The Analysis of Clarity Capital Advisors, LLC's Holdings
Currently, Clarity Capital Advisors, LLC holds 95 types of securities in its portfolio with a total value $200.0M. In the most recent quarter, they have increased their positions in N/A (+2.4K shares, valued at $1.5M), VEA (+18.8K shares, valued at $1.2M), SCHG (+25.9K shares, valued at $845.7K); decreased their positions in AVUS (-3.8K shares, valued at $419.4K), AAPL (-939 shares, valued at $255.3K), VSS (-1.5K shares, valued at $212.4K); initiated new positions in AVLV (+9.7K shares, valued at $731.4K), N/A (+11.1K shares, valued at $730.2K), CWI (+15.4K shares, valued at $552.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST333.0K shares5.62%2025-12-312026-02-11
VTI VANGUARD INDEX FDS41.1K shares1.93%2025-12-312026-02-11
AVUS AMERICAN CENTY ETF TR107.2K shares-3.38%2025-12-312026-02-11
AVDE AMERICAN CENTY ETF TR108.0K shares8.93%2025-12-312026-02-11
VTIP VANGUARD MALVERN FDS170.3K shares5.29%2025-12-312026-02-11
BSV VANGUARD BD INDEX FDS105.6K shares8.12%2025-12-312026-02-11
VEA VANGUARD TAX-MANAGED FDS132.9K shares16.51%2025-12-312026-02-11
VXUS VANGUARD STAR FDS109.6K shares1.66%2025-12-312026-02-11
DFAI DIMENSIONAL ETF TRUST212.6K shares4.88%2025-12-312026-02-11
BIV VANGUARD BD INDEX FDS83.8K shares8.96%2025-12-312026-02-11
VTV VANGUARD INDEX FDS31.1K shares3.33%2025-12-312026-02-11
VUG VANGUARD INDEX FDS11.3K shares-0.26%2025-12-312026-02-11
DFAC DIMENSIONAL ETF TRUST108.7K shares0.09%2025-12-312026-02-11
DFUS DIMENSIONAL ETF TRUST55.5K shares0.13%2025-12-312026-02-11
IVV ISHARES TR4.8K shares-1.26%2025-12-312026-02-11
SPY SPDR S&P 500 ETF TR4.8K shares0.08%2025-12-312026-02-11
AAPL APPLE INC10.1K shares-8.49%2025-12-312026-02-11
DFUV DIMENSIONAL ETF TRUST58.1K shares2.13%2025-12-312026-02-11
VNQ VANGUARD INDEX FDS30.5K shares9.47%2025-12-312026-02-11
VYM VANGUARD WHITEHALL FDS17.1K shares-1.42%2025-12-312026-02-11
VO VANGUARD INDEX FDS8.3K shares18.06%2025-12-312026-02-11
DFAE DIMENSIONAL ETF TRUST71.3K shares4.62%2025-12-312026-02-11
AVEM AMERICAN CENTY ETF TR25.1K shares10.74%2025-12-312026-02-11
VWO VANGUARD INTL EQUITY INDEX F33.9K shares26.94%2025-12-312026-02-11
SCHG SCHWAB STRATEGIC TR54.9K shares89.34%2025-12-312026-02-11
VB VANGUARD INDEX FDS6.9K shares-0.26%2025-12-312026-02-11
VGIT VANGUARD SCOTTSDALE FDS29.5K shares11.73%2025-12-312026-02-11
VCSH VANGUARD SCOTTSDALE FDS21.1K shares12.16%2025-12-312026-02-11
VBR VANGUARD INDEX FDS7.8K shares0.88%2025-12-312026-02-11
VGSH VANGUARD SCOTTSDALE FDS26.4K shares13.19%2025-12-312026-02-11
DFAX DIMENSIONAL ETF TRUST45.9K shares1.67%2025-12-312026-02-11
VCIT VANGUARD SCOTTSDALE FDS16.5K shares14.97%2025-12-312026-02-11
SCHX SCHWAB STRATEGIC TR50.1K shares0.30%2025-12-312026-02-11
DFAS DIMENSIONAL ETF TRUST19.1K shares0.24%2025-12-312026-02-11
DFIV DIMENSIONAL ETF TRUST25.1K shares0.60%2025-12-312026-02-11
FNDX SCHWAB STRATEGIC TR35.9K shares0.45%2025-12-312026-02-11
VV VANGUARD INDEX FDS2.8K shares0.53%2025-12-312026-02-11
IJH ISHARES TR12.7K shares15.44%2025-12-312026-02-11
IVE ISHARES TR3.6K shares0.00%2025-12-312026-02-11
SCHF SCHWAB STRATEGIC TR31.7K shares2.85%2025-12-312026-02-11
