Systems Administrator

0001635523-23-000003.txt : 20230809 0001635523-23-000003.hdr.sgml : 20230809 20230809114616 ACCESSION NUMBER: 0001635523-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230809 DATE AS OF CHANGE: 20230809 EFFECTIVENESS DATE: 20230809 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CLEAR INVESTMENT RESEARCH, LLC CENTRAL INDEX KEY: 0001635523 IRS NUMBER: 463868027 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16875 FILM NUMBER: 231154119 BUSINESS ADDRESS: STREET 1: 284 SOUTH MAIN STREET STREET 2: SUITE 900 CITY: ALPHARETTA STATE: GA ZIP: 30009 BUSINESS PHONE: 678-293-8667 MAIL ADDRESS: STREET 1: 284 SOUTH MAIN STREET STREET 2: SUITE 900 CITY: ALPHARETTA STATE: GA ZIP: 30009 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001635523 XXXXXXXX 06-30-2023 06-30-2023 CLEAR INVESTMENT RESEARCH, LLC

284 SOUTH MAIN STREET SUITE 900 ALPHARETTA GA 30009

13F HOLDINGS REPORT 028-16875 N Travis Jennings Systems Administrator 6782938688 Travis Jennings Alpharetta GA 08-09-2023 0 199 59641483 false INFORMATION TABLE 2 CiR2Q202313F.xml CIR 2Q 2023 13F AT&T COM 00206R102 26286 1648 SH SOLE 0 0 1648 ARK ETF TR INNOVATION ETF 00214Q104 3046 69 SH SOLE 0 0 69 ADOBE INC COM 00724F101 30806 63 SH SOLE 0 0 63 ADVANCED MICRO DEVICES INC COM 007903107 46134 405 SH SOLE 0 0 405 AIRBNB INC COM CL A 009066101 897 7 SH SOLE 0 0 7 AIR PRODS & CHEMS INC COM 009158106 4493 15 SH SOLE 0 0 15 ALBEMARLE CORP COM 012653101 19216 86 SH SOLE 0 0 86 ALPHABET INC CAP STK CL C 02079K107 29638 245 SH SOLE 0 0 245 ALPHABET INC CAP STK CL A 02079K305 199660 1668 SH SOLE 0 0 1668 AMAZON COM INC COM 023135106 445962 3421 SH SOLE 0 0 3421 AMERICAN TOWER CORP NEW COM 03027X100 4655 24 SH SOLE 0 0 24 APPLE INC COM 037833100 2740906 14130 SH SOLE 0 0 14130 APPLIED MATLS INC COM 038222105 80220 555 SH SOLE 0 0 555 ASTRAZENECA PLC SPONSORED Adr 046353108 20040 280 SH SOLE 0 0 280 BANK AMER CORP COM 060505104 511893 17842 SH SOLE 0 0 17842 BARCLAYS BK PLC DJUBS CMDT ETN36 06738C778 162113 5303 SH SOLE 0 0 5303 BERSHIRE HATHAWAY INC DEL CL B NEW 084670702 266662 782 SH SOLE 0 0 782 BEST BUY INC COM 086516101 73755 900 SH SOLE 0 0 900 BLACKROCK INC COM 09247X101 6240 9 SH SOLE 0 0 9 BRISTOL-MYERS SQUIBB CO COM 110122108 31975 500 SH SOLE 0 0 500 BROADCOM INC COM 11135F101 5214 6 SH SOLE 0 0 6 CVS HEALTH GROUP COM 126650100 169783 2456 SH SOLE 0 0 2456 CADENCE DESIGN SYSTEM INC COM 127387108 58630 250 SH SOLE 0 0 250 CANNAE HLDGS INC COM 13765N107 20 1 SH SOLE 0 0 1 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 51650 2196 SH SOLE 0 0 2196 CARNIVAL CORP COMMON STOCK 143658300 188 10 SH SOLE 0 0 10 CHEVRON CORP NEW COM 166764100 14032 89 SH SOLE 0 0 89 COCA COLA CO COM 191216100 41086 