Clear-Investment-Research

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "DJP",
  null,
  "KRNY",
  null,
  null,
  "MPLX",
  null,
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  null,
  "GOOGL",
  "ALNY",
  "SCHH",
  "T",
  "BLK",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  "HPQ",
  "AZN",
  "MCD",
  null,
  null,
  "FBIN",
  null,
  "QCOM",
  "HUBS",
  "ITW",
  "AMAT",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  "IONS",
  null,
  null,
  "LHX",
  "LRCX",
  null,
  "MMC",
  "MRVL",
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "DXC",
  "FIS",
  "GE",
  null,
  "DG",
  "IJR",
  null,
  "ORCL",
  "PAYX",
  null,
  null,
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  null,
  "IEMG",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "NVDA",
  "HPE",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "PSTG",
  "KVUE",
  "MSTR",
  null,
  "SLVM",
  "IEFA",
  "RY",
  "SCHX",
  "NOW",
  "SRE",
  "O",
  "RTX",
  "SPDW",
  "SPYG",
  "AMT",
  null,
  "SBUX",
  "SNPS",
  "TXN",
  "TD",
  "TJX",
  null,
  "TFC",
  "TRV",
  "UBER",
  "VNQ",
  "MRNA",
  "SCHW",
  null,
  null,
  null,
  "EPRT",
  null,
  null,
  "NTNX",
  "IWO",
  "IWN",
  "VYM",
  "DD",
  "GPK",
  "R",
  "ALB",
  "AMD",
  "WAB",
  "IP",
  "DLTR",
  "WM",
  null,
  null,
  null,
  null,
  "NVO",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  "HIMS",
  "DKNG",
  "USB",
  "VEA",
  null,
  null,
  "BSV",
  "VTRS",
  "V",
  "VST",
  "W",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  null,
  "FNF",
  "SCHD",
  "ET",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "LW",
  "LUMN",
  null,
  "SO",
  null,
  "PSX",
  "CRM",
  "SNAP",
  "RBRK",
  null,
  "IXUS",
  "MTUM",
  "DGRO",
  "SPYV",
  null,
  null,
  "LULU",
  "ADP",
  "BAC",
  "BRK-B",
  "BBY",
  "BMY",
  "CDNS",
  "CNNE",
  "CCL",
  "CELH",
  "CVX",
  "NET",
  null,
  "KO",
  "CDE",
  "COIN",
  "CMCSA",
  "CAG",
  "CEG",
  "COST",
  "CTVA",
  "CRWD",
  "CVS",
  "DAL",
  null,
  "RSP",
  "IJT",
  "USMV",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 230
Total Value: 74879257
Accession Number: 0001635523-25-000003
Form Type: 13F-HR
CIK: clear-investment-research
Manager Name: Clear-Investment-Research

Data Enrichment

76% identified

175 identified55 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

230 positions • $74.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 12

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464287200

IVV|464287200

Shares:15.7K

Value:$8.8M

% of Portfolio:11.8% ($8.8M/$74.9M)

921910709

Shares:97.4K

Value:$6.9M

% of Portfolio:9.2% ($6.9M/$74.9M)

GRAPHIC PACKAGING HOLDING CO

GPK|388689101

Shares:223.2K

Value:$5.8M

% of Portfolio:7.7% ($5.8M/$74.9M)

316188309

Shares:82.7K

Value:$3.8M

% of Portfolio:5.0% ($3.8M/$74.9M)

Apple Inc.

AAPL|037833100

Shares:14.8K

Value:$3.3M

% of Portfolio:4.4% ($3.3M/$74.9M)

46432F842

IEFA|46432F842

Shares:35.9K

Value:$2.7M

% of Portfolio:3.6% ($2.7M/$74.9M)

808524201

SCHX|808524201

Shares:119.7K

Value:$2.6M

% of Portfolio:3.5% ($2.6M/$74.9M)

464287507

IJH|464287507

Shares:44.6K

Value:$2.6M

% of Portfolio:3.5% ($2.6M/$74.9M)

ELI LILLY & Co

LLY|532457108

Shares:2.7K

Value:$2.2M

% of Portfolio:2.9% ($2.2M/$74.9M)

808524862

Shares:76.5K

Value:$1.9M

% of Portfolio:2.5% ($1.9M/$74.9M)

92189F437

Shares:55.1K

Value:$1.6M

% of Portfolio:2.1% ($1.6M/$74.9M)

MICROSOFT CORP

MSFT|594918104

Shares:4.2K

Value:$1.6M

% of Portfolio:2.1% ($1.6M/$74.9M)

464287804

IJR|464287804

Shares:14.0K

Value:$1.5M

% of Portfolio:2.0% ($1.5M/$74.9M)

464287408

IVE|464287408

Shares:7.6K

Value:$1.4M

% of Portfolio:1.9% ($1.4M/$74.9M)

464287309

IVW|464287309

Shares:13.0K

Value:$1.2M

% of Portfolio:1.6% ($1.2M/$74.9M)

808524870

Shares:40.9K

Value:$1.1M

% of Portfolio:1.5% ($1.1M/$74.9M)

808524508

Shares:40.6K

Value:$1.1M

% of Portfolio:1.4% ($1.1M/$74.9M)

464287432

Shares:10.7K

Value:$972.6K

% of Portfolio:1.3% ($972.6K/$74.9M)

78464A847

Shares:18.2K

Value:$929.3K

% of Portfolio:1.2% ($929.3K/$74.9M)

