Clarity Asset Management, Inc. 13F Holdings
CIK 0001756759 · AMES, IA
As of Sep 30, 2025, Clarity Asset Management, Inc. reported 249 positions worth
CIK 0001756759 · AMES, IA
As of Sep 30, 2025, Clarity Asset Management, Inc. reported 249 positions worth
78.1M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AVANTIS RESPONSIBLE US EQUITY ETF | AVSU | — | 422,365 | $31.1M | 17.44% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 185,162 | $21.9M | 12.31% |
| AMERICAN CENTY ETF TR | AVSD | — | 207,371 | 4.8M | 8.33% |
| NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | NUDM | — | 390,352 | 4.7M | 8.24% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 85,847 | 2.5M | 7.02% |
| NUVEEN ESG LARGE-CAP GROWTH ETF | NULG | — | 101,703 | 0.1M | 5.68% |
| THRIVENT SMALL-MID CAP EQUITY ETF | TSME | — | 236,639 | $9.8M | 5.51% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 71,589 | $7.6M | 4.28% |
| SPDR SERIES TRUST | BWZ | — | 255,097 | $7.1M | 3.98% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 221,444 | $5.9M | 3.34% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND | EMNT | — | 59,363 | $5.9M | 3.30% |
| NUVEEN ESG LARGE-CAP VALUE ETF | NULV | — | 107,028 | $4.7M | 2.63% |
| PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | MINO | — | 93,239 | $4.2M | 2.37% |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | MEAR | — | 63,347 | $3.2M | 1.80% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 58,757 | $3.0M | 1.68% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 14,869 | .8M | 1.01% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 10,998 | .6M | 0.90% |
| ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | IGRO | — | 11,153 | $888.5K | 0.50% |
| FIDELITY COVINGTON TRUST | FENI | — | 22,232 | $784.4K | 0.44% |
| CASEYS GENERAL STORES INC | CASY | Consumer Cyclical | 1,369 | $774.1K | 0.43% |
| LENNOX INTERNATIONAL INC | LII | Basic Materials | 1,123 | $594.6K | 0.33% |
| FIDELITY ENHANCED LARGE CAP VALUE ETF | FELV | — | 17,579 | $589.4K | 0.33% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 7,370 | $577.4K | 0.32% |
| AVANTIS US EQUITY ETF | AVUS | — | 5,286 | $574.5K | 0.32% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 1,684 | $552.6K | 0.31% |