13F HOLDINGS REPORT
CLEAR INVESTMENT RESEARCH, LLC
Quarter ended Q2 2025 · Filed August 4, 2025 · Accession 0001635523-25-000004
Total Value
$79.3M
Positions
235
Other Managers
0
Confidential Omitted
No
Holdings (234)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 15,463 | $9.6M | 12.11% |
| 2 | GRAPHIC PACKAGING HLDG CO | GPK | 307,163 | $6.5M | 8.16% |
| 3 | VANGUARD WORLD FD | 921910709 | 85,798 | $5.8M | 7.28% |
| 4 | FIDELITY MERRIMACK STR TR | 316188309 | 80,989 | $3.7M | 4.67% |
| 5 | APPLE INC | AAPL | 14,583 | $3.0M | 3.77% |
| 6 | ISHARES TR | 46432F842 | 35,150 | $2.9M | 3.70% |
| 7 | SCWAB STRATEGIC TR | 808524201 | 119,423 | $2.9M | 3.68% |
| 8 | ISHARES TR | 464287507 | 44,292 | $2.7M | 3.46% |
| 9 | MICROSOFT CORP | MSFT | 4,245 | $2.1M | 2.66% |
| 10 | LILLY ELI & CO | LLY | 2,695 | $2.1M | 2.65% |
| 11 | SCWAB STRATEGIC TR | 808524862 | 78,324 | $1.9M | 2.41% |
| 12 | VANECK VECTORS ETF TR | 92189F437 | 55,647 | $1.6M | 2.05% |
| 13 | ISHARES TR | 464287804 | 14,156 | $1.5M | 1.95% |
| 14 | ISHARES TR | 464287408 | 7,681 | $1.5M | 1.89% |
| 15 | ISHARES TR | 464287309 | 11,916 | $1.3M | 1.65% |
| 16 | SCWAB STRATEGIC TR | 808524508 | 40,017 | $1.1M | 1.42% |
| 17 | NVIDIA CORP | NVDA | 7,082 | $1.1M | 1.41% |
| 18 | SCWAB STRATEGIC TR | 808524870 | 40,912 | $1.1M | 1.38% |
| 19 | FIDELITY COVINGTON TRUST | 316092352 | 22,284 | $1.1M | 1.36% |
| 20 | VANGUARD TAX-MANAGED FDS | 921943858 | 18,289 | $1.0M | 1.32% |
| 21 | SPDR SER TR | 78464A847 | 18,401 | $1.0M | 1.26% |
| 22 | ISHARES TR | 464287432 | 11,072 | $977,148 | 1.23% |
| 23 | SCWAB STRATEGIC TR | 808524300 | 27,991 | $817,617 | 1.03% |
| 24 | BANK AMER CORP | 060505104 | 17,215 | $814,629 | 1.03% |
| 25 | ISHARES INC | 46434G103 | 13,277 | $797,031 | 1.01% |
| 26 | AMAZON COM INC | AMZN | 3,457 | $758,431 | 0.96% |
| 27 | ISHARES TR | 464287176 | 6,302 | $693,500 | 0.87% |
| 28 | SCWAB STRATEGIC TR | 808524805 | 26,718 | $590,468 | 0.74% |
| 29 | SCWAB STRATEGIC TR | 808524607 | 22,798 | $576,789 | 0.73% |
| 30 | SCWAB STRATEGIC TR | 808524409 | 20,409 | $564,717 | 0.71% |
| 31 | ISHARES TR | 46429B747 | 5,218 | $537,066 | 0.68% |
| 32 | ISHARES TR | 464288513 | 6,492 | $523,651 | 0.66% |
| 33 | DOLLAR TREE INC | DLTR | 5,200 | $515,008 | 0.65% |
| 34 | ALPHABET INC | GOOG | 2,741 | $483,158 | 0.61% |
| 35 | VANGUARD INDEX FDS | 922908553 | 53 | $474,694 | 0.60% |
