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Home > Institutional Investor > Clarus Wealth Advisors > Profile

Instuitional Investor - Clarus Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Clarus Wealth Advisors
Portfolio Value $187,035,734
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 32,221 $17,677,130 9.45%
2.
Vanguard Bond Index Funds
 BND 180,218 $13,098,229 7%
3.
Vanguard World Fd
 32,531 $9,991,516 5.34%
4.
Ishares Tr - FLTG RATE NT ETF
 185,946 $9,416,305 5.03%
5.
Pacer Fds Tr
 158,456 $8,108,194 4.34%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)