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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

CLEAR INVESTMENT RESEARCH, LLC INSTITUTION : CLEAR INVESTMENT RESEARCH, LLC
CLEAR INVESTMENT RESEARCH, LLC Portfolio (reported on 2019-10-15)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (IBOXX HI YD ETF ) HYG 5,447,000 62,486 11.67%
ISHARES TR    (CORE S&P MCP ETF) IJH 4,443,000 22,995 9.52%
ISHARES TR    (CORE S&P500 ETF) IVV 4,202,000 14,076 9.00%
ISHARES TR    (CORES MSCI EAFE) IEFA 3,260,000 53,388 6.98%
ISHARES TR    (CORE S&P SCP ETF) IJR 2,864,000 36,797 6.13%
WISDOMTREE TR    (EM LCL DEBT FD) ELD 2,637,000 76,635 5.65%
ISHARES INC    (CORE MSCI EMKT) IEMG 2,394,000 48,846 5.13%
ISHARES TR    (TIPS BD ETF) TIP 1,918,000 16,496 4.11%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 1,706,000 18,298 3.65%
ISHARES TR    (S&P 500 GRWT ETF ) IVW 1,359,000 7,549 2.91%
ISHARES TR    (S&P 500 VAL ETF) IVE 1,296,000 10,877 2.77%
SCWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 1,173,000 16,540 2.51%
ISHARES    (MIN VOL EMRG MKT) EEMV 1,004,000 17,592 2.15%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 814,000 14,063 1.74%
ISHARES TR    (CORE US AGGBD ET) AGG 708,000 6,255 1.51%
ISHARES TR    (RUS 2000 GRW ETF) IWO 602,000 3,125 1.29%
SCWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 584,000 10,322 1.25%
BANK AMER CORP    (COM) BAC 539,000 18,487 1.15%
SCWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 537,000 16,848 1.15%
ISHARES TR    (USA MOMENTUM FCT) 510,000 4,279 1.09%
SCWAB STRATEGIC TR    (US SML CAP ETF) SCHA 386,000 5,530 0.82%
ISHARES TR    (CORE ST USDB ETF) ISTB 372,000 7,360 0.79%
ISHARES TR    (CORE MSCI TOTAL) IXUS 352,000 6,100 0.75%
ISHARES TR    (RUS 2000 VAL ETF) IWN 324,000 2,717 0.69%
ISHARES TR    (SP SMCP600GR ETF) IJT 320,000 1,793 0.68%
ISHARES TR    (CORE SMC600VL ETF) IJS 319,000 2,127 0.68%
LILLY ELI & CO    (COM) LLY 295,000 2,635 0.63%
ISHARES TR    (U.S REAL ES ETF) IYR 291,000 3,113 0.62%
ISHARES TR    (20 YR TR BD ETF) TLT 287,000 2,004 0.61%
SCWAB STRATEGIC TR    (US LCAP GR ETF) SCHV 277,000 4,888 0.59%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 267,000 3,304 0.57%
ISHARES TR    (JP MOR EM MK ETF ) EMB 261,000 2,302 0.55%
FIDELITY    (TOTAL BD ETF) FBND 243,000 4,693 0.52%
SCWAB STRATEGIC TR    (EMRD MKTEQ ETF) SCHE 241,000 9,590 0.51%
SCWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 220,000 2,614 0.47%
PIMCO ETF TR    (ENHNCD LW DUR AC) LDUR 204,000 2,037 0.43%
INVESCO EXCHANGE TRADED FD TR    (S&P500 MOMNTM ) 198,000 4,877 0.42%
ISHARES TR    (EAFE SML CP ETF) SCZ 185,000 3,229 0.39%
