Clarity Asset Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CA Clarity Asset Management, Inc. | Institutional Filer | ▲ 8.70% | $197.5M | 290 |
Current Portfolio Holdings
Showing all 290 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SER TR | — | 290K | $22.2M | 11.23% |
| 2 | BIV | VANGUARD BD INDEX FDS | — | 136K | $10.5M | 5.33% |
| 3 | NUDM | NUSHARES ETF TR | — | 286K | $10.3M | 5.23% |
| 4 | ESGU | ISHARES TR | — | 68K | $9.6M | 4.88% |
| 5 | AVSU | AMERICAN CENTY ETF TR | — | 129K | $9.5M | 4.82% |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | — | 37K | $8.9M | 4.48% |
| 7 | CGMS | CAPITAL GRP FIXED INCM ETF T | — | 297K | $8.1M | 4.09% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | — | 143K | $7.5M | 3.82% |
| 9 | VFLO | VICTORY PORTFOLIOS II | — | 187K | $7.4M | 3.73% |
| 10 | CGCB | CAPITAL GRP FIXED INCM ETF T | — | 264K | $6.9M | 3.51% |
| 11 | MUB | ISHARES TR | — | 65K | $6.9M | 3.48% |
| 12 | QGRO | AMERICAN CENTY ETF TR | — | 60K | $6.3M | 3.18% |
| 13 | USTB | VICTORY PORTFOLIOS II | — | 112K | $5.7M | 2.87% |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | — | 97K | $4.9M | 2.50% |
| 15 | NULG | NUSHARES ETF TR | — | 53K | $4.9M | 2.46% |
Showing 1 to 15 of 290 holdings