13F HOLDINGS REPORT
CLEAR INVESTMENT RESEARCH, LLC
Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001635523-25-000001
Total Value
$77.7M
Positions
230
Other Managers
0
Confidential Omitted
No
Holdings (229)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 15,218 | $9.0M | 11.53% |
| 2 | VANGUARD WORLD FD | 921910709 | 98,336 | $6.7M | 8.57% |
| 3 | GRAPHIC PACKAGING HLDG CO | GPK | 217,926 | $5.9M | 7.62% |
| 4 | APPLE INC | AAPL | 14,908 | $3.7M | 4.80% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 80,911 | $3.6M | 4.67% |
| 6 | SCWAB STRATEGIC TR | 808524201 | 119,652 | $2.8M | 3.57% |
| 7 | ISHARES TR | 464287507 | 43,620 | $2.7M | 3.50% |
| 8 | ISHARES TR | 46432F842 | 38,445 | $2.7M | 3.48% |
| 9 | ISHARES | 464286533 | 4,004 | $2.3M | 2.99% |
| 10 | LILLY ELI & CO | LLY | 2,668 | $2.1M | 2.65% |
| 11 | SCWAB STRATEGIC TR | 808524862 | 77,869 | $1.9M | 2.41% |
| 12 | MICROSOFT CORP | MSFT | 4,061 | $1.7M | 2.20% |
| 13 | VANECK VECTORS ETF TR | 92189F437 | 55,120 | $1.6M | 2.03% |
| 14 | ISHARES TR | 464287804 | 13,656 | $1.6M | 2.03% |
| 15 | ISHARES TR | 464287408 | 7,557 | $1.4M | 1.86% |
| 16 | ISHARES TR | 464287309 | 12,138 | $1.2M | 1.59% |
| 17 | SCWAB STRATEGIC TR | 808524508 | 40,613 | $1.1M | 1.45% |
| 18 | SCWAB STRATEGIC TR | 808524870 | 42,377 | $1.1M | 1.41% |
| 19 | ISHARES TR | 464287432 | 11,010 | $961,532 | 1.24% |
| 20 | NVIDIA CORP | NVDA | 6,976 | $936,824 | 1.21% |
| 21 | SPDR SER TR | 78464A847 | 16,785 | $917,999 | 1.18% |
| 22 | FIDELITY COVINGTON TRUST | 316092352 | 19,839 | $917,770 | 1.18% |
| 23 | SCWAB STRATEGIC TR | 808524300 | 28,307 | $788,916 | 1.02% |
| 24 | VANGUARD TAX-MANAGED FDS | 921943858 | 16,076 | $768,791 | 0.99% |
| 25 | BANK AMER CORP | 060505104 | 17,438 | $766,439 | 0.99% |
| 26 | ISHARES INC | 46434G103 | 14,084 | $735,515 | 0.95% |
| 27 | AMAZON COM INC | AMZN | 3,205 | $703,145 | 0.90% |
| 28 | ISHARES TR | 464287176 | 6,114 | $651,548 | 0.84% |
| 29 | SCWAB STRATEGIC TR | 808524607 | 23,280 | $602,021 | 0.77% |
| 30 | SCWAB STRATEGIC TR | 808524409 | 20,761 | $541,761 | 0.70% |
| 31 | ISHARES TR | 46429B747 | 5,141 | $517,224 | 0.67% |
| 32 | ISHARES TR | 464288513 | 6,495 | $510,893 | 0.66% |
| 33 | SCWAB STRATEGIC TR | 808524805 | 27,276 | $504,606 | 0.65% |
| 34 | VANGUARD INDEX FDS | 922908553 | 5,353 | $476,897 | 0.61% |
| 35 | ISHARES TR | 464287648 | 1,549 | $445,967 | 0.57% |
| 36 | ALPHABET INC | GOOG | 2,307 | $436,736 | 0.56% |
| 37 | BERSHIRE HATHAWAY INC DEL | BRK-A | 931 | $422,004 | 0.54% |
| 38 | DOLLAR TREE INC | DLTR | 5,200 | $389,688 | 0.50% |
| 39 | ISHARES TR | 464287630 | 2,340 | $384,228 | 0.49% |
| 40 | ISHARES TR | 464287226 | 3,672 | $355,817 | 0.46% |
| 41 | RYDER SYS INC | R | 2,136 | $335,053 | 0.43% |
| 42 | ISHARES TR | 46434V621 | 5,418 | $332,389 | 0.43% |
