Clarity Wealth Development

Clarity Wealth Development as of June 30, 2026

Portfolio Holdings for Clarity Wealth Development

Clarity Wealth Development holds 59 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.3 $28M 74k 370.04
Dimensional Etf Trust Us Small Cap Etf (DFSV) 11.0 $20M 512k 38.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.6 $16M 218k 71.25
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 6.9 $12M 502k 24.66
Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 6.5 $12M 220k 53.59
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.9 $11M 263k 40.64
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.5 $8.1M 337k 24.14
Dimensional Etf Trust Us Sustainabilty (DFSU) 4.0 $7.3M 156k 46.63
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.9 $7.1M 90k 79.03
Dimensional Etf Trust Intl Small Cap V (DISV) 3.7 $6.8M 168k 40.13
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.5 $6.3M 76k 82.65
Dimensional Etf Trust Global Real Est (DFGR) 3.0 $5.5M 189k 28.97
Apple (AAPL) 2.1 $3.8M 13k 289.37
Dimensional Etf Trust Global Sustaina (DFSB) 2.1 $3.8M 72k 52.11
Dimensional Etf Trust International (DFSI) 1.9 $3.3M 74k 45.10
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.8 $3.3M 132k 24.99
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.6 $2.8M 53k 52.60
Nushares Etf Tr Nuveen Esg Intl (NUDM) 1.5 $2.7M 66k 40.02
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 1.2 $2.1M 40k 52.12
Dimensional Etf Trust Emer Mark Su Etf (DFSE) 0.9 $1.6M 34k 48.88
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.9 $1.6M 37k 42.44
Microsoft Corporation (MSFT) 0.7 $1.3M 3.5k 372.98
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.7 $1.2M 15k 81.94
Vanguard World Esg Us Corp Bd (VCEB) 0.5 $870k 14k 62.76
Alphabet Cap Stk Cl C (GOOG) 0.4 $705k 2.0k 353.33
Costco Wholesale Corporation (COST) 0.4 $687k 734.00 935.81
Intel Corporation (INTC) 0.3 $563k 4.0k 139.64
Ishares Tr Core S&p500 Etf (IVV) 0.3 $540k 721.00 748.46
Edgewell Pers Care (EPC) 0.3 $537k 20k 26.86
Nike CL B (NKE) 0.3 $524k 13k 41.05
Southern Company (SO) 0.3 $517k 5.4k 95.71
Mastercard Incorporated Cl A (MA) 0.3 $506k 986.00 513.44
Visa Com Cl A (V) 0.3 $498k 1.5k 343.19
Spdr Series Trust St Inter Etf (SPTI) 0.3 $480k 17k 28.39
Alphabet Cap Stk Cl A (GOOGL) 0.3 $466k 1.3k 357.37
Energizer Holdings (ENR) 0.3 $454k 21k 21.44
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $439k 3.7k 117.06
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $431k 1.8k 236.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $413k 560.00 736.65
Procter & Gamble Company (PG) 0.2 $404k 2.8k 146.63
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $378k 7.6k 49.99
General Mills (GIS) 0.2 $328k 9.4k 34.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $306k 612.00 500.39
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $306k 3.2k 96.49
JPMorgan Chase & Co. (JPM) 0.2 $281k 858.00 327.44
Caterpillar (CAT) 0.2 $281k 264.00 1063.55
Post Holdings Inc Common (POST) 0.1 $265k 3.0k 88.26
Vanguard Index Fds Growth Etf (VUG) 0.1 $261k 3.0k 86.14
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $244k 4.5k 54.02
Nextera Energy (NEE) 0.1 $241k 2.7k 87.77
Amazon (AMZN) 0.1 $233k 978.00 238.34
Abbvie (ABBV) 0.1 $233k 926.00 251.66
Ishares Tr National Mun Etf (MUB) 0.1 $226k 2.1k 107.62
Boeing Company (BA) 0.1 $224k 1.0k 216.47
NVIDIA Corporation (NVDA) 0.1 $221k 1.1k 200.10
Qualcomm (QCOM) 0.1 $218k 1.2k 184.79
Union Pacific Corporation (UNP) 0.1 $216k 796.00 271.86
Lockheed Martin Corporation (LMT) 0.1 $206k 404.00 509.46
Spdr Series Trust ST STR SP600SM C (SLYV) 0.1 $202k 1.8k 109.11