.17% | |
| 76 | USOUNITED STS OIL FD LP | 1,746 | $127.7M | 0.16% | |
| 77 | NFLXNETFLIX INC | 95 | $127.5M | 0.16% | |
| 78 | SPYGSPDR SER TR | 1,332 | $127.0M | 0.16% | |
| 79 | SPYVSPDR SER TR | 2,375 | $124.4M | 0.16% | |
| 80 | SCHESCWAB STRATEGIC TR | 3,878 | $116.9M | 0.15% | |
| 81 | SPLVINVESCO EXCHNG TRADED FD TR | 1,570 | $114.3M | 0.14% | |
| 82 | SOXXISHARES TR | 476 | $113.7M | 0.14% | |
| 83 | IWFISHARES TR | 257 | $109.1M | 0.14% | |
| 84 | JHMMJOHN HANCOCK EXCHAGE TRADED | 1,669 | $102.0M | 0.13% | |
| 85 | AMATAPPLIED MATLS INC | 555 | $101.6M | 0.13% | |
| 86 | TFCTRUIST FINL CORP | 2,360 | $101.5M | 0.13% | |
| 87 | SLVISHARES TR | 3,061 | $100.4M | 0.13% | |
| 88 | ISTBISHARES TR | 1,932 | $94.0M | 0.12% | |
| 89 | DFATDIMENSIONAL ETF TRUST | 1,651 | $89.1M | 0.11% | |
| 90 | HDHOME DEPOT INC | 240 | $88.3M | 0.11% | |
| 91 | SPDWSPDR INDEX SHS FDS | 2,158 | $87.4M | 0.11% | |
| 92 | BSVVANGUARD BD INDEX FD INC | 1,107 | $87.1M | 0.11% | |
| 93 | AMDADVANCED MICRO DEVICES INC | 546 | $77.5M | 0.10% | |
| 94 | GEGE AEROSPACE | 300 | $77.2M | 0.10% | |
| 95 | CDNSCADENCE DESIGN SYSTEM INC | 250 | $77.0M | 0.10% | |
| 96 | COSTCOSTCO WHSL CORP NEW | 76 | $75.5M | 0.10% | |
| 97 | FISFIDELITY NATL INFORMATION SV | 862 | $70.2M | 0.09% | |
| 98 | TBLLINVESCO EXCHANGE TRADED FD T | 646 | $68.2M | 0.09% | |
| 99 | FPXIFIRST TR EXCHANGE TRADED FD | 1,186 | $67.0M | 0.08% | |
| 100 | CGUSCAPITAL GROUP CORE EQUITY ETF | 1,805 | $66.7M | 0.08% |
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