Compliance Consultant

0001756759-24-000004.txt : 20240515 0001756759-24-000004.hdr.sgml : 20240515 20240515114839 ACCESSION NUMBER: 0001756759-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Clarity Asset Management, Inc. CENTRAL INDEX KEY: 0001756759 ORGANIZATION NAME: IRS NUMBER: 391908088 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23969 FILM NUMBER: 24948458 BUSINESS ADDRESS: STREET 1: 2117 PHILADELPHIA STREET, SUITE 100 CITY: AMES STATE: IA ZIP: 50010 BUSINESS PHONE: (515) 233-3152 MAIL ADDRESS: STREET 1: 2117 PHILADELPHIA STREET, SUITE 100 CITY: AMES STATE: IA ZIP: 50010 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001756759 XXXXXXXX 03-31-2024 03-31-2024 Clarity Asset Management, Inc.

2117 PHILADELPHIA STREET, SUITE 100 AMES IA 50010

13F HOLDINGS REPORT 028-23969 N Ruth Thortvedt Compliance Consultant 7202109492 Ruth Thortvedt Broomfield CO 05-15-2024 0 196 144781305 false INFORMATION TABLE 2 Q12024.xml AMERICAN CENTY ETF TR AVANTIS RESPON U 025072281 20186749 328614 SH SOLE 0 0 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 15565471 167029 SH SOLE 0 0 0 0 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072299 15028566 263983 SH SOLE 0 0 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 13804620 180973 SH SOLE 0 0 0 0 ISHARES TR NATIONAL MUN ETF 464288414 11360156 105578 SH SOLE 0 0 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 10592099 132550 SH SOLE 0 0 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 9573573 83277 SH SOLE 0 0 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5902734 119999 SH SOLE 0 0 0 0 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 5484890 141145 SH SOLE 0 0 0 0 ISHARES INC MSCI EMRG CHN 46434G764 5146600 89397 SH SOLE 0 0 0 0 PIMCO ETF TR MUNI INCOME OPP 72201R635 4677771 102515 SH SOLE 0 0 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 4511768 43080 SH SOLE 0 0 0 0 PIMCO ETF TR ENHANCD SHORT 72201R643 3398894 34468 SH SOLE 0 0 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1925630 37951 SH SOLE 0 0 0 0 ISHARES TR ESG ADV TTL USD 46436E619 1424575 33261 SH SOLE 0 0 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1242362 14713 SH SOLE 0 0 0 0 ISHARES TR CORE S&P TTL STK 464287150 1241524 10768 SH SOLE 0 0 0 0 ISHARES TR S&P 500 VAL ETF 464287408 754514 4039 SH SOLE 0 0 0 0 ISHARES TR INTL DIV GRWTH 46435G524 737706 10952 SH SOLE 0 0 0 0 MICROSOFT CORP COM 594918104 616401 1465 SH SOLE 0 0 0 0 LENNOX INTL INC COM 526107107 542390 1110 SH SOLE 0 0 0 0 ISHARES TR ESG AWRE 1 5 YR 46435G243 517323 21132 SH SOLE 0 0 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 434590 1672 SH SOLE 0 0 0 0 CASEYS GEN STORES INC COM 147528103 432893 1359 SH SOLE 0 0 0 0 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 430208 16489 SH SOLE 0 0 0 0 DEERE CO COM 244199105 385185 938 SH SOLE 0 0 0 0 3M CO COM 88579Y101 359539 3390 SH SOLE 0 0 0 0 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 320490 10315 SH SOLE 0 0 0 0 ISHARES TR S&P SML 600 GWT 464287887 287617 2200 SH SOLE 0 0 0 0 ISHARES TR S&P MC 400VL ETF 464287705 284038 2401 SH SOLE 0 0 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 245584 584 SH SOLE 0 0 0 0 JOHNSON JOHNSON COM 478160104 218759 1383 SH SOLE 0 0 0 0 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 204024 2269 SH SOLE 0 0 0 0 CHEVRON CORP NEW COM 166764100 178070 1129 SH SOLE 0 0 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 