Filed: 2/11/2025ACC: 0001635523-25-000001
📋 What this filing means
CLEAR INVESTMENT RESEARCH, LLC filed this quarterly 13F‑HR report disclosing 229 equity positions with a total reported market value of $77.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
229
Positions
$77.70M
Total AUM (reported)
1.28M
Total Shares
Allocation by class
COM$20.45M26.3%
CORE S&P500 ETF$8.96M11.5%
EXTENDED DUR$6.66M8.6%
TOTAL BD ETF$3.63M4.7%
US LRG CAP ETF$2.77M3.6%
CORE S&P MCP ETF$2.72M3.5%
CORES MSCI EAFE$2.70M3.5%
Portfolio Concentration
Top 3$21.54M27.7%
4–10$19.94M25.7%
11–25$17.69M22.8%
Rest$18.53M23.8%
Top 3 weight
27.7%
Top 10 weight
53.4%
Voting Authority Distribution
Total shares with voting rights: 1.28M
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
1.28M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole229
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings229
Rows:
ISHARES TR
SOLEShares15.22K
TypeSH
Market value$8.96M
11.53%
Sole
0.00
Shared
0.00
None
15.22K
VANGUARD WORLD FD
SOLEShares98.34K
TypeSH
Market value$6.66M
8.57%
Sole
0.00
Shared
0.00
None
98.34K
GRAPHIC PACKAGING HLDG CO
SOLEShares217.93K
TypeSH
Market value$5.92M
7.62%
Sole
0.00
Shared
0.00
None
217.93K
APPLE INC
SOLEShares14.91K
TypeSH
Market value$3.73M
4.80%
Sole
0.00
Shared
0.00
None
14.91K
FIDELITY MERRIMACK STR TR
SOLEShares80.91K
TypeSH
Market value$3.63M
4.67%
Sole
0.00
Shared
0.00
None
80.91K
SCWAB STRATEGIC TR
SOLEShares119.65K
TypeSH
Market value$2.77M
3.57%
Sole
0.00
Shared
0.00
None
119.65K
ISHARES TR
SOLEShares43.62K
TypeSH
Market value$2.72M
3.50%
Sole
0.00
Shared
0.00
None
43.62K
ISHARES TR
SOLEShares38.45K
TypeSH
Market value$2.70M
3.48%
Sole
0.00
Shared
0.00
None
38.45K
ISHARES
SOLEShares4K
TypeSH
Market value$2.32M
2.99%
Sole
0.00
Shared
0.00
None
4K
LILLY ELI & CO
SOLEShares2.67K
TypeSH
Market value$2.06M
2.65%
Sole
0.00
Shared
0.00
None
2.67K
SCWAB STRATEGIC TR
SOLEShares77.87K
TypeSH
Market value$1.87M
2.41%
Sole
0.00
Shared
0.00
None
77.87K
MICROSOFT CORP
SOLEShares4.06K
TypeSH
Market value$1.71M
2.20%
Sole
0.00
Shared
0.00
None
4.06K
VANECK VECTORS ETF TR
SOLEShares55.12K
TypeSH
Market value$1.58M
2.03%
Sole
0.00
Shared
0.00
None
55.12K
ISHARES TR
SOLEShares13.66K
TypeSH
Market value$1.57M
2.03%
Sole
0.00
Shared
0.00
None
13.66K
ISHARES TR
SOLEShares7.56K
TypeSH
Market value$1.44M
1.86%
Sole
0.00
Shared
0.00
None
7.58K
ISHARES TR
SOLEShares12.14K
TypeSH
Market value$1.23M
1.59%
Sole
0.00
Shared
0.00
None
12.14K
SCWAB STRATEGIC TR
SOLEShares40.61K
TypeSH
Market value$1.13M
1.45%
Sole
0.00
Shared
0.00
None
40.61K
SCWAB STRATEGIC TR
SOLEShares42.38K
TypeSH
Market value$1.09M
1.41%
Sole
0.00
Shared
0.00
None
42.38K
ISHARES TR
SOLEShares11.01K
TypeSH
Market value$961.5K
1.24%
Sole
0.00
Shared
0.00
None
11.01K
NVIDIA CORP
SOLEShares6.98K
TypeSH
Market value$936.8K
1.21%
Sole
0.00
Shared
