13F HOLDINGS REPORT
CLEAR INVESTMENT RESEARCH, LLC
Quarter ended Q1 2025 · Filed May 9, 2025 · Accession 0001635523-25-000003
Total Value
$74.9M
Positions
230
Other Managers
0
Confidential Omitted
No
Holdings (230)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 15,715 | $8.8M | 11.79% |
| 2 | VANGUARD WORLD FD | 921910709 | 97,378 | $6.9M | 9.25% |
| 3 | GRAPHIC PACKAGING HLDG CO | GPK | 223,215 | $5.8M | 7.74% |
| 4 | FIDELITY MERRIMACK STR TR | 316188309 | 82,719 | $3.8M | 5.04% |
| 5 | APPLE INC | AAPL | 14,825 | $3.3M | 4.40% |
| 6 | ISHARES TR | 46432F842 | 35,882 | $2.7M | 3.63% |
| 7 | SCWAB STRATEGIC TR | 808524201 | 119,731 | $2.6M | 3.53% |
| 8 | ISHARES TR | 464287507 | 44,638 | $2.6M | 3.48% |
| 9 | LILLY ELI & CO | LLY | 2,673 | $2.2M | 2.95% |
| 10 | SCWAB STRATEGIC TR | 808524862 | 76,515 | $1.9M | 2.49% |
| 11 | VANECK VECTORS ETF TR | 92189F437 | 55,112 | $1.6M | 2.12% |
| 12 | MICROSOFT CORP | MSFT | 4,212 | $1.6M | 2.11% |
| 13 | ISHARES TR | 464287804 | 14,047 | $1.5M | 1.96% |
| 14 | ISHARES TR | 464287408 | 7,566 | $1.4M | 1.93% |
| 15 | ISHARES TR | 464287309 | 12,995 | $1.2M | 1.61% |
| 16 | SCWAB STRATEGIC TR | 808524870 | 40,854 | $1.1M | 1.47% |
| 17 | SCWAB STRATEGIC TR | 808524508 | 40,582 | $1.1M | 1.42% |
| 18 | ISHARES TR | 464287432 | 10,684 | $972,623 | 1.30% |
| 19 | SPDR SER TR | 78464A847 | 18,158 | $929,344 | 1.24% |
| 20 | VANGUARD TAX-MANAGED FDS | 921943858 | 18,144 | $922,300 | 1.23% |
| 21 | FIDELITY COVINGTON TRUST | 316092352 | 21,774 | $870,322 | 1.16% |
| 22 | NVIDIA CORP | NVDA | 7,215 | $781,976 | 1.04% |
| 23 | ISHARES INC | 46434G103 | 13,718 | $740,392 | 0.99% |
| 24 | BANK AMER CORP | 060505104 | 17,444 | $727,964 | 0.97% |
| 25 | SCWAB STRATEGIC TR | 808524300 | 28,419 | $711,612 | 0.95% |
| 26 | ISHARES TR | 464287176 | 6,107 | $678,470 | 0.91% |
| 27 | AMAZON COM INC | AMZN | 3,261 | $620,438 | 0.83% |
| 28 | SCWAB STRATEGIC TR | 808524409 | 20,781 | $552,359 | 0.74% |
| 29 | SCWAB STRATEGIC TR | 808524607 | 23,247 | $544,677 | 0.73% |
| 30 | SCWAB STRATEGIC TR | 808524805 | 27,103 | $536,097 | 0.72% |
| 31 | ISHARES TR | 46429B747 | 5,150 | $532,962 | 0.71% |
| 32 | ISHARES TR | 464288513 | 6,483 | $511,502 | 0.68% |
| 33 | BERSHIRE HATHAWAY INC DEL | BRK-A | 915 | $487,311 | 0.65% |
| 34 | VANGUARD INDEX FDS | 922908553 | 5,242 | $474,638 | 0.63% |
