CW

Clarity Wealth Development LLC

13F
Clarity Wealth Development LLC
Last update 2025-05-12 41 Stocks (1 new)
Value $90.00 Mil Turnover 4 %
Countries:
Top Holdings: VTI(18.93%)VEA(11.11%)DFSV(10.78%)SCHR(8.67%)DFEM(5.43%)
Summary Stock Picks Current Portfolio
Clarity Wealth Development LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
62,188
16,966.1
+1.04%
18.930
+0.19%
0.000
+22.87%
+7.47%
473,883.1
 
VEA
Vanguard FTSE Developed Markets ETF
188,286
9,954.7
-0.62%
11.110
-0.06%
0.010
+13.77%
+20.72%
159,422.0
 
DFSV
Dimensional US Small Cap Value ETF
363,762
9,657.9
+9.47%
10.780
+0.93%
0.230
+20.84%
-0.95%
4,874.9
 
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
309,649
7,772.2
+13.32%
8.670
+1.02%
0.070
+1.34%
+4.31%
10,906.7
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
183,207
4,869.6
+5.63%
5.430
+0.29%
0.100
+20.01%
+17.53%
5,776.4
 
NUDM
Nuveen ESG International Developed Markets Equity ETF
Nuveen ESG International Developed Markets Equity ETF
114,891
3,792.6
-3.91%
4.230
-0.16%
0.720
+12.03%
+17.40%
564.6
 
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
122,232
3,689.0
+8.28%
4.120
+0.32%
0.130
+16.24%
+27.54%
3,278.4
 
DFGR
Dimensional Global Real Estate ETF
136,719
3,594.3
+4.35%
4.010
+0.17%
0.150
+7.30%
+6.79%
2,587.7
 
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
iShares ESG 1-5 Year USD Corporate Bond ETF
113,938
2,855.3
+0.26%
3.190
+0.01%
0.290
+2.12%
+3.86%
989.0
 
AAPL
Apple Inc
13,235
2,812.5
-1.85%
3.140
-0.06%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware

Clarity Wealth Development LLC's Historical Top Holdings Breakdowns

Clarity Wealth Development LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
2025-03-31
Add
Add
+1.02%
●
24.05 ($24.48) 24.86
$24.85
1.51%
Add 13.32%
309,649
36,390
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
Add
Add
+0.93%
●
27.56 ($30.26) 32.1
$30.26
0%
Add 9.47%
363,762
31,481
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
2025-03-31
Add
Add
+0.32%
●
26.08 ($28.17) 30.23
$33.25
18.03%
Add 8.28%
122,232
9,347
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.29%
●
25.35 ($26.59) 27.46
$30.45
14.52%
Add 5.63%
183,207
9,768
REET
iShares Global REIT ETF
2025-03-31
New Buy
New Buy
+0.28%
●
23.24 ($24.35) 25.13
$24.89
2.22%
New holding
10,484
10,484
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
2025-03-31
Reduce
Reduce
-0.27%
●
27.64 ($28.14) 28.58
$28.57
1.53%
Reduce -10.52%
74,424
-8,746
VCEB
Vanguard ESG U.S. Corporate Bond ETF
Vanguard ESG U.S. Corporate Bond ETF
2025-03-31
Add
Add
+0.25%
●
61.23 ($62.45) 63.33
$62.81
0.58%
Add 39.41%
12,534
3,543
HD
The Home Depot Inc
2025-03-31
Sold Out
Sold Out
-0.25%
●
347.25 ($389.72) 424.87
$364.04
-6.59%
Sold Out
0
-562
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Sold Out
Sold Out
-0.24%
●
551.42 ($587.78) 612.93
$628.77
6.97%
Sold Out
0
-369
AMZN
Amazon.com Inc
2025-03-31
Sold Out
Sold Out
-0.23%
●
190.26 ($217) 242.06
$229.30
5.67%
Sold Out
0
-900

Clarity Wealth Development LLC Total Holding History ($B)

To

Clarity Wealth Development LLC's Asset Allocation

To

Clarity Wealth Development LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Clarity Wealth Development LLC's Hypothetical Growth since 2025-03-31

Clarity Wealth Development LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Clarity Wealth Development LLC's Holdings Heat Map

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Clarity Wealth Development LLC's Holdings Bubble Chart

Clarity Wealth Development LLC News

  • 1

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