Clarity Wealth Development

Clarity Wealth Development as of Sept. 30, 2025

Portfolio Holdings for Clarity Wealth Development

Clarity Wealth Development holds 45 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 20.5 $23M 67k 337.95
Dimensional Etf Trust Us Small Cap Val (DFSV) 11.6 $13M 404k 31.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.0 $12M 197k 61.66
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 7.9 $8.8M 347k 25.30
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.0 $6.6M 199k 33.32
Dimensional Etf Trust Intl Small Cap V (DISV) 4.3 $4.7M 131k 36.03
Nushares Etf Tr Nuveen Esg Intl (NUDM) 3.8 $4.3M 110k 38.75
Dimensional Etf Trust Global Real Est (DFGR) 3.6 $4.0M 147k 27.36
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 2.9 $3.2M 71k 45.21
Apple (AAPL) 2.8 $3.1M 12k 269.00
Ishares Tr Esg Awre 1 5 Yr (SUSB) 2.8 $3.1M 120k 25.37
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 2.0 $2.2M 58k 37.54
Microsoft Corporation (MSFT) 1.8 $2.0M 3.7k 542.09
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $2.0M 23k 84.81
Spdr Series Trust Portfli Intrmdit (SPTI) 1.7 $1.9M 66k 29.10
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.6 $1.8M 34k 52.72
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $1.3M 16k 80.13
Dimensional Etf Trust Us Equity Market (DFUS) 1.1 $1.2M 16k 74.64
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $1.1M 14k 78.00
Vanguard World Esg Us Corp Bd (VCEB) 0.8 $874k 14k 64.83
Nike CL B (NKE) 0.8 $845k 13k 67.43
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $713k 3.2k 219.55
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.6 $668k 7.4k 89.98
Costco Wholesale Corporation (COST) 0.6 $624k 675.00 924.39
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.5 $599k 6.6k 90.19
Alphabet Cap Stk Cl C (GOOG) 0.5 $569k 2.1k 268.43
Mastercard Incorporated Cl A (MA) 0.5 $557k 985.00 565.76
Honeywell International (HON) 0.5 $511k 2.4k 214.37
Ishares Tr Core S&p500 Etf (IVV) 0.5 $511k 740.00 689.96
Southern Company (SO) 0.5 $507k 5.4k 93.91
Visa Com Cl A (V) 0.5 $505k 1.5k 347.00
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.4 $464k 4.5k 102.52
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.4 $423k 9.5k 44.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $418k 660.00 633.10
Procter & Gamble Company (PG) 0.4 $414k 2.7k 151.36
Ishares Tr Global Reit Etf (REET) 0.3 $360k 14k 25.62
Alphabet Cap Stk Cl A (GOOGL) 0.3 $342k 1.3k 267.47
Vanguard Index Fds Growth Etf (VUG) 0.3 $288k 574.00 501.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $254k 527.00 481.44
Nextera Energy (NEE) 0.2 $234k 2.8k 83.57
Ishares Tr National Mun Etf (MUB) 0.2 $233k 2.2k 107.55
Abbvie (ABBV) 0.2 $227k 997.00 227.55
Boeing Company (BA) 0.2 $226k 1.0k 223.33
Qualcomm (QCOM) 0.2 $219k 1.2k 181.03
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $211k 4.5k 46.81