Verdicts genuinely change. Free email alert the moment OCIO's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
ClearShares OCIO ETF ETF · ETF Series Solutions
66 holdings · as of 2026-05-31 (4.4 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 126% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
UNVERIFIED Only 2% of this fund's holdings matched a company we have independently screened — below the 70% floor needed to state a verdict.
66 holdings, 19 matched (2% of weight). Portfolio as of 2026-05-31, filed 2026-07-29. Source: SEC Form N-PORT.
1.15% of this portfolio’s income is non-permissible — weighted across holdings, computed over 2% of portfolio weight (17 of 66 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | UNSCREENED | 25.76% | no in-house ratios for this holding |
| Invesco QQQ Trust Series 1 | UNSCREENED | 7.13% | no in-house ratios for this holding |
| Vanguard FTSE Developed Market | UNSCREENED | 5.74% | no in-house ratios for this holding |
| Vanguard Value ETF | UNSCREENED | 5.61% | no in-house ratios for this holding |
| Vanguard Total Stock Market ET | UNSCREENED | 4.78% | no in-house ratios for this holding |
| State Street SPDR S&P 500 ETF | UNSCREENED | 4.69% | no in-house ratios for this holding |
| iShares Core S&P 500 ETF | UNSCREENED | 4.58% | no in-house ratios for this holding |
| WisdomTree Floating Rate Treas | UNSCREENED | 4.44% | no in-house ratios for this holding |
| Vanguard S&P 500 ETF | UNSCREENED | 4.30% | no in-house ratios for this holding |
| iShares MSCI EAFE ETF | UNSCREENED | 4.06% | no in-house ratios for this holding |
| iShares 3-7 Year Treasury Bond | UNSCREENED | 3.91% | no in-house ratios for this holding |
| iShares 1-3 Year Treasury Bond | UNSCREENED | 3.65% | no in-house ratios for this holding |
| Schwab International Equity ET | UNSCREENED | 3.63% | no in-house ratios for this holding |
| iShares Currency Hedged MSCI E | UNSCREENED | 3.40% | no in-house ratios for this holding |
| Clearshares Ultra-Short Maturi | UNSCREENED | 3.34% | no in-house ratios for this holding |
| iShares Russell Mid-Cap Growth | UNSCREENED | 3.17% | no in-house ratios for this holding |
| State Street SPDR Portfolio S& | UNSCREENED | 3.07% | no in-house ratios for this holding |
| Vanguard FTSE Emerging Markets | UNSCREENED | 2.89% | no in-house ratios for this holding |
| Vanguard Information Technolog | UNSCREENED | 2.88% | no in-house ratios for this holding |
| Goldman Sachs Access Treasury | UNSCREENED | 2.17% | no in-house ratios for this holding |
| Vanguard Growth ETF | UNSCREENED | 2.12% | no in-house ratios for this holding |
| AB Disruptors ETF | UNSCREENED | 1.77% | no in-house ratios for this holding |
| Vanguard High Dividend Yield E | UNSCREENED | 1.76% | no in-house ratios for this holding |
| Invesco Dorsey Wright Emerging | UNSCREENED | 1.71% | no in-house ratios for this holding |
| iShares MSCI USA Momentum Fact | UNSCREENED | 1.54% | no in-house ratios for this holding |
| iShares Core S&P Mid-Cap ETF | UNSCREENED | 1.49% | no in-house ratios for this holding |
| Roundhill Memory ETF | UNSCREENED | 1.39% | no in-house ratios for this holding |
| iShares Russell 1000 Growth ET | UNSCREENED | 1.38% | no in-house ratios for this holding |
| iShares 0-5 Year TIPS Bond ETF | UNSCREENED | 1.19% | no in-house ratios for this holding |
| iShares Semiconductor ETF | UNSCREENED | 1.19% | no in-house ratios for this holding |
| iShares Russell 2000 ETF | UNSCREENED | 1.18% | no in-house ratios for this holding |
| VanEck Commodity Strategy ETF | UNSCREENED | 1.17% | no in-house ratios for this holding |
| iShares MSCI Emerging Markets | UNSCREENED | 1.04% | no in-house ratios for this holding |
| First American Government Obli | UNSCREENED | 0.54% | no in-house ratios for this holding |
| Conductor Global Equity Value | UNSCREENED | 0.50% | no in-house ratios for this holding |
| Bastion Energy ETF | UNSCREENED | 0.42% | no in-house ratios for this holding |
| NVDA NVIDIA Corp | COMPLIANT | 0.38% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| iShares Core S&P Small-Cap ETF | UNSCREENED | 0.38% | no in-house ratios for this holding |
