13F HOLDINGS REPORT
CLEAR INVESTMENT RESEARCH, LLC
Quarter ended Q2 2024 · Filed August 8, 2024 · Accession 0001635523-24-000003
Total Value
$76.7M
Positions
212
Other Managers
0
Confidential Omitted
No
Holdings (212)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 16,341 | $8.9M | 11.66% |
| 2 | GRAPHIC PACKAGING HLDG CO | GPK | 213,181 | $5.6M | 7.28% |
| 3 | ISHARES TR | 464287507 | 89,293 | $5.2M | 6.81% |
| 4 | VANGUARD INDEX FDS | 922908553 | 48,555 | $4.1M | 5.30% |
| 5 | VANECK VECTORS ETF TR | 92189F437 | 134,617 | $3.8M | 4.97% |
| 6 | FIDELITY MERRIMACK STR TR | 316188309 | 71,464 | $3.2M | 4.19% |
| 7 | APPLE INC | AAPL | 14,902 | $3.1M | 4.09% |
| 8 | ISHARES TR | 464287804 | 26,715 | $2.8M | 3.71% |
| 9 | ISHARES TR | 46432F842 | 38,293 | $2.8M | 3.63% |
| 10 | SCWAB STRATEGIC TR | 808524201 | 42,668 | $2.7M | 3.57% |
| 11 | LILLY ELI & CO | LLY | 2,590 | $2.3M | 3.06% |
| 12 | ISHARES INC | 46434G103 | 36,949 | $2.0M | 2.58% |
| 13 | SCWAB STRATEGIC TR | 808524862 | 40,599 | $2.0M | 2.55% |
| 14 | MICROSOFT CORP | MSFT | 4,021 | $1.8M | 2.34% |
| 15 | ISHARES TR | 464287408 | 7,463 | $1.4M | 1.77% |
| 16 | ISHARES TR | 464287309 | 12,756 | $1.2M | 1.54% |
| 17 | SCWAB STRATEGIC TR | 808524508 | 13,548 | $1.1M | 1.37% |
| 18 | NVIDIA CORP | NVDA | 8,438 | $1.0M | 1.36% |
| 19 | SCWAB STRATEGIC TR | 808524870 | 19,086 | $992,705 | 1.29% |
| 20 | SPDR SER TR | 78464A847 | 16,079 | $824,882 | 1.08% |
| 21 | FIDELITY COVINGTON TRUST | 316092352 | 18,704 | $793,798 | 1.03% |
| 22 | VANGUARD TAX-MANAGED FDS | 921943858 | 15,796 | $780,648 | 1.02% |
| 23 | ISHARES TR | 46429B747 | 7,403 | $736,581 | 0.96% |
| 24 | SCWAB STRATEGIC TR | 808524300 | 7,158 | $721,813 | 0.94% |
| 25 | BANK AMER CORP | 060505104 | 17,606 | $700,200 | 0.91% |
| 26 | ISHARES TR | 464287176 | 5,994 | $640,143 | 0.83% |
| 27 | AMAZON COM INC | AMZN | 3,227 | $623,618 | 0.81% |
| 28 | SCWAB STRATEGIC TR | 808524607 | 12,297 | $583,493 | 0.76% |
| 29 | SCWAB STRATEGIC TR | 808524805 | 15,039 | $577,798 | 0.75% |
| 30 | DOLLAR TREE INC | DLTR | 5,200 | $555,204 | 0.72% |
| 31 | ISHARES TR | 464288513 | 7,115 | $548,863 | 0.72% |
| 32 | SCWAB STRATEGIC TR | 808524409 | 6,927 | $513,152 | 0.67% |
| 33 | ALPHABET INC | GOOG | 2,252 | $410,383 | 0.53% |
| 34 | ISHARES TR | 464287648 | 1,532 | $402,290 | 0.52% |
| 35 | BERSHIRE HATHAWAY INC DEL | BRK-A | 900 | $366,120 | 0.48% |
| 36 | ISHARES TR | 464287226 | 3,654 | $354,694 | 0.46% |
| 37 | ISHARES TR | 464287630 | 2,303 | $350,757 | 0.46% |
| 38 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,841 | $307,617 | 0.40% |
