Clear Investment Research

ALPHARETTA, GAfiles as CLEAR INVESTMENT RESEARCH, LLC

$64m in 57 US stocks at the end of 30 June 2026. The top 10 are 53.0% of the money. It changed about 12.5% of the portfolio this quarter.

Value

$64m

Stocks

Top 10 share

53.0%

Turnover

12.5%

What changed this quarter

New

Bought for the first time this quarter.

Pimco ETF TRMINO
1.0% of the fund

Added

Bought more of a stock they already held.

AppleAAPL
3.0% of the fund
+6%
Vaneck ETF TrustANGL
2.7% of the fund
+7%
Amazon.comAMZN
1.5% of the fund
+20%
Pimco ETF TRMUNI
1.1% of the fund
+12%
Global X FDSDTCR
1.0% of the fund
+149%
Proshares TRTQQQ
0.8% of the fund
+2%
Ishares Gold TRIAU
0.8% of the fund
+16%
Ishares TRHYG
0.6% of the fund
+16%
Ishares Silver TRSLV
0.5% of the fund
+11%
Fidelity Covington TrustFMDE
0.5% of the fund
+119%
Ishares TRTIP
0.5% of the fund
+4%
Vanguard MUN BD FDSVTEB
0.4% of the fund
+323%

Cut

Sold some of their stake.

Fidelity Covington TrustFBCG
2.6% of the fund
-3%
Ishares TRIJH
2.5% of the fund
-2%
Ishares TRIJR
2.2% of the fund
-2%
AlphabetGOOGL
1.4% of the fund
-5%
Ishares TRTLT
1.2% of the fund
-20%
IsharesIEMG
0.9% of the fund
-3%
Ishares TRSTIP
0.8% of the fund
-3%
Dimensional ETF TrustDFAI
0.6% of the fund
-2%
Ishares TRSOXX
0.5% of the fund
-3%
WalmartWMT
0.4% of the fund
-11%
Ishares TRIXUS
0.3% of the fund
-3%
ExxonMobil HoldingsXOM
0.3% of the fund
-8%

Sold out

Sold their entire stake.

United STS Oil FD LPUSO
-100%
Lockheed MartinLMT
-100%
Pimco ETF TRLDUR
-100%
Spdr Series TrustSPYD
-100%
Southern CompanySO
-100%
Ishares TRIMCV
-100%
Carillon SER TRRJDI
-100%
Schwab Strategic TRSCHH
-100%
Ishares TRLRGF
-100%
Schwab Strategic TRSCHD
-100%
Ishares TRSCZ
-100%
Meta PlatformsMETA
-100%
Wells Fargo & CompanyWFC
-100%
Morgan Stanley ETF TrustEVIM
-100%
Spdr Series TrustSPYV
-100%
TeslaTSLA
-100%
Vaneck ETF TrustNLR
-100%
Spdr Series TrustSPYG
-100%
T Rowe Price Exchange-TradedTFLR
-100%
Schwab Strategic TRSCHE
-100%
Procter & GamblePG
-100%
Ishares TRIWF
-100%
Truist FinancialTFC
-100%
John Hancock Exchange TradedJHMM
-100%
Spdr Index SHS FDSSPDW
-100%

