Clear Investment Research, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 2, 2024), Clear Investment Research, LLC reported 217 stock positions worth $74.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.3% of the portfolio, followed by Graphic Packaging (GPK, 8.0%) and iShares Core S&P Midcap ETF (IJH, 7.0%). Compared with Q4 2023, it opened 5 new positions, sold out of 56, added to 74 and reduced 59. The biggest buy was Fidelity Total Bond ETF (FBND, shares +81%) and the biggest sale an exit from Vngrd Mrgstr LRG-Cap ETF-Usd (VV).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0001635523
- Portfolio Value
- $74.3M (Q1 2024)
- SEC Filing
- 0001635523-24-000002 ↗ filed May 2, 2024
Holdings Value
Holdings 217 stocks · $74.3M
| IVV iShares Core S&P 500 ETF | 11.28% | 15,947 | $8.4M | Reduce -2.1% |
| GPK Graphic Packaging Holding Co. | 8.04% | 204,827 | $6.0M | Reduce -9.5% |
| IJH iShares Core S&P Midcap ETF | 6.95% | 85,046 | $5.2M | Reduce -11.2% |
| VNQ Vanguard Real Estate ETF | 5.64% | 48,505 | $4.2M | Add +8.1% |
| ANGL Vaneck Fallen Angel High YLD | 5.06% | 129,675 | $3.8M | Add +8.9% |
| IEFA iShares Core MSCI Eafe ETF | 4.22% | 42,257 | $3.1M | Reduce -1.4% |
| FBND Fidelity Total Bond ETF | 4.01% | 65,785 | $3.0M | Add +81.1% |
| SCHX Schwab US Large-Cap ETF | 3.54% | 42,436 | $2.6M | Reduce -0.2% |
| AAPL Apple Inc. | 3.41% | 14,777 | $2.5M | Add +1.4% |
| IJR iShares Core S&P Small-Cap E | 3.19% | 21,481 | $2.4M | Add +3.4% |
| IEMG iShares Core MSCI Emerging | 2.94% | 42,273 | $2.2M | Reduce -7.4% |
| LLY Eli Lilly & Co. | 2.71% | 2,591 | $2.0M | Reduce -1.2% |
| MSFT Microsoft Corp. | 2.22% | 3,925 | $1.7M | Reduce -1.0% |
| SCHO Schwab Short-Term US Treas | 2.14% | 33,049 | $1.6M | Add +20.2% |
| IVE iShares S&P 500 Value ETF | 1.76% | 7,015 | $1.3M | Reduce -1.5% |
| SCHM Schwab US Mid Cap ETF | 1.48% | 13,546 | $1.1M | Reduce -6.9% |
| IVW iShares S&P 500 Growth ETF | 1.48% | 13,048 | $1.1M | Reduce -8.0% |
| NVDA Nvidia Corp. | 1.22% | 1,005 | $908K | Reduce -4.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.15% | 16,014 | $854K | Add +9.2% |
| VEA Vanguard Ftse Developed ETF | 1.06% | 15,650 | $785K | Reduce -4.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.99% | 7,373 | $733K | Reduce -0.8% |
| SCHP Schwab U.S. Tips ETF | 0.94% | 13,371 | $697K | Add +4.2% |
| DLTR Dollar Tree Inc. | 0.93% | 5,200 | $692K | No change |
| SCHG Schwab US Large-Cap Growth | 0.90% | 7,216 | $669K | Reduce -0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.90% | 17,634 | $669K | Add +0.1% |
| TIP iShares Tips Bond ETF | 0.86% | 5,968 | $641K | Add +12.6% |
| SCHA Schwab US Small-Cap ETF | 0.81% | 12,295 | $605K | No change |
| SCHF Schwab Intl Equity ETF | 0.79% | 15,026 | $586K | No change |
| AMZN Amazon.com Inc. | 0.78% | 3,206 | $578K | Reduce -3.0% |
| FBCG Fidelity Blue Chip Grow ETF | 0.74% | 14,369 | $553K | Add +1884.7% |
| SCHV Schwab US Large-Cap Value | 0.71% | 6,927 | $526K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.70% | 6,732 | $523K | Add +0.2% |
| IWO iShares Russell 2000 Growth | 0.57% | 1,562 | $423K | Add +0.1% |
| IWN iShares Russell 2000 Value E | 0.50% | 2,341 | $372K | Add +1.6% |
| AGG iShares Core U.S. Aggregate | 0.48% | 3,647 | $357K | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 837 | $352K | Add +1.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.44% | 3,167 | $325K | Add +7.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.44% | 2,478 | $324K | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 0.43% | 2,139 | $323K | Add +1.6% |