0.00
None
6.98K
SPDR SER TR
SOLEShares16.79K
TypeSH
Market value$918.0K
1.18%
Sole
0.00
Shared
0.00
None
16.79K
FIDELITY COVINGTON TRUST
SOLEShares19.84K
TypeSH
Market value$917.8K
1.18%
Sole
0.00
Shared
0.00
None
19.84K
SCWAB STRATEGIC TR
SOLEShares28.31K
TypeSH
Market value$788.9K
1.02%
Sole
0.00
Shared
0.00
None
28.31K
VANGUARD TAX-MANAGED FDS
SOLEShares16.08K
TypeSH
Market value$768.8K
0.99%
Sole
0.00
Shared
0.00
None
16.08K
BANK AMER CORP
SOLEShares17.44K
TypeSH
Market value$766.4K
0.99%
Sole
0.00
Shared
0.00
None
17.44K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 15.22K | SH | $8.96M 11.53% | 0.00 | 0.00 | 15.22K |
VANGUARD WORLD FDSOLE | EXTENDED DUR | 98.34K | SH | $6.66M 8.57% | 0.00 | 0.00 | 98.34K |
GRAPHIC PACKAGING HLDG COSOLE | COM | 217.93K | SH | $5.92M 7.62% | 0.00 | 0.00 | 217.93K |
APPLE INCSOLE | COM | 14.91K | SH | $3.73M 4.80% | 0.00 | 0.00 | 14.91K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 80.91K | SH | $3.63M 4.67% | 0.00 | 0.00 | 80.91K |
SCWAB STRATEGIC TRSOLE | US LRG CAP ETF | 119.65K | SH | $2.77M 3.57% | 0.00 | 0.00 | 119.65K |
ISHARES TRSOLE | CORE S&P MCP ETF | 43.62K | SH | $2.72M 3.50% | 0.00 | 0.00 | 43.62K |
ISHARES TRSOLE | CORES MSCI EAFE | 38.45K | SH | $2.70M 3.48% | 0.00 | 0.00 | 38.45K |
ISHARESSOLE | MIN VOL EMRG MKT | 4K | SH | $2.32M 2.99% | 0.00 | 0.00 | 4K |
LILLY ELI & COSOLE | COM | 2.67K | SH | $2.06M 2.65% | 0.00 | 0.00 | 2.67K |
SCWAB STRATEGIC TRSOLE | SHT TM US TRES | 77.87K | SH | $1.87M 2.41% | 0.00 | 0.00 | 77.87K |
MICROSOFT CORPSOLE | COM | 4.06K | SH | $1.71M 2.20% | 0.00 | 0.00 | 4.06K |
VANECK VECTORS ETF TRSOLE | FALLEN ANGEL HG | 55.12K | SH | $1.58M 2.03% | 0.00 | 0.00 | 55.12K |
ISHARES TRSOLE | CORE S&P SCP ETF | 13.66K | SH | $1.57M 2.03% | 0.00 | 0.00 | 13.66K |
ISHARES TRSOLE | S&P 500 VAL ETF | 7.56K | SH | $1.44M 1.86% | 0.00 | 0.00 | 7.58K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 12.14K | SH | $1.23M 1.59% | 0.00 | 0.00 | 12.14K |
SCWAB STRATEGIC TRSOLE | US MID-CAP ETF | 40.61K | SH | $1.13M 1.45% | 0.00 | 0.00 | 40.61K |
SCWAB STRATEGIC TRSOLE | US TIPS ETF | 42.38K | SH | $1.09M 1.41% | 0.00 | 0.00 | 42.38K |
ISHARES TRSOLE | 20 YR TR BD ETF | 11.01K | SH | $961.5K 1.24% | 0.00 | 0.00 | 11.01K |
NVIDIA CORPSOLE | COM | 6.98K | SH | $936.8K 1.21% | 0.00 | 0.00 | 6.98K |
SPDR SER TRSOLE | PORTFOLIO S&P400 | 16.79K | SH | $918.0K 1.18% | 0.00 | 0.00 | 16.79K |
FIDELITY COVINGTON TRUSTSOLE | BLUE CHIP GRWTH | 19.84K | SH | $917.8K 1.18% | 0.00 | 0.00 | 19.84K |
SCWAB STRATEGIC TRSOLE | US LCAP GR ETF | 28.31K | SH | $788.9K 1.02% | 0.00 | 0.00 | 28.31K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 16.08K | SH | $768.8K 0.99% | 0.00 | 0.00 | 16.08K |
BANK AMER CORPSOLE | COM | 17.44K | SH | $766.4K 0.99% | 0.00 | 0.00 | 17.44K |
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