CLEAR INVESTMENT RESEARCH, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLE INC(AAPL) | 14,583 | 14,756 | +173 | 2,992,154 | 3,757,377 | 5.03% | +765,223 |
| FIDELITY MERRIMACK STR TR | 80,989 | 88,870 | +7,881 | 3,705,264 | 4,109,349 | 5.51% | +404,085 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 0 | 1,999 | +1,999 | 0 | 364,658 | 0.49% | +364,658 |
| ISHARES TR | 0 | 2,548 | +2,548 | 0 | 283,456 | 0.38% | +283,456 |
| FIDELITY COVINGTON TRUST | 22,284 | 24,994 | +2,710 | 1,074,999 | 1,341,198 | 1.80% | +266,199 |
| ISHARES INC | 0 | 4,019 | +4,019 | 0 | 256,580 | 0.34% | +256,580 |
| ISHARES TR | 0 | 2,369 | +2,369 | 0 | 230,040 | 0.31% | +230,040 |
| ISHARES GOLD TR(IAU) | 3,244 | 5,915 | +2,671 | 202,296 | 430,435 | 0.58% | +228,139 |
| PIMCO ETF TR | 8,831 | 12,420 | +3,589 | 453,606 | 649,325 | 0.87% | +195,719 |
| ALPHABET INC(GOOG) | 2,741 | 2,708 | -33 | 483,158 | 658,479 | 0.88% | +175,321 |
| VANGUARD TAX-MANAGED FDS | 18,289 | 20,310 | +2,021 | 1,042,707 | 1,217,020 | 1.63% | +174,313 |
| SPDR SER TR | 18,401 | 20,112 | +1,711 | 1,000,677 | 1,150,226 | 1.54% | +149,549 |
| MORGAN STANLEY ETF TRUST | 0 | 2,580 | +2,580 | 0 | 135,423 | 0.18% | +135,423 |
| VANECK VECTORS ETF TR | 55,647 | 59,312 | +3,665 | 1,629,359 | 1,763,360 | 2.36% | +134,001 |
| VANGUARD WORLD FD | 85,798 | 85,986 | +188 | 5,774,268 | 5,885,776 | 7.88% | +111,508 |
| PROSHARES TR | 2,652 | 3,145 | +493 | 220,167 | 325,228 | 0.44% | +105,061 |
| NVIDIA CORP(NVDA) | 7,082 | 6,537 | -545 | 1,118,961 | 1,219,821 | 1.63% | +100,860 |
| VANECK ETF TRUST | 0 | 1,672 | +1,672 | 0 | 88,833 | 0.12% | +88,833 |
| MICROSOFT CORP(MSFT) | 4,245 | 4,229 | -16 | 2,111,539 | 2,190,414 | 2.93% | +78,875 |
| BANK AMER CORP | 17,215 | 17,216 | +1 | 814,629 | 888,174 | 1.19% | +73,545 |
| RYDER SYS INC(R) | 2,097 | 2,097 | 0 | 333,423 | 395,578 | 0.53% | +62,155 |
| SCWAB STRATEGIC TR | 40,017 | 39,947 | -70 | 1,122,489 | 1,184,036 | 1.59% | +61,547 |
| JOHNSON & JOHNSON(JNJ) | 1,875 | 1,876 | +1 | 286,414 | 347,909 | 0.47% | +61,495 |
| PFIZER INC(PFE) | 0 | 2,391 | +2,391 | 0 | 60,923 | 0.08% | +60,923 |
| VANGUARD INDEX FDS | 0 | 320 | +320 | 0 | 59,677 | 0.08% | +59,677 |
| SCWAB STRATEGIC TR | 22,798 | 22,793 | -5 | 576,789 | 635,925 | 0.85% | +59,136 |
| PEPSICO INC(PEP) | 0 | 418 | +418 | 0 | 58,725 | 0.08% | +58,725 |
| SCWAB STRATEGIC TR | 119,423 | 112,956 | -6,467 | 2,918,698 | 2,975,261 | 3.99% | +56,563 |
| ISHARES TR | 1,581 | 1,579 | -2 | 452,092 | 505,516 | 0.68% | +53,424 |
| VANGUARD INDEX FDS | 0 | 156 | +156 | 0 | 51,195 | 0.07% | +51,195 |
| TESLA INC(TSLA) | 453 | 436 | -17 | 143,900 | 193,898 | 0.26% | +49,998 |