| JNJ Johnson & Johnson | 0.41% | 1,916 | $303K | Add +1.2% |
| QUAL iShares MSCI USA Quality Fac | 0.39% | 1,785 | $293K | Reduce -3.8% |
| SPHQ Invesco S&P 500 Quality ETF | 0.39% | 4,839 | $292K | Add +0.6% |
| DFAI Dimensional International Co. | 0.36% | 8,862 | $268K | Reduce -0.0% |
| DGRO iShares Core Dividend Growth | 0.36% | 4,564 | $265K | Reduce -1.5% |
| R Ryder System Inc. | 0.35% | 2,136 | $257K | No change |
| LOW Lowe's Cos Inc. | 0.34% | 1,000 | $255K | No change |
| LDUR PIMCO Enhanced Low Duration | 0.30% | 2,359 | $224K | Add +0.1% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.30% | 3,945 | $223K | Add +0.1% |
| IYR iShares US Real Estate ETF | 0.28% | 2,333 | $210K | Add +3.5% |
| LRGF iShares US Equity Factor ETF | 0.28% | 3,818 | $205K | No change |
| IXUS iShares Core Intl Stock ETF | 0.28% | 3,019 | $205K | Reduce -10.1% |
| CVS CVS Health Corp. | 0.26% | 2,460 | $196K | Add +0.3% |
| PG The Procter & Gamble Co. | 0.26% | 1,208 | $196K | Reduce -15.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 432 | $192K | No change |
| SCHH Schwab US REIT ETF | 0.24% | 8,783 | $178K | Reduce -13.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 337 | $176K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.23% | 2,668 | $169K | Add +3.8% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.22% | 5,309 | $165K | Add +0.8% |
| WFC Wells Fargo & Co. | 0.21% | 2,734 | $158K | No change |
| SO The Southern Co. | 0.20% | 2,020 | $145K | Add +0.7% |
| IMCV iShares Morningstar Mid-Cap | 0.19% | 1,968 | $143K | Add +0.7% |
| SCHD Schwab US DVD Equity ETF | 0.18% | 1,670 | $135K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.16% | 1,041 | $121K | Add +3.7% |
| DFAT Dimensional US Target Value | 0.16% | 2,176 | $118K | Add +1.8% |
| EMB iShares JP Morgan Usd Emergi | 0.16% | 1,285 | $115K | Reduce -6.2% |
| AMAT Applied Materials Inc. | 0.15% | 555 | $114K | Reduce -8.7% |
| WMT Walmart Inc. | 0.15% | 1,836 | $111K | Reduce -0.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.14% | 4,255 | $107K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.14% | 2,248 | $107K | Add +1.2% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.14% | 2,061 | $104K | Add +5.6% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.14% | 2,528 | $103K | Add +5.2% |
| IWM iShares Russell 2000 ETF | 0.14% | 487 | $103K | Add +3.6% |
| SPLV Invesco S&P 500 Low Volatili | 0.14% | 1,545 | $102K | Add +0.3% |
| JHMM John Hancock Multi Fact Mid | 0.13% | 1,687 | $97K | Add +22.1% |
| TFC Truist Financial Corp. | 0.13% | 2,481 | $97K | No change |
| HD Home Depot Inc. | 0.12% | 235 | $90K | No change |
| LMT Lockheed Martin Corp. | 0.12% | 191 | $87K | Add +101.0% |
| USO United States Oil Fund LP | 0.12% | 1,101 | $87K | Add +6.5% |
| IAU iShares Gold Trust | 0.12% | 2,062 | $87K | Reduce -0.6% |
| IWF iShares Russell 1000 Growth | 0.12% | 257 | $87K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.11% | 1,107 | $85K | No change |
| SOXX iShares Semiconductor ETF | 0.11% | 363 | $82K | No change |
| AMD Advanced Micro Devices | 0.11% | 437 | $79K | Add +7.4% |
| CDNS Cadence Design SYS Inc. | 0.10% | 250 | $78K | No change |
| AVGO Broadcom Inc. | 0.10% | 57 | $76K | Reduce -19.7% |
| TSLA Tesla Inc. | 0.10% | 422 | $74K | Add +50.2% |
| BBY Best Buy Co. Inc. | 0.10% | 900 | $74K | No change |
| HDV iShares Core High Dividend E | 0.10% | 650 | $72K | Reduce -5.3% |
| SNPS Synopsys Inc. | 0.10% | 125 | $71K | Reduce -10.7% |
| PFE Pfizer Inc. | 0.09% | 2,391 | $66K | No change |
| FIS Fidelity National Info Serv | 0.09% | 877 | $65K | No change |