| 36 | PIMCO ETF TR | 72201R866 | 8,831 | $453,606 | 0.57% |
| 37 | ISHARES TR | 464287648 | 1,581 | $452,092 | 0.57% |
| 38 | BERSHIRE HATHAWAY INC DEL | BRK-A | 915 | $444,480 | 0.56% |
| 39 | ISHARES TR | 464287630 | 2,410 | $380,312 | 0.48% |
| 40 | ISHARES TR | 464287226 | 3,678 | $364,858 | 0.46% |
| 41 | DIMENSIONAL ETF TRUST | 25434V203 | 10,249 | $354,313 | 0.45% |
| 42 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,792 | $341,480 | 0.43% |
| 43 | ISHARES TR | 46434V621 | 5,333 | $341,007 | 0.43% |
| 44 | RYDER SYS INC | R | 2,097 | $333,423 | 0.42% |
| 45 | ISHARES TR | 46432F339 | 1,819 | $332,601 | 0.42% |
| 46 | INVESCO QQQ TR | IVZ | 600 | $330,984 | 0.42% |
| 47 | SPDR S&P 500 ETF TR | SPY | 493 | $304,600 | 0.38% |
| 48 | COCA COLA CO | KO | 4,048 | $286,455 | 0.36% |
| 49 | JOHNSON & JOHNSON | JNJ | 1,875 | $286,414 | 0.36% |
| 50 | PALANTIR TECHNOLOGIES INC | PLTR | 2,071 | $282,319 | 0.36% |
| 51 | ISHARES | 464286533 | 4,017 | $252,314 | 0.32% |
| 52 | WALMART INC | WMT | 2,558 | $250,157 | 0.32% |
| 53 | ISHARES TR | 46432F834 | 3,053 | $236,046 | 0.30% |
| 54 | LOWES COS INC | 548661107 | 1,000 | $221,870 | 0.28% |
| 55 | PROSHARES TR | 74347X831 | 2,652 | $220,167 | 0.28% |
| 56 | ISHARES TR | 464287739 | 2,310 | $218,946 | 0.28% |
| 57 | WELLS FARGO CO NEW | 949746101 | 2,701 | $216,404 | 0.27% |
| 58 | ISHARES GOLD TR | IAU | 3,244 | $202,296 | 0.26% |
| 59 | PIMCO ETF TR | 72201R718 | 2,104 | $201,626 | 0.25% |
| 60 | BROADCOM INC | AVGO | 683 | $188,377 | 0.24% |
| 61 | PROCTOR AND GAMBLE CO | 742718109 | 1,170 | $186,466 | 0.24% |
| 62 | BARCLAYS BK PLC | VXZ | 5,265 | $178,905 | 0.23% |
| 63 | SOUTHERN CO | SOMN | 1,917 | $176,115 | 0.22% |
| 64 | SPDR SER TR | 78468R788 | 4,032 | $171,118 | 0.22% |
| 65 | SCWAB STRATEGIC TR | 808524847 | 7,959 | $168,512 | 0.21% |
| 66 | CVS HEALTH GROUP | CVS | 2,436 | $168,038 | 0.21% |
| 67 | ISHARES TR | 46434V282 | 2,571 | $164,878 | 0.21% |
| 68 | EXXON MOBIL CORP | XOM | 1,522 | $164,174 | 0.21% |
| 69 | ISHARES TR | 464288273 | 2,161 | $157,130 | 0.20% |
| 70 | ISHARES TR | 464288406 | 2,012 | $152,940 | 0.19% |
| 71 | TESLA INC | TSLA | 453 | $143,900 | 0.18% |
| 72 | LOCKHEED MARTIN CORP | LMT | 306 | $141,943 | 0.18% |
| 73 | META PLATFORMS INC | META | 182 | $135,010 | 0.17% |
| 74 | SCWAB STRATEGIC TR | 808524797 | 5,080 | $134,620 | 0.17% |
