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13F-HR filed by CLEAR INVESTMENT RESEARCH, LLC

CLEAR INVESTMENT RESEARCH, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-10, with 184 holding rows worth $51,635,000.

Accession
0001635523-23-000001
Filed
2023-02-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 184 entries on the cover page, a total value of $51,635,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $51,635,000 with VALUE read as thousands, detected and multiplied, 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 filedCUSIPClassAmountValueValue read asType
GRAPHIC PACKAGING HLDG CO COM388689101Stock222,484$4,950,000thousands, detected and multiplied
ISHARES TR CORE S&P 500 ETF464287200SHS11,839$4,549,000thousands, detected and multiplied
IJH464287507COM18,225$4,409,000thousands, detected and multiplied
Vanguard Real Estate922908553SHS40,787$3,364,000thousands, detected and multiplied
iShares Core MSCI EAFE ETF46432F842SHS43,031$2,652,000thousands, detected and multiplied
VANECK ETF TRUST92189F437COM80,871$2,185,000thousands, detected and multiplied
Schwab U.S. Large-Cap ETF808524201SHS40,939$1,848,000thousands, detected and multiplied
iShares Core S&P Small-Cap ETF464287804SHS18,782$1,778,000thousands, detected and multiplied
Apple Inc037833100COM13,584$1,765,000thousands, detected and multiplied
iShares Core MSCI Emerging Markets ETF46434G103SHS37,059$1,731,000thousands, detected and multiplied
Schwab Short Term US Treasury ETF808524862SHS31,973$1,542,000thousands, detected and multiplied
iShares TIPS Bond ETF464287176SHS14,445$1,538,000thousands, detected and multiplied
iShares 0-5 Year TIPS Bond ETF46429B747SHS12,771$1,238,000thousands, detected and multiplied
iShares S&P 500 Value ETF464287408SHS8,015$1,163,000thousands, detected and multiplied
Eli Lilly and Company532457108COM2,651$970,000thousands, detected and multiplied
iShares S&P 500 Growth ETF464287309SHS14,906$872,000thousands, detected and multiplied
Schwab US Mid-Cap ETF808524508SHS12,599$827,000thousands, detected and multiplied
Microsoft Corp594918104COM3,115$747,000thousands, detected and multiplied
DOLLAR TREE INC COM256746108Stock5,200$735,000thousands, detected and multiplied
Bank of America Corp060505104COM17,671$585,000thousands, detected and multiplied
ISHARES TR464288513IBOXX HI YD ETF7,881$580,000thousands, detected and multiplied
Schwab U.S. Small-Cap ETF808524607SHS12,248$496,000thousands, detected and multiplied
SCHWAB STRATEGIC TR808524805INTL EQTY ETF14,531$468,000thousands, detected and multiplied
iShares Core US Aggregate Bond ETF464287226SHS4,568$443,000thousands, detected and multiplied
SCHWAB STRATEGIC TR808524409US LCAP VA ETF6,531$431,000thousands, detected and multiplied
Johnson & Johnson478160104COM2,215$391,000thousands, detected and multiplied
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF8,538$384,000thousands, detected and multiplied
Schwab U.S. Large-Cap Growth ETF808524300SHS6,590$366,000thousands, detected and multiplied
ISHARES TR464287630RUS 2000 VAL ETF2,377$330,000thousands, detected and multiplied
ISHARES TR464287648RUS 2000 GRW ETF1,455$312,000thousands, detected and multiplied
iShares S&P Small-Cap 600 Value ETF464287879SHS3,213$293,000thousands, detected and multiplied
ISHARES TR464287887S&P SML 600 GWT2,685$290,000thousands, detected and multiplied
Vanguard Short-Term Bond ETF921937827SHS3,650$275,000thousands, detected and multiplied
Amazon.com, Inc023135106COM3,160$265,000thousands, detected and multiplied
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF2,078$237,000thousands, detected and multiplied
PIMCO ETF TR72201R718ENHNCD LW DUR AC2,415$228,000thousands, detected and multiplied
CVS Health Corporation126650100COM2,438$227,000thousands, detected and multiplied
INVESCO EXCHANGE TRADED FD T46137V241S&P500 QUALITY5,040$222,000thousands, detected and multiplied
ISHARES TR46432F834COM3,576$207,000thousands, detected and multiplied
BARCLAYS BANK PLC06738C778DJUBS CMDT ETN365,990$202,000thousands, detected and multiplied
ISHARES INC464286533MSCI EMERG MRKT3,781$201,000thousands, detected and multiplied