921943858

VEA|921943858

Shares:18.1K

Value:$922.3K

% of Portfolio:1.2% ($922.3K/$74.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	15.7K	QoQ +3.26% (-497) YoY -1.45% (-232)	All Managers (Combined)	$8.8M	11.8% ($8.8M/$74.9M)	QoQ -1.43% (-$128.3K) YoY +5.32% (-$446.8K)
(cusip921910709)✕	97.4K	QoQ -0.97% (-958) YoY NEW(+97.4K)	All Managers (Combined)	$6.9M	9.2% ($6.9M/$74.9M)	QoQ +3.98% (-$265.2K) YoY NEW(+$6.9M)
GRAPHIC PACKAGING HOLDING CO(GPKcusip388689101)	223.2K	QoQ +2.42% (-5.3K) YoY +8.97% (-18.4K)	All Managers (Combined)	$5.8M	7.7% ($5.8M/$74.9M)	QoQ -2.09% (-$124.2K) YoY -3.04% (-$182.2K)
(cusip316188309)✕	82.7K	QoQ +2.23% (+1.8K) YoY +25.74% (+16.9K)	All Managers (Combined)	$3.8M	5.0% ($3.8M/$74.9M)	QoQ +4.01% (+$145.7K) YoY +26.68% (+$795.4K)
Apple Inc.(AAPLcusip037833100)	14.8K	QoQ -0.55% (-83) YoY +0.32% (+48)	All Managers (Combined)	$3.3M	4.4% ($3.3M/$74.9M)	QoQ -11.79% (-$440.3K) YoY +29.95% (+$759.1K)
(IEFAcusip46432F842)	35.9K	QoQ -6.66% (-2.6K) YoY -15.08% (-6.4K)	All Managers (Combined)	$2.7M	3.6% ($2.7M/$74.9M)	QoQ +0.46% (-$12.5K) YoY -13.45% (-$421.9K)
(SCHXcusip808524201)	119.7K	QoQ +0.06% (-79) YoY +182.14% (+77.3K)	All Managers (Combined)	$2.6M	3.5% ($2.6M/$74.9M)	QoQ -4.68% (-$129.9K) YoY +0.38% (+$10.1K)
(IJHcusip464287507)	44.6K	QoQ +2.33% (-1.0K) YoY -47.51% (-40.4K)	All Managers (Combined)	$2.6M	3.5% ($2.6M/$74.9M)	QoQ -4.17% (-$113.3K) YoY -49.57% (-$2.6M)
ELI LILLY & Co(LLYcusip532457108)	2.7K	QoQ +0.18% (+5) YoY +3.16% (+82)	All Managers (Combined)	$2.2M	2.9% ($2.2M/$74.9M)	QoQ +7.15% (+$147.4K) YoY +9.51% (+$191.8K)
(cusip808524862)✕	76.5K	QoQ -1.73% (-1.4K) YoY +131.51% (+43.5K)	All Managers (Combined)	$1.9M	2.5% ($1.9M/$74.9M)	QoQ -0.59% (-$11.2K) YoY +16.88% (+$269.0K)
(cusip92189F437)✕	55.1K	QoQ -0.01% (-8) YoY -57.49% (-74.6K)	All Managers (Combined)	$1.6M	2.1% ($1.6M/$74.9M)	QoQ +0.64% (-$10.2K) YoY -57.73% (-$2.2M)
MICROSOFT CORP(MSFTcusip594918104)	4.2K	QoQ +3.71% (-151) YoY +7.31% (-287)	All Managers (Combined)	$1.6M	2.1% ($1.6M/$74.9M)	QoQ -7.64% (-$130.8K) YoY -4.25% (-$70.2K)
(IJRcusip464287804)	14.0K	QoQ +2.86% (-391) YoY -34.60% (-7.4K)	All Managers (Combined)	$1.5M	2.0% ($1.5M/$74.9M)	QoQ -6.64% (-$104.5K) YoY -38.12% (-$905.1K)
(IVEcusip464287408)	7.6K	QoQ +0.11% (-9) YoY +7.85% (+551)	All Managers (Combined)	$1.4M	1.9% ($1.4M/$74.9M)	QoQ -0.03% (-$473) YoY +10.04% (+$131.6K)
(IVWcusip464287309)	13.0K	QoQ +7.06% (-857) YoY -0.40% (-53)	All Managers (Combined)	$1.2M	1.6% ($1.2M/$74.9M)	QoQ -2.11% (-$26.0K) YoY +9.48% (-$104.5K)
(cusip808524870)✕	40.9K	QoQ -3.59% (-1.5K) YoY +205.54% (+27.5K)	All Managers (Combined)	$1.1M	1.5% ($1.1M/$74.9M)	QoQ +0.36% (-$4.0K) YoY +57.51% (+$401.1K)
(cusip808524508)✕	40.6K	QoQ -0.07% (-31) YoY +199.58% (-27.0K)	All Managers (Combined)	$1.1M	1.4% ($1.1M/$74.9M)	QoQ -5.52% (-$62.1K) YoY -3.60% (-$39.8K)
(cusip464287432)✕	10.7K	QoQ -2.96% (-326) YoY +2222.60% (+10.2K)	All Managers (Combined)	$972.6K	1.3% ($972.6K/$74.9M)	QoQ +1.15% (-$11.1K) YoY +2134.63% (+$929.1K)
(cusip78464A847)✕	18.2K	QoQ +8.17% (+1.4K) YoY +13.38% (+2.1K)	All Managers (Combined)	$929.3K	1.2% ($929.3K/$74.9M)	QoQ +1.23% (+$11.3K) YoY +8.79% (+$75.1K)
(VEAcusip921943858)	18.1K	QoQ +12.86% (+2.1K) YoY +15.93% (+2.5K)	All Managers (Combined)	$922.3K	1.2% ($922.3K/$74.9M)	QoQ +19.96% (+$153.5K) YoY +17.46% (+$137.1K)