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Clarity Asset Management, Inc.

13F
Clarity Asset Management, Inc.
Last update 2025-05-14 215 Stocks (14 new)
Value $155.00 Mil Turnover 18 %
Countries:
Clarity Asset Management, Inc.... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVSU
Avantis Responsible U.S. Equity ETF
452,668
28,228.4
+19.31%
18.170
+2.94%
8.290
+18.25%
+7.04%
396.9
 
ESGV
Vanguard ESG U.S. Stock ETF
195,970
19,195.2
+18.49%
12.360
+1.93%
0.200
+19.85%
+7.51%
10,206.3
 
AVSD
Avantis Responsible International Equity ETF
Avantis Responsible International Equity ETF
188,948
11,333.1
-31.64%
7.300
-3.17%
6.870
+15.14%
+26.47%
193.8
 
ESGU
iShares MSCI USA ESG Optimized ETF
91,632
11,170.9
+13.42%
7.190
+0.85%
0.090
+18.77%
+7.82%
14,025.4
 
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
289,708
10,513.5
+219.03%
6.770
+4.65%
0.140
+10.82%
+12.48%
6,417.2
 
NULG
Nuveen ESG Large-Cap Growth ETF
123,319
9,653.4
-28.13%
6.210
-2.70%
0.710
+25.76%
+12.31%
1,682.4
 
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
308,637
8,132.6
+15.00%
5.230
+0.68%
0.170
+3.58%
+4.76%
6,304.3
 
TSME
Thrivent Small-Mid Cap Equity ETF
243,918
8,120.0
+10,422.78%
5.230
+5.18%
1.960
+20.58%
+6.00%
493.5
 
MUB
iShares National Muni Bond ETF
64,301
6,779.9
-34.68%
4.360
-2.37%
0.020
+0.80%
-1.33%
37,819.8
 
MINO
PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
151,271
6,766.4
+1.82%
4.360
+0.08%
2.270
+0.38%
-1.45%
317.5
 

Clarity Asset Management, Inc.'s Historical Top Holdings Breakdowns

Clarity Asset Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSME
Thrivent Small-Mid Cap Equity ETF
2025-03-31
Add
Add
+5.18%
32.61 ($36.31) 39.04
$38.85
7.00%
Add 10422.78%
243,918
241,600
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
2025-03-31
Add
Add
+4.65%
34.83 ($36.45) 37.46
$38.45
5.47%
Add 219.03%
289,708
198,898
AVSD
Avantis Responsible International Equity ETF
Avantis Responsible International Equity ETF
2025-03-31
Reduce
Reduce
-3.17%
54.9 ($59.11) 62.11
$69.22
17.10%
Reduce -31.64%
188,948
-87,452
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2025-03-31
Reduce
Reduce
-3.10%
54.25 ($56.1) 57.64
$64.41
14.81%
Reduce -59.75%
57,857
-85,892
AVSU
Avantis Responsible U.S. Equity ETF
2025-03-31
Add
Add
+2.94%
61.45 ($66.22) 69.08
$70.37
6.26%
Add 19.31%
452,668
73,260
NULG
Nuveen ESG Large-Cap Growth ETF
2025-03-31
Reduce
Reduce
-2.70%
77.67 ($84.84) 90.15
$96.41
13.64%
Reduce -28.13%
123,319
-48,261
MUB
iShares National Muni Bond ETF
2025-03-31
Reduce
Reduce
-2.37%
104.71 ($106.35) 107.68
$103.53
-2.65%
Reduce -34.68%
64,301
-34,134
ESGV
Vanguard ESG U.S. Stock ETF
2025-03-31
Add
Add
+1.93%
96.93 ($104.56) 109.51
$112.19
7.30%
Add 18.49%
195,970
30,580
NULV
Nuveen ESG Large-Cap Value ETF
2025-03-31
Reduce
Reduce
-1.19%
38.89 ($40.55) 41.6
$42.66
5.19%
Reduce -32.64%
95,711
-46,384
ESGU
iShares MSCI USA ESG Optimized ETF
2025-03-31
Add
Add
+0.85%
120.24 ($128.78) 134.3
$138.18
7.30%
Add 13.42%
91,632
10,840

Clarity Asset Management, Inc. Total Holding History ($B)

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Clarity Asset Management, Inc.'s Asset Allocation

To

Clarity Asset Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Clarity Asset Management, Inc.'s Hypothetical Growth since 2025-03-31

Clarity Asset Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Clarity Asset Management, Inc.'s Holdings Heat Map

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Clarity Asset Management, Inc.'s Holdings Bubble Chart

Clarity Asset Management, Inc. News

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