HoldingsChannel.com
All Stocks Held By Clear Investment Research LLC
As of  03/31/2020
   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (HYG) 61,431 -1,125 $4,735
     HYG61,431-1,125$4,735
ISHARES TR (IVV) 14,414 +192 $3,725
     IVV14,414+192$3,725
ISHARES TR (IJH) 25,697 +3,700 $3,697
     IJH25,697+3,700$3,697
ISHARES TR (IEFA) 54,177 +1,945 $2,703
     IEFA54,177+1,945$2,703
ISHARES TR (IJR) 43,452 +9,655 $2,438
     IJR43,452+9,655$2,438
WISDOMTREE TR 78,624 +8,543 $2,322
     ELD78,624+8,543$2,322
ISHARES INC (IEMG) 52,026 +4,756 $2,106
     IEMG52,026+4,756$2,106
ISHARES TR (TIP) 14,397 -2,794 $1,698
     TIP14,397-2,794$1,698
VANGUARD INDEX FDS (VNQ) 21,995 +1,823 $1,536
     VNQ21,995+1,823$1,536
ISHARES TR (IVW) 6,810 -97 $1,124
     IVW6,810-97$1,124
GRAPHIC PACKAGING HLDG CO 90,845 +76,449 $1,108
     GPK90,845+76,449$1,108
SCWAB STRATEGIC TR 17,759 +13 $1,088
     SCHX17,759+13$1,088
ISHARES TR (IVE) 10,307 +443 $992
     IVE10,307+443$992
ISHARES (EEMV) 17,138 +103 $804
     EEMV17,138+103$804
ISHARES TR (AGG) 6,146 +2 $709
     AGG6,146+2$709
INVESCO EXCHNG TRADED FD TR (SPLV) 14,273 +2,674 $670
     SPLV14,273+2,674$670
ISHARES TR (MTUM) 4,412 +1,148 $470
     MTUM4,412+1,148$470
SCWAB STRATEGIC TR 18,164 +12 $469
     SCHF18,164+12$469
SCWAB STRATEGIC TR 10,894 -3 $459
     SCHM10,894-3$459
ISHARES TR (IWO) 2,718 +3 $430
     IWO2,718+3$430
BANK AMER CORP 18,177 UNCH $386
     BAC18,177UNCH$386
LILLY ELI & CO 2,627 UNCH $364
     LLY2,627UNCH$364
VANGUARD BD INDEX FD INC (BSV) 3,721 -51 $306
     BSV3,721-51$306
SCWAB STRATEGIC TR 5,815 UNCH $300
     SCHA5,815UNCH$300
APPLE INC 1,013 UNCH $298
     AAPL1,013UNCH$298
ISHARES TR (IXUS) 5,897 -114 $277
     IXUS5,897-114$277
ISHARES TR (IJS) 2,710 +647 $271
     IJS2,710+647$271
ISHARES TR (TLT) 1,644 -483 $271
     TLT1,644-483$271
ISHARES TR (IJT) 1,960 +247 $270
     IJT1,960+247$270
ISHARES TR (ISTB) 4,894 -157 $247
     ISTB4,894-157$247
ISHARES TR (EMB) 2,356 +10 $228
     EMB2,356+10$228
FIDELITY 4,213 UNCH $218
     FBND4,213UNCH$218
SCWAB STRATEGIC TR 4,888 UNCH $216
     SCHV4,888UNCH$216
SCWAB STRATEGIC TR 2,614 UNCH $208
     SCHG2,614UNCH$208
SCWAB STRATEGIC TR 9,892 -6 $205
     SCHE9,892-6$205
PIMCO ETF TR (LDUR) 2,037 UNCH $202
     LDUR2,037UNCH$202
ISHARES TR (IWN) 2,373 +1 $195
     IWN2,373+1$195
ISHARES TR (IYR) 2,793 +6 $194
     IYR2,793+6$194
INVESCO EXCHANGE TRADED FD TR (SPMO) 4,932 UNCH $178
     SPMO4,932UNCH$178
ISHARES TR (SCZ) 3,272 +545 $147
     SCZ3,272+545$147
ISHARES TR (IWP) 1,154 UNCH $140
