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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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$871B
$8.07M 13.4%
11,788
-368
-3% -$250K
EDV icon
2
Vanguard World Funds Extended Duration ETF
EDV
$3.35B
$5.43M 9.01%
83,580
-2,406
-3% -$164K
FBND icon
3
Fidelity Total Bond ETF
FBND
$27.2B
$4.47M 7.41%
97,039
+8,169
+9% +$379K
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$71.3B
$3.03M 5.03%
112,662
-294
-0.3% -$7.85K
LLY icon
5
Eli Lilly
LLY
$1.09T
$2.93M 4.86%
2,723
+2
+0.1% +$1.91K
GPK icon
6
Graphic Packaging
GPK
$3.43B
$2.81M 4.67%
186,865
– –
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$123B
$1.83M 3.04%
27,759
-2,175
-7% -$142K
ANGL icon
8
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
$1.82M 3.02%
61,921
+2,609
+4% +$76.8K
AAPL icon
9
Apple
AAPL
$4.98T
$1.69M 2.8%
6,200
-8,556
-58% -$2.3M
MSFT icon
10
Microsoft
MSFT
$2.95T
$1.48M 2.46%
3,064
-1,165
-28% -$584K
VEA icon
11
Vanguard FTSE Developed Markets ETF
VEA
$225B
$1.41M 2.34%
22,623
+2,313
+11% +$142K
FBCG icon
12
Fidelity Blue Chip Growth ETF
FBCG
$6.72B
$1.39M 2.31%
25,423
+429
+2% +$23.3K
SPMD icon
13
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.4B
$1.35M 2.23%
23,260
+3,148
+16% +$181K
SCHO icon
14
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.28M 2.12%
52,387
+3,673
+8% +$89.6K
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$110B
$1.21M 2.01%
10,079
-30
-0.3% -$3.59K
SCHM icon
16
Schwab US Mid-Cap ETF
SCHM
$14.5B
$1.2M 1.99%
39,901
-46
-0.1% -$1.37K
NVDA icon
17
NVIDIA
NVDA
$4.77T
$1.12M 1.86%
6,021
-516
-8% -$96K
IEFA icon
18
iShares Core MSCI EAFE ETF
IEFA
$187B
$1.07M 1.77%
11,909
-7,349
-38% -$650K
TLT icon
19
iShares 20+ Year Treasury Bond ETF
TLT
$43.1B
$963K 1.6%
11,046
+205
+2% +$18.3K
SCHP icon
20
Schwab US TIPS ETF
SCHP
$16.4B
$962K 1.6%
36,309
+858
+2% +$23K
BAC icon
21
Bank of America
BAC
$438B
$932K 1.55%
16,954
-262
-2% -$13.8K
SCHG icon
22
Schwab US Large-Cap Growth ETF
SCHG
$59.1B
$871K 1.45%
26,714
-84
-0.3% -$2.73K
GOOGL icon
23
Alphabet (Google) Class A
GOOGL
$4.1T
$776K 1.29%
2,480
-228
-8% -$65.1K
AMZN icon
24
Amazon
AMZN
$2.49T
$705K 1.17%
3,056
-140
-4% -$32K
MUNI icon
25
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.06B
$651K 1.08%
12,430
+10
+0.1% +$525
1
2 3 4 5

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CSTB
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1M
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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.