Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOTAL CLARITY WEALTH MANAGEMENT INC | 07-24-2023 | 06-30-2023 | 212 | 201,497,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | FLOATNG RAT TREA | 1 | $23,950,691 | 475,968 | 0.01 | 0.02 | -125,703 | -20.89 | 06-30-2023 |
| APPLE INC | COM | 2 | $5,399,394 | 27,836 | 0.00 | 0.00 | 2,204 | 8.60 | 06-30-2023 |
| ISHARES TR | RUS 1000 GRW ETF | 3 | $4,617,520 | 16,780 | 0.00 | 0.00 | 8,601 | 105.16 | 06-30-2023 |
| MICROSOFT CORP | COM | 4 | $4,333,048 | 12,724 | 0.00 | 0.00 | 340 | 2.75 | 06-30-2023 |
