Clark Financial Advisors 13F Holdings
CIK 02820465 · Birmingham, AL
As of Mar 31, 2022, Clark Financial Advisors reported 30 positions worth
CIK 02820465 · Birmingham, AL
As of Mar 31, 2022, Clark Financial Advisors reported 30 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 44,156 | $20.0K | 18.88% |
| ISHARES MSCI ACWI ETF | ACWI | — | 101,633 | 0.1K | 9.56% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 118,079 | $9.0K | 8.44% |
| ISHARES SHORT DURATION BOND ACTIVE ETF | NEAR | — | 148,603 | $7.4K | 6.94% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | SHYG | — | 156,560 | $6.9K | 6.49% |
| SERVISFIRST BANCSHARES INC | SFBS | Financial Services | 55,554 | $5.3K | 4.99% |
| ISHARES GLOBAL TECH ETF | IXN | — | 88,844 | $5.2K | 4.86% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 67,171 | $5.1K | 4.83% |
| INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | PDBC | — | 286,762 | $5.1K | 4.77% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 57,798 | $4.5K | 4.23% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 34,645 | $4.4K | 4.18% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 10,171 | $3.6K | 3.38% |
| APPLE INC | AAPL | Technology | 18,456 | $3.2K | 3.04% |
| MICROSOFT CORP | MSFT | Technology | 7,961 | $2.5K | 2.31% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 21,087 | $2.3K | 2.14% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 8,445 | $2.3K | 2.14% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 14,328 | .4K | 1.36% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 6,289 | .4K | 1.35% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 3,600 | .2K | 1.12% |
| TARGET CORP | DYH | Consumer Defensive | 5,387 | .1K | 1.08% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 13,280 | $793.0 | 0.75% |
| SOUTHERN CO | SO | Utilities | 9,252 | $671.0 | 0.63% |
| CITIGROUP INC | C | Financial Services | 11,467 | $612.0 | 0.58% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 1,400 | $486.0 | 0.46% |
| COCA COLA CO | KO | Consumer Defensive | 6,392 | $396.0 | 0.37% |