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 |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 51 | $1,357,166 | 5,516 | 0.00 | 0.00 | 1,288 | 30.46 | 06-30-2023 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN INDIA | 52 | $1,318,632 | 42,688 | 0.00 | 42,688 | +Inf | 06-30-2023 | |
| WALGREENS BOOTS ALLIANCE INC | COM | 53 | $1,305,697 | 45,830 | 0.00 | 0.00 | -14,807 | -24.42 | 06-30-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 54 | $1,304,248 | 28,243 | 0.00 | 0.00 | -1,992 | -6.59 | 06-30-2023 |
