CLEAR INVESTMENT RESEARCH, LLC

PrivateCIK: 1635523
Location

ALPHARETTA, GA

241
Positions
$63.89M
Total AUM (reported)
1.16M
Total Shares

Allocation by class

TOTAL AUM$63.89M241 positions
COM$13.87M21.7%
CORE S&P500 ETF$7.50M11.7%
EXTENDED DUR$5.24M8.2%
TOTAL BD ETF$4.54M7.1%
US LRG CAP ETF$2.89M4.5%
STATE STREET SPD$2.14M3.4%
FALLEN ANGEL HG$1.58M2.5%

Portfolio Concentration

Top 327.0%4–1021.2%11–2523.5%Rest28.3%TOP 1048.2%0%100%
Top 3$17.28M27.0%
4–10$13.54M21.2%
11–25$15.01M23.5%
Rest$18.06M28.3%

Top 3 weight

27.0%

Top 10 weight

48.2%

Voting Authority Distribution

Total shares with voting rights: 1.16M

Sole

Full voting authority

1.16M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole241
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings241
Rows:

ISHARES TR

SOLE
CORE S&P500 ETF
Shares11.48K
TypeSH
Market value$7.50M
11.74%
Sole
11.48K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
EXTENDED DUR
Shares80.61K
TypeSH
Market value$5.24M
8.19%
Sole
80.61K
Shared
0.00
None
0.00

FIDELITY MERRIMACK STR TR

SOLE
TOTAL BD ETF
Shares99.61K
TypeSH
Market value$4.54M
7.11%
Sole
99.61K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US LRG CAP ETF
Shares112.66K
TypeSH
Market value$2.89M
4.52%
Sole
112.66K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares2.74K
TypeSH
Market value$2.52M
3.94%
Sole
2.74K
Shared
0.00
None
0.00

GRAPHIC PACKAGING HLDG CO

SOLE
COM
Shares188.69K
TypeSH
Market value$1.88M
2.94%
Sole
188.69K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares6.29K
TypeSH
Market value$1.60M
2.50%
Sole
6.29K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares26.62K
TypeSH
Market value$1.58M
2.47%
Sole
26.62K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
FALLEN ANGEL HG
Shares54.87K
TypeSH
Market value$1.58M
2.47%
Sole
54.87K
Shared
0.00
None
0.00

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares23.55K
TypeSH
Market value$1.51M
2.36%
Sole
23.55K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P MCP ETF
Shares21.75K
TypeSH
Market value$1.47M
2.30%
Sole
21.75K
Shared
0.00
None
0.00

FIDELITY COVINGTON TRUST

SOLE
BLUE CHIP GRWTH
Shares27.83K
TypeSH
Market value$1.39M
2.18%
Sole
27.83K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US MID-CAP ETF
Shares39.91K
TypeSH
Market value$1.24M
1.93%
Sole
39.91K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares3.25K
TypeSH
Market value$1.20M
1.88%
Sole
3.25K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares9.62K
TypeSH
Market value$1.20M
1.87%
Sole
9.62K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
SHT TM US TRES
Shares49.17K
TypeSH
Market value$1.19M
1.87%
Sole
49.17K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares5.84K
TypeSH
Market value$1.02M
1.60%
Sole
5.84K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US TIPS ETF
Shares37.30K
TypeSH
Market value$992.5K
1.55%
Sole
37.30K
Shared
0.00
None
0.00

ISHARES TR

SOLE
20 YR TR BD ETF
Shares11.02K
TypeSH
Market value$955.1K
1.49%
Sole
11.02K
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares16.95K
TypeSH
Market value$826.5K
1.29%
Sole
16.95K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US LCAP GR ETF
Shares26.71K
TypeSH
Market value$778.2K
1.22%
Sole
26.71K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares2.60K
TypeSH
Market value$749.2K
1.17%
Sole
2.60K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares3.31K
TypeSH
Market value$690.4K
1.08%
Sole
3.31K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US SML CAP ETF
Shares22.79K
TypeSH
Market value$662.8K
1.04%
Sole
22.79K
Shared
0.00
None
0.00

PIMCO ETF TR

SOLE
INTER MUN BD ACT
Shares12.44K
TypeSH
Market value$649.2K
1.02%
Sole
12.44K
Shared
0.00
None
0.00
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