CLEAR INVESTMENT RESEARCH, LLC
data from 30/09/2025
Capitalization
$ 74.647 M
-5.85 %
Performance
$ 45.667 M
62.92 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | IVV | ISHARES TR | 10.90% | 8.136 M $ | 12156 | 2015/03/31 | 748.409 K $ | 7.80 % |
| 2025/09/30 | EDV | VANGUARD WORLD FD | 7.88% | 5.886 M $ | 85986 | 2024/09/30 | 98.667 K $ | 1.71 % |
| 2025/09/30 | FBND | FIDELITY MERRIMACK STR TR | 5.51% | 4.109 M $ | 88870 | 2017/09/30 | 39.684 K $ | 1.07 % |
| 2025/09/30 | AAPL | APPLE INC | 5.03% | 3.757 M $ | 14756 | 2018/03/31 | 721.275 K $ | 24.11 % |
| 2025/09/30 | GPK | GRAPHIC PACKAGING HLDG CO | 4.90% | 3.657 M $ | 186865 | 2019/03/31 | -460.744 K $ | -7.12 % |
| 2025/09/30 | SCHX | SCWAB STRATEGIC TR | 3.99% | 2.975 M $ | 112956 | 2017/06/30 | 226.903 K $ | 7.77 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 2.93% | 2.190 M $ | 4229 | 2018/09/30 | 87.192 K $ | 4.13 % |
| 2025/09/30 | LLY | LILLY ELI & CO | 2.78% | 2.077 M $ | 2721 | 2017/06/30 | -44.548 K $ | -2.12 % |
| 2025/09/30 | IJH | ISHARES TR | 2.62% | 1.954 M $ | 29934 | 2015/03/31 | 143.506 K $ | 5.22 % |
| 2025/09/30 | ANGL | VANECK VECTORS ETF TR | 2.36% | 1.763 M $ | 59312 | 2020/09/30 | 25.041 K $ | 1.54 % |
| 2025/09/30 | IEFA | ISHARES TR | 2.25% | 1.681 M $ | 19258 | 2015/03/31 | 134.624 K $ | 4.59 % |
| 2025/09/30 | FBCG | FIDELITY COVINGTON TRUST | 1.80% | 1.341 M $ | 24994 | 2023/12/31 | 120.779 K $ | 11.24 % |
| 2025/09/30 | NVDA | NVIDIA CORP | 1.63% | 1.220 M $ | 6537 | 2017/09/30 | 202.474 K $ | 18.09 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 1.63% | 1.217 M $ | 20310 | 2023/12/31 | 53.220 K $ | 5.10 % |
| 2025/09/30 | IJR | ISHARES TR | 1.61% | 1.201 M $ | 10109 | 2015/03/31 | 135.048 K $ | 8.73 % |
| 2025/09/30 | SCHO | SCWAB STRATEGIC TR | 1.59% | 1.189 M $ | 48714 | 2022/09/30 | 1.566 K $ | 0.08 % |
| 2025/09/30 | SCHM | SCWAB STRATEGIC TR | 1.59% | 1.184 M $ | 39947 | 2017/06/30 | 63.627 K $ | 5.67 % |
| 2025/09/30 | SPMD | SPDR SER TR | 1.54% | 1.150 M $ | 20112 | 2023/12/31 | 51.706 K $ | 5.17 % |
| 2025/09/30 | TLT | ISHARES TR | 1.30% | 968.916 K $ | 10841 | 2015/03/31 | 12.400 K $ | 1.27 % |
| 2025/09/30 | SCHP | SCWAB STRATEGIC TR | 1.28% | 955.407 K $ | 35451 | 2018/09/30 | 11.046 K $ | 1.01 % |
| 2025/09/30 | IVE | ISHARES TR | 1.22% | 907.114 K $ | 4392 | 2015/03/31 | 85.182 K $ | 5.67 % |
| 2025/09/30 | BAC | BANK AMER CORP | 1.19% | 888.174 K $ | 17216 | 2017/03/31 | 73.508 K $ | 9.02 % |
| 2025/09/30 | SCHG | SCWAB STRATEGIC TR | 1.15% | 855.124 K $ | 26798 | 2017/06/30 | 75.575 K $ | 9.24 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.94% | 701.746 K $ | 3196 | 2016/12/31 | 622.000 $ | 0.08 % |
