Portfolio (Quarterly)
Guide ↗
Clarity Asset Management, Inc.
· CIK 0001756759| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 2,245.0 | $242K | 0.12% | NEW | — | $107.78 | +1.5% |
| 62 | EMXC | ISHARES INC | — | 2,313.0 | $237K | 0.12% | NEW | — | $102.31 | -4.2% |
| 63 | DFSU | DIMENSIONAL ETF TRUST | — | 4,914.0 | $229K | 0.11% | NEW | — | $46.63 | +2.4% |
| 64 | DE | DEERE CO | Industrials | 350.0 | $222K | 0.11% | NEW | — | $633.93 | +6.6% |
| 65 | ESGD | ISHARES TR | — | 2,041.0 | $210K | 0.10% | NEW | — | $102.79 | +2.6% |
| 66 | DFGP | DIMENSIONAL ETF TRUST | — | 3,801.0 | $207K | 0.10% | NEW | — | $54.46 | -2.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
53.7%
Consumer Cyclical
20.5%
Industrials
18.3%
Technology
3.9%
Healthcare
3.5%