Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CLARITY WEALTH ADVISORS LLC | 01-10-2024 | 12-31-2023 | 85 | 264,575,883 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $24,196,849 | 125,678 | 0.01 | 0.01 | -202 | -0.16 | 12-31-2023 |
VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $21,067,171 | 88,809 | 0.01 | 0.01 | 6,088 | 7.36 | 12-31-2023 |
SPDR S&P 500 ETF TR | TR UNIT | 3 | $20,933,718 | 44,042 | 0.01 | 0.01 | 4,442 | 11.22 | 12-31-2023 |
INVESCO QQQ TR | UNIT SER 1 | 4 | $20,790,887 | 50,769 | 0.01 | 0.01 | 3,378 | 7.13 | 12-31-2023 |