Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CLARUS WEALTH ADVISORS | 04-11-2024 | 03-31-2024 | 130 | 176,597,835 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 151 | $399,807 | 3,557 | 0.00 | 0.00 | 28 | 0.79 | 03-31-2024 |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 152 | $399,705 | 743 | 0.00 | 0.00 | -198 | -21.04 | 03-31-2024 |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,095 | -12.60 | 12-31-2023 |
FIRST TR EXCHANGE TRADED FD | MATERIALS ALPH | 154 | $386,186 | 5,440 | 0.00 | 0.00 | 32 | 0.59 | 03-31-2024 |