Clear Investment Research, LLC ETFs

Clear Investment Research, LLC

$75.4 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$109,000 0.14% of portfolio	1,567	Q3 2024 Added 0.26%
SCHE Schwab Strategic Tr Us Emergin	$0	$103,000 0.14% of portfolio	3,888	Q3 2024 Reduced 8.63%
DFAT Dimensional ETF Tr U S Target	$0	$103,000 0.14% of portfolio	1,855	Q4 2024 Reduced 3.44%
IWF Ishares Russell 1000 Gr ETF	$0	$103,000 0.14% of portfolio	257	Q3 2023 New
SOXX Ishares Semiconductor ETF	$0	$102,000 0.14% of portfolio	476	Q3 2024 Added 15.82%
SLV I Shares Silver Trust	$16.2B	$99,000 0.13% of portfolio	3,767	Q4 2024 Added 8.75%
JHMM John Hancock Multifactor Mid C	$0	$96,000 0.13% of portfolio	1,613	Q4 2024 Reduced 3.01%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$93,000 0.12% of portfolio	1,955	Q4 2024 Added 0.41%
BSV Vanguard Bd Index Fd Inc Short	$0	$85,000 0.11% of portfolio	1,107	Q4 2023 Reduced 41.55%
TQQQ Proshares Ultrapro Qqq	$0	$83,000 0.11% of portfolio	1,054	Q4 2024 Added 83.3%
IWM Ishares Russell 2000 ETF	$0	$75,000 0.1% of portfolio	340	Q4 2024 Added 8.63%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$63,000 0.08% of portfolio	1,875	Q4 2024 Added 52.07%
HDV Ishares Core High Dividend ETF	$0	$61,000 0.08% of portfolio	551	Q4 2024 Added 2.61%
CGGR Capital Group Growth ETF Shs C	$0	$55,000 0.07% of portfolio	1,486	Q4 2024 Added 0.2%
FPXI First Tr Exchange Traded Fd Ii	$0	$55,000 0.07% of portfolio	1,186	Q4 2023 Reduced 35.01%
SCHC Schwab Strategic Tr Intl Small	$0	$46,000 0.06% of portfolio	1,348	Q4 2023 Reduced 24.73%
USMV Ishares Msci Usa Min Vol Facto	$0	$38,000 0.05% of portfolio	437	Q4 2024 Added 0.46%
IGOV Ishares 1 3 International Trea	$0	$35,000 0.05% of portfolio	933	Q1 2024 Reduced 51.51%
CGXU Capital Group Intl Focus Equit	$0	$33,000 0.04% of portfolio	1,355	Q3 2024 Reduced 7.32%
RSP Invesco S&P 500 Equal Weight E	$0	$21,000 0.03% of portfolio	125	Q3 2024 Reduced 43.18%
IMTM Ishares Msci Intl Momentum Fac	$0	$21,000 0.03% of portfolio	562	Q4 2024 Added 3.12%
MTUM Ishares Msci Usa Momentum Fact	$0	$18,000 0.02% of portfolio	87	Q1 2021 Reduced 1.14%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$15,000 0.02% of portfolio	217	Q4 2020 Reduced 16.22%
FLBL Franklin Templeton ETF Tr Libe	$0	$7,000 0.01% of portfolio	325	Q4 2024 Reduced 3.56%
SRLN Ssga Active Trust	$0	$5,000 0.01% of portfolio	137	Q3 2024 Added 0.74%
VYM Vanguard Whitehall Fds (Vangua	$0	$4,000 0.01% of portfolio	38	Q4 2024 Reduced 2.56%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$4,000 0.01% of portfolio	94	Q4 2024 Added 1.08%
ACWI Ishares Msci Acwi ETF	$0	$4,000 0.01% of portfolio	36	Q4 2024 Added 2.86%
NEAR Blackrock Short Maturity Bond	$0	$4,000 0.01% of portfolio	95	Q3 2024 Reduced 95.48%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$0 0.0% of portfolio	6	Q1 2022 New
IJT Ishares S&P Small Cap 600 Grow	$0	$0 0.0% of portfolio	4	Q2 2024 Reduced 99.84%
IXC Ishares Tr Global Energy ETF	$0	$0 0.0% of portfolio	0	Q4 2024 New
FM Ishares Msci Frontier And Sele	$0	$0 0.0% of portfolio	10	Q2 2022 Added 11.11%
CLTL Invesco ETF Tr Ii Treas Collat	$0	$0 0.0% of portfolio	632	Q4 2024 Added 1.12%
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$0 0.0% of portfolio	4	Q4 2021 Reduced 33.33%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Investment Research, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Investment Research, LLC with notifications on news.