| 75 | ISHARES TR | 464288281 | 1,429 | $132,393 | 0.17% |
| 76 | UNITED STS OIL FD LP | UNTCW | 1,746 | $127,650 | 0.16% |
| 77 | NETFLIX INC | NFLX | 95 | $127,540 | 0.16% |
| 78 | SPDR SER TR | 78464A409 | 1,332 | $127,002 | 0.16% |
| 79 | SPDR SER TR | 78464A508 | 2,375 | $124,354 | 0.16% |
| 80 | SCWAB STRATEGIC TR | 808524706 | 3,878 | $116,883 | 0.15% |
| 81 | INVESCO EXCHNG TRADED FD TR | IVZ | 1,570 | $114,327 | 0.14% |
| 82 | ISHARES TR | 464287523 | 476 | $113,710 | 0.14% |
| 83 | ISHARES TR | 464287614 | 257 | $109,117 | 0.14% |
| 84 | JOHN HANCOCK EXCHAGE TRADED | 47804J206 | 1,669 | $102,030 | 0.13% |
| 85 | APPLIED MATLS INC | 038222105 | 555 | $101,604 | 0.13% |
| 86 | TRUIST FINL CORP | 89832Q109 | 2,360 | $101,456 | 0.13% |
| 87 | ISHARES TR | SLV | 3,061 | $100,431 | 0.13% |
| 88 | ISHARES TR | 46432F859 | 1,932 | $94,010 | 0.12% |
| 89 | DIMENSIONAL ETF TRUST | 25434V609 | 1,651 | $89,094 | 0.11% |
| 90 | HOME DEPOT INC | HD | 240 | $88,336 | 0.11% |
| 91 | SPDR INDEX SHS FDS | 78463X889 | 2,158 | $87,414 | 0.11% |
| 92 | VANGUARD BD INDEX FD INC | 921937827 | 1,107 | $87,121 | 0.11% |
| 93 | ADVANCED MICRO DEVICES INC | AMD | 546 | $77,477 | 0.10% |
| 94 | GE AEROSPACE | 369604301 | 300 | $77,217 | 0.10% |
| 95 | CADENCE DESIGN SYSTEM INC | CDNS | 250 | $77,038 | 0.10% |
| 96 | COSTCO WHSL CORP NEW | 22160K105 | 76 | $75,511 | 0.10% |
| 97 | FIDELITY NATL INFORMATION SV | 31620M106 | 862 | $70,203 | 0.09% |
| 98 | INVESCO EXCHANGE TRADED FD T | IVZ | 646 | $68,180 | 0.09% |
| 99 | FIRST TR EXCHANGE TRADED FD | 33734X853 | 1,186 | $66,973 | 0.08% |
| 100 | CAPITAL GROUP CORE EQUITY ETF | 14020V108 | 1,805 | $66,672 | 0.08% |
| 101 | ORACLE CORP | ORCL-PD | 294 | $64,277 | 0.08% |
| 102 | SYNOPSYS INC | SNPS | 125 | $64,085 | 0.08% |
| 103 | CAPITAL GROUP GROWTH ETF | 14020G101 | 1,504 | $61,142 | 0.08% |
| 104 | BEST BUY INC | BBY | 900 | $60,417 | 0.08% |
| 105 | ISHARES TR | 46429B663 | 497 | $58,349 | 0.07% |
| 106 | PFIZER INC | PFE | 2,391 | $57,958 | 0.07% |
| 107 | VANECK BITCOIN ETF | HODL | 1,887 | $57,497 | 0.07% |
| 108 | SCWAB STRATEGIC TR | 808524888 | 1,348 | $57,411 | 0.07% |
| 109 | CROWDSTRIKE HLDGS INC | CRWD | 105 | $53,478 | 0.07% |
| 110 | MEDTRONIC PLC | MDT | 600 | $52,302 | 0.07% |
| 111 | VISA INC | V | 144 | $51,357 | 0.06% |
| 112 | VANGUARD MUN BD FDS | 922907746 | 1,023 | $50,200 | 0.06% |