| ISHARES TR | 2,410 | 2,406 | -4 | 380,312 | 425,558 | 0.57% | +45,246 |
| FIRST TR EXCHANGE TRADED ALP | 0 | 531 | +531 | 0 | 44,293 | 0.06% | +44,293 |
| ISHARES TR | 1,819 | 1,910 | +91 | 332,601 | 371,540 | 0.50% | +38,939 |
| BROADCOM INC(AVGO) | 683 | 686 | +3 | 188,377 | 226,534 | 0.30% | +38,157 |
| VANGUARD SPECIALIZED FUND | 0 | 176 | +176 | 0 | 37,979 | 0.05% | +37,979 |
| SCWAB STRATEGIC TR | 27,991 | 26,798 | -1,193 | 817,617 | 855,124 | 1.15% | +37,507 |
| T ROWE PRICE ETF INC | 0 | 862 | +862 | 0 | 36,126 | 0.05% | +36,126 |
| T ROWE PRICE ETF INC | 0 | 665 | +665 | 0 | 34,227 | 0.05% | +34,227 |
| FIDELITY CONVINGTON TRUST | 416 | 1,288 | +872 | 14,322 | 46,571 | 0.06% | +32,249 |
| LOWES COS INC(LOW) | 1,000 | 1,000 | 0 | 221,870 | 251,310 | 0.34% | +29,440 |
| SCWAB STRATEGIC TR | 20,409 | 20,409 | 0 | 564,717 | 594,106 | 0.80% | +29,389 |
| MERCK & CO INC(MRK) | 359 | 676 | +317 | 28,427 | 56,745 | 0.08% | +28,318 |
| VANGUARD INDEX FDS | 0 | 45 | +45 | 0 | 27,557 | 0.04% | +27,557 |
| PHILLIPS 66(PSX) | 0 | 197 | +197 | 0 | 26,814 | 0.04% | +26,814 |
| LOCKHEED MARTIN CORP(LMT) | 306 | 337 | +31 | 141,943 | 168,696 | 0.23% | +26,753 |
| VANECK BITCOIN ETF(HODL) | 1,887 | 2,537 | +650 | 57,497 | 82,123 | 0.11% | +24,626 |
| EXXON MOBIL CORP | 1,522 | 1,633 | +111 | 164,174 | 184,145 | 0.25% | +19,971 |
| ISHARES TR | 0 | 203 | +203 | 0 | 19,466 | 0.03% | +19,466 |
| UNITED STS OIL FD LP(USO) | 1,746 | 1,992 | +246 | 127,650 | 146,910 | 0.20% | +19,260 |
| BERSHIRE HATHAWAY INC DEL | 915 | 922 | +7 | 444,480 | 463,526 | 0.62% | +19,046 |
| VANGUARD INTL EQUITY INDEX F | 0 | 346 | +346 | 0 | 18,789 | 0.03% | +18,789 |
| ORACLE CORP(ORCL) | 294 | 294 | 0 | 64,277 | 82,685 | 0.11% | +18,408 |
| ISHARES TR | 0 | 92 | +92 | 0 | 18,019 | 0.02% | +18,019 |
| ABBVIE INC(ABBV) | 253 | 278 | +25 | 47,080 | 64,516 | 0.09% | +17,436 |
| ISHARES TR | 3,053 | 3,062 | +9 | 236,046 | 252,880 | 0.34% | +16,834 |
| ISHARES TR | 5,333 | 5,255 | -78 | 341,007 | 357,768 | 0.48% | +16,761 |
| MONDELEZ INTL INC(MDLZ) | 550 | 860 | +310 | 37,148 | 53,769 | 0.07% | +16,621 |
| ALPHABET INC(GOOG) | 245 | 245 | 0 | 43,461 | 59,670 | 0.08% | +16,209 |
| CVS HEALTH GROUP(CVS) | 2,436 | 2,436 | 0 | 168,038 | 183,666 | 0.25% | +15,628 |
| ISHARES TR | 476 | 476 | 0 | 113,710 | 129,053 | 0.17% | +15,343 |
| ISHARES TR | 2,012 | 2,074 | +62 | 152,940 | 166,710 | 0.22% | +13,770 |
| DIMENSIONAL ETF TRUST | 10,249 | 10,106 | -143 | 354,313 | 367,364 | 0.49% | +13,051 |
| GE AEROSPACE(GE) | 300 | 300 | 0 | 77,217 | 90,246 | 0.12% | +13,029 |
| ISHARES TR | 2,571 | 2,571 | 0 | 164,878 | 177,605 | 0.24% | +12,727 |
