CLEAR INVESTMENT RESEARCH, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EXXON MOBIL CORP(XOM) | 0 | 1,633 | +1,633 | 0 | 277,046 | 0.43% | +277,046 |
| UNITED STS OIL FD LP(USO) | 0 | 1,992 | +1,992 | 0 | 253,482 | 0.40% | +253,482 |
| SPDR SERIES TRUST | 23,260 | 26,617 | +3,357 | 1,346,982 | 1,576,243 | 2.47% | +229,261 |
| VANECK ETF TRUST | 0 | 4,271 | +4,271 | 0 | 225,100 | 0.35% | +225,100 |
| LOCKHEED MARTIN CORP(LMT) | 0 | 337 | +337 | 0 | 203,520 | 0.32% | +203,520 |
| GLOBAL X FDS | 0 | 8,437 | +8,437 | 0 | 202,147 | 0.32% | +202,147 |
| PIMCO ETF TR | 0 | 2,075 | +2,075 | 0 | 198,827 | 0.31% | +198,827 |
| SPDR SERIES TRUST | 0 | 4,072 | +4,072 | 0 | 185,357 | 0.29% | +185,357 |
| SOUTHERN CO(SO) | 0 | 1,867 | +1,867 | 0 | 180,181 | 0.28% | +180,181 |
| ISHARES TR | 0 | 2,035 | +2,035 | 0 | 172,522 | 0.27% | +172,522 |
| CARILLON SER TR | 0 | 6,449 | +6,449 | 0 | 172,350 | 0.27% | +172,350 |
| SCHWAB STRATEGIC TR | 0 | 7,959 | +7,959 | 0 | 171,039 | 0.27% | +171,039 |
| ISHARES TR | 0 | 2,571 | +2,571 | 0 | 169,686 | 0.27% | +169,686 |
| ISHARES TR | 0 | 509 | +509 | 0 | 167,295 | 0.26% | +167,295 |
| SCHWAB STRATEGIC TR | 0 | 5,336 | +5,336 | 0 | 163,708 | 0.26% | +163,708 |
| ISHARES TR | 0 | 2,010 | +2,010 | 0 | 157,588 | 0.25% | +157,588 |
| META PLATFORMS INC(META) | 0 | 270 | +270 | 0 | 154,272 | 0.24% | +154,272 |
| FIDELITY COVINGTON TRUST | 0 | 3,876 | +3,876 | 0 | 139,398 | 0.22% | +139,398 |
| WELLS FARGO & CO(WFC) | 0 | 1,743 | +1,743 | 0 | 138,760 | 0.22% | +138,760 |
| MORGAN STANLEY ETF TRUST | 0 | 2,626 | +2,626 | 0 | 137,961 | 0.22% | +137,961 |
| SPDR SERIES TRUST | 0 | 2,409 | +2,409 | 0 | 136,296 | 0.21% | +136,296 |
| TESLA INC(TSLA) | 0 | 365 | +365 | 0 | 135,689 | 0.21% | +135,689 |
| VANECK ETF TRUST | 0 | 987 | +987 | 0 | 131,459 | 0.21% | +131,459 |
| SPDR SERIES TRUST | 0 | 1,338 | +1,338 | 0 | 130,991 | 0.21% | +130,991 |
| T ROWE PRICE ETF INC | 0 | 2,591 | +2,591 | 0 | 130,480 | 0.20% | +130,480 |
| SCHWAB STRATEGIC TR | 0 | 3,882 | +3,882 | 0 | 127,912 | 0.20% | +127,912 |
| PROCTER & GAMBLE CO(PG) | 0 | 775 | +775 | 0 | 111,873 | 0.18% | +111,873 |
| ISHARES TR | 0 | 257 | +257 | 0 | 109,585 | 0.17% | +109,585 |
| TRUIST FINL CORP(TFC) | 0 | 2,324 | +2,324 | 0 | 106,834 | 0.17% | +106,834 |
| JOHN HANCOCK EXCHANGE TRADED | 0 | 1,582 | +1,582 | 0 | 106,191 | 0.17% | +106,191 |
| SPDR INDEX SHS FDS | 0 | 2,297 | +2,297 | 0 | 104,875 | 0.16% | +104,875 |
| ISHARES INC | 0 | 1,595 | +1,595 | 0 | 103,275 | 0.16% | +103,275 |
