Filed: 8/4/2025ACC: 0001635523-25-000004
📋 What this filing means
CLEAR INVESTMENT RESEARCH, LLC filed this quarterly 13F‑HR report disclosing 234 equity positions with a total reported market value of $79.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
234
Positions
$79.29M
Total AUM (reported)
1.38M
Total Shares
Allocation by class
COM$21.54M27.2%
CORE S&P500 ETF$9.60M12.1%
EXTENDED DUR$5.77M7.3%
TOTAL BD ETF$3.71M4.7%
CORES MSCI EAFE$2.93M3.7%
US LRG CAP ETF$2.92M3.7%
CORE S&P MCP ETF$2.75M3.5%
Portfolio Concentration
Top 3$21.85M27.6%
4–10$19.51M24.6%
11–25$17.76M22.4%
Rest$20.17M25.4%
Top 3 weight
27.6%
Top 10 weight
52.2%
Voting Authority Distribution
Total shares with voting rights: 1.37M
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
1.37M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole234
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings234
Rows:
ISHARES TR
SOLEShares15.46K
TypeSH
Market value$9.60M
12.11%
Sole
0.00
Shared
0.00
None
1.54K
GRAPHIC PACKAGING HLDG CO
SOLEShares307.16K
TypeSH
Market value$6.47M
8.16%
Sole
0.00
Shared
0.00
None
307.16K
VANGUARD WORLD FD
SOLEShares85.80K
TypeSH
Market value$5.77M
7.28%
Sole
0.00
Shared
0.00
None
85.80K
FIDELITY MERRIMACK STR TR
SOLEShares80.99K
TypeSH
Market value$3.71M
4.67%
Sole
0.00
Shared
0.00
None
80.99K
APPLE INC
SOLEShares14.58K
TypeSH
Market value$2.99M
3.77%
Sole
0.00
Shared
0.00
None
14.58K
ISHARES TR
SOLEShares35.15K
TypeSH
Market value$2.93M
3.70%
Sole
0.00
Shared
0.00
None
35.15K
SCWAB STRATEGIC TR
SOLEShares119.42K
TypeSH
Market value$2.92M
3.68%
Sole
0.00
Shared
0.00
None
119.42K
ISHARES TR
SOLEShares44.29K
TypeSH
Market value$2.75M
3.46%
Sole
0.00
Shared
0.00
None
44.29K
MICROSOFT CORP
SOLEShares4.25K
TypeSH
Market value$2.11M
2.66%
Sole
0.00
Shared
0.00
None
4.25K
LILLY ELI & CO
SOLEShares2.69K
TypeSH
Market value$2.10M
2.65%
Sole
0.00
Shared
0.00
None
2.69K
SCWAB STRATEGIC TR
SOLEShares78.32K
TypeSH
Market value$1.91M
2.41%
Sole
0.00
Shared
0.00
None
78.32K
VANECK VECTORS ETF TR
SOLEShares55.65K
TypeSH
Market value$1.63M
2.05%
Sole
0.00
Shared
0.00
None
55.65K
ISHARES TR
SOLEShares14.16K
TypeSH
Market value$1.55M
1.95%
Sole
0.00
Shared
0.00
None
14.16K
ISHARES TR
SOLEShares7.68K
TypeSH
Market value$1.50M
1.89%
Sole
0.00
Shared
0.00
None
7.68K
ISHARES TR
SOLEShares11.92K
TypeSH
Market value$1.31M
1.65%
Sole
0.00
Shared
0.00
None
11.92K
SCWAB STRATEGIC TR
SOLEShares40.02K
TypeSH
Market value$1.12M
1.42%
Sole
0.00
Shared
0.00
None
40.02K
NVIDIA CORP
SOLEShares7.08K
TypeSH
Market value$1.12M
1.41%
Sole
0.00
Shared
0.00
None
7.08K
SCWAB STRATEGIC TR
SOLEShares40.91K
TypeSH
Market value$1.09M
1.38%
Sole
0.00
Shared
0.00
None
40.91K
FIDELITY COVINGTON TRUST
SOLEShares22.28K
TypeSH
Market value$1.07M
1.36%
Sole
0.00
Shared
0.00
None
22.28K
VANGUARD TAX-MANAGED FDS
SOLEShares18.29K
TypeSH
Market value$1.04M
