Notify me when CLEAR INVESTMENT RESEARCH, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 51 | $60,274,394 | +$1,591,470 | -$16,557,736 | -$14,966,266 | IVV, EDV, FBND, SCHX, LLY | 13F-HR | 09 Feb 2026, 14:38 |
| Q3 2025 | 252 | $74,642,762 | +$2,347,765 | -$11,163,435 | -$8,815,670 | IVV, EDV, FBND, AAPL, GPK | 13F-HR | 07 Nov 2025, 11:46 |
| Q2 2025 | 230 | $78,812,673 | +$3,057,677 | -$1,553,181 | +$1,504,496 | IVV, GPK, EDV, FBND, AAPL | 13F-HR | 04 Aug 2025, 13:19 |
| Q1 2025 | 226 | $74,823,420 | +$1,373,749 | -$571,083 | +$802,666 | IVV, EDV, GPK, FBND, AAPL | 13F-HR | 09 May 2025, 15:03 |
| Q4 2024 | 225 | $75,369,791 | +$7,204,932 | -$663,740 | +$6,541,192 | IVV, EDV, GPK, AAPL, FBND | 13F-HR | 11 Feb 2025, 10:43 |
| Q3 2024 | 223 | $76,887,468 | +$9,794,835 | -$14,267,373 | -$4,472,538 | IVV, EDV, GPK, FBND, AAPL | 13F-HR | 12 Nov 2024, 09:54 |
| Q2 2024 | 208 | $76,710,724 | +$4,327,550 | -$1,448,101 | +$2,879,449 | IVV, GPK, IJH, VNQ, ANGL | 13F-HR | 08 Aug 2024, 15:16 |
| Q1 2024 | 217 | $74,315,368 | +$7,498,020 | -$4,397,662 | +$3,100,358 | IVV, GPK, IJH, VNQ, ANGL | 13F-HR | 02 May 2024, 11:53 |
| Q4 2023 | 268 | $71,025,126 | +$8,935,389 | -$1,576,309 | +$7,359,080 | IVV, GPK, IJH, VNQ, ANGL | 13F-HR | 12 Feb 2024, 15:49 |
| Q3 2023 | 202 | $57,676,948 | +$1,368,884 | -$633,098 | +$735,786 | GPK, IVV, IJH, VNQ, ANGL | 13F-HR | 07 Nov 2023, 10:12 |
| Q2 2023 | 196 | $59,641,123 | +$2,476,879 | -$2,337,436 | +$139,443 | GPK, IVV, IJH, VNQ, IEFA | 13F-HR | 09 Aug 2023, 11:46 |
| Q1 2023 | 186 | $57,011,879 | +$3,557,752 | -$783,395 | +$2,774,357 | GPK, IVV, IJH, VNQ, IEFA | 13F-HR | 09 May 2023, 13:17 |
| Q4 2022 | 162 | $51,626,000 | +$1,916,397 | -$996,696 | +$919,701 | GPK, IVV, IJH, VNQ, IEFA | 13F-HR | 10 Feb 2023, 14:42 |
| Q3 2022 | 153 | $47,452,000 | +$6,487,459 | -$935,175 | +$5,552,284 | GPK, IVV, IJH, VNQ, IEFA | 13F-HR | 01 Nov 2022, 11:52 |
| Q2 2022 | 128 | $45,226,000 | +$2,237,580 | -$794,877 | +$1,442,703 | IVV, IJH, VNQ, IEFA, ANGL | 13F-HR | 05 Aug 2022, 11:06 |
| Q1 2022 | 136 | $50,929,000 | +$3,168,974 | -$12,464,745 | -$9,295,771 | IVV, IJH, VNQ, IEFA, AAPL | 13F-HR | 02 May 2022, 15:25 |
| Q4 2021 | 139 | $65,242,000 | +$1,512,493 | -$1,848,113 | -$335,620 | IJH, IVV, HYG, IEMG, IJR | 13F-HR | 24 Jan 2022, 16:20 |
| Q3 2021 | 137 | $61,726,000 | +$4,725,515 | -$2,346,894 | +$2,378,621 | IJH, IVV, HYG, IEMG, IJR | 13F-HR | 01 Nov 2021, 15:13 |
| Q2 2021 | 138 | $59,519,000 | +$4,936,307 | -$3,716,063 | +$1,220,244 | HYG, IJH, IVV, IEMG, IJR | 13F-HR | 29 Jul 2021, 11:02 |
| Q1 2021 | 123 | $54,259,000 | +$776,527 | -$2,776,948 | -$2,000,421 | HYG, IJH, IVV, IEMG, IJR | 13F-HR | 05 May 2021, 15:10 |
| Q4 2020 | 115 | $55,213,000 | +$4,087,366 | -$3,016,486 | +$1,070,880 | HYG, IJH, IVV, IEMG, IJR | 13F-HR | 10 Feb 2021, 12:52 |
