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Size ($ in 1000's)
At 12/31/2023: $126,483
At 09/30/2023: $0
Clarity Asset Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clarity Asset Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Clarity Asset Management Inc. top holdings by largest position size, as per the latest 13f filing made by Clarity Asset Management Inc..
In the Clarity Asset Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Clarity Asset Management Inc. in that top holding, then the share count change between reporting periods, and finally the Clarity Asset Management Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (ESGU) |
223,467 |
+223,467 |
$23,446 | | ESGU | 223,467 | +223,467 | $23,446 | | AMERICAN CENTY ETF TR (AVSU) |
269,110 |
+269,110 |
$15,121 | | AVSU | 269,110 | +269,110 | $15,121 | | AMERICAN CENTY ETF TR (AVSD) |
264,246 |
+264,246 |
$14,238 | | AVSD | 264,246 | +264,246 | $14,238 | | NUSHARES ETF TR (NULV) |
304,503 |
+304,503 |
$10,935 | | NULV | 304,503 | +304,503 | $10,935 | | ISHARES TR (ESGD) |
132,770 |
+132,770 |
$10,029 | | ESGD | 132,770 | +132,770 | $10,029 | | DIMENSIONAL ETF TRUST (DFAS) |
129,434 |
+129,434 |
$7,717 | | DFAS | 129,434 | +129,434 | $7,717 | | ISHARES TR (MUB) |
70,637 |
+70,637 |
$7,658 | | MUB | 70,637 | +70,637 | $7,658 | | VANGUARD CHARLOTTE FDS (BNDX) |
114,061 |
+114,061 |
$5,631 | | BNDX | 114,061 | +114,061 | $5,631 | | ISHARES INC (EMXC) |
89,527 |
+89,527 |
$4,961 | | EMXC | 89,527 | +89,527 | $4,961 | | ISHARES TR (SUB) |
40,869 |
+40,869 |
$4,309 | | SUB | 40,869 | +40,869 | $4,309 | | PIMCO ETF TR (EMNT) |
32,707 |
+32,707 |
$3,203 | | EMNT | 32,707 | +32,707 | $3,203 | | J P MORGAN EXCHANGE TRADED F (JMST) |
34,951 |
+34,951 |
$1,773 | | JMST | 34,951 | +34,951 | $1,773 | | ISHARES TR (IVE) |
9,592 |
+9,592 |
$1,668 | | IVE | 9,592 | +9,592 | $1,668 | | ISHARES TR (ITOT) |
10,739 |
+10,739 |
$1,130 | | ITOT | 10,739 | +10,739 | $1,130 | | ISHARES TR (EUSB) |
22,508 |
+22,508 |
$974 | | EUSB | 22,508 | +22,508 | $974 | | ISHARES TR (SUSB) |
39,433 |
+39,433 |
$965 | | SUSB | 39,433 | +39,433 | $965 | | ISHARES TR (IGRO) |
11,138 |
+11,138 |
$719 | | IGRO | 11,138 | +11,138 | $719 | | ISHARES TR (IVW) |
7,228 |
+7,228 |
$543 | | IVW | 7,228 | +7,228 | $543 | | LENNOX INTL INC |
1,107 |
+1,107 |
$495 | | LII | 1,107 | +1,107 | $495 | | FIDELITY COVINGTON TRUST |
17,180 |
+17,180 |
$458 | | FREL | 17,180 | +17,180 | $458 | | MICROSOFT CORP |
1,128 |
+1,128 |
$424 | | MSFT | 1,128 | +1,128 | $424 | | FIDELITY COVINGTON TRUST |
11,520 |
+11,520 |
$417 | | FSMD | 11,520 | +11,520 | $417 | | VANGUARD INDEX FDS (VTI) |
1,670 |
+1,670 |
$396 | | VTI | 1,670 | +1,670 | $396 | | DEERE CO |
935 |
+935 |
$374 | | DE | 935 | +935 | $374 | | CASEYS GEN STORES INC |
1,357 |
+1,357 |
$373 | | CASY | 1,357 | +1,357 | $373 | | 3M CO |
3,286 |
+3,286 |
$359 | | MMM | 3,286 | +3,286 | $359 | | NUSHARES ETF TR (NUDM) |
10,571 |
+10,571 |
$311 | | NUDM | 10,571 | +10,571 | $311 | | ISHARES TR (IJT) |
2,196 |
+2,196 |
$275 | | IJT | 2,196 | +2,196 | $275 | | ISHARES TR (IJJ) |
2,394 |
+2,394 |
$273 | | IJJ | 2,394 | +2,394 | $273 | | JOHNSON JOHNSON |
1,382 |
+1,382 |
$217 | | JNJ | 1,382 | +1,382 | $217 |  BERKSHIRE HATHAWAY INC DEL |
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$208 | | BRK.B | 584 | +584 | $208 | | VANECK ETF TRUST (MOAT) |
2,395 |
+2,395 |
$203 | | MOAT | 2,395 | +2,395 | $203 | | ALPHABET INC |
1,350 |
+1,350 |
$189 | | GOOGL | 1,350 | +1,350 | $189 | | INTEL CORP |
3,681 |
+3,681 |
$185 | | INTC | 3,681 | +3,681 | $185 | | ISHARES TR (BGRN) |
3,643 |
+3,643 |
$172 | | BGRN | 3,643 | +3,643 | $172 | | CHEVRON CORP NEW |
1,128 |
+1,128 |
$168 | | CVX | 1,128 | +1,128 | $168 | | ISHARES TR (IVV) |
350 |
+350 |
$167 | | IVV | 350 | +350 | $167 | | AMERICAN CENTY ETF TR (AVDE) |
2,603 |
+2,603 |
$157 | | AVDE | 2,603 | +2,603 | $157 | | VANGUARD STAR FDS (VXUS) |
2,544 |
+2,544 |
$147 | | VXUS | 2,544 | +2,544 | $147 | | AMERICAN CENTY ETF TR (AVUS) |
1,647 |
+1,647 |
$134 | | AVUS | 1,647 | +1,647 | $134 | | FIDELITY COVINGTON TRUST |
2,510 |
+2,510 |
$133 | | FVAL | 2,510 | +2,510 | $133 | | WALMART INC |
798 |
+798 |
$126 | | WMT | 798 | +798 | $126 | | FIDELITY COVINGTON TRUST |
2,179 |
+2,179 |
$115 | | FDLO | 2,179 | +2,179 | $115 | | INTUITIVE SURGICAL INC |
326 |
+326 |
$110 | | ISRG | 326 | +326 | $110 | | PARKER HANNIFIN CORP |
229 |
+229 |
$105 | | PH | 229 | +229 | $105 | | LOWES COS INC |
453 |
+453 |
$101 | | LOW | 453 | +453 | $101 | | PRINCIPAL FINANCIAL GROUP IN |
1,210 |
+1,210 |
$95 | | PFG | 1,210 | +1,210 | $95 | | NORDSON CORP |
332 |
+332 |
$88 | | NDSN | 332 | +332 | $88 | | NUSHARES ETF TR (NUSC) |
2,225 |
+2,225 |
$87 | | NUSC | 2,225 | +2,225 | $87 | | APPLE INC |
443 |
+443 |
$85 | | AAPL | 443 | +443 | $85 |
See Full List: All Stocks Held By Clarity Asset Management Inc.
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Clarity Asset Management Inc.
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