ISHARES TR    (RUS MD CP GR ETF) IWP 181,000 1,280 0.38%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 178,000 3,530 0.38%
ISHARES TR    (USA QUALITY FCTR) QUAL 168,000 1,819 0.36%
APPLE INC    (COM) AAPL 162,000 724 0.34%
BB&T CORP    (COM) BBT 160,000 3,007 0.34%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 150,000 4,469 0.32%
ISHARES TR    (MULTIFACTOR USA) 146,000 4,570 0.31%
BARCLAYS BK PLC    (DJUBS CMDT ETN36) DJP 144,000 6,628 0.30%
SOUTHERN CO    (COM) SO 140,000 2,262 0.30%
SCWAB STRATEGIC TR    (US REIT ETF) SCHH 128,000 2,715 0.27%
PIMCO EFT TR    (0-5 HIGH YIELD) HYS 124,000 1,239 0.26%
FIDELITY NATL INFORMATION SV    (COM) FIS 117,000 879 0.25%
RYDER SYS INC    (COM ) R 111,000 2,140 0.23%
HOME DEPOT INC    (COM) HD 106,000 459 0.22%
SCWAB STRATEGIC TR    (INTL SCEQT ETF) SCHC 106,000 3,325 0.22%
AT&T    (COM) T 102,000 2,827 0.21%
ISHARES TR    (INTL TREA BD ETF ) IGOV 98,000 1,935 0.21%
PROCTOR AND GAMBLE CO    (COM) PG 93,000 749 0.19%
WELLS FARGO CO NEW    (COM) WFC 92,000 1,823 0.19%
INVESCO EXCHNG TRADED FD TR    (FTSE RAFI EMNG) 79,000 3,934 0.16%
ISHARES TR    (IBOXX INV CP ETF) LQD 74,000 582 0.15%
INVESCO EXCHANGE TRADED FD TR    (S&P INTL LOW) 73,000 2,148 0.15%
AMAZON COM INC    (COM) AMZN 73,000 42 0.15%
INVESCO EXCHANGE TRADED FD TR    (S&P INTL MOMNT) 64,000 2,420 0.13%
NVIDIA CORP    (COM ) NVDA 62,000 358 0.13%
JOHNSON & JOHNSON    (COM) JNJ 57,000 438 0.12%
EXXON MOBIL CORP    (COM) XOM 39,000 551 0.08%
GRAPHIC PACKAGING HLDG CO    (COM) GPK 34,000 2,273 0.07%
APPLIED MATLS INC    (COM) AMAT 29,000 572 0.06%
ISHARES TR    (CORE HIGH DV ETF) HDV 27,000 283 0.05%
ISHARES TR    (CORE DIV GRWTH) DGRO 27,000 693 0.05%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 26,000 350 0.05%
INVESCO EXCHNG TRADED FD TR    (EMRNG MKT SVRG) 25,000 845 0.05%
CADENCE DESIGN SYSTEM INC    (COM) CDNS 20,000 299 0.04%
ALPHABET INC    (CAP STK CL C) GOOGL 20,000 16 0.04%
SCWAB STRATEGIC TR    (US TIPS ETF) SCHP 20,000 346 0.04%
DUKE ENERGY CORP NEW    (COM NEW) DUK 18,000 183 0.03%
SYNOPSYS INC    (COM) SNPS 17,000 125 0.03%
NETFLIX INC    (COM) NFLX 15,000 56 0.03%
ISHARES TR    (MSCI ACWI EX US) ACWX 14,000 304 0.03%
XILINX INC    (COM) XLNX 14,000 144 0.03%
DBX ETF TR    (XTRACK USD HIGH) 12,000 231 0.02%
INVESCO EXCHNG TRADED FD TR    (GBL SRT TRM HY) 12,000 516 0.02%
ISHARES TR    (MIN VOL USA ETF) USMV 11,000 171 0.02%
ENBRIDGE INC    (COM) ENB 10,000 298 0.02%
ALPHABET INC    (CAP STK CL C) GOOG 10,000 8 0.02%
ISHARES TR    (MULTIFACTOR INTL) 6,000 250 0.01%
BOEING CO    (COM) BA 6,000 17 0.01%
MICROSOFT CORP    (COM) MSFT 6,000 43 0.01%
LEVI STRAUSS & CO NEW    (CL A COM STK) 6,000 300 0.01%
CONAGRA BANDS INC    (COM) CAG 5,000 158 0.01%
