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Clarius Group, Llc

Portfolio Manager
Clarius Group, Llc
Performance
+3.02% (2025 Q4)
AUM (13F)
$1.75B
# of Holdings
384
Performance Rank
Allocation (Top 20)
74.08%

Clarius Group, Llc Holdings Map

Top 50 Clarius Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PCAR
PACCAR INC
15.16%2.43M$265.6M
+0.02%(+489)
2024-Q4: 2.33M shares2025-Q1: 2.33M shares2025-Q2: 2.43M shares2025-Q3: 2.42M shares2025-Q4: 2.43M shares
$90.49(+36.46%)
2025-12-31
MSFT
MICROSOFT CORP
8.72%315.8K$152.7M
-2.54%(-8.23K)
2024-Q4: 313.3K shares2025-Q1: 343.2K shares2025-Q2: 340.2K shares2025-Q3: 324.0K shares2025-Q4: 315.8K shares
$192.23(+113.93%)
2025-12-31
VOO
VANGUARD INDEX FDS
7.95%222.1K$139.3M
-0.91%(-2.04K)
2024-Q4: 162.6K shares2025-Q1: 215.1K shares2025-Q2: 205.1K shares2025-Q3: 224.2K shares2025-Q4: 222.1K shares
$411.70(+56.29%)
2025-12-31
IDEV
ISHARES TR
7.04%1.49M$123.2M
+0.81%(+11.98K)
2024-Q4: 1.09M shares2025-Q1: 1.44M shares2025-Q2: 1.42M shares2025-Q3: 1.48M shares2025-Q4: 1.49M shares
$61.07(+45.71%)
2025-12-31
DIHP
DIMENSIONAL ETF TRUST
4.93%2.72M$86.3M
+1.44%(+38.75K)
2024-Q4: 1.48M shares2025-Q1: 2.87M shares2025-Q2: 2.89M shares2025-Q3: 2.69M shares2025-Q4: 2.72M shares
$26.37(+28.92%)
2025-12-31
AMZN
AMAZON COM INC
3.76%285.2K$65.8M
-2.08%(-6.06K)
2024-Q4: 312.5K shares2025-Q1: 311.7K shares2025-Q2: 306.7K shares2025-Q3: 291.3K shares2025-Q4: 285.2K shares
$103.87(+139.25%)
2025-12-31
VTI
VANGUARD INDEX FDS
3.55%185.5K$62.2M
+0.10%(+184)
2024-Q4: 204.3K shares2025-Q1: 204.1K shares2025-Q2: 184.4K shares2025-Q3: 185.4K shares2025-Q4: 185.5K shares
$220.51(+56.56%)
2025-12-31
FNDA
SCHWAB STRATEGIC TR
3.4%1.89M$59.5M
-1.53%(-29.40K)
2024-Q4: 1.99M shares2025-Q1: 1.88M shares2025-Q2: 1.86M shares2025-Q3: 1.92M shares2025-Q4: 1.89M shares
$18.32(+88.56%)
2025-12-31
DUHP
DIMENSIONAL ETF TRUST
2.86%1.32M$50.1M
+1.65%(+21.45K)
2024-Q4: 935.7K shares2025-Q1: 1.06M shares2025-Q2: 1.08M shares2025-Q3: 1.30M shares2025-Q4: 1.32M shares
$32.22(+20.30%)
2025-12-31
VEA
VANGUARD TAX-MANAGED FDS
2.26%633.3K$39.6M
-1.59%(-10.23K)
2024-Q4: 543.8K shares2025-Q1: 683.0K shares2025-Q2: 644.4K shares2025-Q3: 643.6K shares2025-Q4: 633.3K shares
$46.38(+48.12%)
2025-12-31

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