| SCWAB STRATEGIC TR | 3,878 | 3,879 | +1 | 116,883 | 129,442 | 0.17% | +12,559 |
| LAM RESEARCH CORP(LRCX) | 12 | 102 | +90 | 1,191 | 13,693 | 0.02% | +12,502 |
| PROLOGIS INC(PLD) | 255 | 343 | +88 | 26,905 | 39,341 | 0.05% | +12,436 |
| SPDR SER TR | 1,332 | 1,334 | +2 | 127,002 | 139,431 | 0.19% | +12,429 |
| APPLIED MATLS INC | 555 | 555 | 0 | 101,604 | 113,631 | 0.15% | +12,027 |
| CHEVRON CORP NEW(CVX) | 275 | 327 | +52 | 39,503 | 50,863 | 0.07% | +11,360 |
| MCDONALDS CORP(MCD) | 107 | 140 | +33 | 31,357 | 42,644 | 0.06% | +11,287 |
| SCWAB STRATEGIC TR | 5,080 | 5,344 | +264 | 134,620 | 145,891 | 0.20% | +11,271 |
| ISHARES TR | 257 | 257 | 0 | 109,117 | 120,381 | 0.16% | +11,264 |
| VANGUARD MUN BD FDS | 1,023 | 1,220 | +197 | 50,200 | 61,112 | 0.08% | +10,912 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 250 | 250 | 0 | 77,038 | 87,815 | 0.12% | +10,777 |
| BARCLAYS BK PLC(DJP) | 5,265 | 5,352 | +87 | 178,905 | 189,675 | 0.25% | +10,770 |
| INVESCO QQQ TR | 600 | 569 | -31 | 330,984 | 341,611 | 0.46% | +10,627 |
| INVESCO EXCHANGE TRADED FD T | 4,792 | 4,802 | +10 | 341,480 | 351,938 | 0.47% | +10,458 |
| ISHARES TR | 0 | 73 | +73 | 0 | 10,373 | 0.01% | +10,373 |
| SPDR SERIES TR | 0 | 132 | +132 | 0 | 10,372 | 0.01% | +10,372 |
| WELLS FARGO CO NEW(WFC) | 2,701 | 2,701 | 0 | 216,404 | 226,398 | 0.30% | +9,994 |
| VANGUARD INDEX FDS | 53 | 5,301 | +5,248 | 474,694 | 484,673 | 0.65% | +9,979 |
| SEMPRA(SRE) | 328 | 382 | +54 | 24,922 | 34,455 | 0.05% | +9,533 |
| VANGUARD INDEX FDS | 0 | 51 | +51 | 0 | 8,904 | 0.01% | +8,904 |
| ISHARES TR | 2,161 | 2,163 | +2 | 157,130 | 166,018 | 0.22% | +8,888 |
| ROCKET COS INC(RKT) | 0 | 446 | +446 | 0 | 8,643 | 0.01% | +8,643 |
| SPDR SER TR | 4,032 | 4,072 | +40 | 171,118 | 179,168 | 0.24% | +8,050 |
| SPDR SER TR | 2,375 | 2,386 | +11 | 124,354 | 132,069 | 0.18% | +7,715 |
| BEST BUY INC(BBY) | 900 | 900 | 0 | 60,417 | 68,058 | 0.09% | +7,641 |
| HOME DEPOT INC(HD) | 240 | 236 | -4 | 88,336 | 95,963 | 0.13% | +7,627 |
| STARBUCKS CORP(SBUX) | 317 | 431 | +114 | 29,068 | 36,504 | 0.05% | +7,436 |
| DIMENSIONAL ETF TRUST | 1,651 | 1,657 | +6 | 89,094 | 96,496 | 0.13% | +7,402 |
| ISHARES TR | 0 | 64 | +64 | 0 | 7,302 | 0.01% | +7,302 |
| FIRST TR EXCHANGE TRADED FD | 0 | 73 | +73 | 0 | 7,058 | 0.01% | +7,058 |
| META PLATFORMS INC(META) | 182 | 192 | +10 | 135,010 | 141,725 | 0.19% | +6,715 |
| VANGUARD INDEX FDS | 0 | 32 | +32 | 0 | 6,679 | 0.01% | +6,679 |
| TRUIST FINL CORP(TFC) | 2,360 | 2,360 | 0 | 101,456 | 107,899 | 0.14% | +6,443 |
| QUALCOMM INC(QCOM) | 102 | 135 | +33 | 16,374 | 22,612 | 0.03% | +6,238 |
| AIR PRODS & CHEMS INC | 132 | 159 | +27 | 37,287 | 43,432 | 0.06% | +6,145 |