Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CLARITY WEALTH ADVISORS LLC 01-10-2024 12-31-2023 85 264,575,883
Institutional Holdings
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
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