| DIMENSIONAL ETF TRUST | 0 | 1,637 | +1,637 | 0 | 102,254 | 0.16% | +102,254 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 499 | +499 | 0 | 101,512 | 0.16% | +101,512 |
| ISHARES TR | 2,089 | 2,980 | +891 | 229,652 | 328,923 | 0.51% | +99,271 |
| VANGUARD TAX-MANAGED FDS | 22,623 | 23,549 | +926 | 1,413,287 | 1,508,999 | 2.36% | +95,712 |
| NETFLIX INC.(NFLX) | 0 | 948 | +948 | 0 | 91,150 | 0.14% | +91,150 |
| MERCK & CO INC(MRK) | 0 | 676 | +676 | 0 | 81,329 | 0.13% | +81,329 |
| CHEVRON CORPORATION(CVX) | 0 | 385 | +385 | 0 | 79,739 | 0.12% | +79,739 |
| HOME DEPOT INC(HD) | 0 | 239 | +239 | 0 | 78,551 | 0.12% | +78,551 |
| ISHARES TR | 0 | 1,585 | +1,585 | 0 | 76,833 | 0.12% | +76,833 |
| FIDELITY MERRIMACK STR TR | 97,039 | 99,609 | +2,570 | 4,467,690 | 4,544,178 | 7.11% | +76,488 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 1,186 | +1,186 | 0 | 73,230 | 0.11% | +73,230 |
| JOHNSON & JOHNSON(JNJ) | 0 | 300 | +300 | 0 | 73,215 | 0.11% | +73,215 |
| ISHARES TR | 0 | 735 | +735 | 0 | 72,963 | 0.11% | +72,963 |
| CAPITAL GROUP CORE EQUITY ET | 0 | 1,848 | +1,848 | 0 | 71,005 | 0.11% | +71,005 |
| INVESCO EXCH TRADED FD TR II | 0 | 658 | +658 | 0 | 69,477 | 0.11% | +69,477 |
| INVESCO EXCH TRADED FD TR II | 0 | 943 | +943 | 0 | 68,971 | 0.11% | +68,971 |
| COSTCO WHOLESALE CORPORATION(COST) | 0 | 69 | +69 | 0 | 68,320 | 0.11% | +68,320 |
| ISHARES TR | 0 | 712 | +712 | 0 | 67,339 | 0.11% | +67,339 |
| PEPSICO INC(PEP) | 0 | 418 | +418 | 0 | 64,934 | 0.10% | +64,934 |
| VANGUARD MUN BD FDS | 0 | 1,241 | +1,241 | 0 | 61,933 | 0.10% | +61,933 |
| VANGUARD INDEX FDS | 0 | 311 | +311 | 0 | 61,025 | 0.10% | +61,025 |
| ABBVIE INC(ABBV) | 0 | 279 | +279 | 0 | 60,601 | 0.09% | +60,601 |
| CAPITAL GROUP GROWTH ETF | 0 | 1,507 | +1,507 | 0 | 60,547 | 0.09% | +60,547 |
| VANECK BITCOIN ETF(HODL) | 0 | 3,157 | +3,157 | 0 | 60,488 | 0.09% | +60,488 |
| SCHWAB STRATEGIC TR | 0 | 1,253 | +1,253 | 0 | 58,565 | 0.09% | +58,565 |
| ORACLE CORP(ORCL) | 0 | 391 | +391 | 0 | 57,520 | 0.09% | +57,520 |
| VANGUARD INDEX FDS | 0 | 157 | +157 | 0 | 50,487 | 0.08% | +50,487 |
| MONDELEZ INTL INC(MDLZ) | 0 | 876 | +876 | 0 | 50,469 | 0.08% | +50,469 |
| FIRST TR EXCHANGE-TRADED ALP | 0 | 537 | +537 | 0 | 49,580 | 0.08% | +49,580 |
| VISA INC(V) | 0 | 162 | +162 | 0 | 49,085 | 0.08% | +49,085 |
| ISHARES TR | 0 | 359 | +359 | 0 | 48,678 | 0.08% | +48,678 |
| AT&T INC(T) | 0 | 1,648 | +1,648 | 0 | 47,776 | 0.07% | +47,776 |
| AIR PRODUCTS AND CHEMICALS I | 0 | 160 | +160 | 0 | 46,589 | 0.07% | +46,589 |
| ISHARES TR | 0 | 500 | +500 | 0 | 46,374 | 0.07% | +46,374 |