Holdings

Ishares TRIVV
Share
13.3%
Value
$9m
Shares
11,445
Held
Vanguard World FDEDV
Share
8.1%
Value
$5m
Shares
80,291
Held
Fidelity Merrimack STR TRFBND
Share
7.0%
Value
$4m
Shares
98,897
Held
Schwab Strategic TRSCHX
Share
5.2%
Value
$3m
Shares
112,481
Held
Eli LillyLLY
Share
5.1%
Value
$3m
Shares
2,718
Held
Graphic Packaging HoldingGPK
Share
3.1%
Value
$2m
Shares
188,840
Held
AppleAAPL
Share
3.0%
Value
$2m
Shares
6,702
+6%
Spdr Series TrustSPMD
Share
2.8%
Value
$2m
Shares
26,764
Held
Vaneck ETF TrustANGL
Share
2.7%
Value
$2m
Shares
58,809
+7%
Vanguard Tax-Managed FDSVEA
Share
2.6%
Value
$2m
Shares
23,671
Held
Fidelity Covington TrustFBCG
Share
2.6%
Value
$2m
Shares
27,110
-3%
Ishares TRIJH
Share
2.5%
Value
$2m
Shares
21,225
-2%
Schwab Strategic TRSCHM
Share
2.3%
Value
$1m
Shares
39,745
Held
Ishares TRIJR
Share
2.2%
Value
$1m
Shares
9,414
-2%
MicrosoftMSFT
Share
1.9%
Value
$1m
Shares
3,290
Held
Schwab Strategic TRSCHO
Share
1.9%
Value
$1m
Shares
49,543
Held
NvidiaNVDA
Share
1.8%
Value
$1m
Shares
5,931
Held
Schwab Strategic TRSCHP
Share
1.5%
Value
$971,686
Shares
36,667
Held
Bank of AmericaBAC
Share
1.5%
Value
$966,089
Shares
16,955
Held
Amazon.comAMZN
Share
1.5%
Value
$947,878
Shares
3,977
+20%
Schwab Strategic TRSCHG
Share
1.4%
Value
$905,457
Shares
26,757
Held
AlphabetGOOGL
Share
1.4%
Value
$881,949
Shares
2,468
-5%
Schwab Strategic TRSCHA
Share
1.3%
Value
$823,330
Shares
22,788
Held
Ishares TRTLT
Share
1.2%
Value
$766,235
Shares
8,866
-20%
Pimco ETF TRMUNI
Share
1.1%
Value
$735,410
Shares
13,981
+12%
Schwab Strategic TRSCHV
Share
1.1%
Value
$710,437
Shares
20,409
Held
Schwab Strategic TRSCHF
Share
1.1%
Value
$692,140
Shares
24,987
Held
Ishares TRIEFA
Share
1.1%
Value
$685,776
Shares
7,101
Held
Pimco ETF TRMINO
Share
1.0%
Value
$648,465
Shares
14,171
New
Global X FDSDTCR
Share
1.0%
Value
$638,099
Shares
21,011
+149%
IsharesIEMG
Share
0.9%
Value
$566,721
Shares
6,841
-3%
Ryder SystemR
Share
0.9%
Value
$553,126
Shares
2,097
Held
Proshares TRTQQQ
Share
0.8%
Value
$518,821
Shares
6,405
+2%
Vanguard Index FDSVNQ
Share
0.8%
Value
$517,289
Shares
5,364
Held
Ishares Gold TRIAU
Share
0.8%
Value
$507,201
Shares
6,717
+16%
Ishares TRSTIP
Share
0.8%
Value
$499,027
Shares
4,885
-3%
Berkshire HathawayBRK-B
Share
0.8%
Value
$488,881
Shares
977
Held
Invesco Exchange Traded FD TSPHQ
Share
0.7%
Value
$434,464
Shares
4,822
Held
Invesco QQQ TRQQQ
Share
0.7%
Value
$419,012
Shares
569
Held
Ishares TRHYG
Share
0.6%
Value
$400,790
Shares
5,012
+16%
Dimensional ETF TrustDFAI
Share
0.6%
Value
$384,690
Shares
9,326
-2%
Ishares TRDGRO
Share
0.6%
Value
$376,203
Shares
4,964
Held
Ishares Silver TRSLV
Share
0.5%
Value
$352,046
Shares
6,584
+11%
Ishares TRQUAL
Share
0.5%
Value
$349,993
Shares
1,595
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$347,248
Shares
465
Held
Coca-ColaKO
Share
0.5%
Value
$344,112
Shares
4,234
Held
Fidelity Covington TrustFMDE
Share
0.5%
Value
$344,027
Shares
8,478
+119%
Ishares TRTIP
Share
0.5%
Value
$338,192
Shares
3,090
+4%
Ishares TRSOXX
Share
0.5%
Value
$317,846
Shares
496
-3%
BroadcomAVGO
Share
0.5%
Value
$293,833
Shares
778
Held
Advanced Micro DevicesAMD
Share
0.4%
Value
$287,550
Shares
495
Held
Vanguard MUN BD FDSVTEB
Share
0.4%
Value
$265,488
Shares
5,249
+323%
Palantir TechnologiesPLTR
Share
0.4%
Value
$255,507
Shares
2,190
Held
WalmartWMT
Share
0.4%
Value
$235,602
Shares
2,080
-11%
Vaneck ETF TrustCLOI
Share
0.4%
Value
$230,332
Shares
4,350
Held
Ishares TRIXUS
Share
0.3%
Value
$221,572
Shares
2,322
-3%
ExxonMobil HoldingsXOM
Share
0.3%
Value
$205,883
Shares
1,506
-8%

