13F HOLDINGS REPORT
CLEAR INVESTMENT RESEARCH, LLC
Quarter ended Q3 2024 · Filed November 12, 2024 · Accession 0001635523-24-000004
Total Value
$76.9M
Positions
227
Other Managers
0
Confidential Omitted
No
Holdings (227)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 15,415 | $8.9M | 11.57% |
| 2 | VANGUARD WORLD FD | 921910709 | 95,243 | $7.6M | 9.87% |
| 3 | GRAPHIC PACKAGING HLDG CO | GPK | 207,945 | $6.2M | 8.00% |
| 4 | FIDELITY MERRIMACK STR TR | 316188309 | 76,089 | $3.6M | 4.63% |
| 5 | APPLE INC | AAPL | 15,002 | $3.5M | 4.55% |
| 6 | ISHARES TR | 46432F842 | 36,379 | $2.8M | 3.69% |
| 7 | ISHARES TR | 464287507 | 44,229 | $2.8M | 3.58% |
| 8 | SCWAB STRATEGIC TR | 808524201 | 40,082 | $2.7M | 3.54% |
| 9 | LILLY ELI & CO | LLY | 2,660 | $2.4M | 3.07% |
| 10 | SCWAB STRATEGIC TR | 808524862 | 38,126 | $1.9M | 2.43% |
| 11 | MICROSOFT CORP | MSFT | 4,066 | $1.7M | 2.28% |
| 12 | ISHARES TR | 464287804 | 13,765 | $1.6M | 2.09% |
| 13 | VANECK VECTORS ETF TR | 92189F437 | 52,597 | $1.5M | 2.01% |
| 14 | ISHARES TR | 464287408 | 7,523 | $1.5M | 1.93% |
| 15 | ISHARES TR | 464287309 | 13,298 | $1.3M | 1.66% |
| 16 | SCWAB STRATEGIC TR | 808524508 | 13,554 | $1.1M | 1.46% |
| 17 | SCWAB STRATEGIC TR | 808524870 | 19,697 | $1.1M | 1.37% |
| 18 | NVIDIA CORP | NVDA | 8,279 | $1.0M | 1.31% |
| 19 | ISHARES TR | 464287432 | 9,961 | $977,174 | 1.27% |
| 20 | FIDELITY COVINGTON TRUST | 316092352 | 21,108 | $902,798 | 1.17% |
| 21 | SPDR SER TR | 78464A847 | 16,509 | $902,763 | 1.17% |
| 22 | VANGUARD TAX-MANAGED FDS | 921943858 | 15,839 | $836,508 | 1.09% |
| 23 | ISHARES INC | 46434G103 | 13,581 | $779,708 | 1.01% |
| 24 | SCWAB STRATEGIC TR | 808524300 | 7,158 | $745,720 | 0.97% |
| 25 | BANK AMER CORP | 060505104 | 17,607 | $698,650 | 0.91% |
| 26 | ISHARES TR | 464287176 | 5,984 | $661,104 | 0.86% |
| 27 | AMAZON COM INC | AMZN | 3,261 | $607,622 | 0.79% |
| 28 | SCWAB STRATEGIC TR | 808524607 | 11,654 | $600,181 | 0.78% |
| 29 | SCWAB STRATEGIC TR | 808524805 | 13,599 | $559,191 | 0.73% |
| 30 | SCWAB STRATEGIC TR | 808524409 | 6,927 | $556,723 | 0.72% |
| 31 | ISHARES TR | 464288513 | 6,492 | $521,364 | 0.68% |
| 32 | VANGUARD INDEX FDS | 922908553 | 5,071 | $494,036 | 0.64% |
| 33 | ISHARES TR | 46429B747 | 4,856 | $492,042 | 0.64% |
| 34 | ISHARES TR | 464287648 | 1,568 | $445,424 | 0.58% |
| 35 | BERSHIRE HATHAWAY INC DEL | BRK-A | 918 | $422,519 | 0.55% |
| 36 | ISHARES TR | 464287630 | 2,338 | $390,066 | 0.51% |
| 37 | ALPHABET INC | GOOG | 2,316 | $384,130 | 0.50% |
| 38 | ISHARES TR | 464287226 | 3,656 | $370,243 | 0.48% |
| 39 | DOLLAR TREE INC | DLTR | 5,200 | $365,664 | 0.48% |
| 40 | ISHARES TR | 46434V621 | 5,413 | $339,347 | 0.44% |
| 41 | DIMENSIONAL ETF TRUST | 25434V203 | 10,532 | $334,718 | 0.44% |
