C

Clearshares Portfolio holdings

AUM $133M
1-Year Est. Return 10.79%
This Quarter Est. Return
1 Year Est. Return
+10.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VTV icon
1
Vanguard Value ETF
VTV
$147B
$6.29M 4.73%
46,470
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$179B
$6.2M 4.66%
122,821
VUG icon
3
Vanguard Growth ETF
VUG
$203B
$5.96M 4.48%
20,553
VEU icon
4
Vanguard FTSE All-World ex-US ETF
VEU
$51.3B
$5.92M 4.45%
97,143
IEFA icon
5
iShares Core MSCI EAFE ETF
IEFA
$157B
$5.84M 4.38%
78,597
SPTM icon
6
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$5.64M 4.24%
106,474
VTI icon
7
Vanguard Total Stock Market ETF
VTI
$556B
$5.4M 4.06%
24,334
SCHD icon
8
Schwab US Dividend Equity ETF
SCHD
$69.9B
$5.25M 3.94%
212,127
USMV icon
9
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$5.24M 3.94%
71,291
IVV icon
10
iShares Core S&P 500 ETF
IVV
$677B
$4.92M 3.69%
11,416
IXUS icon
11
iShares Core MSCI Total International Stock ETF
IXUS
$50.4B
$4.68M 3.51%
65,856
VOO icon
12
Vanguard S&P 500 ETF
VOO
$777B
$4.62M 3.47%
11,707
VCIT icon
13
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.8B
$4.1M 3.08%
43,397
OPER icon
14
ClearShares Ultra-Short Maturity ETF
OPER
$120M
$3.84M 2.88%
38,375
AGG icon
15
iShares Core US Aggregate Bond ETF
AGG
$132B
$3.73M 2.8%
32,486
SCHK icon
16
Schwab 1000 Index ETF
SCHK
$4.76B
$3.61M 2.71%
169,498
IUSB icon
17
iShares Trust iShares Core Universal USD Bond ETF
IUSB
$33.4B
$3.59M 2.7%
67,455
SPY icon
18
SPDR S&P 500 ETF Trust
SPY
$677B
$3.38M 2.54%
7,868
VYM icon
19
Vanguard High Dividend Yield ETF
VYM
$65.1B
$3.23M 2.42%
31,213
VWO icon
20
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$3.13M 2.35%
62,607
BIV icon
21
Vanguard Intermediate-Term Bond ETF
BIV
$25.2B
$3.02M 2.27%
33,773
SPAB icon
22
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$8.67B
$3M 2.25%
100,537
GVI icon
23
iShares Intermediate Government/Credit Bond ETF
GVI
$3.73B
$2.98M 2.24%
25,863
BND icon
24
Vanguard Total Bond Market
BND
$137B
$2.96M 2.23%
34,703
BSV icon
25
Vanguard Short-Term Bond ETF
BSV
$38.9B
$2.9M 2.18%
35,396