CLEAR INVESTMENT RESEARCH, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
CLEAR INVESTMENT RESEARCH, LLC 13F Holdings
CIK 0001635523 · ALPHARETTA, GA
As of Sep 30, 2025, CLEAR INVESTMENT RESEARCH, LLC reported
256 positions worth $74.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| ISHARES CORE S&P 500 ETF | IVV | — | 12,156 | $8.1M | 10.91% |
| VANGUARD EXTENDED DURATION TREASURY INDEX FUND | EDV | — | 85,986 | $5.9M | 7.89% |
| FIDELITY TOTAL BOND ETF | FBND | — | 88,870 | $4.1M | 5.51% |
| APPLE INC | AAPL | Technology | 14,756 | $3.8M | 5.04% |
| GRAPHIC PACKAGING HOLDING CO | GPK | Consumer Cyclical | 186,865 | $3.7M | 4.90% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 112,956 | $3.0M | 3.99% |
| MICROSOFT CORP | MSFT | Technology | 4,229 | $2.2M | 2.94% |
| ELI LILLY & CO | LLY | Healthcare | 2,721 | $2.1M | 2.79% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 29,934 | $2.0M | 2.62% |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ANGL | — | 59,312 |
|
.8M
2.37% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 19,258 |
.7M | 2.26% |
| FIDELITY BLUE CHIP GROWTH ETF | FBCG | — | 24,994 |
.3M | 1.80% |
| NVIDIA CORP | NVDA | Technology | 6,537 |
.2M | 1.64% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 20,310 |
.2M | 1.63% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 10,109 |
.2M | 1.61% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 48,714 |
.2M | 1.59% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 39,947 |
.2M | 1.59% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 20,112 |
.2M | 1.54% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 10,841 | $968.9K | 1.30% |
| SCHWAB US TIPS ETF | SCHP | — | 35,451 | $955.4K | 1.28% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 4,392 | $907.1K | 1.22% |
| BANK OF AMERICA CORP | BAC | Financial Services | 17,216 | $888.2K | 1.19% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 26,798 | $855.1K | 1.15% |
| AMAZON.COM INC | AMZN | Equity | 3,196 | $701.7K | 0.94% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 5,703 | $688.5K | 0.92% |