Portfolio (Quarterly)
Guide ↗
Clarity Wealth Advisors, LLC
· CIK 0001767384| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | IWD | ISHARES TR | — | 1,028.0 | $220K | 0.04% | — | — | $213.67 | +8.9% |
| 102 | VTV | VANGUARD INDEX FDS | — | 1,115.0 | $219K | 0.04% | -22.0 | -1.9% | $196.27 | +5.7% |
| 103 | ITOT | ISHARES TR | — | 1,534.0 | $218K | 0.04% | -83.0 | -5.1% | $142.40 | +13.0% |
| 104 | SCHA | SCHWAB STRATEGIC TR | — | 7,411.0 | $216K | 0.04% | — | — | $29.08 | +11.2% |
| 105 | GE | GE AEROSPACE | Industrials | 757.0 | $215K | 0.04% | +5.0 | +0.7% | $283.74 | -0.8% |
| 106 | TGT | TARGET CORP | Consumer Defensive | 1,720.0 | $208K | 0.04% | NEW | — | $121.20 | +0.3% |
| 107 | NIO | NIO INC | Consumer Cyclical | 11,500.0 | $69K | 0.01% | — | — | $6.03 | +1.2% |
| 108 | BBAI | BIGBEAR AI HLDGS INC | Technology | 12,000.0 | $42K | 0.01% | — | — | $3.52 | +11.4% |
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
44.5%
Technology
23.5%
Communication Services
13.9%
Healthcare
7.6%
Consumer Defensive
4.9%
Consumer Cyclical
4.5%
Industrials
0.5%
Energy
0.3%
Utilities
0.3%