| 113 | AT&T | T-PC | 1,648 | $47,693 | 0.06% |
| 114 | ABBVIE INC | ABBV | 253 | $47,080 | 0.06% |
| 115 | ISHARES TR | 46429B697 | 476 | $44,689 | 0.06% |
| 116 | EATON CORP PLC | ETN | 122 | $43,804 | 0.06% |
| 117 | ALPHABET INC | GOOG | 245 | $43,461 | 0.05% |
| 118 | PEPSICO INC | PEP | 313 | $41,348 | 0.05% |
| 119 | ISHARES TR | 464288117 | 933 | $40,212 | 0.05% |
| 120 | JPMORGAN CHASE & CO | VYLD | 136 | $39,519 | 0.05% |
| 121 | CHEVRON CORP NEW | CVX | 275 | $39,503 | 0.05% |
| 122 | MARVELL TECHNOLOGY | MRVL | 490 | $37,972 | 0.05% |
| 123 | AIR PRODS & CHEMS INC | AIIR | 132 | $37,287 | 0.05% |
| 124 | MONDELEZ INTL INC | 609207105 | 550 | $37,148 | 0.05% |
| 125 | MPLX LP | MPLXP | 700 | $36,057 | 0.05% |
| 126 | SALESFORCE INC | CRM | 129 | $35,337 | 0.04% |
| 127 | MCDONALDS CORP | MCD | 107 | $31,357 | 0.04% |
| 128 | MARSH & MCLENNAN COS INC | 571748102 | 139 | $30,607 | 0.04% |
| 129 | TRAVELERS COMPANIES INC | TRV | 111 | $29,710 | 0.04% |
| 130 | STARBUCKS CORP | SBUX | 317 | $29,068 | 0.04% |
| 131 | TEXAS INSTRS INC | 882508104 | 139 | $28,863 | 0.04% |
| 132 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 1,054 | $28,595 | 0.04% |
| 133 | MERCK & CO INC | MRK | 359 | $28,427 | 0.04% |
| 134 | ISHARES TR | 464287655 | 129 | $28,014 | 0.04% |
| 135 | UNITEDHEALTH GROUP INC | UNH | 87 | $27,330 | 0.03% |
| 136 | ISHARES TR | 46434V449 | 598 | $27,328 | 0.03% |
| 137 | PROLOGIS INC | PLDGP | 255 | $26,905 | 0.03% |
| 138 | ADOBE INC | ADBE | 66 | $25,534 | 0.03% |
| 139 | AUTOMATIC DATA PROCESSING INC | ADP | 82 | $25,432 | 0.03% |
| 140 | SEMPRA | SREA | 328 | $24,922 | 0.03% |
| 141 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 500 | $23,145 | 0.03% |
| 142 | VANECK ETF TRUST | 92189H730 | 652 | $22,698 | 0.03% |
| 143 | ISHARES TR | 46432F396 | 87 | $20,908 | 0.03% |
| 144 | US BANKCORP DEL | USB-PS | 452 | $20,469 | 0.03% |
| 145 | DOLLAR GEN CORP NEW | 256677105 | 176 | $20,131 | 0.03% |
| 146 | PNC FINL SVCS GROUP INC | 693475105 | 107 | $19,978 | 0.03% |
| 147 | ASTRAZENECA PLC | AZN | 280 | $19,566 | 0.02% |
| 148 | ISHARES TR | 46429B689 | 217 | $18,241 | 0.02% |
| 149 | PHILLIPS 66 | PSX | 139 | $16,598 | 0.02% |
| 150 | SCHWAB CHARLES CORP | SCHW-PJ | 180 | $16,423 | 0.02% |
| 151 | QUALCOMM INC | QCOM | 102 | $16,374 | 0.02% |
| 152 | COREWEAVE INC | CRWV | 100 | $16,306 | 0.02% |
