Filer Name: CLARITY ASSET MANAGEMENT, INC.
CIK: 1756759
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 215
Portfolio Value: $0.15B

Clarity Asset Management, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AVSU US AVANTIS RESP US EQUITY ETF 379,408 $25M 16.33% -2.4% -
ESGV US VANGUARD ESG US STOCK ETF 165,390 $17M 11.29% -2.7% -
AVSD US AVANTIS REPS INTERN EQUI ETF 276,400 $15M 10.02% 1.1% -
NULG US NUVEEN ESG LRG-CAP GRW ETF 171,580 $15M 9.59% -2.3% -
MUB US ISHARES NATIONAL MUNI BOND E 98,435 $10M 6.83% 1.7% -
ESGU US ISHARES ESG AWARE MSCI USA 80,792 $10M 6.78% -3.3% -
EMXC US ISHARES MSCI EMR MRK EX CHNA 143,749 $8M 5.19% 57.7% -
PYLD US PIMCO MULTISECTOR BOND ACTV 268,384 $7M 4.53% 100.0% -
MINO US PIMCO MUNICIPAL INCOME OPPOR 148,566 $7M 4.36% 1.9% -
NULV US NUVEEN ESG LARGE-CAP VAL ETF 142,095 $6M 3.64% -0.9% -
MEAR US ISHRS SHORT MMBA ETF USD INC 98,917 $5M 3.22% 1.0% -
EMNT US PIMCO ENHCD ST M-ACTIVE ESG 41,318 $4M 2.65% 3.7% -
HEFA US ISHA CURR HEDGED MSCI EAFE 90,810 $3M 2.05% 100.0% -
JMST US JPM ULTRA-SHORT MUNI INCOME 47,522 $2M 1.57% 1.9% -
IVW US ISHARES S&P 500 GROWTH ETF 15,030 $2M 0.99% -2.4% -
ITOT US ISHARES CORE S&P TOTAL U.S. 10,903 $1M 0.91% 0.4% -
IGRO US ISHARES INTL DIV GROWTH ETF 12,670 $1M 0.56% -3.5% -
IVE US ISHARES S&P 500 VALUE ETF 4,513 $1M 0.56% -3.3% -
SUSB US ISHARES ESG AWARE 1-5 YEAR U 28,782 $1M 0.46% 12.7% -
ESGD US ISHARES TRUST ISHARES ESG AW 9,179 $1M 0.46% -1.0% -
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