CLARIS ADVISORS, LLC / MO / holdings history

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68 is the total number of securities CLARIS ADVISORS, LLC / MO / has owned. The longest CLARIS ADVISORS, LLC / MO / has owned a single stock is 8 quarters.

CLARIS ADVISORS, LLC / MO / historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
DFAC DIMENSIONAL ETF TRUST8826.81%30.41%35.22%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST887.18%9.44%11.43%Q4 2021Q3 20238
DFUS DIMENSIONAL ETF TRUST886.72%9.21%11.87%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST886.93%7.82%8.86%Q4 2021Q3 20238
DFAS DIMENSIONAL ETF TRUST883.55%5.05%6.50%Q4 2021Q3 20238
DFAT DIMENSIONAL ETF TRUST882.38%3.31%4.18%Q4 2021Q3 20238
USB US BANCORP DEL880.99%1.89%2.76%Q4 2021Q3 20238
MSFT MICROSOFT CORP881.04%1.64%2.35%Q4 2021Q3 20238
AAPL APPLE INC880.90%1.63%2.35%Q4 2021Q3 20238
DFAE DIMENSIONAL ETF TRUST880.25%0.57%0.93%Q4 2021Q3 20238
DFAI DIMENSIONAL ETF TRUST880.36%0.52%0.66%Q4 2021Q3 20238
XOM EXXON MOBIL CORP880.35%0.51%0.71%Q4 2021Q3 20238
CAT CATERPILLAR INC880.39%0.48%0.59%Q4 2021Q3 20238
PCAR PACCAR INC880.39%0.43%0.46%Q4 2021Q3 20238
AMZN AMAZON COM INC880.21%0.40%0.68%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS880.32%0.39%0.46%Q4 2021Q3 20238
BA BOEING CO880.26%0.38%0.55%Q4 2021Q3 20238
LOW LOWES COS INC880.26%0.38%0.55%Q4 2021Q3 20238
VCSH VANGUARD SCOTTSDALE FDS880.21%0.34%0.47%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.21%0.33%0.50%Q4 2021Q3 20238
PFE PFIZER INC880.15%0.33%0.57%Q4 2021Q3 20238
BDX BECTON DICKINSON & CO880.22%0.31%0.39%Q4 2021Q3 20238
PEP PEPSICO INC880.20%0.30%0.36%Q4 2021Q3 20238
CVX CHEVRON CORP NEW880.22%0.30%0.37%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.15%0.28%0.41%Q4 2021Q3 20238
WMT WALMART INC880.20%0.27%0.33%Q4 2021Q3 20238
SPLG SPDR SER TR880.16%0.24%0.31%Q4 2021Q3 20238
EFSC ENTERPRISE FINL SVCS CORP880.13%0.22%0.27%Q4 2021Q3 20238
FB META PLATFORMS INC430.20%0.30%0.54%Q4 2021Q3 20237
DIMENSIONAL ETF TRUST668.55%10.78%12.88%Q2 2022Q3 20236
EMR EMERSON ELEC CO510.14%0.45%0.58%Q4 2021Q3 20236
SWK STANLEY BLACK & DECKER...330.14%0.27%0.51%Q4 2021Q3 20236
CI THE CIGNA GROUP420.14%0.22%0.29%Q1 2022Q3 20236
WFC WELLS FARGO CO NEW550.80%1.12%1.59%Q4 2021Q4 20225
VYM VANGUARD WHITEHALL FDS550.51%0.56%0.60%Q4 2021Q4 20225
AXP AMERICAN EXPRESS CO550.38%0.44%0.54%Q4 2021Q4 20225
JPM JPMORGAN CHASE & CO550.28%0.32%0.39%Q4 2021Q4 20225
TEL TE CONNECTIVITY LTD550.24%0.30%0.38%Q4 2021Q4 20225
MRK MERCK & CO INC550.22%0.26%0.28%Q4 2021Q4 20225
ADP AUTOMATIC DATA PROCESS...550.24%0.25%0.27%Q4 2021Q4 20225
DFAU DIMENSIONAL ETF TRUST442.26%2.69%3.36%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.99%1.48%2.14%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.82%1.40%2.13%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.51%0.81%1.20%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.51%0.65%0.94%Q4 2022Q3 20234
CAL CALERES INC440.26%0.32%0.36%Q4 2021Q3 20224
DIMENSIONAL ETF TRUST440.24%0.29%0.34%Q4 2022Q3 20234
EFV ISHARES TR440.25%0.28%0.33%Q4 2022Q3 20234
CSCO CISCO SYS INC310.22%0.26%0.31%Q4 2021Q4 20224
HON HONEYWELL INTL INC210.14%0.20%0.23%Q4 2021Q2 20234
EA SERIES TRUST3316.75%17.08%17.53%Q1 2023Q3 20233
ITOT ISHARES TR330.26%0.34%0.48%Q1 2023Q3 20233
MDT MEDTRONIC PLC330.24%0.27%0.29%Q4 2021Q2 20223
INTC INTEL CORP330.22%0.24%0.27%Q4 2021Q2 20223
VBR VANGUARD INDEX FDS210.13%0.19%0.22%Q4 2021Q3 20233
UNH UNITEDHEALTH GROUP INC220.46%0.47%0.48%Q2 2023Q3 20232
SCZ ISHARES TR220.25%0.26%0.27%Q4 2021Q1 20222
VTIP VANGUARD MALVERN FDS220.21%0.21%0.21%Q4 2021Q1 20222
UL UNILEVER PLC110.19%0.21%0.23%Q4 2021Q4 20222
T AT&T INC220.18%0.20%0.21%Q2 2023Q3 20232
VZ VERIZON COMMUNICATIONS...110.15%0.19%0.23%Q4 2021Q2 20232
IDEV ISHARES TR110.27%0.27%0.27%Q3 2023Q3 20231
TGT TARGET CORP110.22%0.22%0.22%Q4 2021Q4 20211
NEE NEXTERA ENERGY INC110.22%0.22%0.22%Q4 2021Q4 20211
BAC BK OF AMERICA CORP110.22%0.22%0.22%Q4 2021Q4 20211
RODM LATTICE STRATEGIES TR110.14%0.14%0.14%Q3 2023Q3 20231
VTV VANGUARD INDEX FDS110.13%0.13%0.13%Q3 2023Q3 20231
OWL BLUE OWL CAPITAL INC110.10%0.10%0.10%Q4 2022Q4 20221
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST, are the highest-conviction holdings of CLARIS ADVISORS, LLC / MO /.

The conviction is calculated by counting the number of quarters a security has been reported by CLARIS ADVISORS, LLC / MO /. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that CLARIS ADVISORS, LLC / MO / owns currently or has owned in the past.