Clear Investment Research, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Clear Investment Research, LLC reported 208 stock positions worth $76.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.7% of the portfolio, followed by Graphic Packaging (GPK, 7.3%) and iShares Core S&P Midcap ETF (IJH, 6.8%). Compared with Q1 2024, it opened 3 new positions, sold out of 12, added to 82 and reduced 39. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0001635523
- Portfolio Value
- $76.7M (Q2 2024)
- SEC Filing
- 0001635523-24-000003 ↗ filed Aug 8, 2024
Holdings Value
Holdings 208 stocks · $76.7M
| IVV iShares Core S&P 500 ETF | 11.66% | 16,341 | $8.9M | Add +2.5% |
| GPK Graphic Packaging Holding Co. | 7.28% | 213,181 | $5.6M | Add +4.1% |
| IJH iShares Core S&P Midcap ETF | 6.81% | 89,293 | $5.2M | Add +5.0% |
| VNQ Vanguard Real Estate ETF | 5.30% | 48,555 | $4.1M | Add +0.1% |
| ANGL Vaneck Fallen Angel High YLD | 4.97% | 134,617 | $3.8M | Add +3.8% |
| FBND Fidelity Total Bond ETF | 4.19% | 71,464 | $3.2M | Add +8.6% |
| AAPL Apple Inc. | 4.09% | 14,902 | $3.1M | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 3.71% | 26,715 | $2.8M | Add +24.4% |
| IEFA iShares Core MSCI Eafe ETF | 3.63% | 38,293 | $2.8M | Reduce -9.4% |
| SCHX Schwab US Large-Cap ETF | 3.57% | 42,668 | $2.7M | Add +0.6% |
| LLY Eli Lilly & Co. | 3.06% | 2,590 | $2.3M | Reduce -0.0% |
| IEMG iShares Core MSCI Emerging | 2.58% | 36,949 | $2.0M | Reduce -12.6% |
| SCHO Schwab Short-Term US Treas | 2.55% | 40,599 | $2.0M | Add +22.8% |
| MSFT Microsoft Corp. | 2.34% | 4,021 | $1.8M | Add +2.5% |
| IVE iShares S&P 500 Value ETF | 1.77% | 7,463 | $1.4M | Add +6.4% |
| IVW iShares S&P 500 Growth ETF | 1.54% | 12,756 | $1.2M | Reduce -2.2% |
| SCHM Schwab US Mid Cap ETF | 1.37% | 13,548 | $1.1M | Add +0.0% |
| NVDA Nvidia Corp. | 1.36% | 8,438 | $1.0M | Reduce -16.0% |
| SCHP Schwab U.S. Tips ETF | 1.29% | 19,086 | $993K | Add +42.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.08% | 16,079 | $825K | Add +0.4% |
| FBCG Fidelity Blue Chip Grow ETF | 1.03% | 18,704 | $794K | Add +30.2% |
| VEA Vanguard Ftse Developed ETF | 1.02% | 15,796 | $781K | Add +0.9% |
| STIP iShares 0-5 Year Tips Bond E | 0.96% | 7,403 | $737K | Add +0.4% |
| SCHG Schwab US Large-Cap Growth | 0.94% | 7,158 | $722K | Reduce -0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.91% | 17,606 | $700K | Reduce -0.2% |
| TIP iShares Tips Bond ETF | 0.83% | 5,994 | $640K | Add +0.4% |
| AMZN Amazon.com Inc. | 0.81% | 3,227 | $624K | Add +0.7% |
| SCHA Schwab US Small-Cap ETF | 0.76% | 12,297 | $583K | Add +0.0% |
| SCHF Schwab Intl Equity ETF | 0.75% | 15,039 | $578K | Add +0.1% |
| DLTR Dollar Tree Inc. | 0.72% | 5,200 | $555K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.72% | 7,115 | $549K | Add +5.7% |
| SCHV Schwab US Large-Cap Value | 0.67% | 6,927 | $513K | No change |
| GOOGL Alphabet Inc. Class A | 0.54% | 2,252 | $410K | Add +5.3% |
| IWO iShares Russell 2000 Growth | 0.52% | 1,532 | $402K | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 900 | $366K | Add +7.5% |
| AGG iShares Core U.S. Aggregate | 0.46% | 3,654 | $355K | Add +0.2% |
| IWN iShares Russell 2000 Value E | 0.46% | 2,303 | $351K | Reduce -1.6% |
| SPHQ Invesco S&P 500 Quality ETF | 0.40% | 4,841 | $308K | Add +0.0% |
| DGRO iShares Core Dividend Growth | 0.40% | 5,266 | $303K | Add +15.4% |
| QUAL iShares MSCI USA Quality Fac | 0.39% | 1,740 | $297K | Reduce -2.5% |
