Accountant

0001635523-24-000002.txt : 20240502 0001635523-24-000002.hdr.sgml : 20240502 20240502115356 ACCESSION NUMBER: 0001635523-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240502 DATE AS OF CHANGE: 20240502 EFFECTIVENESS DATE: 20240502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CLEAR INVESTMENT RESEARCH, LLC CENTRAL INDEX KEY: 0001635523 ORGANIZATION NAME: 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: 24906472 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 03-31-2024 03-31-2024 CLEAR INVESTMENT RESEARCH, LLC

284 SOUTH MAIN STREET SUITE 900 ALPHARETTA GA 30009

13F HOLDINGS REPORT 028-16875 N Travis Jennings Accountant 6782938688 Travis Jennings Alpharetta GA 05-02-2024 0 221 74315569 false INFORMATION TABLE 2 CiR20241Q13F.xml CIR 1Q 2204 13F FILING AT&T COM 00206R102 29005 1648 SH SOLE 0 0 1648 ARK ETF TR INNOVATION ETF 00214Q104 3456 69 SH SOLE 0 0 69 ABBOTT LABS COM 002824100 9138 80 SH SOLE 0 0 80 ABBVIE INC COM 00287Y109 45749 251 SH SOLE 0 0 251 ADOBE INC COM 00724F101 40368 80 SH SOLE 0 0 80 ADVANCED MICRO DEVICES INC COM 007903107 78874 437 SH SOLE 0 0 437 AIRBNB INC COM CL A 009066101 1320 8 SH SOLE 0 0 8 AIR PRODS & CHEMS INC COM 009158106 32485 134 SH SOLE 0 0 134 ALBEMARLE CORP COM 012653101 13661 103 SH SOLE 0 0 103 ALPHABET INC CAP STK CL C 02079K107 37304 245 SH SOLE 0 0 245 ALPHABET INC CAP STK CL A 02079K305 322839 2139 SH SOLE 0 0 2139 AMAZON COM INC COM 023135106 578298 3206 SH SOLE 0 0 3206 AMERICAN TOWER CORP NEW COM 03027X100 4421 22 SH SOLE 0 0 22 APPLE INC COM 037833100 2533999 14777 SH SOLE 0 0 14777 APPLIED MATLS INC 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ISHARES TR RUS 2000 GRW ETF 464287648 423184 1562 SH SOLE 0 0 1562 ISHARES TR RUSSELL 2000 ETF 464287655 102561 487 SH SOLE 0 0 487 ISHARES TR U.S REAL ES ETF 464287739 209763 2333 SH SOLE 0 0 2333 ISHARES TR CORE S&P SCP ETF 464287804 2374091 21481 SH SOLE 0 0 21481 ISHARES TR CORE SMC600VL ETF 464287879 325441 3167 SH SOLE 0 0 3167 ISHARES TR SP SMCP600GR ETF 464287887 323951 2478 SH SOLE 0 0 2478 ISHARES TR INTL TREA BD ETF 464288117 36975 933 SH SOLE 0 0 933 ISHARES TR MSCI ACWI EX US 464288240 4894 91 SH SOLE 0 0 91 ISHARES TR MSCI ACWI ETF 464288257 3915 35 SH SOLE 0 0 35 ISHARES TR EAFE SML CP ETF 464288273 169015 2668 SH SOLE 0 0 2668 ISHARES TR JP MOR EM MK ETF 464288281 115228 1285 SH SOLE 0 0 1285 ISHARES TR MRGSTR MD CP VAL 464288406 142785 1968 SH SOLE 0 0 1968 ISHARES TR IBOXX HI YD ETF 464288513 523320 6732 SH SOLE 0 0 6732 ISHARES TR ISHARES 46428Q109 42634 1874 SH SOLE 0 0 1874 ISHARES TR CORE HIGH DV ETF 46429B663 71724 650 SH SOLE 0 0 650 ISHARES TR MIN VOL EAFE ETF 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COM 58933Y105 47106 357 SH SOLE 0 0 357 MICROSOFT CORP COM 594918104 1651394 3925 SH SOLE 0 0 3925 MONDELEZ INTL INC CL A 609207105 37245 532 SH SOLE 0 0 532 MULLEN AUTOMOTIVE INC COM NEW 62526P406 5 1 SH SOLE 0 0 1 NETFLIX INC COM 64110L106 54199 89 SH SOLE 0 0 89 NEXTERA ENERGY INC COM 65339F101 4777 74 SH SOLE 0 0 74 NVIDIA CORP COM 67066G104 908249 1005 SH SOLE 0 0 1005 OCCIDENTAL PETE CORP COM 674599105 590 9 SH SOLE 0 0 9 OLD DOMINION FREIGHT LINE IN COM 979580100 1762 8 SH SOLE 0 0 8 ON SEMICONDUCTOR CORP COM 682189105 221 3 SH SOLE 0 0 3 ORACLE CORP COM 68389X105 36929 294 SH SOLE 0 0 294 PNC FINL SVCS GROUP INC COM 693475105 17147 106 SH SOLE 0 0 106 PALO ALTO NETWORKS