| 43 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,844 | $324,739 | 0.42% |
| 44 | DIMENSIONAL ETF TRUST | 25434V203 | 11,029 | $322,069 | 0.41% |
| 45 | ISHARES TR | 46432F339 | 1,767 | $314,771 | 0.41% |
| 46 | INVESCO QQQ TR | IVZ | 600 | $306,738 | 0.39% |
| 47 | SPDR S&P 500 ETF TR | SPY | 493 | $288,937 | 0.37% |
| 48 | JOHNSON & JOHNSON | JNJ | 1,879 | $271,781 | 0.35% |
| 49 | LOWES COS INC | 548661107 | 1,000 | $246,800 | 0.32% |
| 50 | WALMART INC | WMT | 2,559 | $231,265 | 0.30% |
| 51 | ISHARES TR | 464287739 | 2,301 | $214,212 | 0.28% |
| 52 | ISHARES TR | 46432F834 | 3,179 | $210,316 | 0.27% |
| 53 | PIMCO ETF TR | 72201R718 | 2,165 | $205,653 | 0.26% |
| 54 | ISHARES GOLD TR | IAU | 4,122 | $204,080 | 0.26% |
| 55 | PROCTOR AND GAMBLE CO | 742718109 | 1,190 | $199,504 | 0.26% |
| 56 | WELLS FARGO CO NEW | 949746101 | 2,734 | $192,036 | 0.25% |
| 57 | SPDR SER TR | 78468R788 | 4,032 | $174,344 | 0.22% |
| 58 | BARCLAYS BK PLC | VXZ | 5,374 | $172,452 | 0.22% |
| 59 | SCWAB STRATEGIC TR | 808524847 | 8,117 | $170,944 | 0.22% |
| 60 | EXXON MOBIL CORP | XOM | 1,530 | $164,614 | 0.21% |
| 61 | SOUTHERN CO | SOMN | 1,931 | $159,004 | 0.20% |
| 62 | ISHARES TR | 46434V282 | 2,571 | $155,160 | 0.20% |
| 63 | ISHARES TR | 464288406 | 2,010 | $149,281 | 0.19% |
| 64 | BROADCOM INC | AVGO | 638 | $148,084 | 0.19% |
| 65 | LOCKHEED MARTIN CORP | LMT | 303 | $147,504 | 0.19% |
| 66 | SCWAB STRATEGIC TR | 808524797 | 5,188 | $141,736 | 0.18% |
| 67 | ISHARES TR | 464288273 | 2,300 | $139,759 | 0.18% |
| 68 | TESLA INC | TSLA | 331 | $133,671 | 0.17% |
| 69 | UNITED STS OIL FD LP | UNTCW | 1,746 | $131,910 | 0.17% |
| 70 | ISHARES TR | 464288281 | 1,405 | $125,136 | 0.16% |
| 71 | SPDR SER TR | 78464A508 | 2,356 | $120,489 | 0.16% |
| 72 | SPDR SER TR | 78464A409 | 1,328 | $116,783 | 0.15% |
| 73 | CVS HEALTH GROUP | CVS | 2,451 | $110,051 | 0.14% |
| 74 | INVESCO EXCHNG TRADED FD TR | IVZ | 1,567 | $109,690 | 0.14% |
| 75 | SCWAB STRATEGIC TR | 808524706 | 3,888 | $103,537 | 0.13% |
| 76 | DIMENSIONAL ETF TRUST | 25434V609 | 1,855 | $103,272 | 0.13% |
| 77 | ISHARES TR | 464287614 | 257 | $103,206 | 0.13% |
| 78 | ISHARES TR | 464287523 | 476 | $102,617 | 0.13% |
| 79 | TRUIST FINL CORP | 89832Q109 | 2,360 | $102,377 | 0.13% |
| 80 | ISHARES TR | SLV | 3,767 | $99,185 | 0.13% |
| 81 | JOHN HANCOCK EXCHAGE TRADED | 47804J206 | 1,613 | $96,390 | 0.12% |
| 82 | ISHARES TR | 46432F859 | 1,955 | $93,436 | 0.12% |
| 83 | PALANTIR TECHNOLOGIES INC | PLTR | 1,232 | $93,176 | 0.12% |
| 84 | HOME DEPOT INC | HD | 238 | $92,901 | 0.12% |
| 85 | APPLIED MATLS INC | 038222105 | 555 | $90,260 | 0.12% |
| 86 | VANGUARD BD INDEX FD INC | 921937827 | 1,107 | $85,538 | 0.11% |
| 87 | PROSHARES TR | 74347X831 | 1,054 | $83,417 | 0.11% |
