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 | $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 | $85 |
See Full List: All Stocks Held By Clarity Asset Management Inc.
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By Clarity Asset Management Inc.
Size ($ 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 |