177240 1980 SH SOLE 0 0 0 0 ISHARES TR USD GRN BOND ETF 46435U440 168241 3588 SH SOLE 0 0 0 0 INTEL CORP COM 458140100 162625 3682 SH SOLE 0 0 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 153403 2544 SH SOLE 0 0 0 0 ISHARES TR CORE S&P500 ETF 464287200 153318 292 SH SOLE 0 0 0 0 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 147656 2317 SH SOLE 0 0 0 0 FIDELITY COVINGTON TRUST VLU FACTOR ETF 316092782 143868 2522 SH SOLE 0 0 0 0 WALMART INC COM 931142103 137319 2282 SH SOLE 0 0 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 130103 326 SH SOLE 0 0 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 127069 264 SH SOLE 0 0 0 0 FIDELITY COVINGTON TRUST LOW VOLITY ETF 316092824 122933 2188 SH SOLE 0 0 0 0 PARKER HANNIFIN CORP COM 701094104 119635 215 SH SOLE 0 0 0 0 LOWES COS INC COM 548661107 112233 441 SH SOLE 0 0 0 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 104692 1213 SH SOLE 0 0 0 0 DISNEY WALT CO COM 254687106 98774 807 SH SOLE 0 0 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 97688 1567 SH SOLE 0 0 0 0 ISHARES TR PARIS ALGND CLIM 46436E411 90352 1588 SH SOLE 0 0 0 0 NORDSON CORP COM 655663102 89432 326 SH SOLE 0 0 0 0 NUSHARES ETF TR ESG DIVIDEND ETF 67092P813 88249 3229 SH SOLE 0 0 0 0 DOVER CORP COM 260003108 86403 488 SH SOLE 0 0 0 0 GARMIN LTD SHS H2906T109 86163 579 SH SOLE 0 0 0 0 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 84214 2025 SH SOLE 0 0 0 0 EMERSON ELEC CO COM 291011104 83594 737 SH SOLE 0 0 0 0 CINCINNATI FINL CORP COM 172062101 82383 663 SH SOLE 0 0 0 0 ALLIANT ENERGY CORP COM 018802108 81255 1612 SH SOLE 0 0 0 0 TRIP COM GROUP LTD ADS 89677Q107 80143 1826 SH SOLE 0 0 0 0 NORTHERN LTS FD TR IV INTRNTINL ESG 66538H419 80138 2669 SH SOLE 0 0 0 0 COCA COLA CO COM 191216100 78925 1290 SH SOLE 0 0 0 0 WELLS FARGO CO NEW COM 949746101 78539 1355 SH SOLE 0 0 0 0 GENUINE PARTS CO COM 372460105 77846 502 SH SOLE 0 0 0 0 LANCASTER COLONY CORP COM 513847103 77818 375 SH SOLE 0 0 0 0 APPLE INC COM 037833100 75592 441 SH SOLE 0 0 0 0 AMER STATES WTR CO COM 029899101 73139 1012 SH SOLE 0 0 0 0 COLGATE PALMOLIVE CO COM 194162103 69727 774 SH SOLE 0 0 0 0 ISHARES TR 0-3 MNTH TREASRY 46436E718 68046 676 SH SOLE 0 0 0 0 ISHARES TR SHORT TREAS BD 464288679 67972 615 SH SOLE 0 0 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 67025 674 SH SOLE 0 0 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 66452 348 SH SOLE 0 0 0 0 TARGET CORP COM 87612E106 61423 347 SH SOLE 0 0 0 0 NORTHWEST NAT HLDG CO COM 66765N105 61095 1641 SH SOLE 0 0 0 0 GENERAL ELECTRIC CO COM NEW 369604301 59154 337 SH SOLE 0 0 0 0 ABM INDS INC COM 000957100 55864 1252 SH SOLE 0 0 0 0 HORMEL FOODS CORP COM 440452100 55357 1587 SH SOLE 0 0 0 0 TOOTSIE ROLL INDS INC COM 890516107 54505 1702 SH SOLE 0 0 0 0 AMAZON COM INC COM 023135106 54114 300 SH SOLE 0 0 0 0 STEPAN CO COM 858586100 54049 600 SH SOLE 0 0 0 0 STANLEY BLACK DECKER INC COM 854502101 53042 542 SH SOLE 0 0 0 0 ALPHABET INC CAP STK CL A 02079K305 51316 340 SH SOLE 0 0 0 0 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 50105 987 SH SOLE 0 0 0 0 HEARTLAND FINL USA INC COM 42234Q102 47617 1355 SH SOLE 0 0 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 47607 398 SH SOLE 0 0 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 46239 736 SH SOLE 0 0 0 0 PEPSICO INC COM 713448108 45974 263 SH SOLE 0 0 0 0 TENNANT CO COM 880345103 45503 374 SH SOLE 0 0 0 0 GORMAN