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 |
|---|---|---|---|---|---|---|---|---|---|
| SYNOPSYS INC | COM | 51 | $526,238 | 1,022 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 52 | $525,246 | 9,435 | 0.00 | 0.00 | -860 | -8.35 | 12-31-2023 |
| 3M CO | COM | 53 | $524,449 | 4,797 | 0.00 | 0.00 | -12,851 | -72.82 | 12-31-2023 |
| WORKDAY INC | CL A | 54 | $522,582 | 1,893 | 0.00 | 0.00 | -44 | -2.27 | 12-31-2023 |
