CA
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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 % |
Clarity Asset Management, Inc.... Top Holdings of 2025-03-31
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| 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 | +15.32% | +6.80% | 396.0 | ||
ESGV | Vanguard ESG U.S. Stock ETF | 195,970 | 19,195.2 | +18.49% | 12.360 | +1.93% | 0.200 | +17.37% | +7.73% | 10,227.2 | ||
AVSD |
Avantis Responsible International Equity ETF
Avantis Responsible International Equity ETF
| 188,948 | 11,333.1 | -31.64% | 7.300 | -3.17% | 6.870 | +12.97% | +25.67% | 192.6 | ||
ESGU | iShares MSCI USA ESG Optimized ETF | 91,632 | 11,170.9 | +13.42% | 7.190 | +0.85% | 0.090 | +16.59% | +8.08% | 14,058.9 | ||
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 | +9.50% | +12.02% | 6,391.4 | ||
NULG | Nuveen ESG Large-Cap Growth ETF | 123,319 | 9,653.4 | -28.13% | 6.210 | -2.70% | 0.710 | +22.81% | +13.07% | 1,693.7 | ||
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 | +2.82% | +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 | +17.77% | +5.27% | 490.1 | ||
MUB | iShares National Muni Bond ETF | 64,301 | 6,779.9 | -34.68% | 4.360 | -2.37% | 0.020 | +0.42% | -1.32% | 37,825.3 | ||
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 | -0.14% | -1.42% | 317.6 |
Clarity Asset Management, Inc.'s Historical Top Holdings Breakdowns
Clarity Asset Management, Inc.'s Top Stock Picks
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| 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 | $38.58 | 6.25% | 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 | $38.27 | 4.99% | 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 | $68.78 | 16.35% | 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 | $63.95 | 13.99% | 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 | $70.21 | 6.03% | 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 | $97.06 | 14.40% | 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 | $103.49 | -2.69% | 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 | $112.42 | 7.52% | 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 | $42.50 | 4.81% | 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 | $138.51 | 7.56% | Add 13.42% | 91,632 | 10,840 |
Clarity Asset Management, Inc. Total Holding History ($B)
Clarity Asset Management, Inc.'s Asset Allocation
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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