CLEAR INVESTMENT RESEARCH, LLC Diversified Active

CIK: 0001635523 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 10, 2023

Total Value ($000): $52 (100.0% shares, 0.0% debt)

Holdings (181)

GPK GRAPHIC PACKAGING HLDG CO 9.6%
Value ($000) $5 Shares 222,484 Est. Cost $21.30 Unrealized +3.2%
IVV ISHARES TR 8.8%
Value ($000) $5 Shares 11,839 Est. Cost $254.57 Unrealized
IJH ISHARES TR 8.5%
Value ($000) $4 Shares 18,225 Est. Cost $164.90 Unrealized
VNQ VANGUARD INDEX FDS 6.5%
Value ($000) $3 Shares 40,787 Est. Cost $81.78 Unrealized
IEFA ISHARES TR 5.1%
Value ($000) $3 Shares 43,031 Est. Cost $59.08 Unrealized
ANGL VANECK VECTORS ETF TR 4.2%
Value ($000) $2 Shares 80,871 Est. Cost $30.95 Unrealized
SCHX SCWAB STRATEGIC TR 3.6%
Value ($000) $2 Shares 40,939 Est. Cost $59.71 Unrealized
IJR ISHARES TR 3.4%
Value ($000) $2 Shares 18,782 Est. Cost $82.27 Unrealized
AAPL APPLE INC 3.4%
Value ($000) $2 Shares 13,584 Est. Cost $118.72 Unrealized +18.5%
IEMG ISHARES INC 3.4%
Value ($000) $2 Shares 37,059 Est. Cost $52.24 Unrealized
SCHO SCWAB STRATEGIC TR 3.0%
Value ($000) $2 Shares 31,973 Est. Cost $18.23 Unrealized
TIP ISHARES TR 3.0%
Value ($000) $2 Shares 14,445 Est. Cost $113.24 Unrealized
STIP ISHARES TR 2.4%
Value ($000) $1 Shares 12,771 Est. Cost $105.45 Unrealized
IVE ISHARES TR 2.3%
Value ($000) $1 Shares 8,015 Est. Cost $97.79 Unrealized
LLY LILLY ELI & CO 1.9%
Value ($000) $1 Shares 2,651 Est. Cost $72.04 Unrealized +380.0%
IVW ISHARES TR 1.7%
Value ($000) $1 Shares 14,906 Est. Cost $77.84 Unrealized
SCHM SCWAB STRATEGIC TR 1.6%
Value ($000) $1 Shares 12,599 Est. Cost $25.69 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $1 Shares 3,115 Est. Cost $228.28 Unrealized +2.5%
DLTR DOLLAR TREE INC 1.4%
Value ($000) $1 Shares 5,200 Est. Cost $108.70 Unrealized +36.9%
BAC BANK AMER CORP 1.1%
Value ($000) $1 Shares 17,671 Est. Cost $20.68 Unrealized +53.4%
HYG ISHARES TR 1.1%
Value ($000) $1 Shares 7,881 Est. Cost $88.16 Unrealized
SCHA SCWAB STRATEGIC TR 1.0%
Value ($000) $0 Shares 12,248 Est. Cost $57.25 Unrealized
SCHF SCWAB STRATEGIC TR 0.9%
Value ($000) $0 Shares 14,531 Est. Cost $9.32 Unrealized
AGG ISHARES TR 0.9%
Value ($000) $0 Shares 4,568 Est. Cost $105.07 Unrealized
SCHV SCWAB STRATEGIC TR 0.8%
Value ($000) $0 Shares 6,531 Est. Cost $50.09 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $0 Shares 2,215 Est. Cost $136.63 Unrealized +15.0%
FBND FIDELITY MERRIMACK STR TR 0.7%
Value ($000) $0 Shares 8,538 Est. Cost $51.92 Unrealized
SCHG SCWAB STRATEGIC TR 0.7%
Value ($000) $0 Shares 6,590 Est. Cost $73.16 Unrealized
IWN ISHARES TR 0.6%
Value ($000) $0 Shares 2,377 Est. Cost $111.00 Unrealized
IWO ISHARES TR 0.6%
Value ($000) $0 Shares 1,455 Est. Cost $161.90 Unrealized
IJS ISHARES TR 0.6%
Value ($000) $0 Shares 3,213 Est. Cost $98.86 Unrealized
IJT ISHARES TR 0.6%
Value ($000) $0 Shares 2,685 Est. Cost $81.33 Unrealized
BSV VANGUARD BD INDEX FD INC 0.5%
Value ($000) $0 Shares 3,650 Est. Cost $77.39 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $0 Shares 3,160 Est. Cost $113.17 Unrealized -12.7%
QUAL ISHARES TR 0.5%
Value ($000) $0 Shares 2,078 Est. Cost $90.71 Unrealized
LDUR PIMCO ETF TR 0.4%
Value ($000) $0 Shares 2,415 Est. Cost $100.00 Unrealized
CVS CVS HEALTH GROUP 0.4%
Value ($000) $0 Shares 2,438 Est. Cost $70.72 Unrealized +21.5%
SPHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $0 Shares 5,040 Est. Cost $35.15 Unrealized
IXUS ISHARES TR 0.4%
Value ($000) $0 Shares 3,576 Est. Cost $61.07 Unrealized
DJP BARCLAYS BK PLC 0.4%
Value ($000) $0 Shares 5,990 Est. Cost $24.89 Unrealized
EEMV ISHARES 0.4%
Value ($000) $0 Shares 3,781 Est. Cost $56.35 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $0 Shares 1,000 Est. Cost $179.51 Unrealized +4.8%
IYR ISHARES TR 0.4%
Value ($000) $0 Shares 2,314 Est. Cost $80.71 Unrealized
