13F HOLDINGS REPORT
CLEAR INVESTMENT RESEARCH, LLC
Quarter ended Q1 2024 · Filed May 2, 2024 · Accession 0001635523-24-000002
Total Value
$74.3M
Positions
221
Other Managers
0
Confidential Omitted
No
Holdings (221)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 15,947 | $8.4M | 11.28% |
| 2 | GRAPHIC PACKAGING HLDG CO | GPK | 204,827 | $6.0M | 8.04% |
| 3 | ISHARES TR | 464287507 | 85,046 | $5.2M | 6.95% |
| 4 | VANGUARD INDEX FDS | 922908553 | 48,505 | $4.2M | 5.64% |
| 5 | VANECK VECTORS ETF TR | 92189F437 | 129,675 | $3.8M | 5.06% |
| 6 | ISHARES TR | 46432F842 | 42,257 | $3.1M | 4.22% |
| 7 | FIDELITY MERRIMACK STR TR | 316188309 | 65,785 | $3.0M | 4.01% |
| 8 | SCWAB STRATEGIC TR | 808524201 | 42,436 | $2.6M | 3.54% |
| 9 | APPLE INC | AAPL | 14,777 | $2.5M | 3.41% |
| 10 | ISHARES TR | 464287804 | 21,481 | $2.4M | 3.19% |
| 11 | ISHARES INC | 46434G103 | 42,273 | $2.2M | 2.94% |
| 12 | LILLY ELI & CO | LLY | 2,591 | $2.0M | 2.71% |
| 13 | MICROSOFT CORP | MSFT | 3,925 | $1.7M | 2.22% |
| 14 | SCWAB STRATEGIC TR | 808524862 | 33,049 | $1.6M | 2.14% |
| 15 | ISHARES TR | 464287408 | 7,015 | $1.3M | 1.76% |
| 16 | SCWAB STRATEGIC TR | 808524508 | 13,546 | $1.1M | 1.48% |
| 17 | ISHARES TR | 464287309 | 13,048 | $1.1M | 1.48% |
| 18 | NVIDIA CORP | NVDA | 1,005 | $908,249 | 1.22% |
| 19 | SPDR SER TR | 78464A847 | 16,014 | $854,217 | 1.15% |
| 20 | VANGUARD TAX-MANAGED FDS | 921943858 | 15,650 | $785,202 | 1.06% |
| 21 | ISHARES TR | 46429B747 | 7,373 | $733,157 | 0.99% |
| 22 | SCWAB STRATEGIC TR | 808524870 | 13,371 | $697,459 | 0.94% |
| 23 | DOLLAR TREE INC | DLTR | 5,200 | $692,380 | 0.93% |
| 24 | SCWAB STRATEGIC TR | 808524300 | 7,216 | $669,068 | 0.90% |
| 25 | BANK AMER CORP | 060505104 | 17,634 | $668,699 | 0.90% |
| 26 | ISHARES TR | 464287176 | 5,968 | $641,102 | 0.86% |
| 27 | SCWAB STRATEGIC TR | 808524607 | 12,295 | $605,406 | 0.81% |
| 28 | SCWAB STRATEGIC TR | 808524805 | 15,026 | $586,315 | 0.79% |
| 29 | AMAZON COM INC | AMZN | 3,206 | $578,298 | 0.78% |
| 30 | FIDELITY COVINGTON TRUST | 316092352 | 14,369 | $552,776 | 0.74% |
| 31 | SCWAB STRATEGIC TR | 808524409 | 6,927 | $526,313 | 0.71% |
| 32 | ISHARES TR | 464288513 | 6,732 | $523,320 | 0.70% |
| 33 | ISHARES TR | 464287648 | 1,562 | $423,184 | 0.57% |
| 34 | ISHARES TR | 464287630 | 2,341 | $371,789 | 0.50% |
| 35 | ISHARES TR | 464287226 | 3,647 | $357,187 | 0.48% |
| 36 | BERSHIRE HATHAWAY INC DEL | BRK-A | 837 | $351,975 | 0.47% |
| 37 | ISHARES TR | 464287879 | 3,167 | $325,441 | 0.44% |
| 38 | ISHARES TR | 464287887 | 2,478 | $323,951 | 0.44% |
| 39 | ALPHABET INC | GOOG | 2,139 | $322,839 | 0.43% |
| 40 | JOHNSON & JOHNSON | JNJ | 1,916 | $303,096 | 0.41% |
