Q4 2025 · 13F-HR
CLEAR INVESTMENT RESEARCH, LLCholdings as filed
Filed 2026-02-09 · accession 0001635523-26-000001
$60.3M
Reported value
51
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | ISHARES TR | $8.1M | 13.4% | 11,788 | Common | SOLE |
| 921910709 | EDV | VANGUARD WORLD FD | $5.4M | 9.01% | 83,580 | Common | SOLE |
| 316188309 | FBND | FIDELITY MERRIMACK STR TR | $4.5M | 7.41% | 97,039 | Common | SOLE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $3.0M | 5.03% | 112,662 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $2.9M | 4.86% | 2,723 | Common | SOLE |
| 388689101 | GPK | GRAPHIC PACKAGING HLDG CO | $2.8M | 4.67% | 186,865 | Common | SOLE |
| 464287507 | IJH | ISHARES TR | $1.8M | 3.04% | 27,759 | Common | SOLE |
| 92189F437 | ANGL | VANECK ETF TRUST | $1.8M | 3.02% | 61,921 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $1.7M | 2.80% | 6,200 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.5M | 2.46% | 3,064 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $1.4M | 2.34% | 22,623 | Common | SOLE |
| 316092352 | FBCG | FIDELITY COVINGTON TRUST | $1.4M | 2.31% | 25,423 | Common | SOLE |
| 78464A847 | SPMD | SPDR SERIES TRUST | $1.3M | 2.23% | 23,260 | Common | SOLE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $1.3M | 2.12% | 52,387 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $1.2M | 2.01% | 10,079 | Common | SOLE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $1.2M | 1.99% | 39,901 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.1M | 1.86% | 6,021 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $1.1M | 1.77% | 11,909 | Common | SOLE |
| 464287432 | TLT | ISHARES TR | $962,754 | 1.60% | 11,046 | Common | SOLE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $961,835 | 1.60% | 36,309 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $932,448 | 1.55% | 16,954 | Common | SOLE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $871,411 | 1.45% | 26,714 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $776,364 | 1.29% | 2,480 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $705,386 | 1.17% | 3,056 | Common | SOLE |
| 72201R866 | MUNI | PIMCO ETF TR | $651,443 | 1.08% | 12,430 | Common | SOLE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $649,145 | 1.08% | 22,793 | Common | SOLE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $604,310 | 1.00% | 20,409 | Common | SOLE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $604,029 | 1.00% | 25,126 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $550,880 | 0.91% | 8,195 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $533,449 | 0.89% | 6,572 | Common | SOLE |
| 46428Q109 | SLV | ISHARES SILVER TR | $531,207 | 0.88% | 8,246 | Common | SOLE |
| 46429B747 | STIP | ISHARES TR | $520,209 | 0.86% | 5,081 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $508,525 | 0.84% | 4,126 | Common | SOLE |
| 464287408 | IVE | ISHARES TR | $505,171 | 0.84% | 2,382 | Common | SOLE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $487,510 | 0.81% | 5,509 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $483,549 | 0.80% | 962 | Common | SOLE |
| 783549108 | R | RYDER SYS INC | $401,345 | 0.67% | 2,097 | Common | SOLE |
| 46432F339 | QUAL | ISHARES TR | $377,865 | 0.63% | 1,902 | Common | SOLE |
| 25434V203 | DFAI | DIMENSIONAL ETF TRUST | $363,840 | 0.60% | 9,547 | Common | SOLE |
| 46137V241 | SPHQ | INVESCO EXCHANGE TRADED FD T | $361,137 | 0.60% | 4,812 | Common | SOLE |
| 46434V621 | DGRO | ISHARES TR | $360,831 | 0.60% | 5,198 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $357,633 | 0.59% | 2,012 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $350,157 | 0.58% | 570 | Common | SOLE |
| 464288513 | HYG | ISHARES TR | $348,234 | 0.58% | 4,319 | Common | SOLE |
| 74347X831 | TQQQ | PROSHARES TR | $328,379 | 0.54% | 6,229 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $317,093 | 0.53% | 465 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $286,182 | 0.47% | 4,094 | Common | SOLE |
| 46432F834 | IXUS | ISHARES TR | $261,335 | 0.43% | 3,088 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $260,878 | 0.43% | 2,342 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $234,281 | 0.39% | 677 | Common | SOLE |
| 464287176 | TIP | ISHARES TR | $229,652 | 0.38% | 2,089 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.