| 2025/09/30 | IVW | ISHARES TR | 0.92% | 688.521 K $ | 5703 | 2015/03/31 | 126.547 K $ | 9.65 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.88% | 658.479 K $ | 2708 | 2018/09/30 | 183.290 K $ | 37.94 % |
| 2025/09/30 | MUNI | PIMCO ETF TR | 0.87% | 649.325 K $ | 12420 | 2025/06/30 | 8.124 K $ | 1.79 % |
| 2025/09/30 | SCHA | SCWAB STRATEGIC TR | 0.85% | 635.925 K $ | 22793 | 2017/06/30 | 59.274 K $ | 10.28 % |
| 2025/09/30 | SCHV | SCWAB STRATEGIC TR | 0.80% | 594.106 K $ | 20409 | 2017/06/30 | 29.388 K $ | 5.20 % |
| 2025/09/30 | SCHF | SCWAB STRATEGIC TR | 0.79% | 586.796 K $ | 25206 | 2017/06/30 | 31.527 K $ | 5.34 % |
| 2025/09/30 | STIP | ISHARES TR | 0.73% | 543.133 K $ | 5254 | 2021/09/30 | 2.348 K $ | 0.44 % |
| 2025/09/30 | HYG | ISHARES TR | 0.71% | 528.712 K $ | 6512 | 2015/03/31 | 3.505 K $ | 0.67 % |
| 2025/09/30 | IEMG | ISHARES INC | 0.69% | 517.747 K $ | 7854 | 2017/03/31 | 78.201 K $ | 9.81 % |
| 2025/09/30 | IWO | ISHARES TR | 0.68% | 505.516 K $ | 1579 | 2015/03/31 | 54.038 K $ | 11.95 % |
| 2025/09/30 | DLTR | DOLLAR TREE INC | 0.66% | 490.724 K $ | 5200 | 2021/06/30 | -24.284 K $ | -4.72 % |
| 2025/09/30 | VNQ | VANGUARD INDEX FDS | 0.65% | 484.673 K $ | 5301 | 2016/06/30 | 125.000 $ | 0.03 % |
| 2025/09/30 | BRK-B | BERSHIRE HATHAWAY INC DEL | 0.62% | 463.526 K $ | 922 | 2018/09/30 | 15.527 K $ | 3.49 % |
| 2025/09/30 | IAU | ISHARES GOLD TR | 0.58% | 430.435 K $ | 5915 | 2021/06/30 | 33.770 K $ | 16.69 % |
| 2025/09/30 | IWN | ISHARES TR | 0.57% | 425.558 K $ | 2406 | 2015/03/31 | 45.910 K $ | 12.07 % |
| 2025/09/30 | R | RYDER SYS INC | 0.53% | 395.578 K $ | 2097 | 2017/06/30 | 62.155 K $ | 18.64 % |
| 2025/09/30 | QUAL | ISHARES TR | 0.50% | 371.540 K $ | 1910 | 2018/12/31 | 21.245 K $ | 6.39 % |
| 2025/09/30 | AGG | ISHARES TR | 0.49% | 368.820 K $ | 3679 | 2015/03/31 | 3.861 K $ | 1.06 % |
| 2025/09/30 | DFAI | DIMENSIONAL ETF TRUST | 0.49% | 367.364 K $ | 10106 | 2023/03/31 | 18.243 K $ | 5.15 % |
| 2025/09/30 | PLTR | PALANTIR TECHNOLOGIES INC | 0.49% | 364.658 K $ | 1999 | 2024/12/31 | 95.473 K $ | 33.82 % |
| 2025/09/30 | DGRO | ISHARES TR | 0.48% | 357.768 K $ | 5255 | 2018/03/31 | 22.078 K $ | 6.47 % |
| 2025/09/30 | SPHQ | INVESCO EXCHANGE TRADED FD T | 0.47% | 351.938 K $ | 4802 | 2018/09/30 | 9.727 K $ | 2.85 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.47% | 347.909 K $ | 1876 | 2018/03/31 | 61.256 K $ | 21.39 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 0.46% | 341.611 K $ | 569 | 2022/09/30 | 29.238 K $ | 8.83 % |