| 35 | ISHARES TR | 464287648 | 1,583 | $404,630 | 0.54% |
| 36 | DOLLAR TREE INC | DLTR | 5,200 | $390,364 | 0.52% |
| 37 | ALPHABET INC | GOOG | 2,394 | $370,243 | 0.49% |
| 38 | ISHARES TR | 464287226 | 3,668 | $362,839 | 0.48% |
| 39 | ISHARES TR | 464287630 | 2,385 | $360,169 | 0.48% |
| 40 | ISHARES TR | 46434V621 | 5,413 | $334,438 | 0.45% |
| 41 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,846 | $321,516 | 0.43% |
| 42 | DIMENSIONAL ETF TRUST | 25434V203 | 10,275 | $320,913 | 0.43% |
| 43 | JOHNSON & JOHNSON | JNJ | 1,872 | $310,552 | 0.41% |
| 44 | ISHARES TR | 46432F339 | 1,804 | $308,360 | 0.41% |
| 45 | RYDER SYS INC | R | 2,136 | $307,178 | 0.41% |
| 46 | COCA COLA CO | KO | 4,023 | $288,193 | 0.38% |
| 47 | INVESCO QQQ TR | IVZ | 600 | $281,352 | 0.38% |
| 48 | SPDR S&P 500 ETF TR | SPY | 493 | $275,779 | 0.37% |
| 49 | ISHARES | 464286533 | 4,006 | $233,714 | 0.31% |
| 50 | LOWES COS INC | 548661107 | 1,000 | $233,230 | 0.31% |
| 51 | WALMART INC | WMT | 2,557 | $224,557 | 0.30% |
| 52 | ISHARES TR | 464287739 | 2,280 | $218,315 | 0.29% |
| 53 | ISHARES TR | 46432F834 | 3,075 | $214,726 | 0.29% |
| 54 | PIMCO ETF TR | 72201R718 | 2,164 | $207,695 | 0.28% |
| 55 | ISHARES GOLD TR | IAU | 3,465 | $204,296 | 0.27% |
| 56 | PROCTOR AND GAMBLE CO | 742718109 | 1,186 | $202,150 | 0.27% |
| 57 | WELLS FARGO CO NEW | 949746101 | 2,734 | $196,274 | 0.26% |
| 58 | BARCLAYS BK PLC | VXZ | 5,251 | $185,413 | 0.25% |
| 59 | EXXON MOBIL CORP | XOM | 1,518 | $180,609 | 0.24% |
| 60 | SPDR SER TR | 78468R788 | 4,032 | $178,456 | 0.24% |
| 61 | SOUTHERN CO | SOMN | 1,917 | $176,287 | 0.24% |
| 62 | SCWAB STRATEGIC TR | 808524847 | 8,117 | $174,597 | 0.23% |
| 63 | CVS HEALTH GROUP | CVS | 2,435 | $165,030 | 0.22% |
| 64 | ISHARES TR | 464288406 | 2,008 | $149,015 | 0.20% |
| 65 | ISHARES TR | 46434V282 | 2,571 | $148,809 | 0.20% |
| 66 | SCWAB STRATEGIC TR | 808524797 | 5,080 | $142,037 | 0.19% |
| 67 | ISHARES TR | 464288273 | 2,190 | $139,166 | 0.19% |
| 68 | LOCKHEED MARTIN CORP | LMT | 306 | $136,699 | 0.18% |
| 69 | UNITED STS OIL FD LP | UNTCW | 1,746 | $135,018 | 0.18% |
| 70 | ISHARES TR | 464288281 | 1,414 | $128,126 | 0.17% |
| 71 | SPDR SER TR | 78464A508 | 2,364 | $120,745 | 0.16% |
| 72 | PALANTIR TECHNOLOGIES INC | PLTR | 1,407 | $118,751 | 0.16% |
