0001606587-21-000873.txt : 20210726 0001606587-21-000873.hdr.sgml : 20210726 20210726085417 ACCESSION NUMBER: 0001606587-21-000873 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210726 DATE AS OF CHANGE: 20210726 EFFECTIVENESS DATE: 20210726 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: 211112575 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 06-30-2021 06-30-2021 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 07-23-2021 0 199 179175 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 700 6038 SH SOLE None 0 0 6038 ABBVIE INC COM 00287Y109 658 5844 SH SOLE None 0 0 5844 ADVANCED MICRO DEVICES INC COM 007903107 726 7727 SH SOLE None 0 0 7727 AFLAC INC COM 001055102 381 7100 SH SOLE None 0 0 7100 ALCON AG ORD SHS H01301128 307 4376 SH SOLE None 0 0 4376 ALPHABET INC CAP STK CL A 02079K305 2486 1018 SH SOLE None 0 0 1018 ALTRIA GROUP INC COM 02209S103 545 11427 SH SOLE None 0 0 11427 AMAZON COM INC COM 023135106 1431 416 SH SOLE None 0 0 416 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 280 18640 SH SOLE None 0 0 18640 AMERICAN ELEC PWR CO INC COM 025537101 383 4522 SH SOLE None 0 0 4522 AMERICAN INTL GROUP INC COM NEW 026874784 307 6441 SH SOLE None 0 0 6441 AMERICAN TOWER CORP NEW COM 03027X100 1650 6108 SH SOLE None 0 0 6108 AMGEN INC COM 031162100 950 3898 SH SOLE None 0 0 3898 AMPLIFY ETF TR ONLIN RETL ETF 032108102 324 2496 SH SOLE None 0 0 2496 APPIAN CORP CL A 03782L101 236 1710 SH SOLE None 0 0 1710 APPLE INC COM 037833100 3550 25920 SH SOLE None 0 0 25920 ARISTA NETWORKS INC COM 040413106 290 800 SH SOLE None 0 0 800 ATLASSIAN CORP PLC CL A G06242104 289 1126 SH SOLE None 0 0 1126 ATT INC COM 00206R102 1365 47441 SH SOLE None 0 0 47441 AUTODESK INC COM 052769106 934 3200 SH SOLE None 0 0 3200 AXON ENTERPRISE INC COM 05464C101 792 4477 SH SOLE None 0 0 4477 AZZ INC COM 002474104 285 5500 SH SOLE None 0 0 5500 BANK NOVA SCOTIA B C COM 064149107 593 9110 SH SOLE None 0 0 9110 BAXTER INTL INC COM 071813109 271 3364 SH SOLE None 0 0 3364 BEAZER HOMES USA INC COM NEW 07556Q881 626 32452 SH SOLE None 0 0 32452 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 723 2603 SH SOLE None 0 0 2603 BLACKLINE INC COM 09239B109 475 4270 SH SOLE None 0 0 4270 BOEING CO COM 097023105 234 977 SH SOLE None 0 0 977 BONANZA CREEK ENERGY INC COM NEW 097793400 202 4285 SH SOLE None 0 0 4285 BOSTON BEER INC CL A 100557107 728 713 SH SOLE None 0 0 713 BRISTOLMYERS SQUIBB CO COM 110122108 2993 44796 SH SOLE None 0 0 44796 CAPITAL ONE FINL CORP COM 14040H105 248 1600 SH SOLE None 0 0 1600 CATERPILLAR INC COM 149123101 671 3082 SH SOLE None 0 0 3082 CBOE GLOBAL MKTS INC COM 12503M108 239 2006 SH SOLE None 0 0 2006 CERNER CORP COM 156782104 959 12275 SH SOLE None 0 0 12275 CISCO SYS INC COM 17275R102 1367 25789 SH SOLE None 0 0 25789 CLOROX CO DEL COM 189054109 281 1561 