| 39 | ISHARES TR | 46434V621 | 5,266 | $303,396 | 0.40% |
| 40 | ISHARES TR | 46432F339 | 1,740 | $297,180 | 0.39% |
| 41 | DIMENSIONAL ETF TRUST | 25434V203 | 9,896 | $293,643 | 0.38% |
| 42 | JOHNSON & JOHNSON | JNJ | 1,869 | $273,265 | 0.36% |
| 43 | RYDER SYS INC | R | 2,136 | $264,608 | 0.34% |
| 44 | INVESCO QQQ TR | IVZ | 552 | $264,469 | 0.34% |
| 45 | SPDR S&P 500 ETF TR | SPY | 463 | $251,974 | 0.33% |
| 46 | ISHARES | 464286533 | 3,966 | $226,938 | 0.30% |
| 47 | PIMCO ETF TR | 72201R718 | 2,354 | $222,853 | 0.29% |
| 48 | LOWES COS INC | 548661107 | 1,000 | $220,460 | 0.29% |
| 49 | ISHARES TR | 46434V282 | 3,818 | $212,624 | 0.28% |
| 50 | ISHARES TR | 46432F834 | 3,057 | $206,596 | 0.27% |
| 51 | PROCTOR AND GAMBLE CO | 742718109 | 1,191 | $196,521 | 0.26% |
| 52 | ISHARES TR | 464287739 | 2,239 | $196,467 | 0.26% |
| 53 | ISHARES GOLD TR | IAU | 4,454 | $195,664 | 0.26% |
| 54 | SCWAB STRATEGIC TR | 808524847 | 8,783 | $175,397 | 0.23% |
| 55 | BARCLAYS BK PLC | VXZ | 5,158 | $165,365 | 0.22% |
| 56 | WELLS FARGO CO NEW | 949746101 | 2,734 | $162,372 | 0.21% |
| 57 | WALMART INC | WMT | 2,394 | $162,124 | 0.21% |
| 58 | ISHARES TR | 464288273 | 2,629 | $162,069 | 0.21% |
| 59 | EXXON MOBIL CORP | XOM | 1,403 | $161,619 | 0.21% |
| 60 | SOUTHERN CO | SOMN | 2,015 | $156,320 | 0.20% |
| 61 | SPDR SER TR | 78468R788 | 3,730 | $150,058 | 0.20% |
| 62 | CVS HEALTH GROUP | CVS | 2,442 | $144,231 | 0.19% |
| 63 | ISHARES TR | 464288406 | 2,023 | $142,159 | 0.19% |
| 64 | SCWAB STRATEGIC TR | 808524797 | 1,723 | $133,980 | 0.17% |
| 65 | APPLIED MATLS INC | 038222105 | 555 | $130,974 | 0.17% |
| 66 | UNITED STS OIL FD LP | UNTCW | 1,589 | $126,469 | 0.16% |
| 67 | LOCKHEED MARTIN CORP | LMT | 261 | $122,344 | 0.16% |
| 68 | ISHARES TR | 464288281 | 1,341 | $118,665 | 0.15% |
| 69 | DIMENSIONAL ETF TRUST | 25434V609 | 2,235 | $115,980 | 0.15% |
| 70 | SCWAB STRATEGIC TR | 808524706 | 4,255 | $113,013 | 0.15% |
| 71 | ISHARES TR | 46432F859 | 2,242 | $106,249 | 0.14% |
| 72 | ISHARES US ETF TR | 46431W507 | 2,100 | $105,741 | 0.14% |
| 73 | INVESCO EXCHNG TRADED FD TR | IVZ | 1,563 | $101,517 | 0.13% |
| 74 | ISHARES TR | 464287523 | 411 | $101,365 | 0.13% |
| 75 | TRUIST FINL CORP | 89832Q109 | 2,481 | $96,387 | 0.13% |
| 76 | ISHARES TR | SLV | 3,623 | $96,263 | 0.13% |
| 77 | JOHN HANCOCK EXCHAGE TRADED | 47804J206 | 1,721 | $94,741 | 0.12% |
| 78 | ISHARES TR | 464287614 | 257 | $93,679 | 0.12% |
| 79 | BROADCOM INC | AVGO | 57 | $91,915 | 0.12% |
| 80 | ISHARES TR | 464287655 | 444 | $90,102 | 0.12% |
