Total Clarity Wealth Management, Inc.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Total Clarity Wealth Management, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | SPLG | SPDR SERIES TRUST | 4.33% | 18.418 M $ | 240635 | 2019/12/31 | -583.806 K $ | -4.59 % |
| 2026/03/31 | BILS | SPDR SERIES TRUST | 2.26% | 9.620 M $ | 96743 | 2023/06/30 | 14.196 K $ | 0.22 % |
| 2026/03/31 | RWL | INVESCO EXCH TRADED FD TR II | 2.12% | 9.042 M $ | 78687 | 2024/12/31 | 31.274 K $ | 0.36 % |
| 2026/03/31 | RDVY | FIRST TR EXCHANGE TRADED FD | 1.95% | 8.319 M $ | 121836 | 2020/12/31 | -142.036 K $ | -1.71 % |
| 2026/03/31 | JAAA | JANUS DETROIT STR TR | 1.82% | 7.742 M $ | 153700 | 2024/12/31 | -41.159 K $ | -0.42 % |
| 2026/03/31 | USFR | WISDOMTREE TR | 1.62% | 6.896 M $ | 136982 | 2022/06/30 | 2.738 K $ | 0.04 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 1.57% | 6.686 M $ | 30778 | 2022/03/31 | 220.747 K $ | 2.58 % |
| 2026/03/31 | AAPL | APPLE INC | 1.57% | 6.670 M $ | 26284 | 2019/12/31 | -482.884 K $ | -6.65 % |
| 2026/03/31 | SPDW | SPDR INDEX SHS FDS | 1.56% | 6.645 M $ | 145554 | 2025/06/30 | 152.087 K $ | 2.79 % |
| 2026/03/31 | FNDF | SCHWAB STRATEGIC TR | 1.53% | 6.497 M $ | 132781 | 2023/06/30 | 427.710 K $ | 8.23 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.51% | 6.419 M $ | 36805 | 2019/12/31 | -447.796 K $ | -6.49 % |
| 2026/03/31 | SPYD | SPDR SERIES TRUST | 1.44% | 6.127 M $ | 134597 | 2025/06/30 | 402.729 K $ | 5.25 % |
| 2026/03/31 | CGGR | CAPITAL GROUP GROWTH ETF | 1.43% | 6.072 M $ | 151093 | 2023/09/30 | -607.635 K $ | -9.62 % |
| 2026/03/31 | IMFL | INVESCO EXCH TRD SLF IDX FD | 1.41% | 6.012 M $ | 190008 | 2024/12/31 | 337.292 K $ | 6.21 % |
| 2026/03/31 | QQQM | INVESCO EXCH TRADED FD TR II | 1.41% | 5.985 M $ | 25187 | 2024/12/31 | -384.320 K $ | -6.05 % |
| 2026/03/31 | VGLT | VANGUARD SCOTTSDALE FDS | 1.38% | 5.875 M $ | 106128 | 2023/03/31 | -6.582 K $ | -0.79 % |
| 2026/03/31 | XCEM | COLUMBIA ETF TR II | 1.33% | 5.677 M $ | 139114 | 2023/09/30 | 314.548 K $ | 6.39 % |
| 2026/03/31 | IWF | ISHARES TR | 1.28% | 5.454 M $ | 12790 | 2019/12/31 | -609.418 K $ | -9.91 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 1.25% | 5.310 M $ | 18465 | 2019/12/31 | -489.541 K $ | -8.13 % |
| 2026/03/31 | SPAB | SPDR SERIES TRUST | 1.17% | 5.000 M $ | 195159 | 2024/12/31 | -25.801 K $ | -0.50 % |
| 2026/03/31 | CGMU | CAPITAL GRP FIXED INCM ETF T | 1.15% | 4.877 M $ | 179646 | 2025/12/31 | -36.492 K $ | -0.84 % |
| 2026/03/31 | UCON | FIRST TR EXCHNG TRADED FD VI | 1.07% | 4.573 M $ | 184617 | 2023/09/30 | -72.888 K $ | -1.59 % |
| 2026/03/31 | DFAT | DIMENSIONAL ETF TRUST | 1.06% | 4.513 M $ | 72272 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VRIG | INVESCO ACTIVELY MANAGED EXC | 1.05% | 4.458 M $ | 178084 | 2023/09/30 | -10.981 K $ | -0.24 % |