| 41 | ISHARES TR | 46432F339 | 1,785 | $293,460 | 0.39% |
| 42 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,839 | $292,408 | 0.39% |
| 43 | DIMENSIONAL ETF TRUST | 25434V203 | 8,862 | $267,832 | 0.36% |
| 44 | ISHARES TR | 46434V621 | 4,564 | $265,032 | 0.36% |
| 45 | RYDER SYS INC | R | 2,136 | $256,726 | 0.35% |
| 46 | LOWES COS INC | 548661107 | 1,000 | $254,730 | 0.34% |
| 47 | PIMCO ETF TR | 72201R718 | 2,359 | $223,775 | 0.30% |
| 48 | ISHARES | 464286533 | 3,945 | $223,286 | 0.30% |
| 49 | ISHARES TR | 464287739 | 2,333 | $209,763 | 0.28% |
| 50 | ISHARES TR | 46434V282 | 3,818 | $205,447 | 0.28% |
| 51 | ISHARES TR | 46432F834 | 3,019 | $204,878 | 0.28% |
| 52 | CVS HEALTH GROUP | CVS | 2,460 | $196,273 | 0.26% |
| 53 | PROCTOR AND GAMBLE CO | 742718109 | 1,208 | $196,050 | 0.26% |
| 54 | INVESCO QQQ TR | IVZ | 432 | $191,812 | 0.26% |
| 55 | SCWAB STRATEGIC TR | 808524847 | 8,783 | $178,295 | 0.24% |
| 56 | SPDR S&P 500 ETF TR | SPY | 337 | $176,275 | 0.24% |
| 57 | ISHARES TR | 464288273 | 2,668 | $169,015 | 0.23% |
| 58 | BARCLAYS BK PLC | VXZ | 5,309 | $165,110 | 0.22% |
| 59 | WELLS FARGO CO NEW | 949746101 | 2,734 | $158,463 | 0.21% |
| 60 | SOUTHERN CO | SOMN | 2,020 | $144,943 | 0.20% |
| 61 | ISHARES TR | 464288406 | 1,968 | $142,785 | 0.19% |
| 62 | SCWAB STRATEGIC TR | 808524797 | 1,670 | $134,652 | 0.18% |
| 63 | EXXON MOBIL CORP | XOM | 1,041 | $121,016 | 0.16% |
| 64 | DIMENSIONAL ETF TRUST | 25434V609 | 2,176 | $118,443 | 0.16% |
| 65 | ISHARES TR | 464288281 | 1,285 | $115,228 | 0.16% |
| 66 | APPLIED MATLS INC | 038222105 | 555 | $114,458 | 0.15% |
| 67 | WALMART INC | WMT | 1,836 | $110,522 | 0.15% |
| 68 | SCWAB STRATEGIC TR | 808524706 | 4,255 | $107,439 | 0.14% |
| 69 | ISHARES TR | 46432F859 | 2,248 | $106,653 | 0.14% |
| 70 | ISHARES US ETF TR | 46431W507 | 2,061 | $104,006 | 0.14% |
| 71 | SPDR SER TR | 78468R788 | 2,528 | $102,915 | 0.14% |
| 72 | ISHARES TR | 464287655 | 487 | $102,561 | 0.14% |
| 73 | INVESCO EXCHNG TRADED FD TR | IVZ | 1,545 | $101,769 | 0.14% |
| 74 | JOHN HANCOCK EXCHAGE TRADED | 47804J206 | 1,687 | $96,808 | 0.13% |
| 75 | TRUIST FINL CORP | 89832Q109 | 2,481 | $96,709 | 0.13% |
| 76 | HOME DEPOT INC | HD | 235 | $90,318 | 0.12% |
| 77 | LOCKHEED MARTIN CORP | LMT | 191 | $87,026 | 0.12% |
| 78 | UNITED STS OIL FD LP | UNTCW | 1,101 | $86,682 | 0.12% |
| 79 | ISHARES GOLD TR | IAU | 2,062 | $86,625 | 0.12% |
| 80 | ISHARES TR | 464287614 | 257 | $86,622 | 0.12% |
| 81 | VANGUARD BD INDEX FD INC | 921937827 | 1,107 | $84,874 | 0.11% |
| 82 | ISHARES TR | 464287523 | 363 | $82,009 | 0.11% |
| 83 | ADVANCED MICRO DEVICES INC | AMD | 437 | $78,874 | 0.11% |
| 84 | CADENCE DESIGN SYSTEM INC | CDNS | 250 | $77,820 | 0.10% |