| 88 | NETFLIX INC | NFLX | 91 | $81,325 | 0.10% |
| 89 | BEST BUY INC | BBY | 900 | $77,220 | 0.10% |
| 90 | ISHARES TR | 464287655 | 340 | $75,131 | 0.10% |
| 91 | CADENCE DESIGN SYSTEM INC | CDNS | 250 | $75,115 | 0.10% |
| 92 | META PLATFORMS INC | META | 121 | $71,306 | 0.09% |
| 93 | FIDELITY NATL INFORMATION SV | 31620M106 | 878 | $70,921 | 0.09% |
| 94 | INVESCO EXCHANGE TRADED FD T | IVZ | 632 | $66,820 | 0.09% |
| 95 | ADVANCED MICRO DEVICES INC | AMD | 539 | $65,106 | 0.08% |
| 96 | SPDR INDEX SHS FDS | 78463X889 | 1,875 | $64,026 | 0.08% |
| 97 | PFIZER INC | PFE | 2,391 | $63,433 | 0.08% |
| 98 | ISHARES TR | 46429B663 | 551 | $61,922 | 0.08% |
| 99 | CAPITAL GROUP CORE EQUITY ETF | 14020V108 | 1,769 | $61,889 | 0.08% |
| 100 | SYNOPSYS INC | SNPS | 125 | $60,670 | 0.08% |
| 101 | COCA COLA CO | KO | 949 | $59,142 | 0.08% |
| 102 | FIRST TR EXCHANGE TRADED FD | 33734X853 | 1,186 | $55,920 | 0.07% |
| 103 | CAPITAL GROUP GROWTH ETF | 14020G101 | 1,486 | $55,239 | 0.07% |
| 104 | COSTCO WHSL CORP NEW | 22160K105 | 55 | $50,503 | 0.06% |
| 105 | GE AEROSPACE | 369604301 | 300 | $50,037 | 0.06% |
| 106 | ORACLE CORP | ORCL-PD | 294 | $48,992 | 0.06% |
| 107 | MEDTRONIC PLC | MDT | 600 | $47,928 | 0.06% |
| 108 | PEPSICO INC | PEP | 314 | $47,769 | 0.06% |
| 109 | VISA INC | V | 149 | $47,212 | 0.06% |
| 110 | ALPHABET INC | GOOG | 245 | $46,658 | 0.06% |
| 111 | SCWAB STRATEGIC TR | 808524888 | 1,348 | $46,277 | 0.06% |
| 112 | ABBVIE INC | ABBV | 253 | $45,072 | 0.06% |
| 113 | SALESFORCE INC | CRM | 128 | $42,894 | 0.06% |
| 114 | UNITEDHEALTH GROUP INC | UNH | 82 | $41,918 | 0.05% |
| 115 | CHEVRON CORP NEW | CVX | 286 | $41,485 | 0.05% |
| 116 | EATON CORP PLC | ETN | 122 | $40,722 | 0.05% |
| 117 | ISHARES TR | 46429B697 | 437 | $38,878 | 0.05% |
| 118 | AIR PRODS & CHEMS INC | AIIR | 132 | $38,309 | 0.05% |
| 119 | AT&T | T-PC | 1,648 | $37,325 | 0.05% |
| 120 | CROWDSTRIKE HLDGS INC | CRWD | 105 | $35,927 | 0.05% |
| 121 | ISHARES TR | 464288117 | 933 | $35,846 | 0.05% |
| 122 | MERCK & CO INC | MRK | 359 | $35,724 | 0.05% |
| 123 | MPLX LP | MPLXP | 700 | $33,502 | 0.04% |
| 124 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 1,355 | $33,428 | 0.04% |
| 125 | JPMORGAN CHASE & CO | VYLD | 138 | $33,298 | 0.04% |
| 126 | MONDELEZ INTL INC | 609207105 | 542 | $32,402 | 0.04% |
| 127 | MCDONALDS CORP | MCD | 107 | $31,113 | 0.04% |
| 128 | STARBUCKS CORP | SBUX | 331 | $30,225 | 0.04% |
| 129 | MARSH & MCLENNAN COS INC | 571748102 | 139 | $29,734 | 0.04% |
| 130 | ADOBE INC | ADBE | 66 | $29,349 | 0.04% |
| 131 | SEMPRA | SREA | 328 | $28,852 | 0.04% |
| 132 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 500 | $28,280 | 0.04% |
| 133 | PAYCHEX INC | PAYX | 197 | $27,628 | 0.04% |
