0001756759-25-000005
Clarity Asset Management, Inc.
Total Value: $155,350,580
Total Holdings: 215
| Quarter | Filling ID |
|---|---|
| Q4 25 | 0002002654-26-000001 |
| Q3 25 | 0002002654-25-000006 |
| Q2 25 | 0002002654-25-000004 |
| Q1 25 | 0002002654-25-000003 |
| Q4 24 | 0002002654-25-000001 |
| Q3 24 | 0002002654-24-000005 |
| Q2 24 | 0002002654-24-000004 |
| Q1 24 | 0002002654-24-000002 |
| Q4 23 | 0002002654-24-000001 |
| Q3 23 | 0002002654-23-000008 |
| Q2 23 | 0002002654-23-000007 |
| Q1 23 | 0002002654-23-000006 |
| Q4 22 | 0002002654-23-000005 |
| Q3 22 | 0002002654-23-000004 |
| Q2 22 | 0002002654-23-000003 |
| Q1 22 | 0002002654-23-000002 |
| Q4 21 | 0002002654-23-000001 |
| Name | Title | CUSIP | Ticker | Value | Shares | Share Price | Investment | % of Portfolio |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | 025072281 | $28,228,359 | 452,668 | SOLE | |||
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $19,195,217 | 195,970 | SOLE | |||
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072299 | $11,333,110 | 188,948 | SOLE | |||
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | $11,170,871 | 91,632 | SOLE | |||
| ISHARES TR | HDG MSCI EAFE | 46434V803 | $10,513,510 | 289,708 | SOLE | |||
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | $9,653,386 | 123,319 | SOLE | |||
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $8,132,595 | 308,637 | SOLE | |||
| THRIVENT ETF TRUST | SMALL MID CAP | 88588G109 | $8,120,015 | 243,918 | SOLE | |||
| ISHARES TR | NATIONAL MUN ETF | 464288414 | $6,779,879 | 64,301 | SOLE | |||
| PIMCO ETF TR | MUNI INCOME OPP | 72201R635 | $6,766,372 | 151,271 | SOLE | |||
| PIMCO ETF TR | ENHANCD SHORT | 72201R643 | $4,804,268 | 48,651 | SOLE | |||
| ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 | $4,053,184 | 80,676 | SOLE | |||
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 | $3,875,340 | 95,711 | SOLE | |||
| ISHARES INC | MSCI EMRG CHN | 46434G764 | $3,187,321 | 57,857 | SOLE | |||
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $2,420,100 | 47,593 | SOLE | |||
| ISHARES TR | CORE S&P TTL STK | 464287150 | $1,334,111 | 10,934 | SOLE | |||
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | $1,303,984 | 14,047 | SOLE | |||
| ISHARES TR | INTL DIV GRWTH | 46435G524 | $737,323 | 10,178 | SOLE | |||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $733,592 | 1,377 | SOLE | |||
| LENNOX INTL INC | COM | 526107107 | $627,452 | 1,119 | SOLE | |||
| CASEYS GEN STORES INC | COM | 147528103 | $592,978 | 1,366 | SOLE | |||
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | $590,853 | 19,854 | SOLE | |||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $462,188 | 1,682 | SOLE | |||
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A107 | $461,540 | 15,014 | SOLE | |||
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 | $438,586 | 15,966 | SOLE | |||
| 3M CO | COM | 88579Y101 | $432,065 | 2,942 | SOLE | |||
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $392,137 | 4,245 | SOLE | |||
| SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $353,322 | 5,373 | SOLE | |||
| MICROSOFT CORP | COM | 594918104 | $287,797 | 767 | SOLE | |||
| ISHARES TR | S&P MC 400VL ETF | 464287705 | $287,088 | 2,398 | SOLE | |||
| ISHARES TR | S&P SML 600 GWT | 464287887 | $276,950 | 2,224 | SOLE | |||
| BLACKROCK ETF TRUST | INT DIVIDEND ETF | 09290C848 | $231,265 | 8,933 | SOLE | |||
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $218,931 | 2,680 | SOLE | |||
| ISHARES TR | CORE S&P500 ETF | 464287200 | $196,248 | 349 | SOLE | |||
| CHEVRON CORP NEW | COM | 166764100 | $189,746 | 1,134 | SOLE | |||
| JOHNSON JOHNSON | COM | 478160104 | $188,712 | 1,138 | SOLE | |||
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $175,859 | 2,654 | SOLE | |||
| DEERE CO | COM | 244199105 | $163,879 | 349 | SOLE | |||
| WALMART INC | COM | 931142103 | $161,785 | 1,843 | SOLE | |||
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $157,982 | 2,544 | SOLE | |||
| ISHARES TR | ESG MSCI LEADR | 46435U218 | $141,306 | 1,475 | SOLE | |||
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | 316092782 | $136,341 | 2,288 | SOLE | |||
| FIDELITY COVINGTON TRUST | LOW VOLITY ETF | 316092824 | $134,569 | 2,220 | SOLE | |||
| GARMIN LTD | SHS | H2906T109 | $127,888 | 589 | SOLE | |||
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | $125,437 | 5,019 | SOLE | |||
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $120,461 | 624 | SOLE | |||
| ISHARES TR | S&P 500 VAL ETF | 464287408 | $119,173 | 625 | SOLE | |||
| TRIP COM GROUP LTD | ADS | 89677Q107 | $116,097 | 1,826 | SOLE | |||
| ALLIANT ENERGY CORP | COM | 018802108 | $107,325 | 1,668 | SOLE | |||
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | $103,636 | 1,228 | SOLE |