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Home > Institutional Investor > Claris Advisors, Llc / Mo > 13F Holdings

Instuitional Investor - Claris Advisors, Llc / Mo

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,029,383 $66,949,345 24.94%
2.
Ea Series Trust
 1,752,427 $34,067,178 12.69%
3.
Dimensional Etf Trust
 708,901 $18,573,184 6.92%
4.
Dimensional Etf Trust
 426,385 $17,571,301 6.55%
5.
Dimensional Etf Trust
 250,192 $15,131,618 5.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)