1.32%
Sole
0.00
Shared
0.00
None
18.29K
SPDR SER TR
SOLEShares18.40K
TypeSH
Market value$1.00M
1.26%
Sole
0.00
Shared
0.00
None
18.40K
ISHARES TR
SOLEShares11.07K
TypeSH
Market value$977.1K
1.23%
Sole
0.00
Shared
0.00
None
11.07K
SCWAB STRATEGIC TR
SOLEShares27.99K
TypeSH
Market value$817.6K
1.03%
Sole
0.00
Shared
0.00
None
27.99K
BANK AMER CORP
SOLEShares17.21K
TypeSH
Market value$814.6K
1.03%
Sole
0.00
Shared
0.00
None
17.21K
ISHARES INC
SOLEShares13.28K
TypeSH
Market value$797.0K
1.01%
Sole
0.00
Shared
0.00
None
13.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 15.46K | SH | $9.60M 12.11% | 0.00 | 0.00 | 1.54K |
GRAPHIC PACKAGING HLDG COSOLE | COM | 307.16K | SH | $6.47M 8.16% | 0.00 | 0.00 | 307.16K |
VANGUARD WORLD FDSOLE | EXTENDED DUR | 85.80K | SH | $5.77M 7.28% | 0.00 | 0.00 | 85.80K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 80.99K | SH | $3.71M 4.67% | 0.00 | 0.00 | 80.99K |
APPLE INCSOLE | COM | 14.58K | SH | $2.99M 3.77% | 0.00 | 0.00 | 14.58K |
ISHARES TRSOLE | CORES MSCI EAFE | 35.15K | SH | $2.93M 3.70% | 0.00 | 0.00 | 35.15K |
SCWAB STRATEGIC TRSOLE | US LRG CAP ETF | 119.42K | SH | $2.92M 3.68% | 0.00 | 0.00 | 119.42K |
ISHARES TRSOLE | CORE S&P MCP ETF | 44.29K | SH | $2.75M 3.46% | 0.00 | 0.00 | 44.29K |
MICROSOFT CORPSOLE | COM | 4.25K | SH | $2.11M 2.66% | 0.00 | 0.00 | 4.25K |
LILLY ELI & COSOLE | COM | 2.69K | SH | $2.10M 2.65% | 0.00 | 0.00 | 2.69K |
SCWAB STRATEGIC TRSOLE | SHT TM US TRES | 78.32K | SH | $1.91M 2.41% | 0.00 | 0.00 | 78.32K |
VANECK VECTORS ETF TRSOLE | FALLEN ANGEL HG | 55.65K | SH | $1.63M 2.05% | 0.00 | 0.00 | 55.65K |
ISHARES TRSOLE | CORE S&P SCP ETF | 14.16K | SH | $1.55M 1.95% | 0.00 | 0.00 | 14.16K |
ISHARES TRSOLE | S&P 500 VAL ETF | 7.68K | SH | $1.50M 1.89% | 0.00 | 0.00 | 7.68K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 11.92K | SH | $1.31M 1.65% | 0.00 | 0.00 | 11.92K |
SCWAB STRATEGIC TRSOLE | US MID-CAP ETF | 40.02K | SH | $1.12M 1.42% | 0.00 | 0.00 | 40.02K |
NVIDIA CORPSOLE | COM | 7.08K | SH | $1.12M 1.41% | 0.00 | 0.00 | 7.08K |
SCWAB STRATEGIC TRSOLE | US TIPS ETF | 40.91K | SH | $1.09M 1.38% | 0.00 | 0.00 | 40.91K |
FIDELITY COVINGTON TRUSTSOLE | BLUE CHIP GRWTH | 22.28K | SH | $1.07M 1.36% | 0.00 | 0.00 | 22.28K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 18.29K | SH | $1.04M 1.32% | 0.00 | 0.00 | 18.29K |
SPDR SER TRSOLE | PORTFOLIO S&P400 | 18.40K | SH | $1.00M 1.26% | 0.00 | 0.00 | 18.40K |
ISHARES TRSOLE | 20 YR TR BD ETF | 11.07K | SH | $977.1K 1.23% | 0.00 | 0.00 | 11.07K |
SCWAB STRATEGIC TRSOLE | US LCAP GR ETF | 27.99K | SH | $817.6K 1.03% | 0.00 | 0.00 | 27.99K |
BANK AMER CORPSOLE | COM | 17.21K | SH | $814.6K 1.03% | 0.00 | 0.00 | 17.21K |
ISHARES INCSOLE | CORE MSCI EMKT | 13.28K | SH | $797.0K 1.01% | 0.00 | 0.00 | 13.28K |
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