| 2026/03/31 | GSY | INVESCO ACTIVELY MANAGED EXC | 1.04% | 4.415 M $ | 88081 | 2024/12/31 | -5.348 K $ | -0.26 % |
| 2026/03/31 | FDL | FIRST TR EXCHANGE-TRADED FD | 1.03% | 4.371 M $ | 86034 | 2019/12/31 | 482.833 K $ | 14.57 % |
| 2026/03/31 | GTO | INVESCO ACTIVELY MANAGED EXC | 0.99% | 4.204 M $ | 89765 | 2024/12/31 | -56.463 K $ | -1.24 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.97% | 4.127 M $ | 6347 | 2019/12/31 | -203.406 K $ | -4.63 % |
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 0.96% | 4.067 M $ | 104647 | 2023/12/31 | -74.570 K $ | -1.84 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.93% | 3.946 M $ | 10659 | 2019/12/31 | -1.230 M $ | -23.46 % |
| 2026/03/31 | PKW | INVESCO EXCHANGE TRADED FD T | 0.91% | 3.881 M $ | 29573 | 2025/12/31 | -7.094 K $ | -2.29 % |
| 2026/03/31 | CGSM | CAPITAL GRP FIXED INCM ETF T | 0.87% | 3.691 M $ | 140438 | 2025/12/31 | -7.236 K $ | -0.23 % |
| 2026/03/31 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.84% | 3.591 M $ | 5 | 2024/03/31 | -183.300 K $ | -4.86 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.82% | 3.488 M $ | 11858 | 2019/12/31 | -328.217 K $ | -8.71 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.77% | 3.258 M $ | 15644 | 2019/12/31 | -344.992 K $ | -9.77 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.77% | 3.258 M $ | 6799 | 2019/12/31 | -162.719 K $ | -4.67 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.76% | 3.234 M $ | 4565 | 2020/12/31 | 594.290 K $ | 23.67 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.76% | 3.233 M $ | 7513 | 2019/12/31 | 266.403 K $ | 8.57 % |
| 2026/03/31 | IVV | ISHARES TR | 0.74% | 3.163 M $ | 4843 | 2019/12/31 | -153.128 K $ | -4.63 % |
| 2026/03/31 | CGMS | CAPITAL GRP FIXED INCM ETF T | 0.71% | 3.022 M $ | 110996 | 2023/09/30 | -43.098 K $ | -1.41 % |
| 2026/03/31 | JMEE | J P MORGAN EXCHANGE TRADED F | 0.70% | 2.978 M $ | 44604 | 2024/12/31 | 86.991 K $ | 3.71 % |
| 2026/03/31 | WMT | WALMART INC | 0.67% | 2.870 M $ | 23095 | 2019/12/31 | 300.475 K $ | 11.55 % |
| 2026/03/31 | ICLO | INVESCO ACTIVELY MANAGED EXC | 0.67% | 2.833 M $ | 111054 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 0.65% | 2.784 M $ | 65449 | 2023/03/31 | -73.308 K $ | -2.52 % |
| 2026/03/31 | SPYV | SPDR SERIES TRUST | 0.61% | 2.585 M $ | 45692 | 2023/06/30 | -10.851 K $ | -0.40 % |
| 2026/03/31 | DES | WISDOMTREE TR | 0.60% | 2.560 M $ | 71231 | 2025/12/31 | 86.766 K $ | 7.44 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.59% | 2.508 M $ | 7817 | 2020/12/31 | -110.127 K $ | -4.31 % |
| 2026/03/31 | SPMD | SPDR SERIES TRUST | 0.58% | 2.488 M $ | 42014 | 2024/12/31 | 72.014 K $ | 2.26 % |
