13F-HR filed by CLEAR INVESTMENT RESEARCH, LLC
CLEAR INVESTMENT RESEARCH, LLC filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-04, with 123 holding rows worth $48,422,000.
- Accession
- 0001635523-20-000003
- Filer
- CIK 1635523
- Filed
- 2020-02-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 123 entries on the cover page, a total value of $48,422,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $48,422,000 with VALUE read as thousands by filing date, 13F file number 028-16875. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 62,556 | $5,501,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 14,222 | $4,597,000 | thousands by filing date | |
| IJH | 464287507 | COM | 21,997 | $4,527,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 52,232 | $3,408,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 33,797 | $2,834,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X867 | CMN | 70,081 | $2,806,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 47,270 | $2,541,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 17,191 | $2,004,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 20,172 | $1,872,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 17,746 | $1,363,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 6,907 | $1,338,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 9,864 | $1,283,000 | thousands by filing date | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 17,035 | $999,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 6,144 | $690,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 11,599 | $677,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 10,897 | $655,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 18,177 | $640,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 18,152 | $610,000 | thousands by filing date | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 2,715 | $582,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 5,815 | $440,000 | thousands by filing date | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 3,264 | $410,000 | thousands by filing date | |
| ISHARES TR | 46432F834 | COM | 6,011 | $372,000 | thousands by filing date | |
| Eli Lilly and Company | 532457108 | COM | 2,627 | $345,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 2,063 | $332,000 | thousands by filing date | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 1,713 | $331,000 | thousands by filing date | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 2,372 | $305,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 3,772 | $304,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 1,013 | $298,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 4,888 | $294,000 | thousands by filing date | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 2,127 | $288,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 9,898 | $271,000 | thousands by filing date | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 2,346 | $269,000 | thousands by filing date | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 2,787 | $259,000 | thousands by filing date | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 5,051 | $255,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 2,614 | $243,000 | thousands by filing date | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 14,396 | $240,000 | thousands by filing date | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 4,213 | $218,000 | thousands by filing date | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 4,932 | $207,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R718 | ENHNCD LW DUR AC | 2,037 | $203,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 1,154 | $176,000 | thousands by filing date | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 3,000 | $169,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 4,469 | $163,000 | thousands by filing date | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 1,528 | $154,000 | thousands by filing date | |
| BARCLAYS BANK PLC | 06738C778 | DJUBS CMDT ETN36 | 6,650 | $152,000 | thousands by filing date | |
| Southern Company | 842587107 | COM | 2,250 | $143,000 | thousands by filing date | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 2,727 | $142,000 | thousands by filing date | |
| Schwab US REIT ETF | 808524847 | SHS | 30,004 | $138,000 | thousands by filing date | |
| ISHARES U S ETF TR | 46431W507 | SHOR DURA BD ETF | 26,348 | $133,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R783 | 0-5 HIGH YIELD | 1,239 | $124,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 875 | $122,000 | thousands by filing date | |
| RYDER SYS INC COM | 783549108 | Stock | 2,136 | $116,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 500 | $113,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 662 | $110,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 3,325 | $106,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 456 | $100,000 | thousands by filing date | |
| Wells Fargo & Company | 949746101 | COM | 1,776 | $96,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 728 | $91,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E727 | RAFI EMRGNG MRKT | 3,866 | $86,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 523 | $83,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 539 | $79,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 42 | $78,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 593 | $76,000 | thousands by filing date | |