Lowes Companies,Inc.548661107COM1,000$199,000thousands, detected and multiplied
ISHARES TR464287739U.S. REAL ES ETF2,314$195,000thousands, detected and multiplied
Procter & Gamble Co742718109COM1,213$184,000thousands, detected and multiplied
RYDER SYS INC COM783549108Stock2,136$179,000thousands, detected and multiplied
Home Depot, Inc437076102COM558$176,000thousands, detected and multiplied
Berkshire Hathaway Inc084670702COM543$168,000thousands, detected and multiplied
ISHARES TR46434V282U S EQUITY FACTR4,234$165,000thousands, detected and multiplied
Southern Company842587107COM2,043$146,000thousands, detected and multiplied
Schwab US REIT ETF808524847SHS7,348$142,000thousands, detected and multiplied
NVIDIA Corp67066G104COM935$137,000thousands, detected and multiplied
ISHARES TR464288281JPMORGAN USD EMG1,617$137,000thousands, detected and multiplied
EXXON MOBIL CORP30231G102COM1,225$135,000thousands, detected and multiplied
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF2,292$129,000thousands, detected and multiplied
Pfizer Inc.717081103COM2,400$123,000thousands, detected and multiplied
SCHD808524797COM1,609$122,000thousands, detected and multiplied
Schwab US TIPS ETF808524870SHS2,279$118,000thousands, detected and multiplied
TRUIST FINL CORP COM89832Q109Stock2,677$115,000thousands, detected and multiplied
Wells Fargo & Company949746101COM2,734$113,000thousands, detected and multiplied
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF4,704$111,000thousands, detected and multiplied
ISHARES TR46432F859CORE 1 5 YR USD2,222$103,000thousands, detected and multiplied
FIRST TR EXCHANGE-TRADED FD33734X853INTL EQUITY OPP2,433$94,000thousands, detected and multiplied
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL1,429$91,000thousands, detected and multiplied
iShares Gold Trust464285204COM2,357$82,000thousands, detected and multiplied
iShares Russell 2000 ETF464287655SHS469$82,000thousands, detected and multiplied
Alphabet Inc. Reg. Shares A02079K305COM922$81,000thousands, detected and multiplied
iShares Core Dividend Growth ETF46434V621SHS1,503$75,000thousands, detected and multiplied
Walmart Inc.931142103COM530$75,000thousands, detected and multiplied
PIMCO ETF TR72201R7830-5 HIGH YIELD812$73,000thousands, detected and multiplied
BEST BUY INC COM086516101Stock900$72,000thousands, detected and multiplied
ISHARES TR464288117INTL TREA BD ETF1,792$70,000thousands, detected and multiplied
ISHARES TR46429B663CORE HIGH DV ETF624$65,000thousands, detected and multiplied
INVESCO EXCH TRADED FD TR II46138G888SHORT TERM ETF574$61,000thousands, detected and multiplied
FIRST TRUST TCW OPPORTUNISTIC33740F805TCW OPPORTUNIS1,371$60,000thousands, detected and multiplied
FIDELITY NATL INFORMATION SVCS COM31620M106Stock876$59,000thousands, detected and multiplied
SSGA ACTIVE ETF TR78467V608BLACKSTONE SENR1,405$57,000thousands, detected and multiplied
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF1,755$55,000thousands, detected and multiplied
Applied Materials,Inc.038222105COM555$54,000thousands, detected and multiplied
ISHARES U S ETF TR46431W507SHOR DURA BD ETF995$49,000thousands, detected and multiplied
Medtronic PlcG5960L103COM600$47,000thousands, detected and multiplied
ISHARES TR46428743220 YR TR BD ETF460$46,000thousands, detected and multiplied
United States Oil Fund LP91232N207COM662$46,000thousands, detected and multiplied
DOLLAR GEN CORP COM256677105Stock180$44,000thousands, detected and multiplied
iShares Silver Trust46428Q109COM1,828$40,000thousands, detected and multiplied
SYNOPSYS INC COM871607107Stock125$40,000thousands, detected and multiplied
CADENCE DESIGN SYSTEM INC COM127387108Stock250$40,000thousands, detected and multiplied
Bristol-Myers Squibb Company110122108COM500$36,000thousands, detected and multiplied
GENERAL MTRS CO COM37045V100Stock968$33,000thousands, detected and multiplied
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM219$31,000thousands, detected and multiplied
AT&T Inc00206R102COM1,648$30,000thousands, detected and multiplied
PAYCOMSOFTWAREINC70432V102STOK98$30,000thousands, detected and multiplied