682 SH SOLE 0 0 682 COINBASE GLOBAL INC COM CL A 19260Q107 72 1 SH SOLE 0 0 1 COLLABORATIVE INVESTMENT SER RAREVIEW INFLATN 19423L532 17 1 SH SOLE 0 0 1 COMCAST CORP NEW CL A 20030N101 2576 62 SH SOLE 0 0 62 CONAGRA BANDS INC COM 205887102 3729 110 SH SOLE 0 0 110 CORTEVA INC COM 22052L104 0 0 SH SOLE 0 0 0 DXC TECHNOLOGY CO COM 23355L106 391 14 SH SOLE 0 0 14 DELTA AIR LINES INC DEL COM NEW 247361702 475 10 SH SOLE 0 0 10 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 198405 7262 SH SOLE 0 0 7262 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 124157 2676 SH SOLE 0 0 2676 DISNEY WALT CO COM DISNEY 254687106 4553 51 SH SOLE 0 0 51 DOLLAR GEN CORP NEW COM 256677105 29881 176 SH SOLE 0 0 176 DOLLAR TREE INC COM 256746108 746200 5200 SH SOLE 0 0 5200 DRAFTKINGS INC COM CL A 26142V105 2657 100 SH SOLE 0 0 100 DUPONT DE NEMOURS INC COM 26614N102 0 0 SH SOLE 0 0 0 ECOLAB INC COM 278865100 2987 16 SH SOLE 0 0 16 ESSENTIAL PPTYS RLTY TR INC COM 29670E107 13858 588 SH SOLE 0 0 588 EXXON MOBIL CORP COM 30231G102 93546 872 SH SOLE 0 0 872 META PLATFORMS INC CL A 30303M102 4750 16 SH SOLE 0 0 16 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 1269098 27941 SH SOLE 0 0 27941 FIDELITY NATL INFORMATION SV COM 31620M106 47979 877 SH SOLE 0 0 877 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 132 4 SH SOLE 0 0 4 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 71650 1825 SH SOLE 0 0 1825 FORD MTR CO DEL COM 345370860 9254 612 SH SOLE 0 0 612 FORTUNE BRANDS HOME & SEC IN COM 34964C106 14390 200 SH SOLE 0 0 200 GENERAC HLDGS INC COM 368736104 7457 50 SH SOLE 0 0 50 GENERAL ELECTRIC CO COM NEW 369604301 32955 300 SH SOLE 0 0 300 GENERAL MLS INC COM 370334104 1534 20 SH SOLE 0 0 20 GENERAL MTRS CO COM 37045V100 41452 1075 SH SOLE 0 0 1075 GRAPHIC PACKAGING HLDG CO COM 388689101 6036501 251206 SH SOLE 0 0 251206 GROWGENERATION CORP COM 39986L109 340 100 SH SOLE 0 0 100 HP INC COM 40434L105 6793 221 SH SOLE 0 0 221 HEWLETT PACKARD ENTERPRISE C COM 42824C109 3485 207 SH SOLE 0 0 207 HOME DEPOT INC COM 437076102 49702 160 SH SOLE 0 0 160 HONEYWELL INTL INC COM 438516106 11487 55 SH SOLE 0 0 55 IDEXX LABS INC COM 45168D104 12556 25 SH SOLE 0 0 25 ILLINOIS TOOL WKS INC COM 452308109 2752 11 SH SOLE 0 0 11 INTEL CORP COM 458140100 3344 100 SH SOLE 0 0 100 INTERNATIONAL BUSINESS MACHS COM 459200101 1338 10 SH SOLE 0 0 10 INVESCO QQQ TR UNIT SER 1 46090E103 130036 352 SH SOLE 0 0 352 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 254547 5045 SH SOLE 0 0 5045 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 32883 219 SH SOLE 0 0 219 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 95660 1523 SH SOLE 0 0 1523 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 78 