| 81 | VANGUARD BD INDEX FD INC | 921937827 | 1,107 | $84,907 | 0.11% |
| 82 | HOME DEPOT INC | HD | 236 | $81,578 | 0.11% |
| 83 | TESLA INC | TSLA | 404 | $79,944 | 0.10% |
| 84 | CADENCE DESIGN SYSTEM INC | CDNS | 250 | $76,938 | 0.10% |
| 85 | BEST BUY INC | BBY | 900 | $75,861 | 0.10% |
| 86 | SYNOPSYS INC | SNPS | 125 | $74,383 | 0.10% |
| 87 | ADVANCED MICRO DEVICES INC | AMD | 433 | $70,237 | 0.09% |
| 88 | PFIZER INC | PFE | 2,391 | $66,900 | 0.09% |
| 89 | FIDELITY NATL INFORMATION SV | 31620M106 | 877 | $66,154 | 0.09% |
| 90 | INVESCO EXCHANGE TRADED FD T | IVZ | 617 | $65,117 | 0.08% |
| 91 | ISHARES TR | 46429B663 | 586 | $63,702 | 0.08% |
| 92 | META PLATFORMS INC | META | 120 | $60,837 | 0.08% |
| 93 | NETFLIX INC | NFLX | 89 | $60,227 | 0.08% |
| 94 | COCA COLA CO | KO | 915 | $58,244 | 0.08% |
| 95 | CAPITAL GROUP CORE EQUITY ETF | 14020V108 | 1,755 | $56,607 | 0.07% |
| 96 | FIRST TR EXCHANGE TRADED FD | 33734X853 | 1,186 | $55,813 | 0.07% |
| 97 | PEPSICO INC | PEP | 311 | $51,317 | 0.07% |
| 98 | CAPITAL GROUP GROWTH ETF | 14020G101 | 1,481 | $48,710 | 0.06% |
| 99 | SCWAB STRATEGIC TR | 808524888 | 1,348 | $47,962 | 0.06% |
| 100 | GE AEROSPACE | 369604301 | 300 | $47,691 | 0.06% |
| 101 | MEDTRONIC PLC | MDT | 600 | $47,226 | 0.06% |
| 102 | ALPHABET INC | GOOG | 245 | $44,938 | 0.06% |
| 103 | MERCK & CO INC | MRK | 359 | $44,457 | 0.06% |
| 104 | ISHARES TR | 464287432 | 460 | $43,525 | 0.06% |
| 105 | ABBVIE INC | ABBV | 253 | $43,504 | 0.06% |
| 106 | CHEVRON CORP NEW | CVX | 275 | $43,023 | 0.06% |
| 107 | ORACLE CORP | ORCL-PD | 294 | $41,513 | 0.05% |
| 108 | ADOBE INC | ADBE | 74 | $41,110 | 0.05% |
| 109 | VISA INC | V | 152 | $39,964 | 0.05% |
| 110 | EATON CORP PLC | ETN | 122 | $38,474 | 0.05% |
| 111 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 1,462 | $37,603 | 0.05% |
| 112 | UNITEDHEALTH GROUP INC | UNH | 73 | $37,398 | 0.05% |
| 113 | ISHARES TR | 46429B697 | 433 | $36,429 | 0.05% |
| 114 | INVESCO EXCHANGE TRADED FD T | IVZ | 220 | $36,189 | 0.05% |
| 115 | ISHARES TR | 464288117 | 933 | $36,023 | 0.05% |
| 116 | MONDELEZ INTL INC | 609207105 | 535 | $35,038 | 0.05% |
| 117 | AIR PRODS & CHEMS INC | AIIR | 134 | $34,055 | 0.04% |
| 118 | AT&T | T-PC | 1,648 | $31,493 | 0.04% |
| 119 | MPLX LP | MPLXP | 700 | $29,813 | 0.04% |
| 120 | MARSH & MCLENNAN COS INC | 571748102 | 139 | $29,498 | 0.04% |
| 121 | SALESFORCE INC | CRM | 110 | $28,281 | 0.04% |
| 122 | PROLOGIS INC | PLDGP | 249 | $28,043 | 0.04% |
| 123 | MCDONALDS CORP | MCD | 107 | $27,351 | 0.04% |
| 124 | TEXAS INSTRS INC | 882508104 | 139 | $27,044 | 0.04% |