| ISHARES TR | 464288117 | INTL TREA BD ETF | 1,488 | $75,000 | thousands by filing date | |
| INVESCO TR II ETF S&P INTL DEV LOW LOW VOLATILITY | 46138E230 | ETF | 2,154 | $73,000 | thousands by filing date | |
| Invesco S&P International Dev Momt ETF | 46138E222 | SHS | 2,420 | $68,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 1,648 | $64,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 726 | $43,000 | thousands by filing date | |
| iShares Russell Midcap ETF | 464287499 | SHS | 625 | $37,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 155 | $36,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 507 | $35,000 | thousands by filing date | |
| Applied Materials,Inc. | 038222105 | COM | 555 | $34,000 | thousands by filing date | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 681 | $29,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 283 | $28,000 | thousands by filing date | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 361 | $27,000 | thousands by filing date | |
| INVESCO LTD SHS | G491BT108 | Stock | 1,500 | $27,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E784 | EMRNG MKT SVRG | 845 | $25,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 114 | $21,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 100 | $21,000 | thousands by filing date | |
| ISHARES TR | 46434V282 | U S EQUITY FACTR | 599 | $21,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 15 | $20,000 | thousands by filing date | |
| Schwab US TIPS ETF | 808524870 | SHS | 346 | $20,000 | thousands by filing date | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 250 | $17,000 | thousands by filing date | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 296 | $15,000 | thousands by filing date | |
| XILINX INC | 983919101 | COM | 140 | $14,000 | thousands by filing date | |
| PAYCOMSOFTWAREINC | 70432V102 | STOK | 50 | $13,000 | thousands by filing date | |
| ESSENTIAL PPTYS RLTY TR INC COM | 29670E107 | REIT | 500 | $12,000 | thousands by filing date | |
| DBX ETF TR | 233051432 | XTRACK USD HIGH | 231 | $12,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E669 | GLOBAL EX US HGH | 516 | $12,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 5 | $7,000 | thousands by filing date | |
| iShares International Equity Factor ETF | 46434V274 | SHS | 254 | $7,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 50 | $7,000 | thousands by filing date | |
| LEVI STRAUSS & CO NEW CL A COM STK | 52736R102 | Stock | 300 | $6,000 | thousands by filing date | |
| CONAGRA FOODS INC | 205887102 | COM | 158 | $5,000 | thousands by filing date | |
| HP INC COM | 40434L105 | Stock | 197 | $4,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 10 | $3,000 | thousands by filing date | |
| LAMB WESTON HLDGS INC | 513272104 | COM | 30 | $3,000 | thousands by filing date | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 182 | $3,000 | thousands by filing date | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 33 | $3,000 | thousands by filing date | |
| PURSUIT ATTRACTIONS AND HOSP | 92552R406 | COM | 42 | $3,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 27 | $2,000 | thousands by filing date | |
| CNH INDL N V SHS | N20944109 | Stock | 167 | $2,000 | thousands by filing date | |
| SYNOPSYS INC COM | 871607107 | Stock | 27 | $2,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 3 | $1,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 15 | $1,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 12 | $1,000 | thousands by filing date | |
| VTI | 922908769 | COM | 6 | $1,000 | thousands by filing date | |
| DXC TECHNOLOGY CO COM | 23355L106 | Stock | 14 | $1,000 | thousands by filing date | |
| Cannae Holdings, Inc. | 13765N107 | Common Stock, $0.0001 par value | 1 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 3 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| Uber Technologies | 90353T100 | COM | 10 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| Vanguard Energy ETF | 92204A306 | SHS | 1 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| VWO | 922042858 | SHS | 11 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 1 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 3 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SPDR SER TR | 78468R721 | NUVEEN BLMBRG MU | 4 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SNAP INC | 83304A106 | CL A | 5 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| PERSPECTA INC | 715347100 | COM | 7 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| ISHARES INC | 464286343 | US PWR INFRA ETF | 10 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| MICRO FOCUS INTL PLC NPV ADR | 594837304 | SPON ADR NEW | 19 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SOUTHWESTERN ENERGY CO | 845467109 | COM | 33 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| MONEYGRAM INTL INC | 60935Y208 | COM NEW | 18 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| iShares MSCI Frontier 100 | 464286145 | cs | 9 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001635523-20-000003 | this filing | 2020-02-04 | acceptance time not in the bulk data set |