| AAPL Apple Inc | COMPLIANT | 0.32% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| AMZN Amazon.com Inc | QUESTIONABLE | 0.21% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| GOOG Alphabet Inc | QUESTIONABLE | 0.18% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| AVGO Broadcom Inc | COMPLIANT | 0.17% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| GOOG Alphabet Inc | QUESTIONABLE | 0.14% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| TSLA Tesla Inc | COMPLIANT | 0.09% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| LLY Eli Lilly & Co | COMPLIANT | 0.06% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| MU Micron Technology Inc | COMPLIANT | 0.06% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| AMD Advanced Micro Devices Inc | COMPLIANT | 0.05% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| XOM Exxon Mobil Corp | COMPLIANT | 0.05% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| WMT Walmart Inc | QUESTIONABLE | 0.04% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| JNJ Johnson & Johnson | COMPLIANT | 0.04% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| N/A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| INTC Intel Corp | COMPLIANT | 0.03% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| COST Costco Wholesale Corp | QUESTIONABLE | 0.03% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 0.03% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| CAT Caterpillar Inc | COMPLIANT | 0.03% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CVX Chevron Corp | COMPLIANT | 0.03% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1% |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| V Visa Inc | COMPLIANT | 0.02% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
All 7 published standards agree about this fund to within 0.4 points of portfolio weight.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 1.9% ratios fail on 0.0% 124.2% not rated under AAOIFI
ratios pass on 1.8% ratios fail on 0.1% 124.2% not rated under Usmani
ratios pass on 1.9% ratios fail on 0.0% 124.2% not rated under Dow Jones Islamic
ratios pass on 1.9% ratios fail on 0.0% 124.2% not rated under S&P Shariah
ratios pass on 1.4% ratios fail on 0.2% 124.5% not rated under MSCI Islamic
ratios pass on 1.9% ratios fail on 0.0% 124.2% not rated under MSCI Islamic M-Series
ratios pass on 1.7% ratios fail on 0.2% 124.2% not rated under FTSE Shariah
18 of 66 listed holdings carry our own per-methodology verdicts (2% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 16 (2% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Methodology breakdown computing — it will appear here on its own.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
Computing the full ratio and business-activity breakdown for OCIO — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Not enough completed daily bars to compute pivots.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 55.70 | NEUTRAL |
| Stochastic %K (14) | 59.07 | NEUTRAL |
| CCI (20) | 80.43 | NEUTRAL |
| Williams %R (14) | -40.93 | NEUTRAL |
| MACD (12,26,9) | 0.02 | BUY |
| ROC (10) | 0.20 | BUY |
| Momentum (10) | 0.08 | BUY |
| EMA (10) | 38.05 | BUY |
| SMA (10) | 38.01 | BUY |
| EMA (20) | 37.96 | BUY |
| SMA (20) | 37.90 | BUY |
| EMA (30) | 37.89 | BUY |
| SMA (30) | 37.86 | BUY |
| EMA (50) | 37.74 | BUY |
| SMA (50) | 37.82 | BUY |
| EMA (100) | 37.30 | BUY |
| SMA (100) | 37.47 | BUY |
| EMA (200) | 36.31 | BUY |
| SMA (200) | 36.28 | BUY |
The fund is expected to typically invest approximately 30% to 80% of its total assets in equity securities (of any market capitalization), either through Underlying Investments that principally invest in U.S. or foreign equity securities, or directly in U.S. equity securities. It may also invest directly in such U.S. equity securities.
Background via Yahoo Finance — informational, not part of the verdict.
Weak — low conviction, small size or skip
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BULLISH | 42 |
| ⏲ 5-Min | BULLISH | 21 |
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-10-06 · Asset managers net 906615 (+2612)
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.