Chief Compliance Officer

0001606587-20-001271.txt : 20201117 0001606587-20-001271.hdr.sgml : 20201117 20201117093740 ACCESSION NUMBER: 0001606587-20-001271 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201117 DATE AS OF CHANGE: 20201117 EFFECTIVENESS DATE: 20201117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Total Clarity Wealth Management, Inc. CENTRAL INDEX KEY: 0001804909 IRS NUMBER: 205303069 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20188 FILM NUMBER: 201319507 BUSINESS ADDRESS: STREET 1: 525 TYLER ROAD STREET 2: SUITE T CITY: ST. CHARLES STATE: IL ZIP: 60174 BUSINESS PHONE: 630-762-9352 MAIL ADDRESS: STREET 1: 525 TYLER ROAD STREET 2: SUITE T CITY: ST. CHARLES STATE: IL ZIP: 60174 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001804909 XXXXXXXX 09-30-2020 09-30-2020 false Total Clarity Wealth Management, Inc.

525 Tyler Road Suite T St. Charles IL 60174

13F HOLDINGS REPORT 028-20188 N Jeanne M. Tackett Chief Compliance Officer 630-762-9352 Jeanne M. Tackett St. Charles IL 11-16-2020 0 125 114598 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 716 6583 SH SOLE None 0 0 6583 ABBVIE INC COM 00287Y109 507 5790 SH SOLE None 0 0 5790 AFLAC INC COM 001055102 264 7260 SH SOLE None 0 0 7260 ALCON AG ORD SHS H01301128 340 5962 SH SOLE None 0 0 5962 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 291 990 SH SOLE None 0 0 990 ALPHABET INC CAP STK CL A 02079K305 978 667 SH SOLE None 0 0 667 AMAZON COM INC COM 023135106 1253 398 SH SOLE None 0 0 398 AMERICAN TOWER CORP NEW COM 03027X100 1414 5850 SH SOLE None 0 0 5850 AMGEN INC COM 031162100 887 3490 SH SOLE None 0 0 3490 AMPLIFY ETF TR ONLIN RETL ETF 032108102 342 3874 SH SOLE None 0 0 3874 APPIAN CORP CL A 03782L101 430 6645 SH SOLE None 0 0 6645 APPLE INC COM 037833100 2930 25295 SH SOLE None 0 0 25295 APTOSE BIOSCIENCES INC COM NEW 03835T200 74 12330 SH SOLE None 0 0 12330 AT&T INC COM 00206R102 711 24929 SH SOLE None 0 0 24929 ATLASSIAN CORP PLC CL A G06242104 205 1126 SH SOLE None 0 0 1126 AURINIA PHARMACEUTICALS INC COM 05156V102 153 10388 SH SOLE None 0 0 10388 BANK NOVA SCOTIA B C COM 064149107 456 10990 SH SOLE None 0 0 10990 BAXTER INTL INC COM 071813109 324 4027 SH SOLE None 0 0 4027 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 549 2580 SH SOLE None 0 0 2580 BLACKLINE INC COM 09239B109 383 4270 SH SOLE None 0 0 4270 BRISTOL-MYERS SQUIBB CO COM 110122108 2668 44248 SH SOLE None 0 0 44248 CAL MAINE FOODS INC COM NEW 128030202 295 7700 SH SOLE None 0 0 7700 CERNER CORP COM 156782104 831 11495 SH SOLE None 0 0 11495 CISCO SYS INC COM 17275R102 1256 31889 SH SOLE None 0 0 31889 CLOROX CO DEL COM 189054109 414 1970 SH SOLE None 0 0 1970 CME GROUP INC COM 12572Q105 226 1352 SH SOLE None 0 0 1352 CONOCOPHILLIPS COM 20825C104 222 6768 SH SOLE None 0 0 6768 CVS HEALTH CORP COM 126650100 486 8326 SH SOLE None 0 0 8326 DIAGEO PLC SPON ADR NEW 25243Q205 250 1815 