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-11
AVLV AMERICAN CENTY ETF TR9.7K sharesnew addition2025-12-312026-02-11
VBK VANGUARD INDEX FDS2.4K shares18.11%2025-12-312026-02-11
FNDA SCHWAB STRATEGIC TR21.8K shares0.47%2025-12-312026-02-11
FNDF SCHWAB STRATEGIC TR15.2K shares3.00%2025-12-312026-02-11
ALPHABET INC ALPHABET INC2.1K shares-1.97%2025-12-312026-02-11
IDEV ISHARES TR8.1K shares1.50%2025-12-312026-02-11
VXF VANGUARD INDEX FDS3.1K shares0.16%2025-12-312026-02-11
FNDE SCHWAB STRATEGIC TR17.9K shares3.69%2025-12-312026-02-11
SCHE SCHWAB STRATEGIC TR17.2K shares2.83%2025-12-312026-02-11
CWI SPDR INDEX SHS FDS15.4K sharesnew addition2025-12-312026-02-11
MSFT MICROSOFT CORP1.0K shares14.40%2025-12-312026-02-11
VEU VANGUARD INTL EQUITY INDEX F6.7K shares1.57%2025-12-312026-02-11
SGOV ISHARES TR4.8K shares0.00%2025-12-312026-02-11
IWF ISHARES TR1.0K sharesnew addition2025-12-312026-02-11
VSS VANGUARD INTL EQUITY INDEX F3.3K shares-30.70%2025-12-312026-02-11
DISV DIMENSIONAL ETF TRUST12.6K shares0.65%2025-12-312026-02-11
BND VANGUARD BD INDEX FDS6.3K shares1.10%2025-12-312026-02-11
SPYV SPDR SERIES TRUST8.0K shares0.00%2025-12-312026-02-11
VIG VANGUARD SPECIALIZED FUNDS2.1K shares0.05%2025-12-312026-02-11
VIOO VANGUARD ADMIRAL FDS INC4.1K shares0.00%2025-12-312026-02-11
VOE VANGUARD INDEX FDS2.5K shares2.24%2025-12-312026-02-11
SCHY SCHWAB STRATEGIC TR14.6K shares-6.26%2025-12-312026-02-11
SCHB SCHWAB STRATEGIC TR15.7K shares0.05%2025-12-312026-02-11
SPDW SPDR INDEX SHS FDS9.2K shares1.77%2025-12-312026-02-11
SCHA SCHWAB STRATEGIC TR14.2K shares0.45%2025-12-312026-02-11
SPEM SPDR INDEX SHS FDS8.4K shares1.66%2025-12-312026-02-11
ED CONSOLIDATED EDISON INC3.8K shares0.13%2025-12-312026-02-11
AMZN AMAZON COM INC1.6K shares5.60%2025-12-312026-02-11
XLF SELECT SECTOR SPDR TR6.6K shares0.00%2025-12-312026-02-11
DGCB DIMENSIONAL ETF TRUST6.6K shares2.84%2025-12-312026-02-11
DFGP DIMENSIONAL ETF TRUST6.6K shares3.29%2025-12-312026-02-11
FNDC SCHWAB STRATEGIC TR8.0K shares3.45%2025-12-312026-02-11
IJR ISHARES TR2.8K shares-8.07%2025-12-312026-02-11
DFIC DIMENSIONAL ETF TRUST9.4K shares0.71%2025-12-312026-02-11
DFSV DIMENSIONAL ETF TRUST9.7K shares25.07%2025-12-312026-02-11
TDY TELEDYNE TECHNOLOGIES INC600 shares0.00%2025-12-312026-02-11
DUHP DIMENSIONAL ETF TRUST7.8K shares0.22%2025-12-312026-02-11
IVW ISHARES TR2.4K shares0.00%2025-12-312026-02-11
DFIS DIMENSIONAL ETF TRUST8.8K shares0.47%2025-12-312026-02-11
DFAT DIMENSIONAL ETF TRUST4.7K shares0.00%2025-12-312026-02-11
DBEF DBX ETF TR5.7K shares0.00%2025-12-312026-02-11
SCHM SCHWAB STRATEGIC TR8.8K shares0.44%2025-12-312026-02-11
VGT VANGUARD WORLD FD341 shares0.00%2025-12-312026-02-11
VOT VANGUARD INDEX FDS889 shares0.00%2025-12-312026-02-11
USMV ISHARES TR2.6K shares0.00%2025-12-312026-02-11
ITOT ISHARES TR1.6K shares0.00%2025-12-312026-02-11
META META PLATFORMS INC347 sharesnew addition2025-12-312026-02-11
ALPHABET INC ALPHABET INC716 sharesnew addition2025-12-312026-02-11
TJX TJX COS INC NEW1.3K sharesnew addition2025-12-312026-02-11
FMB FIRST TR EXCH TRADED FD III4.0K sharesnew addition2025-12-312026-02-11
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available