CLARIS ADVISORS, LLC / MO /
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in CLARIS ADVISORS, LLC / MO /
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 19.21% | 64.175 M $ | 1651450 | 2021/12/31 | -1.203 M $ | -1.84 % |
| 2026/03/31 | BSVO | EA SERIES TRUST | 9.28% | 31.023 M $ | 1222832 | 2023/03/31 | 2.529 M $ | 8.88 % |
| 2026/03/31 | DFUS | DIMENSIONAL ETF TRUST | 6.55% | 21.872 M $ | 308441 | 2021/12/31 | -948.001 K $ | -4.40 % |
| 2026/03/31 | DFAU | DIMENSIONAL ETF TRUST | 5.85% | 19.536 M $ | 432980 | 2022/12/31 | -729.464 K $ | -3.59 % |
| 2026/03/31 | DFUV | DIMENSIONAL ETF TRUST | 5.71% | 19.095 M $ | 394038 | 2022/06/30 | 747.594 K $ | 4.01 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETF TRUST | 5.66% | 18.909 M $ | 358252 | 2021/12/31 | 1.061 M $ | 5.77 % |
| 2026/03/31 | AVUV | AMERICAN CENTY ETF TR | 4.93% | 16.481 M $ | 149187 | 2024/09/30 | 1.306 M $ | 8.33 % |
| 2026/03/31 | DFAX | DIMENSIONAL ETF TRUST | 4.35% | 14.522 M $ | 427506 | 2021/12/31 | 545.805 K $ | 3.79 % |
| 2026/03/31 | DUHP | DIMENSIONAL ETF TRUST | 3.62% | 12.106 M $ | 329334 | 2022/12/31 | -409.197 K $ | -3.34 % |
| 2026/03/31 | DFAI | DIMENSIONAL ETF TRUST | 3.45% | 11.540 M $ | 296202 | 2021/12/31 | 250.295 K $ | 2.23 % |
| 2026/03/31 | DIHP | DIMENSIONAL ETF TRUST | 2.79% | 9.322 M $ | 289317 | 2022/12/31 | 152.857 K $ | 1.74 % |
| 2026/03/31 | DFAE | DIMENSIONAL ETF TRUST | 2.59% | 8.660 M $ | 255752 | 2021/12/31 | 324.828 K $ | 3.96 % |
| 2026/03/31 | DISV | DIMENSIONAL ETF TRUST | 2.39% | 7.970 M $ | 202069 | 2022/12/31 | 307.307 K $ | 3.79 % |
| 2026/03/31 | DFAS | DIMENSIONAL ETF TRUST | 2.25% | 7.524 M $ | 105784 | 2021/12/31 | 155.062 K $ | 2.10 % |
| 2026/03/31 | ITOT | ISHARES TR | 2.12% | 7.071 M $ | 49645 | 2023/03/31 | -308.311 K $ | -4.21 % |
| 2026/03/31 | AVDV | AMERICAN CENTY ETF TR | 1.99% | 6.662 M $ | 66708 | 2023/12/31 | 390.613 K $ | 6.27 % |
| 2026/03/31 | DFAT | DIMENSIONAL ETF TRUST | 1.76% | 5.889 M $ | 94298 | 2021/12/31 | 272.693 K $ | 4.89 % |
| 2026/03/31 | DFEM | DIMENSIONAL ETF TRUST | 1.67% | 5.566 M $ | 161113 | 2022/12/31 | 227.184 K $ | 4.44 % |
| 2026/03/31 | VGIT | VANGUARD SCOTTSDALE FDS | 1.61% | 5.387 M $ | 90462 | 2023/12/31 | -31.872 K $ | -0.63 % |
| 2026/03/31 | DFSD | DIMENSIONAL ETF TRUST | 1.35% | 4.514 M $ | 94287 | 2023/12/31 | -6.024 K $ | -0.15 % |
| 2026/03/31 | IDEV | ISHARES TR | 1.05% | 3.503 M $ | 41915 | 2023/09/30 | 44.782 K $ | 1.32 % |
| 2026/03/31 | DFGR | DIMENSIONAL ETF TRUST | 0.95% | 3.168 M $ | 119174 | 2023/12/31 | 15.662 K $ | 0.61 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.64% | 2.138 M $ | 5775 | 2021/12/31 | -758.413 K $ | -23.46 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.59% | 1.982 M $ | 2798 | 2021/12/31 | 379.380 K $ | 23.67 % |
| 2026/03/31 | VLUE | ISHARES TR | 0.55% | 1.824 M $ | 12827 | 2025/06/30 | 69.877 K $ | 3.99 % |
| 2026/03/31 | AAPL | APPLE INC | 0.48% | 1.591 M $ | 6270 | 2021/12/31 | -114.509 K $ | -6.65 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.47% | 1.582 M $ | 7594 | 2021/12/31 | -172.868 K $ | -9.77 % |
| 2026/03/31 | VTIP | VANGUARD MALVERN FDS | 0.35% | 1.164 M $ | 23295 | 2024/06/30 | 10.680 K $ | 0.99 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.33% | 1.093 M $ | 3406 | 2021/12/31 | -49.192 K $ | -4.31 % |
| 2026/03/31 | DFNM | DIMENSIONAL ETF TRUST | 0.33% | 1.088 M $ | 22705 | 2024/06/30 | -4.423 K $ | -0.50 % |
| 2026/03/31 | AVSC | AMERICAN CENTY ETF TR | 0.31% | 1.033 M $ | 16580 | 2025/06/30 | 59.024 K $ | 6.06 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.30% | 1.017 M $ | 1777 | 2021/12/31 | -174.600 K $ | -13.33 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.29% | 975.404 K $ | 3392 | 2024/03/31 | -87.488 K $ | -8.13 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.21% | 687.790 K $ | 4054 | 2021/12/31 | 199.844 K $ | 40.99 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.21% | 685.587 K $ | 2085 | 2024/09/30 | -31.788 K $ | -4.42 % |
