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Clearshares 13F annual report

Clearshares is an investment fund managing more than $133 million ran by Alan Gilmore. There are currently 6 companies in Mr. Gilmore’s portfolio. The largest investments include Vanguard and Ishares, together worth $101 million.

$133 million Assets Under Management (AUM)

As of 17th March 2022, Clearshares’s top holding is 687,917 shares of Vanguard currently worth over $62.4 million and making up 46.9% of the portfolio value. In addition, the fund holds 462,030 shares of Ishares worth $38.7 million. The third-largest holding is Spdr worth $14 million and the next is Schwab worth $13 million, with 228,925 shares owned.

Currently, Clearshares's portfolio is worth at least $133 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Clearshares

The Clearshares office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Alan Gilmore serves as the CCO at Clearshares.

One of the smallest hedge funds

The two most similar investment funds to Clearshares are Schiavi & Co and Financial Management Concepts Corp adv. They manage $133 million and $133 million respectively.


The complete list of Clearshares trades based on 13F SEC filings

These positions were updated on March 24th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Vanguard
No change
687,917
$62,449,000 46.91%
Ishares
No change
462,030
$38,711,000 29.08%
Spdr
No change
265,241
$13,983,000 10.50%
Schwab
No change
228,925
$13,017,000 9.78%
Etf Ser Solutions
No change
38,375
$3,838,000 2.88%
First American
No change
1,139,295
$1,139,000 0.86%
No transactions found
Showing first 500 out of 6 holdings

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