| 2026/03/31 | FLMI | FRANKLIN TEMPLETON ETF TR | 0.58% | 2.484 M $ | 100206 | 2025/12/31 | -6.672 K $ | -0.32 % |
| 2026/03/31 | XMPT | VANECK ETF TRUST | 0.57% | 2.439 M $ | 113437 | 2025/12/31 | -35.794 K $ | -1.74 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.57% | 2.418 M $ | 4189 | 2019/12/31 | -158.582 K $ | -6.04 % |
| 2026/03/31 | MLN | VANECK ETF TRUST | 0.57% | 2.409 M $ | 138150 | 2025/12/31 | -10.542 K $ | -0.51 % |
| 2026/03/31 | TFLO | ISHARES TR | 0.55% | 2.337 M $ | 46158 | 2022/06/30 | 7.223 K $ | 0.34 % |
| 2026/03/31 | ANET | ARISTA NETWORKS INC | 0.50% | 2.130 M $ | 17345 | 2024/12/31 | -140.951 K $ | -6.30 % |
| 2026/03/31 | GWX | SPDR INDEX SHS FDS | 0.49% | 2.100 M $ | 49716 | 2024/12/31 | 85.076 K $ | 3.35 % |
| 2026/03/31 | ENB | ENBRIDGE INC | 0.49% | 2.078 M $ | 38384 | 2023/06/30 | 242.177 K $ | 13.19 % |
| 2026/03/31 | IWP | ISHARES TR | 0.48% | 2.043 M $ | 15942 | 2023/06/30 | -146.491 K $ | -6.44 % |
| 2026/03/31 | NFLT | ETFIS SER TR I | 0.48% | 2.028 M $ | 89127 | 2024/09/30 | -21.792 K $ | -1.26 % |
| 2026/03/31 | VRT | VERTIV HOLDINGS CO | 0.47% | 2.004 M $ | 7998 | 2024/09/30 | 1.065 M $ | 54.67 % |
| 2026/03/31 | MDIV | FIRST TR EXCHANGE TRADED FD | 0.45% | 1.907 M $ | 117910 | 2025/06/30 | 51.968 K $ | 2.86 % |
| 2026/03/31 | UPS | UNITED PARCEL SVCS INC | 0.43% | 1.851 M $ | 18817 | 2021/03/31 | -25.713 K $ | -0.82 % |
| 2026/03/31 | D | DOMINION ENERGY INC | 0.43% | 1.845 M $ | 29841 | 2024/06/30 | 95.233 K $ | 5.51 % |
| 2026/03/31 | JOET | VIRTUS ETF TR II | 0.43% | 1.829 M $ | 45698 | 2021/09/30 | -93.372 K $ | -4.69 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.43% | 1.822 M $ | 28434 | 2022/03/31 | 48.887 K $ | 2.58 % |
| 2026/03/31 | DFAX | DIMENSIONAL ETF TRUST | 0.43% | 1.810 M $ | 53278 | 2024/03/31 | 64.415 K $ | 3.79 % |
| 2026/03/31 | JBBB | JANUS DETROIT STR TR | 0.42% | 1.793 M $ | 38479 | 2025/06/30 | -45.874 K $ | -2.29 % |
| 2026/03/31 | ANGL | VANECK ETF TRUST | 0.41% | 1.763 M $ | 61369 | 2024/12/31 | -41.371 K $ | -2.21 % |
| 2026/03/31 | INTC | INTEL CORP | 0.41% | 1.731 M $ | 39233 | 2019/12/31 | 364.066 K $ | 19.59 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.39% | 1.643 M $ | 7942 | 2021/03/31 | 416.412 K $ | 35.75 % |
| 2026/03/31 | AIRR | FIRST TR EXCHANGE TRADED FD | 0.38% | 1.610 M $ | 14531 | 2023/03/31 | 183.623 K $ | 12.67 % |
| 2026/03/31 | AVEM | AMERICAN CENTY ETF TR | 0.37% | 1.579 M $ | 19600 | 2025/12/31 | 38.964 K $ | 4.62 % |
| 2026/03/31 | SPHQ | INVESCO EXCHANGE TRADED FD T | 0.36% | 1.526 M $ | 20294 | 2024/03/31 | 1.933 K $ | 0.19 % |
| 2026/03/31 | OKE | ONEOK INC NEW | 0.35% | 1.502 M $ | 16620 | 2021/09/30 | 279.951 K $ | 22.98 % |