PG PROCTOR AND GAMBLE CO 0.4%
Value ($000) $0 Shares 1,213 Est. Cost $91.00 Unrealized +42.6%
R RYDER SYS INC 0.3%
Value ($000) $0 Shares 2,136 Est. Cost $69.22 Unrealized +21.3%
HD HOME DEPOT INC 0.3%
Value ($000) $0 Shares 558 Est. Cost $180.29 Unrealized +56.0%
BRK/B BERSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $0 Shares 543 Est. Cost $229.26 Unrealized +29.5%
LRGF ISHARES TR 0.3%
Value ($000) $0 Shares 4,234 Est. Cost $28.74 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $0 Shares 2,043 Est. Cost $44.56 Unrealized +33.8%
SCHH SCWAB STRATEGIC TR 0.3%
Value ($000) $0 Shares 7,348 Est. Cost $16.40 Unrealized
NVDA NVIDIA CORP 0.3%
Value ($000) $0 Shares 935 Est. Cost $17.59 Unrealized -16.7%
EMB ISHARES TR 0.3%
Value ($000) $0 Shares 1,617 Est. Cost $114.03 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $0 Shares 1,225 Est. Cost $73.57 Unrealized +30.9%
SCZ ISHARES TR 0.2%
Value ($000) $0 Shares 2,292 Est. Cost $59.79 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $0 Shares 2,400 Est. Cost $32.53 Unrealized +23.6%
SCHD SCWAB STRATEGIC TR 0.2%
Value ($000) $0 Shares 1,609 Est. Cost $75.39 Unrealized
SCHP SCWAB STRATEGIC TR 0.2%
Value ($000) $0 Shares 2,279 Est. Cost $62.16 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $0 Shares 2,677 Est. Cost $40.89 Unrealized -9.3%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $0 Shares 2,734 Est. Cost $39.37 Unrealized +3.7%
SCHE SCWAB STRATEGIC TR 0.2%
Value ($000) $0 Shares 4,704 Est. Cost $25.42 Unrealized
ISTB ISHARES TR 0.2%
Value ($000) $0 Shares 2,222 Est. Cost $53.03 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $0 Shares 2,433 Est. Cost $56.08 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.2%
Value ($000) $0 Shares 1,429 Est. Cost $51.23 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $0 Shares 2,357 Est. Cost $18.24 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $0 Shares 469 Est. Cost $183.02 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $0 Shares 922 Est. Cost $102.11 Unrealized -7.6%
WMT WALMART INC 0.1%
Value ($000) $0 Shares 530 Est. Cost $42.34 Unrealized +7.8%
DGRO ISHARES TR 0.1%
Value ($000) $0 Shares 1,503 Est. Cost $31.34 Unrealized
HYS PIMCO EFT TR 0.1%
Value ($000) $0 Shares 812 Est. Cost $66.01 Unrealized
BBY BEST BUY INC 0.1%
Value ($000) $0 Shares 900 Est. Cost $94.95 Unrealized -33.4%
IGOV ISHARES TR 0.1%
Value ($000) $0 Shares 1,792 Est. Cost $79.39 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $0 Shares 624 Est. Cost $78.54 Unrealized
TBLL INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 574 Est. Cost $105.98 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $0 Shares 1,371 Est. Cost $55.09 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $0 Shares 876 Est. Cost $116.41 Unrealized -43.8%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $0 Shares 1,405 Est. Cost $45.86 Unrealized
SCHC SCWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 1,755 Est. Cost $33.92 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $0 Shares 555 Est. Cost $40.70 Unrealized +129.2%
NEAR ISHARES US ETF TR 0.1%
Value ($000) $0 Shares 995 Est. Cost $19.33 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $0 Shares 600 Est. Cost $80.78 Unrealized -9.1%
TLT ISHARES TR 0.1%
Value ($000) $0 Shares 460 Est. Cost $132.58 Unrealized
USO UNITED STS OIL FD LP 0.1%
Value ($000) $0 Shares 662 Est. Cost $64.95 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $0 Shares 180 Est. Cost $233.12 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $0 Shares 250 Est. Cost $45.52 Unrealized +251.2%
SNPS SYNOPSYS INC 0.1%
Value ($000) $0 Shares 125 Est. Cost $132.10 Unrealized +136.9%
SLV ISHARES TR 0.1%
Value ($000) $0 Shares 1,828 Est. Cost $0.02 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $0 Shares 500 Est. Cost $62.30 Unrealized +4.7%
