Universe · entity
CLEAR INVESTMENT RESEARCH, LLC
Institutional manager (13F) · CIK 1635523
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $56M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $7M | 11,479 |
| 2 | VANGUARD WORLD FD | $5M | 80,608 |
| 3 | FIDELITY MERRIMACK STR TR | $5M | 99,609 |
| 4 | SCHWAB STRATEGIC TR | $3M | 112,662 |
| 5 | ELI LILLY & CO | $3M | 2,740 |
| 6 | GRAPHIC PACKAGING HLDG CO | $2M | 188,690 |
| 7 | APPLE INC | $2M | 6,294 |
| 8 | SPDR SERIES TRUST | $2M | 26,617 |
| 9 | VANECK ETF TRUST | $2M | 54,871 |
| 10 | VANGUARD TAX-MANAGED FDS | $2M | 23,549 |
| 11 | ISHARES TR | $1M | 21,748 |
| 12 | FIDELITY COVINGTON TRUST | $1M | 27,831 |
| 13 | SCHWAB STRATEGIC TR | $1M | 39,907 |
| 14 | MICROSOFT CORP | $1M | 3,246 |
| 15 | ISHARES TR | $1M | 9,621 |
| 16 | SCHWAB STRATEGIC TR | $1M | 49,167 |
| 17 | NVIDIA CORPORATION | $1M | 5,845 |
| 18 | SCHWAB STRATEGIC TR | $992k | 37,296 |
| 19 | ISHARES TR | $955k | 11,017 |
| 20 | BANK AMERICA CORP | $827k | 16,954 |
| 21 | SCHWAB STRATEGIC TR | $778k | 26,714 |
| 22 | ALPHABET INC | $749k | 2,605 |
| 23 | AMAZON COM INC | $690k | 3,315 |
| 24 | SCHWAB STRATEGIC TR | $663k | 22,793 |
| 25 | PIMCO ETF TR | $649k | 12,439 |
| 26 | ISHARES TR | $634k | 7,003 |
| 27 | SCHWAB STRATEGIC TR | $622k | 20,409 |
| 28 | SCHWAB STRATEGIC TR | $622k | 25,126 |
| 29 | ISHARES TR | $519k | 5,016 |
| 30 | ISHARES GOLD TR | $511k | 5,801 |
| 31 | ISHARES INC | $490k | 7,022 |
| 32 | VANGUARD INDEX FDS | $479k | 5,401 |
| 33 | BERKSHIRE HATHAWAY INC DEL | $460k | 959 |
| 34 | RYDER SYS INC | $429k | 2,097 |
| 35 | ISHARES SILVER TR | $404k | 5,932 |
| 36 | DIMENSIONAL ETF TRUST | $372k | 9,559 |
| 37 | INVESCO EXCHANGE TRADED FD T | $362k | 4,820 |
| 38 | ISHARES TR | $348k | 4,964 |
| 39 | ISHARES TR | $344k | 4,323 |
| 40 | INVESCO QQQ TR | $329k | 570 |
| 41 | ISHARES TR | $329k | 2,980 |
| 42 | COCA COLA CO | $322k | 4,235 |
| 43 | PALANTIR TECHNOLOGIES INC | $320k | 2,191 |
| 44 | ISHARES TR | $305k | 1,588 |
| 45 | STATE STR SPDR S&P 500 ETF T | $302k | 465 |
| 46 | WALMART INC | $291k | 2,342 |
| 47 | EXXON MOBIL CORP | $277k | 1,633 |
| 48 | PROSHARES TR | $261k | 6,264 |
| 49 | UNITED STS OIL FD LP | $253k | 1,992 |
| 50 | BROADCOM INC | $241k | 777 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.