Clarity-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FNDF",
  "FNDA",
  null,
  "AVDE",
  null,
  "AVEM",
  "DBEF",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  "SCHY",
  "MSFT",
  "IJR",
  null,
  null,
  "VGIT",
  "VGSH",
  "IVV",
  "AAPL",
  "SPY",
  null,
  "FNDX",
  null,
  null,
  "SCHX",
  null,
  "SPDW",
  null,
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  "VWO",
  "VSS",
  null,
  "VCIT",
  null,
  null,
  "VIG",
  "VYM",
  "AMZN",
  "SCHB",
  "IVE",
  null,
  "VEU",
  "VUG",
  "VEA",
  null,
  null,
  "VXUS",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  null,
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "TDY",
  "SPYV",
  "BRK-A",
  "BRK-B",
  "ED",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "USMV",
  "QQQ",
  "GOOG",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 82
Total Value: 152302798
Accession Number: 0001172661-25-001494
Form Type: 13F-HR
CIK: clarity-capital-advisors
Manager Name: Clarity-Capital-Advisors

Data Enrichment

68% identified

56 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $152.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908553

VNQ|922908553

Shares:26.4K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$152.3M)

921946406

VYM|921946406

Shares:16.4K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$152.3M)

25434V302

Shares:65.0K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$152.3M)

922908629

VO|922908629

Shares:5.9K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$152.3M)

92206C409

Shares:16.5K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$152.3M)

025072604

AVEM|025072604

Shares:21.4K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$152.3M)

922042858

VWO|922042858

Shares:28.0K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$152.3M)

922908751

VB|922908751

Shares:5.6K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$152.3M)

25434V880

DFAX|25434V880

Shares:44.8K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$152.3M)

25434V500

Shares:19.0K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$152.3M)

922908611

VBR|922908611

Shares:5.9K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$152.3M)

808524201

SCHX|808524201

Shares:49.6K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$152.3M)

92206C870

VCIT|92206C870

Shares:12.0K

Value:$983.8K

% of Portfolio:0.6% ($983.8K/$152.3M)

25434V807

Shares:24.5K

Value:$963.8K

% of Portfolio:0.6% ($963.8K/$152.3M)

92206C706

VGIT|92206C706

Shares:15.6K

Value:$929.4K

% of Portfolio:0.6% ($929.4K/$152.3M)

92206C102

VGSH|92206C102

Shares:14.3K

Value:$841.4K

% of Portfolio:0.6% ($841.4K/$152.3M)

808524771

FNDX|808524771

Shares:35.5K

Value:$837.5K

% of Portfolio:0.5% ($837.5K/$152.3M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.5% ($798.4K/$152.3M)

808524300

SCHG|808524300

Shares:29.0K

Value:$726.4K

% of Portfolio:0.5% ($726.4K/$152.3M)

464287408

IVE|464287408

Shares:3.6K

Value:$693.5K

% of Portfolio:0.5% ($693.5K/$152.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VNQcusip922908553)	26.4K	QoQ +2.55% (+659) YoY +44.28% (+8.1K)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$152.3M)	QoQ +4.23% (+$97.3K) YoY +51.05% (+$808.6K)
(VYMcusip921946406)	16.4K	QoQ +0.29% (+48) YoY +49.23% (+5.4K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$152.3M)	QoQ +1.37% (+$28.7K) YoY +59.05% (+$785.4K)
(cusip25434V302)✕	65.0K	QoQ +2.54% (+1.6K) YoY +20.90% (+11.2K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$152.3M)	QoQ +4.64% (+$74.6K) YoY +26.62% (+$353.6K)
(VOcusip922908629)	5.9K	QoQ +0.32% (-19) YoY +176.08% (+3.8K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$152.3M)	QoQ -1.76% (-$27.6K) YoY +185.81% (+$997.5K)
(cusip92206C409)✕	16.5K	QoQ +5.56% (+869) YoY +16.11% (+2.3K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$152.3M)	QoQ +6.82% (+$83.1K) YoY +18.56% (+$203.6K)
(AVEMcusip025072604)	21.4K	QoQ +0.44% (+94) YoY -4.52% (-1.0K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$152.3M)	QoQ +2.79% (+$35.0K) YoY -0.87% (-$11.4K)
(VWOcusip922042858)	28.0K	QoQ +0.32% (+92) YoY +5.52% (+1.5K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$152.3M)	QoQ +3.10% (+$38.2K) YoY +14.33% (+$158.7K)
(VBcusip922908751)	5.6K	QoQ +0.26% (-15) YoY +157.77% (+3.4K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$152.3M)	QoQ -7.46% (-$100.0K) YoY +150.09% (+$743.4K)
(DFAXcusip25434V880)	44.8K	QoQ +0.96% (+428) YoY +4.71% (+2.0K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$152.3M)	QoQ +6.40% (+$70.7K) YoY +7.84% (+$85.5K)
(cusip25434V500)✕	19.0K	QoQ +0.18% (-35) YoY +0.99% (-187)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$152.3M)	QoQ -8.02% (-$98.8K) YoY -3.20% (-$37.5K)
(VBRcusip922908611)	5.9K	QoQ -2.92% (-179) YoY +6.47% (+361)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$152.3M)	QoQ -8.74% (-$105.9K) YoY +3.37% (+$36.1K)
(SCHXcusip808524201)	49.6K	QoQ +0.30% (-153) YoY +203.80% (+33.3K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$152.3M)	QoQ -4.45% (-$51.1K) YoY +8.08% (+$82.0K)
(VCITcusip92206C870)	12.0K	QoQ +6.80% (+767) YoY -10.74% (-1.4K)	All Managers (Combined)	$983.8K	0.6% ($983.8K/$152.3M)	QoQ +8.78% (+$79.5K) YoY -9.36% (-$101.7K)
(cusip25434V807)✕	24.5K	QoQ +0.27% (+68) YoY +10.54% (+2.3K)	All Managers (Combined)	$963.8K	0.6% ($963.8K/$152.3M)	QoQ +11.24% (+$97.4K) YoY +18.39% (+$149.8K)
(VGITcusip92206C706)	15.6K	QoQ +6.66% (+977) YoY +44.87% (+4.8K)	All Managers (Combined)	$929.4K	0.6% ($929.4K/$152.3M)	QoQ +9.23% (+$78.6K) YoY +46.97% (+$297.1K)
(VGSHcusip92206C102)	14.3K	QoQ +8.67% (+1.1K) YoY +11.59% (+1.5K)	All Managers (Combined)	$841.4K	0.6% ($841.4K/$152.3M)	QoQ +9.62% (+$73.9K) YoY +12.78% (+$95.4K)
(FNDXcusip808524771)	35.5K	QoQ +0.45% (+159) YoY +205.48% (+23.9K)	All Managers (Combined)	$837.5K	0.5% ($837.5K/$152.3M)	QoQ +0.15% (+$1.3K) YoY +7.03% (+$55.0K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.5% ($798.4K/$152.3M)	QoQ NEW(+$798.4K) YoY NEW(+$798.4K)
(SCHGcusip808524300)	29.0K	QoQ +0.01% (-5) YoY +301.35% (+21.8K)	All Managers (Combined)	$726.4K	0.5% ($726.4K/$152.3M)	QoQ -10.13% (-$82.0K) YoY +8.38% (+$56.2K)
(IVEcusip464287408)	3.6K	QoQ 0.00% (-0) YoY +1.05% (+38)	All Managers (Combined)	$693.5K	0.5% ($693.5K/$152.3M)	QoQ -0.15% (-$1.1K) YoY +3.09% (+$20.8K)