WALGREENS BOOTS ALLIANCE INC931427108COM800$30,000thousands, detected and multiplied
Coca-Cola Company191216100COM432$27,000thousands, detected and multiplied
iShares MSCI USA Min Vol Factor ETF46429B697SHS371$27,000thousands, detected and multiplied
Vanguard Utilities ETF92204A876SHS175$27,000thousands, detected and multiplied
Advanced Micro Devices,Inc.007903107COM400$26,000thousands, detected and multiplied
General Electric Company369604301COM300$25,000thousands, detected and multiplied
Oracle Corporation68389X105COM300$25,000thousands, detected and multiplied
PepsiCo,Inc.713448108COM137$25,000thousands, detected and multiplied
INVESCO QQQ TR46090E103COM92$24,000thousands, detected and multiplied
Visa Inc92826C839COM113$23,000thousands, detected and multiplied
PAYCHEX INC704326107COM197$23,000thousands, detected and multiplied
MPLX LP55336V100COM UNIT REP LTD700$23,000thousands, detected and multiplied
Alphabet Inc. Reg. Shares C02079K107COM245$22,000thousands, detected and multiplied
Netflix, Inc64110L106COM73$22,000thousands, detected and multiplied
Adobe Inc00724F101COM56$19,000thousands, detected and multiplied
ASTRAZENECA PLC SPONSORED ADR046353108ADR280$19,000thousands, detected and multiplied
Tesla Motors, Inc88160R101COM150$18,000thousands, detected and multiplied
INVESCO LTD SHSG491BT108Stock1,000$18,000thousands, detected and multiplied
JPMorgan Chase & Co46625H100COM121$16,000thousands, detected and multiplied
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF217$14,000thousands, detected and multiplied
ESSENTIAL PPTYS RLTY TR INC COM29670E107REIT575$14,000thousands, detected and multiplied
INVESCO EXCH TRADED FD TR II46138G706SOLAR ETF197$14,000thousands, detected and multiplied
iShares MSCI Intl Momentum Factor ETF46434V449SHS407$13,000thousands, detected and multiplied
iShares MSCI USA Momentum Factor ETF46432F396SHS87$13,000thousands, detected and multiplied
UnitedHealth Group Inc91324P102COM24$13,000thousands, detected and multiplied
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU300$13,000thousands, detected and multiplied
iShares Russell Midcap ETF464287499SHS180$12,000thousands, detected and multiplied
SPY78462F103SHS30$11,000thousands, detected and multiplied
FORTUNE BRANDS INNOVATIONS INC COM34964C106Stock200$11,000thousands, detected and multiplied
IDEXX LABS INC COM45168D104Stock25$10,000thousands, detected and multiplied
Intel Corp458140100COM352$9,000thousands, detected and multiplied
iShares Morningstar Mid-Cap Value ETF464288406SHS138$9,000thousands, detected and multiplied
WESTLAKE CHEMICAL PARTNERS LP960417103COM400$9,000thousands, detected and multiplied
NextEra Energy,Inc.65339F101COM91$8,000thousands, detected and multiplied
Chevron Corporation166764100COM41$7,000thousands, detected and multiplied
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS68$7,000thousands, detected and multiplied
FORD MTR CO COM345370860Stock517$6,000thousands, detected and multiplied
ROYAL BK CDA COM780087102Stock68$6,000thousands, detected and multiplied
HP INC COM40434L105Stock217$6,000thousands, detected and multiplied
LEVI STRAUSS & CO NEW CL A COM STK52736R102Stock300$5,000thousands, detected and multiplied
GENERAC HLDGS INC368736104COM50$5,000thousands, detected and multiplied
iShares MSCI ACWI ex U.S. ETF464288240SHS88$4,000thousands, detected and multiplied
SPDR Portfolio S&P 500 High Dividend ETF78468R788SHS100$4,000thousands, detected and multiplied
Vanguard High Dividend Yield ETF921946406SHS39$4,000thousands, detected and multiplied
Walt Disney Co254687106COM51$4,000thousands, detected and multiplied
CONAGRA FOODS INC205887102COM108$4,000thousands, detected and multiplied
WARNER BROS DISCOVERY INC COM SER A934423104Stock398$4,000thousands, detected and multiplied
Honeywell Technologies438516106COM14$3,000thousands, detected and multiplied
Raytheon Technologies Corporation75513E101COM32$3,000thousands, detected and multiplied
Starbucks Corporation855244109COM25$3,000thousands, detected and multiplied
LAMB WESTON HLDGS INC513272104COM32$3,000thousands, detected and multiplied
CNH INDL N V SHSN20944109Stock167$3,000thousands, detected and multiplied
