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Disclosed positions
CLEAR INVESTMENT RESEARCH, LLC: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $8,571,283
- Reported amount
- 11,445
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001635523-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IVV | CORE S&P500 ETF | $8,571,283 | 11,445 | SH | None |
| VANGUARD WORLD FD | EDV | EXTENDED DUR | $5,225,328 | 80,291 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $4,498,812 | 98,897 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $3,310,316 | 112,481 | SH | None |
| ELI LILLY & CO | LLY | COM | $3,259,958 | 2,718 | SH | None |
| GRAPHIC PACKAGING HLDG CO | GPK | COM | $1,996,041 | 188,840 | SH | None |
| APPLE INC | AAPL | COM | $1,939,340 | 6,702 | SH | None |
| SPDR SERIES TRUST | SPMD | ST STR P400MID | $1,808,197 | 26,764 | SH | None |
| VANECK ETF TRUST | ANGL | FALLEN ANGEL HG | $1,719,583 | 58,809 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,686,585 | 23,671 | SH | None |
| FIDELITY COVINGTON TRUST | FBCG | BLUE CHIP GRWTH | $1,683,816 | 27,110 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $1,636,637 | 21,225 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $1,465,388 | 39,745 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $1,396,262 | 9,414 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,227,286 | 3,290 | SH | None |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $1,195,971 | 49,543 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,186,786 | 5,931 | SH | None |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $971,686 | 36,667 | SH | None |
| BANK OF AMER CORP | BAC | COM | $966,089 | 16,955 | SH | None |
| AMAZON COM INC | AMZN | COM | $947,878 | 3,977 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $905,457 | 26,757 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $881,949 | 2,468 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $823,330 | 22,788 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $766,235 | 8,866 | SH | None |
| PIMCO ETF TR | MUNI | INTER MUN BD ACT | $735,410 | 13,981 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $710,437 | 20,409 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $692,140 | 24,987 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $685,776 | 7,101 | SH | None |
| PIMCO ETF TR | MINO | MUNI INCOME OPP | $648,465 | 14,171 | SH | None |
| GLOBAL X FDS | DTCR | DATA CTR DIG ETF | $638,099 | 21,011 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $566,721 | 6,841 | SH | None |
| RYDER SYS INC | R | COM | $553,126 | 2,097 | SH | None |
| PROSHARES TR | TQQQ | ULTRAPRO QQQ | $518,821 | 6,405 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $517,289 | 5,364 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $507,201 | 6,717 | SH | None |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $499,027 | 4,885 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $488,881 | 977 | SH | None |
| INVESCO EXCHANGE TRADED FD T | SPHQ | S&P500 QUALITY | $434,464 | 4,822 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $419,012 | 569 | SH | None |
| ISHARES TR | HYG | IBOXX HI YD ETF | $400,790 | 5,012 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $384,690 | 9,326 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $376,203 | 4,964 | SH | None |
| ISHARES SILVER TR | SLV | ISHARES | $352,046 | 6,584 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $349,993 | 1,595 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $347,248 | 465 | SH | None |
| COCA COLA CO | KO | COM | $344,112 | 4,234 | SH | None |
| FIDELITY COVINGTON TRUST | FMDE | ENH MID COR ETF | $344,027 | 8,478 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $338,192 | 3,090 | SH | None |
| ISHARES TR | SOXX | ISHARES SEMICDTR | $317,846 | 496 | SH | None |
| BROADCOM INC | AVGO | COM | $293,833 | 778 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.