Clarity Wealth Development

Clarity Wealth Development as of March 31, 2026

Portfolio Holdings for Clarity Wealth Development

Clarity Wealth Development holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 19.8 $24M 76k 320.81
Dimensional Etf Trust Us Small Cap Val (DFSV) 13.7 $17M 480k 35.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.5 $14M 221k 64.08
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 9.0 $11M 444k 24.91
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.7 $8.2M 237k 34.55
Dimensional Etf Trust Intl Small Cap V (DISV) 4.9 $6.0M 151k 39.44
Dimensional Etf Trust Global Real Est (DFGR) 3.9 $4.7M 178k 26.58
Nushares Etf Tr Nuveen Esg Intl (NUDM) 3.3 $4.0M 111k 36.11
Ishares Tr Esg Awre 1 5 Yr (SUSB) 2.7 $3.3M 130k 25.07
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 2.6 $3.2M 71k 45.06
Apple (AAPL) 2.4 $2.9M 12k 253.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $2.2M 26k 82.75
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 1.7 $2.1M 58k 36.74
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.7 $2.0M 39k 52.19
Spdr Series Trust State Street Spd (SPTI) 1.3 $1.6M 57k 28.66
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $1.4M 18k 79.27
Microsoft Corporation (MSFT) 1.1 $1.3M 3.5k 370.18
Dimensional Etf Trust Us Equity Market (DFUS) 0.9 $1.1M 16k 70.91
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.9 $1.1M 14k 80.58
Vanguard World Esg Us Corp Bd (VCEB) 0.8 $926k 15k 62.83
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.6 $689k 6.9k 99.86
Costco Wholesale Corporation (COST) 0.5 $673k 675.00 996.68
Nike CL B (NKE) 0.5 $664k 13k 52.82
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $649k 3.0k 215.06
Alphabet Cap Stk Cl C (GOOG) 0.5 $570k 2.0k 286.86
Spdr Series Trust State Street Spd (SLYV) 0.5 $565k 6.0k 94.58
Honeywell International (HON) 0.4 $539k 2.4k 225.99
Southern Company (SO) 0.4 $524k 5.4k 96.52
Mastercard Incorporated Cl A (MA) 0.4 $496k 993.00 499.51
Ishares Tr Core S&p500 Etf (IVV) 0.4 $483k 740.00 652.85
Visa Com Cl A (V) 0.4 $437k 1.4k 302.33
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $421k 9.2k 45.50
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $412k 4.5k 90.94
Procter & Gamble Company (PG) 0.3 $398k 2.8k 144.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $381k 660.00 577.35
Alphabet Cap Stk Cl A (GOOGL) 0.3 $368k 1.3k 287.56
Nextera Energy (NEE) 0.2 $260k 2.8k 92.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $253k 527.00 479.20
Lockheed Martin Corporation (LMT) 0.2 $244k 403.00 604.39
Vanguard Index Fds Growth Etf (VUG) 0.2 $243k 557.00 436.69
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $238k 4.5k 52.78
Ishares Tr National Mun Etf (MUB) 0.2 $228k 2.1k 106.15
Exxon Mobil Corporation (XOM) 0.2 $214k 1.3k 169.66
Boeing Company (BA) 0.2 $202k 1.0k 199.03