| 42 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,843 | $325,788 | 0.42% |
| 43 | ISHARES TR | 46432F339 | 1,755 | $314,753 | 0.41% |
| 44 | RYDER SYS INC | R | 2,136 | $311,429 | 0.41% |
| 45 | JOHNSON & JOHNSON | JNJ | 1,870 | $303,198 | 0.39% |
| 46 | INVESCO QQQ TR | IVZ | 600 | $292,842 | 0.38% |
| 47 | SPDR S&P 500 ETF TR | SPY | 493 | $282,864 | 0.37% |
| 48 | LOWES COS INC | 548661107 | 1,000 | $270,850 | 0.35% |
| 49 | ISHARES | 464286533 | 3,944 | $247,336 | 0.32% |
| 50 | ISHARES TR | 464287739 | 2,192 | $223,349 | 0.29% |
| 51 | ISHARES TR | 46432F834 | 3,072 | $223,190 | 0.29% |
| 52 | PIMCO ETF TR | 72201R718 | 2,183 | $209,481 | 0.27% |
| 53 | WALMART INC | WMT | 2,565 | $207,177 | 0.27% |
| 54 | PROCTOR AND GAMBLE CO | 742718109 | 1,188 | $205,901 | 0.27% |
| 55 | ISHARES GOLD TR | IAU | 4,046 | $201,086 | 0.26% |
| 56 | SCWAB STRATEGIC TR | 808524847 | 8,117 | $188,071 | 0.24% |
| 57 | SPDR SER TR | 78468R788 | 4,032 | $184,061 | 0.24% |
| 58 | SOUTHERN CO | SOMN | 2,010 | $181,341 | 0.24% |
| 59 | EXXON MOBIL CORP | XOM | 1,512 | $177,245 | 0.23% |
| 60 | BARCLAYS BK PLC | VXZ | 5,389 | $173,741 | 0.23% |
| 61 | LOCKHEED MARTIN CORP | LMT | 274 | $160,261 | 0.21% |
| 62 | ISHARES TR | 46434V282 | 2,718 | $159,737 | 0.21% |
| 63 | WELLS FARGO CO NEW | 949746101 | 2,734 | $154,444 | 0.20% |
| 64 | CVS HEALTH GROUP | CVS | 2,442 | $153,574 | 0.20% |
| 65 | ISHARES TR | 464288406 | 1,950 | $149,459 | 0.19% |
| 66 | ISHARES TR | 464288273 | 2,157 | $146,082 | 0.19% |
| 67 | SCWAB STRATEGIC TR | 808524797 | 1,723 | $145,645 | 0.19% |
| 68 | ISHARES TR | 464288281 | 1,360 | $127,354 | 0.17% |
| 69 | SPDR SER TR | 78464A508 | 2,340 | $123,706 | 0.16% |
| 70 | UNITED STS OIL FD LP | UNTCW | 1,746 | $122,080 | 0.16% |
| 71 | SCWAB STRATEGIC TR | 808524706 | 3,888 | $113,452 | 0.15% |
| 72 | INVESCO EXCHNG TRADED FD TR | IVZ | 1,567 | $112,401 | 0.15% |
| 73 | APPLIED MATLS INC | 038222105 | 555 | $112,138 | 0.15% |
| 74 | SPDR SER TR | 78464A409 | 1,326 | $109,985 | 0.14% |
| 75 | ISHARES TR | 464287523 | 476 | $109,788 | 0.14% |
| 76 | DIMENSIONAL ETF TRUST | 25434V609 | 1,921 | $106,904 | 0.14% |
| 77 | TRUIST FINL CORP | 89832Q109 | 2,481 | $106,112 | 0.14% |
| 78 | BROADCOM INC | AVGO | 598 | $103,256 | 0.13% |
| 79 | JOHN HANCOCK EXCHAGE TRADED | 47804J206 | 1,663 | $100,132 | 0.13% |
| 80 | ISHARES TR | SLV | 3,464 | $98,412 | 0.13% |
| 81 | ISHARES TR | 464287614 | 257 | $96,473 | 0.13% |
| 82 | HOME DEPOT INC | HD | 237 | $96,425 | 0.13% |
| 83 | TESLA INC | TSLA | 365 | $95,495 | 0.12% |
| 84 | ISHARES TR | 46432F859 | 1,947 | $94,810 | 0.12% |
| 85 | BEST BUY INC | BBY | 900 | $92,970 | 0.12% |
| 86 | VANGUARD BD INDEX FD INC | 921937827 | 1,107 | $87,110 | 0.11% |