| 2025/09/30 | TQQQ | PROSHARES TR | 0.44% | 325.228 K $ | 3145 | 2022/03/31 | 54.100 K $ | 24.57 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 0.42% | 309.774 K $ | 465 | 2022/09/30 | 23.826 K $ | 7.82 % |
| 2025/09/30 | TIP | ISHARES TR | 0.38% | 283.456 K $ | 2548 | 2015/03/31 | 7.436 K $ | 1.07 % |
| 2025/09/30 | KO | COCA COLA CO | 0.36% | 270.673 K $ | 4081 | 2022/09/30 | -17.932 K $ | -6.26 % |
| 2025/09/30 | EEMV | ISHARES INC | 0.34% | 256.580 K $ | 4019 | 2015/03/31 | 4.137 K $ | 1.64 % |
| 2025/09/30 | IXUS | ISHARES TR | 0.34% | 252.880 K $ | 3062 | 2017/12/31 | 16.089 K $ | 6.82 % |
| 2025/09/30 | LOW | LOWES COS INC | 0.34% | 251.310 K $ | 1000 | 2021/06/30 | 29.439 K $ | 13.27 % |
| 2025/09/30 | WMT | WALMART INC | 0.32% | 239.573 K $ | 2324 | 2022/09/30 | 13.506 K $ | 5.40 % |
| 2025/09/30 | IYR | ISHARES TR | 0.31% | 230.040 K $ | 2369 | 2015/03/31 | 5.336 K $ | 2.44 % |
| 2025/09/30 | AVGO | BROADCOM INC | 0.30% | 226.534 K $ | 686 | 2023/06/30 | 37.059 K $ | 19.67 % |
| 2025/09/30 | WFC | WELLS FARGO CO NEW | 0.30% | 226.398 K $ | 2701 | 2017/06/30 | 9.993 K $ | 4.62 % |
| 2025/09/30 | TSLA | TESLA INC | 0.26% | 193.898 K $ | 436 | 2020/12/31 | 57.558 K $ | 40.00 % |
| 2025/09/30 | LDUR | PIMCO ETF TR | 0.25% | 190.175 K $ | 1978 | 2017/06/30 | 673.000 $ | 0.33 % |
| 2025/09/30 | DJP | BARCLAYS BK PLC | 0.25% | 189.675 K $ | 5352 | 2015/03/31 | 7.686 K $ | 4.30 % |
| 2025/09/30 | XOM | EXXON MOBIL CORP | 0.25% | 184.145 K $ | 1633 | 2018/03/31 | 7.533 K $ | 4.59 % |
| 2025/09/30 | CVS | CVS HEALTH GROUP | 0.25% | 183.666 K $ | 2436 | 2021/06/30 | 15.614 K $ | 9.29 % |
| 2025/09/30 | SO | SOUTHERN CO | 0.24% | 181.812 K $ | 1918 | 2018/09/30 | 5.635 K $ | 3.20 % |
| 2025/09/30 | PG | PROCTOR AND GAMBLE CO | 0.24% | 179.861 K $ | 1170 | 2017/06/30 | -6.633 K $ | -3.56 % |
| 2025/09/30 | SPYD | SPDR SER TR | 0.24% | 179.168 K $ | 4072 | 2022/09/30 | 6.289 K $ | 3.68 % |
| 2025/09/30 | LRGF | ISHARES TR | 0.24% | 177.605 K $ | 2571 | 2018/09/30 | 12.726 K $ | 7.72 % |
| 2025/09/30 | SCHH | SCWAB STRATEGIC TR | 0.23% | 171.676 K $ | 7959 | 2017/06/30 | 3.263 K $ | 1.94 % |
| 2025/09/30 | LMT | LOCKHEED MARTIN CORP | 0.23% | 168.696 K $ | 337 | 2023/03/31 | 11.037 K $ | 7.78 % |
| 2025/09/30 | IMCV | ISHARES TR | 0.22% | 166.710 K $ | 2074 | 2022/12/31 | 8.792 K $ | 5.75 % |
| 2025/09/30 | SCZ | ISHARES TR | 0.22% | 166.018 K $ | 2163 | 2018/03/31 | 8.730 K $ | 5.56 % |
| 2025/09/30 | USO | UNITED STS OIL FD LP | 0.20% | 146.910 K $ | 1992 | 2022/09/30 | 1.117 K $ | 0.88 % |
| 2025/09/30 | SCHD | SCWAB STRATEGIC TR | 0.20% | 145.891 K $ | 5344 | 2021/03/31 | 4.064 K $ | 3.02 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.19% | 141.725 K $ | 192 | 2022/09/30 | -675.000 $ | -0.50 % |