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	13.3%	$9m	11,445	Held
Vanguard World FDEDV	8.1%	$5m	80,291	Held
Fidelity Merrimack STR TRFBND	7.0%	$4m	98,897	Held
Schwab Strategic TRSCHX	5.2%	$3m	112,481	Held
Eli LillyLLY	5.1%	$3m	2,718	Held
Graphic Packaging HoldingGPK	3.1%	$2m	188,840	Held
AppleAAPL	3.0%	$2m	6,702	+6%
Spdr Series TrustSPMD	2.8%	$2m	26,764	Held
Vaneck ETF TrustANGL	2.7%	$2m	58,809	+7%
Vanguard Tax-Managed FDSVEA	2.6%	$2m	23,671	Held
Fidelity Covington TrustFBCG	2.6%	$2m	27,110	-3%
Ishares TRIJH	2.5%	$2m	21,225	-2%
Schwab Strategic TRSCHM	2.3%	$1m	39,745	Held
Ishares TRIJR	2.2%	$1m	9,414	-2%
MicrosoftMSFT	1.9%	$1m	3,290	Held
Schwab Strategic TRSCHO	1.9%	$1m	49,543	Held
NvidiaNVDA	1.8%	$1m	5,931	Held
Schwab Strategic TRSCHP	1.5%	$971,686	36,667	Held
Bank of AmericaBAC	1.5%	$966,089	16,955	Held
Amazon.comAMZN	1.5%	$947,878	3,977	+20%
Schwab Strategic TRSCHG	1.4%	$905,457	26,757	Held
AlphabetGOOGL	1.4%	$881,949	2,468	-5%
Schwab Strategic TRSCHA	1.3%	$823,330	22,788	Held
Ishares TRTLT	1.2%	$766,235	8,866	-20%
Pimco ETF TRMUNI	1.1%	$735,410	13,981	+12%
Schwab Strategic TRSCHV	1.1%	$710,437	20,409	Held
Schwab Strategic TRSCHF	1.1%	$692,140	24,987	Held
Ishares TRIEFA	1.1%	$685,776	7,101	Held
Pimco ETF TRMINO	1.0%	$648,465	14,171	New
Global X FDSDTCR	1.0%	$638,099	21,011	+149%
IsharesIEMG	0.9%	$566,721	6,841	-3%
Ryder SystemR	0.9%	$553,126	2,097	Held
Proshares TRTQQQ	0.8%	$518,821	6,405	+2%
Vanguard Index FDSVNQ	0.8%	$517,289	5,364	Held
Ishares Gold TRIAU	0.8%	$507,201	6,717	+16%
Ishares TRSTIP	0.8%	$499,027	4,885	-3%
Berkshire HathawayBRK-B	0.8%	$488,881	977	Held
Invesco Exchange Traded FD TSPHQ	0.7%	$434,464	4,822	Held
Invesco QQQ TRQQQ	0.7%	$419,012	569	Held
Ishares TRHYG	0.6%	$400,790	5,012	+16%
Dimensional ETF TrustDFAI	0.6%	$384,690	9,326	-2%
Ishares TRDGRO	0.6%	$376,203	4,964	Held
Ishares Silver TRSLV	0.5%	$352,046	6,584	+11%
Ishares TRQUAL	0.5%	$349,993	1,595	Held
State STR Spdr S&P 500 ETF TSPY	0.5%	$347,248	465	Held
Coca-ColaKO	0.5%	$344,112	4,234	Held
Fidelity Covington TrustFMDE	0.5%	$344,027	8,478	+119%
Ishares TRTIP	0.5%	$338,192	3,090	+4%
Ishares TRSOXX	0.5%	$317,846	496	-3%
BroadcomAVGO	0.5%	$293,833	778	Held
Advanced Micro DevicesAMD	0.4%	$287,550	495	Held
Vanguard MUN BD FDSVTEB	0.4%	$265,488	5,249	+323%
Palantir TechnologiesPLTR	0.4%	$255,507	2,190	Held
WalmartWMT	0.4%	$235,602	2,080	-11%
Vaneck ETF TrustCLOI	0.4%	$230,332	4,350	Held
Ishares TRIXUS	0.3%	$221,572	2,322	-3%
ExxonMobil HoldingsXOM	0.3%	$205,883	1,506	-8%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is down 19.0% since 30 June 2025.

Where the money is

Technology8.1%

Health care5.1%

Materials3.1%

Financial services2.3%

Retail & consumer1.5%

Media & telecom1.4%

Everyday goods0.9%

Industrials0.9%

Energy0.3%

Other76.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.