     IWP1,154UNCH$140
ISHARES TR (LRGF) 5,177 +4,578 $137
     LRGF5,177+4,578$137
INVESCO EXCHANGE TRADED FD T (SPHQ) 4,469 UNCH $134
     SPHQ4,469UNCH$134
SOUTHERN CO 2,250 UNCH $122
     SO2,250UNCH$122
ISHARES US ETF TR (NEAR) 2,468 -23,880 $120
     NEAR2,468-23,880$120
ISHARES TR (QUAL) 1,482 -46 $120
     QUAL1,482-46$120
BARCLAYS BK PLC 6,650 UNCH $110
     DJP6,650UNCH$110
FIDELITY NATL INFORMATION SV 875 UNCH $107
     FIS875UNCH$107
PIMCO EFT TR 1,239 UNCH $106
     HYS1,239UNCH$106
SCWAB STRATEGIC TR 30,004 UNCH $98
     SCHH30,004UNCH$98
TRUIST FINL CORP 3,000 UNCH $93
     TFC3,000UNCH$93
BERSHIRE HATHAWAY INC DEL      $91
     BRK.B500UNCH$91
MICROSOFT CORP 574 +51 $91
     MSFT574+51$91
HOME DEPOT INC 456 UNCH $85
     HD456UNCH$85
AMAZON COM INC 42 UNCH $82
     AMZN42UNCH$82
SCWAB STRATEGIC TR 3,321 -4 $81
     SCHC3,321-4$81
PROCTOR AND GAMBLE CO 728 UNCH $80
     PG728UNCH$80
ISHARES TR (IGOV) 1,495 +7 $74
     IGOV1,495+7$74
ISHARES TR (LQD) 595 +2 $74
     LQD595+2$74
JOHNSON & JOHNSON 540 +1 $71
     JNJ540+1$71
ISHARES TR (IWM) 582 -80 $67
     IWM582-80$67
INVESCO EXCHANGE TRADED FD TR (IDLV) 2,145 -9 $56
     IDLV2,145-9$56
INVESCO EXCHANGE TRADED FD TR (IDMO) 2,420 UNCH $56
     IDMO2,420UNCH$56
INVESCO EXCHNG TRADED FD TR (PXH) 3,651 -215 $56
     PXH3,651-215$56
RYDER SYS INC 2,136 UNCH $56
     R2,136UNCH$56
WELLS FARGO CO NEW 1,776 UNCH $51
     WFC1,776UNCH$51
AT&T 1,648 UNCH $48
     T1,648UNCH$48
NVIDIA CORP 155 UNCH $41
     NVDA155UNCH$41
INTEL CORP 730 +4 $40
     INTC730+4$40
ISHARES TR (DGRO) 794 +113 $26
     DGRO794+113$26
APPLIED MATLS INC 555 UNCH $25
     AMAT555UNCH$25
ISHARES TR (EFAV) 368 +7 $23
     EFAV368+7$23
ISHARES TR (HDV) 283 UNCH $20
     HDV283UNCH$20
INVESCO EXCHNG TRADED FD TR (PCY) 829 -16 $20
     PCY829-16$20
SCWAB STRATEGIC TR 341 -5 $20
     SCHP341-5$20
ALIBABA GROUP HLDG LTD 100 UNCH $19
     BABA100UNCH$19
EXXON MOBIL CORP 508 +1 $19
     XOM508+1$19
VISA INC 114 UNCH $18
     V114UNCH$18
CADENCE DESIGN SYSTEM INC 250 UNCH $17
     CDNS250UNCH$17
ALPHABET INC 15 UNCH $17
     GOOGL15UNCH$17
SYNOPSYS INC 125 +98 $16
     SNPS125+98$16
PAYCOM SOFTWARE INC 68 +18 $14
     PAYC68+18$14
ISHARES TR (IWR) 288 -337 $12
     IWR288-337$12
ISHARES TR (ACWX) 296 UNCH $11
     ACWX296UNCH$11
INVESCO LTD 1,200 -300 $11
     IVZ1,200-300$11
XILINX INC 140 UNCH $11
     XLNX140UNCH$11
DBX ETF TR (HYLB) 221 -10 $10
     HYLB221-10$10
INVESCO EXCHNG TRADED FD TR (PGHY) 516 UNCH $10
     PGHY516UNCH$10
ESSENTIAL PPTYS RLTY TR INC 504 +4 $7
     EPRT504+4$7