RUPP CO COM 383082104 45417 1148 SH SOLE 0 0 0 0 NUCOR CORP COM 670346105 43240 218 SH SOLE 0 0 0 0 NATIONAL FUEL GAS CO COM 636180101 42887 798 SH SOLE 0 0 0 0 GRAINGER W W INC COM 384802104 42465 42 SH SOLE 0 0 0 0 MSA SAFETY INC COM 553498106 42438 219 SH SOLE 0 0 0 0 ILLINOIS TOOL WKS INC COM 452308109 42371 158 SH SOLE 0 0 0 0 COMMERCE BANCSHARES INC COM 200525103 42068 791 SH SOLE 0 0 0 0 BLACK HILLS CORP COM 092113109 41990 769 SH SOLE 0 0 0 0 KIMBERLY CLARK CORP COM 494368103 41967 324 SH SOLE 0 0 0 0 BECTON DICKINSON CO COM 075887109 41517 168 SH SOLE 0 0 0 0 SYSCO CORP COM 871829107 41447 511 SH SOLE 0 0 0 0 ABBVIE INC COM 00287Y109 41415 227 SH SOLE 0 0 0 0 PPG INDS INC COM 693506107 41294 285 SH SOLE 0 0 0 0 FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 40946 401 SH SOLE 0 0 0 0 MIDDLESEX WTR CO COM 596680108 40806 777 SH SOLE 0 0 0 0 FULLER H B CO COM 359694106 40766 511 SH SOLE 0 0 0 0 CALIFORNIA WTR SVC GROUP COM 130788102 40659 875 SH SOLE 0 0 0 0 FIDELITY COVINGTON TRUST SML MID MLTFCT 316092527 40301 1037 SH SOLE 0 0 0 0 S P GLOBAL INC COM 78409V104 40005 94 SH SOLE 0 0 0 0 TELEPHONE DATA SYS INC COM NEW 879433829 39893 2490 SH SOLE 0 0 0 0 SJW GROUP COM 784305104 39690 701 SH SOLE 0 0 0 0 EXXON MOBIL CORP COM 30231G102 39029 336 SH SOLE 0 0 0 0 ABBOTT LABS COM 002824100 38537 339 SH SOLE 0 0 0 0 CONSOLIDATED EDISON INC COM 209115104 38503 424 SH SOLE 0 0 0 0 UNITED BANKSHARES INC WEST V COM 909907107 38331 1071 SH SOLE 0 0 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 38288 661 SH SOLE 0 0 0 0 RPM INTL INC COM 749685103 38241 321 SH SOLE 0 0 0 0 FORTIS INC COM 349553107 37720 955 SH SOLE 0 0 0 0 LEGGETT PLATT INC COM 524660107 37485 1957 SH SOLE 0 0 0 0 AMES NATL CORP COM 031001100 36466 1807 SH SOLE 0 0 0 0 NOVO NORDISK A S ADR 670100205 35182 274 SH SOLE 0 0 0 0 MANULIFE FINL CORP COM 56501R106 31466 1259 SH SOLE 0 0 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 29731 773 SH SOLE 0 0 0 0 ISHARES TR ESG AWARE MSCI 46435U663 28951 719 SH SOLE 0 0 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 28884 913 SH SOLE 0 0 0 0 INDEPENDENT BK CORP MICH COM NEW 453838609 26947 1063 SH SOLE 0 0 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 25711 379 SH SOLE 0 0 0 0 HOME DEPOT INC COM 437076102 25036 65 SH SOLE 0 0 0 0 TOYOTA MOTOR CORP ADS 892331307 24981 99 SH SOLE 0 0 0 0 FIDELITY COVINGTON TRUST QLTY FCTOR ETF 316092790 24606 417 SH SOLE 0 0 0 0 JPMORGAN CHASE CO COM 46625H100 24510 122 SH SOLE 0 0 0 0 US BANCORP DEL COM NEW 902973304 24294 543 SH SOLE 0 0 0 0 GENERAL DYNAMICS CORP COM 369550108 22599 80 SH SOLE 0 0 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 22127 1407 SH SOLE 0 0 0 0 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 19850 398 SH SOLE 0 0 0 0 ISHARES TR CORE S&P SCP ETF 464287804 19278 174 SH SOLE 0 0 0 0 COUSINS PPTYS INC COM NEW 222795502 18868 785 SH SOLE 0 0 0 0 NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508 18366 537 SH SOLE 0 0 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 17711 550 SH SOLE 0 0 0 0 BK OF AMERICA CORP COM 060505104 17405 459 SH SOLE 0 0 0 0 FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 15935 376 SH SOLE 0 0 0 0 META PLATFORMS INC CL A 30303M102 15554 32 SH SOLE 0 0 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 14941 105 SH SOLE 0 0 0 0 CONOCOPHILLIPS COM 20825C104 14637 115 SH SOLE 0 0 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 