HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMERICAN CENTY ETF TR (AVUS) |
121,509 | +548 | $10,875 |
| AVUS | 121,509 | +548 | $10,875 |
| VANGUARD INDEX FDS (VTI) |
36,855 | +505 | $9,579 |
| VTI | 36,855 | +505 | $9,579 |
| DIMENSIONAL ETF TRUST (DFAU) |
236,754 | +13,163 | $8,651 |
| DFAU | 236,754 | +13,163 | $8,651 |
| AMERICAN CENTY ETF TR (AVDE) |
100,241 | +432 | $6,389 |
| AVDE | 100,241 | +432 | $6,389 |
| VANGUARD MALVERN FDS (VTIP) |
130,969 | -40 | $6,272 |
| VTIP | 130,969 | -40 | $6,272 |
| VANGUARD TAX MANAGED FDS (VEA) |
106,307 | +10,215 | $5,333 |
| VEA | 106,307 | +10,215 | $5,333 |
| VANGUARD BD INDEX FDS (BSV) |
63,592 | +513 | $4,876 |
| BSV | 63,592 | +513 | $4,876 |
| DIMENSIONAL ETF TRUST (DFAI) |
147,857 | +9,114 | $4,468 |
| DFAI | 147,857 | +9,114 | $4,468 |
| VANGUARD INDEX FDS (VTV) |
25,959 | +764 | $4,228 |
| VTV | 25,959 | +764 | $4,228 |
| VANGUARD INDEX FDS (VOO) |
8,178 | +1,146 | $3,931 |
| VOO | 8,178 | +1,146 | $3,931 |
 BERKSHIRE HATHAWAY INC DEL |
$3,555 | ||
| BRK.B | 8,453 | +10 | $3,555 |
| VANGUARD BD INDEX FDS (BIV) |
43,777 | -4,148 | $3,301 |
| BIV | 43,777 | -4,148 | $3,301 |
| DIMENSIONAL ETF TRUST (DFUS) |
55,713 | +177 | $3,175 |
| DFUS | 55,713 | +177 | $3,175 |
| VANGUARD INDEX FDS (VUG) |
8,815 | +236 | $3,034 |
| VUG | 8,815 | +236 | $3,034 |
| DIMENSIONAL ETF TRUST (DFUV) |
69,566 | -9,567 | $2,845 |
| DFUV | 69,566 | -9,567 | $2,845 |
| ISHARES TR (IVV) |
4,873 | -35 | $2,562 |
| IVV | 4,873 | -35 | $2,562 |
| SPDR S&P 500 ETF TR (SPY) |
4,730 | +10 | $2,474 |
| SPY | 4,730 | +10 | $2,474 |
| DIMENSIONAL ETF TRUST (DFAC) |
75,944 | +74 | $2,426 |
| DFAC | 75,944 | +74 | $2,426 |
| VANGUARD STAR FDS (VXUS) |
37,081 | +225 | $2,236 |
| VXUS | 37,081 | +225 | $2,236 |
| APPLE INC |
12,756 | UNCH | $2,187 |
| AAPL | 12,756 | UNCH | $2,187 |
| VANGUARD INDEX FDS (VNQ) |
18,312 | +758 | $1,584 |
| VNQ | 18,312 | +758 | $1,584 |
| VANGUARD WHITEHALL FDS (VYM) |
10,991 | +273 | $1,330 |
| VYM | 10,991 | +273 | $1,330 |
| DIMENSIONAL ETF TRUST (DFAE) |
53,723 | +3,102 | $1,328 |
| DFAE | 53,723 | +3,102 | $1,328 |
| AMERICAN CENTY ETF TR (AVEM) |
22,389 | +139 | $1,298 |
| AVEM | 22,389 | +139 | $1,298 |
| DIMENSIONAL ETF TRUST (DFAS) |
18,777 | +30 | $1,171 |
| DFAS | 18,777 | +30 | $1,171 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
26,507 | +3,184 | $1,107 |
| VWO | 26,507 | +3,184 | $1,107 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
14,188 | -953 | $1,097 |
| VCSH | 14,188 | -953 | $1,097 |
| DIMENSIONAL ETF TRUST (DFAX) |
42,828 | +11 | $1,090 |
| DFAX | 42,828 | +11 | $1,090 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
13,482 | -4,675 | $1,085 |
| VCIT | 13,482 | -4,675 | $1,085 |
| VANGUARD INDEX FDS (VBR) |
5,571 | +499 | $1,069 |
| VBR | 5,571 | +499 | $1,069 |
| SCHWAB STRATEGIC TR |
16,337 | +52 | $1,014 |
| SCHX | 16,337 | +52 | $1,014 |
| DIMENSIONAL ETF TRUST (DFIV) |
22,150 | +53 | $814 |
| DFIV | 22,150 | +53 | $814 |
| SCHWAB STRATEGIC TR |
11,611 | +50 | $782 |
| FNDX | 11,611 | +50 | $782 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
12,847 | +7,095 | $746 |
| VGSH | 12,847 | +7,095 | $746 |
| ISHARES TR (IVE) |
3,601 | +16 | $673 |
| IVE | 3,601 | +16 | $673 |
| SCHWAB STRATEGIC TR |
7,228 | +10 | $670 |
| SCHG | 7,228 | +10 | $670 |
| ISHARES TR (IJH) |
10,909 | +8,733 | $663 |
| IJH | 10,909 | +8,733 | $663 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
10,800 | +10,800 | $632 |
| VGIT | 10,800 | +10,800 | $632 |
| SCHWAB STRATEGIC TR |
10,630 | +29 | $606 |
| FNDA | 10,630 | +29 | $606 |
| INVESCO QQQ TR |
1,308 | UNCH | $581 |
| QQQ | 1,308 | UNCH | $581 |
| SCHWAB STRATEGIC TR |
14,843 | UNCH | $579 |
| SCHF | 14,843 | UNCH | $579 |
| VANGUARD INDEX FDS (VV) |
2,396 | +77 | $574 |
| VV | 2,396 | +77 | $574 |
| ISHARES TR (IDEV) |
8,456 | +6 | $568 |
| IDEV | 8,456 | +6 | $568 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
4,633 | UNCH | $541 |
| VSS | 4,633 | UNCH | $541 |
| VANGUARD INDEX FDS (VO) |
2,149 | +46 | $537 |
| VO | 2,149 | +46 | $537 |
| SCHWAB STRATEGIC TR |
14,085 | UNCH | $502 |
| FNDF | 14,085 | UNCH | $502 |
| SCHWAB STRATEGIC TR |
19,783 | UNCH | $500 |
| SCHE | 19,783 | UNCH | $500 |
| VANGUARD INDEX FDS (VB) |
2,167 | +1 | $495 |
| VB | 2,167 | +1 | $495 |
| VANGUARD BD INDEX FDS (BND) |
6,677 | -164 | $485 |
| BND | 6,677 | -164 | $485 |
| SCHWAB STRATEGIC TR |
9,809 | +22 | $483 |
| SCHA | 9,809 | +22 | $483 |
See Full List: All Stocks Held By Clarity Capital Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Clarity Capital Advisors LLC
|
Size ($ in 1000's)
At 03/31/2024: $125,333 At 12/31/2023: $115,195 Clarity Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clarity Capital Advisors LLC 13F filings. Link to 13F filings: SEC filings |
