The Analysis of CLARIS ADVISORS, LLC / MO /'s Holdings
Currently, CLARIS ADVISORS, LLC / MO / holds 68 types of securities in its portfolio with a total value $328.1M. In the most recent quarter, they have increased their positions in DFUS (+61.4K shares, valued at $4.6M), VGIT (+27.4K shares, valued at $1.6M), AVDV (+17.2K shares, valued at $1.6M); decreased their positions in DFAU (-22.6K shares, valued at $1.1M), DFAC (-23.5K shares, valued at $931.4K), DISV (-18.9K shares, valued at $718.5K); initiated new positions in PLTR (+1.2K shares, valued at $215.4K), MU (+716 shares, valued at $204.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.6M shares-1.41%2025-12-312026-01-16
BSVO EA SERIES TRUST1.2M shares2.97%2025-12-312026-01-16 DFUS DIMENSIONAL ETF TRUST290.8K shares26.74%2025-12-312026-01-16 DFAU DIMENSIONAL ETF TRUST434.2K shares-4.95%2025-12-312026-01-16 DFUV DIMENSIONAL ETF TRUST399.8K shares1.47%2025-12-312026-01-16 DFIV DIMENSIONAL ETF TRUST368.5K shares-2.09%2025-12-312026-01-16 AVUV AMERICAN CENTY ETF TR153.9K shares2.10%2025-12-312026-01-16 DFAX DIMENSIONAL ETF TRUST440.2K shares-3.19%2025-12-312026-01-16 DUHP DIMENSIONAL ETF TRUST322.2K shares6.58%2025-12-312026-01-16 DFAI DIMENSIONAL ETF TRUST294.5K shares10.53%2025-12-312026-01-16 DIHP DIMENSIONAL ETF TRUST277.9K shares16.14%2025-12-312026-01-16 DFAE DIMENSIONAL ETF TRUST251.8K shares8.95%2025-12-312026-01-16 DISV DIMENSIONAL ETF TRUST213.4K shares-8.14%2025-12-312026-01-16 DFAS DIMENSIONAL ETF TRUST106.2K shares1.66%2025-12-312026-01-16 ITOT ISHARES TR49.3K shares4.18%2025-12-312026-01-16 AVDV AMERICAN CENTY ETF TR66.3K shares34.97%2025-12-312026-01-16 DFAT DIMENSIONAL ETF TRUST93.7K shares0.52%2025-12-312026-01-16 DFEM DIMENSIONAL ETF TRUST154.5K shares12.24%2025-12-312026-01-16 VGIT VANGUARD SCOTTSDALE FDS83.9K shares48.46%2025-12-312026-01-16 DFSD DIMENSIONAL ETF TRUST86.1K shares51.18%2025-12-312026-01-16 IDEV ISHARES TR41.1K shares32.95%2025-12-312026-01-16 MSFT MICROSOFT CORP6.7K shares5.67%2025-12-312026-01-16 DFGR DIMENSIONAL ETF TRUST97.9K shares29.88%2025-12-312026-01-16 AMZN AMAZON COM INC7.7K shares-1.41%2025-12-312026-01-16 VLUE ISHARES TR12.8K shares0.00%2025-12-312026-01-16 AAPL APPLE INC6.3K shares-11.56%2025-12-312026-01-16 CAT CATERPILLAR INC2.8K shares1.89%2025-12-312026-01-16 META META PLATFORMS INC2.0K shares2.48%2025-12-312026-01-16 VTI VANGUARD INDEX FDS3.4K shares-0.64%2025-12-312026-01-16 VTIP VANGUARD MALVERN FDS21.8K shares84.28%2025-12-312026-01-16 ALPHABET INC ALPHABET INC3.4K shares0.53%2025-12-312026-01-16 AVSC AMERICAN CENTY ETF TR16.6K shares0.00%2025-12-312026-01-16 DFNM DIMENSIONAL ETF TRUST18.4K shares79.15%2025-12-312026-01-16 HD HOME DEPOT INC2.1K shares13.28%2025-12-312026-01-16 BA BOEING CO3.2K shares0.00%2025-12-312026-01-16 NVDA NVIDIA CORPORATION3.6K shares5.35%2025-12-312026-01-16 EFV ISHARES TR7.9K shares1.13%2025-12-312026-01-16 DFSV DIMENSIONAL ETF TRUST16.8K shares5.06%2025-12-312026-01-16 UNH UNITEDHEALTH GROUP INC1.7K shares-1.42%2025-12-312026-01-16 CSCO CISCO SYS INC6.9K shares-1.85%2025-12-312026-01-16 WMT WALMART INC4.7K shares-52.07%2025-12-312026-01-16 LLY ELI LILLY & CO455 shares0.66%2025-12-312026-01-16 XOM EXXON MOBIL CORP4.1K shares-12.60%2025-12-312026-01-16 PCAR PACCAR INC4.4K shares-37.61%2025-12-312026-01-16 JNJ JOHNSON & JOHNSON2.3K shares-31.98%2025-12-312026-01-16 PFE PFIZER INC18.9K shares-23.89%2025-12-312026-01-16 CBSH COMMERCE BANCSHARES INC7.5K shares4.98%2025-12-312026-01-16 VCSH VANGUARD SCOTTSDALE FDS4.6K shares0.00%2025-12-312026-01-16 AVUS AMERICAN CENTY ETF TR3.3K shares0.18%2025-12-312026-01-16 JPM JPMORGAN CHASE & CO.1.1K shares-0.97%2025-12-312026-01-16 EPD ENTERPRISE PRODS PARTNERS L11.0K shares0.00%2025-12-312026-01-16 CVX CHEVRON CORP NEW2.2K shares-10.58%2025-12-312026-01-16 DFIC DIMENSIONAL ETF TRUST9.5K shares-2.31%2025-12-312026-01-16 PEP PEPSICO INC2.2K shares-11.69%2025-12-312026-01-16 SCHB SCHWAB STRATEGIC TR11.9K shares0.61%2025-12-312026-01-16 EMR EMERSON ELEC CO2.2K shares-43.06%2025-12-312026-01-16 VBR VANGUARD INDEX FDS1.3K shares0.00%2025-12-312026-01-16 DIS DISNEY WALT CO2.4K shares0.00%2025-12-312026-01-16 AXP AMERICAN EXPRESS CO701 shares9.19%2025-12-312026-01-16 SCZ ISHARES TR2.9K shares0.03%2025-12-312026-01-16 SPY SPDR S&P 500 ETF TR328 shares0.00%2025-12-312026-01-16 AVEM AMERICAN CENTY ETF TR2.9K shares-5.60%2025-12-312026-01-16 PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-12-312026-01-16 MU MICRON TECHNOLOGY INC716 sharesnew addition2025-12-312026-01-16 KO COCA COLA CO2.9K shares-12.30%2025-12-312026-01-16 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available