| 85 | BROADCOM INC | AVGO | 57 | $75,865 | 0.10% |
| 86 | TESLA INC | TSLA | 422 | $74,183 | 0.10% |
| 87 | BEST BUY INC | BBY | 900 | $73,827 | 0.10% |
| 88 | ISHARES TR | 46429B663 | 650 | $71,724 | 0.10% |
| 89 | SYNOPSYS INC | SNPS | 125 | $71,438 | 0.10% |
| 90 | PFIZER INC | PFE | 2,391 | $66,350 | 0.09% |
| 91 | FIDELITY NATL INFORMATION SV | 31620M106 | 877 | $65,109 | 0.09% |
| 92 | INVESCO EXCHANGE TRADED FD T | IVZ | 609 | $64,313 | 0.09% |
| 93 | COCA COLA CO | KO | 951 | $58,186 | 0.08% |
| 94 | FIRST TR EXCHANGE TRADED FD | 33734X853 | 1,186 | $54,769 | 0.07% |
| 95 | CAPITAL GROUP CORE EQUITY ETF | 14020V108 | 1,751 | $54,561 | 0.07% |
| 96 | NETFLIX INC | NFLX | 89 | $54,199 | 0.07% |
| 97 | PEPSICO INC | PEP | 308 | $53,903 | 0.07% |
| 98 | GENERAL ELECTRIC CO | 369604301 | 300 | $52,659 | 0.07% |
| 99 | MEDTRONIC PLC | MDT | 600 | $52,290 | 0.07% |
| 100 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 1,945 | $50,142 | 0.07% |
| 101 | SCWAB STRATEGIC TR | 808524888 | 1,348 | $48,258 | 0.06% |
| 102 | CAPITAL GROUP GROWTH ETF | 14020G101 | 1,481 | $47,377 | 0.06% |
| 103 | MERCK & CO INC | MRK | 357 | $47,106 | 0.06% |
| 104 | META PLATFORMS INC | META | 96 | $46,900 | 0.06% |
| 105 | ABBVIE INC | ABBV | 251 | $45,749 | 0.06% |
| 106 | UNITEDHEALTH GROUP INC | UNH | 90 | $44,597 | 0.06% |
| 107 | VISA INC | V | 159 | $44,430 | 0.06% |
| 108 | CHEVRON CORP NEW | CVX | 278 | $43,902 | 0.06% |
| 109 | ISHARES TR | 464287432 | 460 | $43,525 | 0.06% |
| 110 | ISHARES TR | SLV | 1,874 | $42,634 | 0.06% |
| 111 | ADOBE INC | ADBE | 80 | $40,368 | 0.05% |
| 112 | EATON CORP PLC | ETN | 122 | $38,261 | 0.05% |
| 113 | ALPHABET INC | GOOG | 245 | $37,304 | 0.05% |
| 114 | INVESCO EXCHANGE TRADED FD T | IVZ | 220 | $37,287 | 0.05% |
| 115 | MONDELEZ INTL INC | 609207105 | 532 | $37,245 | 0.05% |
| 116 | ISHARES TR | 464288117 | 933 | $36,975 | 0.05% |
| 117 | ORACLE CORP | ORCL-PD | 294 | $36,929 | 0.05% |
| 118 | ISHARES TR | 46429B697 | 430 | $35,965 | 0.05% |
| 119 | AIR PRODS & CHEMS INC | AIIR | 134 | $32,485 | 0.04% |
| 120 | PROLOGIS INC | PLDGP | 245 | $31,923 | 0.04% |
| 121 | STARBUCKS CORP | SBUX | 332 | $30,365 | 0.04% |
| 122 | MCDONALDS CORP | MCD | 106 | $30,062 | 0.04% |
| 123 | MPLX LP | MPLXP | 700 | $29,092 | 0.04% |
| 124 | AT&T | T-PC | 1,648 | $29,005 | 0.04% |
| 125 | MARSH & MCLENNAN COS INC | 571748102 | 139 | $28,735 | 0.04% |
| 126 | DOLLAR GEN CORP NEW | 256677105 | 176 | $27,467 | 0.04% |
| 127 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 500 | $27,115 | 0.04% |
| 128 | JPMORGAN CHASE & CO | VYLD | 134 | $26,882 | 0.04% |
| 129 | TRAVELERS COMPANIES INC | TRV | 110 | $25,427 | 0.03% |