| 125 | JPMORGAN CHASE & CO | VYLD | 130 | $26,408 | 0.03% |
| 126 | STARBUCKS CORP | SBUX | 333 | $25,971 | 0.03% |
| 127 | SEMPRA | SREA | 328 | $25,017 | 0.03% |
| 128 | PAYCHEX INC | PAYX | 197 | $23,360 | 0.03% |
| 129 | DOLLAR GEN CORP NEW | 256677105 | 176 | $23,272 | 0.03% |
| 130 | TRAVELERS COMPANIES INC | TRV | 111 | $22,580 | 0.03% |
| 131 | ASTRAZENECA PLC | AZN | 280 | $21,837 | 0.03% |
| 132 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 500 | $20,765 | 0.03% |
| 133 | ISHARES TR | 46434V449 | 536 | $20,756 | 0.03% |
| 134 | AUTOMATIC DATA PROCESSING INC | ADP | 82 | $19,683 | 0.03% |
| 135 | PHILLIPS 66 | PSX | 139 | $19,641 | 0.03% |
| 136 | VANECK ETF TRUST | 92189H730 | 563 | $18,014 | 0.02% |
| 137 | US BANKCORP DEL | USB-PS | 452 | $17,958 | 0.02% |
| 138 | ISHARES TR | 46432F396 | 87 | $16,954 | 0.02% |
| 139 | PNC FINL SVCS GROUP INC | 693475105 | 107 | $16,663 | 0.02% |
| 140 | QUALCOMM INC | QCOM | 81 | $16,272 | 0.02% |
| 141 | PROSHARES TR | 74347X831 | 219 | $16,237 | 0.02% |
| 142 | ISHARES TR | 46429B689 | 217 | $15,050 | 0.02% |
| 143 | INVESCO LTD | IVZ | 1,000 | $14,960 | 0.02% |
| 144 | REALTY INCOME CORP | O | 253 | $13,367 | 0.02% |
| 145 | SCHWAB CHARLES CORP | SCHW-PJ | 180 | $13,264 | 0.02% |
| 146 | HONEYWELL INTL INC | 438516106 | 61 | $13,227 | 0.02% |
| 147 | FORTUNE BRANDS HOME & SEC IN | FBIN | 200 | $12,988 | 0.02% |
| 148 | ENERGY TRANSFER L P | ET-PI | 765 | $12,408 | 0.02% |
| 149 | FIDELITY CONVINGTON TRUST | 31609A503 | 410 | $12,102 | 0.02% |
| 150 | RTX CORPORATION | RTX | 117 | $11,787 | 0.02% |
| 151 | PAYCOM SOFTWARE INC | PAYC | 68 | $9,815 | 0.01% |
| 152 | WALGREENS BOOT ALLIANCE INC | 931427108 | 800 | $9,676 | 0.01% |
| 153 | ECOLAB INC | ECL | 38 | $9,069 | 0.01% |
| 154 | ABBOTT LABS | ABLZF | 80 | $8,398 | 0.01% |
| 155 | HP INC | HPQ | 229 | $8,038 | 0.01% |
| 156 | BLACKROCK INC | BLK | 10 | $7,969 | 0.01% |
| 157 | FRANKLIN TEMPLETON ETF TR | FGDL | 324 | $7,909 | 0.01% |
| 158 | FORD MTR CO DEL | 345370860 | 599 | $7,514 | 0.01% |
| 159 | ROYAL BK CDA SUSTAINABL | 780087102 | 67 | $7,127 | 0.01% |
| 160 | SSGA ACTIVE ETF TR | 78467V608 | 136 | $5,685 | 0.01% |
| 161 | MARVELL TECHNOLOGY | MRVL | 74 | $5,189 | 0.01% |
| 162 | ISHARES TR | 464288240 | 93 | $4,942 | 0.01% |
| 163 | AMERICAN TOWER CORP NEW | 03027X100 | 24 | $4,762 | 0.01% |
| 164 | VANGUARD WHITEHALL FDS | 921946406 | 39 | $4,625 | 0.01% |
| 165 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 213 | $4,523 | 0.01% |
| 166 | RUBRIK INC | RBRK | 134 | $4,108 | 0.01% |
| 167 | ISHARES TR | 464288257 | 35 | $4,030 | 0.01% |
