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 $110.8M. In the most recent quarter, they have increased their positions in DFSV (+23.2K shares, valued at $738.8K), VTI (+2.0K shares, valued at $679.6K), VEA (+5.9K shares, valued at $364.7K); decreased their positions in AAPL (-1.6K shares, valued at $429.9K), COST (-229 shares, valued at $211.7K), DFUS (-2.0K shares, valued at $149.9K); initiated new positions in NEE (+2.8K shares, valued at $234.0K), QCOM (+1.2K shares, valued at $218.9K), DFIV (+4.5K shares, valued at $211.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS67.3K shares3.08%2025-09-302025-11-12
DFSV DIMENSIONAL ETF TRUST403.9K shares6.09%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS197.3K shares3.09%2025-09-302025-11-12 SCHR SCHWAB STRATEGIC TR346.9K shares4.21%2025-09-302025-11-12 DFEM DIMENSIONAL ETF TRUST198.8K shares5.72%2025-09-302025-11-12 DISV DIMENSIONAL ETF TRUST130.9K shares5.05%2025-09-302025-11-12 NUDM NUSHARES ETF TR109.8K shares-2.91%2025-09-302025-11-12 DFGR DIMENSIONAL ETF TRUST147.4K shares5.97%2025-09-302025-11-12 NUSC NUSHARES ETF TR70.6K shares-1.79%2025-09-302025-11-12 AAPL APPLE INC11.6K shares-12.07%2025-09-302025-11-12 SUSB ISHARES TR120.4K shares-0.34%2025-09-302025-11-12 NUEM NUSHARES ETF TR58.1K shares-2.85%2025-09-302025-11-12 MSFT MICROSOFT CORP3.7K shares-4.49%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS23.0K shares10.08%2025-09-302025-11-12 SPTI SPDR SERIES TRUST65.8K shares-4.75%2025-09-302025-11-12 MUNI PIMCO ETF TR33.9K shares5.26%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS16.4K shares10.43%2025-09-302025-11-12 DFUS DIMENSIONAL ETF TRUST15.9K shares-11.24%2025-09-302025-11-12 AVEM AMERICAN CENTY ETF TR14.3K shares-2.80%2025-09-302025-11-12 VCEB VANGUARD WORLD FD13.5K shares-0.85%2025-09-302025-11-12 NKE NIKE INC12.5K shares-0.26%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS3.2K shares-12.95%2025-09-302025-11-12 AVDV AMERICAN CENTY ETF TR7.4K shares-3.47%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW675 shares-25.33%2025-09-302025-11-12 SLYV SPDR SERIES TRUST6.6K shares-4.34%2025-09-302025-11-12 GOOG ALPHABET INC2.1K shares-2.30%2025-09-302025-11-12 MA MASTERCARD INCORPORATED985 shares-2.48%2025-09-302025-11-12 HON HONEYWELL INTL INC2.4K shares-3.21%2025-09-302025-11-12 IVV ISHARES TR740 shares0.00%2025-09-302025-11-12 SO SOUTHERN CO5.4K shares0.00%2025-09-302025-11-12 V VISA INC1.5K shares-7.27%2025-09-302025-11-12 NULG NUSHARES ETF TR4.5K shares4.14%2025-09-302025-11-12 NULV NUSHARES ETF TR9.5K shares2.59%2025-09-302025-11-12 QQQ INVESCO QQQ TR660 shares0.00%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO2.7K shares-2.15%2025-09-302025-11-12 REET ISHARES TR14.1K shares28.13%2025-09-302025-11-12 GOOGL ALPHABET INC1.3K shares0.00%2025-09-302025-11-12 VUG VANGUARD INDEX FDS574 shares0.00%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL527 shares0.00%2025-09-302025-11-12 NEE NEXTERA ENERGY INC2.8K sharesnew addition2025-09-302025-11-12 MUB ISHARES TR2.2K shares-13.24%2025-09-302025-11-12 ABBV ABBVIE INC997 shares-10.34%2025-09-302025-11-12 BA BOEING CO1.0K shares-21.04%2025-09-302025-11-12 QCOM QUALCOMM INC1.2K sharesnew addition2025-09-302025-11-12 DFIV DIMENSIONAL ETF TRUST4.5K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available