Clarity Asset Management, Inc. has disclosed 215 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $155.00 Mil. The turnover rate is 18%.
In Clarity Asset Management, Inc.'s current portfolio as of 2025-03-31, the top 5 holdings are
Avantis Responsible U.S. Equity ETF (AVSU), Vanguard ESG U.S. Stock ETF (ESGV), Avantis Responsible International Equity ETF (AVSD), iShares MSCI USA ESG Optimized ETF (ESGU), iShares Currency Hedged MSCI EAFE ETF (HEFA), not including call and put options.
Clarity Asset Management, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Clarity Asset Management, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Clarity Asset Management, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Clarity Asset Management, Inc..