Filed: 2/10/2023ACC: 0001635523-23-000001
📋 What this filing means
CLEAR INVESTMENT RESEARCH, LLC filed this quarterly 13F‑HR report disclosing 184 equity positions with a total reported market value of $51.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
184
Positions
$51.6K
Total AUM (reported)
843.81K
Total Shares
Allocation by class
COM$13.0K25.3%
CORE S&P500 ETF$4.5K8.8%
CORE S&P MCP ETF$4.4K8.5%
REAL ESTATE ETF$3.4K6.5%
CORES MSCI EAFE$2.7K5.1%
FALLEN ANGEL HG$2.2K4.2%
US LRG CAP ETF$1.8K3.6%
Portfolio Concentration
Top 3$13.9K26.9%
4–10$15.3K29.7%
11–25$12.6K24.5%
Rest$9.8K18.9%
Top 3 weight
26.9%
Top 10 weight
56.6%
Voting Authority Distribution
Total shares with voting rights: 843.84K
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
843.84K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole184
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings184
Rows:
GRAPHIC PACKAGING HLDG CO
SOLEShares222.48K
TypeSH
Market value$5.0K
9.59%
Sole
0.00
Shared
0.00
None
222.48K
ISHARES TR
SOLEShares11.84K
TypeSH
Market value$4.5K
8.81%
Sole
0.00
Shared
0.00
None
11.84K
ISHARES TR
SOLEShares18.23K
TypeSH
Market value$4.4K
8.54%
Sole
0.00
Shared
0.00
None
18.23K
VANGUARD INDEX FDS
SOLEShares40.79K
TypeSH
Market value$3.4K
6.51%
Sole
0.00
Shared
0.00
None
40.79K
ISHARES TR
SOLEShares43.03K
TypeSH
Market value$2.7K
5.14%
Sole
0.00
Shared
0.00
None
43.03K
VANECK VECTORS ETF TR
SOLEShares80.87K
TypeSH
Market value$2.2K
4.23%
Sole
0.00
Shared
0.00
None
80.87K
SCWAB STRATEGIC TR
SOLEShares40.94K
TypeSH
Market value$1.8K
3.58%
Sole
0.00
Shared
0.00
None
40.94K
ISHARES TR
SOLEShares18.78K
TypeSH
Market value$1.8K
3.44%
Sole
0.00
Shared
0.00
None
18.78K
APPLE INC
SOLEShares13.58K
TypeSH
Market value$1.8K
3.42%
Sole
0.00
Shared
0.00
None
13.58K
ISHARES INC
SOLEShares37.06K
TypeSH
Market value$1.7K
3.35%
Sole
0.00
Shared
0.00
None
37.06K
SCWAB STRATEGIC TR
SOLEShares31.97K
TypeSH
Market value$1.5K
2.99%
Sole
0.00
Shared
0.00
None
31.97K
ISHARES TR
SOLEShares14.45K
TypeSH
Market value$1.5K
2.98%
Sole
0.00
Shared
0.00
None
14.45K
ISHARES TR
SOLEShares12.77K
TypeSH
Market value$1.2K
2.40%
Sole
0.00
Shared
0.00
None
12.77K
ISHARES TR
SOLEShares8.02K
TypeSH
Market value$1.2K
2.25%
Sole
0.00
Shared
0.00
None
8.02K
LILLY ELI & CO
SOLEShares2.65K
TypeSH
Market value$970.00
1.88%
Sole
0.00
Shared
0.00
None
2.65K
ISHARES TR
SOLEShares14.91K
TypeSH
Market value$872.00
1.69%
Sole
0.00
Shared
0.00
None
14.91K
SCWAB STRATEGIC TR
SOLEShares12.60K
TypeSH
Market value$827.00
1.60%
Sole
0.00
Shared
0.00
None
12.60K
MICROSOFT CORP
SOLEShares3.12K
TypeSH
Market value$747.00
1.45%
Sole
0.00
Shared
0.00
None
3.12K
DOLLAR TREE INC
SOLEShares5.20K
TypeSH
Market value$735.00
1.42%
Sole
0.00
Shared
0.00
None
5.20K
BANK AMER CORP
SOLEShares17.67K
TypeSH
Market value$585.00
1.13%
Sole
0.00
Shared
0.00
