Clarity Wealth Development

Clarity Wealth Development as of Dec. 31, 2024

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