| 2026/03/31 | BA | BOEING CO | 0.19% | 631.721 K $ | 3174 | 2021/12/31 | -57.417 K $ | -8.33 % |
| 2026/03/31 | DFSV | DIMENSIONAL ETF TRUST | 0.18% | 604.650 K $ | 17256 | 2025/06/30 | 36.171 K $ | 6.54 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.18% | 602.173 K $ | 3452 | 2024/03/31 | -43.862 K $ | -6.49 % |
| 2026/03/31 | EFV | ISHARES TR | 0.17% | 583.937 K $ | 7854 | 2022/12/31 | 23.090 K $ | 4.12 % |
| 2026/03/31 | WMT | WALMART INC | 0.17% | 580.884 K $ | 4674 | 2021/12/31 | 60.579 K $ | 11.55 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.17% | 565.634 K $ | 2314 | 2021/12/31 | 87.651 K $ | 18.12 % |
| 2026/03/31 | PFE | PFIZER INC | 0.16% | 529.982 K $ | 18874 | 2024/09/30 | 60.019 K $ | 12.77 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.16% | 528.233 K $ | 6808 | 2024/09/30 | 3.862 K $ | 0.73 % |
| 2026/03/31 | PCAR | PACCAR INC | 0.15% | 511.665 K $ | 4430 | 2021/12/31 | 26.535 K $ | 5.47 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.13% | 449.991 K $ | 1663 | 2023/06/30 | -98.981 K $ | -18.03 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.13% | 448.352 K $ | 2167 | 2021/12/31 | 120.204 K $ | 35.75 % |
| 2026/03/31 | EPD | ENTERPRISE PRODS PARTNERS L | 0.12% | 416.240 K $ | 11000 | 2024/09/30 | 63.580 K $ | 18.03 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.12% | 414.817 K $ | 451 | 2024/09/30 | -70.484 K $ | -14.41 % |
| 2026/03/31 | CBSH | COMMERCE BANCSHARES INC | 0.11% | 370.230 K $ | 7525 | 2025/06/30 | -23.628 K $ | -6.00 % |
| 2026/03/31 | VCSH | VANGUARD SCOTTSDALE FDS | 0.11% | 367.100 K $ | 4631 | 2021/12/31 | -2.130 K $ | -0.58 % |
| 2026/03/31 | AVUS | AMERICAN CENTY ETF TR | 0.11% | 366.443 K $ | 3296 | 2025/06/30 | -1.975 K $ | -0.54 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.10% | 325.487 K $ | 2096 | 2021/12/31 | 25.882 K $ | 8.20 % |
| 2026/03/31 | DFIC | DIMENSIONAL ETF TRUST | 0.10% | 324.041 K $ | 9120 | 2022/12/31 | 10.216 K $ | 3.11 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.10% | 319.609 K $ | 1087 | 2024/09/30 | -31.371 K $ | -8.71 % |
| 2026/03/31 | SCHB | SCHWAB STRATEGIC TR | 0.09% | 298.313 K $ | 11885 | 2023/12/31 | -13.392 K $ | -4.31 % |
| 2026/03/31 | EMR | EMERSON ELEC CO | 0.09% | 287.196 K $ | 2192 | 2023/09/30 | -3.767 K $ | -1.28 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 0.09% | 285.684 K $ | 1315 | 2023/09/30 | 7.179 K $ | 2.58 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.08% | 281.769 K $ | 588 | 2021/12/31 | -13.788 K $ | -4.67 % |
| 2026/03/31 | GD | GENERAL DYNAMICS CORP | 0.07% | 248.148 K $ | 723 | 2025/06/30 | 4.808 K $ | 1.95 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.07% | 241.893 K $ | 716 | 2025/12/31 | 37.539 K $ | 18.37 % |
| 2026/03/31 | AVEM | AMERICAN CENTY ETF TR | 0.07% | 231.002 K $ | 2867 | 2025/06/30 | 10.199 K $ | 4.62 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.07% | 228.829 K $ | 2374 | 2025/06/30 | -41.283 K $ | -15.28 % |
| 2026/03/31 | SCZ | ISHARES TR | 0.07% | 226.578 K $ | 2890 | 2025/06/30 | 2.543 K $ | 1.14 % |
| 2026/03/31 | AMAT | APPLIED MATLS INC | 0.07% | 225.923 K $ | 661 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CI | THE CIGNA GROUP | 0.07% | 225.137 K $ | 844 | 2022/03/31 | -7.157 K $ | -3.08 % |
| 2026/03/31 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 0.07% | 220.561 K $ | 563 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | KO | COCA COLA CO | 0.07% | 219.103 K $ | 2881 | 2024/09/30 | 17.689 K $ | 8.78 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.06% | 213.312 K $ | 328 | 2025/06/30 | -10.358 K $ | -4.63 % |
| 2026/03/31 | DFAR | DIMENSIONAL ETF TRUST | 0.06% | 206.062 K $ | 8713 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.06% | 204.578 K $ | 1043 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 0.00% | 0.000 $ | 0 | 2024/03/31 | 0.000 $ | 0.00 % |