Portfolio (Quarterly)
Guide ↗
Clarus Wealth Advisors
· CIK 0001730149| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ACWI | ISHARES TR | — | 17,494 | $2.5M | 1.05% | SOLD |
| 2 | EFA | ISHARES TR | — | 25,548 | $2.5M | 1.05% | SOLD |
| 3 | EEM | ISHARES TR | — | 38,316 | $2.2M | 0.91% | SOLD |
| 4 | QTUM | ETF SER SOLUTIONS | — | 14,428 | $1.7M | 0.70% | SOLD |
| 5 | UBER | UBER TECHNOLOGIES INC | Technology | 19,268 | $1.6M | 0.68% | SOLD |
| 6 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 59,279 | $1.6M | 0.67% | SOLD |
| 7 | PANW | PALO ALTO NETWORKS INC | Technology | 8,406 | $1.6M | 0.67% | SOLD |
| 8 | CEG | CONSTELLATION ENERGY CORP | Utilities | 4,551 | $1.5M | 0.63% | SOLD |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,349 | $409K | 0.17% | SOLD |
| 10 | SYF | SYNCHRONY FINANCIAL | Financial Services | 4,486 | $350K | 0.14% | SOLD |
| 11 | OKLO | OKLO INC | Utilities | 2,690 | $261K | 0.11% | SOLD |
| 12 | DFAC | DIMENSIONAL ETF TRUST | — | 4,988 | $203K | 0.08% | SOLD |
| 13 | NVTS | NAVITAS SEMICONDUCTOR CORP | Technology | 12,432 | $118K | 0.05% | SOLD |
Sector Allocation
Financial Services
38.7%
Technology
25.3%
Industrials
11.3%
Consumer Cyclical
10.5%
Communication Services
4.7%
Healthcare
3.8%
Consumer Defensive
3.1%
Energy
1.6%
Utilities
0.7%
Basic Materials
0.3%