CLARITY CAPITAL ADVISORS, LLC

Filed: 2/8/2024ACC: 0001172661-24-000599

📋 What this filing means

CLARITY CAPITAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $115.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$115.20M

Total AUM (reported)

1.82M

Total Shares

Allocation by class

US EQT ETF$9.86M8.6%

TOTAL STK MKT$8.62M7.5%

US CORE EQT MKT$7.43M6.5%

STRM INFPROIDX$6.22M5.4%

INTL EQT ETF$6.03M5.2%

SHORT TRM BOND$4.86M4.2%

VAN FTSE DEV MKT$4.60M4.0%

Portfolio Concentration

Top 3$25.92M22.5%

4–10$33.11M28.7%

11–25$32.67M28.4%

Rest$23.49M20.4%

Top 3 weight

22.5%

Top 10 weight

51.2%

Voting Authority Distribution

Total shares with voting rights: 1.82M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.82M

% of voting shares100.0%

Investment Discretion (by position count)

Sole74

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings74

Rows:

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares120.96K

TypeSH

Market value$9.86M

8.56%

Sole

0.00

Shared

0.00

None

120.96K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares36.35K

TypeSH

Market value$8.62M

7.49%

Sole

0.00

Shared

0.00

None

36.35K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares223.59K

TypeSH

Market value$7.43M

6.45%

Sole

0.00

Shared

0.00

None

223.59K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares131.01K

TypeSH

Market value$6.22M

5.40%

Sole

0.00

Shared

0.00

None

131.01K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares99.81K

TypeSH

Market value$6.03M

5.24%

Sole

0.00

Shared

0.00

None

99.81K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares63.08K

TypeSH

Market value$4.86M

4.22%

Sole

0.00

Shared

0.00

None

63.08K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares96.09K

TypeSH

Market value$4.60M

4.00%

Sole

0.00

Shared

0.00

None

96.09K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares138.74K

TypeSH

Market value$3.97M

3.45%

Sole

0.00

Shared

0.00

None

138.74K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares25.20K

TypeSH

Market value$3.77M

3.27%

Sole

0.00

Shared

0.00

None

25.20K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares47.92K

TypeSH

Market value$3.66M

3.18%

Sole

0.00

Shared

0.00

None

47.92K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares7.03K

TypeSH

Market value$3.07M

2.67%

Sole

0.00

Shared

0.00

None

7.03K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares8.44K

TypeSH

Market value$3.01M

2.61%

Sole

0.00

Shared

0.00

None

8.44K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares79.13K

TypeSH

Market value$2.95M

2.56%

Sole

0.00

Shared

0.00

None

79.13K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY ETF

Shares55.54K

TypeSH

Market value$2.88M

2.50%

Sole

0.00

Shared

0.00

None

55.54K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares8.58K

TypeSH

Market value$2.67M

2.32%

Sole

0.00

Shared

0.00

None

8.58K

APPLE INC

SOLE

COM

Shares12.76K

TypeSH

Market value$2.46M

2.13%

Sole

0.00

Shared

0.00

None

12.76K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares4.91K

TypeSH

Market value$2.34M

2.03%

Sole

0.00

Shared

0.00

None

4.91K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares4.72K

TypeSH

Market value$2.24M

1.95%

Sole

0.00

Shared

0.00

None

4.72K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares75.87K

TypeSH

Market value$2.22M

1.93%

Sole

0.00

Shared

0.00

None

75.87K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares36.86K

TypeSH

Market value$2.14M

1.85%

Sole

0.00

Shared

0.00

None

36.86K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares17.55K

TypeSH

Market value$1.55M

1.35%

Sole

0.00

Shared

0.00

None

17.55K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares18.16K

TypeSH

Market value$1.48M

1.28%

Sole

0.00

Shared

0.00

None

18.16K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares22.25K

TypeSH

Market value$1.25M

1.09%

Sole

0.00

Shared

0.00

None

22.25K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares50.62K

TypeSH

Market value$1.22M

1.06%

Sole

0.00

Shared

0.00

None

50.62K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares10.72K

TypeSH

Market value$1.20M

1.04%

Sole

0.00

Shared

0.00

None

10.72K

Issuer	Class	Shares	Type	Value / Portfolio %	None
AMERICAN CENTY ETF TRSOLE	US EQT ETF	120.96K	SH	$9.86M 8.56%	120.96K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	36.35K	SH	$8.62M 7.49%	36.35K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	223.59K	SH	$7.43M 6.45%	223.59K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	131.01K	SH	$6.22M 5.40%	131.01K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	99.81K	SH	$6.03M 5.24%	99.81K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	63.08K	SH	$4.86M 4.22%	63.08K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	96.09K	SH	$4.60M 4.00%	96.09K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	138.74K	SH	$3.97M 3.45%	138.74K
VANGUARD INDEX FDSSOLE	VALUE ETF	25.20K	SH	$3.77M 3.27%	25.20K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	47.92K	SH	$3.66M 3.18%	47.92K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	7.03K	SH	$3.07M 2.67%	7.03K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	8.44K	SH	$3.01M 2.61%	8.44K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	79.13K	SH	$2.95M 2.56%	79.13K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY ETF	55.54K	SH	$2.88M 2.50%	55.54K
VANGUARD INDEX FDSSOLE	GROWTH ETF	8.58K	SH	$2.67M 2.32%	8.58K
APPLE INCSOLE	COM	12.76K	SH	$2.46M 2.13%	12.76K
ISHARES TRSOLE	CORE S&P500 ETF	4.91K	SH	$2.34M 2.03%	4.91K
SPDR S&P 500 ETF TRSOLE	TR UNIT	4.72K	SH	$2.24M 1.95%	4.72K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	75.87K	SH	$2.22M 1.93%	75.87K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	36.86K	SH	$2.14M 1.85%	36.86K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	17.55K	SH	$1.55M 1.35%	17.55K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	18.16K	SH	$1.48M 1.28%	18.16K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	22.25K	SH	$1.25M 1.09%	22.25K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	50.62K	SH	$1.22M 1.06%	50.62K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	10.72K	SH	$1.20M 1.04%	10.72K

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