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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 $60,274,394
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 11,788 $8,073,797 13.4%
2.
Vanguard World Fd
 83,580 $5,433,539 9.01%
3.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 97,039 $4,467,690 7.41%
4.
Schwab Strategic Trust
 FNDF 112,662 $3,031,734 5.03%
5.
Eli Lilly & Co
 LLY 2,723 $2,926,536 4.86%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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