| 168 | TRANSDIGM GROUP INC | TDG | 3 | $3,833 | 0.00% |
| 169 | DRAFTKINGS INC | DKNG | 100 | $3,817 | 0.00% |
| 170 | NEXTERA ENERGY INC | NEE-PW | 51 | $3,631 | 0.00% |
| 171 | PARKER-HANNIFIN CORP | PH | 7 | $3,541 | 0.00% |
| 172 | CONAGRA BANDS INC | CAG | 116 | $3,299 | 0.00% |
| 173 | WARNER BROS DISCOVERY INC | WBD | 398 | $2,961 | 0.00% |
| 174 | LAMB WESTON HLDGS INC | LW | 32 | $2,746 | 0.00% |
| 175 | ILLINOIS TOOL WKS INC | 452308109 | 11 | $2,664 | 0.00% |
| 176 | VIATRIS INC | VTRS | 248 | $2,636 | 0.00% |
| 177 | WASTE MGMT INC DEL | 94106L109 | 12 | $2,560 | 0.00% |
| 178 | T-MOBILE US INC | TMUSZ | 13 | $2,318 | 0.00% |
| 179 | CNH INDL N V | N20944109 | 167 | $2,164 | 0.00% |
| 180 | WABTEC | 929740108 | 12 | $1,897 | 0.00% |
| 181 | INTERNATIONAL BUSINESS MACHS | INTR | 10 | $1,730 | 0.00% |
| 182 | PALO ALTO NETWORKS INC | PANW | 5 | $1,695 | 0.00% |
| 183 | L3HARRIS TECHNOLOGIES INC | LHX | 7 | $1,619 | 0.00% |
| 184 | VIAD CORP | 92552R406 | 42 | $1,453 | 0.00% |
| 185 | OLD DOMINION FREIGHT LINE IN | ODFL | 8 | $1,421 | 0.00% |
| 186 | AIRBNB INC | ABNB | 8 | $1,213 | 0.00% |
| 187 | LAM RESEARCH CORP | LRCX | 1 | $1,077 | 0.00% |
| 188 | UBER TECHNOLOGIES INC | UBER | 14 | $1,018 | 0.00% |
| 189 | KENVUE INC | KVUE | 49 | $907 | 0.00% |
| 190 | COMCAST CORP NEW | CCZ | 23 | $901 | 0.00% |
| 191 | ALBEMARLE CORP | ALB-PA | 9 | $864 | 0.00% |
| 192 | CARNIVAL CORP | CUKPF | 32 | $599 | 0.00% |
| 193 | TORONTO DOMINION BK ONT | TORO | 10 | $550 | 0.00% |
| 194 | ISHARES TR | 464287887 | 4 | $517 | 0.00% |
| 195 | DELTA AIR LINES INC DEL | DAL | 10 | $479 | 0.00% |
| 196 | VANGUARD SCOTTSDALE FDS | 92206C409 | 6 | $464 | 0.00% |
| 197 | COINBASE GLOBAL INC | COIN | 2 | $444 | 0.00% |
| 198 | CELCIUS HLDGS INC | CELH | 6 | $343 | 0.00% |
| 199 | ISHARES | 464286145 | 10 | $297 | 0.00% |
| 200 | DXC TECHNOLOGY CO | DXC | 14 | $279 | 0.00% |
| 201 | ON SEMICONDUCTOR CORP | ON | 3 | $206 | 0.00% |
| 202 | FIDELITY NATIONAL FINANCIAL | FNF | 3 | $190 | 0.00% |
| 203 | KEARNY FINL CORP MD | BEKE | 30 | $185 | 0.00% |
| 204 | SNAP INC | SNAP | 10 | $166 | 0.00% |
| 205 | DISNEY WALT CO | 254687106 | 1 | $100 | 0.00% |
| 206 | INVESCO EXCHNG TRADED FD TR | IVZ | 4 | $80 | 0.00% |
| 207 | CANNAE HLDGS INC | CNNE | 1 | $18 | 0.00% |
| 208 | MULLEN AUTOMOTIVE INC | 62526P406 | 1 | $2 | 0.00% |
| 209 | ESSENTIAL PPTYS RLTY TR INC | 29670E107 | 0 | $0 | 0.00% |
| 210 | ISHARES TR | 464287341 | 0 | $0 | 0.00% |
| 211 | DUPONT DE NEMOURS INC | DD | 0 | $0 | 0.00% |
| 212 | CORTEVA INC | CTVA | 0 | $0 | 0.00% |