Portfolio (Quarterly)
Guide ↗
Clarity Wealth Advisors, LLC
· CIK 0001767384| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | Technology | 136,756.0 | $37.2M | 7.58% | NEW | — | $271.86 | +10.0% |
| 2 | SPY | SPDR S&P 500 ETF TR | Financial Services | 51,485.0 | $35.1M | 7.16% | NEW | — | $681.92 | +7.6% |
| 3 | VTI | VANGUARD INDEX FDS | — | 99,904.0 | $33.5M | 6.83% | NEW | — | $335.27 | +7.4% |
| 4 | QQQ | INVESCO QQQ TR | Financial Services | 54,388.0 | $33.4M | 6.82% | NEW | — | $614.30 | +14.2% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | — | 101,764.0 | $22.4M | 4.56% | NEW | — | $219.78 | +4.4% |
| 6 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 41,107.0 | $19.8M | 4.03% | NEW | — | $480.57 | +2.8% |
| 7 | IJH | ISHARES TR | — | 271,294.0 | $17.9M | 3.65% | NEW | — | $66.00 | +8.3% |
| 8 | VXUS | VANGUARD STAR FDS | — | 237,094.0 | $17.9M | 3.65% | NEW | — | $75.44 | +9.8% |
| 9 | GOOGL | ALPHABET INC | Communication Services | 54,739.0 | $17.1M | 3.50% | NEW | — | $313.00 | +23.9% |
| 10 | VB | VANGUARD INDEX FDS | — | 51,430.0 | $13.3M | 2.71% | NEW | — | $257.95 | +8.2% |
| 11 | VYMI | VANGUARD WHITEHALL FDS | — | 143,420.0 | $12.9M | 2.63% | NEW | — | $90.00 | +9.6% |
| 12 | META | META PLATFORMS INC | Communication Services | 18,122.0 | $12.0M | 2.44% | NEW | — | $660.09 | -8.7% |
| 13 | CGGO | CAPITAL GROUP GBL GROWTH EQT | — | 317,991.0 | $11.0M | 2.25% | NEW | — | $34.65 | +10.6% |
| 14 | JPM | JPMORGAN CHASE & CO. | Financial Services | 33,495.0 | $10.8M | 2.20% | NEW | — | $322.22 | -8.2% |
| 15 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 223,993.0 | $10.6M | 2.16% | NEW | — | $47.35 | -2.3% |
| 16 | BIV | VANGUARD BD INDEX FDS | — | 135,024.0 | $10.5M | 2.15% | NEW | — | $77.88 | -2.8% |
| 17 | EEM | ISHARES TR | — | 190,689.0 | $10.4M | 2.13% | NEW | — | $54.71 | +17.5% |
| 18 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 11,722.0 | $10.1M | 2.06% | NEW | — | $862.37 | +26.9% |
| 19 | — | BERKSHIRE HATHAWAY INC DEL | — | 19,892.0 | $10.0M | 2.04% | NEW | — | $502.64 | — |
| 20 | FBND | FIDELITY MERRIMACK STR TR | — | 213,859.0 | $9.8M | 2.01% | NEW | — | $46.04 | -2.2% |
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
44.0%
Technology
24.5%
Communication Services
14.8%
Healthcare
6.7%
Consumer Cyclical
5.1%
Consumer Defensive
4.0%
Industrials
0.5%
Utilities
0.3%
Energy
0.2%