4 SH SOLE 0 0 4 INVESCO EXCHNG TRADED FD TR SOLAR ETF 46138G706 14070 197 SH SOLE 0 0 197 INVESCO EXCHANGE TRADED FD T TREAS COLATERL 46138G888 61878 586 SH SOLE 0 0 586 ISHARES GOLD TR ISHARES NEW 464285204 76892 2113 SH SOLE 0 0 2113 ISHARES MSCI FRNTR100ETF 464286145 268 10 SH SOLE 0 0 10 ISHARES MIN VOL EMRG MKT 464286533 205663 3740 SH SOLE 0 0 3740 ISHARES TR TIPS BD ETF 464287176 568829 5285 SH SOLE 0 0 5285 ISHARES TR CORE S&P500 ETF 464287200 5262194 11806 SH SOLE 0 0 11806 ISHARES TR CORE US AGGBD ET 464287226 355363 3628 SH SOLE 0 0 3628 ISHARES TR S&P 500 GRWT ETF 464287309 1014230 14390 SH SOLE 0 0 14390 ISHARES TR GLOBAL ENERG ETF 464287341 0 0 SH SOLE 0 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1210306 7508 SH SOLE 0 0 7508 ISHARES TR 20 YR TR BD ETF 464287432 47352 460 SH SOLE 0 0 460 ISHARES TR RUS MD CAP GR ETF 464287499 13446 184 SH SOLE 0 0 184 ISHARES TR CORE S&P MCP ETF 464287507 4995026 19102 SH SOLE 0 0 19102 ISHARES TR ISHARES SEMICDTR 464287523 51233 101 SH SOLE 0 0 101 ISHARES TR RUS 2000 VAL ETF 464287630 335244 2381 SH SOLE 0 0 2381 ISHARES TR RUS 2000 GRW ETF 464287648 383717 1581 SH SOLE 0 0 1581 ISHARES TR RUSSELL 2000 ETF 464287655 88049 470 SH SOLE 0 0 470 ISHARES TR U.S REAL ES ETF 464287739 197503 2282 SH SOLE 0 0 2282 ISHARES TR CORE S&P SCP ETF 464287804 2040867 20480 SH SOLE 0 0 20480 ISHARES TR CORE SMC600VL ETF 464287879 305334 3211 SH SOLE 0 0 3211 ISHARES TR SP SMCP600GR ETF 464287887 306059 2663 SH SOLE 0 0 2663 ISHARES TR INTL TREA BD ETF 464288117 75300 1902 SH SOLE 0 0 1902 ISHARES TR MSCI ACWI EX US 464288240 4449 90 SH SOLE 0 0 90 ISHARES TR MSCI ACWI ETF 464288257 3379 35 SH SOLE 0 0 35 ISHARES TR EAFE SML CP ETF 464288273 145747 2471 SH SOLE 0 0 2471 ISHARES TR JP MOR EM MK ETF 464288281 130228 1504 SH SOLE 0 0 1504 ISHARES TR MRGSTR MD CP VAL 464288406 125450 1969 SH SOLE 0 0 1969 ISHARES TR IBOXX HI YD ETF 464288513 677905 9030 SH SOLE 0 0 9030 ISHARES TR ISHARES 46428Q109 38458 1841 SH SOLE 0 0 1841 ISHARES TR CORE HIGH DV ETF 46429B663 67937 674 SH SOLE 0 0 674 ISHARES TR MIN VOL EAFE ETF 46429B689 14648 217 SH SOLE 0 0 217 ISHARES TR MSCI USA MIN VOL 46429B697 26355 354 SH SOLE 0 0 354 ISHARES TR 0-5 YR TIPS ETF 46429B747 744982 7633 SH SOLE 0 0 7633 ISHARES US ETF TR SHT MAT BD ETF 46431W507 123011 2474 SH SOLE 0 0 2474 ISHARES TR USA QUALITY FCTR 46432F339 254730 1888 SH SOLE 0 0 1888 ISHARES TR USA MOMENTUM FCT 46432F396 12550 87 SH SOLE 0 0 87 ISHARES TR CORE MSCI TOTAL 46432F834 205913 3288 SH SOLE 0 0 3288 ISHARES TR CORES MSCI EAFE 46432F842 2840686 42084 SH SOLE 0 0 42084 ISHARES TR CORE ST USDB ETF 46432F859 74772 1603 SH SOLE 0 0 1603 ISHARES INC CORE MSCI EMKT 46434G103 1830169 37130 SH SOLE 0 0 37130 