INC COM 697435105 1421 5 SH SOLE 0 0 5 PARKER-HANNIFIN CORP COM 701094104 3891 7 SH SOLE 0 0 7 PAYCHEX INC COM 704326107 24196 197 SH SOLE 0 0 197 PAYCOM SOFTWARE INC COM 70432V102 19590 98 SH SOLE 0 0 98 PEPSICO INC COM 713448108 53903 308 SH SOLE 0 0 308 PFIZER INC COM 717081103 66350 2391 SH SOLE 0 0 2391 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ETF 808524201 2633578 42436 SH SOLE 0 0 42436 SCWAB STRATEGIC TR US LCAP GR ETF 808524300 669068 7216 SH SOLE 0 0 7216 SCWAB STRATEGIC TR US LCAP GR ETF 808524409 526313 6927 SH SOLE 0 0 6927 SCWAB STRATEGIC TR US MID-CAP ETF 808524508 1103051 13546 SH SOLE 0 0 13546 SCWAB STRATEGIC TR US SML CAP ETF 808524607 605406 12295 SH SOLE 0 0 12295 SCWAB STRATEGIC TR EMRD MKTEQ ETF 808524706 107439 4255 SH SOLE 0 0 4255 SCWAB STRATEGIC TR US DIVIDEND EQ 808524797 134652 1670 SH SOLE 0 0 1670 SCWAB STRATEGIC TR INTL EQTY ETF 808524805 586315 15026 SH SOLE 0 0 15026 SCWAB STRATEGIC TR US REIT ETF 808524847 178295 8783 SH SOLE 0 0 8783 SCWAB STRATEGIC TR SHT TM US TRES 808524862 1593339 33049 SH SOLE 0 0 33049 SCWAB STRATEGIC TR US TIPS ETF 808524870 697459 13371 SH SOLE 0 0 13371 SCWAB STRATEGIC TR INTL SCEQT ETF 808524888 48258 1348 SH SOLE 0 0 1348 SEMPRA COM 816851109 23417 326 SH SOLE 0 0 326 SNAP INC CL A 83304A106 115 10 SH SOLE 0 0 10 SOUTHERN CO COM 842587107 144943 2020 SH SOLE 0 0 2020 STARBUCKS CORP COM 855244109 30365 332 SH SOLE 0 0 332 SYNOPSYS INC COM 871607107 71438 125 SH SOLE 0 0 125 T-MOBILE US INC COM 872590104 2139 13 SH SOLE 0 0 13 TESLA INC COM 88160R101 74183 422 SH SOLE 0 0 422 TEXAS INSTRS INC COM 882508104 24058 138 SH SOLE 0 0 138 TORONTO DOMINION BK ONT COM NEW 891160509 604 10 SH SOLE 0 0 10 TRANSDIGM GROUP INC COM 893641100 3695 3 SH SOLE 0 0 3 TRAVELERS COMPANIES INC COM 89417E109 25427 110 SH SOLE 0 0 110 TRUIST FINL CORP COM 89832Q109 96709 2481 SH SOLE 0 0 2481 US BANKCORP DEL COM NEW 902973304 19985 447 SH SOLE 0 0 447 UBER TECHNOLOGIES INC COM 90353T100 2618 34 SH SOLE 0 0 34 UNITED STS OIL FD LP UNITS 91232N207 86682 1101 SH SOLE 0 0 1101 UNITEDHEALTH GROUP INC COM 91324P102 44597 90 SH SOLE 0 0 90 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 3763187 129675 SH SOLE 0 0 129675 VANECK ETF TRUST MORNINGSTAR SMID 92189H730 19157 561 SH SOLE 0 0 561 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 84874 1107 SH SOLE 0 0 1107 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 785202 15650 SH SOLE 0 0 15650 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4719 39 SH SOLE 0 0 39 VANGUARD SCOTTSDALE FDS SHRT TMR CORP BD 92206C409 464 6 SH SOLE 0 0 6 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4194731 48505 SH SOLE 0 0 48505 VIAD CORP COM NEW 92552R406 1688 42 SH SOLE 0 0 42 VIATRIS INC COM 92556V106 2961 248 SH SOLE 0 0 248 VISA INC COM CL A 92826C839 44430 159 SH SOLE 0 0 159 WABTEC COM 929740108 1748 12 SH SOLE 0 0 12 WALMART INC COM 931142103 110522 1836 SH SOLE 0 0 1836 WALGREENS BOOT ALLIANCE INC COM 931427108 17352 800 SH SOLE 0 0 800 WARNER BROS DISCOVERY INC COM SER A 934423104 3475 398 SH SOLE 0 0 398 WASTE MGMT INC DEL COM 94106L109 1918 9 SH SOLE 0 0 9 WELLS FARGO CO NEW COM 949746101 158463 2734 SH SOLE 0 0 2734 EATON CORP PLC SHS G29183103 38261 122 SH SOLE 0 0 122 INVESCO LTD SHS G491BT108 16590 1000 SH SOLE 0 0 1200 MEDTRONIC PLC SHS G5960L103 52290 600 SH SOLE 0 0 600 CNH INDL N V SHS N20944109 2164 167 SH SOLE 0 0 167