| 153 | RTX CORPORATION | RTX | 105 | $15,396 | 0.02% |
| 154 | ENERGY TRANSFER L P | ET-PI | 822 | $14,913 | 0.02% |
| 155 | REALTY INCOME CORP | O | 253 | $14,593 | 0.02% |
| 156 | FIDELITY CONVINGTON TRUST | 31609A503 | 416 | $14,322 | 0.02% |
| 157 | HONEYWELL INTL INC | 438516106 | 57 | $13,385 | 0.02% |
| 158 | RUBRIK INC | RBRK | 134 | $12,005 | 0.02% |
| 159 | ECOLAB INC | ECL | 42 | $11,413 | 0.01% |
| 160 | ABBOTT LABS | ABLZF | 80 | $10,992 | 0.01% |
| 161 | FORTUNE BRANDS HOME & SEC IN | FBIN | 200 | $10,296 | 0.01% |
| 162 | BLACKROCK INC | BLK | 9 | $9,642 | 0.01% |
| 163 | WALGREENS BOOT ALLIANCE INC | 931427108 | 800 | $9,184 | 0.01% |
| 164 | ROYAL BK CDA | 780087102 | 67 | $8,814 | 0.01% |
| 165 | NUSCALE PWR CORP | NU | 200 | $7,912 | 0.01% |
| 166 | PURE STORAGE INC | 74624M102 | 117 | $6,737 | 0.01% |
| 167 | PALO ALTO NETWORKS INC | PANW | 32 | $6,548 | 0.01% |
| 168 | INVESCO EXCHANGE TRADED FD T | IVZ | 33 | $6,148 | 0.01% |
| 169 | ISHARES TR | 464288240 | 95 | $5,834 | 0.01% |
| 170 | HP INC | HPQ | 237 | $5,813 | 0.01% |
| 171 | SSGA ACTIVE ETF TR | 78467V608 | 137 | $5,698 | 0.01% |
| 172 | AMERICAN TOWER CORP NEW | 03027X100 | 24 | $5,509 | 0.01% |
| 173 | VISTRA CORP | VST | 28 | $5,440 | 0.01% |
| 174 | VANGUARD WHITEHALL FDS | 921946406 | 38 | $5,066 | 0.01% |
| 175 | HIMS & HERS HEALTH INC | HIMS | 100 | $4,985 | 0.01% |
| 176 | WARNER BROS DISCOVERY INC | WBD | 398 | $4,561 | 0.01% |
| 177 | ISHARES US ETF TR | 46431W507 | 88 | $4,497 | 0.01% |
| 178 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 219 | $4,487 | 0.01% |
| 179 | INTERNATIONAL PAPER CO | 460146103 | 95 | $4,449 | 0.01% |
| 180 | DRAFTKINGS INC | DKNG | 100 | $4,289 | 0.01% |
| 181 | NUTANIX INC | NTNX | 56 | $4,281 | 0.01% |
| 182 | FRANKLIN TEMPLETON ETF TR | FGDL | 166 | $4,022 | 0.01% |
| 183 | NEXTERA ENERGY INC | NEE-PW | 53 | $3,733 | 0.00% |
| 184 | UBER TECHNOLOGIES INC | UBER | 35 | $3,266 | 0.00% |
| 185 | WASTE MGMT INC DEL | 94106L109 | 13 | $2,975 | 0.00% |
| 186 | LULULEMON ATHLETICA INC | LULU | 12 | $2,851 | 0.00% |
| 187 | ILLINOIS TOOL WKS INC | 452308109 | 11 | $2,849 | 0.00% |
| 188 | IONIS PHARMACEUTICALS INC | IONS | 71 | $2,805 | 0.00% |
| 189 | ISHARES TR | 464288257 | 21 | $2,792 | 0.00% |
| 190 | T-MOBILE US INC | TMUSZ | 11 | $2,689 | 0.00% |
| 191 | MODERNA INC | MRNA | 97 | $2,676 | 0.00% |