| DFAI Dimensional International Co. | 0.38% | 9,896 | $294K | Add +11.7% |
| JNJ Johnson & Johnson | 0.36% | 1,869 | $273K | Reduce -2.5% |
| R Ryder System Inc. | 0.34% | 2,136 | $265K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 552 | $264K | Add +27.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 463 | $252K | Add +37.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.30% | 3,966 | $227K | Add +0.5% |
| LDUR PIMCO Enhanced Low Duration | 0.29% | 2,354 | $223K | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 0.29% | 1,000 | $220K | No change |
| LRGF iShares US Equity Factor ETF | 0.28% | 3,818 | $213K | No change |
| IXUS iShares Core Intl Stock ETF | 0.27% | 3,057 | $207K | Add +1.3% |
| PG The Procter & Gamble Co. | 0.26% | 1,191 | $197K | Reduce -1.4% |
| IYR iShares US Real Estate ETF | 0.26% | 2,239 | $196K | Reduce -4.0% |
| IAU iShares Gold Trust | 0.26% | 4,454 | $196K | Add +116.0% |
| SCHH Schwab US REIT ETF | 0.23% | 8,783 | $175K | No change |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.22% | 5,158 | $165K | Reduce -2.8% |
| WFC Wells Fargo & Co. | 0.21% | 2,734 | $162K | No change |
| WMT Walmart Inc. | 0.21% | 2,394 | $162K | Add +30.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.21% | 2,629 | $162K | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 0.21% | 1,403 | $162K | Add +34.8% |
| SO The Southern Co. | 0.20% | 2,015 | $156K | Reduce -0.3% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.20% | 3,730 | $150K | Add +47.5% |
| CVS CVS Health Corp. | 0.19% | 2,442 | $144K | Reduce -0.7% |
| IMCV iShares Morningstar Mid-Cap | 0.19% | 2,023 | $142K | Add +2.8% |
| SCHD Schwab US DVD Equity ETF | 0.17% | 1,723 | $134K | Add +3.2% |
| AMAT Applied Materials Inc. | 0.17% | 555 | $131K | No change |
| USO United States Oil Fund LP | 0.16% | 1,589 | $126K | Add +44.3% |
| LMT Lockheed Martin Corp. | 0.16% | 261 | $122K | Add +36.6% |
| EMB iShares JP Morgan Usd Emergi | 0.15% | 1,341 | $119K | Add +4.4% |
| DFAT Dimensional US Target Value | 0.15% | 2,235 | $116K | Add +2.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.15% | 4,255 | $113K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.14% | 2,242 | $106K | Reduce -0.3% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.14% | 2,100 | $106K | Add +1.9% |
| SPLV Invesco S&P 500 Low Volatili | 0.13% | 1,563 | $102K | Add +1.2% |
| SOXX iShares Semiconductor ETF | 0.13% | 411 | $101K | Add +13.2% |
| TFC Truist Financial Corp. | 0.13% | 2,481 | $96K | No change |
| SLV iShares Silver Trust | 0.13% | 3,623 | $96K | Add +93.3% |
| JHMM John Hancock Multi Fact Mid | 0.12% | 1,721 | $95K | Add +2.0% |
| IWF iShares Russell 1000 Growth | 0.12% | 257 | $94K | No change |
| AVGO Broadcom Inc. | 0.12% | 57 | $92K | No change |
| IWM iShares Russell 2000 ETF | 0.12% | 444 | $90K | Reduce -8.8% |
| BSV Vanguard Short-Term Bond ETF | 0.11% | 1,107 | $85K | No change |
| HD Home Depot Inc. | 0.11% | 236 | $82K | Add +0.4% |
| TSLA Tesla Inc. | 0.10% | 404 | $80K | Reduce -4.3% |
| CDNS Cadence Design SYS Inc. | 0.10% | 250 | $77K | No change |
| BBY Best Buy Co. Inc. | 0.10% | 900 | $76K | No change |
| SNPS Synopsys Inc. | 0.10% | 125 | $74K | No change |
| AMD Advanced Micro Devices | 0.09% | 433 | $70K | Reduce -0.9% |
| PFE Pfizer Inc. | 0.09% | 2,391 | $67K | No change |
| FIS Fidelity National Info Serv | 0.09% | 877 | $66K | No change |
