Filed: 5/9/2025ACC: 0001635523-25-000003
📋 What this filing means
CLEAR INVESTMENT RESEARCH, LLC filed this quarterly 13F‑HR report disclosing 230 equity positions with a total reported market value of $74.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
230
Positions
$74.88M
Total AUM (reported)
1.29M
Total Shares
Allocation by class
COM$19.80M26.4%
CORE S&P500 ETF$8.83M11.8%
EXTENDED DUR$6.92M9.2%
TOTAL BD ETF$3.78M5.0%
CORES MSCI EAFE$2.71M3.6%
US LRG CAP ETF$2.64M3.5%
CORE S&P MCP ETF$2.60M3.5%
Portfolio Concentration
Top 3$21.55M28.8%
4–10$19.10M25.5%
11–25$16.11M21.5%
Rest$18.12M24.2%
Top 3 weight
28.8%
Top 10 weight
54.3%
Voting Authority Distribution
Total shares with voting rights: 1.29M
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
1.29M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole230
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings230
Rows:
ISHARES TR
SOLEShares15.71K
TypeSH
Market value$8.83M
11.79%
Sole
0.00
Shared
0.00
None
15.71K
VANGUARD WORLD FD
SOLEShares97.38K
TypeSH
Market value$6.92M
9.25%
Sole
0.00
Shared
0.00
None
97.38K
GRAPHIC PACKAGING HLDG CO
SOLEShares223.22K
TypeSH
Market value$5.79M
7.74%
Sole
0.00
Shared
0.00
None
223.22K
FIDELITY MERRIMACK STR TR
SOLEShares82.72K
TypeSH
Market value$3.78M
5.04%
Sole
0.00
Shared
0.00
None
82.72K
APPLE INC
SOLEShares14.82K
TypeSH
Market value$3.29M
4.40%
Sole
0.00
Shared
0.00
None
14.82K
ISHARES TR
SOLEShares35.88K
TypeSH
Market value$2.71M
3.63%
Sole
0.00
Shared
0.00
None
35.88K
SCWAB STRATEGIC TR
SOLEShares119.73K
TypeSH
Market value$2.64M
3.53%
Sole
0.00
Shared
0.00
None
119.73K
ISHARES TR
SOLEShares44.64K
TypeSH
Market value$2.60M
3.48%
Sole
0.00
Shared
0.00
None
44.64K
LILLY ELI & CO
SOLEShares2.67K
TypeSH
Market value$2.21M
2.95%
Sole
0.00
Shared
0.00
None
2.67K
SCWAB STRATEGIC TR
SOLEShares76.52K
TypeSH
Market value$1.86M
2.49%
Sole
0.00
Shared
0.00
None
76.52K
VANECK VECTORS ETF TR
SOLEShares55.11K
TypeSH
Market value$1.59M
2.12%
Sole
0.00
Shared
0.00
None
55.11K
MICROSOFT CORP
SOLEShares4.21K
TypeSH
Market value$1.58M
2.11%
Sole
0.00
Shared
0.00
None
4.21K
ISHARES TR
SOLEShares14.05K
TypeSH
Market value$1.47M
1.96%
Sole
0.00
Shared
0.00
None
14.05K
ISHARES TR
SOLEShares7.57K
TypeSH
Market value$1.44M
1.93%
Sole
0.00
Shared
0.00
None
7.57K
ISHARES TR
SOLEShares12.99K
TypeSH
Market value$1.21M
1.61%
Sole
0.00
Shared
0.00
None
12.99K
SCWAB STRATEGIC TR
SOLEShares40.85K
TypeSH
Market value$1.10M
1.47%
Sole
0.00
Shared
0.00
None
40.85K
SCWAB STRATEGIC TR
SOLEShares40.58K
TypeSH
Market value$1.06M
1.42%
Sole
0.00
Shared
0.00
None
40.58K
ISHARES TR
SOLEShares10.68K
TypeSH
Market value$972.6K
1.30%
Sole
0.00
Shared
0.00
None
10.68K
SPDR SER TR
SOLEShares18.16K
TypeSH
Market value$929.3K
1.24%
Sole
0.00
Shared
0.00
None
18.16K
VANGUARD TAX-MANAGED FDS
SOLEShares18.14K
TypeSH
Market value$922.3K
1.23%
