CLEAR INVESTMENT RESEARCH, LLC
242 holdingsFiling period: 2026-03-31Current AUM: $70.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 11.5K | $7.5M | $8.6M | 12.31% | -309 | 2026-03-31 |
| 2 | EDV | VANGUARD WORLD FD | 80.6K | $5.2M | $4.8M | 6.85% | -2,972 | 2026-03-31 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 99.6K | $4.5M | $4.5M | 6.37% | +2.6K | 2026-03-31 |
| 4 | SCHX | SCHWAB STRATEGIC TR | 112.7K | $2.9M | $3.3M | 4.74% | -- | 2026-03-31 |
| 5 | LLY | ELI LILLY & CO | 2.7K | $2.5M | $3.1M | 4.50% | +17 | 2026-03-31 |
| 6 | GPK | GRAPHIC PACKAGING HLDG CO | 188.7K | $1.9M | $2.0M | 2.89% | +1.8K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 6.3K | $1.6M | $1.9M | 2.78% | +94 | 2026-03-31 |
| 8 | SPMD | SPDR SERIES TRUST | 26.6K | $1.6M | $1.8M | 2.51% | +3.4K | 2026-03-31 |
| 9 | ANGL | VANECK ETF TRUST | 54.9K | $1.6M | $1.6M | 2.27% | -7,050 | 2026-03-31 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 23.5K | $1.5M | $1.7M | 2.38% | +926 | 2026-03-31 |
| 11 | IJH | ISHARES TR | 21.7K | $1.5M | $1.6M | 2.34% | -6,011 | 2026-03-31 |
| 12 | FBCG | FIDELITY COVINGTON TRUST | 27.8K | $1.4M | $1.7M | 2.38% | +2.4K | 2026-03-31 |
| 13 | SCHM | SCHWAB STRATEGIC TR | 39.9K | $1.2M | $1.4M | 1.98% | +6 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 3.2K | $1.2M | $1.5M | 2.15% | +182 | 2026-03-31 |
| 15 | IJR | ISHARES TR | 9.6K | $1.2M | $1.4M | 2.00% | -458 | 2026-03-31 |
| 16 | SCHO | SCHWAB STRATEGIC TR | 49.2K | $1.2M | $1.2M | 1.69% | -3,220 | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 5.8K | $1.0M | $1.2M | 1.68% | -176 | 2026-03-31 |
| 18 | SCHP | SCHWAB STRATEGIC TR | 37.3K | $992K | $973K | 1.39% | +987 | 2026-03-31 |
| 19 | TLT | ISHARES TR | 11.0K | $955K | $906K | 1.29% | -29 | 2026-03-31 |
| 20 | BAC | BANK AMERICA CORP | 17.0K | $826K | $1.0M | 1.50% | -- | 2026-03-31 |
| 21 | SCHG | SCHWAB STRATEGIC TR | 26.7K | $778K | $913K | 1.30% | -- | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 2.6K | $749K | $928K | 1.33% | +125 | 2026-03-31 |
| 23 | AMZN | AMAZON COM INC | 3.3K | $690K | $900K | 1.29% | +259 | 2026-03-31 |
| 24 | SCHA | SCHWAB STRATEGIC TR | 22.8K | $662K | $764K | 1.09% | -- | 2026-03-31 |
| 25 | MUNI | PIMCO ETF TR | 12.4K | $649K | $644K | 0.92% | +9 | 2026-03-31 |
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