| 2025/09/30 | SPYG | SPDR SER TR | 0.19% | 139.431 K $ | 1334 | 2024/09/30 | 12.241 K $ | 9.64 % |
| 2025/09/30 | EVIM | MORGAN STANLEY ETF TRUST | 0.18% | 135.423 K $ | 2580 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPYV | SPDR SER TR | 0.18% | 132.069 K $ | 2386 | 2024/09/30 | 7.101 K $ | 5.71 % |
| 2025/09/30 | SCHE | SCWAB STRATEGIC TR | 0.17% | 129.442 K $ | 3879 | 2017/06/30 | 12.525 K $ | 10.72 % |
| 2025/09/30 | SOXX | ISHARES TR | 0.17% | 129.053 K $ | 476 | 2022/12/31 | 15.431 K $ | 13.57 % |
| 2025/09/30 | IWF | ISHARES TR | 0.16% | 120.381 K $ | 257 | 2023/09/30 | 11.264 K $ | 10.32 % |
| 2025/09/30 | SPLV | INVESCO EXCHNG TRADED FD TR | 0.16% | 116.539 K $ | 1586 | 2018/09/30 | 1.036 K $ | 0.91 % |
| 2025/09/30 | AMAT | APPLIED MATLS INC | 0.15% | 113.631 K $ | 555 | 2018/09/30 | 12.026 K $ | 11.84 % |
| 2025/09/30 | TFC | TRUIST FINL CORP | 0.14% | 107.899 K $ | 2360 | 2019/12/31 | 6.442 K $ | 6.35 % |
| 2025/09/30 | SLV | ISHARES TR | 0.14% | 106.349 K $ | 2510 | 2020/12/31 | 29.263 K $ | 29.14 % |
| 2025/09/30 | NFLX | NETFLIX INC | 0.14% | 105.794 K $ | 88 | 2018/09/30 | -13.319 K $ | -10.44 % |
| 2025/09/30 | JHMM | JOHN HANCOCK EXCHAGE TRADED | 0.14% | 104.220 K $ | 1661 | 2023/03/31 | 5.941 K $ | 5.82 % |
| 2025/09/30 | DFAT | DIMENSIONAL ETF TRUST | 0.13% | 96.496 K $ | 1657 | 2022/12/31 | 7.016 K $ | 7.88 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.13% | 95.963 K $ | 236 | 2018/03/31 | 9.252 K $ | 10.47 % |
| 2025/09/30 | ISTB | ISHARES TR | 0.13% | 94.492 K $ | 1934 | 2015/03/31 | 367.000 $ | 0.39 % |
| 2025/09/30 | SPDW | SPDR INDEX SHS FDS | 0.12% | 92.380 K $ | 2158 | 2024/09/30 | 4.963 K $ | 5.68 % |
| 2025/09/30 | GE | GE AEROSPACE | 0.12% | 90.246 K $ | 300 | 2021/09/30 | 13.029 K $ | 16.87 % |
| 2025/09/30 | CLOI | VANECK ETF TRUST | 0.12% | 88.833 K $ | 1672 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CDNS | CADENCE DESIGN SYSTEM INC | 0.12% | 87.815 K $ | 250 | 2018/09/30 | 10.777 K $ | 13.99 % |
| 2025/09/30 | BSV | VANGUARD BD INDEX FD INC | 0.12% | 87.353 K $ | 1107 | 2015/03/31 | 232.000 $ | 0.27 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.11% | 82.685 K $ | 294 | 2022/12/31 | 18.407 K $ | 28.64 % |
| 2025/09/30 | HODL | VANECK BITCOIN ETF | 0.11% | 82.123 K $ | 2537 | 2025/06/30 | 3.585 K $ | 6.24 % |
| 2025/09/30 | AMD | ADVANCED MICRO DEVICES INC | 0.11% | 80.410 K $ | 497 | 2020/09/30 | 10.859 K $ | 14.02 % |
| 2025/09/30 | EMB | ISHARES TR | 0.10% | 72.609 K $ | 762 | 2015/03/31 | 3.672 K $ | 2.77 % |
| 2025/09/30 | CGUS | CAPITAL GROUP CORE EQUITY ETF | 0.10% | 71.572 K $ | 1810 | 2024/03/31 | 4.711 K $ | 7.07 % |