Clarity Asset Management, Inc.
CIK:0001756759
Investment Adviser
$222M AUM
250 holdings
Ames, IA, USA
Clarity Asset Management, Inc. is a fee-only financial planning and asset management firm operating as a fiduciary team, providing services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and corporations.
Investment Strategy
Customized financial planning and asset management focused on retirement, investment, and estate planning with a fee-only structure.
Top Buys
N
NUDMNUSHARES ETF TR+$13.8M
B
BWZSPDR SER TR+$7.0M
A
AVSDAMERICAN CENTY ETF TR+$2.7M
E
ESGVVANGUARD WORLD FD+$1.2M
A
AVSUAMERICAN CENTY ETF TR+$925.3K
Top Sells
H
HEFAISHARES TR-$10.5M
M
MINOPIMCO ETF TR-$2.8M
E
EMXCISHARES INC-$2.7M
P
PYLDPIMCO ETF TR-$2.5M
M
MEARISHARES U S ETF TR-$962.8K
Top Holdings
A
AVSUAMERICAN CENTY ETF TR+17.4%$29.2M
E
ESGVVANGUARD WORLD FD+12.2%$20.4M
A
AVSDAMERICAN CENTY ETF TR+8.4%$14.0M
N
NUDMNUSHARES ETF TR+8.2%$13.8M
E
ESGUISHARES TR+6.8%$11.4M
Equity Positions (248)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVSU | AMERICAN CENTY ETF TR | 17.40% | $29.2M | 424,981 | $58.78 | $68.60 | +$925.3K |
E ESGV | VANGUARD WORLD FD | 12.16% | $20.4M | 185,830 | $93.76 | $109.64 | +$1.2M |
A AVSD | AMERICAN CENTY ETF TR | 8.36% | $14.0M | 207,501 | $55.27 | $67.55 | +$2.7M |
N NUDM | NUSHARES ETF TR | 8.24% | $13.8M | 388,993 | $35.49 | $35.49 | +$13.8M |
E ESGU | ISHARES TR | 6.81% | $11.4M | 84,368 | $107.36 | $135.30 | +$244.1K |
Industry Allocation
RETAIL-AUTO DEALERS & GASOLINE STATIONS
+0.4%
SERVICES-PREPACKAGED SOFTWARE
+0.4%
AIR-COND & WARM AIR HEATG EQUIP & COMM & INDL REFRIG EQUIP
+0.4%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+0.3%
FIRE, MARINE & CASUALTY INSURANCE
+0.3%