VISA INC    (COM CL A) V 4,000 23 0.00%
JPMORGAN CHASE & CO    (COM) JPM 4,000 35 0.00%
BERSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 4,000 20 0.00%
HP INC    (COM) HPQ 4,000 195 0.00%
MCDONALDS CORP    (COM) MCD 3,000 12 0.00%
HARTFORD FINL SVCS GROUP INC    (COM) HIG 3,000 45 0.00%
SYSCO CORP    (COM) SYY 3,000 35 0.00%
FACEBOOK INC    (CL A) FB 3,000 17 0.00%
TARGET CORP    (COM) TGT 3,000 32 0.00%
HEWLETT PACKARD ENTERPRISE C    (COM) HPE 3,000 196 0.00%
VIAD CORP    (COM NEW) VVI 3,000 42 0.00%
VERIZON COMMUNICATIONS INC    (COM) VZ 3,000 46 0.00%
WESTERN UN CO    (COM) WU 3,000 109 0.00%
LYONDELLBASELL INDUSTRIES N    (SHS A ) LALLF 2,000 22 0.00%
BEST BUY INC    (COM) BBY 2,000 31 0.00%
CNH INDL N V    (SHS) CNHI 2,000 167 0.00%
CORNING INC    (COM) GLW 2,000 69 0.00%
CHEVRON CORP NEW    (COM) CVX 2,000 16 0.00%
AMERIPRISE FINL INC    (COM) AMP 2,000 14 0.00%
WEC ENERGY GROUP INC    (COM ) 2,000 17 0.00%
REGIONS FINL CORP NEW    (COM) RF 2,000 121 0.00%
GRAINGER W W INC    (COM) GWW 2,000 6 0.00%
PFIZER INC    (COM) PFE 2,000 57 0.00%
MEDTRONIC PLC    (SHS) MDT 2,000 18 0.00%
MARATHON PETE CORP    (COM) MPC 2,000 31 0.00%
MSCI INC    (COM) MXB 2,000 11 0.00%
CISCO SYS INC    (COM) CSCO 2,000 38 0.00%
PULTE GROUP INC    (COM) PHM 2,000 43 0.00%
MERCK & CO INC    (COM) MRK 2,000 26 0.00%
LAMB WESTON HLDGS INC    (COM) 2,000 30 0.00%
UNITEDHEALTH GROUP INC    (COM) UNH 2,000 7 0.00%
MOTOROLA SOLUTIONS INC    (COM NEW) MSI 2,000 14 0.00%
CITIGROUP INC    (COM NEW) C 2,000 31 0.00%
US BANCORP DEL    (COM NEW) USB 2,000 29 0.00%
CIGNA CORPORATOIN    (COM) CI 2,000 11 0.00%
UNITED CONTL HLDGS INC    (COM) UAL 2,000 24 0.00%
ISHARES TR    (MSCI ACWI ETF) ACWI 2,000 32 0.00%
AMERICAN EXPRESS CO    (COM) AXP 2,000 20 0.00%
VALERO ENERGY CORP NEW    (COM) VLO 2,000 22 0.00%
DISNEY WALT CO    (COM DISNEY ) DIS 2,000 14 0.00%
COCA COLA CO    (COM) KO 2,000 42 0.00%
METLIFE INC    (COM) MET 1,000 14 0.00%
KOHLS CORP    (COM) KSS 1,000 16 0.00%
ALLIANT ENERGY CORP    (COM) LNT 1,000 14 0.00%
ALTRIA GROUP INC    (COM) MO 1,000 19 0.00%
MONOLITIC PWR SYS INC    (COM) MPWR 1,000 4 0.00%
MORGAN STANLEY    (COM NEW) MS 1,000 15 0.00%
ADOBE SYS INC    (COM) ADBE 1,000 3 0.00%
MID AMER APT CMNTYS INC    (COM) MAA 1,000 4 0.00%
CVS HEALTH CORP    (COM) CVS 1,000 16 0.00%
AGILYSYS INC    (COM ) AGYS 1,000 23 0.00%
AEGON N V    (NY REGISTRY SH) AEG 1,000 165 0.00%
BECTON DICKINSON & CO    (COM) BDX 1,000 3 0.00%
BIOGEN INC    (COM) BIIB 1,000 3 0.00%
AVALONBAY CMNTYS INC    (COM) AVB 1,000 3 0.00%
W R BERKLEY CORPORATION    (COM) WRB 1,000 10 0.00%
MARSH & MCLENNAN COS INC    (COM) MMC 1,000 6 0.00%
LEAR CORP    (COM NEW) LEA 1,000 5 0.00%