ISHARES TR MULTIFACTOR USA 46434V282 175967 3949 SH SOLE 0 0 3949 ISHARES TR MSCI INTL MOMENT 46434V449 13903 418 SH SOLE 0 0 418 ISHARES TR CORE DIV GRWTH 46434V621 142569 2766 SH SOLE 0 0 2766 JPMORGAN CHASE & CO COM 46625H100 20198 138 SH SOLE 0 0 138 JOHN HANCOCK EXCHAGE TRADED MULTIFACTOR MI 47804J206 53634 1079 SH SOLE 0 0 1079 JOHNSON & JOHNSON COM 478160104 307182 1855 SH SOLE 0 0 1855 KEARNY FINL CORP MD COM 48716P108 212 30 SH SOLE 0 0 30 KROGER CO COM 501044101 1081 23 SH SOLE 0 0 23 L3HARRIS TECHNOLOGIES INC COM 502431109 1379 7 SH SOLE 0 0 7 LAMB RESEARCH CORP COM 512807108 643 1 SH SOLE 0 0 1 LAMB WESTON HLDGS INC COM 513272104 3705 32 SH SOLE 0 0 32 LEVI STRAUSS & CO NEW CL A COM STK 52736R102 4329 300 SH SOLE 0 0 300 LILLY ELI & CO COM 532457108 1275626 2720 SH SOLE 0 0 2720 LITHIUM AMERS CORP NEW COM NEW 53680Q207 14875 736 SH SOLE 0 0 736 LOCKHEED MARTIN CORP COM 539830109 19895 43 SH SOLE 0 0 43 LOWES COS INC COM 548661107 225700 1000 SH SOLE 0 0 1000 MPLX LP COM UNIT REP LTD 55336V100 23758 700 SH SOLE 0 0 700 MARVELL TECHNOLOGY COM UNIT REP LTD 573874104 3770 63 SH SOLE 0 0 63 MICROSOFT CORP COM 594918104 1192352 3501 SH SOLE 0 0 3501 MULLEN AUTOMOTIVE INC COM 62526P208 42 390 SH SOLE 0 0 390 NETFLIX INC COM 64110L106 32262 73 SH SOLE 0 0 73 NEXTERA ENERGY INC COM 65339F101 6992 94 SH SOLE 0 0 94 NVIDIA CORP COM 67066G104 415049 981 SH SOLE 0 0 981 OCCIDENTAL PETE CORP COM 674599105 1000 17 SH SOLE 0 0 17 OLD DOMINION FREIGHT LINE IN COM 979580100 1481 4 SH SOLE 0 0 4 ON SEMICONDUCTOR CORP COM 682189105 1702 18 SH SOLE 0 0 18 ORACLE CORP COM 68389X105 35012 294 SH SOLE 0 0 294 PALO ALTO NETWORKS INC COM 697435105 1022 4 SH SOLE 0 0 4 PAYCHEX INC COM 704326107 22042 197 SH SOLE 0 0 197 PAYCOM SOFTWARE INC COM 70432V102 31507 98 SH SOLE 0 0 98 PEPSICO INC COM 713448108 19819 107 SH SOLE 0 0 107 PFIZER INC COM 717081103 87702 2391 SH SOLE 0 0 2391 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 220666 2354 SH SOLE 0 0 2354 PIMCO EFT TR 0-5 HIGH YIELD 72201R783 26992 296 SH SOLE 0 0 296 PROCTOR AND GAMBLE CO COM 742718109 183680 1210 SH SOLE 0 0 1210 PROLOGIS INC COM 74340W103 9642 78 SH SOLE 0 0 78 PROSHARES TR ULTRAPRO QQQ 74347X831 3583 87 SH SOLE 0 0 87 RAYTHEON TECHNOLOGIES CORP COM 75513E101 10678 109 SH SOLE 0 0 109 ROYAL BK CDA SUSTAINABL COM 780087102 6399 67 SH SOLE 0 0 67 RYDER SYS INC COM 783549108 181111 2136 SH SOLE 0 0 2136 SPDR S&P 500 ETF TR TR UNIT 78462F103 110820 250 SH SOLE 0 0 250 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 37474 895 SH SOLE 0 0 895 SPDR SER TR PRTFLO S&P500 HI 78468R788 63889 1723 SH SOLE 0 0 1723 SCHWAB CHARLES CORP COM 808513105 10202 180 SH SOLE 0 0 180 SCWAB STRATEGIC TR US LRG CAP ETF 808524201 2266050 