| 73 | INVESCO EXCHNG TRADED FD TR | IVZ | 1,567 | $117,086 | 0.16% |
| 74 | BROADCOM INC | AVGO | 683 | $114,368 | 0.15% |
| 75 | SCWAB STRATEGIC TR | 808524706 | 3,888 | $107,192 | 0.14% |
| 76 | SPDR SER TR | 78464A409 | 1,330 | $106,927 | 0.14% |
| 77 | ISHARES TR | SLV | 3,241 | $100,439 | 0.13% |
| 78 | DIMENSIONAL ETF TRUST | 25434V609 | 1,896 | $97,657 | 0.13% |
| 79 | TRUIST FINL CORP | 89832Q109 | 2,360 | $97,114 | 0.13% |
| 80 | TESLA INC | TSLA | 371 | $96,148 | 0.13% |
| 81 | JOHN HANCOCK EXCHAGE TRADED | 47804J206 | 1,665 | $95,448 | 0.13% |
| 82 | ISHARES TR | 46432F859 | 1,922 | $92,933 | 0.12% |
| 83 | ISHARES TR | 464287614 | 257 | $92,800 | 0.12% |
| 84 | ISHARES TR | 464287523 | 476 | $89,619 | 0.12% |
| 85 | NETFLIX INC | NFLX | 95 | $88,815 | 0.12% |
| 86 | HOME DEPOT INC | HD | 239 | $87,906 | 0.12% |
| 87 | VANGUARD BD INDEX FD INC | 921937827 | 1,107 | $86,656 | 0.12% |
| 88 | APPLIED MATLS INC | 038222105 | 555 | $80,542 | 0.11% |
| 89 | META PLATFORMS INC | META | 127 | $73,689 | 0.10% |
| 90 | SPDR INDEX SHS FDS | 78463X889 | 1,875 | $68,303 | 0.09% |
| 91 | ISHARES TR | 464287655 | 340 | $67,859 | 0.09% |
| 92 | INVESCO EXCHANGE TRADED FD T | IVZ | 639 | $67,499 | 0.09% |
| 93 | PROSHARES TR | 74347X831 | 1,162 | $66,593 | 0.09% |
| 94 | BEST BUY INC | BBY | 900 | $66,249 | 0.09% |
| 95 | FIDELITY NATL INFORMATION SV | 31620M106 | 878 | $65,584 | 0.09% |
| 96 | ISHARES TR | 46429B663 | 531 | $64,409 | 0.09% |
| 97 | CADENCE DESIGN SYSTEM INC | CDNS | 250 | $63,583 | 0.08% |
| 98 | PFIZER INC | PFE | 2,391 | $60,588 | 0.08% |
| 99 | CAPITAL GROUP CORE EQUITY ETF | 14020V108 | 1,800 | $60,146 | 0.08% |
| 100 | GE AEROSPACE | 369604301 | 300 | $60,045 | 0.08% |
| 101 | ADVANCED MICRO DEVICES INC | AMD | 546 | $56,096 | 0.07% |
| 102 | FIRST TR EXCHANGE TRADED FD | 33734X853 | 1,186 | $55,861 | 0.07% |
| 103 | INVESCO EXCHANGE TRADED FD T | IVZ | 33 | $55,837 | 0.07% |
| 104 | MEDTRONIC PLC | MDT | 600 | $53,916 | 0.07% |
| 105 | SYNOPSYS INC | SNPS | 125 | $53,606 | 0.07% |
| 106 | ABBVIE INC | ABBV | 253 | $53,142 | 0.07% |
| 107 | COSTCO WHSL CORP NEW | 22160K105 | 55 | $52,187 | 0.07% |
| 108 | CAPITAL GROUP GROWTH ETF | 14020G101 | 1,504 | $51,516 | 0.07% |
| 109 | VISA INC | V | 144 | $50,620 | 0.07% |
| 110 | SCWAB STRATEGIC TR | 808524888 | 1,348 | $48,366 | 0.06% |
