The Analysis of CLEAR INVESTMENT RESEARCH, LLC's Holdings
Currently, CLEAR INVESTMENT RESEARCH, LLC holds 51 types of securities in its portfolio with a total value $60.3M. In the most recent quarter, they have increased their positions in FBND (+8.2K shares, valued at $376.1K), SLV (+5.7K shares, valued at $369.5K), SPMD (+3.1K shares, valued at $182.3K); decreased their positions in AAPL (-8.6K shares, valued at $2.3M), IEFA (-7.3K shares, valued at $657.4K), MSFT (-1.2K shares, valued at $563.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR11.8K shares-3.03%2025-12-312026-02-09
EDV VANGUARD WORLD FD83.6K shares-2.80%2025-12-312026-02-09 FBND FIDELITY MERRIMACK STR TR97.0K shares9.19%2025-12-312026-02-09 SCHX SCHWAB STRATEGIC TR112.7K shares-0.26%2025-12-312026-02-09 LLY ELI LILLY & CO2.7K shares0.07%2025-12-312026-02-09 GPK GRAPHIC PACKAGING HLDG CO186.9K shares0.00%2025-12-312026-02-09 IJH ISHARES TR27.8K shares-7.27%2025-12-312026-02-09 ANGL VANECK ETF TRUST61.9K shares4.40%2025-12-312026-02-09 AAPL APPLE INC6.2K shares-57.98%2025-12-312026-02-09 MSFT MICROSOFT CORP3.1K shares-27.55%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS22.6K shares11.39%2025-12-312026-02-09 FBCG FIDELITY COVINGTON TRUST25.4K shares1.72%2025-12-312026-02-09 SPMD SPDR SERIES TRUST23.3K shares15.65%2025-12-312026-02-09 SCHO SCHWAB STRATEGIC TR52.4K shares7.54%2025-12-312026-02-09 IJR ISHARES TR10.1K shares-0.30%2025-12-312026-02-09 SCHM SCHWAB STRATEGIC TR39.9K shares-0.12%2025-12-312026-02-09 NVDA NVIDIA CORPORATION6.0K shares-7.89%2025-12-312026-02-09 IEFA ISHARES TR11.9K shares-38.16%2025-12-312026-02-09 TLT ISHARES TR11.0K shares1.89%2025-12-312026-02-09 SCHP SCHWAB STRATEGIC TR36.3K shares2.42%2025-12-312026-02-09 BAC BANK AMERICA CORP17.0K shares-1.52%2025-12-312026-02-09 SCHG SCHWAB STRATEGIC TR26.7K shares-0.31%2025-12-312026-02-09 ALPHABET INC ALPHABET INC2.5K shares-8.42%2025-12-312026-02-09 AMZN AMAZON COM INC3.1K shares-4.38%2025-12-312026-02-09 MUNI PIMCO ETF TR12.4K shares0.08%2025-12-312026-02-09 SCHA SCHWAB STRATEGIC TR22.8K shares0.00%2025-12-312026-02-09 SCHV SCHWAB STRATEGIC TR20.4K shares0.00%2025-12-312026-02-09 SCHF SCHWAB STRATEGIC TR25.1K shares-0.32%2025-12-312026-02-09 IEMG ISHARES INC8.2K shares4.34%2025-12-312026-02-09 SLV ISHARES SILVER TR8.2K shares228.53%2025-12-312026-02-09 STIP ISHARES TR5.1K shares-3.29%2025-12-312026-02-09 IVW ISHARES TR4.1K shares-27.65%2025-12-312026-02-09 IVE ISHARES TR2.4K shares-45.77%2025-12-312026-02-09 VNQ VANGUARD INDEX FDS5.5K shares3.92%2025-12-312026-02-09 R RYDER SYS INC2.1K shares0.00%2025-12-312026-02-09 QUAL ISHARES TR1.9K shares-0.42%2025-12-312026-02-09 DFAI DIMENSIONAL ETF TRUST9.5K shares-5.53%2025-12-312026-02-09 SPHQ INVESCO EXCHANGE TRADED FD T4.8K shares0.21%2025-12-312026-02-09 DGRO ISHARES TR5.2K shares-1.08%2025-12-312026-02-09 PLTR PALANTIR TECHNOLOGIES INC2.0K shares0.65%2025-12-312026-02-09 HYG ISHARES TR4.3K shares-33.68%2025-12-312026-02-09 TQQQ PROSHARES TR6.2K shares98.06%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR465 shares0.00%2025-12-312026-02-09 KO COCA COLA CO4.1K shares0.32%2025-12-312026-02-09 IXUS ISHARES TR3.1K shares0.85%2025-12-312026-02-09 WMT WALMART INC2.3K shares0.77%2025-12-312026-02-09 BROADCOM INC BROADCOM INC677 shares-1.31%2025-12-312026-02-09 TIP ISHARES TR2.1K shares-18.01%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available