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Clarity Wealth Development

Latest statistics and disclosures from Clarity Wealth Development's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002048774

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Positions held by Clarity Wealth Development consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clarity Wealth Development

Clarity Wealth Development holds 46 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	19.9	$18M	62k	298.60	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	11.4	$11M	332k	31.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.3	$9.5M	190k	49.94	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	7.2	$6.7M	273k	24.41	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.9	$4.5M	173k	26.22	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	4.1	$3.8M	120k	31.41	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.7	$3.4M	131k	25.89	View chart
Apple (AAPL)	3.5	$3.2M	14k	236.00	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	3.4	$3.2M	73k	43.49	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.4	$3.1M	113k	27.44	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	3.1	$2.8M	114k	24.85	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	2.5	$2.3M	83k	28.06	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	2.0	$1.8M	62k	29.15	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.9	$1.8M	34k	51.92	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.8	$1.6M	20k	80.80	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.4	$1.3M	20k	65.71	View chart
Microsoft Corporation (MSFT)	1.4	$1.3M	3.0k	415.08	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.3	$1.2M	15k	78.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$927k	16k	59.21	View chart
Costco Wholesale Corporation (COST)	1.0	$898k	916.00	980.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$850k	4.2k	202.22	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.7	$653k	7.3k	88.84	View chart
Honeywell International (HON)	0.6	$565k	2.5k	223.75	View chart
Visa Com Cl A (V)	0.6	$562k	1.6k	341.74	View chart
Mastercard Incorporated Cl A (MA)	0.6	$561k	1.0k	555.27	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.6	$561k	9.0k	62.35	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$546k	8.2k	66.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$486k	2.4k	205.60	View chart
Southern Company (SO)	0.5	$453k	5.4k	83.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$447k	740.00	604.32	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$416k	3.9k	106.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$397k	760.00	522.42	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.4	$347k	4.0k	87.37	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.4	$341k	8.3k	40.95	View chart
Union Pacific Corporation (UNP)	0.3	$290k	1.2k	247.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$273k	1.3k	204.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$270k	577.00	468.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$251k	601.00	418.18	View chart
Home Depot (HD)	0.3	$231k	562.00	411.70	View chart
Boeing Company (BA)	0.2	$227k	1.3k	176.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$222k	369.00	602.19	View chart
Abbvie (ABBV)	0.2	$218k	1.2k	183.88	View chart
Amazon (AMZN)	0.2	$214k	900.00	237.68	View chart
Qualcomm (QCOM)	0.2	$209k	1.2k	172.93	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$207k	1.9k	108.01	View chart
Nextera Energy (NEE)	0.2	$202k	2.8k	71.56	View chart

Past Filings by Clarity Wealth Development

SEC 13F filings are viewable for Clarity Wealth Development going back to 2024

Clarity Wealth Development 2024 Q4 filed Feb. 10, 2025

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