SH SOLE None 0 0 1561 CONOCOPHILLIPS COM 20825C104 468 7679 SH SOLE None 0 0 7679 CROWDSTRIKE HLDGS INC CL A 22788C105 1970 7837 SH SOLE None 0 0 7837 CVS HEALTH CORP COM 126650100 525 6286 SH SOLE None 0 0 6286 DIAGEO PLC SPON ADR NEW 25243Q205 297 1550 SH SOLE None 0 0 1550 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 283 3384 SH SOLE None 0 0 3384 DISNEY WALT CO COM 254687106 345 1964 SH SOLE None 0 0 1964 DOLLAR GEN CORP NEW COM 256677105 426 1970 SH SOLE None 0 0 1970 DOMINION ENERGY INC COM 25746U109 424 5760 SH SOLE None 0 0 5760 DOW INC COM 260557103 3020 47717 SH SOLE None 0 0 47717 EAGLE MATLS INC COM 26969P108 360 2535 SH SOLE None 0 0 2535 EATON VANCE TAXMANAGED BUY COM 27828Y108 281 17232 SH SOLE None 0 0 17232 EDISON INTL COM 281020107 369 6375 SH SOLE None 0 0 6375 ELLSWORTH GROWTH INCOME FD COM 289074106 616 41846 SH SOLE None 0 0 41846 ENTERPRISE PRODS PARTNERS L COM 293792107 307 12725 SH SOLE None 0 0 12725 EXXON MOBIL CORP COM 30231G102 824 13063 SH SOLE None 0 0 13063 FIRST HORIZON CORPORATION COM 320517105 2507 145100 SH SOLE None 0 0 145100 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 4174 72862 SH SOLE None 0 0 72862 FIRST TR EXCHANGE TRADED FD ENERGY ALPHADX 33734X127 658 57648 SH SOLE None 0 0 57648 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 667 15277 SH SOLE None 0 0 15277 FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 33734X150 208 3532 SH SOLE None 0 0 3532 FIRST TR EXCHANGE TRADED FD INDXX NEXTG ETF 33737K205 353 4626 SH SOLE None 0 0 4626 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 1122 10591 SH SOLE None 0 0 10591 FIRST TR EXCHANGETRADED FD CAP STRENGTH ETF 33733E104 3072 40666 SH SOLE None 0 0 40666 FIRST TR EXCHANGETRADED FD DJ INTERNT IDX 33733E302 844 3447 SH SOLE None 0 0 3447 FIRST TR EXCHANGETRADED FD RISNG DIVD ACHIV 33738R506 3594 74810 SH SOLE None 0 0 74810 FIRST TR EXCHANGETRADED FD FST LOW OPPT EFT 33739Q200 2239 43991 SH SOLE None 0 0 43991 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 3237 32338 SH SOLE None 0 0 32338 FIRST TR MORNINGSTAR DIVID L SHS 336917109 2535 76394 SH SOLE None 0 0 76394 FIRST TR NASDAQ 100 TECH IND SHS 337345102 618 3886 SH SOLE None 0 0 3886 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 428 3901 SH SOLE None 0 0 3901 FRESH DEL MONTE PRODUCE INC ORD G36738105 380 11564 SH SOLE None 0 0 11564 GATX CORP COM 361448103 436 4932 SH SOLE None 0 0 4932 GENERAL DYNAMICS CORP COM 369550108 273 1450 SH SOLE None 0 0 1450 GENERAL MTRS CO COM 37045V100 308 5206 SH SOLE None 0 0 5206 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 442 12642 SH SOLE None 0 0 12642 GLOBAL X FDS US INFR DEV ETF 37954Y673 311 12083 SH SOLE None 0 0 12083 GUARDANT HEALTH INC COM 40131M109 576 4640 SH SOLE None 0 0 4640 HANESBRANDS INC COM 410345102 521 27918 SH SOLE None 0 0 27918 HOME