BOSTON SCIENTIC CORP    (COM) BSX 1,000 18 0.00%
QUALCOMM INC    (COM) QCOM 1,000 11 0.00%
UNITED PARCEL SERVICE INC    (CL B) UPS 1,000 6 0.00%
UNITED TECHNOLOGIES CORP    (COM) UTX 1,000 10 0.00%
V F CORP    (COM) VFC 1,000 7 0.00%
VENTAS INC    (COM) VTR 1,000 7 0.00%
UNION PAC CORP    (COM) UNP 1,000 7 0.00%
UNIFIRST CORP MASS    (COM) UNF 1,000 3 0.00%
SUNTRUST BKS INC    (COM) STI 1,000 8 0.00%
TJX COS INC NEW    (COM) TJX 1,000 14 0.00%
TEXAS INSTRS INC    (COM) TXN 1,000 6 0.00%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 1,000 3 0.00%
ABBOT LABS    (COM) ABT 1,000 10 0.00%
VULCAN MATLS CO    (COM) VMC 1,000 4 0.00%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 1,000 6 0.00%
SEAGATE TECHNOLOGY PLC    (SHS) STX 1,000 24 0.00%
STERIS PLC    (SHS USD ) 1,000 5 0.00%
CHUBB LIMITED    (SHS) CB 1,000 6 0.00%
ALLERGAN PLC    (SHS) AGN 1,000 3 0.00%
WYNDHAM HOTELS & RESORTS INC    (COM) 1,000 20 0.00%
WD-40 CO    (COM) WDFC 1,000 3 0.00%
WALMART INC    (COM) WMT 1,000 11 0.00%
AMERICAN ASSETS TR INC    (COM) AAT 1,000 16 0.00%
WYNDHAM DESTINATIONS INC    (COM) WYN 1,000 20 0.00%
STRYKER CORP    (COM) SYK 1,000 3 0.00%
SPIRIT AEROSYSTEMS HLDGS INC    (COM CL A) SPR 1,000 13 0.00%
PNC FINL SVCS GROUP INC    (COM) PNC 1,000 5 0.00%
PS BUSINESS PKS INC CALIF    (COM) PSB 1,000 4 0.00%
PAYPAL HLDGS INC    (COM) PYPL 1,000 8 0.00%
PHILIP MORRIS INTL INC    (COM) PM 1,000 17 0.00%
ORACLE CORP    (COM) ORCL 1,000 23 0.00%
ATMOS ENERGY CORP    (COM) ATO 1,000 8 0.00%
NEXTERA ENERGY INC    (COM) NEE 1,000 4 0.00%
NIKE INC    (CL B) NKE 1,000 9 0.00%
NORFOLK SOUTHERN CORP    (COM) NSC 1,000 3 0.00%
NORTHWEST NAT HLDG CO    (COM) 1,000 9 0.00%
AQUA AMERICA INC    (COM) WTR 1,000 13 0.00%
PROLOGIS INC    (COM) PLD 1,000 8 0.00%
ABBVIE INC    (COM) ABBV 1,000 10 0.00%
AMERICAN WTR WKS CO INC NEW    (COM) AWK 1,000 5 0.00%
SIRIUS XM HLDGS INC    (COM) SIRI 1,000 150 0.00%
SONOCO PRODS CO    (COM) SON 1,000 9 0.00%
AMGEN INC    (COM) AMGN 1,000 7 0.00%
SCHLUMBERGER LTD    (COM) SLB 1,000 15 0.00%
REGENERON PHARMACEUTICALS    (COM) REGN 1,000 2 0.00%
ROPER TECHNOLOGIES INC    (COM) ROP 1,000 3 0.00%
SALESFORCE COM INC    (COM) CRM 1,000 5 0.00%
NETAPP INC    (COM) NTAP 1,000 28 0.00%
MASTERCARD INCORPORATED    (CL A) MA 1,000 4 0.00%
GOLDMAN SACHS GROUP INC    (COM) GS 1,000 4 0.00%
COMCAST CORP NEW    (CL A) CMCSA 1,000 31 0.00%
GILEAD SCIENCES INC    (COM) GILD 1,000 12 0.00%
CONOCOPHILLIPS    (COM) COP 1,000 20 0.00%
1 2 3 Next >Full Portfolio View
Total Value As 2019-09-30: 46,651,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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George Soros

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