Instuitional Investor - Clarity Retirement & Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Clarity Retirement & Wealth, Llc |
| Portfolio Value | $113,611,513 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Covington Trust | 362,096 | $19,857,350 | 17.48% | |
| 2. | Capital Group Dividend Value | 349,717 | $15,261,653 | 13.43% | |
| 3. | Spdr Series Trust | 149,175 | $11,966,784 | 10.53% | |
| 4. | Fidelity Covington Trust | 292,892 | $10,713,991 | 9.43% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 222,175 | $10,228,942 | 9% |