1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Clear Investment Research, Llc Buys iShares Edge MSCI USA Quality Factor, Fidelity Total Bond, Schwab U.S. Large-Cap Value, Sells Invesco S&P 500 Low Volatility, iShares Core MSCI Total International Stock ETF, Schwab International Equity

Investment company Clear Investment Research, Llc (Current Portfolio) buys iShares Edge MSCI USA Quality Factor, Fidelity Total Bond, Schwab U.S. Large-Cap Value, iShares Russell Midcap Growth, iShares Russell Mid-Cap, sells Invesco S&P 500 Low Volatility, iShares Core MSCI Total International Stock ETF, Schwab International Equity, iShares Edge MSCI USA Momentum Factor, Schwab Emerging Markets Equity during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Clear Investment Research, Llc. As of 2020Q2, Clear Investment Research, Llc owns 110 stocks with a total value of $44 million. These are the details of the buys and sells.

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
  1. iShares iBoxx $ High Yield Corporate Bond (HYG) - 61,943 shares, 11.62% of the total portfolio. Shares added by 0.83%
  2. iShares Core S&P Mid-Cap (IJH) - 24,969 shares, 10.20% of the total portfolio. Shares reduced by 2.83%
  3. iShares Core S&P 500 (IVV) - 13,562 shares, 9.65% of the total portfolio. Shares reduced by 5.91%
  4. iShares Core S&P Small-Cap (IJR) - 42,990 shares, 6.75% of the total portfolio. Shares reduced by 1.06%
  5. iShares Core MSCI EAFE (IEFA) - 49,308 shares, 6.48% of the total portfolio. Shares reduced by 8.99%
New Purchase: iShares Edge MSCI USA Quality Factor (QUAL)

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.



Here is the complete portfolio of CLEAR INVESTMENT RESEARCH, LLC. Also check out:

1. CLEAR INVESTMENT RESEARCH, LLC's Undervalued Stocks
2. CLEAR INVESTMENT RESEARCH, LLC's Top Growth Companies, and
3. CLEAR INVESTMENT RESEARCH, LLC's High Yield stocks
4. Stocks that CLEAR INVESTMENT RESEARCH, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)