Top 50 Clarity Asset Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SER TR | 11.23% | 289.8K | $22.2M | +3282.16%(+281.25K) | $78.16(+11.79%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 5.33% | 136.4K | $10.5M | new | $77.53(-1.17%) | 2026-03-31 | |
| NUDM | NUSHARES ETF TR | 5.23% | 286.3K | $10.3M | -31.82%(-133.62K) | $33.94(+14.19%) | 2026-03-31 | |
| ESGU | ISHARES TR | 4.88% | 68.2K | $9.6M | -18.48%(-15.45K) | $103.65(+55.78%) | 2026-03-31 | |
| AVSU | AMERICAN CENTY ETF TR | 4.82% | 128.9K | $9.5M | -69.25%(-290.32K) | $56.73(+49.58%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.48% | 37.3K | $8.9M | +3036.87%(+36.08K) | $244.60(+20.26%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 4.09% | 296.9K | $8.1M | new | $27.43(+0.24%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.82% | 143.0K | $7.5M | +15803.11%(+142.07K) | $51.32(+8.44%) | 2026-03-31 | |
| VFLO | VICTORY PORTFOLIOS II | 3.73% | 186.5K | $7.4M | new | $39.43(+8.39%) | 2026-03-31 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 3.51% | 264.0K | $6.9M | new | $26.39(-0.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.59% | +31.61% |
| Top 20 Holdings Unweighted | +9.08% | +29.77% |
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