| 134 | PROLOGIS INC | PLDGP | 260 | $27,557 | 0.04% |
| 135 | TRAVELERS COMPANIES INC | TRV | 111 | $26,750 | 0.03% |
| 136 | TEXAS INSTRS INC | 882508104 | 139 | $26,068 | 0.03% |
| 137 | AUTOMATIC DATA PROCESSING INC | ADP | 82 | $24,139 | 0.03% |
| 138 | US BANKCORP DEL | USB-PS | 452 | $21,636 | 0.03% |
| 139 | ISHARES TR | 46434V449 | 562 | $21,019 | 0.03% |
| 140 | PALO ALTO NETWORKS INC | PANW | 107 | $20,668 | 0.03% |
| 141 | PNC FINL SVCS GROUP INC | 693475105 | 107 | $20,668 | 0.03% |
| 142 | VANECK ETF TRUST | 92189H730 | 571 | $19,691 | 0.03% |
| 143 | ASTRAZENECA PLC | AZN | 280 | $18,346 | 0.02% |
| 144 | ISHARES TR | 46432F396 | 87 | $18,002 | 0.02% |
| 145 | PHILLIPS 66 | PSX | 139 | $15,851 | 0.02% |
| 146 | QUALCOMM INC | QCOM | 102 | $15,776 | 0.02% |
| 147 | ENERGY TRANSFER L P | ET-PI | 795 | $15,577 | 0.02% |
| 148 | ISHARES TR | 46429B689 | 217 | $15,344 | 0.02% |
| 149 | RTX CORPORATION | RTX | 128 | $14,925 | 0.02% |
| 150 | MARVELL TECHNOLOGY | MRVL | 126 | $13,952 | 0.02% |
| 151 | FORTUNE BRANDS HOME & SEC IN | FBIN | 200 | $13,666 | 0.02% |
| 152 | FIDELITY CONVINGTON TRUST | 31609A503 | 413 | $13,580 | 0.02% |
| 153 | REALTY INCOME CORP | O | 253 | $13,523 | 0.02% |
| 154 | DOLLAR GEN CORP NEW | 256677105 | 176 | $13,344 | 0.02% |
| 155 | SCHWAB CHARLES CORP | SCHW-PJ | 180 | $13,322 | 0.02% |
| 156 | HONEYWELL INTL INC | 438516106 | 58 | $13,149 | 0.02% |
| 157 | ECOLAB INC | ECL | 43 | $10,121 | 0.01% |
| 158 | BLACKROCK INC | BLK | 9 | $9,385 | 0.01% |
| 159 | ABBOTT LABS | ABLZF | 80 | $9,141 | 0.01% |
| 160 | RUBRIK INC | RBRK | 134 | $8,758 | 0.01% |
| 161 | ROYAL BK CDA | 780087102 | 67 | $8,074 | 0.01% |
| 162 | FRANKLIN TEMPLETON ETF TR | FGDL | 325 | $7,886 | 0.01% |
| 163 | HP INC | HPQ | 233 | $7,608 | 0.01% |
| 164 | WALGREENS BOOT ALLIANCE INC | 931427108 | 800 | $7,464 | 0.01% |
| 165 | PURE STORAGE INC | 74624M102 | 103 | $6,327 | 0.01% |
| 166 | INVESCO EXCHANGE TRADED FD T | IVZ | 125 | $5,876 | 0.01% |
| 167 | SSGA ACTIVE ETF TR | 78467V608 | 137 | $5,717 | 0.01% |
| 168 | ISHARES TR | 464288240 | 94 | $4,923 | 0.01% |
| 169 | VANGUARD WHITEHALL FDS | 921946406 | 38 | $4,848 | 0.01% |
| 170 | ISHARES US ETF TR | 46431W507 | 95 | $4,839 | 0.01% |
| 171 | AMERICAN TOWER CORP NEW | 03027X100 | 30 | $4,631 | 0.01% |
| 172 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 216 | $4,619 | 0.01% |
| 173 | ISHARES TR | 464288257 | 36 | $4,251 | 0.01% |
| 174 | LULULEMON ATHLETICA INC | LULU | 11 | $4,207 | 0.01% |
| 175 | WARNER BROS DISCOVERY INC | WBD | 398 | $4,207 | 0.01% |
| 176 | NEXTERA ENERGY INC | NEE-PW | 52 | $3,796 | 0.00% |
| 177 | NUTANIX INC | NTNX | 61 | $3,732 | 0.00% |
| 178 | DRAFTKINGS INC | DKNG | 100 | $3,720 | 0.00% |
| 179 | T-MOBILE US INC | TMUSZ | 15 | $3,367 | 0.00% |
