CLEAR INVESTMENT RESEARCH, LLC Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$77.7B
Holdings
229
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (229 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 15,218 | $9.0B | 11.53% | |
| 2 | EDVVANGUARD WORLD FD | 98,336 | $6.7B | 8.57% | |
| 3 | GPKGRAPHIC PACKAGING HLDG CO | 217,926 | $5.9B | 7.62% | |
| 4 | AAPLAPPLE INC | 14,908 | $3.7B | 4.80% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 80,911 | $3.6B | 4.67% | |
| 6 | SCHXSCWAB STRATEGIC TR | 119,652 | $2.8B | 3.57% | |
| 7 | IJHISHARES TR | 43,620 | $2.7B | 3.50% | |
| 8 | AQLTISHARES TR | 38,445 | $2.7B | 3.48% | |
| 9 | EEMVISHARES | 4,004 | $2.3B | 2.99% | |
| 10 | LLYLILLY ELI & CO | 2,668 | $2.1B | 2.65% | |
| 11 | SCHOSCWAB STRATEGIC TR | 77,869 | $1.9B | 2.41% | |
| 12 | MSFTMICROSOFT CORP | 4,061 | $1.7B | 2.20% | |
| 13 | ANGLVANECK VECTORS ETF TR | 55,120 | $1.6B | 2.03% | |
| 14 | IJRISHARES TR | 13,656 | $1.6B | 2.03% | |
| 15 | IVEISHARES TR | 7,557 | $1.4B | 1.86% | |
| 16 | IVWISHARES TR | 12,138 | $1.2B | 1.59% | |
| 17 | SCHMSCWAB STRATEGIC TR | 40,613 | $1.1B | 1.45% | |
| 18 | SCHPSCWAB STRATEGIC TR | 42,377 | $1.1B | 1.41% | |
| 19 | TLTISHARES TR | 11,010 | $961.5M | 1.24% | |
| 20 | NVDANVIDIA CORP | 6,976 | $936.8M | 1.21% | |
| 21 | SPMDSPDR SER TR | 16,785 | $918.0M | 1.18% | |
| 22 | FBCGFIDELITY COVINGTON TRUST | 19,839 | $917.8M | 1.18% | |
| 23 | SCHGSCWAB STRATEGIC TR | 28,307 | $788.9M | 1.02% | |
| 24 | VEAVANGUARD TAX-MANAGED FDS | 16,076 | $768.8M | 0.99% | |
| 25 | BACBANK AMER CORP | 17,438 | $766.4M | 0.99% | |
| 26 | IEMGISHARES INC | 14,084 | $735.5M | 0.95% | |
| 27 | AMZNAMAZON COM INC | 3,205 | $703.1M | 0.90% | |
| 28 | TIPISHARES TR | 6,114 | $651.5M | 0.84% | |
| 29 | SCHASCWAB STRATEGIC TR | 23,280 | $602.0M | 0.77% | |
| 30 | SCHVSCWAB STRATEGIC TR | 20,761 | $541.8M | 0.70% | |
| 31 | STIPISHARES TR | 5,141 | $517.2M | 0.67% | |
| 32 | HYGISHARES TR | 6,495 | $510.9M | 0.66% | |
| 33 | SCHFSCWAB STRATEGIC TR | 27,276 | $504.6M | 0.65% | |
| 34 | VNQVANGUARD INDEX FDS | 5,353 | $476.9M | 0.61% | |
| 35 | IWOISHARES TR | 1,549 | $446.0M | 0.57% | |
| 36 | GOOGLALPHABET INC | 2,307 | $436.7M | 0.56% | |
| 37 | BRK/BBERSHIRE HATHAWAY INC DEL | 931 | $422.0M | 0.54% | |
| 38 | DLTRDOLLAR TREE INC | 5,200 | $389.7M | 0.50% | |
| 39 | IWNISHARES TR | 2,340 | $384.2M | 0.49% | |
| 40 | AGGISHARES TR | 3,672 | $355.8M | 0.46% | |
| 41 | RRYDER SYS INC | 2,136 | $335.1M | 0.43% | |
| 42 | DGROISHARES TR | 5,418 | $332.4M | 0.43% | |
| 43 | SPHQINVESCO EXCHANGE TRADED FD T | 4,844 | $324.7M | 0.42% | |
| 44 | DFAIDIMENSIONAL ETF TRUST | 11,029 | $322.1M | 0.41% | |
| 45 | QUALISHARES TR | 1,767 | $314.8M | 0.41% | |
| 46 | NDQINVESCO QQQ TR | 600 | $306.7M | 0.39% | |
| 47 | SPYSPDR S&P 500 ETF TR | 493 | $288.9M | 0.37% | |
| 48 | JNJJOHNSON & JOHNSON | 1,879 | $271.8M | 0.35% | |
| 49 | LOWLOWES COS INC | 1,000 | $246.8M | 0.32% | |