43270 SH SOLE 0 0 43270 SCWAB STRATEGIC TR US LCAP GR ETF 808524300 553581 7386 SH SOLE 0 0 7386 SCWAB STRATEGIC TR US LCAP GR ETF 808524409 477144 7112 SH SOLE 0 0 7112 SCWAB STRATEGIC TR US MID-CAP ETF 808524508 972472 13691 SH SOLE 0 0 13691 SCWAB STRATEGIC TR US SML CAP ETF 808524607 580043 13243 SH SOLE 0 0 13243 SCWAB STRATEGIC TR EMRD MKTEQ ETF 808524706 133790 5432 SH SOLE 0 0 5432 SCWAB STRATEGIC TR US DIVIDEND EQ 808524797 122728 1690 SH SOLE 0 0 1690 SCWAB STRATEGIC TR INTL EQTY ETF 808524805 572646 16063 SH SOLE 0 0 16063 SCWAB STRATEGIC TR US REIT ETF 808524847 171532 8783 SH SOLE 0 0 8783 SCWAB STRATEGIC TR SHT TM US TRES 808524862 1391041 28943 SH SOLE 0 0 28943 SCWAB STRATEGIC TR US TIPS ETF 808524870 500441 9544 SH SOLE 0 0 9544 SCWAB STRATEGIC TR INTL SCEQT ETF 808524888 60482 1791 SH SOLE 0 0 1791 SNAP INC CL A 83304A106 12 1 SH SOLE 0 0 1 SOUTHERN CO COM 842587107 148066 2107 SH SOLE 0 0 2107 STARBUCKS CORP COM 855244109 6452 65 SH SOLE 0 0 65 SYNOPSYS INC COM 871607107 54426 125 SH SOLE 0 0 125 T-MOBILE US INC COM 872590104 3334 24 SH SOLE 0 0 24 TESLA INC COM 88160R101 57328 219 SH SOLE 0 0 219 TORONTO DOMINION BK ONT COM NEW 891160509 620 10 SH SOLE 0 0 10 TRUIST FINL CORP COM 89832Q109 81247 2677 SH SOLE 0 0 2677 UBER TECHNOLOGIES INC COM 90353T100 1770 41 SH SOLE 0 0 41 UNITED STS OIL FD LP UNITS 91232N207 55860 879 SH SOLE 0 0 879 UNITEDHEALTH GROUP INC COM 91324P102 42026 87 SH SOLE 0 0 87 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 2799154 100797 SH SOLE 0 0 100797 VANECK ETF TRUST MORNINGSTAR SMID 92189H730 46962 1568 SH SOLE 0 0 1568 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 143607 1900 SH SOLE 0 0 1900 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4137 39 SH SOLE 0 0 39 VANGUARD WORLD FDS UTILITIES ETF 92204A876 360 2 SH SOLE 0 0 2 VANGUARD SCOTTSDALE FDS SHRT TMR CORP BD 92206C409 454 6 SH SOLE 0 0 6 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3691936 44183 SH SOLE 0 0 44183 VIAD CORP COM NEW 92552R406 1149 42 SH SOLE 0 0 42 VIATRIS INC COM 92556V106 2475 248 SH SOLE 0 0 248 VISA INC COM CL A 92826C839 37997 160 SH SOLE 0 0 160 WABTEC COM 929740108 1316 12 SH SOLE 0 0 12 WALMART INC COM 931142103 89815 571 SH SOLE 0 0 571 WALGREENS BOOT ALLIANCE INC COM 931427108 22792 800 SH SOLE 0 0 800 WARNER BROS DISCOVERY INC COM SER A 934423104 4991 398 SH SOLE 0 0 398 WASTE MGMT INC DEL COM 94106L109 1214 7 SH SOLE 0 0 7 WELLS FARGO CO NEW COM 949746101 116687 2734 SH SOLE 0 0 2734 WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103 8676 400 SH SOLE 0 0 400 INVESCO LTD SHS G491BT108 16810 1000 SH SOLE 0 0 1200 MEDTRONIC PLC SHS G5960L103 52860 600 SH SOLE 0 0 600 CNH INDL N V SHS N20944109 2405 167 SH SOLE 0 0 167