SH SOLE None 0 0 1815 DOLLAR GEN CORP NEW COM 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0 0 4333 GATX CORP COM 361448103 378 5932 SH SOLE None 0 0 5932 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 478 17159 SH SOLE None 0 0 17159 GUARDANT HEALTH INC COM 40131M109 507 4540 SH SOLE None 0 0 4540 HENNESSY CAP ACQUSTION CORP CL A COM 42589C104 561 50400 SH SOLE None 0 0 50400 HOME DEPOT INC COM 437076102 212 763 SH SOLE None 0 0 763 INGREDION INC COM 457187102 294 3878 SH SOLE None 0 0 3878 INTEL CORP COM 458140100 745 14395 SH SOLE None 0 0 14395 INTERNATIONAL PAPER CO COM 460146103 1333 32870 SH SOLE None 0 0 32870 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 306 6055 SH SOLE None 0 0 6055 INVESCO QQQ TR UNIT SER 1 46090E103 1526 5492 SH SOLE None 0 0 5492 ISHARES TR MRNGSTR LG-CP GR 464287119 493 1845 SH SOLE None 0 0 1845 ISHARES TR CORE S&P500 ETF 464287200 1115 3319 SH SOLE None 0 0 3319 ISHARES TR CORE US AGGBD ET 464287226 650 5503 SH SOLE None 0 0 5503 ISHARES TR IBOXX INV CP ETF 464287242 8493 63047 SH SOLE None 0 0 63047 ISHARES TR BARCLAYS 7 10 YR 464287440 761 6250 SH SOLE None 0 0 6250 ISHARES TR EXPANDED TECH 464287515 1003 3223 SH SOLE None 0 0 3223 ISHARES TR RUS 1000 GRW ETF 464287614 5450 25128 SH SOLE None 0 0 25128 ISHARES TR RUS 1000 ETF 464287622 316 1687 SH SOLE None 0 0 1687 ISHARES TR RUSSELL 2000 ETF 464287655 240 1604 SH SOLE None 0 0 1604 ISHARES TR AGENCY BOND ETF 464288166 2234 18451 SH SOLE None 0 0 18451 ISHARES TR GL CLEAN ENE ETF 464288224 665 35956 SH SOLE None 0 0 35956 ISHARES TR MSCI ACWI ETF 464288257 363 4540 SH SOLE None 0 0 4540 ISHARES TR 3 7 YR TREAS BD 464288661 734 5492 SH SOLE None 0 0 5492 ISHARES TR U.S. MED DVC ETF 464288810 453 1512 SH SOLE None 0 0 1512 ISHARES TR RUS TP200 GR ETF 464289438 291 2400 SH SOLE None 0 0 2400 ISHARES TR MSCI USA QLT FCT 46432F339 3026 29172 SH SOLE None 0 0 29172 ISHARES TR 0-5YR INVT GR CP 46434V100 280 5365 SH SOLE None 0 0 5365 ISHARES TR CORE INTL AGGR 46435G672 686 12327 SH SOLE None 0 0 12327 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 1645 32393 SH SOLE None 0 0 32393 JOHNSON & JOHNSON COM 478160104 1738 11672 SH SOLE None 0 0 11672 JPMORGAN CHASE & CO COM 46625H100 927 9631 SH SOLE None 0 0 9631 KIMBERLY CLARK CORP COM 494368103 466 3158 SH SOLE None 0 0 3158 KIRKLAND LAKE GOLD LTD COM 49741E100 562 11525 SH SOLE None 0 0 11525 LADDER CAP CORP CL A 505743104 483 67879 SH SOLE None 0 0 67879 M D C HLDGS INC COM 552676108 207 4394 SH SOLE None 0 0 4394 MACKINAC FINL CORP COM 554571109 128 13300 SH SOLE None 0 0 13300 MASTERCARD INCORPORATED CL A 57636Q104 771 2280 SH SOLE None 0 0 2280 MCDONALDS CORP COM 580135101 469 2134 SH SOLE None 0 0 2134 MEDTRONIC PLC SHS G5960L103 248 2390 SH SOLE None 0 0 2390 MERCK & CO. INC COM 58933Y105 1301 15690 SH SOLE None 0 0 15690 MICROSOFT CORP COM 594918104 2865 13621 SH SOLE None 0 0 13621 NEUROCRINE