Filed: 11/1/2022ACC: 0001635523-22-000004
📋 What this filing means
CLEAR INVESTMENT RESEARCH, LLC filed this quarterly 13F‑HR report disclosing 172 equity positions with a total reported market value of $47.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
172
Positions
$47.5K
Total AUM (reported)
823.66K
Total Shares
Allocation by class
COM$12.0K25.2%
CORE S&P500 ETF$4.3K9.0%
CORE S&P MCP ETF$4.1K8.6%
REAL ESTATE ETF$3.1K6.6%
CORES MSCI EAFE$2.4K5.1%
FALLEN ANGEL HG$2.1K4.4%
US LRG CAP ETF$1.7K3.6%
Portfolio Concentration
Top 3$12.7K26.8%
4–10$14.6K30.7%
11–25$11.2K23.5%
Rest$9.0K19.0%
Top 3 weight
26.8%
Top 10 weight
57.5%
Voting Authority Distribution
Total shares with voting rights: 823.71K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
823.71K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole172
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings172
Rows:
GRAPHIC PACKAGING HLDG CO
SOLEShares222.44K
TypeSH
Market value$4.4K
9.25%
Sole
0.00
Shared
0.00
None
222.44K
ISHARES TR
SOLEShares11.85K
TypeSH
Market value$4.3K
8.96%
Sole
0.00
Shared
0.00
None
11.85K
ISHARES TR
SOLEShares18.61K
TypeSH
Market value$4.1K
8.60%
Sole
0.00
Shared
0.00
None
18.61K
VANGUARD INDEX FDS
SOLEShares38.94K
TypeSH
Market value$3.1K
6.58%
Sole
0.00
Shared
0.00
None
38.94K
ISHARES TR
SOLEShares46.37K
TypeSH
Market value$2.4K
5.15%
Sole
0.00
Shared
0.00
None
46.37K
VANECK VECTORS ETF TR
SOLEShares80.32K
TypeSH
Market value$2.1K
4.44%
Sole
0.00
Shared
0.00
None
80.32K
APPLE INC
SOLEShares13.88K
TypeSH
Market value$1.9K
4.04%
Sole
0.00
Shared
0.00
None
13.88K
SCWAB STRATEGIC TR
SOLEShares40.73K
TypeSH
Market value$1.7K
3.63%
Sole
0.00
Shared
0.00
None
40.73K
ISHARES TR
SOLEShares18.96K
TypeSH
Market value$1.7K
3.48%
Sole
0.00
Shared
0.00
None
18.96K
ISHARES INC
SOLEShares37.49K
TypeSH
Market value$1.6K
3.39%
Sole
0.00
Shared
0.00
None
37.49K
ISHARES TR
SOLEShares15.47K
TypeSH
Market value$1.5K
3.13%
Sole
0.00
Shared
0.00
None
15.47K
ISHARES TR
SOLEShares13.97K
TypeSH
Market value$1.5K
3.09%
Sole
0.00
Shared
0.00
None
13.97K
ISHARES TR
SOLEShares8.25K
TypeSH
Market value$1.1K
2.24%
Sole
0.00
Shared
0.00
None
8.25K
LILLY ELI & CO
SOLEShares2.63K
TypeSH
Market value$849.00
1.79%
Sole
0.00
Shared
0.00
None
2.63K
ISHARES TR
SOLEShares14.39K
TypeSH
Market value$833.00
1.76%
Sole
0.00
Shared
0.00
None
14.39K
SCWAB STRATEGIC TR
SOLEShares12.57K
TypeSH
Market value$761.00
1.60%
Sole
0.00
Shared
0.00
None
12.57K
DOLLAR TREE INC
SOLEShares5.20K
TypeSH
Market value$708.00
1.49%
Sole
0.00
Shared
0.00
None
5.20K
MICROSOFT CORP
SOLEShares2.70K
TypeSH
Market value$629.00
1.33%
Sole
0.00
Shared
0.00
None
2.70K
SCWAB STRATEGIC TR
SOLEShares12.06K
TypeSH
Market value$582.00
1.23%
Sole
0.00
Shared
0.00
None
12.06K
ISHARES TR
SOLEShares7.84K
TypeSH
Market value$559.00
1.18%
Sole
0.00
Shared
0.00
None