| 192 | ALNYLAM PHARMACEUTICALS INC | ALNY | 8 | $2,609 | 0.00% |
| 193 | CLOUDFLARE INC | NET | 13 | $2,546 | 0.00% |
| 194 | WABTEC | 929740108 | 12 | $2,512 | 0.00% |
| 195 | CONAGRA BANDS INC | CAG | 122 | $2,505 | 0.00% |
| 196 | VIATRIS INC | VTRS | 248 | $2,215 | 0.00% |
| 197 | CNH INDL N V | N20944109 | 167 | $2,164 | 0.00% |
| 198 | SERVICENOW INC | NOW | 2 | $2,056 | 0.00% |
| 199 | NOVO-NORDISK A S | NONOF | 29 | $2,002 | 0.00% |
| 200 | L3HARRIS TECHNOLOGIES INC | LHX | 7 | $1,845 | 0.00% |
| 201 | LAMB WESTON HLDGS INC | LW | 33 | $1,735 | 0.00% |
| 202 | VIAD CORP | 92552R406 | 5,330 | $1,513 | 0.00% |
| 203 | TJX COS INC NEW | 872540109 | 12 | $1,482 | 0.00% |
| 204 | OLD DOMINION FREIGHT LINE IN | ODFL | 8 | $1,314 | 0.00% |
| 205 | MICROSTRAGEY INC | STRK | 3 | $1,213 | 0.00% |
| 206 | LAM RESEARCH CORP | LRCX | 12 | $1,191 | 0.00% |
| 207 | WAYFAIR INC | W | 23 | $1,176 | 0.00% |
| 208 | KENVUE INC | KVUE | 51 | $1,082 | 0.00% |
| 209 | COINBASE GLOBAL INC | COIN | 3 | $1,051 | 0.00% |
| 210 | COMCAST CORP NEW | CCZ | 29 | $1,035 | 0.00% |
| 211 | CARNIVAL CORP | CUKPF | 32 | $900 | 0.00% |
| 212 | COEUR MNG INC | 192108504 | 100 | $886 | 0.00% |
| 213 | ISHARES TR | 464287887 | 6 | $808 | 0.00% |
| 214 | TORONTO DOMINION BK ONT | TORO | 10 | $735 | 0.00% |
| 215 | CONSTELLATION ENERGY CORP | CEG | 2 | $647 | 0.00% |
| 216 | LUMEN TECHNOLOGIES INC | LUMN | 138 | $604 | 0.00% |
| 217 | HUBSPOT INC | HUBS | 1 | $557 | 0.00% |
| 218 | DELTA AIR LINES INC DEL | DAL | 10 | $503 | 0.00% |
| 219 | VANGUARD SCOTTSDALE FDS | 92206C409 | 6 | $477 | 0.00% |
| 220 | SYLVAMO CORP | SLVM | 8 | $401 | 0.00% |
| 221 | AIRBNB INC | ABNB | 3 | $397 | 0.00% |
| 222 | ALBEMARLE CORP | ALB-PA | 6 | $386 | 0.00% |
| 223 | CELCIUS HLDGS INC | CELH | 7 | $325 | 0.00% |
| 224 | DXC TECHNOLOGY CO | DXC | 14 | $224 | 0.00% |
| 225 | FIDELITY NATIONAL FINANCIAL | FNF | 3 | $223 | 0.00% |
| 226 | KEARNY FINL CORP MD | BEKE | 30 | $194 | 0.00% |
| 227 | DISNEY WALT CO | 254687106 | 1 | $126 | 0.00% |
| 228 | SNAP INC | SNAP | 10 | $87 | 0.00% |
| 229 | INVESCO EXCHNG TRADED FD TR | IVZ | 4 | $82 | 0.00% |
| 230 | CANNAE HLDGS INC | CNNE | 1 | $22 | 0.00% |
| 231 | ISHARES TR | 464287341 | 0 | $0 | 0.00% |
| 232 | ESSENTIAL PPTYS RLTY TR INC | 29670E107 | 0 | $0 | 0.00% |
| 233 | DUPONT DE NEMOURS INC | DD | 0 | $0 | 0.00% |
| 234 | CORTEVA INC | CTVA | 0 | $0 | 0.00% |