Clarity Asset Management, Inc. — 2025-06-30 13F Holdings

Name: Clarity Asset Management, Inc. — 13F Holdings, 2025-06-30
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001756759

Total reported value

$197.5M

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Full holdings list this quarter

Showing top 200 holdings (of 250 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AVSU	Avantis Resp US Equity ETF	ETF-Other	17.40%	-12.78%	-6.12%
2	ESGV	Vanguard Esg US Stock ETF	ETF-Other	12.16%	-11.16%	-5.17%
3	AVSD	Avantis Reps Intern Equi ETF	ETF-Other	8.36%	-6.16%	+9.82%
4	NUDM	Nuveen Esg Intl Devel Mrk Eq	ETF-Other	8.24%	-3.14%	—
5	ESGU	Ishares Esg Aware Msci USA	ETF-Other	6.81%	-1.97%	-7.93%
6	NULG	Nuveen Esg Lrg-cap Grw ETF	ETF-Other	5.79%	-3.09%	-16.21%
7	TSME	Thrivent Sml-mdc Eq Etf-us I	ETF-Other	5.38%	-3.93%	-1.12%
8	MUB	Ishares National Muni Bond E	ETF-Other	4.25%	-0.85%	+5.94%
9	BWZ	State Street Spdr Bloomberg	ETF-Other	4.17%	-1.54%	—
10	EMNT	Pimco Enhcd St M-active Esg	ETF-Other	3.40%	-3.22%	+18.55%
11	PYLD	Pimco Multisector Bond Actv	ETF-Other	3.36%	-3.02%	-31.28%
12	NULV	Nuveen Esg Large-cap Val ETF	ETF-Other	2.66%	-1.96%	+11.01%
13	MINO	Pimco Municipal Income Oppor	ETF-Other	2.34%	-0.37%	-41.29%
14	MEAR	Ishrs Short Mat Muni Act ETF	ETF-Other	1.84%	—	-23.80%
15	JMST	JPM Ultra-short Muni Income	ETF-Other	1.72%	—	+19.27%
16	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.92%	-0.46%	-0.21%
17	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.88%	—	+0.30%
18	IGRO	Ishares Intl Div Growth ETF	ETF-Other	0.47%	-0.33%	-1.81%
19	CASY	Casey's General Stores INC	Stock-Consumer Disc	0.42%	+0.29%	+0.15%
20	MSFT	Microsoft CORP	Stock-Tech	0.40%	—	+73.79%
21	FENI	Fidelity Enhanced Intl ETF	ETF-Other	0.39%	-0.22%	-1.10%
22	LII	Lennox International INC	Stock-Industrials	0.38%	—	+0.18%
23	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.30%	—	—
24	FELV	Fidelity Enh Lrg Cap Val ETF	ETF-Other	0.28%	-0.25%	+0.09%
25	MMM	3m Co	Stock-Industrials	0.27%	—	+0.03%
26	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	0.26%	—	-87.90%
27	FREL	Fidelity Msci Rl Est Indx	ETF-Other	0.25%	—	-1.70%
28	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	0.24%	+10.85%	+2.40%
29	AVUS	Avantis U.s. Equity ETF	ETF-Other	0.24%	-0.29%	-7.28%
30	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.20%	—	-50.11%
31	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.18%	—	+38.11%
32	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	0.18%	—	+0.42%
33	IJT	Ishares S&p Small-cap 600 Gr	ETF-Other	0.18%	—	+0.27%
34	BIDD	Ishares International Divide	ETF-Other	0.15%	—	+1.14%
35	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.15%	—	—
36	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	0.14%	—	+1.60%
37	AVDE	Avantis International Equity	ETF-Other	0.12%	—	+3.96%
38	WMT	Walmart INC	Stock-Consumer Staples	0.11%	—	+0.33%
39	DE	Deere & Co	Stock-Industrials	0.11%	—	—
40	ISRG	Intuitive Surgical INC	Stock-Healthcare	0.11%	—	—
41	VXUS	Vanguard Total Intl Stock	ETF-Other	0.10%	—	—
42	JNJ	Johnson & Johnson	Stock-Healthcare	0.10%	—	-0.09%
43	CVX	Chevron CORP	Stock-Energy	0.10%	—	+0.44%
44	SUSL	Ishares Esg Msci USA Leaders	ETF-Other	0.10%	—	+0.07%
45	WFC	Wells Fargo & Co	Stock-Financials	0.09%	—	+39.64%
46	FDLO	Fidelity Low Volat Fact ETF	ETF-Other	0.08%	—	+0.36%
47	FVAL	Fidelity Value Factor ETF	ETF-Other	0.08%	—	-6.95%
48	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	0.08%	+4.31%	-5.45%
49	SUSB	Ishares Esg Aware 1-5 Year U	ETF-Other	0.07%	—	-1.35%
50	GRMN	Garmin Ltd.	Stock-Tech	0.07%	—	+0.34%

1–50 of 200