| TBLL Invesco Short Term Treasury | 0.09% | 609 | $64K | Add +1.3% |
| KO The Coca-Cola Co. | 0.08% | 951 | $58K | Reduce -0.2% |
| FPXI First Trust International Eq | 0.07% | 1,186 | $55K | No change |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.07% | 1,751 | $55K | New |
| NFLX Netflix Inc. | 0.07% | 89 | $54K | Add +2.3% |
| PEP Pepsico Inc. | 0.07% | 308 | $54K | Reduce -0.3% |
| GE General Electric | 0.07% | 300 | $53K | No change |
| MDT Medtronic PLC | 0.07% | 600 | $52K | No change |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.07% | 1,945 | $50K | Reduce -11.4% |
Portfolio Sells Q4 2023 → Q1 2024
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.70 |
| SPTI SS SPDR P Int Term TSY ETF | Sold out | 0.00% | −0.68 |
| IGIB iShares 5-10Y Inv Grade Corp. | Sold out | 0.00% | −0.59 |
| IJH iShares Core S&P Midcap ETF | Reduce -11.2% | 6.95% | −0.52 |
| SPMB SS SPDR P Mort Back Bond ETF | Sold out | 0.00% | −0.46 |
| IEMG iShares Core MSCI Emerging | Reduce -7.4% | 2.94% | −0.32 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.17 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.14 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.12 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.12 |
| SCHK Schwab 1000 Index ETF | Sold out | 0.00% | −0.12 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.09 |
| IGOV iShares International Treasu | Reduce -51.5% | 0.05% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -6.9% | 1.48% | −0.06 |
| SCHH Schwab US REIT ETF | Reduce -13.9% | 0.24% | −0.06 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.3% | 1.06% | −0.05 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -0.8% | 0.99% | −0.05 |
| XT Ishar Fture Exp Tech ETF-Usd | Sold out | 0.00% | −0.05 |
| KOMP SS SPDR S&P Kensho Ne Comp | Sold out | 0.00% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -83.8% | 0.01% | −0.03 |
| IXUS iShares Core Intl Stock ETF | Reduce -10.1% | 0.28% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -15.6% | 0.26% | −0.03 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.4% | 4.22% | −0.03 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.02 |
| ITW Illinois Tool Works | Reduce -84.7% | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.02 |
| PAYX Paychex Inc. | Reduce -35.8% | 0.03% | −0.02 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.02 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -8.0% | 1.48% | −0.02 |
| EMB iShares JP Morgan Usd Emergi | Reduce -6.2% | 0.16% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -10.9% | 0.06% | −0.02 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Sold out | 0.00% | −0.02 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.02 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.01 |
| MCD McDonald's Corp. | Reduce -17.2% | 0.04% | −0.01 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.01 |
| SBUX Starbucks Corp. | Reduce -15.7% | 0.04% | −0.01 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.01 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.01 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.01 |
| KDP Keurig Dr Pepper Inc. | Sold out | 0.00% | −0.01 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.01 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.01 |
| LIN Linde PLC | Sold out | 0.00% | −0.01 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.01 |
| CRM Salesforce Inc. | Reduce -70.7% | 0.00% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| FBND Fidelity Total Bond ETF | Add +81.1% | 4.01% | +1.66 |