ALPHABET INC 5 UNCH $6
     GOOG5UNCH$6
DISNEY WALT CO 50 UNCH $5
     DIS50UNCH$5
ISHARES TR (INTF) 254 UNCH $5
     INTF254UNCH$5
LEVI STRAUSS & CO NEW 300 UNCH $4
     LEVI300UNCH$4
CONAGRA BANDS INC 99 -59 $3
     CAG99-59$3
HP INC 199 +2 $3
     HPQ199+2$3
ISHARES TR (ACWI) 33 UNCH $2
     ACWI33UNCH$2
BOEING CO 10 UNCH $2
     BA10UNCH$2
HEWLETT PACKARD ENTERPRISE C 184 +2 $2
     HPE184+2$2
LAMB WESTON HLDGS INC 30 UNCH $2
     LW30UNCH$2
STARBUCKS CORP 27 UNCH $2
     SBUX27UNCH$2
CNH INDL N V 167 UNCH $1
     CNHI167UNCH$1
NETFLIX INC 3 UNCH $1
     NFLX3UNCH$1
SCWAB STRATEGIC TR 15 UNCH $1
     SCHB15UNCH$1
UBER TECHNOLOGIES INC 24 +14 $1
     UBER24+14$1
VANGUARD INDEX FDS (VTI) 6 UNCH $1
     VTI6UNCH$1
VIAD CORP 42 UNCH $1
     VVI42UNCH$1
VANECK VECTORS ETF TR (ANGL) 6 +6 <$1
     ANGL6+6$0
CANNAE HLDGS INC 1 UNCH <$1
     CNNE1UNCH$0
DXC TECHNOLOGY CO 14 UNCH <$1
     DXC14UNCH$0
ISHARES (FILL) 10 UNCH <$1
     FILL10UNCH$0
ISHARES (FM) 9 UNCH <$1
     FM9UNCH$0
FIDELITY NATIONAL FINANCIAL 3 UNCH <$1
     FNF3UNCH$0
MONEYGRAM INTL INC 18 UNCH <$1
     MGI18UNCH$0
MICRO FOCUS INTERNATIONAL PL      <$1
     SPON ADR NEW19UNCH$0
PERSPECTA INC 7 UNCH <$1
     PRSP7UNCH$0
SCWAB STRATEGIC TR 3 +3 <$1
     SCHD3+3$0
SNAP INC 20 +15 <$1
     SNAP20+15$0
SPDR SERIES TRUST (TFI) 4 UNCH <$1
     TFI4UNCH$0
VANGUARD WORLD FDS (VDE) 1 UNCH <$1
     VDE1UNCH$0
VANGUARD TAX MANAGED INTL FD (VEA) 12 UNCH <$1
     VEA12UNCH$0
VANGUARD GROUP (VIG) 1 UNCH <$1
     VIG1UNCH$0
VANGUARD MUN BD FD (VTEB) 1 UNCH <$1
     VTEB1UNCH$0
VANGUARD INTL EQUITY INDEX F (VWO) 11 UNCH <$1
     VWO11UNCH$0
SELECT SECTOR SPDR TR (XLE) 3 +0 $0
     XLE3UNCH$0
SOUTHWESTERN ENERGY CO $0 (exited)
     SWN0-33$0

See Summary: Clear Investment Research LLC Top Holdings
See Details: Top 10 Stocks Held By Clear Investment Research LLC

EntityShares/Amount
Change
Position Value
Change
ANGL +6$UNCH
SCHD +3$UNCH
EntityShares/Amount
Change
Position Value
Change
XLE -3$UNCH
SWN -33$UNCH
EntityShares/Amount
Change
Position Value
Change
GPK +76,449+$868
IJR +9,655-$396
ELD +8,543-$484
IEMG +4,756-$435
LRGF +4,578+$116
IJH +3,700-$830
SPLV +2,674-$7
IEFA +1,945-$705
VNQ +1,823-$336
MTUM +1,148+$60
EntityShares/Amount
Change
Position Value
Change
NEAR -23,880-$13
TIP -2,794-$306
HYG -1,125-$766
TLT -483-$17
IWR -337-$25
IVZ -300-$16
PXH -215-$30
ISTB -157-$8
IXUS -114-$95
Size ($ in 1000's)
At 03/31/2020: $41,119
At 12/31/2019: $48,422

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

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