| 130 | PAYCHEX INC | PAYX | 197 | $24,196 | 0.03% |
| 131 | TEXAS INSTRS INC | 882508104 | 138 | $24,058 | 0.03% |
| 132 | SEMPRA | SREA | 326 | $23,417 | 0.03% |
| 133 | PHILLIPS 66 | PSX | 138 | $22,542 | 0.03% |
| 134 | ISHARES TR | 46434V449 | 525 | $20,608 | 0.03% |
| 135 | AUTOMATIC DATA PROCESSING INC | ADP | 82 | $20,479 | 0.03% |
| 136 | US BANKCORP DEL | USB-PS | 447 | $19,985 | 0.03% |
| 137 | PAYCOM SOFTWARE INC | PAYC | 98 | $19,590 | 0.03% |
| 138 | VANECK ETF TRUST | 92189H730 | 561 | $19,157 | 0.03% |
| 139 | ASTRAZENECA PLC | AZN | 280 | $18,970 | 0.03% |
| 140 | WALGREENS BOOT ALLIANCE INC | 931427108 | 800 | $17,352 | 0.02% |
| 141 | PNC FINL SVCS GROUP INC | 693475105 | 106 | $17,147 | 0.02% |
| 142 | FORTUNE BRANDS HOME & SEC IN | FBIN | 200 | $16,934 | 0.02% |
| 143 | INVESCO LTD | IVZ | 1,000 | $16,590 | 0.02% |
| 144 | ISHARES TR | 46432F396 | 87 | $16,299 | 0.02% |
| 145 | ISHARES TR | 464287499 | 188 | $15,833 | 0.02% |
| 146 | SSGA ACTIVE ETF TR | 78467V608 | 370 | $15,581 | 0.02% |
| 147 | ISHARES TR | 46429B689 | 217 | $15,381 | 0.02% |
| 148 | PROSHARES TR | 74347X831 | 225 | $13,909 | 0.02% |
| 149 | QUALCOMM INC | QCOM | 81 | $13,780 | 0.02% |
| 150 | ALBEMARLE CORP | ALB-PA | 103 | $13,661 | 0.02% |
| 151 | IDEXX LABS INC | 45168D104 | 25 | $13,498 | 0.02% |
| 152 | REALTY INCOME CORP | O | 249 | $13,495 | 0.02% |
| 153 | SCHWAB CHARLES CORP | SCHW-PJ | 180 | $13,021 | 0.02% |
| 154 | FIDELITY CONVINGTON TRUST | 31609A503 | 409 | $12,517 | 0.02% |
| 155 | HONEYWELL INTL INC | 438516106 | 59 | $12,273 | 0.02% |
| 156 | RTX CORPORATION | RTX | 101 | $9,863 | 0.01% |
| 157 | ABBOTT LABS | ABLZF | 80 | $9,138 | 0.01% |
| 158 | INVESCO EXCHNG TRADED FD TR | IVZ | 197 | $8,938 | 0.01% |
| 159 | FORD MTR CO DEL | 345370860 | 640 | $8,503 | 0.01% |
| 160 | BLACKROCK INC | BLK | 10 | $8,422 | 0.01% |
| 161 | HP INC | HPQ | 227 | $6,873 | 0.01% |
| 162 | ROYAL BK CDA SUSTAINABL | 780087102 | 67 | $6,759 | 0.01% |
| 163 | GENERAC HLDGS INC | GNRC | 50 | $6,307 | 0.01% |
| 164 | DISNEY WALT CO | 254687106 | 51 | $6,241 | 0.01% |
| 165 | LEVI STRAUSS & CO NEW | LEVI | 300 | $5,997 | 0.01% |
| 166 | MARVELL TECHNOLOGY | MRVL | 72 | $5,117 | 0.01% |
| 167 | ISHARES TR | 464288240 | 91 | $4,894 | 0.01% |
| 168 | NEXTERA ENERGY INC | NEE-PW | 74 | $4,777 | 0.01% |
| 169 | LITHIUM AMERS CORP NEW | LTUM | 704 | $4,731 | 0.01% |
| 170 | VANGUARD WHITEHALL FDS | 921946406 | 39 | $4,719 | 0.01% |
| 171 | DRAFTKINGS INC | DKNG | 100 | $4,541 | 0.01% |
| 172 | AMERICAN TOWER CORP NEW | 03027X100 | 22 | $4,421 | 0.01% |
| 173 | ECOLAB INC | ECL | 17 | $3,944 | 0.01% |
| 174 | ISHARES TR | 464288257 | 35 | $3,915 | 0.01% |