| 180 | CONAGRA BANDS INC | CAG | 118 | $3,299 | 0.00% |
| 181 | VIATRIS INC | VTRS | 248 | $3,088 | 0.00% |
| 182 | ILLINOIS TOOL WKS INC | 452308109 | 11 | $2,885 | 0.00% |
| 183 | WASTE MGMT INC DEL | 94106L109 | 14 | $2,825 | 0.00% |
| 184 | NOVO-NORDISK A S | NONOF | 29 | $2,495 | 0.00% |
| 185 | HIMS & HERS HEALTH INC | HIMS | 100 | $2,418 | 0.00% |
| 186 | WABTEC | 929740108 | 12 | $2,275 | 0.00% |
| 187 | LAMB WESTON HLDGS INC | LW | 33 | $2,206 | 0.00% |
| 188 | SERVICENOW INC | NOW | 2 | $2,120 | 0.00% |
| 189 | UBER TECHNOLOGIES INC | UBER | 34 | $2,051 | 0.00% |
| 190 | CNH INDL N V | N20944109 | 167 | $1,892 | 0.00% |
| 191 | CLOUDFLARE INC | NET | 17 | $1,831 | 0.00% |
| 192 | VIAD CORP | 92552R406 | 42 | $1,817 | 0.00% |
| 193 | IONIS PHARMACEUTICALS INC | IONS | 51 | $1,783 | 0.00% |
| 194 | ALNYLAM PHARMACEUTICALS INC | ALNY | 7 | $1,647 | 0.00% |
| 195 | MODERNA INC | MRNA | 39 | $1,622 | 0.00% |
| 196 | L3HARRIS TECHNOLOGIES INC | LHX | 7 | $1,531 | 0.00% |
| 197 | OLD DOMINION FREIGHT LINE IN | ODFL | 8 | $1,424 | 0.00% |
| 198 | TJX COS INC NEW | 872540109 | 11 | $1,329 | 0.00% |
| 199 | VISTRA CORP | VST | 9 | $1,241 | 0.00% |
| 200 | KENVUE INC | KVUE | 50 | $1,085 | 0.00% |
| 201 | COMCAST CORP NEW | CCZ | 28 | $1,051 | 0.00% |
| 202 | LAM RESEARCH CORP | LRCX | 12 | $878 | 0.00% |
| 203 | MICROSTRAGEY INC | STRK | 3 | $869 | 0.00% |
| 204 | CARNIVAL CORP | CUKPF | 32 | $797 | 0.00% |
| 205 | COINBASE GLOBAL INC | COIN | 3 | $745 | 0.00% |
| 206 | HUBSPOT INC | HUBS | 1 | $697 | 0.00% |
| 207 | DELTA AIR LINES INC DEL | DAL | 10 | $615 | 0.00% |
| 208 | ISHARES TR | 464287887 | 4 | $548 | 0.00% |
| 209 | TORONTO DOMINION BK ONT | TORO | 10 | $532 | 0.00% |
| 210 | WAYFAIR INC | W | 11 | $488 | 0.00% |
| 211 | VANGUARD SCOTTSDALE FDS | 92206C409 | 6 | $468 | 0.00% |
| 212 | CONSTELLATION ENERGY CORP | CEG | 2 | $447 | 0.00% |
| 213 | ALBEMARLE CORP | ALB-PA | 5 | $439 | 0.00% |
| 214 | AIRBNB INC | ABNB | 3 | $394 | 0.00% |
| 215 | ISHARES | 464286145 | 10 | $298 | 0.00% |
| 216 | DXC TECHNOLOGY CO | DXC | 14 | $292 | 0.00% |
| 217 | FIDELITY NATIONAL FINANCIAL | FNF | 3 | $220 | 0.00% |
| 218 | KEARNY FINL CORP MD | BEKE | 30 | $212 | 0.00% |
| 219 | ON SEMICONDUCTOR CORP | ON | 3 | $189 | 0.00% |
| 220 | CELCIUS HLDGS INC | CELH | 7 | $184 | 0.00% |
| 221 | DISNEY WALT CO | 254687106 | 1 | $112 | 0.00% |
| 222 | SNAP INC | SNAP | 10 | $108 | 0.00% |
| 223 | INVESCO EXCHNG TRADED FD TR | IVZ | 4 | $79 | 0.00% |
| 224 | CANNAE HLDGS INC | CNNE | 1 | $20 | 0.00% |
| 225 | MULLEN AUTOMOTIVE INC | 62526P505 | 1 | $1 | 0.00% |
| 226 | ISHARES TR | 464287341 | 0 | $0 | 0.00% |
| 227 | ESSENTIAL PPTYS RLTY TR INC | 29670E107 | 0 | $0 | 0.00% |
| 228 | CORTEVA INC | CTVA | 0 | $0 | 0.00% |
| 229 | DUPONT DE NEMOURS INC | DD | 0 | $0 | 0.00% |