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CLEAR INVESTMENT RESEARCH, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

CLEAR INVESTMENT RESEARCH, LLC

报告期 2026-03-31 · CIK 0001635523

持仓数

241

前50大市值合计

$55.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$7.5M

11,479

13.5%

EDV VANGUARD WORLD FD

EXTENDED DUR

$5.2M

80,608

9.4%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$4.5M

99,609

8.2%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$2.9M

112,662

5.2%

LLY ELI LILLY & CO

COM

$2.5M

2,740

4.5%

GPK GRAPHIC PACKAGING HLDG CO

COM

$1.9M

188,690

3.4%

AAPL APPLE INC

COM

$1.6M

6,294

2.9%

SPMD SPDR SERIES TRUST

STATE STREET SPD

$1.6M

26,617

2.8%

ANGL VANECK ETF TRUST

FALLEN ANGEL HG

$1.6M

54,871

2.8%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$1.5M

23,549

2.7%

IJH ISHARES TR

CORE S&P MCP ETF

$1.5M

21,748

2.6%

FBCG FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH

$1.4M

27,831

2.5%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$1.2M

39,907

2.2%

MSFT MICROSOFT CORP

COM

$1.2M

3,246

2.2%

IJR ISHARES TR

CORE S&P SCP ETF

$1.2M

9,621

2.1%

SCHO SCHWAB STRATEGIC TR

SHT TM US TRES

$1.2M

49,167

2.1%

NVDA NVIDIA CORPORATION

COM

$1.0M

5,845

1.8%

SCHP SCHWAB STRATEGIC TR

US TIPS ETF

$992.5K

37,296

1.8%

TLT ISHARES TR

20 YR TR BD ETF

$955.1K

11,017

1.7%

BAC BANK AMERICA CORP

COM

$826.5K

16,954

1.5%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$778.2K

26,714

1.4%

GOOGL ALPHABET INC

CAP STK CL A

$749.2K

2,605

1.3%

AMZN AMAZON COM INC

COM

$690.4K

3,315

1.2%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$662.8K

22,793

1.2%

MUNI PIMCO ETF TR

INTER MUN BD ACT

$649.2K

12,439

1.2%

IEFA ISHARES TR

CORE MSCI EAFE

$634.0K

7,003

1.1%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$622.5K

20,409

1.1%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$621.9K

25,126

1.1%

STIP ISHARES TR

0-5 YR TIPS ETF

$518.8K

5,016

0.9%

IAU ISHARES GOLD TR

ISHARES NEW

$511.4K

5,801

0.9%

IEMG ISHARES INC

CORE MSCI EMKT

$489.8K

7,022

0.9%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$479.1K

5,401

0.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$459.6K

959

0.8%

R RYDER SYS INC

COM

$429.3K

2,097

0.8%

SLV ISHARES SILVER TR

ISHARES

$404.2K

5,932

0.7%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$372.4K

9,559

0.7%

SPHQ INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY

$362.5K

4,820

0.7%

DGRO ISHARES TR

CORE DIV GRWTH

$348.4K

4,964

0.6%

HYG ISHARES TR

IBOXX HI YD ETF

$344.0K

4,323

0.6%

QQQ INVESCO QQQ TR

UNIT SER 1

$329.0K

570

0.6%

TIP ISHARES TR

TIPS BD ETF

$328.9K

2,980

0.6%

KO COCA COLA CO

COM

$322.0K

4,235

0.6%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$320.5K

2,191

0.6%

QUAL ISHARES TR

MSCI USA QLT FCT

$304.7K

1,588

0.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$302.4K

465

0.5%

WMT WALMART INC

COM

$291.0K

2,342

0.5%

— EXXON MOBIL CORP

COM

$277.0K

1,633

0.5%

TQQQ PROSHARES TR

ULTRAPRO QQQ

$261.1K

6,264

0.5%

USO UNITED STS OIL FD LP

UNITS

$253.5K

1,992

0.5%

AVGO BROADCOM INC

COM

$240.6K

777

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

44%前 6 大占比

IVV13.5%EDV9.4%FBND8.2%SCHX5.2%LLY4.5%GPK3.4%