CLEAR INVESTMENT RESEARCH, LLC

CIK: 0001635523SEC EDGAR →

Portfolio Value

$60.3M

Holdings

As of

Q4 2025

New Positions

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	IVV ISHARES TR	11,788	$8.1M	13.39%
2	EDV VANGUARD WORLD FD	83,580	$5.4M	9.01%
3	FBND FIDELITY MERRIMACK STR TR	97,039	$4.5M	7.41%
4	SCHX SCHWAB STRATEGIC TR	112,662	$3.0M	5.03%
5	LLY ELI LILLY & CO	2,723	$2.9M	4.85%
6	GPK GRAPHIC PACKAGING HLDG CO	186,865	$2.8M	4.67%
7	IJH ISHARES TR	27,759	$1.8M	3.04%
8	ANGL VANECK ETF TRUST	61,921	$1.8M	3.02%
9	AAPL APPLE INC	6,200	$1.7M	2.80%
10	MSFT MICROSOFT CORP	3,064	$1.5M	2.46%

Quarterly Changes

Top Buys

FBND↑ Increased

$4.1B

LLY↑ Increased

$2.1B

ANGL↑ Increased

$1.8B

FBCG↑ Increased

$1.3B

VEA↑ Increased

$1.2B

Top Sells

IVV↓ Decreased

$8.1B

EDV↓ Decreased

$5.9B

AAPL↓ Decreased

$3.8B

SCHX↓ Decreased

$3.0B

MSFT↓ Decreased

$2.2B

Closed Positions (205)