BIOSCIENCES INC COM 64125C109 309 3210 SH SOLE None 0 0 3210 NEXTERA ENERGY INC COM 65339F101 207 745 SH SOLE None 0 0 745 NOVARTIS AG SPONSORED ADR 66987V109 799 9193 SH SOLE None 0 0 9193 NOVOCURE LTD ORD SHS G6674U108 1160 10420 SH SOLE None 0 0 10420 NVIDIA CORPORATION COM 67066G104 505 932 SH SOLE None 0 0 932 NXP SEMICONDUCTORS N V COM N6596X109 488 3912 SH SOLE None 0 0 3912 OLD REP INTL CORP COM 680223104 288 19516 SH SOLE None 0 0 19516 PETMED EXPRESS INC COM 716382106 1619 51196 SH SOLE None 0 0 51196 PFIZER INC COM 717081103 633 17241 SH SOLE None 0 0 17241 PIMCO ETF TR ACTIVE BD ETF 72201R775 465 4135 SH SOLE None 0 0 4135 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 331 3248 SH SOLE None 0 0 3248 PROCTER AND GAMBLE CO COM 742718109 222 1597 SH SOLE None 0 0 1597 PROSHARES TR RUSS 2000 DIVD 74347B698 228 4839 SH SOLE None 0 0 4839 PROSHARES TR S&P 500 DV ARIST 74348A467 3342 46314 SH SOLE None 0 0 46314 REPLIGEN CORP COM 759916109 491 3330 SH SOLE None 0 0 3330 ROYAL BK CDA COM 780087102 299 4270 SH SOLE None 0 0 4270 SAP SE SPON ADR 803054204 234 1500 SH SOLE None 0 0 1500 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 557 5277 SH SOLE None 0 0 5277 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 522 3553 SH SOLE None 0 0 3553 SOLAREDGE TECHNOLOGIES INC COM 83417M104 459 1925 SH SOLE None 0 0 1925 SPDR GOLD TR GOLD SHS 78463V107 643 3632 SH SOLE None 0 0 3632 SPDR S&P 500 ETF TR TR UNIT 78462F103 2029 6058 SH SOLE None 0 0 6058 SPDR SER TR PORTFOLIO INTRMD 78464A375 761 20715 SH SOLE None 0 0 20715 SPDR SER TR PORTFOLIO SHORT 78464A474 969 30889 SH SOLE None 0 0 30889 SPDR SER TR S&P DIVID ETF 78464A763 216 2335 SH SOLE None 0 0 2335 SPDR SER TR PORTFOLIO S&P500 78464A854 273 6931 SH SOLE None 0 0 6931 SPROUT SOCIAL INC COM CL A 85209W109 758 19700 SH SOLE None 0 0 19700 SQUARE INC CL A 852234103 632 3890 SH SOLE None 0 0 3890 STARBUCKS CORP COM 855244109 1174 13664 SH SOLE None 0 0 13664 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 221 2730 SH SOLE None 0 0 2730 THERMO FISHER SCIENTIFIC INC COM 883556102 263 596 SH SOLE None 0 0 596 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 453 2174 SH SOLE None 0 0 2174 VANGUARD INDEX FDS MID CAP ETF 922908629 3521 19977 SH SOLE None 0 0 19977 VANGUARD INDEX FDS GROWTH ETF 922908736 802 3525 SH SOLE None 0 0 3525 VANGUARD INDEX FDS SMALL CP ETF 922908751 3315 21552 SH SOLE None 0 0 21552 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 329 5291 SH SOLE None 0 0 5291 VERIZON COMMUNICATIONS INC COM 92343V104 599 10070 SH SOLE None 0 0 10070 VISA INC COM CL A 92826C839 416 2080 SH SOLE None 0 0 2080 WALMART INC COM 931142103 483 3454 SH SOLE None 0 0 3454 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 1411 38588 SH SOLE None 0 0 38588 WISDOMTREE TR CLOUD COMPUTNG 97717Y691 344 8062 SH SOLE None 0 0 8062 WP CAREY INC COM 92936U109 225 3455 SH SOLE None 0 0 3455