Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CLARITY FINANCIAL LLC 04-15-2024 03-31-2024 120 661,356,562
Institutional Holdings
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
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