| 111 | PEPSICO INC | PEP | 312 | $46,803 | 0.06% |
| 112 | AT&T | T-PC | 1,648 | $46,605 | 0.06% |
| 113 | CHEVRON CORP NEW | CVX | 274 | $45,865 | 0.06% |
| 114 | UNITEDHEALTH GROUP INC | UNH | 82 | $43,009 | 0.06% |
| 115 | ISHARES TR | 46429B697 | 439 | $41,155 | 0.05% |
| 116 | ORACLE CORP | ORCL-PD | 294 | $41,104 | 0.05% |
| 117 | AIR PRODS & CHEMS INC | AIIR | 132 | $38,969 | 0.05% |
| 118 | ALPHABET INC | GOOG | 245 | $38,276 | 0.05% |
| 119 | MPLX LP | MPLXP | 700 | $37,464 | 0.05% |
| 120 | MONDELEZ INTL INC | 609207105 | 547 | $37,114 | 0.05% |
| 121 | CROWDSTRIKE HLDGS INC | CRWD | 105 | $37,021 | 0.05% |
| 122 | ISHARES TR | 464288117 | 933 | $36,779 | 0.05% |
| 123 | SALESFORCE INC | CRM | 128 | $34,463 | 0.05% |
| 124 | MARSH & MCLENNAN COS INC | 571748102 | 139 | $34,161 | 0.05% |
| 125 | MCDONALDS CORP | MCD | 107 | $33,525 | 0.04% |
| 126 | EATON CORP PLC | ETN | 122 | $33,355 | 0.04% |
| 127 | JPMORGAN CHASE & CO | VYLD | 135 | $33,247 | 0.04% |
| 128 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 1,355 | $33,170 | 0.04% |
| 129 | MERCK & CO INC | MRK | 359 | $32,233 | 0.04% |
| 130 | STARBUCKS CORP | SBUX | 316 | $31,090 | 0.04% |
| 131 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 500 | $30,495 | 0.04% |
| 132 | PAYCHEX INC | PAYX | 197 | $30,398 | 0.04% |
| 133 | TRAVELERS COMPANIES INC | TRV | 111 | $29,367 | 0.04% |
| 134 | PROLOGIS INC | PLDGP | 255 | $28,542 | 0.04% |
| 135 | ADOBE INC | ADBE | 66 | $25,313 | 0.03% |
| 136 | AUTOMATIC DATA PROCESSING INC | ADP | 82 | $25,195 | 0.03% |
| 137 | TEXAS INSTRS INC | 882508104 | 139 | $24,982 | 0.03% |
| 138 | SEMPRA | SREA | 328 | $23,471 | 0.03% |
| 139 | ISHARES TR | 46434V449 | 563 | $22,486 | 0.03% |
| 140 | ASTRAZENECA PLC | AZN | 280 | $20,580 | 0.03% |
| 141 | US BANKCORP DEL | USB-PS | 452 | $19,098 | 0.03% |
| 142 | MARVELL TECHNOLOGY | MRVL | 309 | $19,047 | 0.03% |
| 143 | VANECK ETF TRUST | 92189H730 | 576 | $18,895 | 0.03% |
| 144 | PNC FINL SVCS GROUP INC | 693475105 | 107 | $18,837 | 0.03% |
| 145 | ISHARES TR | 46432F396 | 87 | $17,585 | 0.02% |
| 146 | PHILLIPS 66 | PSX | 139 | $17,180 | 0.02% |
| 147 | ISHARES TR | 46429B689 | 217 | $16,909 | 0.02% |
| 148 | QUALCOMM INC | QCOM | 102 | $15,775 | 0.02% |
| 149 | DOLLAR GEN CORP NEW | 256677105 | 176 | $15,476 | 0.02% |
