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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP | COM | 101 | $794,329 | 3,692 | 0.00 | 0.00 | 2,767 | 299.14 | 06-30-2023 |
| AT&T INC | COM | 102 | $777,580 | 48,751 | 0.00 | 0.00 | 12,438 | 34.25 | 06-30-2023 |
| HOME DEPOT INC | COM | 103 | $755,912 | 2,433 | 0.00 | 0.00 | 14 | 0.58 | 06-30-2023 |
| DBX ETF TR | XTRACK MSCI EAFE | 104 | $725,191 | 20,503 | 0.00 | 0.00 | -95 | -0.46 | 06-30-2023 |