$505.5M · 2K shares

$490.7M · 5K shares

$425.6M · 2K shares

$368.8M · 4K shares

$347.9M · 2K shares

$256.6M · 4K shares

$251.3M · 1K shares

$230.0M · 2K shares

$226.4M · 3K shares

$193.9M · 436 shares

$190.2M · 2K shares

$189.7M · 5K shares

$184.1M · 2K shares

$183.7M · 2K shares

$181.8M · 2K shares

$179.9M · 1K shares

$179.2M · 4K shares

$177.6M · 3K shares

$171.7M · 8K shares

$168.7M · 337 shares

$166.7M · 2K shares

$166.0M · 2K shares

$146.9M · 2K shares

$145.9M · 5K shares

$141.7M · 192 shares

$139.4M · 1K shares

$135.4M · 3K shares

$132.1M · 2K shares

$129.4M · 4K shares

$129.1M · 476 shares

$120.4M · 257 shares

$116.5M · 2K shares

$113.6M · 555 shares

$107.9M · 2K shares

$105.8M · 88 shares

$104.2M · 2K shares

$96.5M · 2K shares

$96.0M · 236 shares

ISTB

$94.5M · 2K shares

SPDW

$92.4M · 2K shares

$90.2M · 300 shares

$88.8M · 2K shares

$87.8M · 250 shares

$87.4M · 1K shares

$82.7M · 294 shares

$82.1M · 3K shares

$80.4M · 497 shares

$72.6M · 762 shares

$71.6M · 2K shares

$71.1M · 1K shares

$68.2M · 646 shares

$68.1M · 900 shares

$66.1M · 2K shares

$64.5M · 278 shares

$63.3M · 68 shares

$62.4M · 509 shares

$61.7M · 125 shares

$61.1M · 1K shares

$60.9M · 2K shares

$59.7M · 320 shares

$59.7M · 245 shares

$58.7M · 418 shares

$57.1M · 600 shares

$57.0M · 1K shares

$56.9M · 862 shares

$56.7M · 676 shares

$53.8M · 860 shares

$51.2M · 156 shares

$50.9M · 327 shares

$49.5M · 144 shares

FMDE

$46.6M · 1K shares

$46.5M · 2K shares

$46.1M · 484 shares

$46.1M · 94 shares

$45.9M · 122 shares

$44.3M · 531 shares

$43.4M · 159 shares

$42.6M · 140 shares

$40.3M · 478 shares

$39.7M · 933 shares

$39.3M · 343 shares

$38.8M · 122 shares

$38.0M · 176 shares

$36.5M · 431 shares

$36.1M · 862 shares

$35.1M · 173 shares

$35.0M · 700 shares

$34.9M · 125 shares

$34.5M · 382 shares

$34.2M · 665 shares

$32.7M · 135 shares

$30.4M · 88 shares

$29.5M · 997 shares

$29.0M · 605 shares

$28.3M · 154 shares

$28.1M · 118 shares

$27.6M · 45 shares

$26.8M · 197 shares

$26.3M · 544 shares

$25.4M · 86 shares

$25.0M · 693 shares

$23.7M · 118 shares

$22.6M · 135 shares

$22.6M · 500 shares

$22.3M · 87 shares

$21.5M · 280 shares

$19.5M · 203 shares

$19.2M · 315 shares

VWO

$18.8M · 346 shares

EFAV

$18.4M · 217 shares

$18.2M · 176 shares

$18.0M · 92 shares

$17.7M · 105 shares

$17.2M · 180 shares

$13.7M · 102 shares

$13.7M · 100 shares

$13.1M · 97 shares

$12.8M · 748 shares

$12.1M · 57 shares

$11.6M · 42 shares

$11.0M · 134 shares

$10.7M · 9 shares

$10.7M · 200 shares

$10.4M · 73 shares

$10.4M · 132 shares

$9.9M · 67 shares

$9.8M · 117 shares

$8.9M · 51 shares

$8.6M · 446 shares

$7.8M · 398 shares

$7.3M · 64 shares

$7.2M · 200 shares

$7.1M · 73 shares

$6.7M · 33 shares

$6.7M · 32 shares

$6.6M · 33 shares

$6.5M · 240 shares

$6.2M · 95 shares

$5.7M · 137 shares

$5.7M · 100 shares

$5.5M · 28 shares

$5.4M · 220 shares

$5.4M · 38 shares

$5.3M · 57 shares

$5.3M · 7 shares

$4.8M · 25 shares

$4.6M · 71 shares

$4.6M · 179 shares

$4.6M · 89 shares

$4.4M · 95 shares

$4.4M · 183 shares

$4.2M · 56 shares

$4.1M · 54 shares

$4.0M · 125 shares

$3.9M · 184 shares

$3.6M · 8 shares

$3.4M · 35 shares

$3.0M · 11 shares

$3.0M · 21 shares

$2.9M · 13 shares

$2.8M · 13 shares

$2.7M · 11 shares

$2.5M · 97 shares

$2.5M · 248 shares

$2.4M · 12 shares

$2.3M · 124 shares

$2.3M · 7 shares

$2.1M · 12 shares

$2.1M · 6 shares

$2.1M · 23 shares

$2.0M · 33 shares

$1.9M · 100 shares

$1.8M · 2 shares

$1.8M · 167 shares

$1.7M · 12 shares

$1.6M · 29 shares

$1.5M · 42 shares

$1.1M · 8 shares

$1.0M · 3 shares

$1.0M · 7 shares

$967K · 3 shares

$925K · 32 shares

$911K · 29 shares

$847K · 52 shares

$845K · 138 shares

$800K · 10 shares

$661K · 2 shares

$582K · 10 shares

$502K · 6 shares

$480K · 6 shares

$468K · 1 shares

$402K · 7 shares

$364K · 3 shares

$354K · 8 shares

$243K · 4 shares

$199K · 14 shares

$197K · 30 shares

$117K · 1 shares

$86K · 4 shares

$77K · 10 shares

$19K · 1 shares

$0 · 0 shares

$0 · 0 shares

$0 · 0 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	34	$44.2M	73.4%
Technology	6	$5.4M	9.0%
Consumer Cyclical	2	$3.5M	5.8%
Healthcare	1	$2.9M	4.9%
Unknown	4	$2.4M	4.0%
Communication Services	1	$776K	1.3%
Consumer Defensive	2	$546K	0.9%
Industrials	1	$401K	0.7%