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
PACER FDS TR US CASH COWS 100 151 $497,321 10,389 0.00 0.00 3,347 47.53 06-30-2023
BONDBLOXX ETF TRUST BLOOMBERG SIX MN 152 $494,887 9,853 0.00 9,853 +Inf 06-30-2023
SELECT SECTOR SPDR TR SBI HEALTHCARE 153 $494,763 3,728 0.00 0.00 106 2.93 06-30-2023
DISCOVER FINL SVCS COM 154 $489,881 4,192 0.00 0.00 195 4.88 06-30-2023
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