14067 128 SH SOLE 0 0 0 0 PRUDENTIAL FINL INC COM 744320102 13749 117 SH SOLE 0 0 0 0 ISHARES TR SELECT DIVID ETF 464287168 12971 105 SH SOLE 0 0 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 12836 512 SH SOLE 0 0 0 0 SPDR GOLD TR GOLD SHS 78463V107 11403 55 SH SOLE 0 0 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 10651 87 SH SOLE 0 0 0 0 FIDELITY COVINGTON TRUST INT HG DIV ETF 316092725 10032 480 SH SOLE 0 0 0 0 ISHARES TR CORE US AGGBD ET 464287226 9780 100 SH SOLE 0 0 0 0 ISHARES TR ESG AWR US AGRGT 46435U549 9377 199 SH SOLE 0 0 0 0 LULULEMON ATHLETICA INC COM 550021109 9376 24 SH SOLE 0 0 0 0 WEST BANCORPORATION INC CAP STK 95123P106 8915 500 SH SOLE 0 0 0 0 CISCO SYS INC COM 17275R102 7645 153 SH SOLE 0 0 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 7569 15 SH SOLE 0 0 0 0 FIDELITY COVINGTON TRUST EMERG MKTS MLTFT 316092543 7506 303 SH SOLE 0 0 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7401 41 SH SOLE 0 0 0 0 INVESCO EXCH TRADED FD TR II S&P INTL QULTY 46138E214 6627 216 SH SOLE 0 0 0 0 FIDELITY MERRIMACK STR TR LTD TRM BD ETF 316188200 6186 126 SH SOLE 0 0 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 6111 135 SH SOLE 0 0 0 0 MERCK CO INC COM 58933Y105 5014 38 SH SOLE 0 0 0 0 WHIRLPOOL CORP COM 963320106 4977 42 SH SOLE 0 0 0 0 REGENERON PHARMACEUTICALS COM 75886F107 4812 5 SH SOLE 0 0 0 0 ON SEMICONDUCTOR CORP COM 682189105 4634 63 SH SOLE 0 0 0 0 ISHARES TR CORE S&P MCP ETF 464287507 4353 72 SH SOLE 0 0 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 4285 999 SH SOLE 0 0 0 0 DOMINION ENERGY INC COM 25746U109 4187 85 SH SOLE 0 0 0 0 ISHARES TR MSCI USA ESG SLC 464288802 4096 38 SH SOLE 0 0 0 0 FIRST TR EXCHANGE TRADED FD GBL WND ENRG ETF 33736G106 3690 239 SH SOLE 0 0 0 0 WILLAMETTE VY VINEYARD INC COM 969136100 3668 700 SH SOLE 0 0 0 0 ICU MED INC COM 44930G107 3649 34 SH SOLE 0 0 0 0 NORTHERN LTS FD TR IV INSPIRE CORP ESG 66538H633 3525 150 SH SOLE 0 0 0 0 DIREXION SHS ETF TR DLY SCOND 3XBU 25459W458 3354 72 SH SOLE 0 0 0 0 MEDTRONIC PLC SHS G5960L103 3313 38 SH SOLE 0 0 0 0 METLIFE INC COM 59156R108 3239 44 SH SOLE 0 0 0 0 SAREPTA THERAPEUTICS INC COM 803607100 3237 25 SH SOLE 0 0 0 0 MP MATERIALS CORP COM CL A 553368101 3218 225 SH SOLE 0 0 0 0 VANECK ETF TRUST RARE EARTH/STRTG 92189H805 2888 56 SH SOLE 0 0 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 2295 14 SH SOLE 0 0 0 0 ISHARES INC CORE MSCI EMKT 46434G103 2292 44 SH SOLE 0 0 0 0 ISHARES TR CORE MSCI EAFE 46432F842 2213 30 SH SOLE 0 0 0 0 ISHARES TR CORE LT USDB ETF 464289479 2148 42 SH SOLE 0 0 0 0 NVIDIA CORPORATION COM 67066G104 1956 2 SH SOLE 0 0 0 0 FS KKR CAP CORP COM 302635206 1936 102 SH SOLE 0 0 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 1781 60 SH SOLE 0 0 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1326 26 SH SOLE 0 0 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 1132 52 SH SOLE 0 0 0 0 AKERO THERAPEUTICS INC COM 00973Y108 1061 42 SH SOLE 0 0 0 0 AT T INC COM 00206R102 1045 59 SH SOLE 0 0 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 1032 20 SH SOLE 0 0 0 0 CVS HEALTH CORP COM 126650100 925 12 SH SOLE 0 0 0 0 GENERAL MTRS CO COM 37045V100 771 17 SH SOLE 0 0 0 0 PIPER SANDLER COMPANIES COM 724078100 769 4 SH SOLE 0 0 0 0 BRIGHTHOUSE FINL INC COM 10922N103 722 14 SH SOLE 0 0 0 0 REALTY INCOME CORP COM 756109104 674 12 SH SOLE 0 0 0 0 PAYPAL HLDGS INC COM 70450Y103 653 10 SH SOLE 0 0 0 0