Fund Holdings

Clarity Asset Management, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR SER TR
ST STR P500ETF
8,569289,817+281,248687,40122,182,62011.23%+21,495,219
VANGUARD BD INDEX FDS0136,446+136,446010,530,9155.33%+10,530,915
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,18837,266+36,078300,3958,855,0394.48%+8,554,644
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
0296,946+296,94608,085,8444.09%+8,085,844
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
899142,969+142,07044,8507,545,8883.82%+7,501,038
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
0186,548+186,54807,364,9033.73%+7,364,903
CAPITAL GRP FIXED INCM ETF T
CORE BOND ETF
0264,049+264,04906,933,9223.51%+6,933,922
AMERICAN CENTY ETF TR059,798+59,79806,280,5753.18%+6,280,575
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
0111,951+111,95105,662,4622.87%+5,662,462
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
1,35797,491+96,13468,6334,934,0342.50%+4,865,401
FRANKLIN TEMPLETON HOLDINGS(FGDL)83048,591+47,76147,8083,020,9021.53%+2,973,094
LISTED FD TR
HORI KI INFL ETF
38050,440+50,06016,8892,625,8931.33%+2,609,004
ISHARES TR
CORE DIV GRWTH
81432,488+31,67456,5232,280,0411.15%+2,223,518
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
068,393+68,39302,062,0491.04%+2,062,049
AMERICAN CENTY ETF TR040,629+40,62901,687,7470.85%+1,687,747
INVESCO EXCH TRADED FD TR II1,10729,738+28,63161,5091,630,8050.83%+1,569,296
EA SERIES TRUST
FREEDOM 100 EM
70126,027+25,32635,9171,422,3510.72%+1,386,434
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
038,420+38,42001,043,1120.53%+1,043,112
PUTNAM ETF TRUST2,12118,218+16,09796,663845,3240.43%+748,661
ISHARES TR
0-5 YR TIPS ETF
06,396+6,3960661,5380.33%+661,538
CASEYS GEN STORES INC(CASY)1,3711,937+566757,6241,409,8010.71%+652,177
FIDELITY COVINGTON TRUST014,578+14,5780528,7330.27%+528,733
DIMENSIONAL ETF TRUST
GLOBAL SUSTAINA
09,620+9,6200497,7130.25%+497,713
PACER FDS TR
US LRG CP CASH
014,556+14,5560491,1140.25%+491,114
INVESCO EXCH TRADED FD TR II7024,929+4,22783,724552,6060.28%+468,882
FIDELITY MERRIMACK STR TR09,254+9,2540398,2720.20%+398,272
WISDOMTREE TR(WT)09,663+9,6630383,5230.19%+383,523
FIDELITY COVINGTON TRUST07,595+7,5950380,6610.19%+380,661
DIMENSIONAL ETF TRUST
INTERNATIONAL
8718,910+8,03937,340377,7640.19%+340,424
VICTORY PORTFOLIOS II
CORE PLUS BD ETF
015,297+15,2970333,1690.17%+333,169
FIDELITY COVINGTON TRUST05,933+5,9330327,7660.17%+327,766
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
3,64311,756+8,113146,577451,6830.23%+305,106
FIDELITY MERRIMACK STR TR06,109+6,1090300,2760.15%+300,276
FIDELITY COVINGTON TRUST07,523+7,5230261,8720.13%+261,872
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
05,049+5,0490207,4510.11%+207,451
WISDOMTREE TR(WT)03,877+3,8770207,1480.10%+207,148
CAPITAL GRP FIXED INCM ETF T
MUN HIGH ETF
8288,414+7,58621,096213,0310.11%+191,935
FIDELITY MERRIMACK STR TR03,747+3,7470188,3670.10%+188,367
DIMENSIONAL ETF TRUST
GLOB CO PLUS ETF
03,235+3,2350174,6580.09%+174,658
STRATEGY SHS
EVEN HIGH DI ETF
05,446+5,4460157,9340.08%+157,934
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
02,980+2,9800151,2350.08%+151,235
MORGAN STANLEY ETF TRUST
EATO VA DURA ETF
02,806+2,8060142,9380.07%+142,938
ISHARES TR02,952+2,9520133,9290.07%+133,929