DEPOT INC COM 437076102 248 778 SH SOLE None 0 0 778 HONEYWELL INTL INC COM 438516106 214 975 SH SOLE None 0 0 975 INGREDION INC COM 457187102 410 4529 SH SOLE None 0 0 4529 INTEL CORP COM 458140100 1287 22920 SH SOLE None 0 0 22920 INTERFACE INC COM 458665304 226 14787 SH SOLE None 0 0 14787 INTERNATIONAL PAPER CO COM 460146103 1923 31370 SH SOLE None 0 0 31370 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 301 5965 SH SOLE None 0 0 5965 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 846 38199 SH SOLE None 0 0 38199 INVESCO EXCHANGE TRADED FD T DWA HEALTHCARE 46137V852 388 2331 SH SOLE None 0 0 2331 INVESCO QQQ TR UNIT SER 1 46090E103 1206 3402 SH SOLE None 0 0 3402 ISHARES TR CORE S&P SCP ETF 464287804 234 2071 SH SOLE None 0 0 2071 ISHARES TR SP SMCP600VL ETF 464287879 2277 21599 SH SOLE None 0 0 21599 ISHARES TR CORE S&P500 ETF 464287200 1919 4464 SH SOLE None 0 0 4464 ISHARES TR S&P 500 GRWT ETF 464287309 268 3687 SH SOLE None 0 0 3687 ISHARES TR RUS 1000 ETF 464287622 420 1737 SH SOLE None 0 0 1737 ISHARES TR RUS 1000 GRW ETF 464287614 3513 12942 SH SOLE None 0 0 12942 ISHARES TR RUSSELL 2000 ETF 464287655 378 1650 SH SOLE None 0 0 1650 ISHARES TR IBOXX INV CP ETF 464287242 4462 33211 SH SOLE None 0 0 33211 ISHARES TR EXPANDED TECH 464287515 1203 3083 SH SOLE None 0 0 3083 ISHARES TR CORE US AGGBD ET 464287226 433 3752 SH SOLE None 0 0 3752 ISHARES TR SELECT DIVID ETF 464287168 445 3820 SH SOLE None 0 0 3820 ISHARES TR MORNINGSTAR GRWT 464287119 478 7375 SH SOLE None 0 0 7375 ISHARES TR U.S. MED DVC ETF 464288810 668 1849 SH SOLE None 0 0 1849 ISHARES TR ISHS 1-5YR INVS 464288646 2614 47690 SH SOLE None 0 0 47690 ISHARES TR MSCI ACWI ETF 464288257 463 4573 SH SOLE None 0 0 4573 ISHARES TR AGENCY BOND ETF 464288166 2215 18713 SH SOLE None 0 0 18713 ISHARES TR RUS TP200 GR ETF 464289438 401 2664 SH SOLE None 0 0 2664 ISHARES TR MSCI USA QLT FCT 46432F339 971 7310 SH SOLE None 0 0 7310 ISHARES TR 0-5YR INVT GR CP 46434V100 262 5060 SH SOLE None 0 0 5060 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1437 28650 SH SOLE None 0 0 28650 J P MORGAN EXCHANGETRADED F ULTRA SHRT INC 46641Q837 1773 34941 SH SOLE None 0 0 34941 JOHNSON JOHNSON COM 478160104 2137 12975 SH SOLE None 0 0 12975 JPMORGAN CHASE CO COM 46625H100 1539 9897 SH SOLE None 0 0 9897 KANSAS CITY SOUTHERN COM NEW 485170302 1084 3825 SH SOLE None 0 0 3825 KIMBERLYCLARK CORP COM 494368103 409 3059 SH SOLE None 0 0 3059 KIRKLAND LAKE GOLD LTD COM 49741E100 494 12825 SH SOLE None 0 0 12825 LADDER CAP CORP CL A 505743104 685 59342 SH SOLE None 0 0 59342 LINDE PLC SHS G5494J103 680 2353 SH SOLE None 0 0 2353 LOCKHEED MARTIN CORP COM 539830109 340 899 SH SOLE None 0 0 899 LUMEN TECHNOLOGIES INC COM 550241103 461 33937 SH SOLE None 0 0 33937 M D C HLDGS INC COM 552676108 663 13101 SH SOLE None 0 0 13101 MACKINAC FINL