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Clarity Capital Advisors

Latest statistics and disclosures from Clarity Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUS, VTI, DFAU, AVDE, VTIP, and represent 33.32% of Clarity Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: VGIT, VOO, IJH, VEA, DFAU, VGSH, DFAI, VOE, USMV, SCHB.
Started 5 new stock positions in USMV, VOE, SCHB, VGIT, DFIS.
Reduced shares in these 9 stocks: , DFUV, VCIT, BIV, VCSH, VEU, IVV, BND, VTIP.
Sold out of its position in VMBS.
Clarity Capital Advisors was a net buyer of stock by $3.5M.
Clarity Capital Advisors has $125M in assets under management (AUM), dropping by 8.80%.
Central Index Key (CIK): 0002011219

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Positions held by Clarity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clarity Capital Advisors

Clarity Capital Advisors holds 78 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	8.7	$11M		122k	89.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.6	$9.6M		37k	259.90	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	6.9	$8.7M	+5%	237k	36.54	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.1	$6.4M		100k	63.74	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	5.0	$6.3M		131k	47.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.3	$5.3M	+10%	106k	50.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.9	$4.9M		64k	76.67	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.6	$4.5M	+6%	148k	30.22	View chart
Vanguard Index Fds Value Etf (VTV)	3.4	$4.2M	+3%	26k	162.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.1	$3.9M	+16%	8.2k	480.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.8	$3.6M		8.5k	420.52	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.6	$3.3M	-8%	44k	75.40	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	2.5	$3.2M		56k	56.98	View chart
Vanguard Index Fds Growth Etf (VUG)	2.4	$3.0M	+2%	8.8k	344.19	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.3	$2.8M	-12%	70k	40.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$2.6M		4.9k	525.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$2.5M		4.7k	523.12	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.9	$2.4M		76k	31.95	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.8	$2.2M		37k	60.30	View chart
Apple (AAPL)	1.7	$2.2M		13k	171.49	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$1.6M	+4%	18k	86.48	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$1.3M	+2%	11k	120.99	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$1.3M	+6%	54k	24.72	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$1.3M		22k	57.96	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$1.2M		19k	62.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$1.1M	+13%	27k	41.77	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$1.1M	-6%	14k	77.31	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$1.1M		43k	25.44	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.9	$1.1M	-25%	14k	80.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$1.1M	+9%	5.6k	191.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$1.0M		16k	62.06	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$814k		22k	36.75	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.6	$782k		12k	67.39	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$746k	+123%	13k	58.07	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$673k		3.6k	186.82	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$670k		7.2k	92.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$663k	+401%	11k	60.74	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$632k	NEW	11k	58.55	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.5	$606k		11k	57.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$581k		1.3k	443.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$579k		15k	39.02	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$574k	+3%	2.4k	239.74	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$568k		8.5k	67.13	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$541k		4.6k	116.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$537k	+2%	2.1k	249.82	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.4	$502k		14k	35.61	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$500k		20k	25.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$495k		2.2k	228.56	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$485k	-2%	6.7k	72.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$483k		9.8k	49.24	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	0.4	$455k		16k	27.76	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.3	$416k		4.1k	101.50	View chart
Microsoft Corporation (MSFT)	0.3	$410k		974.00	420.88	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$401k	+2%	2.3k	175.30	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$397k		7.9k	50.10	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$377k		16k	24.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$372k		2.4k	152.26	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$338k	-8%	5.8k	58.65	View chart
Consolidated Edison (ED)	0.3	$334k		3.7k	90.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$328k		3.9k	84.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$322k		2.9k	110.50	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$308k		8.6k	35.84	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$286k		7.9k	36.19	View chart
Amazon (AMZN)	0.2	$285k		1.6k	180.38	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$282k		3.5k	81.44	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$275k		6.5k	42.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$265k		1.5k	182.67	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.2	$262k		7.4k	35.47	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$259k		5.3k	48.77	View chart
Teledyne Technologies Incorporated (TDY)	0.2	$258k		600.00	429.32	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$253k		4.6k	54.43	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$237k		8.7k	27.19	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$232k		5.7k	40.93	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$215k	NEW	1.4k	155.88	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$211k	NEW	2.5k	83.58	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$204k	NEW	3.3k	61.04	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$201k	NEW	8.0k	25.06	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.1	$149k		13k	11.81	View chart

Past Filings by Clarity Capital Advisors

SEC 13F filings are viewable for Clarity Capital Advisors going back to 2023

Clarity Capital Advisors 2024 Q1 filed April 18, 2024
Clarity Capital Advisors 2023 Q4 filed Feb. 8, 2024

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