BNY MELLON ETF TRUST II
DYNAMIC VALUE
04,332+4,3320128,4870.07%+128,487
FIDELITY COVINGTON TRUST
FUND EM MKTS ETF
03,629+3,6290128,3000.06%+128,300
AMERICAN CENTY ETF TR1981,207+1,00918,608120,5060.06%+101,898
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
60,42762,241+1,8143,078,1483,173,0541.61%+94,906
AMERICAN CENTY ETF TR01,399+1,399093,1290.05%+93,129
FIDELITY COVINGTON TRUST
ENH MID COR ETF
02,507+2,507090,1550.05%+90,155
FIDELITY COVINGTON TRUST
FUN LAR VAL ETF
02,922+2,922072,9050.04%+72,905
ISHARES TR3871,199+81234,638106,0780.05%+71,440
ISHARES TR
USD GRN BOND ETF
1,5262,809+1,28373,172133,3390.07%+60,167
CHEVRON CORP NEW(CVX)1,0801,009-71164,603208,7620.11%+44,159
SPDR SER TR
ST PORT HIGH ETF
01,887+1,887043,9990.02%+43,999
ISHARES GOLD TR(IAU)0402+402035,4400.02%+35,440
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0827+827035,1810.02%+35,181
DEERE CO(DE)3503500162,744196,9690.10%+34,225
PENTAIR PLC(PNR)0342+342029,7920.02%+29,792
MGE ENERGY INC(MGEE)0385+385029,7570.02%+29,757
FIDELITY COVINGTON TRUST0589+589028,1900.01%+28,190
AMES NATL CORP5,0785,124+46116,581144,5860.07%+28,005
AB ACTIVE ETFS INC
DISRUPTORS ETF
0247+247026,8140.01%+26,814
EXXON MOBIL CORP453456+354,53277,4020.04%+22,870
TAIWAN SEMICONDUCTOR MFG LTD(TSM)065+65021,9670.01%+21,967
SCHWAB STRATEGIC TR0814+814021,6610.01%+21,661
ISHARES TR5489+3536,81858,1320.03%+21,314
GE VERNOVA INC(GEV)8484054,92373,4060.04%+18,483
GARMIN LTD(GRMN)598601+3121,386139,3820.07%+17,996
VANGUARD INDEX FDS111162+5132,28546,4830.02%+14,198
MICRON TECHNOLOGY INC(MU)040+40013,5140.01%+13,514
WALMART INC(WMT)1,8151,725-90202,207214,3560.11%+12,149
ISHARES TR0172+172011,0680.01%+11,068
ALLIANT ENERGY CORP(LNT)1,4141,425+1191,954102,2670.05%+10,313
ISHARES TR0109+109010,1410.01%+10,141
JOHNSON JOHNSON(JNJ)1,1491,013-136237,784247,6580.13%+9,874
ISHARES TR2,2412,244+3316,335324,7890.16%+8,454
KENVUE INC(KVUE)1,2491,695+44621,54329,2140.01%+7,671
VANECK ETF TRUST
EMERGING MRKT HI
0319+31906,2870.00%+6,287
KIMBERLY CLARK CORP(KMB)227302+7522,91629,1300.01%+6,214
ISHARES TR0122+12206,0190.00%+6,019
COLGATE PALMOLIVE CO(CL)644667+2350,86956,8640.03%+5,995
FIDELITY COVINGTON TRUST0186+18605,9500.00%+5,950
ISHARES TR
INTERNATIONAL SL
0140+14005,8510.00%+5,851
MIDDLESEX WTR CO(MSEX)483580+9724,36530,2120.02%+5,847
HORMEL FOODS CORP(HRL)1,0261,313+28724,31029,7470.02%+5,437
PRINCIPAL FINANCIAL GROUP IN(PFG)2,1192,133+14186,946192,2160.10%+5,270
COCA COLA CO(KO)1,0451,029-1673,08678,2880.04%+5,202
STEPAN CO(SCL)544619+7525,75930,9130.02%+5,154
AMER STATES WTR CO840872+3260,88165,9770.03%+5,096
ENERGY TRANSFER L P(ET)1,6031,631+2826,43631,4840.02%+5,048
ISHARES TR
CORE INTL AGGR
0100+10005,0040.00%+5,004
CONOCOPHILLIPS(COP)120121+111,22115,9420.01%+4,721
AUTOMATIC DATA PROCESSING IN97146+4925,07729,6910.02%+4,614
COMMERCE BANCSHARES INC(CBSH)495614+11925,92130,2120.02%+4,291
VANGUARD STAR FDS2,5442,5440191,919196,1680.10%+4,249
CALIFORNIA WTR SVC GROUP(CWT)605672+6726,22930,4560.02%+4,227
TARGET CORP(TGT)416371-4540,71344,9280.02%+4,215
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
0121+12104,0780.00%+4,078
PROCTER AND GAMBLE CO(PG)487511+2469,78773,8310.04%+4,044
SJW GROUP(HTO)549527-2226,90730,9000.02%+3,993
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