Clarity Wealth Development

Clarity Wealth Development as of March 31, 2025

Portfolio Holdings for Clarity Wealth Development

Clarity Wealth Development holds 41 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.9 $17M 62k 272.82
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.1 $10M 188k 52.87
Dimensional Etf Trust Us Small Cap Val (DFSV) 10.8 $9.7M 364k 26.55
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 8.7 $7.8M 310k 25.10
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.4 $4.9M 183k 26.58
Nushares Etf Tr Nuveen Esg Intl (NUDM) 4.2 $3.8M 115k 33.01
Dimensional Etf Trust Intl Small Cap V (DISV) 4.1 $3.7M 122k 30.18
Dimensional Etf Trust Global Real Est (DFGR) 4.0 $3.6M 137k 26.29
Ishares Tr Esg Awre 1 5 Yr (SUSB) 3.2 $2.9M 114k 25.06
Apple (AAPL) 3.1 $2.8M 13k 212.50
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 3.0 $2.7M 71k 37.38
Spdr Ser Tr Portfli Intrmdit (SPTI) 2.4 $2.1M 74k 28.85
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 2.0 $1.8M 61k 29.35
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.9 $1.7M 21k 81.78
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.8 $1.6M 32k 51.30
Microsoft Corporation (MSFT) 1.3 $1.2M 3.0k 395.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.3 $1.2M 15k 79.18
Dimensional Etf Trust Us Equity Market (DFUS) 1.2 $1.1M 19k 59.96
Costco Wholesale Corporation (COST) 1.0 $902k 907.00 994.68
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $891k 15k 60.51
Vanguard World Esg Us Corp Bd (VCEB) 0.9 $785k 13k 62.66
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $774k 4.1k 191.03
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.6 $558k 7.7k 72.52
Mastercard Incorporated Cl A (MA) 0.6 $553k 1.0k 547.90
Visa Com Cl A (V) 0.6 $542k 1.6k 345.43
Honeywell International (HON) 0.6 $531k 2.5k 210.53
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.6 $511k 6.9k 73.62
Southern Company (SO) 0.6 $496k 5.4k 91.89
Ishares Tr Core S&p500 Etf (IVV) 0.5 $413k 740.00 557.65
Alphabet Cap Stk Cl C (GOOG) 0.4 $361k 2.2k 160.89
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.4 $349k 8.9k 39.21
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.4 $340k 4.2k 80.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $314k 660.00 475.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $308k 577.00 533.25
Ishares Tr National Mun Etf (MUB) 0.3 $261k 2.5k 104.73
Ishares Tr Global Reit Etf (REET) 0.3 $253k 11k 24.17
Boeing Company (BA) 0.3 $235k 1.3k 183.24
Abbvie (ABBV) 0.3 $230k 1.2k 195.08
Union Pacific Corporation (UNP) 0.2 $221k 1.0k 215.70
Vanguard Index Fds Growth Etf (VUG) 0.2 $217k 574.00 378.21
Alphabet Cap Stk Cl A (GOOGL) 0.2 $203k 1.3k 158.80