Quantcast

CLEAR INVESTMENT RESEARCH, LLC Information

284 SOUTH MAIN STREET, ALPHARETTA, Georgia, 30009, (678) 293-8667

Report Date: 03/31/2019

Position Statistics

Total Positions 456
New Positions 7
Increased Positions 42
Decreased Positions 38
Positions with Activity 80
Sold Out Positions 3
Total Mkt Value (in $ millions) 63

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 0.08%
Basic Materials 0.23%
Industrials 0.41%
Consumer Cyclicals 0.28%
Consumer Non-Cyclicals 0.16%
Financials 84.31%
Healthcare 0.62%
Technology 0.59%
Telecommunication Services 0.01%
Utilities 0.02%

456 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR IBOXX HI YD ETF 8,385 -1,156 (12.12) 97,760
ISHARES TR CORE S&P SCP ETF 6,329 -230 (3.51) 84,698
ISHARES TR CORE S&P MCP ETF 5,386 -219 (3.9) 29,052
ISHARES INC CORE MSCI EMKT 5,075 2,420 91.12 105,538
ISHARES TR TIPS BD ETF 4,528 -434 (8.75) 39,818
ISHARES TR CORE MSCI EAFE 3,682 -116 (3.07) 61,389
ISHARES US ETF TR SHT MAT BD ETF 3,009 -3,858 (56.18) 59,894
VANGUARD INDEX FDS REAL ESTATE ETF 2,939 -111 (3.65) 33,473
ISHARES TR CORE S&P500 ETF 2,811 -16 (0.55) 9,896
WISDOMTREE TR EM LCL DEBT FD 2,442 111 4.74 72,889
ISHARES TR CORE US AGGBD ET 1,447 31 2.15 13,230
ISHARES TR S&P 500 GRWT ETF 1,405 -55 (3.75) 8,110
ISHARES TR S&P 500 VAL ETF 1,388 -44 (3.06) 12,425
SCHWAB STRATEGIC TR US LRG CAP ETF 995 87 9.60 14,741
ISHARES INC MIN VOL EMRG MKT 942 14 1.48 16,832
ISHARES TR JPMORGAN USD EMG 864 21 2.51 7,899
SCHWAB STRATEGIC TR INTL EQTY ETF 599 -6,262 (91.27) 19,420
ISHARES TR RUS 2000 GRW ETF 587 -6 (1.07) 3,066
SCHWAB STRATEGIC TR US MID-CAP ETF 578 37 6.86 10,619
ISHARES TR SP SMCP600VL ETF 512 -28 (5.1) 3,589