| PROLOGIS INC.(PLD) | 0 | 351 | +351 | 0 | 46,347 | 0.07% | +46,347 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 467 | +467 | 0 | 46,273 | 0.07% | +46,273 |
| EATON CORP PLC(ETN) | 0 | 123 | +123 | 0 | 43,888 | 0.07% | +43,888 |
| MCDONALDS CORP(MCD) | 0 | 140 | +140 | 0 | 43,612 | 0.07% | +43,612 |
| FIDELITY NATL INFORMATION SV(FIS) | 0 | 863 | +863 | 0 | 40,479 | 0.06% | +40,479 |
| MPLX LP(MPLX) | 0 | 700 | +700 | 0 | 39,949 | 0.06% | +39,949 |
| ISHARES TR | 0 | 156 | +156 | 0 | 38,626 | 0.06% | +38,626 |
| VANGUARD SPECIALIZED FUNDS | 0 | 174 | +174 | 0 | 37,420 | 0.06% | +37,420 |
| SEMPRA(SRE) | 0 | 383 | +383 | 0 | 37,208 | 0.06% | +37,208 |
| STARBUCKS CORP(SBUX) | 0 | 413 | +413 | 0 | 36,998 | 0.06% | +36,998 |
| JPMORGAN CHASE & CO(JPM) | 0 | 125 | +125 | 0 | 36,759 | 0.06% | +36,759 |
| CROWDSTRIKE HLDGS INC(CRWD) | 0 | 94 | +94 | 0 | 36,699 | 0.06% | +36,699 |
| TRAVELERS COMPANIES INC(TRV) | 0 | 125 | +125 | 0 | 36,474 | 0.06% | +36,474 |
| PHILLIPS 66(PSX) | 0 | 197 | +197 | 0 | 35,914 | 0.06% | +35,914 |
| COCA COLA CO(KO) | 4,094 | 4,235 | +141 | 286,182 | 322,039 | 0.50% | +35,857 |
| SCHWAB STRATEGIC TR | 39,901 | 39,907 | +6 | 1,199,833 | 1,235,506 | 1.93% | +35,673 |
| T ROWE PRICE ETF INC | 0 | 867 | +867 | 0 | 35,474 | 0.06% | +35,474 |
| BARCLAYS BANK PLC(DJP) | 0 | 686 | +686 | 0 | 33,024 | 0.05% | +33,024 |
| MICRON TECHNOLOGY INC(MU) | 0 | 95 | +95 | 0 | 32,095 | 0.05% | +32,095 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 115 | +115 | 0 | 31,219 | 0.05% | +31,219 |
| SCHWAB STRATEGIC TR | 36,309 | 37,296 | +987 | 961,835 | 992,455 | 1.55% | +30,620 |
| ISHARES TR | 0 | 636 | +636 | 0 | 30,551 | 0.05% | +30,551 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 0 | 500 | +500 | 0 | 30,325 | 0.05% | +30,325 |
| MARSH & MCLENNAN COS INC(MRSH) | 0 | 174 | +174 | 0 | 30,178 | 0.05% | +30,178 |
| WALMART INC(WMT) | 2,342 | 2,342 | 0 | 260,878 | 291,039 | 0.46% | +30,161 |
| TEXAS INSTRS INC(TXN) | 0 | 154 | +154 | 0 | 29,901 | 0.05% | +29,901 |
| VANGUARD INDEX FDS | 0 | 49 | +49 | 0 | 29,280 | 0.05% | +29,280 |
| US BANCORP(USB) | 0 | 544 | +544 | 0 | 28,311 | 0.04% | +28,311 |
| RYDER SYS INC(R) | 2,097 | 2,097 | 0 | 401,345 | 429,277 | 0.67% | +27,932 |
| ASTRAZENECA PLC(AZN) | 0 | 140 | +140 | 0 | 27,611 | 0.04% | +27,611 |
| VANECK ETF TRUST | 0 | 703 | +703 | 0 | 24,727 | 0.04% | +24,727 |
| PNC FINL SVCS GROUP INC(PNC) | 0 | 118 | +118 | 0 | 24,590 | 0.04% | +24,590 |
| RTX CORPORATION(RTX) | 0 | 123 | +123 | 0 | 23,729 | 0.04% | +23,729 |
| SALESFORCE INC(CRM) | 0 | 119 | +119 | 0 | 22,220 | 0.03% | +22,220 |