VIATRIS INC COM92556V106Stock297$3,000thousands, detected and multiplied
HEWLETT PACKARD ENTERPRISE CO COM42824C109Stock204$3,000thousands, detected and multiplied
ISHARES TR464288257MSCI ACWI ETF34$3,000thousands, detected and multiplied
Charles Schwab Corp808513105COM26$2,000thousands, detected and multiplied
Goldman Sachs Group,Inc.38141G104COM5$2,000thousands, detected and multiplied
ISHARES TR464287523COM7$2,000thousands, detected and multiplied
Uber Technologies90353T100COM68$2,000thousands, detected and multiplied
GENERAL MILLS INC COM370334104Stock20$2,000thousands, detected and multiplied
ARK ETF TR00214Q104INNOVATION ETF69$2,000thousands, detected and multiplied
Airbnb, Inc. Class A009066101COM8$1,000thousands, detected and multiplied
Boeing Company097023105COM3$1,000thousands, detected and multiplied
Comcast Corp20030N101COM19$1,000thousands, detected and multiplied
META PLATFORMS INC CL A30303M102COM6$1,000thousands, detected and multiplied
PROSHARES TR74347X831ULTRAPRO QQQ75$1,000thousands, detected and multiplied
KROGER CO COM501044101Stock23$1,000thousands, detected and multiplied
WABTEC COM929740108Stock12$1,000thousands, detected and multiplied
TORONTO DOMINION BK ONT COM NEW891160509Stock10$1,000thousands, detected and multiplied
DRAFTKINGS INC NEW26142V105COM CL A106$1,000thousands, detected and multiplied
PURSUIT ATTRACTIONS AND HOSP92552R406COM42$1,000thousands, detected and multiplied
Cannae Holdings, Inc.13765N107Common Stock, $0.0001 par value1$0thousands, detected and multipliedValue filed as zero, left out of ratios.
Qualcomm Incorporated747525103COM3$0thousands, detected and multipliedValue filed as zero, left out of ratios.
T-Mobile US,Inc.872590104COM2$0thousands, detected and multipliedValue filed as zero, left out of ratios.
VANGUARD SCOTTSDALE FDS92206C409COM6$0thousands, detected and multipliedValue filed as zero, left out of ratios.
DELTA AIR LINES INC COM NEW247361702Stock10$0thousands, detected and multipliedValue filed as zero, left out of ratios.
CORTEVA INC COM22052L104Stock0$0thousands, detected and multipliedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
COINBASE GLOBAL INC COM CL A19260Q107Stock1$0thousands, detected and multipliedValue filed as zero, left out of ratios.
DXC TECHNOLOGY CO COM23355L106Stock14$0thousands, detected and multipliedValue filed as zero, left out of ratios.
DUPONT DE NEMOURS INC COM26614N102Stock0$0thousands, detected and multipliedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
ISHARES TR464287341GLOBAL ENERG ETF0$0thousands, detected and multipliedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
FIDELITY NATIONAL FINANCIAL31620R303FNF GROUP COM3$0thousands, detected and multipliedValue filed as zero, left out of ratios.
INVESCO EXCH TRADED FD TR II46138E784EMRNG MKT SVRG4$0thousands, detected and multipliedValue filed as zero, left out of ratios.
SNAP INC83304A106CL A23$0thousands, detected and multipliedValue filed as zero, left out of ratios.
KEARNY FINL CORP MD48716P108COM30$0thousands, detected and multipliedValue filed as zero, left out of ratios.
GROWGENERATION CORP39986L109COM100$0thousands, detected and multipliedValue filed as zero, left out of ratios.
NIKOLA CORP654110105COM205$0thousands, detected and multipliedValue filed as zero, left out of ratios.
MICRO FOCUS INTL PLC594837403SPON ADR NEW19$0thousands, detected and multipliedValue filed as zero, left out of ratios.
PROSHARES TR74347X864ULTRPRO S&P5005$0thousands, detected and multipliedValue filed as zero, left out of ratios.
ISHARES INC464286343US PWR INFRA ETF12$0thousands, detected and multipliedValue filed as zero, left out of ratios.
PROSHARES ULTRAPRO DOW3074347X823UIT EXCHANGE TRADED1$0thousands, detected and multipliedValue filed as zero, left out of ratios.
MONEYGRAM INTL INC60935Y208COM NEW18$0thousands, detected and multipliedValue filed as zero, left out of ratios.
iShares MSCI Frontier 100464286145cs10$0thousands, detected and multipliedValue filed as zero, left out of ratios.

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001635523-23-000001this filing2023-02-10acceptance time not in the bulk data set