| Q3 2020 | 106 | $49,297,000 | +$1,965,869 | -$1,170,495 | +$795,374 | HYG, IJH, IVV, IJR, IEFA | 13F-HR | 04 Nov 2020, 16:21 |
| Q2 2020 | 108 | $46,646,000 | +$1,691,320 | -$2,363,918 | -$672,598 | HYG, IJH, IVV, IJR, IEFA | 13F-HR | 27 Jul 2020, 15:44 |
| Q1 2020 | 106 | $41,017,000 | +$3,285,184 | -$565,869 | +$2,719,315 | HYG, IVV, IJH, IEFA, IJR | 13F-HR | 05 May 2020, 14:09 |
| Q4 2019 | 107 | $48,147,000 | +$1,475,577 | -$2,460,766 | -$985,189 | HYG, IVV, IJH, IEFA, IJR | 13F-HR | 04 Feb 2020, 16:44 |
| Q3 2019 | 226 | $46,572,000 | +$964,962 | -$15,362,237 | -$14,397,275 | HYG, IJH, IVV, IEFA, IJR | 13F-HR | 15 Oct 2019, 16:14 |
| Q2 2019 | 225 | $60,991,000 | +$2,006,380 | -$5,960,390 | -$3,954,010 | HYG, IJR, IJH, TIP, IEMG | 13F-HR | 05 Aug 2019, 13:29 |
| Q1 2019 | 217 | $63,864,000 | +$3,533,191 | -$6,743,302 | -$3,210,111 | HYG, IJR, IJH, IEMG, TIP | 13F-HR | 06 May 2019, 16:40 |
| Q4 2018 | 208 | $61,141,000 | +$2,382,732 | -$3,223,955 | -$841,223 | HYG, NEAR, IJR, IJH, TIP | 13F-HR | 07 Feb 2019, 11:05 |
| Q3 2018 | 222 | $69,034,000 | +$18,641,426 | -$106,540,618 | -$87,899,192 | HYG, NEAR, IJR, IJH, TIP | 13F-HR | 14 Nov 2018, 12:06 |
| Q2 2018 | 58 | $152,780,000 | $0 | $0 | $0 | IJH, IVV, AGG, HYG, IEFA | 13F-HR | 26 Jul 2018, 16:15 |
| Q1 2018 | 58 | $152,784,000 | +$4,423,519 | -$680,903 | +$3,742,616 | IJH, IVV, AGG, HYG, IEFA | 13F-HR | 18 Apr 2018, 17:20 |
| Q4 2017 | 51 | $150,896,000 | +$1,942,396 | -$2,591,444 | -$649,048 | IJH, IVV, AGG, HYG, IEFA | 13F-HR | 22 Jan 2018, 11:21 |
| Q3 2017 | 54 | $147,198,000 | +$18,506,008 | -$5,088,197 | +$13,417,811 | IJH, IVV, AGG, HYG, IEFA | 13F-HR | 30 Oct 2017, 15:10 |
| Q2 2017 | 52 | $130,972,000 | +$8,069,815 | -$19,007,940 | -$10,938,125 | AGG, IJH, IVV, HYG, IVE | 13F-HR | 26 Jul 2017, 14:18 |
| Q1 2017 | 40 | $139,234,000 | +$7,117,011 | -$786,877 | +$6,330,134 | IJH, AGG, IVV, HYG, IVW | 13F-HR | 20 Apr 2017, 12:25 |
| Q4 2016 | 30 | $129,659,000 | +$4,973,180 | -$2,239,847 | +$2,733,333 | IJH, AGG, IVV, HYG, IVE | 13F-HR | 12 Jan 2017, 11:00 |
| Q3 2016 | 29 | $125,999,000 | +$39,655,216 | -$10,653,900 | +$29,001,316 | AGG, IJH, IVV, HYG, IVE | 13F-HR | 18 Oct 2016, 16:05 |
| Q2 2016 | 30 | $95,705,000 | +$16,480,195 | -$45,480,575 | -$29,000,380 | AGG, IJH, BSV, HYG, EEMV | 13F-HR | 21 Jul 2016, 10:01 |
| Q1 2016 | 27 | $122,106,000 | +$3,630,349 | -$1,214,512 | +$2,415,837 | IJH, AGG, IEFA, HYG, EEMV | 13F-HR | 16 May 2016, 20:03 |
| Q4 2015 | 25 | $117,347,000 | +$8,210,785 | -$80,552 | +$8,130,233 | IJH, AGG, IEFA, HYG, EEMV | 13F-HR | 02 Feb 2016, 16:21 |
| Q3 2015 | 23 | $107,931,000 | +$3,683,094 | -$682,838 | +$3,000,256 | IJH, AGG, HYG, IEFA, EEMV | 13F-HR | 02 Nov 2015, 13:43 |
| Q2 2015 | 26 | $112,398,000 | +$4,150,518 | -$73,098 | +$4,077,420 | IJH, AGG, HYG, IEFA, EEMV | 13F-HR | 05 Aug 2015, 16:30 |
| Q1 2015 | 26 | $110,494,000 | $0 | $0 | $0 | IJH, AGG, HYG, IEFA, EEMV | 13F-HR | 12 May 2015, 14:08 |