None
17.67K
ISHARES TR
SOLEShares7.88K
TypeSH
Market value$580.00
1.12%
Sole
0.00
Shared
0.00
None
7.88K
SCWAB STRATEGIC TR
SOLEShares12.25K
TypeSH
Market value$496.00
0.96%
Sole
0.00
Shared
0.00
None
12.25K
SCWAB STRATEGIC TR
SOLEShares14.53K
TypeSH
Market value$468.00
0.91%
Sole
0.00
Shared
0.00
None
14.53K
ISHARES TR
SOLEShares4.57K
TypeSH
Market value$443.00
0.86%
Sole
0.00
Shared
0.00
None
4.57K
SCWAB STRATEGIC TR
SOLEShares6.53K
TypeSH
Market value$431.00
0.83%
Sole
0.00
Shared
0.00
None
6.53K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GRAPHIC PACKAGING HLDG COSOLE | COM | 222.48K | SH | $5.0K 9.59% | 0.00 | 0.00 | 222.48K |
ISHARES TRSOLE | CORE S&P500 ETF | 11.84K | SH | $4.5K 8.81% | 0.00 | 0.00 | 11.84K |
ISHARES TRSOLE | CORE S&P MCP ETF | 18.23K | SH | $4.4K 8.54% | 0.00 | 0.00 | 18.23K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 40.79K | SH | $3.4K 6.51% | 0.00 | 0.00 | 40.79K |
ISHARES TRSOLE | CORES MSCI EAFE | 43.03K | SH | $2.7K 5.14% | 0.00 | 0.00 | 43.03K |
VANECK VECTORS ETF TRSOLE | FALLEN ANGEL HG | 80.87K | SH | $2.2K 4.23% | 0.00 | 0.00 | 80.87K |
SCWAB STRATEGIC TRSOLE | US LRG CAP ETF | 40.94K | SH | $1.8K 3.58% | 0.00 | 0.00 | 40.94K |
ISHARES TRSOLE | CORE S&P SCP ETF | 18.78K | SH | $1.8K 3.44% | 0.00 | 0.00 | 18.78K |
APPLE INCSOLE | COM | 13.58K | SH | $1.8K 3.42% | 0.00 | 0.00 | 13.58K |
ISHARES INCSOLE | CORE MSCI EMKT | 37.06K | SH | $1.7K 3.35% | 0.00 | 0.00 | 37.06K |
SCWAB STRATEGIC TRSOLE | SHT TM US TRES | 31.97K | SH | $1.5K 2.99% | 0.00 | 0.00 | 31.97K |
ISHARES TRSOLE | TIPS BD ETF | 14.45K | SH | $1.5K 2.98% | 0.00 | 0.00 | 14.45K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 12.77K | SH | $1.2K 2.40% | 0.00 | 0.00 | 12.77K |
ISHARES TRSOLE | S&P 500 VAL ETF | 8.02K | SH | $1.2K 2.25% | 0.00 | 0.00 | 8.02K |
LILLY ELI & COSOLE | COM | 2.65K | SH | $970.00 1.88% | 0.00 | 0.00 | 2.65K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 14.91K | SH | $872.00 1.69% | 0.00 | 0.00 | 14.91K |
SCWAB STRATEGIC TRSOLE | US MID-CAP ETF | 12.60K | SH | $827.00 1.60% | 0.00 | 0.00 | 12.60K |
MICROSOFT CORPSOLE | COM | 3.12K | SH | $747.00 1.45% | 0.00 | 0.00 | 3.12K |
DOLLAR TREE INCSOLE | COM | 5.20K | SH | $735.00 1.42% | 0.00 | 0.00 | 5.20K |
BANK AMER CORPSOLE | COM | 17.67K | SH | $585.00 1.13% | 0.00 | 0.00 | 17.67K |
ISHARES TRSOLE | IBOXX HI YD ETF | 7.88K | SH | $580.00 1.12% | 0.00 | 0.00 | 7.88K |
SCWAB STRATEGIC TRSOLE | US SML CAP ETF | 12.25K | SH | $496.00 0.96% | 0.00 | 0.00 | 12.25K |
SCWAB STRATEGIC TRSOLE | INTL EQTY ETF | 14.53K | SH | $468.00 0.91% | 0.00 | 0.00 | 14.53K |
ISHARES TRSOLE | CORE US AGGBD ET | 4.57K | SH | $443.00 0.86% | 0.00 | 0.00 | 4.57K |
SCWAB STRATEGIC TRSOLE | US LCAP GR ETF | 6.53K | SH | $431.00 0.83% | 0.00 | 0.00 | 6.53K |
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