The Analysis of Clarity Wealth Development LLC's Holdings
Currently, Clarity Wealth Development LLC holds 45 types of securities in its portfolio with a total value $118.2M. In the most recent quarter, they have increased their positions in DFSV (+49.5K shares, valued at $1.6M), VTI (+4.0K shares, valued at $1.4M), SCHR (+39.9K shares, valued at $1.0M); decreased their positions in SPTI (-4.9K shares, valued at $140.1K), AAPL (-147 shares, valued at $40.0K), AVEM (-249 shares, valued at $19.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS71.3K shares6.00%2025-12-312026-02-11
DFSV DIMENSIONAL ETF TRUST453.4K shares12.25%2025-12-312026-02-11 VEA VANGUARD TAX-MANAGED FDS212.9K shares7.94%2025-12-312026-02-11 SCHR SCHWAB STRATEGIC TR386.8K shares11.51%2025-12-312026-02-11 DFEM DIMENSIONAL ETF TRUST224.0K shares12.72%2025-12-312026-02-11 DISV DIMENSIONAL ETF TRUST146.0K shares11.51%2025-12-312026-02-11 DFGR DIMENSIONAL ETF TRUST171.2K shares16.17%2025-12-312026-02-11 NUDM NUSHARES ETF TR111.5K shares1.51%2025-12-312026-02-11 SUSB ISHARES TR127.2K shares5.67%2025-12-312026-02-11 NUSC NUSHARES ETF TR70.7K shares0.19%2025-12-312026-02-11 AAPL APPLE INC11.5K shares-1.26%2025-12-312026-02-11 VCIT VANGUARD SCOTTSDALE FDS25.3K shares10.04%2025-12-312026-02-11 NUEM NUSHARES ETF TR58.6K shares0.90%2025-12-312026-02-11 MUNI PIMCO ETF TR38.5K shares13.62%2025-12-312026-02-11 SPTI SPDR SERIES TRUST60.9K shares-7.39%2025-12-312026-02-11 MSFT MICROSOFT CORP3.6K shares-0.87%2025-12-312026-02-11 VCSH VANGUARD SCOTTSDALE FDS17.8K shares8.60%2025-12-312026-02-11 DFUS DIMENSIONAL ETF TRUST15.9K shares0.00%2025-12-312026-02-11 AVEM AMERICAN CENTY ETF TR14.1K shares-1.74%2025-12-312026-02-11 VCEB VANGUARD WORLD FD14.3K shares5.99%2025-12-312026-02-11 NKE NIKE INC12.6K shares0.28%2025-12-312026-02-11 VIG VANGUARD SPECIALIZED FUNDS3.3K shares2.19%2025-12-312026-02-11 AVDV AMERICAN CENTY ETF TR7.3K shares-2.10%2025-12-312026-02-11 ALPHABET INC ALPHABET INC2.1K shares0.00%2025-12-312026-02-11 SLYV SPDR SERIES TRUST6.6K shares-1.22%2025-12-312026-02-11 COST COSTCO WHSL CORP NEW675 shares0.00%2025-12-312026-02-11 MA MASTERCARD INCORPORATED993 shares0.81%2025-12-312026-02-11 REET ISHARES TR20.5K shares45.95%2025-12-312026-02-11 V VISA INC1.4K shares-0.69%2025-12-312026-02-11 IVV ISHARES TR740 shares0.00%2025-12-312026-02-11 SO SOUTHERN CO5.4K shares0.63%2025-12-312026-02-11 HON HONEYWELL INTL INC2.4K shares0.00%2025-12-312026-02-11 NULG NUSHARES ETF TR4.6K shares0.82%2025-12-312026-02-11 NULV NUSHARES ETF TR9.6K shares1.30%2025-12-312026-02-11 ALPHABET INC ALPHABET INC1.3K shares0.00%2025-12-312026-02-11 PG PROCTER AND GAMBLE CO2.8K shares0.62%2025-12-312026-02-11 VUG VANGUARD INDEX FDS574 shares0.00%2025-12-312026-02-11 MUB ISHARES TR2.2K shares0.37%2025-12-312026-02-11 ABBV ABBVIE INC997 shares0.00%2025-12-312026-02-11 DFIV DIMENSIONAL ETF TRUST4.5K shares0.00%2025-12-312026-02-11 NEE NEXTERA ENERGY INC2.8K shares0.00%2025-12-312026-02-11 BA BOEING CO1.0K shares0.00%2025-12-312026-02-11 QCOM QUALCOMM INC1.2K shares0.00%2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available