Portfolio (Quarterly)
Guide ↗
Clarity Capital Advisors, LLC
· CIK 0002011219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | — | 333,003.0 | $15.6M | 7.79% | NEW | — | $46.80 | +10.4% |
| 2 | VTI | VANGUARD INDEX FDS | — | 41,115.0 | $13.8M | 6.89% | NEW | — | $335.27 | +10.2% |
| 3 | AVUS | AMERICAN CENTY ETF TR | — | 107,178.0 | $12.0M | 5.99% | NEW | — | $111.78 | +13.7% |
| 4 | AVDE | AMERICAN CENTY ETF TR | — | 108,044.0 | $8.9M | 4.45% | NEW | — | $82.32 | +11.2% |
| 5 | VTIP | VANGUARD MALVERN FDS | — | 170,294.0 | $8.4M | 4.21% | NEW | — | $49.46 | +1.8% |
| 6 | BSV | VANGUARD BD INDEX FDS | — | 105,583.0 | $8.3M | 4.16% | NEW | — | $78.81 | -1.0% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | — | 132,929.0 | $8.3M | 4.15% | NEW | — | $62.47 | +14.3% |
| 8 | VXUS | VANGUARD STAR FDS | — | 109,555.0 | $8.3M | 4.13% | NEW | — | $75.44 | +13.8% |
| 9 | DFAI | DIMENSIONAL ETF TRUST | — | 212,600.0 | $8.1M | 4.05% | NEW | — | $38.11 | +9.7% |
| 10 | VOO | VANGUARD INDEX FDS | — | 12,299.0 | $7.7M | 3.86% | NEW | — | $627.14 | +10.0% |
| 11 | BIV | VANGUARD BD INDEX FDS | — | 83,816.0 | $6.5M | 3.26% | NEW | — | $77.88 | -1.6% |
| 12 | VTV | VANGUARD INDEX FDS | — | 31,143.0 | $5.9M | 2.97% | NEW | — | $190.99 | +10.9% |
| 13 | VUG | VANGUARD INDEX FDS | — | 11,313.0 | $5.5M | 2.76% | NEW | — | $487.85 | -81.9% |
| 14 | DFAC | DIMENSIONAL ETF TRUST | — | 108,746.0 | $4.3M | 2.15% | NEW | — | $39.59 | +11.0% |
| 15 | — | BERKSHIRE HATHAWAY INC DEL | — | 8,479.0 | $4.3M | 2.13% | NEW | — | $502.65 | — |
| 16 | DFUS | DIMENSIONAL ETF TRUST | — | 55,496.0 | $4.1M | 2.06% | NEW | — | $74.17 | +10.2% |
| 17 | IVV | ISHARES TR | — | 4,767.0 | $3.3M | 1.63% | NEW | — | $684.98 | +10.1% |
| 18 | SPY | SPDR S&P 500 ETF TR | Financial Services | 4,754.0 | $3.2M | 1.62% | NEW | — | $681.97 | +10.0% |
| 19 | AAPL | APPLE INC | Technology | 10,116.0 | $2.8M | 1.38% | NEW | — | $271.86 | +14.3% |
| 20 | DFUV | DIMENSIONAL ETF TRUST | — | 58,107.0 | $2.7M | 1.35% | NEW | — | $46.59 | +15.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
41.8%
Technology
36.8%
Communication Services
11.6%
Consumer Cyclical
5.9%
Utilities
3.9%