account_balance
Investment manager · 13F filer · SEC CIK 2011212
Clayton Financial Group LLC
Reported value$181Mas of Jun 30, 2026
Positions65 0 new, 549 sold out
Top 10 weight76.0%VUG alone is 17%
FiledJul 2020 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
16.5%Added +513%
VTVVanguard Index FDS
15.8%Added +2%
VOEVanguard Index FDS
9.5%
VOTVanguard Index FDS
9.2%Added +3%
VBRVanguard Index FDS
6.3%Added +6%
IJTiShares Tr
4.7%
VBKVanguard Index FDS
4.5%Added +4%
IEFAiShares Tr
3.5%Trimmed −3%
IJSiShares Tr
3.0%Added +2%
QQQInvesco QQQ Tr
2.9%
VTI1.8%
VNQ1.5%
VUGVanguard Index FDS
16.5%Added +513%
VTVVanguard Index FDS
15.8%Added +2%
VOEVanguard Index FDS
9.5%
VOTVanguard Index FDS
9.2%Added +3%
VBR6.3%
IJT4.7%
VBK4.5%
IEFA3.5%
IJS3.0%
QQQ
VTI1.8%
VNQ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 16.5% Added +513%
VTV Vanguard Index FDS 15.8% Added +2%
VOE Vanguard Index FDS 9.5% Held
VOT Vanguard Index FDS 9.2% Added +3%
VBR Vanguard Index FDS 6.3% Added +6%
IJT iShares Tr 4.7% Held
VBK Vanguard Index FDS 4.5% Added +4%
IEFA iShares Tr 3.5% Trimmed −3%
IJS iShares Tr 3.0% Added +2%
QQQ Invesco QQQ Tr 2.9% Held
VTI Vanguard Index FDS 1.8% Trimmed −20%
VNQ Vanguard Index FDS 1.5% Held
What changed