GM GENERAL MTRS CO 0.1%
Value ($000) $0 Shares 968 Est. Cost $35.44 Unrealized +0.9%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 219 Est. Cost $159.82 Unrealized
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $0 Shares 98 Est. Cost $285.95 Unrealized +10.6%
WALGREENS BOOT ALLIANCE INC 0.1%
Value ($000) $0 Shares 800 Est. Cost $52.50 Unrealized
T AT&T 0.1%
Value ($000) $0 Shares 1,648 Est. Cost $15.83 Unrealized -4.6%
KO COCA COLA CO 0.1%
Value ($000) $0 Shares 432 Est. Cost $56.05 Unrealized -2.0%
USMV ISHARES TR 0.1%
Value ($000) $0 Shares 371 Est. Cost $68.75 Unrealized
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $0 Shares 175 Est. Cost $160.02 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $0 Shares 400 Est. Cost $74.37 Unrealized -11.2%
PEP PEPSICO INC 0.0%
Value ($000) $0 Shares 137 Est. Cost $160.89 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $0 Shares 300 Est. Cost $52.32 Unrealized -7.5%
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $73.20 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $0 Shares 92 Est. Cost $260.87 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 197 Est. Cost $109.73 Unrealized -2.9%
MPLX MPLX LP 0.0%
Value ($000) $0 Shares 700 Est. Cost $30.00 Unrealized
V VISA INC 0.0%
Value ($000) $0 Shares 113 Est. Cost $169.32 Unrealized +16.3%
NFLX NETFLIX INC 0.0%
Value ($000) $0 Shares 73 Est. Cost $53.95 Unrealized -48.0%
GOOG ALPHABET INC 0.0%
Value ($000) $0 Shares 245 Est. Cost $117.09 Unrealized -19.1%
ADBE ADOBE INC 0.0%
Value ($000) $0 Shares 56 Est. Cost $521.45 Unrealized -38.7%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 280 Est. Cost $53.57 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $14.39 Unrealized +2.6%
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $245.00 Unrealized -22.7%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $0 Shares 121 Est. Cost $138.85 Unrealized -15.3%
TAN INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $0 Shares 197 Est. Cost $101.63 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $0 Shares 217 Est. Cost $71.67 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC 0.0%
Value ($000) $0 Shares 575 Est. Cost $23.30 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.04 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $0 Shares 87 Est. Cost $113.65 Unrealized
IMTM ISHARES TR 0.0%
Value ($000) $0 Shares 407 Est. Cost $24.57 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $500.41 Unrealized 0.0%
IWR ISHARES TR 0.0%
Value ($000) $0 Shares 180 Est. Cost $55.88 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $0 Shares 200 Est. Cost $81.33 Unrealized -38.7%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $0 Shares 30 Est. Cost $366.67 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $552.18 Unrealized -29.7%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 352 Est. Cost $49.14 Unrealized -45.8%
IMCV ISHARES TR 0.0%
Value ($000) $0 Shares 138 Est. Cost $0.07 Unrealized
WLKP WESTLAKE CHEM PARTNERS LP 0.0%
Value ($000) $0 Shares 400 Est. Cost $22.50 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 91 Est. Cost $73.82 Unrealized 0.0%
LQD ISHARES TR 0.0%
Value ($000) $0 Shares 68 Est. Cost $117.16 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $0 Shares 41 Est. Cost $153.23 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 517 Est. Cost $13.95 Unrealized -27.8%
HPQ HP INC 0.0%
Value ($000) $0 Shares 217 Est. Cost $18.64 Unrealized +31.7%
RY ROYAL BK CDA SUSTAINABL 0.0%
Value ($000) $0 Shares 68 Est. Cost $94.40 Unrealized 0.0%
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $0 Shares 300 Est. Cost $19.35 Unrealized -27.2%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $294.70 Unrealized -61.6%