| 150 | ENERGY TRANSFER L P | ET-PI | 807 | $15,018 | 0.02% |
| 151 | REALTY INCOME CORP | O | 253 | $14,691 | 0.02% |
| 152 | SCHWAB CHARLES CORP | SCHW-PJ | 180 | $14,090 | 0.02% |
| 153 | RTX CORPORATION | RTX | 105 | $13,937 | 0.02% |
| 154 | FIDELITY CONVINGTON TRUST | 31609A503 | 414 | $13,001 | 0.02% |
| 155 | FORTUNE BRANDS HOME & SEC IN | FBIN | 200 | $12,176 | 0.02% |
| 156 | HONEYWELL INTL INC | 438516106 | 57 | $12,143 | 0.02% |
| 157 | ABBOTT LABS | ABLZF | 80 | $10,720 | 0.01% |
| 158 | ECOLAB INC | ECL | 42 | $10,718 | 0.01% |
| 159 | WALGREENS BOOT ALLIANCE INC | 931427108 | 800 | $8,936 | 0.01% |
| 160 | BLACKROCK INC | BLK | 9 | $8,681 | 0.01% |
| 161 | RUBRIK INC | RBRK | 134 | $8,171 | 0.01% |
| 162 | FRANKLIN TEMPLETON ETF TR | FGDL | 325 | $7,823 | 0.01% |
| 163 | ROYAL BK CDA | 780087102 | 67 | $7,552 | 0.01% |
| 164 | HP INC | HPQ | 235 | $6,513 | 0.01% |
| 165 | SSGA ACTIVE ETF TR | 78467V608 | 137 | $5,635 | 0.01% |
| 166 | PALO ALTO NETWORKS INC | PANW | 32 | $5,460 | 0.01% |
| 167 | AMERICAN TOWER CORP NEW | 03027X100 | 24 | $5,401 | 0.01% |
| 168 | ISHARES TR | 464288240 | 94 | $5,234 | 0.01% |
| 169 | INTERNATIONAL PAPER CO | 460146103 | 95 | $5,068 | 0.01% |
| 170 | PURE STORAGE INC | 74624M102 | 112 | $4,958 | 0.01% |
| 171 | VANGUARD WHITEHALL FDS | 921946406 | 38 | $4,900 | 0.01% |
| 172 | ISHARES US ETF TR | 46431W507 | 87 | $4,426 | 0.01% |
| 173 | WARNER BROS DISCOVERY INC | WBD | 398 | $4,271 | 0.01% |
| 174 | NUTANIX INC | NTNX | 61 | $4,258 | 0.01% |
| 175 | NEXTERA ENERGY INC | NEE-PW | 53 | $3,783 | 0.01% |
| 176 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 217 | $3,357 | 0.00% |
| 177 | DRAFTKINGS INC | DKNG | 100 | $3,321 | 0.00% |
| 178 | VISTRA CORP | VST | 28 | $3,293 | 0.00% |
| 179 | CONAGRA BANDS INC | CAG | 120 | $3,214 | 0.00% |
| 180 | LULULEMON ATHLETICA INC | LULU | 11 | $3,114 | 0.00% |
| 181 | T-MOBILE US INC | TMUSZ | 11 | $3,001 | 0.00% |
| 182 | HIMS & HERS HEALTH INC | HIMS | 100 | $2,955 | 0.00% |
| 183 | ILLINOIS TOOL WKS INC | 452308109 | 11 | $2,839 | 0.00% |
| 184 | WASTE MGMT INC DEL | 94106L109 | 12 | $2,778 | 0.00% |
| 185 | UBER TECHNOLOGIES INC | UBER | 37 | $2,696 | 0.00% |
| 186 | ISHARES TR | 464288257 | 21 | $2,508 | 0.00% |
| 187 | WABTEC | 929740108 | 12 | $2,176 | 0.00% |
| 188 | ALNYLAM PHARMACEUTICALS INC | ALNY | 8 | $2,160 | 0.00% |
