Clear Investment Research, LLC ETFs

Clear Investment Research, LLC

$78.6 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPYV Spdr Portfolio S&P 500 Value E	$0	$124,000 0.16% of portfolio	2,375	Q2 2025 Added 0.47%
SCHE Schwab Strategic Tr Us Emergin	$0	$116,000 0.15% of portfolio	3,878	Q2 2025 Reduced 0.26%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$114,000 0.14% of portfolio	1,570	Q2 2025 Added 0.19%
SOXX Ishares Semiconductor ETF	$0	$113,000 0.14% of portfolio	476	Q3 2024 Added 15.82%
IWF Ishares Russell 1000 Gr ETF	$0	$109,000 0.14% of portfolio	257	Q3 2023 New
JHMM John Hancock Multifactor Mid C	$0	$102,000 0.13% of portfolio	1,669	Q2 2025 Added 0.24%
SLV I Shares Silver Trust	$18B	$100,000 0.13% of portfolio	3,061	Q2 2025 Reduced 5.55%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$93,000 0.12% of portfolio	1,932	Q2 2025 Added 0.52%
DFAT Dimensional ETF Tr U S Target	$0	$89,000 0.11% of portfolio	1,651	Q2 2025 Reduced 12.92%
BSV Vanguard Bd Index Fd Inc Short	$0	$87,000 0.11% of portfolio	1,107	Q4 2023 Reduced 41.55%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$87,000 0.11% of portfolio	2,158	Q2 2025 Added 15.09%
FPXI First Tr Exchange Traded Fd Ii	$0	$66,000 0.08% of portfolio	1,186	Q4 2023 Reduced 35.01%
CGGR Capital Group Growth ETF Shs C	$0	$61,000 0.08% of portfolio	1,504	Q1 2025 Added 1.21%
HDV Ishares Core High Dividend ETF	$0	$58,000 0.07% of portfolio	497	Q2 2025 Reduced 6.4%
SCHC Schwab Strategic Tr Intl Small	$0	$57,000 0.07% of portfolio	1,348	Q4 2023 Reduced 24.73%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$50,000 0.06% of portfolio	1,023	Q2 2025 New
USMV Ishares Msci Usa Min Vol Facto	$0	$44,000 0.06% of portfolio	476	Q2 2025 Added 8.43%
IGOV Ishares 1 3 International Trea	$0	$40,000 0.05% of portfolio	933	Q1 2024 Reduced 51.51%
CGXU Capital Group Intl Focus Equit	$0	$28,000 0.04% of portfolio	1,054	Q2 2025 Reduced 22.21%
IMTM Ishares Msci Intl Momentum Fac	$0	$27,000 0.03% of portfolio	598	Q2 2025 Added 6.22%
IWM Ishares Russell 2000 ETF	$0	$27,000 0.03% of portfolio	129	Q2 2025 Reduced 62.06%
MTUM Ishares Msci Usa Momentum Fact	$0	$20,000 0.03% of portfolio	87	Q1 2021 Reduced 1.14%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$18,000 0.02% of portfolio	217	Q4 2020 Reduced 16.22%
RSP Invesco S&P 500 Equal Weight E	$0	$5,000 0.01% of portfolio	33	Q1 2025 Reduced 73.6%
VYM Vanguard Whitehall Fds (Vangua	$0	$5,000 0.01% of portfolio	38	Q4 2024 Reduced 2.56%
SRLN Ssga Active Trust	$0	$5,000 0.01% of portfolio	137	Q3 2024 Added 0.74%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$5,000 0.01% of portfolio	95	Q2 2025 Added 1.06%
NEAR Blackrock Short Maturity Bond	$0	$4,000 0.01% of portfolio	88	Q2 2025 Added 1.15%
VNQ Vanguard Specialized Funds Van	$0	$4,000 0.01% of portfolio	53	Q2 2025 Reduced 98.99%
FLBL Franklin Templeton ETF Tr Libe	$0	$4,000 0.01% of portfolio	166	Q2 2025 Reduced 48.92%
ACWI Ishares Msci Acwi ETF	$0	$2,000 0.0% of portfolio	21	Q1 2025 Reduced 41.67%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$0 0.0% of portfolio	6	Q1 2022 New
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$0 0.0% of portfolio	4	Q4 2021 Reduced 33.33%
CLTL Invesco ETF Tr Ii Treas Collat	$0	$0 0.0% of portfolio	646	Q2 2025 Added 1.1%
IJT Ishares S&P Small Cap 600 Grow	$0	$0 0.0% of portfolio	6	Q2 2025 Added 20.0%
IXC Ishares Tr Global Energy ETF	$0	$0 0.0% of portfolio	0	Q2 2025 New

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