Sole
0.00
Shared
0.00
None
18.11K
FIDELITY COVINGTON TRUST
SOLEShares21.77K
TypeSH
Market value$870.3K
1.16%
Sole
0.00
Shared
0.00
None
21.77K
NVIDIA CORP
SOLEShares7.21K
TypeSH
Market value$782.0K
1.04%
Sole
0.00
Shared
0.00
None
7.21K
ISHARES INC
SOLEShares13.72K
TypeSH
Market value$740.4K
0.99%
Sole
0.00
Shared
0.00
None
13.72K
BANK AMER CORP
SOLEShares17.44K
TypeSH
Market value$728.0K
0.97%
Sole
0.00
Shared
0.00
None
17.44K
SCWAB STRATEGIC TR
SOLEShares28.42K
TypeSH
Market value$711.6K
0.95%
Sole
0.00
Shared
0.00
None
28.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 15.71K | SH | $8.83M 11.79% | 0.00 | 0.00 | 15.71K |
VANGUARD WORLD FDSOLE | EXTENDED DUR | 97.38K | SH | $6.92M 9.25% | 0.00 | 0.00 | 97.38K |
GRAPHIC PACKAGING HLDG COSOLE | COM | 223.22K | SH | $5.79M 7.74% | 0.00 | 0.00 | 223.22K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 82.72K | SH | $3.78M 5.04% | 0.00 | 0.00 | 82.72K |
APPLE INCSOLE | COM | 14.82K | SH | $3.29M 4.40% | 0.00 | 0.00 | 14.82K |
ISHARES TRSOLE | CORES MSCI EAFE | 35.88K | SH | $2.71M 3.63% | 0.00 | 0.00 | 35.88K |
SCWAB STRATEGIC TRSOLE | US LRG CAP ETF | 119.73K | SH | $2.64M 3.53% | 0.00 | 0.00 | 119.73K |
ISHARES TRSOLE | CORE S&P MCP ETF | 44.64K | SH | $2.60M 3.48% | 0.00 | 0.00 | 44.64K |
LILLY ELI & COSOLE | COM | 2.67K | SH | $2.21M 2.95% | 0.00 | 0.00 | 2.67K |
SCWAB STRATEGIC TRSOLE | SHT TM US TRES | 76.52K | SH | $1.86M 2.49% | 0.00 | 0.00 | 76.52K |
VANECK VECTORS ETF TRSOLE | FALLEN ANGEL HG | 55.11K | SH | $1.59M 2.12% | 0.00 | 0.00 | 55.11K |
MICROSOFT CORPSOLE | COM | 4.21K | SH | $1.58M 2.11% | 0.00 | 0.00 | 4.21K |
ISHARES TRSOLE | CORE S&P SCP ETF | 14.05K | SH | $1.47M 1.96% | 0.00 | 0.00 | 14.05K |
ISHARES TRSOLE | S&P 500 VAL ETF | 7.57K | SH | $1.44M 1.93% | 0.00 | 0.00 | 7.57K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 12.99K | SH | $1.21M 1.61% | 0.00 | 0.00 | 12.99K |
SCWAB STRATEGIC TRSOLE | US TIPS ETF | 40.85K | SH | $1.10M 1.47% | 0.00 | 0.00 | 40.85K |
SCWAB STRATEGIC TRSOLE | US MID-CAP ETF | 40.58K | SH | $1.06M 1.42% | 0.00 | 0.00 | 40.58K |
ISHARES TRSOLE | 20 YR TR BD ETF | 10.68K | SH | $972.6K 1.30% | 0.00 | 0.00 | 10.68K |
SPDR SER TRSOLE | PORTFOLIO S&P400 | 18.16K | SH | $929.3K 1.24% | 0.00 | 0.00 | 18.16K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 18.14K | SH | $922.3K 1.23% | 0.00 | 0.00 | 18.11K |
FIDELITY COVINGTON TRUSTSOLE | BLUE CHIP GRWTH | 21.77K | SH | $870.3K 1.16% | 0.00 | 0.00 | 21.77K |
NVIDIA CORPSOLE | COM | 7.21K | SH | $782.0K 1.04% | 0.00 | 0.00 | 7.21K |
ISHARES INCSOLE | CORE MSCI EMKT | 13.72K | SH | $740.4K 0.99% | 0.00 | 0.00 | 13.72K |
BANK AMER CORPSOLE | COM | 17.44K | SH | $728.0K 0.97% | 0.00 | 0.00 | 17.44K |
SCWAB STRATEGIC TRSOLE | US LCAP GR ETF | 28.42K | SH | $711.6K 0.95% | 0.00 | 0.00 | 28.42K |
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