| 2026/03/31 | TSLA | TESLA INC | 0.35% | 1.489 M $ | 4005 | 2020/12/31 | -334.803 K $ | -17.34 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.35% | 1.483 M $ | 6818 | 2019/12/31 | -73.249 K $ | -4.81 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.34% | 1.442 M $ | 10847 | 2021/03/31 | -119.600 K $ | -7.69 % |
| 2026/03/31 | QUAL | ISHARES TR | 0.33% | 1.424 M $ | 7424 | 2023/12/31 | -65.873 K $ | -3.43 % |
| 2026/03/31 | CB | CHUBB LTD SWITZ | 0.33% | 1.422 M $ | 4363 | 2024/06/30 | 58.651 K $ | 4.42 % |
| 2026/03/31 | IEFA | ISHARES TR | 0.33% | 1.417 M $ | 15652 | 2024/03/31 | 8.073 K $ | 1.20 % |
| 2026/03/31 | IAU | ISHARES GOLD TR | 0.31% | 1.303 M $ | 14780 | 2024/12/31 | 108.624 K $ | 8.61 % |
| 2026/03/31 | VONV | VANGUARD SCOTTSDALE FDS | 0.30% | 1.273 M $ | 13579 | 2025/09/30 | 10.445 K $ | 1.56 % |
| 2026/03/31 | AVDV | AMERICAN CENTY ETF TR | 0.29% | 1.233 M $ | 12346 | 2025/12/31 | 27.317 K $ | 6.27 % |
| 2026/03/31 | IUSG | ISHARES TR | 0.29% | 1.233 M $ | 7947 | 2025/12/31 | -48.227 K $ | -7.64 % |
| 2026/03/31 | LONZ | PIMCO ETF TR | 0.29% | 1.229 M $ | 24885 | 2024/12/31 | -20.473 K $ | -1.79 % |
| 2026/03/31 | JPST | J P MORGAN EXCHANGE TRADED F | 0.29% | 1.220 M $ | 24110 | 2019/12/31 | 397.000 $ | 0.04 % |
| 2026/03/31 | SHOP | SHOPIFY INC | 0.28% | 1.198 M $ | 10098 | 2023/12/31 | -209.124 K $ | -26.31 % |
| 2026/03/31 | NOBL | PROSHARES TR | 0.28% | 1.179 M $ | 11124 | 2019/12/31 | 20.529 K $ | 1.86 % |
| 2026/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.27% | 1.171 M $ | 23318 | 2019/12/31 | 639.613 K $ | 23.25 % |
| 2026/03/31 | PRU | PRUDENTIAL FINL INC | 0.27% | 1.166 M $ | 11934 | 2025/09/30 | -173.621 K $ | -13.46 % |
| 2026/03/31 | GOVI | INVESCO EXCH TRADED FD TR II | 0.27% | 1.156 M $ | 42380 | 2024/12/31 | -38.675 K $ | -0.98 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.27% | 1.134 M $ | 3222 | 2019/12/31 | 208.369 K $ | 7.50 % |
| 2026/03/31 | COWZ | PACER FDS TR | 0.26% | 1.126 M $ | 18002 | 2021/09/30 | 42.702 K $ | 3.97 % |
| 2026/03/31 | LIN | LINDE PLC | 0.26% | 1.126 M $ | 2271 | 2023/03/31 | 155.111 K $ | 16.27 % |
| 2026/03/31 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 0.26% | 1.126 M $ | 33733 | 2023/06/30 | -58.051 K $ | -3.69 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.26% | 1.107 M $ | 6522 | 2021/03/31 | 317.818 K $ | 40.98 % |
| 2026/03/31 | TUSI | TOUCHSTONE ETF TRUST | 0.26% | 1.103 M $ | 43569 | 2025/12/31 | -874.000 $ | -0.08 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.25% | 1.085 M $ | 3210 | 2025/06/30 | 43.869 K $ | 11.21 % |
| 2026/03/31 | ALL | ALLSTATE CORP | 0.25% | 1.072 M $ | 5169 | 2021/09/30 | -4.125 K $ | -0.39 % |
| 2026/03/31 | SCHG | SCHWAB STRATEGIC TR | 0.25% | 1.060 M $ | 36391 | 2025/06/30 | -109.236 K $ | -10.70 % |
| 2026/03/31 | LVHI | LEGG MASON ETF INVT | 0.25% | 1.051 M $ | 25934 | 2023/12/31 | 49.118 K $ | 10.10 % |