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CLEAR INVESTMENT RESEARCH, LLC
Period ended Sep 30, 2026 · Latest filing Nov 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $64,748,788
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $8,785,636
- VANGUARD WORLD FD · EXTENDED DUR · 921910709 · shares: $4,890,167
- FIDELITY MERRIMACK STR TR · TOTAL BD ETF · 316188309 · shares: $4,356,686
- SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $3,371,767
- ELI LILLY & CO · COM · 532457108 · shares: $3,145,267
- APPLE INC · COM · 037833100 · shares: $2,191,626
- GRAPHIC PACKAGING HLDG CO · COM · 388689101 · shares: $1,709,004
- SPDR SERIES TRUST · ST STR P400MID · 78464A847 · shares: $1,699,320
- FIDELITY COVINGTON TRUST · BLUE CHIP GRWTH · 316092352 · shares: $1,697,898
- MICROSOFT CORP · COM · 594918104 · shares: $1,676,480
Reported holdings
61 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 11,472 shares | $8,785,636 |
| VANGUARD WORLD FD | EXTENDED DUR | 921910709 | — | 88,191 shares | $4,890,167 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | — | 100,616 shares | $4,356,686 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 112,392 shares | $3,371,767 |
| ELI LILLY & CO | COM | 532457108 | — | 2,718 shares | $3,145,267 |
| APPLE INC | COM | 037833100 | — | 6,581 shares | $2,191,626 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | — | 188,840 shares | $1,709,004 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 26,956 shares | $1,699,320 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | — | 26,861 shares | $1,697,898 |
| MICROSOFT CORP | COM | 594918104 | — | 3,269 shares | $1,676,480 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 23,730 shares | $1,675,544 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 | — | 60,095 shares | $1,671,234 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 21,278 shares | $1,530,980 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 39,782 shares | $1,353,367 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 5,910 shares | $1,349,785 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 9,422 shares | $1,281,772 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 48,762 shares | $1,163,460 |
| AMAZON COM INC | COM | 023135106 | — | 3,945 shares | $982,897 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 38,699 shares | $972,515 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 26,703 shares | $959,446 |
| BANK OF AMER CORP | COM | 060505104 | — | 16,956 shares | $922,892 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 2,473 shares | $850,779 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 16,252 shares | $807,569 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 22,788 shares | $743,572 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 7,105 shares | $688,294 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 24,969 shares | $685,894 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 20,409 shares | $679,824 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | — | 8,729 shares | $678,936 |
| GLOBAL X FDS | DATA CTR DIG ETF | 37954Y236 | — | 23,881 shares | $648,123 |
| PIMCO ETF TR | MUNI INCOME OPP | 72201R635 | — | 14,171 shares | $603,543 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 6,867 shares | $557,338 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 6,491 shares | $506,947 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 5,643 shares | $505,753 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 | — | 6,425 shares | $501,323 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | — | 5,016 shares | $500,143 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 977 shares | $486,497 |
| RYDER SYS INC | COM | 783549108 | — | 2,097 shares | $477,822 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 7,819 shares | $426,214 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 569 shares | $420,929 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 2,233 shares | $417,683 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 4,827 shares | $405,876 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 5,039 shares | $389,068 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 9,226 shares | $382,225 |
| COCA COLA CO | COM | 191216100 | — | 4,176 shares | $359,444 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 465 shares | $354,623 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 1,577 shares | $350,444 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 3,367 shares | $350,280 |
| FIDELITY COVINGTON TRUST | ENH MID COR ETF | 31609A503 | — | 8,301 shares | $335,193 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 4,331 shares | $326,490 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 520 shares | $318,115 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 517 shares | $294,039 |
| CARILLON SER TR | RJ EA GCM DI ETF | 14214M260 | — | 9,733 shares | $276,896 |
| BROADCOM INC | COM | 11135F101 | — | 782 shares | $274,733 |
| VANECK ETF TRUST | CLO ETF | 92189H748 | — | 4,732 shares | $250,629 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 1,507 shares | $245,209 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 4,669 shares | $221,136 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 2,315 shares | $219,862 |
| WALMART INC | COM | 931142103 | — | 2,080 shares | $216,193 |
| META PLATFORMS INC | CL A | 30303M102 | — | 279 shares | $202,269 |
| MORGAN STANLEY ETF TRUST | EATO VAN MU ETF | 61774R882 | — | 4,002 shares | $200,986 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 | — | 2,571 shares | $200,152 |