CLEAR INVESTMENT RESEARCH, LLC Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$74.6M

Holdings

256

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (256 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVISHARES TR	12,156	$8.1M	10.90%
2	EDVVANGUARD WORLD FD	85,986	$5.9M	7.88%
3	FBNDFIDELITY MERRIMACK STR TR	88,870	$4.1M	5.51%
4	AAPLAPPLE INC	14,756	$3.8M	5.03%
5	GPKGRAPHIC PACKAGING HLDG CO	186,865	$3.7M	4.90%
6	SCHXSCWAB STRATEGIC TR	112,956	$3.0M	3.99%
7	MSFTMICROSOFT CORP	4,229	$2.2M	2.93%
8	LLYLILLY ELI & CO	2,721	$2.1M	2.78%
9	IJHISHARES TR	29,934	$2.0M	2.62%
10	ANGLVANECK VECTORS ETF TR	59,312	$1.8M	2.36%
11	AQLTISHARES TR	19,258	$1.7M	2.25%
12	FBCGFIDELITY COVINGTON TRUST	24,994	$1.3M	1.80%
13	NVDANVIDIA CORP	6,537	$1.2M	1.63%
14	VEAVANGUARD TAX-MANAGED FDS	20,310	$1.2M	1.63%
15	IJRISHARES TR	10,109	$1.2M	1.61%
16	SCHOSCWAB STRATEGIC TR	48,714	$1.2M	1.59%
17	SCHMSCWAB STRATEGIC TR	39,947	$1.2M	1.59%
18	SPMDSPDR SER TR	20,112	$1.2M	1.54%
19	TLTISHARES TR	10,841	$969K	1.30%
20	SCHPSCWAB STRATEGIC TR	35,451	$955K	1.28%
21	IVEISHARES TR	4,392	$907K	1.22%
22	BACBANK AMER CORP	17,216	$888K	1.19%
23	SCHGSCWAB STRATEGIC TR	26,798	$855K	1.15%
24	AMZNAMAZON COM INC	3,196	$702K	0.94%
25	IVWISHARES TR	5,703	$689K	0.92%
26	GOOGLALPHABET INC	2,708	$658K	0.88%
27	MUNIPIMCO ETF TR	12,420	$649K	0.87%
28	SCHASCWAB STRATEGIC TR	22,793	$636K	0.85%
29	SCHVSCWAB STRATEGIC TR	20,409	$594K	0.80%
30	SCHFSCWAB STRATEGIC TR	25,206	$587K	0.79%
31	STIPISHARES TR	5,254	$543K	0.73%
32	HYGISHARES TR	6,512	$529K	0.71%
33	IEMGISHARES INC	7,854	$518K	0.69%
34	IWOISHARES TR	1,579	$506K	0.68%
35	DLTRDOLLAR TREE INC	5,200	$491K	0.66%
36	VNQVANGUARD INDEX FDS	5,301	$485K	0.65%
37	BRK/BBERSHIRE HATHAWAY INC DEL	922	$464K	0.62%
38	IAU*ISHARES GOLD TR	5,915	$430K	0.58%
39	IWNISHARES TR	2,406	$426K	0.57%
40	RRYDER SYS INC	2,097	$396K	0.53%
41	QUALISHARES TR	1,910	$372K	0.50%
42	AGGISHARES TR	3,679	$369K	0.49%
43	DFAIDIMENSIONAL ETF TRUST	10,106	$367K	0.49%
44	PLTRPALANTIR TECHNOLOGIES INC	1,999	$365K	0.49%
45	DGROISHARES TR	5,255	$358K	0.48%
46	SPHQINVESCO EXCHANGE TRADED FD T	4,802	$352K	0.47%
47	JNJJOHNSON & JOHNSON	1,876	$348K	0.47%
48	NDQINVESCO QQQ TR	569	$342K	0.46%
49	TQQQPROSHARES TR	3,145	$325K	0.44%
50	SPYSPDR S&P 500 ETF TR	465	$310K	0.41%
51	TIPISHARES TR	2,548	$283K	0.38%
52	KOCOCA COLA CO	4,081	$271K	0.36%
53	EEMVISHARES INC	4,019	$257K	0.34%
54	IXUSISHARES TR	3,062	$253K	0.34%
55	LOWLOWES COS INC	1,000	$251K	0.34%
56	WMTWALMART INC	2,324	$240K	0.32%
57	IYRISHARES TR	2,369	$230K	0.31%
58	AVGOBROADCOM INC	686	$227K	0.30%
59	WFCWELLS FARGO CO NEW	2,701	$226K	0.30%
60	TSLATESLA INC	436	$194K	0.26%
61	LDURPIMCO ETF TR	1,978	$190K	0.25%
62	DJPBARCLAYS BK PLC	5,352	$190K	0.25%
63	XOMEXXON MOBIL CORP	1,633	$184K	0.25%
64	CVSCVS HEALTH GROUP	2,436	$184K	0.25%
65	SOSOUTHERN CO	1,918	$182K	0.24%
66	PGPROCTOR AND GAMBLE CO	1,170	$180K	0.24%
67	SPYDSPDR SER TR	4,072	$179K	0.24%
68	LRGFISHARES TR	2,571	$178K	0.24%
69	SCHHSCWAB STRATEGIC TR	7,959	$172K	0.23%
70	LMTLOCKHEED MARTIN CORP	337	$169K	0.23%
71	IMCVISHARES TR	2,074	$167K	0.22%
72	SCZISHARES TR	2,163	$166K	0.22%
73	USOUNITED STS OIL FD LP	1,992	$147K	0.20%
74	SCHDSCWAB STRATEGIC TR	5,344	$146K	0.20%
75	METAMETA PLATFORMS INC	192	$142K	0.19%
76	SPYGSPDR SER TR	1,334	$139K	0.19%
77	EVIMMORGAN STANLEY ETF TRUST	2,580	$135K	0.18%
78	SPYVSPDR SER TR	2,386	$132K	0.18%
79	SCHESCWAB STRATEGIC TR	3,879	$129K	0.17%
80	SOXXISHARES TR	476	$129K	0.17%
81	IWFISHARES TR	257	$120K	0.16%
82	SPLVINVESCO EXCHNG TRADED FD TR	1,586	$117K	0.16%
83	AMATAPPLIED MATLS INC	555	$114K	0.15%
84	TFCTRUIST FINL CORP	2,360	$108K	0.14%
85	SLVISHARES TR	2,510	$106K	0.14%
86	NFLXNETFLIX INC	88	$106K	0.14%
87	JHMMJOHN HANCOCK EXCHAGE TRADED	1,661	$104K	0.14%
88	DFATDIMENSIONAL ETF TRUST	1,657	$96K	0.13%
89	HDHOME DEPOT INC	236	$96K	0.13%
90	ISTBISHARES TR	1,934	$94K	0.13%
91	SPDWSPDR INDEX SHS FDS	2,158	$92K	0.12%
92	GEGE AEROSPACE	300	$90K	0.12%
93	CLOIVANECK ETF TRUST	1,672	$89K	0.12%
94	CDNSCADENCE DESIGN SYSTEM INC	250	$88K	0.12%
95	BSVVANGUARD BD INDEX FD INC	1,107	$87K	0.12%
96	ORCLORACLE CORP	294	$83K	0.11%
97	HODLVANECK BITCOIN ETF	2,537	$82K	0.11%
98	AMDADVANCED MICRO DEVICES INC	497	$80K	0.11%
99	EMBISHARES TR	762	$73K	0.10%
100	CGUSCAPITAL GROUP CORE EQUITY ETF	1,810	$72K	0.10%

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