| FBCG Fidelity Blue Chip Grow ETF | Add +1884.7% | 0.74% | +0.71 |
| SCHO Schwab Short-Term US Treas | Add +20.2% | 2.14% | +0.27 |
| ANGL Vaneck Fallen Angel High YLD | Add +8.9% | 5.06% | +0.24 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +9.2% | 1.15% | +0.14 |
| CGUS Cap Group Core Equity | New | 0.07% | +0.07 |
| BAC Bank of America Corp. | Add +0.1% | 0.90% | +0.06 |
| CGGR Cap Group Growth Equity | New | 0.06% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 0.47% | +0.06 |
| VNQ Vanguard Real Estate ETF | Add +8.1% | 5.64% | +0.06 |
| TIP iShares Tips Bond ETF | Add +12.6% | 0.86% | +0.06 |
| LMT Lockheed Martin Corp. | Add +101.0% | 0.12% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +3.4% | 3.19% | +0.03 |
| JHMM John Hancock Multi Fact Mid | Add +22.1% | 0.13% | +0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.6% | 0.39% | +0.03 |
| AMD Advanced Micro Devices | Add +7.4% | 0.11% | +0.02 |
| XOM Exxon Mobil Corp. | Add +3.7% | 0.16% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 0.43% | +0.02 |
| USO United States Oil Fund LP | Add +6.5% | 0.12% | +0.02 |
| META Meta Platforms Inc. Class A | Add +4.3% | 0.06% | +0.02 |
| IWO iShares Russell 2000 Growth | Add +0.1% | 0.57% | +0.02 |
| NFLX Netflix Inc. | Add +2.3% | 0.07% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +7.3% | 0.44% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +17.8% | 0.05% | +0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +2.0% | 0.44% | +0.01 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +5.2% | 0.14% | +0.01 |
| IMCV iShares Morningstar Mid-Cap | Add +0.7% | 0.19% | +0.01 |
| IMTM iShares MSCI Intl Momentum F | Add +13.6% | 0.03% | +0.01 |
| PH Parker Hannifin Corp. | New | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +3.6% | 0.14% | +0.01 |
| TDG Transdigm Group Inc. | New | 0.01% | +0.01 |
| PSX Phillips 66 | Add +0.7% | 0.03% | +0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Add +3.8% | 0.23% | +0.00 |
| TQQQ Proshares Ultrapro QQQ | Add +2.7% | 0.02% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +0.1% | 0.18% | +0.00 |
| BLK BlackRock Finance Inc. | Add +25.0% | 0.01% | +0.00 |
| DFAT Dimensional US Target Value | Add +1.8% | 0.16% | +0.00 |
| TSLA Tesla Inc. | Add +50.2% | 0.10% | +0.00 |
| SLV iShares Silver Trust | Add +2.5% | 0.06% | +0.00 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +0.3% | 0.02% | +0.00 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +5.6% | 0.14% | +0.00 |
| WM Waste Management Inc. | Add +50.0% | 0.00% | +0.00 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.3% | 0.14% | +0.00 |
| SMOT Vaneck Morningstar Smid Moat | Add +0.5% | 0.03% | +0.00 |
| ECL Ecolab Inc. | Add +6.3% | 0.01% | +0.00 |
| F Ford Motor Co. | Add +2.9% | 0.01% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.5% | 0.02% | +0.00 |
| COIN Coinbase Global Inc. Class A | Add +100.0% | 0.00% | +0.00 |
| ABNB Airbnb Inc. Class A | Add +14.3% | 0.00% | +0.00 |
| CELH Celsius Holdings Inc. | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 57 | $64.2M | IVV, EDV, FBND, SCHX, LLY |
| Q1 2026 | 241 | $63.9M | IVV, EDV, FBND, SCHX, LLY |
| Q4 2025 | 51 | $60.3M | IVV, EDV, FBND, SCHX, LLY |
| Q3 2025 | 252 | $74.6M | IVV, EDV, FBND, AAPL, GPK |
| Q2 2025 | 230 | $79.3M | IVV, GPK, EDV, FBND, AAPL |
| Q1 2025 | 226 | $74.9M | IVV, EDV, GPK, FBND, AAPL |
| Q4 2024 | 225 | $77.7M | IVV, EDV, GPK, AAPL, FBND |
| Q3 2024 | 223 | $76.9M | IVV, EDV, GPK, FBND, AAPL |
| Q2 2024 | 208 | $76.7M | IVV, GPK, IJH, VNQ, ANGL |
| Q1 2024 | 217 | $74.3M | IVV, GPK, IJH, VNQ, ANGL |