| TBLL Invesco Short Term Treasury | 0.08% | 617 | $65K | Add +1.3% |
| HDV iShares Core High Dividend E | 0.08% | 586 | $64K | Reduce -9.8% |
| META Meta Platforms Inc. Class A | 0.08% | 120 | $61K | Add +25.0% |
| NFLX Netflix Inc. | 0.08% | 89 | $60K | No change |
| KO The Coca-Cola Co. | 0.08% | 915 | $58K | Reduce -3.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.07% | 1,755 | $57K | Add +0.2% |
| FPXI First Trust International Eq | 0.07% | 1,186 | $56K | No change |
| PEP Pepsico Inc. | 0.07% | 311 | $51K | Add +1.0% |
| CGGR Cap Group Growth Equity | 0.06% | 1,481 | $49K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.06% | 1,348 | $48K | No change |
| GE General Electric filed as GE AEROSPACE | 0.06% | 300 | $48K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| IEFA iShares Core MSCI Eafe ETF | Reduce -9.4% | 3.63% | −0.59 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.44 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -99.8% | 0.00% | −0.44 |
| IEMG iShares Core MSCI Emerging | Reduce -12.6% | 2.58% | −0.36 |
| CVS CVS Health Corp. | Reduce -0.7% | 0.19% | −0.08 |
| JNJ Johnson & Johnson | Reduce -2.5% | 0.36% | −0.05 |
| IWO iShares Russell 2000 Growth | Reduce -1.9% | 0.52% | −0.04 |
| IWN iShares Russell 2000 Value E | Reduce -1.6% | 0.46% | −0.04 |
| IYR iShares US Real Estate ETF | Reduce -4.0% | 0.26% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -8.8% | 0.12% | −0.02 |
| CGXU Cap Group Intl Focus | Reduce -24.8% | 0.05% | −0.02 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.02 |
| ALB Albemarle Corp. | Reduce -91.3% | 0.00% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -1.5% | 0.21% | −0.02 |
| AMD Advanced Micro Devices | Reduce -0.9% | 0.09% | −0.01 |
| PAYC Paycom Software Inc. | Reduce -30.6% | 0.01% | −0.01 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -63.2% | 0.01% | −0.01 |
| HDV iShares Core High Dividend E | Reduce -9.8% | 0.08% | −0.01 |
| TAN Invesco Solar ETF | Sold out | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -18.9% | 0.05% | −0.01 |
| LDUR PIMCO Enhanced Low Duration | Reduce -0.2% | 0.29% | −0.01 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -98.0% | 0.00% | −0.01 |
| LEVI Levi Strauss & Co. Class A | Sold out | 0.00% | −0.01 |
| V Visa Inc. Class A | Reduce -4.4% | 0.05% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 0.26% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.5% | 0.39% | −0.01 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -2.8% | 0.22% | −0.01 |
| LAC Lithium Americas Corp. | Sold out | 0.00% | −0.01 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -0.3% | 0.14% | −0.01 |
| LAR Lithium Americas Argentina C | Sold out | 0.00% | −0.00 |
| ARKK ARK Innovation ETF | Sold out | 0.00% | −0.00 |
| CVX Chevron Corp. | Reduce -1.1% | 0.06% | −0.00 |
| KO The Coca-Cola Co. | Reduce -3.8% | 0.08% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -58.8% | 0.00% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -3.0% | 0.03% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -31.1% | 0.00% | −0.00 |
| F Ford Motor Co. | Reduce -6.4% | 0.01% | −0.00 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.00 |
| KR Kroger Co. | Sold out | 0.00% | −0.00 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.00 |
| ADBE Adobe Inc. | Reduce -7.5% | 0.05% | −0.00 |
| TQQQ Proshares Ultrapro QQQ | Reduce -2.7% | 0.02% | +0.00 |
