Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CLARITY FINANCIAL LLC | 04-15-2024 | 03-31-2024 | 120 | 661,356,562 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | 1 3 YR TREAS BD | 1 | $44,584,738 | 545,179 | 0.01 | 0.01 | -375,363 | -40.78 | 03-31-2024 |
ISHARES TR | 7-10 YR TRSY BD | 2 | $37,797,359 | 399,296 | 0.01 | 0.00 | 389,414 | 3940.64 | 03-31-2024 |
EXXON MOBIL CORP | COM | 3 | $31,025,768 | 266,911 | 0.00 | 0.00 | 1,826 | 0.69 | 03-31-2024 |
ISHARES TR | 3 7 YR TREAS BD | 4 | $30,184,401 | 260,637 | 0.00 | 0.01 | 10,886 | 4.36 | 03-31-2024 |