Clarity Wealth Development

Clarity Wealth Development as of June 30, 2025

Portfolio Holdings for Clarity Wealth Development

Clarity Wealth Development holds 44 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 19.7 $20M 65k 303.93
Dimensional Etf Trust Us Small Cap Val (DFSV) 11.2 $11M 381k 29.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.9 $11M 191k 57.01
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 8.3 $8.3M 333k 25.03
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.6 $5.6M 188k 29.68
Dimensional Etf Trust Intl Small Cap V (DISV) 4.1 $4.1M 125k 32.91
Nushares Etf Tr Nuveen Esg Intl (NUDM) 4.0 $4.0M 113k 35.49
Dimensional Etf Trust Global Real Est (DFGR) 3.7 $3.7M 139k 26.83
Ishares Tr Esg Awre 1 5 Yr (SUSB) 3.0 $3.0M 121k 25.17
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 2.9 $2.9M 72k 40.74
Apple (AAPL) 2.7 $2.7M 13k 205.17
Spdr Series Trust Portfli Intrmdit (SPTI) 2.0 $2.0M 69k 28.77
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 2.0 $2.0M 60k 33.21
Microsoft Corporation (MSFT) 1.9 $1.9M 3.8k 497.43
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.7 $1.7M 21k 82.92
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.6 $1.7M 32k 51.36
Dimensional Etf Trust Us Equity Market (DFUS) 1.2 $1.2M 18k 67.02
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $1.2M 15k 79.50
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $1.0M 15k 68.54
Costco Wholesale Corporation (COST) 0.9 $895k 904.00 990.12
Nike CL B (NKE) 0.9 $892k 13k 71.04
Vanguard World Esg Us Corp Bd (VCEB) 0.9 $862k 14k 63.40
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $763k 3.7k 204.67
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.6 $610k 7.7k 79.28
Honeywell International (HON) 0.6 $573k 2.5k 232.91
Mastercard Incorporated Cl A (MA) 0.6 $567k 1.0k 561.77
Visa Com Cl A (V) 0.6 $557k 1.6k 354.98
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.6 $553k 6.9k 79.76
Southern Company (SO) 0.5 $496k 5.4k 91.83
Ishares Tr Core S&p500 Etf (IVV) 0.5 $459k 740.00 620.55
Procter & Gamble Company (PG) 0.4 $445k 2.8k 159.31
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.4 $408k 4.3k 93.95
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.4 $387k 9.2k 41.92
Alphabet Cap Stk Cl C (GOOG) 0.4 $385k 2.2k 177.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $364k 660.00 551.80
Ishares Tr Global Reit Etf (REET) 0.3 $271k 11k 24.70
Boeing Company (BA) 0.3 $269k 1.3k 209.53
Ishares Tr National Mun Etf (MUB) 0.3 $260k 2.5k 104.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $256k 527.00 485.77
Vanguard Index Fds Growth Etf (VUG) 0.3 $252k 574.00 438.30
Union Pacific Corporation (UNP) 0.2 $235k 1.0k 230.13
Alphabet Cap Stk Cl A (GOOGL) 0.2 $226k 1.3k 176.23
Abbvie (ABBV) 0.2 $206k 1.1k 185.60
Home Depot (HD) 0.2 $200k 546.00 366.38