| 87 | ADVANCED MICRO DEVICES INC | AMD | 478 | $78,430 | 0.10% |
| 88 | FIDELITY NATL INFORMATION SV | 31620M106 | 877 | $73,528 | 0.10% |
| 89 | ISHARES TR | 464287655 | 313 | $69,321 | 0.09% |
| 90 | PFIZER INC | PFE | 2,391 | $69,196 | 0.09% |
| 91 | META PLATFORMS INC | META | 118 | $67,960 | 0.09% |
| 92 | CADENCE DESIGN SYSTEM INC | CDNS | 250 | $67,758 | 0.09% |
| 93 | INVESCO EXCHANGE TRADED FD T | IVZ | 625 | $66,089 | 0.09% |
| 94 | NETFLIX INC | NFLX | 91 | $64,715 | 0.08% |
| 95 | COCA COLA CO | KO | 886 | $63,734 | 0.08% |
| 96 | SYNOPSYS INC | SNPS | 125 | $63,299 | 0.08% |
| 97 | ISHARES TR | 46429B663 | 537 | $63,119 | 0.08% |
| 98 | CAPITAL GROUP CORE EQUITY ETF | 14020V108 | 1,759 | $60,319 | 0.08% |
| 99 | FIRST TR EXCHANGE TRADED FD | 33734X853 | 1,186 | $57,355 | 0.07% |
| 100 | GE AEROSPACE | 369604301 | 300 | $56,574 | 0.07% |
| 101 | MEDTRONIC PLC | MDT | 600 | $54,018 | 0.07% |
| 102 | PEPSICO INC | PEP | 311 | $52,911 | 0.07% |
| 103 | SCWAB STRATEGIC TR | 808524888 | 1,348 | $51,938 | 0.07% |
| 104 | CAPITAL GROUP GROWTH ETF | 14020G101 | 1,483 | $51,612 | 0.07% |
| 105 | ORACLE CORP | ORCL-PD | 294 | $50,098 | 0.07% |
| 106 | ABBVIE INC | ABBV | 253 | $50,089 | 0.07% |
| 107 | SPDR INDEX SHS FDS | 78463X889 | 1,233 | $46,311 | 0.06% |
| 108 | UNITEDHEALTH GROUP INC | UNH | 76 | $44,815 | 0.06% |
| 109 | VISA INC | V | 152 | $41,882 | 0.05% |
| 110 | PROSHARES TR | 74347X831 | 575 | $41,724 | 0.05% |
| 111 | CHEVRON CORP NEW | CVX | 279 | $41,198 | 0.05% |
| 112 | ALPHABET INC | GOOG | 245 | $40,962 | 0.05% |
| 113 | MERCK & CO INC | MRK | 359 | $40,780 | 0.05% |
| 114 | EATON CORP PLC | ETN | 122 | $40,669 | 0.05% |
| 115 | COSTCO WHSL CORP NEW | 22160K105 | 45 | $39,937 | 0.05% |
| 116 | ISHARES TR | 46429B697 | 435 | $39,795 | 0.05% |
| 117 | MONDELEZ INTL INC | 609207105 | 538 | $39,701 | 0.05% |
| 118 | AIR PRODS & CHEMS INC | AIIR | 132 | $39,310 | 0.05% |
| 119 | ISHARES TR | 464288117 | 933 | $39,018 | 0.05% |
| 120 | ADOBE INC | ADBE | 75 | $38,834 | 0.05% |
| 121 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 1,355 | $36,544 | 0.05% |
| 122 | AT&T | T-PC | 1,648 | $36,256 | 0.05% |
| 123 | SALESFORCE INC | CRM | 129 | $35,352 | 0.05% |
| 124 | MCDONALDS CORP | MCD | 107 | $32,682 | 0.04% |
| 125 | STARBUCKS CORP | SBUX | 331 | $32,359 | 0.04% |
| 126 | MARSH & MCLENNAN COS INC | 571748102 | 139 | $31,229 | 0.04% |
| 127 | PROLOGIS INC | PLDGP | 247 | $31,211 | 0.04% |
| 128 | MPLX LP | MPLXP | 700 | $31,122 | 0.04% |
| 129 | CROWDSTRIKE HLDGS INC | CRWD | 105 | $29,449 | 0.04% |
| 130 | JPMORGAN CHASE & CO | VYLD | 138 | $29,134 | 0.04% |
| 131 | TEXAS INSTRS INC | 882508104 | 139 | $28,717 | 0.04% |
| 132 | SEMPRA | SREA | 328 | $27,507 | 0.04% |
| 133 | PAYCHEX INC | PAYX | 197 | $26,440 | 0.03% |
