Claris Financial LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| COSTCO WHOLESALE CORP /NEW | $939.6K | 0.5% |
| PROCTER & GAMBLE Co | $921.1K | 0.5% |
| DOMINION ENERGY, INC | $918.7K | 0.5% |
| SIMPLIFY TARGET 15 DIST ETF | $898.2K | 0.5% |
| AMPLIFY CWP GROWTH AND INCM ETF | $894.5K | 0.5% |
| ALPS ALERIAN MLP ETF | $878.1K | 0.5% |
| PROSHARES S&P 500 DIV ARISTOCRAT ETF | $873.4K | 0.5% |
| ELDRIDGE BBB B CLO ETF | $865.9K | 0.5% |
| SIMPLIFY VOLATILITY PREMIUM ETF | $851.5K | 0.5% |
| ABRDN PHYSICAL GOLD SHARES ETF | $827.3K | 0.4% |
| CHEVRON CORP | $798.9K | 0.4% |
| US TREASURY 3 MONTH BILLETF | $785.8K | 0.4% |
| HORTON D R INC /DE | $785.7K | 0.4% |
| Duke Energy Corp | $777.5K | 0.4% |
| CISCO SYSTEMS, INC. | $761.6K | 0.4% |
| INVESCO LARGE CAP GROWTHETF | $756.6K | 0.4% |
| RTX Corp | $735.0K | 0.4% |
| YIELDMAX MAGFT 7 FND OPTINCM ETF | $725.1K | 0.4% |
| Intuitive Surgical Inc | $713.6K | 0.4% |
| VANGUARD SHORT TERM COR BD ETF | $707.7K | 0.4% |
| VANGUARD MID CAP ETF | $704.8K | 0.4% |
| CAPITAL ONE FINANCIAL CORP | $701.5K | 0.4% |
| DIMENSIONAL U S CORE EQUITY 2 ETF | $680.9K | 0.4% |
| INVSC QQQ TRUST SRS 1 ETF | $657.2K | 0.3% |
| Merck & Co., Inc. | $655.7K | 0.3% |
| ISHARES FLEXIBLE INCME ACTIVE ETF | $600.8K | 0.3% |
| Meta Platforms Inc | $589.5K | 0.3% |
| Philip Morris International Inc. | $584.8K | 0.3% |
| Insulet Corp | $568.5K | 0.3% |
| FIDELITY MSCI HEALTH CARE INDX ETF | $565.2K | 0.3% |
| ISHARES CORE S&P SMALL CAP ETF | $561.9K | 0.3% |
| NEXTERA ENERGY INC | $552.4K | 0.3% |
| AUTOMATIC DATA PROCESSING INC | $545.1K | 0.3% |
| MCDONALD'S CORP | $539.3K | 0.3% |
| INVSC S P 500 EQUAL WEIGHT ETF | $535.4K | 0.3% |
| PIMCO ACTIVE BOND ETF | $517.9K | 0.3% |
| SPEAR ALPHA ETF | $516.0K | 0.3% |
| Texas Pacific Land Corp | $500.7K | 0.3% |
| AMPLIFY BLOOMBERG AI VL CHN ETF | $493.0K | 0.3% |
| RIVERFRONT STRATEGIC INCOME ETF | $480.9K | 0.3% |
| Palantir Technologies Inc | $472.5K | 0.3% |
| Mastercard Inc | $467.5K | 0.2% |
| PEPSICO INC | $461.6K | 0.2% |
| LOCKHEED MARTIN CORP | $454.1K | 0.2% |
| Morgan Stanley | $446.2K | 0.2% |
| FIDELITY MSCI UTILITIES INDX ETF | $435.9K | 0.2% |
| AMERICAN EXPRESS CO | $433.3K | 0.2% |
| ISHARES CORE S&P MID CAPETF | $432.5K | 0.2% |
| FIRST TRUST MORNINGSTAR DIV LDRS ETF | $430.2K | 0.2% |
| SCHWAB GOVT MONEY MKT ETF | $426.9K | 0.2% |