ACWX ISHARES TR 0.0%
Value ($000) $0 Shares 88 Est. Cost $44.95 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 398 Est. Cost $13.59 Unrealized -16.9%
CAG CONAGRA BANDS INC 0.0%
Value ($000) $0 Shares 108 Est. Cost $27.36 Unrealized +13.2%
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 51 Est. Cost $128.22 Unrealized -27.1%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $0 Shares 39 Est. Cost $100.00 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $0 Shares 100 Est. Cost $40.00 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 32 Est. Cost $87.65 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $74.48 Unrealized +17.6%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 297 Est. Cost $11.40 Unrealized -20.6%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 204 Est. Cost $12.51 Unrealized +7.7%
HON HONEYWELL INTL INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $178.76 Unrealized 0.0%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $61.95 Unrealized +29.8%
ACWI ISHARES TR 0.0%
Value ($000) $0 Shares 34 Est. Cost $67.45 Unrealized
CNH CNH INDL N V 0.0%
Value ($000) $0 Shares 167 Est. Cost $11.03 Unrealized +19.7%
ARKK ARK ETF TR 0.0%
Value ($000) $0 Shares 69 Est. Cost $115.94 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 26 Est. Cost $74.21 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 68 Est. Cost $52.13 Unrealized -47.5%
SOXX ISHARES TR 0.0%
Value ($000) $0 Shares 7 Est. Cost $0.29 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $321.54 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $72.93 Unrealized 0.0%
TQQQ PROSHARES TR 0.0%
Value ($000) $0 Shares 75 Est. Cost $22.96 Unrealized
KR KROGER CO 0.0%
Value ($000) $0 Shares 23 Est. Cost $42.86 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $330.10 Unrealized -50.4%
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $110.83 Unrealized -8.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $0 Shares 19 Est. Cost $30.06 Unrealized 0.0%
DKNG DRAFTKINGS INC 0.0%
Value ($000) $0 Shares 106 Est. Cost $15.89 Unrealized -12.4%
META META PLATFORMS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $160.96 Unrealized -27.6%
WAB WABTEC 0.0%
Value ($000) $0 Shares 12 Est. Cost $79.07 Unrealized +18.8%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $0 Shares 10 Est. Cost $50.68 Unrealized +27.5%
PRSU VIAD CORP 0.0%
Value ($000) $0 Shares 42 Est. Cost $50.06 Unrealized -38.1%
UPRO PROSHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $138.81 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 23 Est. Cost $22.17 Unrealized -55.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $108.85 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
CNNE CANNAE HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.61 Unrealized +11.7%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $259.62 Unrealized -79.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost $24.75 Unrealized +30.3%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 14 Est. Cost $84.72 Unrealized -67.2%
NIKOLA CORP 0.0%
Value ($000) $0 Shares 205 Est. Cost $17.25 Unrealized
PCY INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.65 Unrealized
ISHARES 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
POWR ISHARES 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
UDOW PROSHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MONEYGRAM INTL INC 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
MICRO FOCUS INTERNATIONAL PL 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
KRNY KEARNY FINL CORP MD 0.0%
Value ($000) $0 Shares 30 Est. Cost $12.34 Unrealized -18.7%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.76 Unrealized +14.8%
GRWG GROWGENERATION CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $43.80 Unrealized -89.1%