| 134 | TRAVELERS COMPANIES INC | TRV | 111 | $25,998 | 0.03% |
| 135 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 500 | $25,870 | 0.03% |
| 136 | AUTOMATIC DATA PROCESSING INC | ADP | 82 | $22,820 | 0.03% |
| 137 | INVESCO EXCHANGE TRADED FD T | IVZ | 125 | $22,470 | 0.03% |
| 138 | ISHARES TR | 46434V449 | 545 | $22,026 | 0.03% |
| 139 | ASTRAZENECA PLC | AZN | 280 | $21,815 | 0.03% |
| 140 | US BANKCORP DEL | USB-PS | 452 | $20,686 | 0.03% |
| 141 | PNC FINL SVCS GROUP INC | 693475105 | 107 | $19,810 | 0.03% |
| 142 | VANECK ETF TRUST | 92189H730 | 564 | $19,779 | 0.03% |
| 143 | PHILLIPS 66 | PSX | 139 | $18,289 | 0.02% |
| 144 | FORTUNE BRANDS HOME & SEC IN | FBIN | 200 | $17,906 | 0.02% |
| 145 | ISHARES TR | 46432F396 | 87 | $17,640 | 0.02% |
| 146 | INVESCO LTD | IVZ | 1,000 | $17,560 | 0.02% |
| 147 | QUALCOMM INC | QCOM | 102 | $17,463 | 0.02% |
| 148 | ISHARES TR | 46429B689 | 217 | $16,644 | 0.02% |
| 149 | REALTY INCOME CORP | O | 253 | $16,054 | 0.02% |
| 150 | DOLLAR GEN CORP NEW | 256677105 | 176 | $14,884 | 0.02% |
| 151 | RTX CORPORATION | RTX | 117 | $14,258 | 0.02% |
| 152 | FIDELITY CONVINGTON TRUST | 31609A503 | 412 | $13,256 | 0.02% |
| 153 | ENERGY TRANSFER L P | ET-PI | 780 | $12,527 | 0.02% |
| 154 | HONEYWELL INTL INC | 438516106 | 58 | $12,005 | 0.02% |
| 155 | SCHWAB CHARLES CORP | SCHW-PJ | 180 | $11,666 | 0.02% |
| 156 | PAYCOM SOFTWARE INC | PAYC | 68 | $11,457 | 0.01% |
| 157 | ECOLAB INC | ECL | 40 | $10,246 | 0.01% |
| 158 | MARVELL TECHNOLOGY | MRVL | 133 | $9,612 | 0.01% |
| 159 | ABBOTT LABS | ABLZF | 80 | $9,214 | 0.01% |
| 160 | ROYAL BK CDA | 780087102 | 67 | $8,357 | 0.01% |
| 161 | HP INC | HPQ | 231 | $8,298 | 0.01% |
| 162 | FRANKLIN TEMPLETON ETF TR | FGDL | 337 | $8,179 | 0.01% |
| 163 | WALGREENS BOOT ALLIANCE INC | 931427108 | 800 | $7,168 | 0.01% |
| 164 | AMERICAN TOWER CORP NEW | 03027X100 | 24 | $5,723 | 0.01% |
| 165 | SSGA ACTIVE ETF TR | 78467V608 | 137 | $5,721 | 0.01% |
| 166 | ISHARES TR | 464288240 | 93 | $5,323 | 0.01% |
| 167 | FORD MTR CO DEL | 345370860 | 501 | $5,300 | 0.01% |
| 168 | PURE STORAGE INC | 74624M102 | 103 | $5,175 | 0.01% |
| 169 | VANGUARD WHITEHALL FDS | 921946406 | 39 | $5,000 | 0.01% |
| 170 | ISHARES US ETF TR | 46431W507 | 95 | $4,902 | 0.01% |
| 171 | PARKER-HANNIFIN CORP | PH | 7 | $4,423 | 0.01% |
| 172 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 214 | $4,398 | 0.01% |
| 173 | NEXTERA ENERGY INC | NEE-PW | 51 | $4,361 | 0.01% |
| 174 | RUBRIK INC | RBRK | 134 | $4,308 | 0.01% |
| 175 | ISHARES TR | 464288257 | 35 | $4,286 | 0.01% |
| 176 | TRANSDIGM GROUP INC | TDG | 3 | $4,281 | 0.01% |
| 177 | DRAFTKINGS INC | DKNG | 100 | $3,920 | 0.01% |
| 178 | CONAGRA BANDS INC | CAG | 117 | $3,817 | 0.00% |
