Claris Financial LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Philip Morris International Inc. | $584.8K | 0.3% |
| Meta Platforms Inc | $589.5K | 0.3% |
| ISHARES FLEXIBLE INCME ACTIVE ETF | $600.8K | 0.3% |
| Merck & Co., Inc. | $655.7K | 0.3% |
| INVSC QQQ TRUST SRS 1 ETF | $657.2K | 0.3% |
| DIMENSIONAL U S CORE EQUITY 2 ETF | $680.9K | 0.4% |
| CAPITAL ONE FINANCIAL CORP | $701.5K | 0.4% |
| VANGUARD MID CAP ETF | $704.8K | 0.4% |
| VANGUARD SHORT TERM COR BD ETF | $707.7K | 0.4% |
| Intuitive Surgical Inc | $713.6K | 0.4% |
| YIELDMAX MAGFT 7 FND OPTINCM ETF | $725.1K | 0.4% |
| RTX Corp | $735.0K | 0.4% |
| INVESCO LARGE CAP GROWTHETF | $756.6K | 0.4% |
| CISCO SYSTEMS, INC. | $761.6K | 0.4% |
| Duke Energy Corp | $777.5K | 0.4% |
| HORTON D R INC /DE | $785.7K | 0.4% |
| US TREASURY 3 MONTH BILLETF | $785.8K | 0.4% |
| CHEVRON CORP | $798.9K | 0.4% |
| ABRDN PHYSICAL GOLD SHARES ETF | $827.3K | 0.4% |
| SIMPLIFY VOLATILITY PREMIUM ETF | $851.5K | 0.5% |
| ELDRIDGE BBB B CLO ETF | $865.9K | 0.5% |
| PROSHARES S&P 500 DIV ARISTOCRAT ETF | $873.4K | 0.5% |
| ALPS ALERIAN MLP ETF | $878.1K | 0.5% |
| AMPLIFY CWP GROWTH AND INCM ETF | $894.5K | 0.5% |
| SIMPLIFY TARGET 15 DIST ETF | $898.2K | 0.5% |
| DOMINION ENERGY, INC | $918.7K | 0.5% |
| PROCTER & GAMBLE Co | $921.1K | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $939.6K | 0.5% |
| HOME DEPOT, INC. | $962.7K | 0.5% |
| Walmart Inc. | $968.3K | 0.5% |
| iShares MSCI UAE ETF | $996.5K | 0.5% |
| ELI LILLY & Co | $1.01M | 0.5% |
| VANGUARD FINANCIALS ETF | $1.05M | 0.6% |
| ISHARES 20 PLUS YEAR TREASURY BOND B ETF | $1.09M | 0.6% |
| ISHARES SELECT DIVIDEND ETF | $1.12M | 0.6% |
| FIRST TRUST SMITH OPPRTNISTIC FI ETF | $1.13M | 0.6% |
| CATERPILLAR INC | $1.15M | 0.6% |
| FT VEST LADDERD NASDAQ BUFFER ETF | $1.16M | 0.6% |
| UBS AG ETRACS GLD CVR CAL ETN IV | $1.17M | 0.6% |
| UBS AG ETRACS SIL CVR CAL ETN | $1.17M | 0.6% |
| FIRST TRUST SMID CAP RISING DIVI ETF | $1.17M | 0.6% |
| FT VEST LADDERED BUFFER ETF | $1.19M | 0.6% |
| VANGUARD DIVIDEND APPRECIATION ETF | $1.20M | 0.6% |
| INVSC S P 500 MOMENTUM ETF | $1.24M | 0.7% |
| VANGUARD SMALL CAP ETF | $1.24M | 0.7% |
| ST STRT SPDR PRTL S&P 500 GRW ETF IV | $1.28M | 0.7% |
| Visa Inc | $1.33M | 0.7% |
| EXXON MOBIL CORP | $1.35M | 0.7% |
| FIDELITY MSCI INFOR TECHINDX ETF | $1.36M | 0.7% |
| FT RIVERFRONT DYNAMIC DEV INTER ETF | $1.36M | 0.7% |