CORP COM 554571109 228 11550 SH SOLE None 0 0 11550 MASTERCARD INCORPORATED CL A 57636Q104 734 2010 SH SOLE None 0 0 2010 MAXIM INTEGRATED PRODS INC COM 57772K101 3159 29983 SH SOLE None 0 0 29983 MCDONALDS CORP COM 580135101 548 2372 SH SOLE None 0 0 2372 MEDTRONIC PLC SHS G5960L103 329 2650 SH SOLE None 0 0 2650 MERCK CO INC COM 58933Y105 1211 15570 SH SOLE None 0 0 15570 MERITAGE HOMES CORP COM 59001A102 367 3896 SH SOLE None 0 0 3896 MICROCHIP TECHNOLOGY INC. COM 595017104 263 1757 SH SOLE None 0 0 1757 MICRON TECHNOLOGY INC COM 595112103 1316 15490 SH SOLE None 0 0 15490 MICROSOFT CORP COM 594918104 4195 15487 SH SOLE None 0 0 15487 MILLER HERMAN INC COM 600544100 284 6033 SH SOLE None 0 0 6033 MONDELEZ INTL INC CL A 609207105 1572 25180 SH SOLE None 0 0 25180 NEXTERA ENERGY INC COM 65339F101 224 3050 SH SOLE None 0 0 3050 NORTHROP GRUMMAN CORP COM 666807102 268 737 SH SOLE None 0 0 737 NOVARTIS AG SPONSORED ADR 66987V109 713 7810 SH SOLE None 0 0 7810 NOVOCURE LTD ORD SHS G6674U108 1122 5060 SH SOLE None 0 0 5060 NVIDIA CORPORATION COM 67066G104 817 1021 SH SOLE None 0 0 1021 NXP SEMICONDUCTORS N V COM N6596X109 1000 4862 SH SOLE None 0 0 4862 OGE ENERGY CORP COM 670837103 205 6106 SH SOLE None 0 0 6106 OI GLASS INC COM 67098H104 276 16908 SH SOLE None 0 0 16908 OLD REP INTL CORP COM 680223104 406 16316 SH SOLE None 0 0 16316 ORACLE CORP COM 68389X105 228 2934 SH SOLE None 0 0 2934 PAYPAL HLDGS INC COM 70450Y103 376 1289 SH SOLE None 0 0 1289 PETMED EXPRESS INC COM 716382106 2250 70639 SH SOLE None 0 0 70639 PFIZER INC COM 717081103 658 16813 SH SOLE None 0 0 16813 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 299 2928 SH SOLE None 0 0 2928 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 252 4893 SH SOLE None 0 0 4893 PIMCO ETF TR ACTIVE BD ETF 72201R775 394 3555 SH SOLE None 0 0 3555 POLARIS INC COM 731068102 572 4175 SH SOLE None 0 0 4175 POTBELLY CORP COM 73754Y100 336 42507 SH SOLE None 0 0 42507 PROCTER AND GAMBLE CO COM 742718109 273 2025 SH SOLE None 0 0 2025 PROSHARES TR ULTRAPRO SHT QQQ 74347G861 372 40650 SH SOLE None 0 0 40650 PROSHARES TR SHT 7-10 YR TR 74348A608 1101 44867 SH SOLE None 0 0 44867 PROSHARES TR S&P 500 DV ARIST 74348A467 1049 11580 SH SOLE None 0 0 11580 PROSHARES TR RUSS 2000 DIVD 74347B698 304 4768 SH SOLE None 0 0 4768 PROSHARES TR PET CARE ETF 74348A145 3087 38089 SH SOLE None 0 0 38089 QUEST DIAGNOSTICS INC COM 74834L100 417 3163 SH SOLE None 0 0 3163 REPLIGEN CORP COM 759916109 615 3080 SH SOLE None 0 0 3080 REYNOLDS CONSUMER PRODS INC COM 76171L106 387 12736 SH SOLE None 0 0 12736 ROYAL BK CDA COM 780087102 417 4120 SH SOLE None 0 0 4120 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 250 3663 SH SOLE None 0 0 3663 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 548 16992 SH SOLE None 0 0 16992 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 