0001724134-21-000004.txt : 20210816 0001724134-21-000004.hdr.sgml : 20210816 20210816170026 ACCESSION NUMBER: 0001724134-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Claraphi Advisory Network, LLC CENTRAL INDEX KEY: 0001724134 IRS NUMBER: 461154256 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18255 FILM NUMBER: 211179462 BUSINESS ADDRESS: STREET 1: 120 VANTIS DRIVE STREET 2: SUITE 585 CITY: ALISO VIEJO STATE: X1 ZIP: 92656 BUSINESS PHONE: 9492150025 MAIL ADDRESS: STREET 1: 120 VANTIS DRIVE STREET 2: SUITE 585 CITY: ALISO VIEJO STATE: X1 ZIP: 92656 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001724134 XXXXXXXX 06-30-2021 06-30-2021 Claraphi Advisory Network, LLC
120 VANTIS DRIVE SUITE 585 ALISO VIEJO X1 92656
13F COMBINATION REPORT 028-18255 0000897378 028-03434 CONGRESS ASSET MANAGEMENT CO /MA 0001426940 028-12835 Horizon Investment Services, LLC 0001733173 028-18796 Howard Capital Management Inc. 0001551787 028-16629 Sterling Global Strategies LLC 0001702435 028-18145 Donoghue Forlines LLC 0001078635 028-11829 WINDWARD CAPITAL MANAGEMENT CO /CA N
DENISE EVANS CHIEF COMPLIANCE OFFICER 949-215-0025 X 103 DENISE EVANS ALISO VIEJO CA 08-16-2021 6 318 332214 false 1 0000897378 028-03434 CONGRESS ASSET MANAGEMENT CO /MA 2 0001078635 028-11829 WINDWARD CAPITAL MANAGEMENT CO /CA 4 0001426940 028-12835 Horizon Investment Services, LLC 7 0001702435 028-18145 Donoghue Forlines LLC 8 0001733173 028-18796 Howard Capital Management Inc. 9 0001551787 028-16629 Sterling Global Strategies LLC
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INT87911J1033430133317SHSOLE 00133317TELADOC HEALTH INCCOM87918A1058885338SHSOLE 005338TELEDYNE TECHNOLOGIES INCCOM8793601054261018SHSOLE 001018TENET HEALTHCARE CORPCOM NEW88033G40771210624SHSOLE 0010624TERADYNE INCCOM8807701022531889SHSOLE 001889TESLA INCCOM88160R1011951428710SHSOLE 0028710THE TRADE DESK INCCOM CL A88339J1052863701SHSOLE 003701THERMO FISHER SCIENTIFIC INCCOM883556102235465SHSOLE 00465TRI POINTE HOMES INCCOM87265H10945721329SHSOLE 0021329TRIMTABS ETF TRUS FREE CASH FLW89628W3024768911SHSOLE 008911TWO HBRS INVT CORPCOM NEW90187B40836948826SHSOLE 0048826UBS GROUP AGSHSH4209710718912300SHSOLE 0012300UNION PAC CORPCOM9078181084191907SHSOLE 001907UNITED MICROELECTRONICS CORPSPON ADR NEW91087340526828385SHSOLE 0028385UNITEDHEALTH GROUP INCCOM91324P10213193293SHSOLE 003293VANECK VECTORS ETF TRFALLEN ANGEL HG92189F43766320162SHSOLE 0020162VANECK VECTORS ETF TRMORNINGSTAR WIDE92189F643109614794SHSOLE 0014794VANECK VECTORS ETF TRVIDEO GAMING92189F114102114066SHSOLE 0014066VANGUARD ADMIRAL FDS INCSMLCP 600 GRTH9219327944582004SHSOLE 002004VANGUARD BD INDEX FDSSHORT TRM BOND9219378276127445SHSOLE 007445VANGUARD BD INDEX FDSTOTAL BND MRKT9219378355916886SHSOLE 006886VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J4072023545SHSOLE 003545VANGUARD INDEX FDSGROWTH ETF92290873615625444SHSOLE 005444VANGUARD INDEX FDSREAL ESTATE ETF9229085534023950SHSOLE 003950VANGUARD INDEX FDSS&P 500 ETF SHS92290836322225647SHSOLE 005647VANGUARD INDEX FDSSM CP VAL ETF922908611191411021SHSOLE 0011021VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF9220427424174023SHSOLE 004023VANGUARD SCOTTSDALE FDSMORTG-BACK SEC92206C77169312976SHSOLE 0012976VANGUARD SCOTTSDALE FDSVNG RUS1000GRW92206C6805407731SHSOLE 007731VANGUARD SCOTTSDALE FDSVNG RUS1000IDX92206C7303111551SHSOLE 001551VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844227414690SHSOLE 0014690VANGUARD WELLINGTON FDUS MULTIFACTOR9219356072932906SHSOLE 002906VANGUARD WORLD FDSINF TECH ETF92204A70212773202SHSOLE 003202VEEVA SYS INCCL A COM9224751087672466SHSOLE 002466VENTAS INCCOM92276F100101017682SHSOLE 0017682VEREIT INCCOM92339V30852911526SHSOLE 0011526VERIZON COMMUNICATIONS INCCOM92343V104183132685SHSOLE 0032685VIRTUS ALLIANZGI CONVERTIBLECOM92838X10232252429SHSOLE 0052429VIRTUS ALLIANZGI EQUITY & COCOM92841M1012127001SHSOLE 007001VISA INCCOM CL A92826C8393681575SHSOLE 001575WALGREENS BOOTS ALLIANCE INCCOM9314271082785291SHSOLE 005291WALMART INCCOM93114210310507446SHSOLE 007446WELLS FARGO CO NEWCOM949746101100222117SHSOLE 0022117WEST PHARMACEUTICAL SVSC INCCOM955306105288803SHSOLE 00803WEYERHAEUSER CO MTN BECOM NEW9621661042637635SHSOLE 007635WISDOMTREE TRCLOUD COMPUTNG97717Y69194316876SHSOLE 0016876XL FLEET CORPCOM CL A9837FR10011613927SHSOLE 0013927ZILLOW GROUP INCCL C CAP STK98954M2007215902SHSOLE 005902ZOOM VIDEO COMMUNICATIONS INCL A98980L1014071053SHSOLE 001053