- New Purchases: QUAL, SCHZ, EFAV, ADBE, CTVA, DAL, DD,
- Added Positions: FBND, TIP, IVE, SCHX, SCHM, AGG, SCHV, IWP, VNQ, IWR, SCHA, IWN, TLT, SCHG, IYR, IWM, HDV, DJP, DGRO, AMZN, HPQ, FILL, EPRT, HYLB, BA, HPE, UBER, PCY,
- Reduced Positions: IEFA, SPLV, IVV, IXUS, SCHF, MTUM, IJH, SCHE, HYS, SCHH, ISTB, PXH, IWO, SCZ, IVW, SCHC, EEMV, LDUR, IJR, NEAR, BSV, IJT, EMB, MSFT, BRK.B, INTC, ACWX, IJS, LQD, SCHP,
- Sold Out: SCHB, SCHD, TFI, VDE, VEA, VIG, VTEB, VTI, VWO, XLE,
For the details of CLEAR INVESTMENT RESEARCH, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/clear+investment+research%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of CLEAR INVESTMENT RESEARCH, LLC- iShares iBoxx $ High Yield Corporate Bond (HYG) - 61,943 shares, 11.62% of the total portfolio. Shares added by 0.83%
- iShares Core S&P Mid-Cap (IJH) - 24,969 shares, 10.20% of the total portfolio. Shares reduced by 2.83%
- iShares Core S&P 500 (IVV) - 13,562 shares, 9.65% of the total portfolio. Shares reduced by 5.91%
- iShares Core S&P Small-Cap (IJR) - 42,990 shares, 6.75% of the total portfolio. Shares reduced by 1.06%
- iShares Core MSCI EAFE (IEFA) - 49,308 shares, 6.48% of the total portfolio. Shares reduced by 8.99%
Clear Investment Research, Llc initiated holding in iShares Edge MSCI USA Quality Factor. The purchase prices were between $77.66 and $101.43, with an estimated average price of $91.59. The stock is now traded at around $100.12. The impact to a portfolio due to this purchase was 0.63%. The holding were 2,848 shares as of .
New Purchase: Schwab US Aggregate Bond (SCHZ)Clear Investment Research, Llc initiated holding in Schwab US Aggregate Bond. The purchase prices were between $54.27 and $56.24, with an estimated average price of $55.62. The stock is now traded at around $56.62. The impact to a portfolio due to this purchase was 0.09%. The holding were 662 shares as of .
New Purchase: iShares Edge MSCI Min Vol EAFE (EFAV)Clear Investment Research, Llc initiated holding in iShares Edge MSCI Min Vol EAFE. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $68.24. The impact to a portfolio due to this purchase was 0.04%. The holding were 259 shares as of .
New Purchase: Adobe Inc (ADBE)Clear Investment Research, Llc initiated holding in Adobe Inc. The purchase prices were between $293.61 and $440.55, with an estimated average price of $369.18. The stock is now traded at around $437.10. The impact to a portfolio due to this purchase was 0.02%. The holding were 18 shares as of .
New Purchase: Corteva Inc (CTVA)Clear Investment Research, Llc initiated holding in Corteva Inc. The purchase prices were between $22.24 and $30.65, with an estimated average price of $25.99. The stock is now traded at around $28.81. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 0 shares as of .
New Purchase: DuPont de Nemours Inc (DD)Clear Investment Research, Llc initiated holding in DuPont de Nemours Inc. The purchase prices were between $31.87 and $57.04, with an estimated average price of $46.28. The stock is now traded at around $55.35. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 0 shares as of .
Added: Fidelity Total Bond (FBND)Clear Investment Research, Llc added to a holding in Fidelity Total Bond by 101.14%. The purchase prices were between $50.5 and $54.16, with an estimated average price of $52.97. The stock is now traded at around $54.96. The impact to a portfolio due to this purchase was 0.53%. The holding were 8,474 shares as of .
Added: Schwab U.S. Large-Cap Value (SCHV)Clear Investment Research, Llc added to a holding in Schwab U.S. Large-Cap Value by 33.61%. The purchase prices were between $42.21 and $55.29, with an estimated average price of $48.9. The stock is now traded at around $51.99. The impact to a portfolio due to this purchase was 0.19%. The holding were 6,531 shares as of .
Added: iShares Russell Midcap Growth (IWP)Clear Investment Research, Llc added to a holding in iShares Russell Midcap Growth by 27.99%. The purchase prices were between $115.02 and $162.31, with an estimated average price of $144.54. The stock is now traded at around $167.88. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,477 shares as of .
Added: iShares Russell Mid-Cap (IWR)Clear Investment Research, Llc added to a holding in iShares Russell Mid-Cap by 353.13%. The purchase prices were between $40.52 and $57.45, with an estimated average price of $49.89. The stock is now traded at around $56.38. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,305 shares as of .
Added: iShares Russell 2000 (IWM)Clear Investment Research, Llc added to a holding in iShares Russell 2000 by 21.48%. The purchase prices were between $104.27 and $152.57, with an estimated average price of $130.6. The stock is now traded at around $147.60. The impact to a portfolio due to this purchase was 0.04%. The holding were 707 shares as of .
Added: iShares Core High Dividend (HDV)Clear Investment Research, Llc added to a holding in iShares Core High Dividend by 52.30%. The purchase prices were between $68.1 and $89.95, with an estimated average price of $79.92. The stock is now traded at around $83.82. The impact to a portfolio due to this purchase was 0.03%. The holding were 431 shares as of .
Sold Out: Vanguard Energy (VDE)Clear Investment Research, Llc sold out a holding in Vanguard Energy. The sale prices were between $36.44 and $63.07, with an estimated average price of $49.12.
Sold Out: Vanguard Div Appreciation (VIG)Clear Investment Research, Llc sold out a holding in Vanguard Div Appreciation. The sale prices were between $99.31 and $123.37, with an estimated average price of $113.64.
Sold Out: Vanguard Total Stock Market (VTI)Clear Investment Research, Llc sold out a holding in Vanguard Total Stock Market. The sale prices were between $122.96 and $164.1, with an estimated average price of $147.09.
Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)Clear Investment Research, Llc sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $27.62 and $46.86, with an estimated average price of $37.03.
Sold Out: Schwab U.S. Broad Market (SCHB)Clear Investment Research, Llc sold out a holding in Schwab U.S. Broad Market. The sale prices were between $57.67 and $76.99, with an estimated average price of $68.99.
Sold Out: SPDR Nuveen Bloomberg Barclays Municipal Bond (TFI)Clear Investment Research, Llc sold out a holding in SPDR Nuveen Bloomberg Barclays Municipal Bond. The sale prices were between $48.59 and $51.81, with an estimated average price of $50.93.
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