7.84K
BANK AMER CORP
SOLEShares18.43K
TypeSH
Market value$556.00
1.17%
Sole
0.00
Shared
0.00
None
18.43K
SCWAB STRATEGIC TR
SOLEShares12.22K
TypeSH
Market value$462.00
0.97%
Sole
0.00
Shared
0.00
None
12.22K
ISHARES TR
SOLEShares4.25K
TypeSH
Market value$410.00
0.86%
Sole
0.00
Shared
0.00
None
4.25K
SCWAB STRATEGIC TR
SOLEShares14.48K
TypeSH
Market value$407.00
0.86%
Sole
0.00
Shared
0.00
None
14.48K
SCWAB STRATEGIC TR
SOLEShares6.53K
TypeSH
Market value$382.00
0.80%
Sole
0.00
Shared
0.00
None
6.53K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GRAPHIC PACKAGING HLDG COSOLE | COM | 222.44K | SH | $4.4K 9.25% | 0.00 | 0.00 | 222.44K |
ISHARES TRSOLE | CORE S&P500 ETF | 11.85K | SH | $4.3K 8.96% | 0.00 | 0.00 | 11.85K |
ISHARES TRSOLE | CORE S&P MCP ETF | 18.61K | SH | $4.1K 8.60% | 0.00 | 0.00 | 18.61K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 38.94K | SH | $3.1K 6.58% | 0.00 | 0.00 | 38.94K |
ISHARES TRSOLE | CORES MSCI EAFE | 46.37K | SH | $2.4K 5.15% | 0.00 | 0.00 | 46.37K |
VANECK VECTORS ETF TRSOLE | FALLEN ANGEL HG | 80.32K | SH | $2.1K 4.44% | 0.00 | 0.00 | 80.32K |
APPLE INCSOLE | COM | 13.88K | SH | $1.9K 4.04% | 0.00 | 0.00 | 13.88K |
SCWAB STRATEGIC TRSOLE | US LRG CAP ETF | 40.73K | SH | $1.7K 3.63% | 0.00 | 0.00 | 40.73K |
ISHARES TRSOLE | CORE S&P SCP ETF | 18.96K | SH | $1.7K 3.48% | 0.00 | 0.00 | 18.96K |
ISHARES INCSOLE | CORE MSCI EMKT | 37.49K | SH | $1.6K 3.39% | 0.00 | 0.00 | 37.49K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 15.47K | SH | $1.5K 3.13% | 0.00 | 0.00 | 15.47K |
ISHARES TRSOLE | TIPS BD ETF | 13.97K | SH | $1.5K 3.09% | 0.00 | 0.00 | 13.97K |
ISHARES TRSOLE | S&P 500 VAL ETF | 8.25K | SH | $1.1K 2.24% | 0.00 | 0.00 | 8.25K |
LILLY ELI & COSOLE | COM | 2.63K | SH | $849.00 1.79% | 0.00 | 0.00 | 2.63K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 14.39K | SH | $833.00 1.76% | 0.00 | 0.00 | 14.39K |
SCWAB STRATEGIC TRSOLE | US MID-CAP ETF | 12.57K | SH | $761.00 1.60% | 0.00 | 0.00 | 12.57K |
DOLLAR TREE INCSOLE | COM | 5.20K | SH | $708.00 1.49% | 0.00 | 0.00 | 5.20K |
MICROSOFT CORPSOLE | COM | 2.70K | SH | $629.00 1.33% | 0.00 | 0.00 | 2.70K |
SCWAB STRATEGIC TRSOLE | SHT TM US TRES | 12.06K | SH | $582.00 1.23% | 0.00 | 0.00 | 12.06K |
ISHARES TRSOLE | IBOXX HI YD ETF | 7.84K | SH | $559.00 1.18% | 0.00 | 0.00 | 7.84K |
BANK AMER CORPSOLE | COM | 18.43K | SH | $556.00 1.17% | 0.00 | 0.00 | 18.43K |
SCWAB STRATEGIC TRSOLE | US SML CAP ETF | 12.22K | SH | $462.00 0.97% | 0.00 | 0.00 | 12.22K |
ISHARES TRSOLE | CORE US AGGBD ET | 4.25K | SH | $410.00 0.86% | 0.00 | 0.00 | 4.25K |
SCWAB STRATEGIC TRSOLE | INTL EQTY ETF | 14.48K | SH | $407.00 0.86% | 0.00 | 0.00 | 14.48K |
SCWAB STRATEGIC TRSOLE | US LCAP GR ETF | 6.53K | SH | $382.00 0.80% | 0.00 | 0.00 | 6.53K |
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