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CIK: 0001690531
Total reported value
$1.4B
$1.4B
158 檔
24.4%
During the Q1 2024 filing period, Clearwater Capital Advisors, LLC (CIK: 0001690531) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 158 reported positions.
During Q1 2024, Clearwater Capital Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | ETF-Other | 8.72% | -0.19% | +5.11% | |
| 2 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 8.08% | -0.73% | +5.91% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.12% | -0.01% | -1.75% | |
| 4 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 5.96% | +0.36% | -3.17% | |
| 5 | INTF | Ishares International Equity | ETF-Other | 5.65% | -0.27% | +1.13% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 5.37% | -0.28% | +5.14% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-Other | 4.26% | — | +2.59% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.21% | -0.04% | -0.09% | |
| 9 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 3.99% | -0.13% | +6.66% | |
| 10 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 3.10% | +0.18% | -0.85% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 2.42% | -0.08% | +10.28% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 2.08% | -0.09% | -2.97% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.93% | +0.12% | -3.03% | |
| 14 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.88% | -0.47% | +10.96% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.74% | — | +7.00% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.60% | -0.09% | -0.80% | |
| 17 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.52% | -0.07% | -1.37% | |
| 18 | SNSR | Global X Internet Of Things | ETF-Other | 1.44% | — | -0.87% | |
| 19 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.43% | +0.01% | +2.42% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.37% | +0.13% | +1.62% | |
| 21 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.25% | +0.33% | -2.92% | |
| 22 | FIW | First Trust Water ETF | ETF-Other | 1.12% | -0.02% | -1.18% | |
| 23 | BOTZ | Global X Robotics & Artifici | ETF-Other | 1.11% | +0.05% | -0.64% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.09% | +0.08% | +0.19% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.07% | +0.01% | -1.43% | |
| 26 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 1.00% | +0.03% | +0.53% | |
| 27 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 0.91% | +0.01% | -8.90% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.07% | +0.93% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.05% | -4.01% | |
| 30 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.82% | — | +7.72% | |
| 31 | ARKK | Ark Innovation ETF | ETF-Other | 0.75% | — | -3.18% | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.70% | -0.06% | +2.00% | |
| 33 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.58% | -0.02% | -3.32% | |
| 34 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.57% | -0.05% | +3.96% | |
| 35 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 0.56% | +0.11% | +1.37% | |
| 36 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 0.54% | — | +9.30% | |
| 37 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.54% | — | -0.50% | |
| 38 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.53% | -0.01% | +3.81% | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.50% | -0.03% | -1.44% | |
| 40 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.40% | +0.05% | +11.22% | |
| 41 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.38% | +0.04% | -2.89% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.37% | -0.01% | -3.44% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.01% | -2.42% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.02% | +3.86% | |
| 45 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.34% | -0.08% | +86.31% | |
| 46 | CLOU | Global X Cloud Computing ETF | ETF-Other | 0.30% | — | +0.16% | |
| 47 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.29% | +0.01% | -1.84% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.28% | — | -3.43% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.01% | -1.10% | |
| 50 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.27% | +0.01% | -0.41% |
According to official SEC Form 13F filings, Clearwater Capital Advisors, LLC reported a total U.S. public equity portfolio value of $1.4B across 158 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHO, NEAR, DGRW) accounted for 24.4% of total reported equity market value during Q1 2024.
During Q1 2024, Clearwater Capital Advisors, LLC's top holdings by market value included SCHO (8.7%)、NEAR (8.1%)、DGRW (7.1%). The largest single position, SCHO, represented 8.7% of total portfolio value.
In Q1 2024, Clearwater Capital Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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