| 179 | NUTANIX INC | NTNX | 61 | $3,614 | 0.00% |
| 180 | NOVO-NORDISK A S | NONOF | 29 | $3,453 | 0.00% |
| 181 | WARNER BROS DISCOVERY INC | WBD | 398 | $3,284 | 0.00% |
| 182 | T-MOBILE US INC | TMUSZ | 15 | $3,136 | 0.00% |
| 183 | LULULEMON ATHLETICA INC | LULU | 11 | $2,985 | 0.00% |
| 184 | ILLINOIS TOOL WKS INC | 452308109 | 11 | $2,964 | 0.00% |
| 185 | VIATRIS INC | VTRS | 248 | $2,879 | 0.00% |
| 186 | MODERNA INC | MRNA | 39 | $2,606 | 0.00% |
| 187 | UBER TECHNOLOGIES INC | UBER | 34 | $2,555 | 0.00% |
| 188 | WASTE MGMT INC DEL | 94106L109 | 12 | $2,491 | 0.00% |
| 189 | WABTEC | 929740108 | 12 | $2,181 | 0.00% |
| 190 | LAMB WESTON HLDGS INC | LW | 32 | $2,127 | 0.00% |
| 191 | IONIS PHARMACEUTICALS INC | IONS | 51 | $2,043 | 0.00% |
| 192 | ALNYLAM PHARMACEUTICALS INC | ALNY | 7 | $1,925 | 0.00% |
| 193 | CNH INDL N V | N20944109 | 167 | $1,854 | 0.00% |
| 194 | SERVICENOW INC | NOW | 2 | $1,789 | 0.00% |
| 195 | L3HARRIS TECHNOLOGIES INC | LHX | 7 | $1,723 | 0.00% |
| 196 | PALO ALTO NETWORKS INC | PANW | 5 | $1,709 | 0.00% |
| 197 | OLD DOMINION FREIGHT LINE IN | ODFL | 8 | $1,601 | 0.00% |
| 198 | VIAD CORP | 92552R406 | 42 | $1,531 | 0.00% |
| 199 | CLOUDFLARE INC | NET | 17 | $1,375 | 0.00% |
| 200 | TJX COS INC NEW | 872540109 | 11 | $1,293 | 0.00% |
| 201 | KENVUE INC | KVUE | 50 | $1,165 | 0.00% |
| 202 | COMCAST CORP NEW | CCZ | 23 | $961 | 0.00% |
| 203 | TORONTO DOMINION BK ONT | TORO | 10 | $633 | 0.00% |
| 204 | WAYFAIR INC | W | 11 | $618 | 0.00% |
| 205 | CARNIVAL CORP | CUKPF | 32 | $591 | 0.00% |
| 206 | ISHARES TR | 464287887 | 4 | $564 | 0.00% |
| 207 | COINBASE GLOBAL INC | COIN | 3 | $535 | 0.00% |
| 208 | HUBSPOT INC | HUBS | 1 | $532 | 0.00% |
| 209 | DELTA AIR LINES INC DEL | DAL | 10 | $515 | 0.00% |
| 210 | ALBEMARLE CORP | ALB-PA | 5 | $481 | 0.00% |
| 211 | VANGUARD SCOTTSDALE FDS | 92206C409 | 6 | $477 | 0.00% |
| 212 | AIRBNB INC | ABNB | 3 | $380 | 0.00% |
| 213 | DXC TECHNOLOGY CO | DXC | 14 | $304 | 0.00% |
| 214 | ISHARES | 464286145 | 10 | $298 | 0.00% |
| 215 | FIDELITY NATIONAL FINANCIAL | FNF | 3 | $241 | 0.00% |
| 216 | CELCIUS HLDGS INC | CELH | 7 | $220 | 0.00% |
| 217 | ON SEMICONDUCTOR CORP | ON | 3 | $218 | 0.00% |
| 218 | KEARNY FINL CORP MD | BEKE | 30 | $206 | 0.00% |
| 219 | SNAP INC | SNAP | 10 | $107 | 0.00% |
| 220 | DISNEY WALT CO | 254687106 | 1 | $97 | 0.00% |
| 221 | INVESCO EXCHNG TRADED FD TR | IVZ | 4 | $86 | 0.00% |
| 222 | CANNAE HLDGS INC | CNNE | 1 | $19 | 0.00% |
| 223 | MULLEN AUTOMOTIVE INC | 62526P505 | 1 | $3 | 0.00% |
| 224 | DUPONT DE NEMOURS INC | DD | 0 | $0 | 0.00% |
| 225 | ISHARES TR | 464287341 | 0 | $0 | 0.00% |
| 226 | CORTEVA INC | CTVA | 0 | $0 | 0.00% |
| 227 | ESSENTIAL PPTYS RLTY TR INC | 29670E107 | 0 | $0 | 0.00% |