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Home > Institutional Investor > Clear Investment Research, Llc > Profile

Instuitional Investor - Clear Investment Research, Llc

Fund Profile
Filing Period:
Fund Name: Clear Investment Research, Llc
Portfolio Value $64,235,996
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 11,445 $8,571,283 13.34%
2.
Vanguard World Fd
 80,291 $5,225,328 8.13%
3.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 98,897 $4,498,812 7%
4.
Schwab Strategic Trust
 SCHD 112,481 $3,310,316 5.15%
5.
Eli Lilly & Co
 LLY 2,718 $3,259,958 5.07%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.