| 175 | PARKER-HANNIFIN CORP | PH | 7 | $3,891 | 0.01% |
| 176 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 212 | $3,760 | 0.01% |
| 177 | TRANSDIGM GROUP INC | TDG | 3 | $3,695 | 0.00% |
| 178 | SALESFORCE INC | CRM | 12 | $3,614 | 0.00% |
| 179 | LITHIUM AMERICAS ARGENTINA C | 53681K100 | 665 | $3,584 | 0.00% |
| 180 | WARNER BROS DISCOVERY INC | WBD | 398 | $3,475 | 0.00% |
| 181 | LAMB WESTON HLDGS INC | LW | 32 | $3,465 | 0.00% |
| 182 | ARK ETF TR | 00214Q104 | 69 | $3,456 | 0.00% |
| 183 | CONAGRA BANDS INC | CAG | 114 | $3,400 | 0.00% |
| 184 | ILLINOIS TOOL WKS INC | 452308109 | 11 | $3,001 | 0.00% |
| 185 | VIATRIS INC | VTRS | 248 | $2,961 | 0.00% |
| 186 | UBER TECHNOLOGIES INC | UBER | 34 | $2,618 | 0.00% |
| 187 | CNH INDL N V | N20944109 | 167 | $2,164 | 0.00% |
| 188 | T-MOBILE US INC | TMUSZ | 13 | $2,139 | 0.00% |
| 189 | WASTE MGMT INC DEL | 94106L109 | 9 | $1,918 | 0.00% |
| 190 | INTERNATIONAL BUSINESS MACHS | INTR | 10 | $1,910 | 0.00% |
| 191 | OLD DOMINION FREIGHT LINE IN | ODFL | 8 | $1,762 | 0.00% |
| 192 | WABTEC | 929740108 | 12 | $1,748 | 0.00% |
| 193 | VIAD CORP | 92552R406 | 42 | $1,688 | 0.00% |
| 194 | L3HARRIS TECHNOLOGIES INC | LHX | 7 | $1,528 | 0.00% |
| 195 | PALO ALTO NETWORKS INC | PANW | 5 | $1,421 | 0.00% |
| 196 | AIRBNB INC | ABNB | 8 | $1,320 | 0.00% |
| 197 | KENVUE INC | KVUE | 49 | $1,061 | 0.00% |
| 198 | COMCAST CORP NEW | CCZ | 23 | $997 | 0.00% |
| 199 | LAM RESEARCH CORP | LRCX | 1 | $980 | 0.00% |
| 200 | GENERAL MLS INC | 370334104 | 11 | $789 | 0.00% |
| 201 | KROGER CO | KR | 11 | $642 | 0.00% |
| 202 | TORONTO DOMINION BK ONT | TORO | 10 | $604 | 0.00% |
| 203 | OCCIDENTAL PETE CORP | 674599105 | 9 | $590 | 0.00% |
| 204 | COINBASE GLOBAL INC | COIN | 2 | $530 | 0.00% |
| 205 | CARNIVAL CORP | CUKPF | 32 | $523 | 0.00% |
| 206 | DELTA AIR LINES INC DEL | DAL | 10 | $482 | 0.00% |
| 207 | VANGUARD SCOTTSDALE FDS | 92206C409 | 6 | $464 | 0.00% |
| 208 | CELCIUS HLDGS INC | CELH | 4 | $332 | 0.00% |
| 209 | DXC TECHNOLOGY CO | DXC | 14 | $310 | 0.00% |
| 210 | ISHARES | 464286145 | 10 | $303 | 0.00% |
| 211 | ON SEMICONDUCTOR CORP | ON | 3 | $221 | 0.00% |
| 212 | FIDELITY NATIONAL FINANCIAL | FNF | 3 | $201 | 0.00% |
| 213 | KEARNY FINL CORP MD | BEKE | 30 | $193 | 0.00% |
| 214 | SNAP INC | SNAP | 10 | $115 | 0.00% |
| 215 | INVESCO EXCHNG TRADED FD TR | IVZ | 4 | $82 | 0.00% |
| 216 | CANNAE HLDGS INC | CNNE | 1 | $22 | 0.00% |
| 217 | MULLEN AUTOMOTIVE INC | 62526P406 | 1 | $5 | 0.00% |
| 218 | DUPONT DE NEMOURS INC | DD | 0 | $0 | 0.00% |
| 219 | ISHARES TR | 464287341 | 0 | $0 | 0.00% |
| 220 | CORTEVA INC | CTVA | 0 | $0 | 0.00% |
| 221 | ESSENTIAL PPTYS RLTY TR INC | 29670E107 | 0 | $0 | 0.00% |