account_balance
Investment manager · 13F filer · SEC CIK 1635523
Clear Investment Research, LLC
Reported value$64.7Mas of Sep 30, 2026
Positions61 4 new, 0 sold out
Top 10 weight51.8%IVV alone is 14%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
13.6%
EDVVanguard World Fd
7.6%Added +10%
FBNDFidelity Merrimack STR Tr
6.7%
SCHXSchwab Strategic Tr
5.2%
LLYELI Lilly & Co
4.9%
AAPLApple Inc.
3.4%
GPKGraphic Packaging Holding Co
2.6%
SPMDSPDR Series Trust
2.6%
FBCGFidelity Covington Trust
2.6%
MSFTMicrosoft Corp
2.6%
VEAVanguard Tax-Managed FDS
2.6%
ANGLVaneck ETF Trust
2.6%+2%
IVViShares Tr
13.6%
EDVVanguard World Fd
7.6%+10%
FBNDFidelity Merrimack STR Tr
6.7%
SCHXSchwab Strategic Tr
5.2%
LLYELI Lilly & Co
4.9%
AAPLApple Inc.
3.4%
GPK2.6%SPMD2.6%
FBCG2.6%
MSFT2.6%VEA2.6%
ANGL2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 13.6% Held
EDV Vanguard World Fd 7.6% Added +10%
FBND Fidelity Merrimack STR Tr 6.7% Held
SCHX Schwab Strategic Tr 5.2% Held
LLY ELI Lilly & Co 4.9% HeldAAPL Apple Inc. 3.4% HeldGPK Graphic Packaging Holding Co 2.6% HeldSPMD SPDR Series Trust 2.6% Held
FBCG Fidelity Covington Trust 2.6% Held
MSFT Microsoft Corp 2.6% HeldVEA Vanguard Tax-Managed FDS 2.6% Held
ANGL Vaneck ETF Trust 2.6% Added +2%
What changed
Biggest moves since Jun 30, 2026
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