Portfolio (Quarterly)
Guide ↗
Clarity Capital Advisors, LLC
· CIK 0002011219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AAPL | APPLE INC | Technology | 10,116.0 | $2.6M | 1.20% | — | — | $253.79 | +22.8% |
| 22 | VYM | VANGUARD WHITEHALL FDS | — | 17,002.0 | $2.5M | 1.17% | — | — | $148.10 | +6.9% |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | — | 45,935.0 | $2.5M | 1.16% | +12K | +35.6% | $54.05 | +10.8% |
| 24 | DFAE | DIMENSIONAL ETF TRUST | — | 72,384.0 | $2.5M | 1.14% | +1K | +1.4% | $33.86 | +19.1% |
| 25 | VO | VANGUARD INDEX FDS | — | 8,317.0 | $2.4M | 1.11% | — | — | $287.16 | -72.6% |
| 26 | VCSH | VANGUARD SCOTTSDALE FDS | — | 28,985.0 | $2.3M | 1.07% | +8K | +37.5% | $79.27 | -0.2% |
| 27 | VGSH | VANGUARD SCOTTSDALE FDS | — | 35,648.0 | $2.1M | 0.97% | +9K | +35.0% | $58.54 | -0.4% |
| 28 | AVEM | AMERICAN CENTY ETF TR | — | 25,496.0 | $2.1M | 0.96% | +443.0 | +1.8% | $80.58 | +19.7% |
| 29 | VGIT | VANGUARD SCOTTSDALE FDS | — | 34,267.0 | $2.0M | 0.95% | +5K | +16.2% | $59.55 | -0.9% |
| 30 | VB | VANGUARD INDEX FDS | — | 6,873.0 | $1.8M | 0.84% | — | — | $261.93 | +11.6% |
| 31 | VBR | VANGUARD INDEX FDS | — | 7,823.0 | $1.7M | 0.79% | +56.0 | +0.7% | $217.25 | +8.1% |
| 32 | VCIT | VANGUARD SCOTTSDALE FDS | — | 19,661.0 | $1.6M | 0.76% | +3K | +18.9% | $82.75 | +0.0% |
| 33 | SCHG | SCHWAB STRATEGIC TR | — | 54,965.0 | $1.6M | 0.75% | — | — | $29.13 | +19.4% |
| 34 | DFAX | DIMENSIONAL ETF TRUST | — | 45,937.0 | $1.6M | 0.73% | — | — | $33.97 | +10.7% |
| 35 | DFAS | DIMENSIONAL ETF TRUST | — | 19,136.0 | $1.4M | 0.63% | — | — | $71.13 | +10.6% |
| 36 | DFIV | DIMENSIONAL ETF TRUST | — | 25,097.0 | $1.3M | 0.62% | — | — | $52.78 | +5.5% |
| 37 | SCHX | SCHWAB STRATEGIC TR | — | 50,214.0 | $1.3M | 0.60% | — | — | $25.64 | +15.5% |
| 38 | FNDX | SCHWAB STRATEGIC TR | — | 36,080.0 | $1.0M | 0.47% | — | — | $27.85 | +11.3% |
| 39 | IJH | ISHARES TR | — | 12,677.0 | $856K | 0.40% | — | — | $67.53 | +9.8% |
| 40 | VV | VANGUARD INDEX FDS | — | 2,836.0 | $848K | 0.40% | — | — | $298.89 | +15.8% |
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
43.8%
Technology
38.0%
Communication Services
7.7%
Consumer Cyclical
6.2%
Utilities
4.3%