Clarity Wealth Development LLC
59 holdingsFiling period: 2026-06-30Current AUM: $180.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 74.4K | $27.5M | $27.7M | 15.40% | -1,120 | 2026-06-30 |
| 2 | DFSV | DIMENSIONAL ETF TRUST | 511.6K | $19.8M | $20.3M | 11.25% | +31.3K | 2026-06-30 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 218.1K | $15.5M | $15.6M | 8.67% | -2,652 | 2026-06-30 |
| 4 | SCHR | SCHWAB STRATEGIC TR | 502.4K | $12.4M | $12.0M | 6.69% | +58.2K | 2026-06-30 |
| 5 | DFGX | DIMENSIONAL ETF TRUST | 219.9K | $11.8M | $11.3M | 6.25% | -- | 2026-06-30 |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 262.6K | $10.7M | $10.3M | 5.75% | +25.2K | 2026-06-30 |
| 7 | SCHO | SCHWAB STRATEGIC TR | 337.2K | $8.1M | $8.1M | 4.48% | -- | 2026-06-30 |
| 8 | DFSU | DIMENSIONAL ETF TRUST | 156.2K | $7.3M | $7.4M | 4.11% | -- | 2026-06-30 |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | 89.8K | $7.1M | $7.0M | 3.87% | +71.6K | 2026-06-30 |
| 10 | DISV | DIMENSIONAL ETF TRUST | 168.2K | $6.8M | $7.4M | 4.12% | +17.1K | 2026-06-30 |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | 75.7K | $6.3M | $6.0M | 3.34% | +49.7K | 2026-06-30 |
| 12 | DFGR | DIMENSIONAL ETF TRUST | 189.4K | $5.5M | $5.3M | 2.97% | +11.2K | 2026-06-30 |
| 13 | AAPL | APPLE INC | 13.0K | $3.8M | $4.3M | 2.39% | +1.6K | 2026-06-30 |
| 14 | DFSB | DIMENSIONAL ETF TRUST | 72.1K | $3.8M | $3.6M | 2.00% | -- | 2026-06-30 |
| 15 | DFSI | DIMENSIONAL ETF TRUST | 74.2K | $3.3M | $3.4M | 1.90% | -- | 2026-06-30 |
| 16 | SUSB | ISHARES TR | 132.4K | $3.3M | $3.2M | 1.80% | +2.6K | 2026-06-30 |
| 17 | MUNI | PIMCO ETF TR | 53.4K | $2.8M | $2.7M | 1.50% | +14.2K | 2026-06-30 |
| 18 | NUDM | NUSHARES ETF TR | 66.4K | $2.7M | $2.7M | 1.48% | -44,650 | 2026-06-30 |
| 19 | NUSC | NUSHARES ETF TR | 40.3K | $2.1M | $2.0M | 1.11% | -31,023 | 2026-06-30 |
| 20 | DFSE | DIMENSIONAL ETF TRUST | 33.6K | $1.6M | $1.6M | 0.89% | -- | 2026-06-30 |
| 21 | NUEM | NUSHARES ETF TR | 37.0K | $1.6M | $1.6M | 0.86% | -21,027 | 2026-06-30 |
| 22 | MSFT | MICROSOFT CORP | 3.5K | $1.3M | $1.8M | 0.97% | -3 | 2026-06-30 |
| 23 | DFUS | DIMENSIONAL ETF TRUST | 15.1K | $1.2M | $1.2M | 0.69% | -407 | 2026-06-30 |
| 24 | VCEB | VANGUARD WORLD FD | 13.9K | $870K | $839K | 0.47% | -871 | 2026-06-30 |
| 25 | GOOG | ALPHABET INC | 2.0K | $705K | $681K | 0.38% | +9 | 2026-06-30 |
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