| TSLA Tesla Inc. | Reduce -4.3% | 0.10% | +0.00 |
| SO The Southern Co. | Reduce -0.3% | 0.20% | +0.01 |
| BAC Bank of America Corp. | Reduce -0.2% | 0.91% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.8% | 0.94% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.2% | 1.54% | +0.06 |
| NVDA Nvidia Corp. | Reduce -16.0% | 1.36% | +0.14 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +0.8% | 4.09% | +0.68 |
| IJR iShares Core S&P Small-Cap E | Add +24.4% | 3.71% | +0.52 |
| SCHO Schwab Short-Term US Treas | Add +22.8% | 2.55% | +0.40 |
| IVV iShares Core S&P 500 ETF | Add +2.5% | 11.66% | +0.38 |
| SCHP Schwab U.S. Tips ETF | Add +42.7% | 1.29% | +0.36 |
| FBCG Fidelity Blue Chip Grow ETF | Add +30.2% | 1.03% | +0.29 |
| FBND Fidelity Total Bond ETF | Add +8.6% | 4.19% | +0.17 |
| IAU iShares Gold Trust | Add +116.0% | 0.26% | +0.14 |
| MSFT Microsoft Corp. | Add +2.5% | 2.34% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +5.3% | 0.54% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +37.4% | 0.33% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +27.8% | 0.34% | +0.09 |
| SLV iShares Silver Trust | Add +93.3% | 0.13% | +0.07 |
| WMT Walmart Inc. | Add +30.4% | 0.21% | +0.06 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +47.5% | 0.20% | +0.06 |
| USO United States Oil Fund LP | Add +44.3% | 0.16% | +0.05 |
| XOM Exxon Mobil Corp. | Add +34.8% | 0.21% | +0.05 |
| LMT Lockheed Martin Corp. | Add +36.6% | 0.16% | +0.04 |
| DGRO iShares Core Dividend Growth | Add +15.4% | 0.40% | +0.04 |
| AMZN Amazon.com Inc. | Add +0.7% | 0.81% | +0.03 |
| CRM Salesforce Inc. | Add +816.7% | 0.04% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +0.6% | 3.57% | +0.03 |
| DFAI Dimensional International Co. | Add +11.7% | 0.38% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +13.2% | 0.13% | +0.02 |
| ET Energy Transfer LP | New | 0.02% | +0.02 |
| META Meta Platforms Inc. Class A | Add +25.0% | 0.08% | +0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +5.7% | 0.72% | +0.01 |
| FLBL Franklin Senior Loan ETF | New | 0.01% | +0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.0% | 0.40% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +6.4% | 1.77% | +0.01 |
| ECL Ecolab Inc. | Add +123.5% | 0.01% | +0.01 |
| RBRK Rubrik Inc. Class A | New | 0.01% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.5% | 0.48% | +0.00 |
| TXN Texas Instruments Inc. | Add +0.7% | 0.04% | +0.00 |
| RTX RTX Corp. | Add +15.8% | 0.02% | +0.00 |
| HPQ HP Inc. | Add +0.9% | 0.01% | +0.00 |
| SRE Sempra | Add +0.6% | 0.03% | +0.00 |
| HPE Hewlett Packard Enterprise | Add +0.5% | 0.01% | +0.00 |
| WM Waste Management Inc. | Add +33.3% | 0.00% | +0.00 |
| HON Honeywell International Inc. | Add +3.4% | 0.02% | +0.00 |
| CGUS Cap Group Core Equity | Add +0.2% | 0.07% | +0.00 |
| AMT American Tower Corp. | Add +9.1% | 0.01% | +0.00 |
| CELH Celsius Holdings Inc. | Add +50.0% | 0.00% | 0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +2.2% | 0.01% | −0.00 |
| MRVL Marvell Technology Inc. | Add +2.8% | 0.01% | −0.00 |
| CAG Conagra Brands Inc. | Add +1.8% | 0.00% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +4.4% | 0.15% | −0.00 |
| IMTM iShares MSCI Intl Momentum F | Add +2.1% | 0.03% | −0.00 |
| O Realty Income Corp. | Add +1.6% | 0.02% | −0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.7% | 0.05% | −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 |