HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
16,297 | +4,398 | $7,784 |
| IVV | 16,297 | +4,398 | $7,784 |
| GRAPHIC PACKAGING HLDG CO |
226,403 | -12,399 | $5,581 |
| GPK | 226,403 | -12,399 | $5,581 |
| ISHARES TR (IJH) |
19,149 | -371 | $5,307 |
| IJH | 19,149 | -371 | $5,307 |
| VANGUARD INDEX FDS (VNQ) |
44,885 | -1,368 | $3,966 |
| VNQ | 44,885 | -1,368 | $3,966 |
| VANECK VECTORS ETF TR (ANGL) |
119,030 | +15,072 | $3,426 |
| ANGL | 119,030 | +15,072 | $3,426 |
| ISHARES TR (IEFA) |
42,862 | +12 | $3,015 |
| IEFA | 42,862 | +12 | $3,015 |
| APPLE INC |
14,572 | +312 | $2,806 |
| AAPL | 14,572 | +312 | $2,806 |
| SCWAB STRATEGIC TR |
42,540 | -726 | $2,399 |
| SCHX | 42,540 | -726 | $2,399 |
| ISHARES INC (IEMG) |
45,666 | +8,536 | $2,310 |
| IEMG | 45,666 | +8,536 | $2,310 |
| ISHARES TR (IJR) |
20,769 | -662 | $2,248 |
| IJR | 20,769 | -662 | $2,248 |
| FIDELITY MERRIMACK STR TR |
36,326 | +6,741 | $1,672 |
| FBND | 36,326 | +6,741 | $1,672 |
| LILLY ELI & CO |
2,623 | -108 | $1,529 |
| LLY | 2,623 | -108 | $1,529 |
| MICROSOFT CORP |
3,964 | +354 | $1,491 |
| MSFT | 3,964 | +354 | $1,491 |
| SCWAB STRATEGIC TR |
27,486 | +17 | $1,332 |
| SCHO | 27,486 | +17 | $1,332 |
| ISHARES TR (IVE) |
7,119 | -339 | $1,238 |
| IVE | 7,119 | -339 | $1,238 |
| SCWAB STRATEGIC TR |
14,551 | +841 | $1,096 |
| SCHM | 14,551 | +841 | $1,096 |
| ISHARES TR (IVW) |
14,185 | +21 | $1,065 |
| IVW | 14,185 | +21 | $1,065 |
| VANGUARD TAX MANAGED FDS (VEA) |
16,355 | +16,355 | $783 |
| VEA | 16,355 | +16,355 | $783 |
| DOLLAR TREE INC |
5,200 | UNCH | $739 |
| DLTR | 5,200 | UNCH | $739 |
| ISHARES TR (STIP) |
7,436 | +119 | $733 |
| STIP | 7,436 | +119 | $733 |
| SPDR SER TR (SPMD) |
14,659 | +14,659 | $714 |
| SPMD | 14,659 | +14,659 | $714 |
| SCWAB STRATEGIC TR |
12,834 | +1,418 | $670 |
| SCHP | 12,834 | +1,418 | $670 |
| SCWAB STRATEGIC TR |
7,249 | -175 | $601 |
| SCHG | 7,249 | -175 | $601 |
| BANK AMER CORP |
17,611 | -247 | $593 |
| BAC | 17,611 | -247 | $593 |
| SCWAB STRATEGIC TR |
12,295 | -920 | $581 |
| SCHA | 12,295 | -920 | $581 |
| ISHARES TR (TIP) |
5,302 | +103 | $570 |
| TIP | 5,302 | +103 | $570 |
| SCWAB STRATEGIC TR |
15,026 | -1,041 | $555 |
| SCHF | 15,026 | -1,041 | $555 |
| NVIDIA CORP |
1,054 | +54 | $522 |
| NVDA | 1,054 | +54 | $522 |
| ISHARES TR (HYG) |
6,719 | -4,151 | $520 |
| HYG | 6,719 | -4,151 | $520 |
| AMAZON COM INC |
3,306 | +256 | $502 |
| AMZN | 3,306 | +256 | $502 |
| VANGUARD INDEX FDS (VV) |
2,290 | +2,290 | $500 |
| VV | 2,290 | +2,290 | $500 |
| SCWAB STRATEGIC TR |
6,927 | -185 | $486 |
| SCHV | 6,927 | -185 | $486 |
| SPDR SER TR (SPTI) |
16,949 | +16,949 | $484 |
| SPTI | 16,949 | +16,949 | $484 |
| ISHARES TR (IGIB) |
8,052 | +8,052 | $419 |
| IGIB | 8,052 | +8,052 | $419 |
| ISHARES TR (IWO) |
1,560 | -32 | $394 |
| IWO | 1,560 | -32 | $394 |
| ISHARES TR (AGG) |
3,628 | +7 | $360 |
| AGG | 3,628 | +7 | $360 |
| ISHARES TR (IWN) |
2,303 | -74 | $358 |
| IWN | 2,303 | -74 | $358 |
| SPDR SER TR (SPMB) |
14,954 | +14,954 | $330 |
| SPMB | 14,954 | +14,954 | $330 |
| ISHARES TR (IJS) |
2,953 | -295 | $304 |
| IJS | 2,953 | -295 | $304 |
| ISHARES TR (IJT) |
2,429 | -229 | $304 |
| IJT | 2,429 | -229 | $304 |
| JOHNSON & JOHNSON |
1,894 | +7 | $297 |
| JNJ | 1,894 | +7 | $297 |
| ALPHABET INC |
2,106 | +334 | $294 |
| GOOGL | 2,106 | +334 | $294 |
 BERSHIRE HATHAWAY INC DEL |
$293 | ||
| BRK.B | 821 | +14 | $293 |
| ISHARES TR (QUAL) |
1,856 | -24 | $273 |
| QUAL | 1,856 | -24 | $273 |
| INVESCO EXCHANGE TRADED FD T (SPHQ) |
4,810 | -237 | $260 |
| SPHQ | 4,810 | -237 | $260 |
| DIMENSIONAL ETF TRUST (DFAI) |
8,863 | +1,599 | $254 |
| DFAI | 8,863 | +1,599 | $254 |
| ISHARES TR (DGRO) |
4,632 | +9 | $249 |
| DGRO | 4,632 | +9 | $249 |
| RYDER SYS INC |
2,136 | UNCH | $246 |
| R | 2,136 | UNCH | $246 |
| PIMCO ETF TR (LDUR) |
2,356 | -256 | $223 |
| LDUR | 2,356 | -256 | $223 |
| LOWES COS INC |
1,000 | UNCH | $223 |
| LOW | 1,000 | UNCH | $223 |
See Full List: All Stocks Held By Clear Investment Research LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Clear Investment Research LLC
|
Size ($ in 1000's)
At 12/31/2023: $71,032 At 09/30/2023: $57,682 Clear Investment Research LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clear Investment Research LLC 13F filings. Link to 13F filings: SEC filings |
