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CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
+2.48%
1 Year Est. Return
+11.37%
3 Year Est. Return
+37.84%
5 Year Est. Return
+37.18%
10 Year Est. Return
+103.92%
AUM
$60.3M
AUM Growth
-$14.4M
Cap. Flow
-$15.2M
Cap. Flow %
-25.21%
Top 10 Hldgs %
55.69%
Holding
252
New
–
Increased
21
Reduced
25
Closed
201

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$379K
2
SLV icon
iShares Silver Trust
SLV
+$287K
3
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$181K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$142K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$89.6K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.3M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$650K
3
MSFT icon
Microsoft
MSFT
+$584K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$506K
5
DLTR icon
Dollar Tree
DLTR
+$491K

Sector Composition

Rank Sector Weight
1 Technology 8.1%
2 Consumer Discretionary 5.84%
3 Healthcare 4.86%
4 Financials 2.35%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHA icon
26
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$649K 1.08%
22,793
– –
SCHV
27
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$604K 1%
20,409
– –
SCHF icon
28
Schwab International Equity ETF
SCHF
$68.7B
$604K 1%
25,126
-80
-0.3% -$1.9K
IEMG icon
29
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$551K 0.91%
8,195
+341
+4% +$22.9K
IAU icon
30
iShares Gold Trust
IAU
$64.4B
$533K 0.89%
6,572
+657
+11% +$51.4K
SLV icon
31
iShares Silver Trust
SLV
$30.9B
$531K 0.88%
8,246
+5,736
+229% +$287K
STIP icon
32
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$520K 0.86%
5,081
-173
-3% -$17.8K
IVW icon
33
iShares S&P 500 Growth ETF
IVW
$77.6B
$509K 0.84%
4,126
-1,577
-28% -$193K
IVE icon
34
iShares S&P 500 Value ETF
IVE
$49.8B
$505K 0.84%
2,382
-2,010
-46% -$421K
VNQ icon
35
Vanguard Real Estate ETF
VNQ
$39.1B
$488K 0.81%
5,509
+208
+4% +$18.7K
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.13T
$484K 0.8%
962
+40
+4% +$19.9K
R icon
37
Ryder
R
$10.1B
$401K 0.67%
2,097
– –
QUAL icon
38
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$378K 0.63%
1,902
-8
-0.4% -$1.57K
DFAI
39
Dimensional International Core Equity Market ETF
DFAI
$18B
$364K 0.6%
9,547
-559
-6% -$20.7K
SPHQ icon
40
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$361K 0.6%
4,812
+10
+0.2% +$743
DGRO icon
41
iShares Core Dividend Growth ETF
DGRO
$43.6B
$361K 0.6%
5,198
-57
-1% -$3.92K
PLTR icon
42
Palantir
PLTR
$413B
$358K 0.59%
2,012
+13
+0.7% +$2.35K
QQQ icon
43
Invesco QQQ Trust
QQQ
$481B
$350K 0.58%
570
+1
+0.2% +$614
HYG icon
44
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$348K 0.58%
4,319
-2,193
-34% -$177K
TQQQ icon
45
ProShares UltraPro QQQ
TQQQ
$37.4B
$328K 0.54%
6,229
-61
-1% -$3.28K
SPY icon
46
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$317K 0.53%
465
– –
KO icon
47
Coca-Cola
KO
$375B
$286K 0.47%
4,094
+13
+0.3% +$906
IXUS icon
48
iShares Core MSCI Total International Stock ETF
IXUS
$60.4B
$261K 0.43%
3,088
+26
+0.8% +$2.18K
WMT icon
49
Walmart Inc
WMT
$890B
$261K 0.43%
2,342
+18
+0.8% +$1.93K
AVGO icon
50
Broadcom
AVGO
$2.04T
$234K 0.39%
677
-9
-1% -$3.22K
1
2
3 4 5

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CMU
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1M
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AIM
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1I
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Clear Investment Research's Q4 2025 Portfolio in Review

As of Q4 2025, Clear Investment Research held 252 positions worth $60.3M, down 19% from $74.6M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Clear Investment Research withdrew a net $15.2M in Q4 2025, closing 201 positions and reducing 25 holdings. Its most notable exit was iShares Russell 2000 Growth ETF, an estimated $506K position sold in full.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, down from 11% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Clear Investment Research added an estimated $379K to Fidelity Total Bond ETF.

  • Clear Investment Research added most to Fidelity Total Bond ETF in Q4 2025, an estimated $379K increase.
  • Clear Investment Research's biggest Q4 2025 reduction was Apple, cutting an estimated $2.3M.
  • Clear Investment Research fully exited iShares Russell 2000 Growth ETF in Q4 2025, selling an estimated $506K.
  • Clear Investment Research's ten largest holdings make up 56% of its $60.3M portfolio in Q4 2025.
  • Clear Investment Research opened 0 new positions and closed 201 in Q4 2025.
  • Clear Investment Research's portfolio value fell 19% quarter-over-quarter to $60.3M.

Based on Clear Investment Research's 13F filing for Q4 2025, filed 9 Feb 2026.