CLEAR INVESTMENT RESEARCH, LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$74.9B
Holdings
230
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (230 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 15,715 | $8.8B | 11.79% | |
| 2 | EDVVANGUARD WORLD FD | 97,378 | $6.9B | 9.25% | |
| 3 | GPKGRAPHIC PACKAGING HLDG CO | 223,215 | $5.8B | 7.74% | |
| 4 | FBNDFIDELITY MERRIMACK STR TR | 82,719 | $3.8B | 5.04% | |
| 5 | AAPLAPPLE INC | 14,825 | $3.3B | 4.40% | |
| 6 | AQLTISHARES TR | 35,882 | $2.7B | 3.63% | |
| 7 | SCHXSCWAB STRATEGIC TR | 119,731 | $2.6B | 3.53% | |
| 8 | IJHISHARES TR | 44,638 | $2.6B | 3.48% | |
| 9 | LLYLILLY ELI & CO | 2,673 | $2.2B | 2.95% | |
| 10 | SCHOSCWAB STRATEGIC TR | 76,515 | $1.9B | 2.49% | |
| 11 | ANGLVANECK VECTORS ETF TR | 55,112 | $1.6B | 2.12% | |
| 12 | MSFTMICROSOFT CORP | 4,212 | $1.6B | 2.11% | |
| 13 | IJRISHARES TR | 14,047 | $1.5B | 1.96% | |
| 14 | IVEISHARES TR | 7,566 | $1.4B | 1.93% | |
| 15 | IVWISHARES TR | 12,995 | $1.2B | 1.61% | |
| 16 | SCHPSCWAB STRATEGIC TR | 40,854 | $1.1B | 1.47% | |
| 17 | SCHMSCWAB STRATEGIC TR | 40,582 | $1.1B | 1.42% | |
| 18 | TLTISHARES TR | 10,684 | $972.6M | 1.30% | |
| 19 | SPMDSPDR SER TR | 18,158 | $929.3M | 1.24% | |
| 20 | VEAVANGUARD TAX-MANAGED FDS | 18,144 | $922.3M | 1.23% | |
| 21 | FBCGFIDELITY COVINGTON TRUST | 21,774 | $870.3M | 1.16% | |
| 22 | NVDANVIDIA CORP | 7,215 | $782.0M | 1.04% | |
| 23 | IEMGISHARES INC | 13,718 | $740.4M | 0.99% | |
| 24 | BACBANK AMER CORP | 17,444 | $728.0M | 0.97% | |
| 25 | SCHGSCWAB STRATEGIC TR | 28,419 | $711.6M | 0.95% | |
| 26 | TIPISHARES TR | 6,107 | $678.5M | 0.91% | |
| 27 | AMZNAMAZON COM INC | 3,261 | $620.4M | 0.83% | |
| 28 | SCHVSCWAB STRATEGIC TR | 20,781 | $552.4M | 0.74% | |
| 29 | SCHASCWAB STRATEGIC TR | 23,247 | $544.7M | 0.73% | |
| 30 | SCHFSCWAB STRATEGIC TR | 27,103 | $536.1M | 0.72% | |
| 31 | STIPISHARES TR | 5,150 | $533.0M | 0.71% | |
| 32 | HYGISHARES TR | 6,483 | $511.5M | 0.68% | |
| 33 | BRK/BBERSHIRE HATHAWAY INC DEL | 915 | $487.3M | 0.65% | |
| 34 | VNQVANGUARD INDEX FDS | 5,242 | $474.6M | 0.63% | |
| 35 | IWOISHARES TR | 1,583 | $404.6M | 0.54% | |
| 36 | DLTRDOLLAR TREE INC | 5,200 | $390.4M | 0.52% | |
| 37 | GOOGLALPHABET INC | 2,394 | $370.2M | 0.49% | |
| 38 | AGGISHARES TR | 3,668 | $362.8M | 0.48% | |
| 39 | IWNISHARES TR | 2,385 | $360.2M | 0.48% | |
| 40 | DGROISHARES TR | 5,413 | $334.4M | 0.45% | |
| 41 | SPHQINVESCO EXCHANGE TRADED FD T | 4,846 | $321.5M | 0.43% | |
| 42 | DFAIDIMENSIONAL ETF TRUST | 10,275 | $320.9M | 0.43% | |
| 43 | JNJJOHNSON & JOHNSON | 1,872 | $310.6M | 0.41% | |
| 44 | QUALISHARES TR | 1,804 | $308.4M | 0.41% | |
| 45 | RRYDER SYS INC | 2,136 | $307.2M | 0.41% | |
| 46 | KOCOCA COLA CO | 4,023 | $288.2M | 0.38% | |
| 47 | NDQINVESCO QQQ TR | 600 | $281.4M | 0.38% | |
| 48 | SPYSPDR S&P 500 ETF TR | 493 | $275.8M | 0.37% | |
| 49 | EEMVISHARES | 4,006 | $233.7M | 0.31% | |
