Institutions / Claris Advisors, LLC / Mo
Claris Advisors, LLC / Mo
CIK 1905092 · Institution · as of Dec 31, 2025
Portfolio value
$328.11M
Positions
68
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 68 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $65.22M | 19.9% |
| Ea Series Trust | $28.46M | 8.7% |
| Dimensional ETF Trust | $21.57M | 6.6% |
| Dimensional ETF Trust | $20.32M | 6.2% |
| Dimensional ETF Trust | $18.63M | 5.7% |
| Dimensional ETF Trust | $18.39M | 5.6% |
| American Centy ETF Tr | $15.69M | 4.8% |
| Dimensional ETF Trust | $14.41M | 4.4% |
| Dimensional ETF Trust | $12.25M | 3.7% |
| Dimensional ETF Trust | $11.22M | 3.4% |
| Dimensional ETF Trust | $8.80M | 2.7% |
| Dimensional ETF Trust | $8.20M | 2.5% |
| Dimensional ETF Trust | $8.11M | 2.5% |
| Dimensional ETF Trust | $7.40M | 2.3% |
| iShares MSCI UAE ETF | $7.32M | 2.2% |
| American Centy ETF Tr | $6.23M | 1.9% |
| Dimensional ETF Trust | $5.58M | 1.7% |
| Dimensional ETF Trust | $5.11M | 1.6% |
| Vanguard Scottsdale Fds | $5.03M | 1.5% |
| Dimensional ETF Trust | $4.13M | 1.3% |
| iShares MSCI UAE ETF | $3.39M | 1.0% |
| Microsoft Corp | $3.23M | 1.0% |
| Dimensional ETF Trust | $2.59M | 0.8% |
| Amazon.com Inc | $1.77M | 0.5% |
| iShares Tr | $1.75M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.