3035 91187 SH SOLE None 0 0 91187 SEA LTD SPONSORD ADS 81141R100 257 935 SH SOLE None 0 0 935 SHOPIFY INC CL A 82509L107 286 196 SH SOLE None 0 0 196 SNOWFLAKE INC CL A 833445109 378 1565 SH SOLE None 0 0 1565 SOLAREDGE TECHNOLOGIES INC COM 83417M104 484 1750 SH SOLE None 0 0 1750 SPDR GOLD TR GOLD SHS 78463V107 219 1321 SH SOLE None 0 0 1321 SPDR SER TR PRTFLO S&P500 GW 78464A409 1664 26426 SH SOLE None 0 0 26426 SPDR SER TR S&P DIVID ETF 78464A763 576 4711 SH SOLE None 0 0 4711 SPDR SER TR S&P REGL BKG 78464A698 826 12607 SH SOLE None 0 0 12607 SPDR SER TR PORTFOLIO S&P500 78464A854 283 5622 SH SOLE None 0 0 5622 SPDR SP 500 ETF TR TR UNIT 78462F103 2409 5628 SH SOLE None 0 0 5628 SPROUT SOCIAL INC COM CL A 85209W109 517 5785 SH SOLE None 0 0 5785 SQUARE INC CL A 852234103 1091 4475 SH SOLE None 0 0 4475 STARBUCKS CORP COM 855244109 1511 13517 SH SOLE None 0 0 13517 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 333 2772 SH SOLE None 0 0 2772 TARGET CORP COM 87612E106 719 2975 SH SOLE None 0 0 2975 TESLA INC COM 88160R101 237 348 SH SOLE None 0 0 348 THERMO FISHER SCIENTIFIC INC COM 883556102 316 627 SH SOLE None 0 0 627 TITAN INTL INC ILL COM 88830M102 405 47702 SH SOLE None 0 0 47702 UFP INDUSTRIES INC COM 90278Q108 325 4373 SH SOLE None 0 0 4373 UNITED STATES CELLULAR CORP COM 911684108 622 17125 SH SOLE None 0 0 17125 UNITEDHEALTH GROUP INC COM 91324P102 893 2230 SH SOLE None 0 0 2230 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 547 2085 SH SOLE None 0 0 2085 VANGUARD INDEX FDS TOTAL STK MKT 922908769 397 1780 SH SOLE None 0 0 1780 VANGUARD INDEX FDS MID CAP ETF 922908629 1385 5836 SH SOLE None 0 0 5836 VANGUARD INDEX FDS SMALL CP ETF 922908751 2437 10819 SH SOLE None 0 0 10819 VANGUARD INDEX FDS GROWTH ETF 922908736 1117 3895 SH SOLE None 0 0 3895 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1234 23544 SH SOLE None 0 0 23544 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 258 4205 SH SOLE None 0 0 4205 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 423 4674 SH SOLE None 0 0 4674 VERIZON COMMUNICATIONS INC COM 92343V104 1440 25694 SH SOLE None 0 0 25694 VIATRIS INC COM 92556V106 1769 123799 SH SOLE None 0 0 123799 VISA INC COM CL A 92826C839 540 2309 SH SOLE None 0 0 2309 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 356 20769 SH SOLE None 0 0 20769 WALMART INC COM 931142103 469 3325 SH SOLE None 0 0 3325 WEST FRASER TIMBER CO LTD COM 952845105 531 7405 SH SOLE None 0 0 7405 WESTROCK CO COM 96145D105 243 4575 SH SOLE None 0 0 4575 WEYERHAEUSER CO MTN BE COM NEW 962166104 1318 38300 SH SOLE None 0 0 38300 WISDOMTREE TR EUROPE SMCP DV 97717W869 819 11160 SH SOLE None 0 0 11160 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 374 8470 SH SOLE None 0 0 8470 WP CAREY INC COM 92936U109 838 11231 SH SOLE None 0 0 11231