| 50 | WMTWALMART INC | 2,559 | $231.3M | 0.30% | |
| 51 | IYRISHARES TR | 2,301 | $214.2M | 0.28% | |
| 52 | IXUSISHARES TR | 3,179 | $210.3M | 0.27% | |
| 53 | LDURPIMCO ETF TR | 2,165 | $205.7M | 0.26% | |
| 54 | IAU*ISHARES GOLD TR | 4,122 | $204.1M | 0.26% | |
| 55 | PGPROCTOR AND GAMBLE CO | 1,190 | $199.5M | 0.26% | |
| 56 | WFCWELLS FARGO CO NEW | 2,734 | $192.0M | 0.25% | |
| 57 | SPYDSPDR SER TR | 4,032 | $174.3M | 0.22% | |
| 58 | DJPBARCLAYS BK PLC | 5,374 | $172.5M | 0.22% | |
| 59 | SCHHSCWAB STRATEGIC TR | 8,117 | $170.9M | 0.22% | |
| 60 | XOMEXXON MOBIL CORP | 1,530 | $164.6M | 0.21% | |
| 61 | SOSOUTHERN CO | 1,931 | $159.0M | 0.20% | |
| 62 | LRGFISHARES TR | 2,571 | $155.2M | 0.20% | |
| 63 | IMCVISHARES TR | 2,010 | $149.3M | 0.19% | |
| 64 | AVGOBROADCOM INC | 638 | $148.1M | 0.19% | |
| 65 | LMTLOCKHEED MARTIN CORP | 303 | $147.5M | 0.19% | |
| 66 | SCHDSCWAB STRATEGIC TR | 5,188 | $141.7M | 0.18% | |
| 67 | SCZISHARES TR | 2,300 | $139.8M | 0.18% | |
| 68 | TSLATESLA INC | 331 | $133.7M | 0.17% | |
| 69 | USOUNITED STS OIL FD LP | 1,746 | $131.9M | 0.17% | |
| 70 | EMBISHARES TR | 1,405 | $125.1M | 0.16% | |
| 71 | SPYVSPDR SER TR | 2,356 | $120.5M | 0.16% | |
| 72 | SPYGSPDR SER TR | 1,328 | $116.8M | 0.15% | |
| 73 | CVSCVS HEALTH GROUP | 2,451 | $110.1M | 0.14% | |
| 74 | SPLVINVESCO EXCHNG TRADED FD TR | 1,567 | $109.7M | 0.14% | |
| 75 | SCHESCWAB STRATEGIC TR | 3,888 | $103.5M | 0.13% | |
| 76 | DFATDIMENSIONAL ETF TRUST | 1,855 | $103.3M | 0.13% | |
| 77 | IWFISHARES TR | 257 | $103.2M | 0.13% | |
| 78 | SOXXISHARES TR | 476 | $102.6M | 0.13% | |
| 79 | TFCTRUIST FINL CORP | 2,360 | $102.4M | 0.13% | |
| 80 | SLVISHARES TR | 3,767 | $99.2M | 0.13% | |
| 81 | JHMMJOHN HANCOCK EXCHAGE TRADED | 1,613 | $96.4M | 0.12% | |
| 82 | ISTBISHARES TR | 1,955 | $93.4M | 0.12% | |
| 83 | PLTRPALANTIR TECHNOLOGIES INC | 1,232 | $93.2M | 0.12% | |
| 84 | HDHOME DEPOT INC | 238 | $92.9M | 0.12% | |
| 85 | AMATAPPLIED MATLS INC | 555 | $90.3M | 0.12% | |
| 86 | BSVVANGUARD BD INDEX FD INC | 1,107 | $85.5M | 0.11% | |
| 87 | TQQQPROSHARES TR | 1,054 | $83.4M | 0.11% | |
| 88 | NFLXNETFLIX INC | 91 | $81.3M | 0.10% | |
| 89 | BBYBEST BUY INC | 900 | $77.2M | 0.10% | |
| 90 | IWMISHARES TR | 340 | $75.1M | 0.10% | |
| 91 | CDNSCADENCE DESIGN SYSTEM INC | 250 | $75.1M | 0.10% | |
| 92 | METAMETA PLATFORMS INC | 121 | $71.3M | 0.09% | |
| 93 | FISFIDELITY NATL INFORMATION SV | 878 | $70.9M | 0.09% | |
| 94 | TBLLINVESCO EXCHANGE TRADED FD T | 632 | $66.8M | 0.09% | |
| 95 | AMDADVANCED MICRO DEVICES INC | 539 | $65.1M | 0.08% | |
| 96 | SPDWSPDR INDEX SHS FDS | 1,875 | $64.0M | 0.08% | |
| 97 | PFEPFIZER INC | 2,391 | $63.4M | 0.08% | |
| 98 | HDVISHARES TR | 551 | $61.9M | 0.08% | |
| 99 | CGUSCAPITAL GROUP CORE EQUITY ETF | 1,769 | $61.9M | 0.08% | |
| 100 | SNPSSYNOPSYS INC | 125 | $60.7M | 0.08% |
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