| 189 | VIATRIS INC | VTRS | 248 | $2,160 | 0.00% |
| 190 | CNH INDL N V | N20944109 | 167 | $2,051 | 0.00% |
| 191 | NOVO-NORDISK A S | NONOF | 29 | $2,014 | 0.00% |
| 192 | MODERNA INC | MRNA | 68 | $1,928 | 0.00% |
| 193 | CLOUDFLARE INC | NET | 17 | $1,916 | 0.00% |
| 194 | IONIS PHARMACEUTICALS INC | IONS | 51 | $1,783 | 0.00% |
| 195 | LAMB WESTON HLDGS INC | LW | 33 | $1,772 | 0.00% |
| 196 | SERVICENOW INC | NOW | 2 | $1,592 | 0.00% |
| 197 | L3HARRIS TECHNOLOGIES INC | LHX | 7 | $1,532 | 0.00% |
| 198 | VIAD CORP | 92552R406 | 42 | $1,513 | 0.00% |
| 199 | TJX COS INC NEW | 872540109 | 12 | $1,462 | 0.00% |
| 200 | OLD DOMINION FREIGHT LINE IN | ODFL | 8 | $1,337 | 0.00% |
| 201 | KENVUE INC | KVUE | 51 | $1,229 | 0.00% |
| 202 | COMCAST CORP NEW | CCZ | 28 | $1,033 | 0.00% |
| 203 | LAM RESEARCH CORP | LRCX | 12 | $886 | 0.00% |
| 204 | MICROSTRAGEY INC | STRK | 3 | $865 | 0.00% |
| 205 | ISHARES TR | 464287887 | 5 | $630 | 0.00% |
| 206 | CARNIVAL CORP | CUKPF | 32 | $625 | 0.00% |
| 207 | TORONTO DOMINION BK ONT | TORO | 10 | $599 | 0.00% |
| 208 | COEUR MNG INC | 192108504 | 100 | $592 | 0.00% |
| 209 | WAYFAIR INC | W | 18 | $577 | 0.00% |
| 210 | HUBSPOT INC | HUBS | 1 | $571 | 0.00% |
| 211 | LUMEN TECHNOLOGIES INC | LUMN | 138 | $541 | 0.00% |
| 212 | SYLVAMO CORP | SLVM | 8 | $537 | 0.00% |
| 213 | COINBASE GLOBAL INC | COIN | 3 | $517 | 0.00% |
| 214 | VANGUARD SCOTTSDALE FDS | 92206C409 | 6 | $474 | 0.00% |
| 215 | DELTA AIR LINES INC DEL | DAL | 10 | $444 | 0.00% |
| 216 | ALBEMARLE CORP | ALB-PA | 6 | $441 | 0.00% |
| 217 | CONSTELLATION ENERGY CORP | CEG | 2 | $404 | 0.00% |
| 218 | AIRBNB INC | ABNB | 3 | $358 | 0.00% |
| 219 | FIDELITY NATIONAL FINANCIAL | FNF | 3 | $257 | 0.00% |
| 220 | DXC TECHNOLOGY CO | DXC | 14 | $249 | 0.00% |
| 221 | CELCIUS HLDGS INC | CELH | 7 | $249 | 0.00% |
| 222 | KEARNY FINL CORP MD | BEKE | 30 | $188 | 0.00% |
| 223 | DISNEY WALT CO | 254687106 | 1 | $100 | 0.00% |
| 224 | SNAP INC | SNAP | 10 | $87 | 0.00% |
| 225 | INVESCO EXCHNG TRADED FD TR | IVZ | 4 | $81 | 0.00% |
| 226 | CANNAE HLDGS INC | CNNE | 1 | $19 | 0.00% |
| 227 | DUPONT DE NEMOURS INC | DD | 0 | $0 | 0.00% |
| 228 | ESSENTIAL PPTYS RLTY TR INC | 29670E107 | 0 | $0 | 0.00% |
| 229 | CORTEVA INC | CTVA | 0 | $0 | 0.00% |
| 230 | ISHARES TR | 464287341 | 0 | $0 | 0.00% |