| 50 | LOWLOWES COS INC | 1,000 | $233.2M | 0.31% | |
| 51 | WMTWALMART INC | 2,557 | $224.6M | 0.30% | |
| 52 | IYRISHARES TR | 2,280 | $218.3M | 0.29% | |
| 53 | IXUSISHARES TR | 3,075 | $214.7M | 0.29% | |
| 54 | LDURPIMCO ETF TR | 2,164 | $207.7M | 0.28% | |
| 55 | IAU*ISHARES GOLD TR | 3,465 | $204.3M | 0.27% | |
| 56 | PGPROCTOR AND GAMBLE CO | 1,186 | $202.2M | 0.27% | |
| 57 | WFCWELLS FARGO CO NEW | 2,734 | $196.3M | 0.26% | |
| 58 | DJPBARCLAYS BK PLC | 5,251 | $185.4M | 0.25% | |
| 59 | XOMEXXON MOBIL CORP | 1,518 | $180.6M | 0.24% | |
| 60 | SPYDSPDR SER TR | 4,032 | $178.5M | 0.24% | |
| 61 | SOSOUTHERN CO | 1,917 | $176.3M | 0.24% | |
| 62 | SCHHSCWAB STRATEGIC TR | 8,117 | $174.6M | 0.23% | |
| 63 | CVSCVS HEALTH GROUP | 2,435 | $165.0M | 0.22% | |
| 64 | IMCVISHARES TR | 2,008 | $149.0M | 0.20% | |
| 65 | LRGFISHARES TR | 2,571 | $148.8M | 0.20% | |
| 66 | SCHDSCWAB STRATEGIC TR | 5,080 | $142.0M | 0.19% | |
| 67 | SCZISHARES TR | 2,190 | $139.2M | 0.19% | |
| 68 | LMTLOCKHEED MARTIN CORP | 306 | $136.7M | 0.18% | |
| 69 | USOUNITED STS OIL FD LP | 1,746 | $135.0M | 0.18% | |
| 70 | EMBISHARES TR | 1,414 | $128.1M | 0.17% | |
| 71 | SPYVSPDR SER TR | 2,364 | $120.7M | 0.16% | |
| 72 | PLTRPALANTIR TECHNOLOGIES INC | 1,407 | $118.8M | 0.16% | |
| 73 | SPLVINVESCO EXCHNG TRADED FD TR | 1,567 | $117.1M | 0.16% | |
| 74 | AVGOBROADCOM INC | 683 | $114.4M | 0.15% | |
| 75 | SCHESCWAB STRATEGIC TR | 3,888 | $107.2M | 0.14% | |
| 76 | SPYGSPDR SER TR | 1,330 | $106.9M | 0.14% | |
| 77 | SLVISHARES TR | 3,241 | $100.4M | 0.13% | |
| 78 | DFATDIMENSIONAL ETF TRUST | 1,896 | $97.7M | 0.13% | |
| 79 | TFCTRUIST FINL CORP | 2,360 | $97.1M | 0.13% | |
| 80 | TSLATESLA INC | 371 | $96.1M | 0.13% | |
| 81 | JHMMJOHN HANCOCK EXCHAGE TRADED | 1,665 | $95.4M | 0.13% | |
| 82 | ISTBISHARES TR | 1,922 | $92.9M | 0.12% | |
| 83 | IWFISHARES TR | 257 | $92.8M | 0.12% | |
| 84 | SOXXISHARES TR | 476 | $89.6M | 0.12% | |
| 85 | NFLXNETFLIX INC | 95 | $88.8M | 0.12% | |
| 86 | HDHOME DEPOT INC | 239 | $87.9M | 0.12% | |
| 87 | BSVVANGUARD BD INDEX FD INC | 1,107 | $86.7M | 0.12% | |
| 88 | AMATAPPLIED MATLS INC | 555 | $80.5M | 0.11% | |
| 89 | METAMETA PLATFORMS INC | 127 | $73.7M | 0.10% | |
| 90 | SPDWSPDR INDEX SHS FDS | 1,875 | $68.3M | 0.09% | |
| 91 | IWMISHARES TR | 340 | $67.9M | 0.09% | |
| 92 | TBLLINVESCO EXCHANGE TRADED FD T | 639 | $67.5M | 0.09% | |
| 93 | TQQQPROSHARES TR | 1,162 | $66.6M | 0.09% | |
| 94 | BBYBEST BUY INC | 900 | $66.2M | 0.09% | |
| 95 | FISFIDELITY NATL INFORMATION SV | 878 | $65.6M | 0.09% | |
| 96 | HDVISHARES TR | 531 | $64.4M | 0.09% | |
| 97 | CDNSCADENCE DESIGN SYSTEM INC | 250 | $63.6M | 0.08% | |
| 98 | PFEPFIZER INC | 2,391 | $60.6M | 0.08% | |
| 99 | CGUSCAPITAL GROUP CORE EQUITY ETF | 1,800 | $60.1M | 0.08% | |
| 100 | GEGE AEROSPACE | 300 | $60.0M | 0.08% |
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